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Guide Participant Portal

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1. Call Programme A ct Lj ty codes Figure 30 Project Menu and Summary Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 35 of 51 2 7 3 Roles of a Project The figure below shows the roles and dependencies inside a project Business Roles Participant A Coordinating Participant B Participant Coordinator Contact Coordinator As Participant Contact plus Contact e Nominate amp Revoke Participant Contact Participant Contact e Change User in own Role e Nominate amp Revoke Representatives Enrol Provision Revoke Tasks Managers amp Project Team Members Participant A Participant B Contact Contact Named Representative e Change User in own Role Nominate amp Revoke Representatives Admin e Enrol Provision Revoke Tasks Managers amp Project Team Members Admin amp Scientific Proposed signator PR AS p g y Sci ntific Admin Finar iai Preposed Scientific Admin Finantial Proposed Scientific Admin Financial F 9posed es amp Technical amp Illegal amp Technical amp Ledal A amp Technical amp Legal x e Ih tud i o eid Manager Manager Manager F a Portal Roles fi ask Manager Modifying Access to Project artefacts within a defined scope create read update delete Manager Manager Manager F S AL
2. Figure 36 Project list of a Coordinator Contact When you click on the orange Edit Consortium icon E of the Project list see Figure 36 Project list of a Coordinator Contact the Consortium Management screen is displayed In this screen you can see and modify the Participant Contact details for each organisation participating to the project You can assign new Participant Contact in empty fields or modify existing one by entering their email address Note that due to the fact that Coordinator Contact roles are granted outside of the Participant Portal itself you will not be able to change your own details in the Consortium Contact detail management screen see Figure 37 Managing the Participant Contact details below Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 41 of 51 PARTICIPANT CONTACTS OVERVIEW FOR ARASCOM 2227620 Coordinator THE EUROPEAN ORGANISATION FOR THE EXPLOITATION OF METEOROLOGICAL SATELLITES 999619533 jean jacques lepere ext ec europa eu Name LEPERE Jean Jacques Participant Contacts THE EUROPEAN ORGANISATION FOR THE EXPLOITATION OF METEOROLOGICAL SATELLITES 999619533 jean jacques lepere ext ec europa eu Name LEPERE Jean Jacques SISTEMAS RADIANTES F MOYANO S A 999593149 Name COMMISSARIAT A L ENERGIE ATOMIQUE ET AUX ENERGIES ALTERNATIVES 999992401 christian _huwaent CEAEA org Name HUWAERT Christian SELEX SISTEMI IHTEGRATI SPA 899349721 Name DE BOUVER Oliver Name
3. SEVENTH FRAMEWORK PROGRAMME Participant Portal Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 1 of 51 Tage E ied eld RT 4 Participant Portals main SS MR TTE TE TT TU PO TU TUTITMIMETT 4 Facai Porter Sali SEVICES inci RE HERE QU EEE 5 System requirements Tor using the Participant Portal usine nin tinci nex Gu Peine tue IPC mex C adu su im ed Rast inen ct du 5 Where can the participants get support sseesssssssssssseeeeennnene ene nennen nnne nnns nnns nnn 6 1 HOW TO ACCESS THE PAR HOIPANT PORTAL sessies indieni ne Eaa 7 1 1 European Commission s Authentication Service cccccccccseececseeeesseceseeeeseeueeseeeeessaeeesaeeeesaees 7 le Uo else Ucet m 7 lo esis eg CoM alm acl al el E dc UO Tree reer tr ree TE 9 1 4 Log out from the arclilel ers gga iz ne ee EET 11 2 HOW TO USE THE PARTICIPANT PORTAL game ee en en ne ee ee eee 12 AMEMELO a eo RE te ear Oe ed oe eee ele ee ee ee eee eee eer eee eee 12 2 1 1 Role basics M E 12 ee o UAI Mc mtm 14 eae DOK aieusestsastdedstcesizrddncd destuns tq irs ntes idus tcembscahaen gt SP EWEETRUPEPP EE PUEDETIEOSSUERUERA 15 2 3 Identify opportunities find FP7 documentation ccccecccseeecceeeeceeecceeeeseeccueeeseeeeseeeeneeeesaes 15 2 4 Search for an organisation and retrieve its Participant Identification Code 15 2 5 Register an organisation saictcvecnritaiecnisiccercdit
4. A L F S Team Member A L F S Proposed Signatory Participant Contact Coordinator Contact Administrative and Legal Representative Financial Representative Task Manager A L F S Team Member A L F S LEAR account administrator Proposed Signatory Participant Contact Coordinator Contact Administrative and Legal Representative Financial Representative Task Manager A L F S Team Member A L F S LEAR account administrator Proposed Signatory Participant Contact Coordinator Contact Administrative and Legal Representative Financial Representative Task Manager A L F S Team Member A L F S LEAR account administrator Proposed Signatory Participant Contact Coordinator Contact Scientific Representative Task Manager A L F S Team Member A L F S LEAR account administrator Any role Any role Any Table 1 Processes Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 13 of 51 2 1 2 Identify your roles Every user will benefit from different rights crediting them with access to specific information and services These rights are related to the role s the user plays within an organisation as a LEAR or Account Administrator and or a project as a Coordinator Participant Representative Task Manager or Team Member You can identify your role s by following these instructions 1 Logon to the Participant Portal Select the My Roles tab If you have one or more organisation role
5. LOGIN Login help is available here amp Portal registration demo is available here Figure 7 Login box Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 11 of 51 2 HOW TO USE THE PARTICIPANT PORTAL 2 1 Holes 2 1 1 Role basics Every user will benefit from different rights crediting them with access to specific information and services Once a user has been authenticated the list of actions that can be performed in a FP7 CIP project context depending on the user s role is displayed see Figure 8 Home Page after login Ato Z Sitemap Search About this site Contact Legal Notice English fen H g j l European Commission RESEARCH Participants European Commission gt Research gt Participant Portal 2 Home PROCESSES Change Password Wu Logout John Doe Login help is available here Portal registration demo is available here Manage Organisations Search 4 k Register Manage in organisati Fi F an organisation rj Manage roles and delegations You can consult FAQS Read b FP7 related Watch the demonstration of igi the Participant Portal Introduction Search Lr a 11 If you cannot find an answer there then submit your question via the eFP service desk Neg otiations See the online user manual Browse andar WHAT S NEW Participant Portal V2 2 10 2010 amp Many nice updates read mor
