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Difference between revisions of "CRM Use Case Record Research Institution Data"

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* <span style="color:red">'''Account Name'''</span>, a reasonable name for identifying the Research Institution.
* <span style="color:red">'''Account Name'''</span>, a reasonable name for identifying the Research Institution.
* '''Account Number''', an automatically generated number. Do not change it the contents of this field.
* <span style="color:red">'''Account Number'''</span>, an automatically generated number. Do not change it the contents of this field.
* '''Account Acronym''', a shorter name for identifying the Research Institution or project.
* <span style="color:red">'''Account Acronym'''</span>, a shorter name for identifying the Research Institution or project.
* <span style="color:red">'''Account Type'''</span>, select Research institution.
* <span style="color:red">'''Account Type'''</span>, select Research institution.
* <span style="color:red">'''Status'''</span>, which can be either ''Active'' or ''non-Active'' depending if the account is valid, or if at a given point, became invalid.
* <span style="color:red">'''Status'''</span>, which can be either ''Active'' or ''non-Active'' depending if the account is valid, or if at a given point, became invalid.
* <span style="color:red">'''Country'''</span>, select the country where the Research Institution is hosted, if applicable.
* <span style="color:red">'''Country'''</span>, select the country where the Research Institution is hosted, if applicable.
* '''Website''', for the institution or specific group represented.
* <span style="color:red">'''Website'''</span>, for the institution or specific group represented.
* '''Email''' if applicable.
* <span style="color:red">'''Email'''</span> if applicable.
* <span style="color:red">'''Project List'''</span>, select the individual projects (ESFRI, National or Others) where this Research Institution is involved. More than on project can be selected. If the project that you are looking for is not in the options list, you have to first create an account for that project.
* <span style="color:red">'''Project List'''</span>, select the individual projects (ESFRI, National or Others) where this Research Institution is involved. More than on project can be selected. If the project that you are looking for is not in the options list, you have to first create an account for that project.
* '''Scientific Discipline''', choose the main scientific domain for the account, if applicable.  
* <span style="color:red">'''Scientific Discipline'''</span>, choose the main scientific domain for the account, if applicable.  
* <span style="color:red">'''Assigned to'''</span>, which can be either an individual user or a group (e.g. specific NGI).
* <span style="color:red">'''Assigned to'''</span>, which can be either an individual user or a group (e.g. specific NGI).
* '''Start Date''', if applicable.
* <span style="color:red">'''Start Date'''</span>, if applicable.
* '''End Date''', if applicable.
* <span style="color:red">'''End Date'''</span>, if applicable.
* <span style="color:red">'''Description'''</span>, with a brief statement on the objectives and scope of the Research Institute.
* <span style="color:red">'''Description'''</span>, with a brief statement on the objectives and scope of the Research Institute.
* <span style="color:red">'''Potential for EGI use'''</span>, with a subjective appraisal of the potential impact of its integration in EGI.
* <span style="color:red">'''Potential for EGI use'''</span>, with a subjective appraisal of the potential impact of its integration in EGI.

Revision as of 18:32, 3 April 2012

How to record a new Research Institution

Research Institutions should be recorded in EGI CRM as an Account. To create an Account in EGI CRM:

  1. Log-in in EGI CRM
  2. From the top navigation blue menu, select Data Management and then Accounts
  3. From the shortcut toolbar, select the green plus sign. This will redirect you to the Account creation web form.


EGI CRM UCI Account.png

How to fill the web form for a Research Institution Account

  • Account Name, a reasonable name for identifying the Research Institution.
  • Account Number, an automatically generated number. Do not change it the contents of this field.
  • Account Acronym, a shorter name for identifying the Research Institution or project.
  • Account Type, select Research institution.
  • Status, which can be either Active or non-Active depending if the account is valid, or if at a given point, became invalid.
  • Country, select the country where the Research Institution is hosted, if applicable.
  • Website, for the institution or specific group represented.
  • Email if applicable.
  • Project List, select the individual projects (ESFRI, National or Others) where this Research Institution is involved. More than on project can be selected. If the project that you are looking for is not in the options list, you have to first create an account for that project.
  • Scientific Discipline, choose the main scientific domain for the account, if applicable.
  • Assigned to, which can be either an individual user or a group (e.g. specific NGI).
  • Start Date, if applicable.
  • End Date, if applicable.
  • Description, with a brief statement on the objectives and scope of the Research Institute.
  • Potential for EGI use, with a subjective appraisal of the potential impact of its integration in EGI.
  • Interest in e-Infrastructure, describing the interest shown on using e-Infrastructures for their research activities.


Video

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