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1. Fnd a Document s Prepare amp submit a proposal s What Naw Figure 35 Users Validation Search Page 2 Specify filtering criteria a Enter username in the field USERNAME b Enter first name in the field FIRST NAME c Enter surname in the field SURNAME d Enter email in the field EMAIL USERNAME filtering criterion supports the convention for wild characters Any character e Any characters FIRST NAME SURNAME and EMAIL support e Any characters 3 Click the button SEARCH The USERS VALIDATION RESULTS PAGE is presented Figure 36 The results are structured in the following columns e USERNAME e FIRST NAME e SURNAME e EMAIL e ACTIVE LINKS Space separated list of hyperlinks for deleting Active Links format Project D Participant index PENDING LINKS Space separated list of hyperlinks for activating Pending Links format Project D Participant index v 1 04 06 11 2009 37 44 Development and Maintenance of SESAM User s Guide for Project Participants oO Z parsers gt project management gt usere validation Rerute clades User project links ay eRe 2 pe ome LT Username Firstname surname emani Acte Unks mises Deian Miesavheve OeanMleateveeureeynsm 12 mech Theme Mte thomrm c zuredvneom zep by sisp i Fd a cal Figure 36 Users Validation Results Page 4 Navigate through users using links to particular pages a
2. Training partner on No of full time equivalent months covored by this recruitment during this reporting period TOTAL PMM FOR ALL CONTRACTORS pea nies Ses fie Sepa eyes E E E E No of full ume equivalent months to be delivered No of full time equivalent months covered by this recruitment during ccording to the contract this repareing period save vent edee aacheni What i FPG FPS step by step Find a Cell Get Support Find a Parner Find a Documents Prepare amp submit a proposal Whats Hew Figure 10 Form Editing Page v 1 04 06 11 2009 17 44 Development and Maintenance of SESAM User s Guide for Project Participants Fre Guekcn Dajan Miovavieio YOu Are here gt ERE Hame fine Minascnert TOK Pendle Activity Report imide ame TOK Periodic Activity Report INSTRUCTIONS mack The fields marked with a rad star are obligatory Attar eomelatian prese the subrnt bution to submi tho report Desimal rumbers should be indicated by a det and not by a comma Ce 3 5 and not 3 5 INTRODUCTION To bo complated by the coordinators of a Marie Curia Transfer of knowledge TOK This report details progress tiraugheut the reporting pern for the praject ke for all contractors in case of rmultipartner projects Mate thet thie may Dre Year progress forthe resoarenscs neenited an the PEJA Ower documents that should have been filed n during the reportng period Aemet questonnareis T be i
3. alter lickin the menu thse Valdete by His The requesting eto be need of by ema por pants shouid complete their eparte by lagarna in hasina apprasriete projet and the type a the forms they ant to work with Reporte Documents Amendments or ithe nem Reviewers of F T proecs should comslte their reports by lasing in choosing appropriate project ond Review Reports cptcn inthe menu Benafioaries of Mate Cure actans should comelete thei questionnaves by dieking en Questionnaires witout any reustation to the systern Documents Abstract Modification Dare SOUEST Testing Fraince Parinans Poon Menning between projects nd praises parsinants used fortesing QUEST and QUEST 13709 2005 Figure 28 Home Page v 1 04 06 11 2009 31 44 Development and Maintenance of SESAM User s Guide for Project Participants Send Email to Helpdesk This option allows sending emails to the helpdesk In order to send email to the helpdesk the following steps should be considered 1 Click the hyperlink HELPDESK inside the header of any SESAM Front Office page The CREATE EMAIL WINDOW of the default email client application on the user computer is presented with the following email parameters pre populated e Recipient Helpdesk email address e Subject QUEST USER SUPPORT all pages except the ERROR PAGE or QUEST ERROR MESSAGE ERROR PAGE e Body ERROR PAGE only Error message displayed on the ERROR
4. User s Guide for Project Participants Manage publications list This option allows managing the publications lists to the Reports to be submitted on the reports where the publications available e g CP CSA NoE Final Report In order to manage the publications list the following steps should be considered v 1 04 06 11 2009 24 44 Development and Maintenance of SESAM User s Guide for Project Participants 1 Reach the FORM EDITING PAGE Figure 10 displaying the Form containing the List of publications as presented in Figure 18 Sober peed othe eb aas Figure 18 Table of publications Form Editing Page 2 This table is automatically loaded with the publications associated to the current project Having said that if the list must be updated click the ADD OR MODIFY PUBLICATIONS button to access the Publications List Page Figure 19 projet Coordinator T O are here gt FPZ Heme Project Management Publcations Lst eei Publications List syntens ddr cemaer tere favate POENAE 5 SEO enters sed moray faa Pinion cancel aon Projet publications ie ofie u evera Place Relews Embargo memme Rotor Sethe palor MMMM Sito ication panes Gh p period o Tu mman bartect uap e oaa aaa otras apaapa ree s asosaoo vauinareo iais app T rn ee to vanar gae FA Se Order What i FP7P FP7 atep by atep Find a Call Get Support Find e Partner Find a Document Prepare A submit p
5. the FORM EDITING PAGE is presented Figure 10 displaying the Report without imported data Otherwise specify the Report from which to import the data by selecting the participant index the drop down list PARTICIPANT INDEX and reporting period the drop down list REPORTING PERIOD and click the button YES The FORM EDITING PAGE is presented Figure 10 displaying the Report with imported data v 1 04 06 11 2009 10 44 Development and Maintenance of SESAM User s Guide for Project Participants oe PEA fou are here gt 85 Hame gt Bralec Manassas gt Select repart gt wm ems tome Select Report rent ease choose one of the following 2 crese a nan regor by dicing the buton crete Na Renert Continue editing an sisting resort by slicing ten i zhe column Form name of he table UosemedsteRegorte for target Re2ort 2 Delete an esting resort by chetng te Ike in te clu Delate af the table Intestate Repor for target Report Project Information 12395 sername simsmth Repor ype IRM Patodie Acthty Repor E Intermediate Reports Uscename Particinant Index Form name Period Dote created Dote iastundated Status Delete Print miih 1 am aeiodeamivaapor 5 08 02 2009 10 46 38 CET 05 03 2009 Lorat s8 CET Uncomplated delete oc draft Reporting Period Croata New Repot Submitted Reports Report statue Submited Useename Porticioant Tedex Form name Attachments Period Date submitted Date renlicat
6. without any filled in field do not have to be deleted manually even if they contain obligatory fields the completely empty rows will be automatically removed by the system on the Form submission Contractor UNIVERSITETET BERGEN No of full time Origin equivalent months Name of the Rees Nemisietiths ead meee Gender Start date of End date of covered by this meee ee Ce atate recruitment recruitment recruitment during Country Ler this reporting period Nota Stevens ESR a yews Ge Urcunted engdom No E Mee E o1or200s aanoer00s e Frederic Patrique ER e0 years BE Begum Ro E mae E toosas 1122005 3 dele row Figure 14 Table with Variable Number of Rows Form Editing Page v 1 04 06 11 2009 21 44 Development and Maintenance of SESAM User s Guide for Project Participants Manage Report Attachments This option allows attaching annexes to the Reports to be submitted In order to attach annexes the following steps should be considered 1 Reach the FORM EDITING PAGE Figure 10 by opening a previously saved Report Please refer to 0 Manage Reports Step 6 2 Click the button ATTACHMENTS at the bottom of the FORM EDITING PAGE the button exists only for Reports that supports attaching annexes The ATTACHMENTS WINDOW is displayed Figure 15 Attachments Window Windows Internet Explorer 192 168 16 96 7 2007 2013 Select attachments A