6. Request not yet validated You are directed to URF and your data can be modified DATA OF THE ORGANISATION CHICKEN COMPANY Chicken Company PIC 991355812 Organisation Legal Address Active LEAR View Status Street Egg Street Number 23 Title Mr Post Code 1000 City Brussels First Johan County BE Name Last MILIO Name Phane 0257798324 Email johan milio ext ec europa eu Fax Request History PAGE 10r 1 First Previous Next Last Date Organisation Name Type Status Action 18 02 2010 Chicken Company LEAR UPDATE CREATED View Update Delete 18 02 2010 Chicken Company LEAR UPDATE DELETED 18 02 2010 Chicken Company LEAR UPDATE VALIDATED View 17 02 2010 Chicken Company SELF VALIDATED View REGISTRATION Figure 18 Status of an Organisation Request not yet validated Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 25 of 51 2 6 2 View Projects of an Organisation By clicking on the View Project link you can have a view of all the Projects an organisation is involved in see Figure 19 Project list of an Organisation M Y ORGANISATIONS Organisation s as LEAR or Account Administrator COUNCIL FOR SCIENTIFIC AND INDUSTRIAL RESEARCH PIC 999646693 Contact Information VAT A4470114283 Email gt WOGWWLRO ACTXPYKV ZNV NACE XTMXNJILT MFZONGQBR TNS Phone gt 427128413262 Fax Web gt WWW CSIr CO za Postal Address Street Meiring Maude Road Brummeria Numb
7. 03 2011 Release 2 2 6 Page 50 of 51 LEAR A legal signatory of each legal entity will be asked by the Commission to appoint one person the so called LEAR Legal Entity Appointed Representative for being the correspondent towards the Commission on all issues related to the legal status of the entity The LEAR provides the Commission with up to date legal and financial data including supporting documents where necessary and commits to maintain the account so that it is up to date enabling future use for grants and other transactions between the entity and the Commission research and other programmes This person is chosen by the organisation itself in order to ease the communication with the E C amp avoid double registrations Only the LEAR may do a Change request of his organisation s data through URF and submit legal documents through URF Status of validation Indication that data provided in a form have been validated by the Commission Participant Portal The Participant Portal hosts services that facilitate the monitoring and the management of the participants proposals and projects It is a secure Internet site that ensures adequate authentication and confidentiality mechanisms based on the European Commission Authentication Service ECAS Participant Any entity legal or otherwise that has some dealings with FP or CIP programmes For example Legal Entity as partner to a grant agreement department or institu
8. Coordinator BEWHSCHES GENTRA RER dE UM biHetedHRT E DLR 99995 73 Legal data Authorised representatives Eligible costs Organisation status Contact persons Bank account Participants 7 Local intranet ENS 4 amp E Figure 42 NEF More information on how to use NEF can be found in the NEF user guide ftp ftp cordis europa eu pub fp7 docs nef userquide coordinators participants en pdf Please note that the Participant Portal is the single gateway to NEF for both coordinators and other participants involved in negotiations replacing the old way of accessing NEF the access key mechanism 2 7 5 Access to the reporting activities In order for a user to have access to the Reporting functionality s he must have e the role of scientific representative or task manager with the scientific scope either of the project coordinator or of another beneficiary in the grant for the technical reporting Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 45 of 51 e the role of financial representative or task manager with the financial scope either of the project coordinator or of another beneficiary in the grant for the financial reporting 2 7 5 1 Accessing the reporting functions Log on to the Participant Portal Once you are connected to the secured environment of the Participant Portal select My Projects tab The list of the projects you are involved will be displayed p i I9 x For
9. RESEARCH BABOKRITOS 3265887 PARTICIPANT e NATIONAL AND KAPOERA UNIVERSITY OF TRANQUILITY 3254546 COORDINATOR e UNIVERSITAET BASEL 2545545 PARTICIPANT e COUNCIL FOR HUMORISTIC AND INDUSTRIAL RESEARCH 23157987 PARTICIPANT e CENTRE INTERNATIONAL DE LA RECHERCHE SCIENTIFIQUE 35454654 PARTICIPANT UNHIMERSIDAD DE PONOMO 546545465471 PARTICIPANT e BAM 3 4 NATURAL PRODUCTS KORRES ANONIMI ETERIA Fy SiKA PROIONTA 546545157 PARTICIPANT Figure 21 Details of a project Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 28 of 51 2 6 3 Roles of an Organisation Business Roles Participant A i l As Account Administrator plus Nominate amp Revoke Account Administrators l esi UAE pete cs LU PI I LI is eee pe ed as Re ane Rs e ies iy a sire ate Portal Roles qa re ii Mic duum NS cur Account Administrator DEN Maintain Participant data Revoke Coordinator Contact Confirm revoke Project Contact Named Officers i l i Admin Admin Admin 5 Ay A2 A3 sh Figure 22 Participant User Account Management By clicking on the Holes link in the My Organisation tab you can display all the roles of the people in your organisation See Figure 23 Roles of the Organisation ROLES OF THE ORGANISATION COUNCIL FOR SCIENTIFIC AND INDUSTRIAL RESEARCH Depending of your rale in the organisation you could grant ar revoke contact Details are available
