2.1. Adding a new research project

Next: Vista for Scholars and Project Directors Previous: Vista for Coordinators  

Create the user in the system

• Click Site Setup → Users and Groups Administration

It might be a good idea to do a quick search for the user before you add him/her - they may already exist in the site.

• Click Add New User
• Fill in the form with user details. The User name part should be filled in according to the standards (which the writer of this documentation does not know where comes from :)
• A password will be mailed to the user at the point you press Register.

Create the project

• Navigate to Research Areas
• Navigate to the relevant research area
• Click the Add item menu, you should have the choice of adding either a Professorate or a Project (most of the time you want to select Project here)
• Fill in the details for the project.

Important notes

• This is where project ownership is assigned. The scholar cannot edit his project or add anything inside it until he is selected in the Scholar pull-down.
• When you click the Save button at the bottom of the form, a project will be created, and pre-populated with folders that contain:
  • Contracts (pre-filled with values from the project data)
  • Publications (the scholar's publications are added here, this is only visible internally at the moment)
  • News (where the scholar can add news about his project)
  • Reports (where the half-year reports are placed, this is only visible internally)
  • Images (stores images related to the project)

Edit the contracts

After the project with its details has been added, you probably need to edit the default contracts.

• Navigate to the Contracts folder inside the project you just added

The two contracts are shown. These have been populated with data from the project where possible.

• Click the contract you wish to change, then click Edit
• Control that all information in the yellow areas is correct, and perform any other edits to the contract.

When printed, the contract will not include the color coding, this is only to make it easier to work with - so you don't have to worry about the colors being visible in the final, printed version.

Notify the user

• If you added the project at the same time as you added the initial user, he/she will already have received a mail with a password and some instructions.
• If the user already existed, and you have just added a project for him, you should:
  • Click his/her name (listed in the project)
  • Fill in the form (remember to include where the project is located) and press the send button

Another alternative is of course sending a normal mail. :)

Next: Vista for Scholars and Project Directors Previous: Vista for Coordinators