7. to Fill In Form 7 Click the button SUBMIT e Incase of successful submission i e if all Form fields are properly filled in the QUESTIONNAIRE TYPE SELECTION PAGE is presented Figure 1 accompanied with the COMPLETION MESSAGE Box Figure 3 Windows Internet Explorer Ad The questionnaire has been successfully submitted Thank you for your contribution Figure 3 Completion Message Box e In case of unsuccessful submission i e if some Form fields are not properly filled in the refreshed FORM EDITING PAGE is displayed clearly presenting the invalid fields please refer to Fill In Form Please proceed with Step 6 v 1 04 06 11 2009 8 44 Development and Maintenance of SESAM User s Guide for Project Participants Save Submit Report This option allows saving submitting Report for specified project and Project Participant If you access the application through the Participant Portal you can directly jump to the step 4 The other functionality is not accessible The project selection must be done using the Participant Portal In order to save submit Report the following steps should be considered 1 After the successful user authentication see Login the SELECT PROJECT PAGE is presented Figure 4 FP owns x oros Sosa 1006 fou are here gt rez ome gt soit Manausmert Select ject ote smin Select Project Hence select the project you wart so Work ih Ttm Projet Nambu wat a
8. 44
9. 61 in TEST environment TFI GORDIE aiut Hemoeee I FAG T 8 L Figure 43 Deliverables management page 4 Upload deliverable Click the hyperlink UPLOAD of one row of the Deliverables list where the deliverable is expected The UPLOAD DELIVERABLE PAGE is displayed Figure 44 Browse for the file to upload by clicking the BROWSE button The other field are prefilled and displayed for information 5 Add new deliverable click on the button Add new deliverable to add a non expected deliverable The Upload Deliverable page is displayed Figure 44 Browse for the file to upload by clicking the BROWSE button The file name is displayed in the field FILE UPLOAD Enter the TITLE Mark if it is RELATED TO A REPORTING PERIOD and provide the REPORTING PERIOD number if applicable Click the UPLOAD button The file is uploaded and the DELIVERABLES MANAGEMENT PAGE is displayed presenting the changes cORDIS raven gt Project Mahasjement gt Deliverables Managment ata nome Deliverables Managment Figure 44 Upload deliverable page 6 Delete deliverable Click the hyperlink DELETE of one row of the Deliverables list where a version of the deliverable exists The deliverable is deleted and the DELIVERABLES MANAGEMENT PAGE is displayed presenting the changes v 1 04 06 11 2009 43 44 Development and Maintenance of SESAM User s Guide for Project Participants END OF DOCUMENT v 1 04 06 11 2009 44
10. Development and Maintenance of SESAM User s Guide for Project Participants SEVENTH FRAMEWORK PROGRAMME SESAM User s Guide for Project Participants 2009 11 19 Release 7 v 1 04 06 11 2009 1 44 Development and Maintenance of SESAM User s Guide for Project Participants Management Summary The FP6 and FP7 are the Sixth and Seventh European Community framework programmes for Research Technological development and Demonstration The implementation of the framework programmes objectives is achieved through a number of RTD projects as well as various support activities carried out by the research DGs RTD INFSO TREN ENTR and FISH The key business process spans from the publication of the call then submission evaluation and funding of proposals followed by project contracting follow up and reporting In context of the project follow up the Commission seeks an integrated service to support timely acquisition and analysis of the relevant information about project organisation progress and continuous alignment to EC research key objectives After aggregation the statistics shall then feed a dashboard or used for reports generation The required business functions shall be supported by SESAM an IT application made up of 2 dedicated modules specialising in data acquisition Front office and SESAM administration Back office The Front office represents the main data input module in SESAM architecture which provid
11. LIDATED and the exploitable foreground becomes therefore visible in the reports Access User Document This option allows accessing User Documents In order to access User Document the following steps should be considered 1 Click the link HOME inside the menu of any SESAM Front Office page The HOME PAGE is presented Figure 28 2 Click the hyperlink in the column TITLE of the table DOCUMENTS for the target User Document The FILE DOWNLOAD WINDOW is displayed Yow are hore gt pez Hm gt Projet Management gt looms Helodeck won Welcome Starting from the rolease 7 0 0 SESAN is using the European Commission Auth ou usur reglteaony manage Dassmarty mar ation Service ECAS Apart from tho authentication the ECAS handles the entire ja personal detalis Far more nto abaut ECAS yuu tan visit EsAN user and you don t have the EEAS account yet in arder ta continue using the system your ECAS account already old nature pean Commission Please Choose your password misely in accordant to pleted these stops four account mil be automatically activated Once pour account has Leen scuvated intact Gb el lw itt hhc ey CAG he ity etd tne gr atid tm such ease vou mil have fo reoitert ECAS D3 a net user preferably chansing aur sd SESA Username 03 a hem one order take SSsnciaions that You had In SESAM The new urera can register their counts following the ar priate link on the ECAS Lo
12. PAGE v 1 04 06 11 2009 32 44 Development and Maintenance of SESAM User s Guide for Project Participants Login and Register User On the HOME PAGE Figure 28 follow LOGIN link from the menu It opens ECAS Login Page where user provides the username and password to be authenticated and sent back to QUEST application Also on the ECAS Login page the register link is present for the new users that need to register themselves first Register as a New Participant If you access the application through the Participant Portal this functionality is not available This option allows creating new Project Participant account assuming you are able to provide correct data identifying yourself as valid Project Participant In order to register as new Project Participant the following steps should be considered 1 Click the hyperlink REGISTER TO A PROJECT on the SELECT PROJECT PAGE Figure 4 The NEW PARTICIPANT REGISTRATION PAGE is presented Figure 29 rou are peret s Ezz bame a project anagemant gt Naw Paiscant negetration ola demi Register as new participant Project Identification a oA Cae Actions g tree tTuResearen Tenn Networks Bea net Pragara amp subi a proposal t Whati New ha stap by ep Rede port ind a Partner i Fada Figure 29 New Participant Registration Page 2 Provide project identification information a Select instrument using the drop down lis
13. a user friendly way In order to fill in country form field the following steps should be considered 1 Reach the FORM EDITING PAGE Figure 10 displaying the Form with at least one country field 2 Click inside the country field The COUNTRY WINDOW is displayed Figure 13 Country Window Windows Internet Explorer O 2002 2006 l Select country Please select a country from the selection list below Country Figure 13 Country Window 3 Select a country from the drop down list COUNTRY The COUNTRY WINDOW is closed and the selected country is displayed in the edited field on the FORM EDITING PAGE from which complete action was initiated v 1 04 06 11 2009 20 44 Development and Maintenance of SESAM User s Guide for Project Participants Fill In Table with Variable Number of Rows This option allows filling in tables with variable number of rows In order to fill in table with variable number of rows the following steps should be considered 1 Reach the FORM EDITING PAGE Figure 10 displaying the Form with at least one table with variable number of rows 2 Insert Row Click the button INSERT ROW Figure 14 The FORM EDITING PAGE is refreshed displaying the table with inserted row at the table bottom 3 Delete Row Click the button DELETE ROW Figure 14 The FORM EDITING PAGE is refreshed displaying the table with the last row deleted It should be noted that completely empty rows
14. any rows as necessary during the reporting period Please provide the number of persen months seent oy recruited rosearcnars within the reporting per od Type of sligible researcher researcher with experience between 4 end 10 years ER or researcher wth more than 10 years of experience MER LFR Less Favoured Region nttp euraaa eunint comrnsregional_palicy abjectivel regions_enhtn No of full time ame of the oroin SAE Ast months Researcher ite te of End date of Working covere is as statedat Experience Type Sender Pectantennt necrartrent eane aaa aratma sslecton country urr a ported revestcher erao veero EN mooning Floceuga ves W mee Wf oneens iemenooo trume oa insettraring partner delete training perine Name of the onan 2 Ge stated at Experience Tyve Gender Satiate nn Ent doie oti Toha Jeavered by mis tme oF commitment ygrutmen Eora country urr Jurina the sare Freseercher tp ER AO veers Outgoing SLv Laiwia vov Sf remie xf onmsmcoo aameno00 ramele 0 0 researcher pt ERGO years Sef Ougoing m PTAatugsi ves sf Male wf oanencon ameno ramme o TOTAL PMN PER CONTRACTOR Please note thst totais wil be calculated automatically on sava or submit button ealeulats may be used for this purpess as wall Coordinator trae te Tka ortun ime equivalent monhe to be delivered according to the contract 00 Na of full ie equivalent months covered by this recruitment during this reporting period