10. UNIVERSITA DEGL TOD PERUGIA 999846319 FONDAZIONE BRUNO KESSLER 999625450 THALES ALENIA SPACE FRANCE 999908205 TECHNISCHE UNIVERSITAET DARMSTADT 899386581 UNIVERSIDAD POLITECHICA DE MADRID 899974844 Save Changes J Reset Figure 37 Managing the Participant Contact details Select Save Changes in order to save your data Select Return to list from the In the confirmation message click OK in order to save your data or Cancel Figure 38 Confirmation of creation modification of a Participant Contact Windows Internet Explorer The following changes have been prepared ADDED bernard mahieu ext ec europa eu to CENTRE NATIONAL DE L RECHERCHE SCIENTIFIQUE CNRS 999997930 MODIFIED teresa ghirelli Inf infr it gt johan milio ext ec europa eu For null From ISTITUTO MAZIOMALE DI FISICA NUCLEARE 999992789 These settings can be modified at a later time Figure 38 Confirmation of creation modification of a Participant Contact Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 42 of 51 2 7 4 Access to the negotiations activities Negotiation Facility tool NEF Your project has been selected for negotiation Once the negotiations are opened by the Commission you will receive an e mail see Figure 39 Invitation from NEF inviting you to connect to the Participant Portal in order to access the negotiation sessions supported by NEF Figure 40 Projects list Access N
11. any of your project that is in the Active phase you can access both the technical reporting deliverables as the financial one Form C Once you have clicked on the link you will be redirected to the right supporting application PROJECT LIST FOR JEAN JACQUES LEPERE The list displayed below might not be the exhaustive list of the FFT CIF projects associated with your organisation Only the projects for which on line services are available through the Participant Portal for the specific user are currently presented Technical work is ongoing to resolve this limitation If you are a LEAR of your organisation please visit the tab My Organisations and follow the link View projects to have the list of projects linked to your organisation A LEAR can only view projects their organisation is linked with Granting access to projects is done separately Please contact the Project Coordinator if you want a participant contact rale of contact your participant contact to obtain a specific rale Show entries Search Acronym Prog er e CELLSEC FPT PEOPLE FP 219339 ti Reporting amp Financial 2007 4 2 IF Deliverables Reporting Showing 1 to 1 of 1 entries filtered from 24 total entries Figure 43 Access to Reporting applications Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 46 of 51 2 8 Manage roles Please see sections 2 1 Roles 2 6 3 Roles of an Organisation and 2 7 3 Roles of a Project for a co
12. in the user manual You can only revoke roles you have granted Show entries search i EET Role Name 7 Email Project LEAR LEPERE Jean Jacques jean jacques lepere address com Account Admin HUWAERT Christian christian huwaen address com Account Admin withspace address com Account Admin goblem yahooooocom Account Admin Space asda com Participant Contact MOSLINGER Andrea wim Vvan pelt address com 215010 Participant Contact psteenkamp csir cojp 245199 D EE DV RON DS DIN TN Participant Contact SCHEEL MONTEIRO pmonteir address com 2648679 Pedro Participant Contact TAUTE Barend btaute address com 217937 ARIA Participant Contact SMEDDEN Glen gsnedden address com 213414 Showing 1 to 10 of 32 entries 2 3 4 Next Last Figure 23 Roles of the Organisation Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 29 of 51 As explained in section 2 2 you can use the Search box to filter out any list displayed by the participant portal 2 6 3 1 Add a role to an organisation As LEAR you can add an Account Administrator role Just click on the Add button Just enter the email address of the person that will get the Account Administrator He will receive a mail announcing him his nomination If not already done he will be asked to register in ECAS See Figure 24 Add an Account Administrator role ADD ROLE EMAIL ADDRESS used to register in the Portal ROLE GIVEN is ACCOUNT ADMINISTRA
13. links will be present at the right of the screen Organisation s Data View Projects Roles By selecting one of these 3 links you can open a new portlet below the Organisations sub tab 5 If you are not a LEAR or Account Administrator but only linked to an organisation as a project member you will only be able to see the Roles link 2 6 1 Status of my organisation By clicking on the Organisation s Data link in the My Organisation tab see Figure 15 My Organisations you can 2 6 1 1 Check if your request has been validated or is in validation DATA OF THE ORGANISATION COUNCIL FOR SCIENTIFIC AND INDUSTRIAL RESEARCH COUNCIL FOR SCIENTIFIC AND INDUSTRIAL RESEARCH PIC 999646693 Organisation Legal Address Active LEAR Status VALIDATED Street Motoko Kusanagi Road Number 46 Title New Tokyo First Name P O Box 395 Last Name Post 0001 City New Phone Code Tokyo Email Country JP Fax Request History Pace 1 or 1 First Prevous Next Last Date Organisation Name Tyg 26 06 2009 COUNCIL FOR SCIENTIFIC AND AR UPDATE VALIDATED INDUSTRIAL RESEARCH 15 05 2009 COUNCIL FOR SCIENTIFIC AND LEAR UPDATE VALIDATED View INDUSTRIAL RESEARCH 27 03 2009 COUNCIL FOR SCIENTIFIC AND AR UPDATE VALIDATED INDUSTRIAL RESEARCH Figure 16 Status of an Organisation A web portlet is a small self contained window within a web portal that displays useful information or offers a relevant service Participant Portal User s Guide
14. must be completed within 1h30 after your original request 6 Goto your mail box You will see that the European Commission Authentication Service has sent you a message to initialise your password Open it and click on the link indicated in the e mail you will be redirected to the Password initialisation page of ECAS Figure 3 Password initialisation page of ECAS Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 8 of 51 European Commission Authentication Service Logout nspedebr Change Password Privacy Statement Contact Help Bruno 5PEDERXXXX gt gt EUROPA gt Authentication Service gt Change password Change ECAS password Username nspedebr Domain External The new ECAS password Confirm new ECAS password Passwords may not include your username and must contain at least 10 characters chosen from at least three of the following four character groups no other characters are permitted apart from the white space Upper Case Ato 2 Lower Case a to z Numeric 0 to 9 Special Characters Eua T 22 8 NM 41e Examples mmLunwRnLO vbyOORHoK1 WE 2G6Q0 De Generate other sample passwords Note Please take great care in entering your new password Once you have created it you will only be able to change or reset it yourself after 1 day amp Figure 3 Password initialisation page of ECAS On the password initialisation page create and initialise your passwo
