Alert.png The wiki is deprecated and due to be decommissioned by the end of September 2022.
The content is being migrated to other supports, new updates will be ignored and lost.
If needed you can get in touch with EGI SDIS team using operations @ egi.eu.

CRM Use Case Record Research Institution Data

From EGIWiki
Jump to navigation Jump to search

How to record a new ESFRI project

First use case deals with the recording of information from ESFRI projects. ESFRI projects 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

  • 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, which can be either an individual user or a group (e.g. specific NGI).
  • End Date, which can be either an individual user or a group (e.g. specific NGI).
  • Description, with a brief statement on the objectives and scope of the ESFRI project.
  • 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.