15. ation 12385 Batmani seamh Raport typu RTN Fanodie Actuty Repot E accpant 1 Leidon University Nodical Cort X Intermediate Reports aes cies rea Pesiod Dale created Date last updated a hes ETL ariodic stv Sano 1 Reporting parad Z Creare New Report Submitted Reports Report status Suied Usaeame Particmant index Form name Attachments period pate submited jehra 1 ETN Serine A Raped S 1022009 17 1728 CET Count of Questionnaires Questionnaire type count azasaet Quesennaire Followup Questionnaire Mid Term Assessment questionnaire Saiantat i Charge Quesiannaire Dacie Print 15 02 2008 17 58 42 CET 18 02 2009 17 58 42 CET Uncomolated dete orinda Date ronlicated status ersen Dotare beret HES gt cae acon Sle esot v MAR MSM me Select Report ei hats FE s FPE sen by steo Find a Cal t Ge Suport s Find a Pacer Pind a Document Prepare amp submit a prooosal Figure 34 Report Selection Page FP6 layout v 1 04 06 11 2009 36 44 Development and Maintenance of SESAM User s Guide for Project Participants Manage User Project links The user can display overview of active users that have pending or active links on the projects on which the actor is Coordinator using a number of filtering criteria 1 Click the link VALIDATE USERS inside the menu on SELECT PROJECT PAGE The USERS VALIDATION SEARCH PAGE is presented Figure 35 tome Search user project links
16. button ADD NEW JOB VACANCY The VACANCY EDITING PAGE is presented Figure 40 Figure 41 penat pinto carters gt 0 Meme gt Preject Management gt eb Varane enait moma Job Vacancy tegt INSTRUCTIONS Paar ta erparting af he Vacancy tthe Partal yau naed to akai the orparesion account ak he Partal uing the wetter onthe EURAMESS Jobs Partal ste plase enaure you selected he oine For Te Editing Procedure fel ite anes itucsmsiaes ancimctsce Sate For mora information about the form fields click here Organisation Account at Researcher s Mobility Portal Job Description esearch Framework programme Marie Curie Actions Jh Reavers umber Sub research Fee aT a Requita suite Required sidls hl a Yours Experience Proficiency SEs Further Requirements Figure 40 Vacancy Editing Page for Project Coordinator partial v 1 04 06 11 2009 40 44 Development and Maintenance of SESAM User s Guide for Project Participants isha terssomen VOU re NS gt ERZ Hane gt Praloct Management gt Job Vacancy Trichet tome 208 Vacancy lasat INSTRUCTIONS maar Plaso compat ths orto Yaceney information before submission pon vacancy sutmiesion appropnate rtfieation wil be sart to tho Projest Coordinator wha wil veto validats the data before oxporsng the Vacancy to tho Researcher s Moby Portal Job Description seb Research fram
17. cies Page On the page the following columns are displayed for each vacancy e Update date the last modification date e Updated by the username of the user last updated the Vacancy e Participant index the participant index of the user who created the Vacancy e Job start date optional when the job is supposed to start e Application deadline e Job job title e Job summary e Status UNCOMPLETED COMPLETED or EXPORTED e Export date date when the vacancy was exported to EURAXESS e Action EDIT and DELETE link are always available for the Coordinator while for the Participant they are available only for the UNCOMPLETED vacancies otherwise only the VIEW link is displayed The Participant sees only his own vacancies listed UNCOMPLETED COMPLETED or EXPORTED The Coordinator sees his own vacancies listed UNCOMPLETED COMPLETED or EXPORTED and also the ones COMPLETED by other Participants The Project Officer sees all the project vacancies listed but with read only privileges The vacancies are sorted by Update date in descending order If the Export date for the exported Vacancy is more than 3 months in the past due to the EURAXESS business rules its update is not possible anymore hence instead of EDIT DELETE links only the VIEW will be available v 1 04 06 11 2009 39 44 Development and Maintenance of SESAM User s Guide for Project Participants 2 Open Vacancy for editing a Create new Vacancy i Click the
18. cribes a user who performs one or more actions Form General term used to describe any kind of feedback or survey form Questionnaire Report Vacancy Uncompleted Report Vacancy Completed Report Vacancy that can be submitted through QUEST Form created by anonymous user Form created by authenticated user username password combination Job Vacancy managed in SESAM in order to be exported to EURAXESS finally Report Vacancy that is temporarily saved within the system eventually to be completed and submitted extracted in case of Vacancy Report Vacancy that is completed and submitted by the Project Contractor different than Project Coordinator eventually to be checked and submitted extracted in case of Vacancy by the Project v 1 04 06 11 2009 3 44 Development and Maintenance of SESAM User s Guide for Project Participants Intermediate Report Vacancy Submitted Report Exported Vacancy Replicated Report Project Contractor Project Coordinator Project Reviewer Project Participant Link Active Link Pending Link Coordinator Common term for Uncompleted and Completed Reports Vacancies Report that is completed and submitted within the system Vacancy that is completed and submitted within the system being exported to EURAXESS Kind of Submitted Report which was completed and submitted within the system but afterwards rejected by the Project Officer using QUEST 1 in orde
19. cy Are you sure you want to proceed Figure 42 Confirmation message box b Click the button OK to proceed or CANCEL otherwise The Vacancy is deleted from the system and refreshed JOB VACANCIES PAGE is re displayed accordingly C If the deleted Vacancy was in EXPORTED status Vacancy will be removed from the EURAXESS as well after the Portal s back office check is performed d If the deleted Vacancy was the only existing Vacancy on EURAXESS Portal for the given Organisation due to the exposed EURAXESS interface limitations the Vacancy should not be removed from EURAXESS Manage Deliverables This option allows accessing Deliverables In order to access Deliverables the following steps should be considered 1 Click the DELIVERABLES link from the WORK WITH A PROJECT PAGE Figure 5 2 Click the hyperlink in the TITLE column as presented in Figure 43 v 1 04 06 11 2009 42 44 Development and Maintenance of SESAM User s Guide for Project Participants 3 The DOWNLOAD WINDOW pops up fee Expected Deliverables Deliverable tile verston WP Delivery date from annex 1 re oye pate RECHT status ST rer tead beneticary month La 91 07 2008 13 11 2008 nejeced 13 11 2008 unload ote 20 14 07 2008 15 11 2006 Accepted 12 1 2006 Ad new deierabie What i F77 FP7 step by step Find a Call Get Support Find a Partners Find a Document t Prepare amp submit a proposal Whats New QUEST varion 72
20. dify these values and click the UPDATE APPLICATION FOR PATENT button to save the changes as presented in Figure 24 Click on Cancel Edition if you want to cancel the edition of the publication v 1 04 06 11 2009 28 44 Development and Maintenance of SESAM User s Guide for Project Participants a are hore FBT Hama Project Management gt Patenta Page lads List of applications for Patents Trademarks Registered designs etc Type sf P she Patenter Tada aged Sea Apptention reference eg 123456 BETES subsector ete of appteaton Paul Ancant s as on the nptcation applicants 12 3 Ups Pat cone Ein Project Patents live oP sevice ed SETE VALIDATED pte delie a ra z x vaUoATED inate delta Fnd a call Get suppor rnd a Partners Find 2 Document Prepare amp submit a proposal Whats New Figure 24 Update application for patent QUEST verson 7 a 6 Delete application for patent Click the DELETE link or the REJECT link for Pending applications for patent visible to Project Coordinator The application for patent row is removed from the system and the applications list is refreshed accordingly 7 Validate application for patent For project coordinator only click the VALIDATE button of one row having status PENDING The status is updated to VALIDATED and the application for patent becomes therefore visible in the reports Manage exploitable fore