15. of obsolete access rights e Inform the Commission on time when the Coordinator Contact has to be changed 2 7 3 2 Second level Participants Contacts At the second level of the pyramid there are the Participant Contacts who are the main contact persons for the coordinator at the participating beneficiaries Nomination of only one person per beneficiary and project is possible in this role By default these roles are provisioned with the respective names and contact details given in the proposal These persons can be changed by the Coordinator Contact without approval by the Commission The Participant Contacts have the right to grant and revoke roles to Scientific Administrative Financial Legall Representatives third level as well as Task Manager and Team Members 4 level within their organisation At the third level and below several persons can be nominated in the same role and the same person can be nominated in several roles Specific responsibility of the Participant Contact e Assure that the assignments of third level roles within the own organisation are up to date and reflect the reality including removal of obsolete access rights e Inform the Coordinator Contact when the Participant Contact has to be changed 2 3 3 Third level Named Representatives At the third level of the pyramid there are the named representatives and the authorised signatory in each participating organisation Their Participant Contact can nom
16. to the Negotiation Facility tool NEF see 2 7 4 Access to the negotiations activities Negotiation Facility tool NEF 5 f you have a vast amount of projects you can filter them using the Search box as explained in section 2 2 If you select the acronym of a project from the list see Figure 28 Selecting the Acronym of a project a Project Details portlet will replace the project list It contains a more complete set of information about the project that was selected You can go back to the project list by using the project menu portlet described in section 2 7 2 below PROJECT LIST FOR JOHN DOE The list displayed below might not be the exhaustive list of the FPT CIP projects associated with your organisation Only the projects for which on line services are available through the Participant Portal for the specific user are curently presented Technical work is ongoing to resolve this limitation If you are a LEAR of your organisation please visit the tab My Organisations and follow the link View projects ta have the list of projects linked to your organisation A LEAR can only view projects their organisation is linked with Granting access to projects is done separately Please contact the Project Coordinator if you want a participant contact role or contact your participant contact to obtain a specific rale Show entries a ah Acronym Call ProjectID Roles Phase FPfACT 200 7 2 FP 222620 r1 Active Periodic ARASCOM Rep
17. 17 03 2011 Release 2 2 6 Page 23 of 51 2 6 1 2 View organisation or change within request history You get redirected to URF No extra authentication will be requested In URF you will be able to view or modify your organisation data or verify the status of your registration request if it has been validated or not See Figure 16 Status of an Organisation 2 6 1 3 Create a change request If you need to change the data of your organisation through URF you have to click on the Update link See Figure 17 Status of an Organisation Update request You are then redirected to URF where you can create an update request of your data DATA OF THE ORGANISATION COUNCIL FOR SCIENTIFIC AND INDUSTRIAL RESEARCH COUNCIL FOR SCIENTIFIC AND INDUSTRIAL RESEARCH PIC 999646695 Organisation Legal Address Active LEAR Mew Status VALIDATED Street Motoko Kusanagi Road Number 46 Title Update New Tokyo First Name F O Box 3985 Last Name Post 0001 City New Phone Code Tokyo Email Country JP Fax Request History Pace 1 or 1 Finst Prevous Next Last Date Organisation Name Type Status Action 26 05 2008 COUNCIL FOR SCIENTIFIC AMD LEAR UPDATE VALIDATED View INDUSTRIAL RESEARCH 16 05 2009 COUNCIL FOR SCIENTIFIC AMD LEAR UPDATE VALIDATED View INDUSTRIAL RESEARCH 27 03 2009 COUNCIL FOR SCIENTIFIC AND LEAR UPDATE VALIDATED View INDUSTRIAL RESEARCH Figure 17 Status of an Organisation Update request Please note t
18. 33 Roles of a project 2 7 3 7 Add a new role in your project When you click on the Add button Figure 33 Roles of a project you have to enter the email address of the user you grant in the Add role area Figure 34 Add role This user will receive a notification see section 2 9 Manage notifications announcing him his nomination If not already done he will be asked to register in ECAS Then depending on your own role you have to choose the role given see Figure 31 Business and portal roles in a project and Error Reference source not found for more information about the nominations you can make depending on your own role Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 39 of 51 ADD ROLE Hominate Role on Acronym AgroGos Project ID for FEMAIL ADDRESS sedtoregaternmeroma OOO O Task Manager B ADMIN LEGAL Mandatory field Figure 34 Add role In the above example an Administrative and Legal Representative is adding a Task Manager He she still need to decide what scope the Task Manager will be able to work in Admin Legal or Both 2 3 8 Revoke a role from your project Depending on your role you can also revoke some roles roles see Error Reference source not found Select the check box on the left of the role to be revoked Click on the Revoke Selected button and confirm the revocation The page at https Avww acceptance ec euro Eq You are about to noti
19. 51
