Difference between revisions of "CRM Use Case Record Project Data"

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(How to fill the web form for a Project Organization)
(How to fill the web form for a Project Organization)
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* <span style="color:red">'''Website'''</span>, for the institution or specific group represented.
 
* <span style="color:red">'''Website'''</span>, for the institution or specific group represented.
 
* <span style="color:red">'''Email'''</span>, if applicable.
 
* <span style="color:red">'''Email'''</span>, if applicable.
* <span style="color:red">'''Scientific Discipline'''</span>, choose the main scientific domain for the Organization.  
+
* <span style="color:red">'''Scientific Discipline'''</span>, choose the main scientific domain for the Project.  
 
* <span style="color:red">'''Assigned to'''</span>, which can be either an individual user or a group (e.g. specific NGI or EGI group). Note: '''Mandatory. If it is assigned to an User, the user's NGI members will not be able to edit it. Therefore, unless it is private, it is recommended to assign it to your NGI group'''.
 
* <span style="color:red">'''Assigned to'''</span>, which can be either an individual user or a group (e.g. specific NGI or EGI group). Note: '''Mandatory. If it is assigned to an User, the user's NGI members will not be able to edit it. Therefore, unless it is private, it is recommended to assign it to your NGI group'''.
 
* <span style="color:red">'''Start Date'''</span>, start date of the project.  
 
* <span style="color:red">'''Start Date'''</span>, start date of the project.  

Revision as of 18:02, 27 February 2013

How to record a new project

Projects should be recorded in EGI CRM as an Organization. To create an Organization in EGI CRM:

  1. Log-in in EGI CRM
  2. From the top navigation blue menu, select Organizations
  3. From the shortcut toolbar, select the green plus sign. This will redirect you to the Organization creation web form.


EGI CRM UCI Account.png

How to fill the web form for a Project Organization

  • Organization Name, a reasonable name for identifying the institution or project. Note: Mandatory.
  • Organization Number, an automatically generated number. Do not change the content of this field.
  • Account Acronym, a shorter name for identifying the institution or project. Note: Mandatory if the Account Type is set to ESFRI projects, ESFRI-Cluster projects, National projects, INFRA projects or Other international projects.
  • Account Type, choose the type of Organization for the present record (ESFRI projects, ESFRI-Cluster projects, INFRA projects, National Project or Other International Projects). Note: Mandatory.
  • Status, which can be either Active or non-Active depending if the contact is valid, or if at a given point became invalid.
  • Country, if applicable.
  • Website, for the institution or specific group represented.
  • Email, if applicable.
  • Scientific Discipline, choose the main scientific domain for the Project.
  • Assigned to, which can be either an individual user or a group (e.g. specific NGI or EGI group). Note: Mandatory. If it is assigned to an User, the user's NGI members will not be able to edit it. Therefore, unless it is private, it is recommended to assign it to your NGI group.
  • Start Date, start date of the project.
  • End Date, end date of the project.
  • Potential for EGI use, with a subjective appraisal of the potential impact of its integration in EGI. Note: Mandatory.
  • Interest in e-Infrastructure, describing the interest shown on using e-Infrastructures for their research activities. Note: Mandatory.
  • Description, with a brief statement on the objectives and scope of the project.


Video

Check the CRM Videos section to see the tutorial on how to add an Organization