21. e Foregrounds List Exploitatie Foreground description e ega exploitable product s or measure s Fases Sectorts af application Tina bey cateanerefal ic fonmeca Patents or other ren exploitation licenses PRS Owner amp Other Beneficiary s involved foncier inched Update ExpiotabisFareground Cancel E tion Project Exploitable Foregrounds Exploitable Foreground Exploitable product s Sedtor a of Timetable Patents or other TPR Owner B Other Esa atscrston ormmeasurets pplication commercial use exploworon censes eneticinry s involved Siebie Actions ov foreground measures sector commercial use R123 bereicery involved VALIDATED gedas eration product o ime patent owner vaumpaen was EP ste by step Find a Cal Get Suppor s Find a Partners Find a Document i Prepare 6 submit a proposal What s New QUEST version 7 4 8 0 in TEST environment Figure 27 Update exploitable foreground 6 Delete exploitable foreground Click the DELETE link or the REJECT link for Pending exploitable foregrounds visible to Project Coordinator The exploitable foreground row is removed from the system and the exploitable foregrounds list is refreshed accordingly v 1 04 06 11 2009 30 44 Development and Maintenance of SESAM User s Guide for Project Participants 7 Validate exploitable foreground For project coordinator only click the VALIDATE button of one row having status PENDING The status is updated to VA
22. ed Status milosdej 2 ETN Periodic sci sapor 1 28 1 2008 18 052 CET submit rises EIN Seed ashy enot Cher 07 3 2008 12 22 00 CET Suomis rile 2 BTN Periods seis Raper 3 osios zo0e 11 08 45 CET Submited ride EIN Periodic Acout enor amp zajoze 12 07 16 CET Susie milosdej 2 ETU roc sativi Report 2 48 02008 18 5122 cer submited Count of Questionnaires es Count Aceasement Questonnaire w Fallewup Questionnaire Mid Term Assessment questionnaire Stiri in Charge Questionnaire What ie FAST FPE stap by stap Find a Call Get Support s Find a Bartner id Document Prepare A sbi a proposal Whe Nen Figure 6 Report Selection Page v 1 04 06 11 2009 11 44 Development and Maintenance of SESAM User s Guide for Project Participants Data Import Window Webpage Dialog Data import Do you want to import the data from an already submitted RTN Periodic Activity Report If yes please select the participant index and reporting period and click the button Yes otherwise click the button No to proceed without importing the data Participant index E Reporting period Other Figure 7 Data Import Window e In case that data cannot be imported from some previously submitted Report e g the Report to be created is not periodic one or there are no Reports submitted for previous reporting periods the FORM EDITING PAGE is presented Figure 10 e Incase that the Project Participant is a P
23. ed in bythe reeked reserchers nha have comping their dividual appointment diring the period covered GENERAL INFORMATION Git Cand Gad Gath Period covered start date oroancor Period sovarad end dats noae Project start dte oroazanos Project durstiun maria as Project coordinator name Project coordinator organisation nema frente nbre Date of submission 240972008 SUMMARY OF THE RECRUITMENT DURING THE REPORTING PERIOD P Sp teea E onc a e e e ae Goa a E Type of elgble rasosreher recearsher nith experianon paiwasn 4 and 30 years ER or rassarchar with mare than 10 years ef axparienoe MER ie re r al eiee i an inaa y danni No of fu OTARA kai Bender Startdate af End date ot Working time Guivaleni Sa am EA TEABE eerfineat Tommin are Raa E remo o gt suo Tae eames scemo TSE 0 tanta remer researches ated ar Experience type Sender Forrunment recruitment Commitment R ei lire Seri em RE E Oa ve E Fame oomoo ance Faas oo m 2 CESSES Saal epee E Ce me Se non Gearon gav ria peresa aea TOTAL pum Per conrRacToR Please note that totals wil be calculated automatically on save or submit butten calculate may be Used for this puroase as well No of Full time equivalent months covered by this recruitment during this reporting period A training partner No of Full time equivalent months co
24. elect Reporting Period Drop down list Reporting Period contains the remaining values of period s for which new report can be created Selected value is the period that contains the day of creating new report If report has been already fulfilled for that period the first available period will be pre selected If the Final report or Document or Amendment Request or Notification is selected the Reporting Period select box is not displayed If the Periodic report is selected and the report has been fulfilled for all the reporting periods by the selected participant the Reporting Period select box is displayed but disabled 5 Select Report Status A status of Submitted Reports to be managed may be modified by using the drop down list REPORT STATUS The REPORT SELECTION PAGE is refreshed displaying in the table SUBMITTED REPORTS existing Reports of selected statuses 6 Edit Intermediate Report A previously saved Report may be edited by clicking the hyperlink in the column FORM NAME of the INTERMEDIATE REPORTS table The FORM EDITING PAGE Figure 10 is presented displaying the selected Report a Project Contractors different than Project Coordinator are not able to edit Completed Reports Reports with status COMPLETED 7 Delete Intermediate Report A previously saved Report may be deleted by clicking the hyperlink DELETE in the column DELETE of the INTERMEDIATE REPORTS table The REPORT SELECTION PAGE is refreshed reflecting the modified infor
25. er to submit Questionnaire the following steps should be considered 1 Click the link QUESTIONNAIRES inside the menu of Home page The QUESTIONNAIRE TYPE SELECTION PAGE is presented Figure 1 ou are here gt ez sams gt Project management gt selec auestonnairs 108 gt m helodes Select questionnaire type 4 eesuonrare tyve Assessment Guestonnae Cir auesioneie Fed a call Sat Suppor sting a partner t End a Documents orepar Figure 1 Questionnaire Type Selection Page With Selected Questionnaire Type 2 Specity Questionnaire type a Select instrument using the drop down list INSTRUMENT b Select project type using the drop down list PROJECT TYPE c Select Questionnaire type using the drop down list QUESTIONNAIRE TYPE 3 Click the button EDIT QUESTIONNAIRE The PROJECT IDENTIFICATION PAGE is presented Figure 2 ie ome OLarsece FEHons gt Project Managemen rec detain gt olde Project Identification co bys Fit al Figure 2 Project Identification Page With Entered Project ID 4 Enter Project ID in the field PROJECT ID v 1 04 06 11 2009 7 44 Development and Maintenance of SESAM User s Guide for Project Participants 5 Click the button VALIDATE In case of successful project identification the FORM EDITING PAGE is presented Figure 10 otherwise appropriate error message is presented 6 Fill in all Form fields please refer
26. es users with means to fill in various on line forms In general the high level functionality of SESAM Front Office is to e Allow Internet users to fill in Forms in a user friendly way e Store in a central repository collected Forms in the structured XML format thus allowing their further processing and performing various kinds of statistical analysis e Generate printable version of collected Forms PDF format and store them to central repository The herein document provides the comprehensive description of the SESAM Front Office functionality from the GUI usage point of view The following functionalities are described in details using a step by step approach e Submit Questionnaire allows filling in and submitting Questionnaire for specified project e Save Submit Report allows filling in saving and submitting Report for specified project and Project Participant e Manage Reports allows displaying existing Forms for specified project and Project Participant as well as additional manipulation of displayed Reports e g accessing of PDF files and attachments e Fill in Form allows filling in Forms in a user friendly way including sub functionalities like the management of publications applications for patent and exploitable foregrounds e Access User Document allows accessing User Documents e Send Email to Helpdesk allows sending emails to the helpdesk e Register as a New Participant al