20. AT number field with at least a three character string The other search fields can be left blank However too unspecific queries may result in a long results list The results list are truncated after the 200th record If searching for a legal name in the national language does not yield results you might try with a translation in English nen a wo pw d Mandatory fields NOTE Search PIC functionality applies to under validation and validated organisations Name of the organization a PIC v Country City 7 VAT number Status v THE WALT DISNEY STUDIOS SCHWEIZ GMBH 992654060 CH ZURICH CH279815 VALIDATED Showing 1 to 1 of 1 entries Figure 12 Search Results This feature is also available when you are not logged in but there is an additional field to be filled for the security code As explained in section 2 2 you can use the Search box to filter out any list displayed by the participant portal 2 5 Register an organisation In the past participants had to provide the Commission with their organisation legal and financial information every time they submitted a proposal or negotiated a contract This is simplified in FP7 Participants can register their organisations data ONCE This will generate a Participant Identification Code PIC which defines their organisation s details and status to be used in the process of electronic proposal submission and negotiation Registering an organisation will allow you to rece
21. CIRCLE FP7 KBBE 2008 2B FP 22 204 CARBOCHANGE FP7 ENV 2010 FPF 254878 CHAARM FPY HEALTH 2009 single stage FP 242135 CLUVA FP7 ENV 2010 FP 255137 DevCoCast FP7 ENV 2007 1 FPF 211307 Active DIGITALWORLD FP7 CT 2007 1 FP 216513 Active Showing 1 to 10 of 31 entries 2 3 4 Next Last Negotiation Negotiation Active Active Active Negotiation Active Negotiation PROJECT DETAILS FOR AGROCOS 245336 Title From Biodiversity to Chemodiversity Novel Plant Produced Compounds with Agrochemical and Cosmetic interest Project ID FP KBBE 2009 3 RID Programme Keywords Activity Codes KBBE 2008 3 1 04 Abstract Lorem ipsum dolor sit amet consectetur adipiscing elit Fusce placerat gravida nunc ac laoreet erat sodales quis Fusce id dui nisl Maecenas ut sem nec nibh suscipit elementum non quis urna Integer faucibus neque ac pretium feugiat nisl metus laoreet massa sit amet fringilla Sem urna a arcu Vestibulum pellentesque euismod tempor Nullam nulla augue laoreet dictum tristique eget dapibus in ipsum Nunc varius ultrices faucibus Nam egestas urna non elementum pretium mauris turpis eleifend nulla vitae elementum ligula nisl in lectus Nulla sit amet nisl elit id fermentum lacus Nunc lacus orci bibendum vel aliquet ut rhoncus non nulla Participants e BRUBER BABY SPIN GMBH 99991254 PARTICIPANT BASF SE 8125643 PARTICIPANT e NATIONAL CENTER FOR SCIENTIFIC
22. ISCHE UNIVERSITAET DARMSTADT 999912341 PARTICIPANT Diss ICT 2007 3 6 amp THALES ALENIA SPACE FRANCE 999912345 COORDINATOR codes amp SISTEMAS RADIANTES F MOYANO S A 899512349 PARTICIPANT e COMMISSARIAT A L ENERGIE ATOMIQUE 99912341 PARTICIPANT UNIVERSITA DEGLI STUDI DI PERUGIA 9991234419 PARTICIPANT e UNIVERSIDAD POLITECNICA DE MADRID 89912344 PARTICIPANT EADS DEUTSCHLAND GMBH 999123419 PARTICIPANT e FONDAZIONE BRUNO KESSLER 99912340 PARTICIPANT Figure 29 Project Details 2 7 2 The project menu and project summary portlets Whenever specific project information is displayed in the main area of the portal two portlets are shown on the left side of the screen project menu and project summary see Figure 30 Project Menu and Summary The Project Summary will display core essential information about the currently selected project Acronym ID Call Programme and Activity codes The Project menu allows the following global navigation actions e Returning to the project list by selecting the Back to list orange Backtolist o button e Displaying the Project Details e Managing Roles that you have nominated for the project e Managing the Project Consortium if you are a Coordinator Contact of the project Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 34 of 51 PROJECT MENU PROJECT SUMMARY Acronym Project ID
23. O ACCESS THE PARTICIPANT PORTAL Except for few services such as the FP7 documentation FP7 Calls or the PIC search function access to the Portal and its underlying services requires an ECAS account 1 1 European Commission s Authentication Service ECAS is the European Commission s Authentication Service It provides a single sign on across a large number of Commission information systems once you have authenticated yourself to ECAS you do not have to re enter your credentials username and password within the same browser session Protected information systems request ECAS to supply the current user s identity if you have already been authenticated it does not ask you to do so again provided that you have not disabled the use of cookies in your browser ECAS authentication is available only with applications that have been specifically adapted to use it These applications request ECAS to authenticate you on their behalf and do not authenticate you directly This means that when you use your ECAS password it will always be on a distinctive page belonging to ECAS even though you may have typed in the application s address not that of ECAS Never enter your ECAS password on any other page Do not divulge your ECAS password to anyone there is no reason for anyone else including system administrators and support staff to ask for it or know it 1 2 ECAS Registration If you are a new user please register on the ECAS The crea
24. P 3b If you have already submitted your registration and if CVT has not started the verification process that will eventually lead to the appointment of a Legal Entity Appointed Representative LEAR it is still possible to modify your self registration and or upload additional documents or STEP 3c If CVT has already started the verification process you can no longer modify your self registration data but you are still able to upload additional documents Check if your Organisation is registered Is your Organisation apne NO Self Register you Organisation TES Is your Organisation Registered as Draft Modify Delete Your Self Registration NO CVT started the Validation NO YES Modify Your Self Registration Upload documents Upload Document When your data has been validated by the CVT you as self registrant will no longer be able to edit the data related to your organisation From this point on the organisation data may be maintained only by the LEAR After identification the CVT begins a verification process that will eventually lead to the appointment of a Legal Entity Appointed Representative LEAR During this period the data that you have declared about Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 19 of 51 your organisation can no longer be modified You will however still be able to up