27. ess Submitted Report Attachments The attachments of a Submitted Report as a ZIP archive may be accessed by clicking the hyperlink in the column ATTACHMENTS of the SUBMITTED REPORTS table The FILE DOWNLOAD WINDOW is displayed Figure 8 v 1 04 06 11 2009 15 44 Development and Maintenance of SESAM User s Guide for Project Participants Fill In Form This option allows filling in various Forms in a user friendly way using the FORM EDITING PAGE Figure 10 The Forms have been designed in such a way that the possibility of errors during their completion is minimised e Radio buttons and selection lists are used for filling in questions with limited number of answers e Date fields are filled in through dedicated functionality 0 Fill in Date Field using the DATE WINDOW Figure 12 e Country fields are filled in through dedicated functionality 0 Fill in Country Form Field using the CouNTRY WINDOW Figure 13 Filling in tables with variable number of rows is supported as well 0 Fill In Table with Variable Number of Rows It is also possible to attach annexes 0 Manage Report Attachments to Reports not Questionnaires to be submitted Submission of Forms involves filling in all obligatory mandatory fields which are indicated by a red asterisk next to them Furthermore some fields may be conditionally obligatory mandatory i e obligatory under some conditions for example depending on the answer to some previous questio
28. ework Programm Mais Curie ations 3b Rafer Humber sob summary a a Sob nesretan a i Required Skills aquired skits sen z Years Experience Proficiency h Further Requirements a n aw Figure 41 Vacancy Editing Page for Project Participant partial b Open previously saved Vacancy e Click the hyperlink EDIT in the column ACTION on JOB VACANCIES PAGE for target Vacancy The VACANCY EDITING PAGE is presented Figure 40 Figure 41 displaying the selected Vacancy 3 Save Submit Export Vacancy a Save Vacancy i Click the button SAVE The JOB VACANCIES PAGE from which the action was initiated is re displayed showing the saved Vacancy with status UNCOMPLETED b Submit Vacancy for Project Participants i Click the button SUBMIT e In case of successful submission i e if all Form fields are properly filled in the JOB VACANCIES PAGE from which the action was initiated is re displayed showing the submitted v 1 04 06 11 2009 41 44 Development and Maintenance of SESAM User s Guide for Project Participants Vacancy with status COMPLETED Additionally the appropriate email notification is sent to the Project Coordinator e In case of unsuccessful submission i e if some Form fields are not properly filled in the refreshed VACANCY EDITING PAGE is displayed clearly presenting the invalid fields c Export Vacancy only for Project Coordinator i Coordinator has to p
29. freshed FORM EDITING PAGE is displayed clearly presenting the invalid fields please refer to 0 Fill In Form Please proceed with Step 10 b v 1 04 06 11 2009 13 44 Development and Maintenance of SESAM User s Guide for Project Participants Manage Reports This option allows displaying existing Forms for specified project and Project Participant as well as additional manipulation of displayed Reports e g accessing of PDF files and attachments In order to manage Reports the following steps should be considered 1 Reach the REPORT SELECTION PAGE Figure 6 Please refer to 0 Save Submit Report 2 Select Report Type A type of Reports to be managed may be modified by using the drop down list REPORT TYPE The REPORT SELECTION PAGE is refreshed displaying in the tables INTERMEDIATE REPORTS and SUBMITTED REPORTS existing Reports of selected type 3 Select Project Participant A Project Participant for which to manage Reports may be modified by using the drop down list PARTICIPANT The REPORT SELECTION PAGE is refreshed displaying in the tables INTERMEDIATE REPORTS and SUBMITTED REPORTS existing Reports of selected Project Participant a For Project Coordinators the drop down list PARTICIPANT contains all Project Participants as well as entry ALL representing all Project Participants In this way Project Coordinators may access Completed Reports of other Project Contractors in order to check and submit them finally 4 S
30. grounds list This option allows managing the exploitable foregrounds lists to the Reports to be submitted on the reports where the exploitable foregrounds available e g CP CSA NoE Final Report In order to manage the exploitable foregrounds list the following steps should be considered 1 Reach the FORM EDITING PAGE Figure 10 displaying the Form containing the List of exploitable foregrounds as presented in Figure 25 TEMPLATE B82 OVERVIEW TABLE WITH EXPLOITABLE FOREGROUND Expleitable Foreground Explottable product s or Sector s of Timetable Patents or other IPR exploitation Owner and Other Beneficiary s description measure s application commercial use licences involved ADDITIONAL TEMPLATE 82 OVERVIEW TABLE WITH EXPLOTTABLE FOREGROUND bas faa jain of the Exploitable Foregroun ption Explain of the Exploitable Foreground Exploit Figure 25 Table of exploitable foregrounds Form Editing Page 2 This table is automatically loaded with the exploitable foregrounds associated to the current project Having said that if the list must be updated click the ADD OR MODIFY EXPLOITABLE FOREGROUNDS button to access the Exploitable foregrounds List Page Figure 26 v 1 04 06 11 2009 29 44 Development and Maintenance of SESAM User s Guide for Project Participants You are heret gt e Home gt project Management gt Exolatable Foregrounds List Helpdesk Exploitable Foregrounds List ep Litatls Fomeg
31. h tome TOK Periodic Activity Report leseut_ 4 INSTRUCTIONS Back The fields marked with a red star are obligatory The fields marked with a green star are obligatory under same condition Peai trey ne co ae Ole aop SA eres Yau may use the save button at any time ta save a report and continue its editing later Decimal numbers should be indicated by a dot and not by a comma ie 3 5 and not 3 5 INTRODUCTION Ta be comiplstad by the enorsinatars af a Harin Curia Transfer of Knomledae TOK This report details progrese throuchout the reporting period for the project xe for all contractors in case of mult partner projects Nete that this may refor to part yoar precrass Tar tns raseareners recruited on the project ther documents thst should have been flee in during the reporting period Assessment ouestionneire s To be led in by the recruited researchers who have completed their individual appointment during the period caverad by ths report 4 GENERAL INFORMATION Project full name rilkaiauher ikki Bar Ikk sh Period number t Gist Cand ard Cath pee aeara siart ste mmencee Period enversd end cates ramana Project stert date 01 04 2005 Project duration montas 43 Project coordinator name Praject eaurdinatar argenisation nare Fhtthtsh etre Data of submission za 0e z008 SUMMARY OF THE RECRUITMENT DURING THE REPORTING PERIOD Please indicate in the tables below the recruitment situation for each contractor use as m
32. igure 10 displaying the Form with at list one upload field Figure 16 by opening a previously saved Report Please refer to 0 Manage Reports Step 6 LIST OF SCIENTIFIC PEER REVIEWED PUBLICATIONS STARTING WITH THE MOST IMPORTANT ONES no Tue upload pownioad mam author periodiatortne MURBEE datsor publisher place of pubiication SE T raai unc E sm sin Manage Rept Pte 2 wom sith tens m TEA eze e Figure 16 Table with the Upload Field Form Editing Page 2 Click inside the upload field The UPLOAD PUBLICATION WINDOW is displayed Figure 17 Upload Publication Window Windows Internet Explorer CORDIS gt 2007 2013 l Upload Publication Publication Browse _J Upload Figure 17 Upload Publication Window 3 Click the button BROWSE and browse for the attachment The path of the selected file is displayed inside the field in front of the button BROWSE 4 Click the button UPLOAD The button UPLOAD becomes disabled and the uploading of the selected file is initiated After the file upload is finished publication file name is displayed in Title and Upload fields The title name of uploaded publication can be changed Access Publication Click the button DOWNLOAD The FILE DOWNLOAD WINDOW is displayed Delete Publication The publication file is deleted automatically by deleting row where the publication file is uploaded v 1 04 06 11 2009 23 44 Development and Maintenance of SESAM