25. PIC that has already been assigned It is obligatory to complete either the legal name field or the VAT number field with at least a three character string The other search fields can be left blank Figure 12 Search Results Note if searching for a legal name in the national language does not yield results you might try with a translation in English Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 15 of 51 SEARCH ORGANISATIONS Please fill in the search criteria to find the organisation Itis obligatory to complete either the legal name field or the VAT number field with at least a three character string The other search fields can be left blank However toa unspecific queries may result in a lang results list The results list are truncated after the 200th record If searching for a legal name in the national language does not yield results you might try with a translation in English Nube __ arp o Mandatory fields NOTE Search FIC functionality applies ta under validation and validated organisations Figure 11 Search Organisation Note When your search returns too many results only the first 200 are shown You should refine your search criteria Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 16 of 51 SEARCH ORGANISATIONS Flease fill in the search criteria to find the organisation It is obligatory to complete either the legal name field or the V
26. Privacy Statement Contact Help gt gt EUROPA gt Authentication Service gt Login Authentication requested by participantportalweb Domain External Username or email address nmahiebe C Remember my username Password escoscocee F Warn me each time an application asks for my identity View my ECAS account details after logging me in Having problems registering or logging in for the first time Don t yet have an ECAS password Security notice Is the selected domain correct If not please change it or else your username or e mail will not be recognised t k your password Change Password Privacy Statement Contact Help D G e T Figure 5 ECAS Login page 4 Now that you have logged on to the Participant Portal you are identified as a user Figure 6 Login box Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 10 of 51 LOGIN pdin help is available here amp Portal registration demo is available here Figure 6 Login box Depending on your role you will be able to access different services 1 4 Log out from the Participant Portal In the login box of the Participant Portal click on the logout link Figure 7 Login box 2 This will end your session in the Participant Portal and close all the applications accessed via the Participant Portal and supported by the ECAS authentication URF NEF SESAM FORCE
27. S AL Project Team Member Read Only Access to Project artefacts within a defined scope a Member Member Member Member Member Member Member Member Member Member Member Member Figure 31 Business and portal roles in a project Below you will find an excerpt from the document Participant Portal Identity and Access Management IAM in a nutshell 2 7 3 1 First level Coordinator Contact At the top of the pyramid there is the Coordinator Contact who is the main contact person for the Commission at the coordinating beneficiary Nomination of only one person per project is possible in this role By default this role is provisioned with the respective name and contact details given in the proposal under A2 Contact point The Coordinator Contact has the right to grant and revoke the roles of the Participant Contacts In addition he she has for the coordinating beneficiary the same rights as the Participant Contacts see second level below During negotiation the Coordinator Contact and the negotiating Project Officer have to make sure that the contact details are set properly in NEF and match one of the contact person s details given in GPF A 2 4 of the coordinating beneficiary Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 36 of 51 opecific responsibility of the Coordinator Contact e Assure that the assignments of Participant Contacts are up to date and reflect the reality including removal
28. TOR f for OMMISSION OF THE EUROPEAN COMM Canc Mandatory field ALEAR can delegate his responsibility to maintain the Participants legal and financial data to one are mare account administratar s Figure 24 Add an Account Administrator role 2 6 3 2 Revoke a role from an organisation Account Administrators can also be revoked by the LEAR Select the check box on the left of the role to be revoked Click on the Revoke Selected button and confirm the revocation 2 6 4 Legal and financial viability simulation Any user logged in or not has the ability to perform a simulation related to the legal and financial viability LFV of his organisation This simulation tool does not save the data on any server of the European Commission The data are lost when the tool is closed If the user is not logged in then a verification code is asked before launching the ratio s calculation Just click on the Go to LFV simulation button in order to launch the LFV simulation tool see Figure 25 LFV simulation tab In this tool see Figure 26 LFV Simulation tool you have to enter balance sheet data assets and liabilities and data related to profit and loss account When done you can launch the financial viability simulation by clicking the Calculate button If you are not logged in you have to fill the verification code first Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 30 of 51 Home gt My Organisation
29. called Account Administrators AA under the Participant Portal e Account Administrator AA the Account Administrator is appointed by the LEAR in order to provide support with the management of the organisation data Project Proposal Participant Member of an organisation who participates in a project or a proposal e Coordinator Contact Coordinator of a project proposal who is the first point of contact for the EC e Participant Contact Primary point of Contact for an organisation within a Consortium e Administrative and Legal Representative ALR Responsible for contractual and administrative aspects of a project e Financial Representative FR Responsible for financial aspects of a project e Proposed Signatory PS Represents signature authority within the financial scope e g able to sign financial statements Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 4 of 51 e Scientific amp Technical Representative STR Leads the research team and is responsible for technical submissions e Team Member Has minimal read only rights to project resource information The scope of these rights can be set to any combination of the following Administrative Legal Financial and or Scientific For the majority of users the role represents a project team member They can be designated by the Coordinator Contact Participant Contact or a Representative e Task Manager Extends the Team Member role with
30. ck on the Manage Organisation Data icon in the home page displayed after login 3 The data of the legal entity are displayed Figure 15 My Organisations The section contains a synopsis of the information contained in URF Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 22 of 51 Search About this site Contact Legal Notice J English en Ba European Commission RESEARCH Participants European Commission gt Research gt Parbcipant Portal Home My Organisations My Projects My Roles My Notifications FP Documentation FP7 Calls l Support Organisations Register Search LFV Simulation MY ORGANISATIONS Change Password a Organisation s as LEAR or Account Administrator EADS DEUTSCHLAND GMBH John DOE oo i EA A NN PIC 999991819 Contact Information hen ion a security z i help in avaliable hers VAT DE167015661 Emall EBYZCGNZ BIGQGHLR RKC s NACE Phone 49896070 B Portal registration demo is a available here Fax 498950726481 Web Www eads net Postal Address Street Willy Messerschmilt Strasse Number NEED HELP PostCode 85521 City OTTOBRUNN Country DE See the online user manual Organisation s linked via projects vou can consult FAQS B Wateh the demanetratinn nf RFI ARIISIAN NATION Al TECHN Al HIBIVER amp KITY Figure 15 My Organisations 4 f you are a LEAR or Account Administrator of the organisation three
31. e Concise More in depth Quick Ratio G O Profit Ratio Profitability 1 Figure 26 LFV Simulation tool Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 31 of 51 2 Manage projects Note that all the services described below are protected so you must first log on to the Participant Portal The process to follow is described under the Log on to the Participant Portal chapter of this guide 2 7 1 Access to the list of projects and project details Coordinators participants representatives task managers and team members can access the list of the projects they are involved in Log on to the Participant Portal 2 Once you are connected to the secured environment of the Participant Portal select the My Projects tab 3 You will see a list of all the projects you are involved in Home My Organisations My Projects My Roles My Notifications FP7 Documentation FP7 Calls Support PROJECT LIST FOR JOHN DOE The list displayed below might not be the exhaustive list of the FPF CIP projects associated with your organisation Only the projects for which on line services are available through the Participant Portal for the specific user are currently presented Technical work is ongoing to resolve this limitation If you are a LEAR of your organisation please visit the tab My Organisations and follow the link View projects to have the list of projects linked to your organisation A LEAR can only view pr
32. e M Grant Execution QUICK LINKS k Browse and or 7 Manage i Perlodic d ress arant F il PTT chy em FT F P JL FP homepage E Research site of the EC h 4 Manage scientific Figure 8 Home Page after login Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 12 of 51 Table 1 Processes describes the processes indicated in this graphical representation The columns are e PROJECT LIFE CYCLE STAGE e SERVICES related to the stage e ROLES The roles for which the services are available The different right scopes of the Task Manager and Team Member are codified as follow A administrative L legal F financial S scientific PROJECT LIFE CYCLE STAGE SERVICES Organisation Search for an organisation management Register an organisation Manage organisation data LFV Simulation Read FP7 related Identify opportunities He ean Browse and or manage Negotiations Negotiations Grant execution Browse and or manage Grants Browse and or manage Amendments Browse and or manage financial periodic and final reporting Browse and or manage deliverables and final reporting Horizontal processes Manage roles and nominations Manage notifications Support ROLES Any Any LEAR Account Administrator Logged or not logged users Any Proposed Signatory Participant Contact Coordinator Contact Administrative and Legal Representative Financial Representative Task Manager
33. ect Officer as all necessary administrative and financial data about the projects and the participants is collected and agreed through NEF Negotiation Concerns one stage of the procedure applicable immediately after a favourable evaluation The negotiation is a process during which the details about the proposal are agreed between the participants and the Commission The participants of proposals that may be selected will receive a request to provide further information Negotiation covers three areas scientific negotiation financial negotiation contractual negotiation Negotiation session A period during which the coordinators are allowed to provide changes on their proposals PIC Participant Identity Participant Identity Code The unique ID of an organisation Unique Identifier Code for an organisation obtained through URF registration amp used in each step of the process to indentify an organisation The Temporary PIC received directly after URF registration and Validated PIC CVT has validated the data amp legal documents of the organisation are the exact same number 9 digits starting with 99 and will remain the same during the entire existence of its organisation Unique Registration Facility a service providing unique registration for participants in the Framework Programmes at proposal and contract stages It encompasses a set of rules for data acquisition and validation Participant Portal User s Guide 17