33. ion information i Select PROJECT REVIEWER from the drop down list PROJECT PARTICIPANT TYPE ii Select REVIEWER TYPE using the drop down list REVIEWER TYPE 5 Click the button REGISTER The CONFIRMATION MESSAGE Box is presented Figure 31 Windows Internet Explorer You are about to register yourself as a new project participant Are you sure you want to proceed Figure 31 Confirmation Message Box 6 Click the button OK to proceed or CANCEL otherwise The SELECT PROJECT PAGE is presented accompanied with the COMPLETION MESSAGE BOX Figure 32 Windows Internet Explorer Your request has been forwarded to the authorized person Upon validation you will receive appropriate e mail notification Figure 32 Completion Message Box FP6 FP7 Layout Different Layout for The FP6 FP7 Project Selected This option allows displaying a different layout for specified FP6 FP7 project v 1 04 06 11 2009 34 44 Development and Maintenance of SESAM User s Guide for Project Participants In order to display FP7 layout on the PROJECT IDENTIFICATION PAGE Figure 2 or SELECT PROJECT PAGE Figure 4 specify the identifier of FP7 project In case of the report selected the layout of the appropriate Report Selection Page is the following FP aware ane choose ane of the folowing scr tice by clicking the button Create New Nobfiontior 2 Continue etting an existing notfietien by sien he Ink in he zlem For
34. lized The main flow presumes the following scenario participant fulfils the respective Vacancy form for the particular project and submits it afterwards the Project Coordinator is being notified by email such COMPLETED Vacancy becomes visible to the Project Coordinator who needs to validate it once validated Coordinator exports the Vacancy to EURAXESS Portal where it will be published after some back office check performed Still the Coordinator has to have his organisation registered at the EURAXESS Portal as described on the top of the Vacancy Editing Page within the INSTRUCTIONS section Then he will be able to provide the appropriate values on the form for the Organisation Name and Organisation ID as requested from the EURAXESS system 1 Click the link VACANCIES inside the menu on WORK WITH A PROJECT PAGE The JOB VACANCIES PAGE is presented Figure 39 with existing project vacancies G row are tare Projet Management lab Vacances alae tome Latest Posted Research Job Vacancies for Project 13 aomas men 2 m2 de Summary 2 Completa gaoet mih 2 25 5200 maba ah Summary Enpara ORDS o Beera0c8 ot des a s7nga0e8 2572 2018 amb 2s meet Summartt pid seca at mish a snjayeons 20 7 2005 nejar Zesummenaar summana ssponaa SRE ae Atd new job vacancy What is PPTP 7 step by step t Find a Calls Get Supports Find a Partners Find a Documents Prepare amp submit a proposal Figure 39 Job Vacan
35. lows registering as a new Project Participant e FP6 FP7 Layout Different Layout for The FP6 FP7 Project Selected e Manage Deliverables allows accessing uploading updating and deleting Deliverables v 1 04 06 11 2009 2 44 Development and Maintenance of SESAM User s Guide for Project Participants Document Glossary Term Definition EC European Commission ED EUROPEAN DYNAMICS FP6 Sixth EU Framework Programme for Research and Technological Development FP7 Seventh EU Framework Programme for Research and Technological Development ERA European Research Area RTD Research Technological Development and Demonstration RTD Project A project within FP6 FP7 SECUNDA FP6 FP7 Security module hosting user competences ECAS European Commission Authentication Service CPF Contract Preparation Forms CPM Contract and Project Management module FORCE Form C Editing module EURAXESS Researcher s Mobility Portal where the organisations job vacancies are posted SESAM SED ESS ARI MCA requirements implementation project MCA SESAM user group Marie Curie Actions SED SESAM user group Socio Economic Dimensions GAP Gender Action Plan QUEST SESAM module Front office Module QUEST I SESAM module Back office Internal Module Project ID Contract ID Six digit number uniquely identifying a project contract User General term used to describe any type of user Actor Concept used in the context of use cases It des
36. m rae ofthe zabla nemediate hots target Net ieaton nowheaton type MCA Change SC Notiication 3 Partcwam TAINIVERSTY OF BRIGHTON M Intermediate Notifications Username participant Index Forn Date created Date last updated Status Comment Delete Print mists 2 Mca change Scitetfcaton iyi Tese New Norien uncompleted E deee ornedat subi Hticatons react S z username participant Index Fi Date replicated Status Request Status Comment isd Submited Received D lrei 25 02002 12 00 00 CET ab srt Find a Parmar find a Document Prepare amp submits proposal What s New Figure 33 Report Selection Page FP7 layout The FP7 layout is also applied as a default one on the pages without project being selected or for the projects without framework programme specified in CPM In order to display FP6 layout the same steps should be done but for the FP6 project The resulting layout is v 1 04 06 11 2009 35 44 Development and Maintenance of SESAM User s Guide for Project Participants FEES Sease choose one ofthe folowing 1 Create n nen report by slicing the button Creste New Repor 2 Continue adiing an exiting recort by dicing the link in the column For nama of the table erm n Raporte for target Raport 2 Delete an enstng resort by cheking the Inke nthe column Delete tthe table Tntemediate Reor fortarget epert Project Inform
37. mation about Intermediate Reports a Project Contractors different than Project Coordinator are not able to delete Completed Reports Reports with status COMPLETED 8 Access Intermediate Report PDF The PDF file of a previously saved Report may be accessed by clicking the hyperlink PRINT DRAFT in the column PRINT of the INTERMEDIATE REPORTS table The PDF file clearly marked as draft one is created and the FILE DOWNLOAD WINDOW is displayed Figure 8 v 1 04 06 11 2009 14 44 Development and Maintenance of SESAM User s Guide for Project Participants File Download Do you want to open or save this file pe Name report20271 pdf fas Type Adobe Acrobat Document 51 6KB From a jestrovic Open Save Cancel While files from the Intemet can be useful some files can potentially harm your computer If you do not trust the source do not open or save this file What s the risk Figure 8 File Download Window 9 Access Submitted Report PDF The PDF file of a Submitted Report may be accessed by clicking the hyperlink in the column FORM NAME of the SUBMITTED REPORTS table If the PDF file exists for selected Report the FILE DOWNLOAD WINDOW is displayed Figure 8 otherwise if PDF file does not exist still not created appropriate error message is displayed Figure 9 Windows Internet Explorer A The pdf has nat been generated yet Please try again in a few minutes Figure 9 PDF Creation Error Message 10 Acc
38. n Such fields are indicated by a green asterisk next to them Process of Form submission includes the validation of filled in Form In case of unsuccessful submission i e if some Form fields are not properly filled in the refreshed FORM EDITING PAGE is displayed clearly presenting the invalid fields Figure 11 In general 2 kinds of validation are performed e Validation of obligatory fields It is validated if obligatory field or conditionally obligatory field if related condition is fulfilled is filled in with any value e Validation of type It is validated if the field is filled in with a value of appropriate type The following types are supported o String Any text no type validation o Integer Number e g 1 o Double Decimal number e g 1 5 It should be noted that character dot is used as decimal character and not character comma The most common validation errors are the following e Obligatory field or conditionally obligatory field if related condition is fulfilled is not filled in e Integer field is filled in with a decimal number e g 1 5 instead of 1 e Double field is filled in with a decimal number using as decimal character e g 1 5 instead of 1 5 v 1 04 06 11 2009 16 44 Development and Maintenance of SESAM User s Guide for Project Participants You are hers gt EESiLans gt finest arauanert gt TOK Periodic Activity Repert ann Smith Trokrsmi
39. plication Applicant s as on the application Sease complete the table hereafter Figure 22 Table of applications for patent Form Editing Page 2 This table is automatically loaded with the application associated to the current project Having said that if the list must be updated click the ADD OR MODIFY APPLICATIONS button to access the Applications List Page Figure 23 gt Project Management gt Patents Page ode ioe are heres gt m2 Ton List of appl is for Patents Trademarks Registered designs etc Anpiieantts as on the socio Asi Paont Cant ition Project Patents Tupe off Rights Palos Trodemarka Aeaitered Aoaiicatian referenc eas Bajos ar tiic of designs Utility models etc EP123456 applic pn mosaics te suse tane ot pl eked A B mons bets alinie A k x VALIDATED st dal joort Find a Partner t Find a Document Prepare amp aubmit a procosal s whats NeW What ie FP7 FP7 stao by step Find a Cll QUEST version 7 1 8 0 Figure 23 Manage applications for patent list page 3 Enter the TYPE OF IP RIGHTS APPLICATION REFERENCE SUBJECT OR TITLE OF APPLICATION and APPLICANT S fields 4 Click the ADD PATENT button The application for patent is added and the applications list is refreshed to display the changes 5 Update Application Click the link UPDATE of a row from the applications list The field values are displayed on top of the page Mo
40. r to be corrected Person representing one contractor participant on the project Project Contractor that coordinates the project on behalf of the contractors participant index 1 Person representing a reviewer of the project progress Person participating in a project by submitting reports through QUEST i e common term for Project Contractors and Reviewers Information linking particular QUEST Internet user to particular Project Participant thus allowing him her to create various QUEST Reports for the project A link is represented by a combination of username used by user to be authenticated in QUEST as a Project Participant Project ID identifying the project and participant index identifying the particular Project Participant Link not allowing particular QUEST Internet user to create various QUEST Reports for the project but can be activated by the QUEST Administrator or Project Coordinator v 1 04 06 11 2009 4 44 Development and Maintenance of SESAM User s Guide for Project Participants TABLE OF CONTENTS User Manual Submit Questionnaire Save Submit Report Manage Reports 14 Fill In Form 16 Fill In Date Field 19 Fill In Country Form Field Fill In Table with Variable Number of Rows Manage Report Attachments Manage Report Publications Manage publications list Manage applications for patent list Manage e
41. reviously register his organisation account at the EURAXESS Portal as described on the top of the Vacancy Editing Page within the INSTRUCTIONS section Then he will be able to provide the appropriate values on the form for the Organisation Name and Organisation ID as requested from the EURAXESS system ii Click the button SAVE AND EXPORT TO RESEARCHER S MOBILITY PORTAL e In case of successful export i e if all Form fields are properly filled in the JOB VACANCIES PAGE from which the action was initiated is re displayed showing the exported Vacancy with status EXPORTED e The exported Vacancy should be published on the Portal after the Portal s back office check is done If the invalid EURAXESS organisation account submitted on the form the Vacancy will not be published on the Portal after the Portal s back office check is done e In case of unsuccessful export i e if some Form fields are not properly filled in the refreshed VACANCY EDITING PAGE is displayed clearly presenting the invalid fields 4 View Vacancy a Click the hyperlink View in the column ACTION on JOB VACANCIES PAGE for target Vacancy The VACANCY EDITING PAGE is presented displaying the selected Vacancy in read only form 5 Delete Vacancy a Click the hyperlink DELETE in the column ACTION on JOB VACANCIES PAGE for target Vacancy The CONFIRMATION MESSAGE BOX is presented Figure 42 Windows Internet Explorer P Youare about to delete a job vacan
42. roand dost Exploitable productts or measures Ld Sectors of apotication siak a sae C Patents or other IPR exploitation licenses l Owner amp Other Beneficlary s lnvalved S Acid ExglotahiaFeregroumd _CancelEdtian Project Exploitable Foregraunds Enolonabie Foreground Enpiortable product s sector of Timetable umor s other Pa PEP KERE Bersa e eee Beary involved Status Aeons a foroaround soar commercial use beneficiary invcivod veuparen on em ate anoano latte roduc sears metal asore onna eoms idite Figure 26 Manage exploitable foregrounds list page 3 Enter the EXPLOITABLE FOREGROUND DESCRIPTION EXPLOITABLE PRODUCT S OR MEASURE S SECTOR S OF APPLICATION TIMETABLE COMMERCIAL USE PATENTS OR OTHER IPR EXPLOITATION OWNER amp OTHER BENEFICIARIES INVOLVED fields 4 Click the ADD EXPLOITABLE FOREGROUND button The exploitable foreground is added and the exploitable foregrounds list is refreshed to display the changes 5 Update Exploitable Foreground Click the link UPDATE of a row from the exploitable foregrounds list The field values are displayed on top of the page Modify these values and click the UPDATE EXPLOITABLE FOREGROUND button to save the changes as presented in Figure 27 Click on Cancel Edition if you want to cancel the edition of the publication okos ss are here gt FED Heme gt Project Management gt Explain Foregraunds Lit Hadasik Exploitabl
43. roject Coordinator s he should not be able to create new Reports for other Project Contractors if not explicitly linked through QUEST I to the particular Project Contractor b Open previously saved Report i Click the hyperlink in the column FORM NAME of the INTERMEDIATE REPORTS table for target Report The FORM EDITING PAGE is presented Figure 10 displaying the selected Report e Project Contractors different than Project Coordinator should not be able to edit Reports with status COMPLETED 7 Fill in Form please refer to 0 Fill In Form 8 Save Submit Report a Save Report i Click the button SAVE The REPORT SELECTION PAGE from which complete action was initiated is presented Figure 6 b Submit Report i Click the button SUBMIT e In case of successful submission i e if all Form fields are properly filled in the REPORT SELECTION PAGE from which complete action was initiated is presented Figure 6 o Incase of Project Participant different than Project Contractor instead of being stored as Submitted Report the Report is stored as a Completed Report and displayed in the table INTERMEDIATE REPORTS with status COMPLETED Afterwards the Report may be further edited and submitted finally by the Project Coordinator v 1 04 06 11 2009 12 44 Development and Maintenance of SESAM User s Guide for Project Participants e In case of unsuccessful submission i e if some Form fields are not properly filled in the re
44. roporl Whats Nen v 1 04 06 11 2009 25 44 Development and Maintenance of SESAM User s Guide for Project Participants Figure 19 Manage publications list page 3 Enter the TITLE MAIN AUTHOR TITLE OF THE PERIODICAL OR SERIES NUMBER DATE OR FREQUENCY PUBLISHER PLACE OF PUBLICATION YEAR OF PUBLICATION RELEVANT PAGES PERMANENT IDENTIFIERS if applicable fields and check the OPEN ACCESS field 4 Click the ADD PUBLICATION button The publication is added and the publications list is refreshed to display the changes v 1 04 06 11 2009 26 44 Development and Maintenance of SESAM User s Guide for Project Participants 5 Update Publication Click the link UPDATE of a row from the publications list The field values are displayed on top of the page Modify these values and click the UPDATE PUBLICATION button to save the changes as presented in Figure 20 Click on Cancel Edition if you want to cancel the edition of the publication roaa courcinnor VOUS Per Fz tama gt prasec Management gt Publestons Liet sme Publications List ee fo hames Project Publications ical int identifiers 3 Sou E 1 pe S a P ome tee O r a ameraoro vores Apih to vases weit FA z lat iyib p oye pers What ie 977297 step by step t Find a Calls Get Supports Find a Partner Find a Document Prepare submit a proposal 1 Whats New Figure 20 Update publication 6 Delete p
45. s well as buttons PREVIOUS and NEXT 5 Activate Link A Pending Link may be activated by considering the following steps a Click a hyperlink in the column PENDING LINKS for target Link The CONFIRMATION MESSAGE BOX is presented Figure 37 Windows Internet Explorer 2 J You are about to activate selected link Are you sure you want to proceed Ce Cae Figure 37 Confirmation message box b Click the button OK to proceed or CANCEL otherwise The Link is activated and refreshed USERS VALIDATION RESULTS PAGE is displayed reflecting the new status the Link should appear in the column ACTIVE LINKS instead of PENDING LINKS 6 Delete Link An Active Link may be deleted by considering the following steps a Click a hyperlink in the column ACTIVE LINKS for target Link The CONFIRMATION MESSAGE BOX is presented Figure 38 Windows Internet Explorer P You are about to delete selected link Are you sure you want to proceed ma Figure 38 Confirmation message box b Click the button OK to proceed or CANCEL otherwise The Link is deleted and refreshed USERS VALIDATION RESULTS PAGE is displayed reflecting the new status the Link should disappear from the column ACTIVE LINKS v 1 04 06 11 2009 38 44 Development and Maintenance of SESAM User s Guide for Project Participants Manage Vacancies The user can manage vacancies within QUEST application exporting them afterwards to EURAXESS Portal once they are fina
46. t INSTRUMENT b Select project type using the drop down list PROJECT TYPE C Enter Project ID in the field PROJECT ID 3 Click button NEXT The NEW PARTICIPANT REGISTRATION PAGE is presented Figure 30 4 Provide Project Contractor or Project Reviewer identification information a Provide Project Coordinator identification information i Select PROJECT COORDINATOR from the drop down list PROJECT PARTICIPANT TYPE b Provide Project Contractor identification information i Select PROJECT CONTRACTOR from the drop down list PROJECT PARTICIPANT TYPE ii Select PARTICIPANT NAME from the drop down list PARTICIPANT v 1 04 06 11 2009 33 44 Development and Maintenance of SESAM User s Guide for Project Participants Voter hee gt Et ome gt Preiecttianacement gt Hew Pariepant Registrian lis lotr Smith eann tone Register as new participant Paniepsrsbovord th erita usare musiva in mors thar one peje a mera than ene parispant ara prsest Golan gaining the access for submiain az aaeh pew preject Akas bonguranion reu ved eug te 2399 ater the paris pnt relate information and sk he burion Regis t register yours s rew participare Personal information Project Identification roect tyre Project participant identification Prozact sarscant svoe a Figure 30 New Participant Registration Page with Project Participant Identification C Provide Project Reviewer identificat
47. ter by ciclina om iter too Prajac nthe meno othe le Project 012565 Wa 7 ae 1 Get Supper Find Parner Find Figure 4 Select Project Page 2 Select the project Id from drop down list PROJECT ID 3 Click the button WORK WITH The WORK WITH A PROJECT PAGE is presented Figure 5 oa hat i 59 Jant rare amp submit a proposal s What s New Figure 5 Work with a Project Page 4 Click any of the available links in the menu REPORTS REVIEW REPORTS ASSESSMENT REPORTS DOCUMENTS AMENDMENT REQUESTS NOTIFICATIONS The REPORT SELECTION PAGE for specified project and particular Project Participant is presented Figure 6 5 Specify Report a Select form type using the drop down list REPORT DOCUMENT AMENDMENT NOTIFICATION TYPE b Select participant using the drop down list PARTICIPANT c If applicable select REPORTING PERIOD for which the report will be submitted v 1 04 06 11 2009 9 44 Development and Maintenance of SESAM User s Guide for Project Participants 6 Open Report for editing a Create new report i Click the button CREATE NEW REPORT DOCUMENT AMENDMENT REQUEST NOTIFICATION e Incase that data may be imported from some previously submitted Report e g the Report to be created is periodic one and there are Reports submitted for previous reporting periods the DATA IMPORT WINDOW is presented Figure 7 To proceed without data import click the button No
48. ttachments Attachment Type Delete File Attachment Type x Upload Close internet Figure 15 Attachments Window 3 Click the button BROWSE and browse for the attachment The path of the selected file is displayed inside the field in front of the button BROWSE Select the ATTACHMENT TYPE from the drop down list Click the button UPLOAD The button UPLOAD becomes disabled and the uploading of the selected file as a Report attachment is initiated After the file upload is finished the button UPLOAD becomes enabled and refreshed ATTACHMENTS WINDOW is displayed reflecting the modified information about the Report attachments 6 Access Attachment An attachment may be accessed by clicking the hyperlink in the column ATTACHMENT of the ATTACHMENTS table The FILE DOWNLOAD WINDOW is displayed 7 Delete Attachment An attachment may be deleted by clicking the hyperlink in the column DELETE of the ATTACHMENTS table The ATTACHMENTS WINDOW is refreshed reflecting the modified information about the Report attachments v 1 04 06 11 2009 22 44 Development and Maintenance of SESAM User s Guide for Project Participants Manage Report Publications This option allows attaching publications to the Reports to be submitted on the reports where the publications available e g IAPP ITN Final Report In order to attach publications the following steps should be considered 1 Reach the FORM EDITING PAGE F
49. ublication Click the DELETE link or the REJECT link for Pending publications visible to Project Coordinator The publication row is removed from the system and the publications list is refreshed accordingly 7 Validate publication For project coordinator only click the VALIDATE button of one row having status PENDING The status is updated to VALIDATED and the publication becomes therefore visible in the reports 8 Change publication order Click the arrows of the publications list as presented in Figure 21 The corresponding publication moves to the top up down or to the end respectively from left to right Click the CHANGE ORDER button to save the publications order Tert Figure 21 change publication order Manage applications for patent list This option allows managing the applications for patent lists to the Reports to be submitted on the reports where the application for patents available e g CP CSA NoE Final Report In order to manage the applications for patent list the following steps should be considered 1 Reach the FORM EDITING PAGE Figure 10 displaying the Form containing the List of application for patents as presented in Figure 22 v 1 04 06 11 2009 27 44 Development and Maintenance of SESAM User s Guide for Project Participants TEMPLATE BA LIST OF APPLICATIONS FOR PATENTS TRADEMARKS REGISTERED DESIGNS UTILITY MODELS ETC Application reference s e o EP123456 Subject or title of ap
50. vered by this recruitment during this reporting period ToraL pmm rorat couractors Please note that totals will be calculated automatically on sava or submit burton caloulats may be usad for this puranose as wall the comrae Peparing pariod What is FP stop by staps Find a Calls Got Supports Find a Partner Find a Documents Prepare amp submit a proposals What s New Figure 11 Form Editing Page With Displayed Invalid Fields v 1 04 06 11 2009 18 44 Development and Maintenance of SESAM User s Guide for Project Participants Fill In Date Field This option allows filling in date form fields in a user friendly way In order to fill in date form field the following steps should be considered 1 Reach the FORM EDITING PAGE Figure 10 displaying the Form with at least one date field 2 Click inside the date field The DATE WINDOW is displayed Figure 12 February 2009 Wk Mon Tue Wed Thu Fri Sat Sun u 6 2 3 4 5 6 7 z 10 11 12 13 14 8 16 17 1 8 19 2 28 9 23 24 25 26 27 2 Today is Mon 16 Feb 2009 Figure 12 Date Window 3 Browse for a date and click on a date The DATE WINDOW is closed and the selected date is displayed in the edited field on the FORM EDITING PAGE from which complete action was initiated v 1 04 06 11 2009 19 44 Development and Maintenance of SESAM User s Guide for Project Participants Fill in Country Form Field This option allows filling in country form fields in
51. xploitable foregrounds list Access User Document Send Email to Helpdesk Login and Register User Register as a New Participant FP6 FP7 Layout Different Layout for The FP6 FP7 Project Selected Manage User Project links Manage Vacancies Manage Deliverables v 1 04 06 11 2009 5 44 Development and Maintenance of SESAM User s Guide for Project Participants The SESAM Front Office GUI implements the following functionality e filling in and submitting Questionnaires e filling in saving and submitting Reports e deleting Intermediate Reports e accessing PDF files of Intermediate Reports e accessing PDF files of Submitted Reports e accessing attachments of Submitted Reports e accessing User Documents e sending emails to helpdesk e different layout for the FP7 project selected e managing of the Participant Registrations Project Links by Project Coordinator e collecting and forwarding of Vacancies to Euraxess e managing Project Publications e managing Project Applications for Patent e managing Project Exploitable Foregrounds e managing Deliverables v 1 04 06 11 2009 6 44 Development and Maintenance of SESAM User s Guide for Project Participants Submit Questionnaire This option allows submitting Questionnaire for specified project Note if you access to the application through the Participant Portal this functionality is not available In ord
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