34. ed in section 2 7 3 below Select the 9 icon in order to refresh the memory cache it allows reloading the most recent data Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 14 of 51 2 2 Ihe list search filter box You can use the Search box to filter out any list displayed by the participant portal Simply start typing the word to filter on and the list will dynamically adapt itself in order to show you only the relevant lines The filtering is done on all the fields of the table Search Figure 10 The search filter box 2 3 Identify opportunities find FP7 documentation A The FP7 documentation tab is currently not available on the portal You can find the documents at the following URL http cordis europa eu fp7 find doc en html 2 4 Search for an organisation and retrieve its Participant Identification Code It is possible to check if an organisation has already registered by retrieving its PIC However the search module provided on the Participant Portal will only retrieve the name and PIC of validated or under validation organisations So if you have just registered your organisation your PIC will no be displayed until the validation of your registration request has started 1 Under the My Organisation tab select the Search tab 2 he search organisations module appears Figure 11 Search Organisation 3 here you can check whether your organisation has already registered and if so retrieve the
35. egotiation XXXX 999999 Invitation box Dear coordinator Wa are inviting you to connect to NEF for the project xsooeoooooooooooooooooooonoooonnone As coordinator yau can access NEF either directly or via the EC Research Participant Portal both methods are equivalent The participant can only access MEF directly the access through the Participant Portal for participants will be provided in a future release Access to the Negotiation Session via the Participant Portal For Coordinators The Participant Portal hosts services that facilitate the monitoring and the management of your projects It is also a secure Internet site that ensures adequate authentication and confidentiality mechanisms based on the European Commission Authentication Service ECAS 1 To connect to NEF you need an ECAS account associated to your email address demoportalnefiigmail com If you dont have one yet please create it here https webgate ec eurapa eu aida seltreg email coordinationicetechnikon com amp emailRetype coordinatiangitechnikan cam 2 Now you may connect to NEF by logging as demapartalnefit gmail com with your ECAS password here http ec europa eu research participants partal appmanager participants partal lagin As soon as you will introduce successfully your email and password you will be redirected ta the Participant Partal welcome page 3 Once logged in the list of the projects you are involved as coordinator wi
36. er 46 F O Box 385 Post 0001 City PRETORIA Code Country ZA PROJECT LIST FOR COUNCIL FOR SCIENTIFIC AND INDUSTRIAL RESEARCH The list displayed below might not be the exhaustive list of the FP7 CIP projects associated with your organisation Only the projects for which on line services are available through the Participant Portal for the specific user are curently presented Technical work is ongoing ta resolve this limitation If you are a LEAR of your organisation please visit the tab My Organisations and follow the link View projects to have the list of projects linked to your organisation A LEAR can only view projects their organisation is linked with Granting access to projects is done separately Please contact the Project Coordinator if you want a participant contact role or contact your participant contact to obtain a specific role Show entries Acronym Call Prog gt ProjectID 2 Roles Phase AFTER FP7 KBBE 2009 3 FP 245025 Agracas FP7 KBBE 2008 3 FP 245336 AIDA FP7 CT 2007 2 FP 223824 BELIEF I FP7 INFRASTRUCTURES 2007 2 FP 223759 BIO CIRCLE FP7 KBBE 2008 2B FP 22 204 CARBOCHANGE FP7 ENV 2010 FP 264879 CHAARM FP7 HEALTH 2008 single stage FP 242135 CLUVA FP7 ENV 2010 FP 265137 DevCoCast FP7 ENV 2007 1 FP 211307 DIGITALWORLD FP7 CT 2007 1 FP 216513 Negotiation Negotiation Active Negotiation Active Negotiation Showing 1 to 10 of 31 entries Figure 19 Project list of an Organisation As explained i
37. esolution of 1024 x 768 Internet Explorer 6 0 or above or Firefox 3 x Other web browsers may work but have not yet been tested Note that for security reasons your browser may request to identify the Participant Portal website and the ECAS system as trusted Once added as trusted we recommend that you restart the browser session Windows 2000 XP and Vista other operating systems may work but have not yet been tested Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 5 of 51 Where can the participants get support A Frequently Asked Questions section is available on the Participant Portal For issues related to the registration and login using the European Commission s Authentication Service ECAS participants can visit this website https webgate ec europa eu ecas help jsp or send an e mail to DIGIT USER ACCESS ec europa eu The participants looking for technical help can ask the eFP7 Help Desk by sending an e mail to DIGIT EFP7 SUPPORT Qec europa eu Their requests can also be supported by the contact form available on http ec europa eu research participants portal appmanager participants portal nfpbztrue amp pageLa belzcontactus For questions related to the Framework and similar RDG Programmes the participants are invited to contact the FP7 Help Desk by sending an e mail to EC FP7 IT HELPDESK ec europa eu Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 6 of 51 1 HOW T
38. esseeesseseessss 32 2 2 The project menu and project summary portlets cccecccsseecseeeceeeeceeeeceueecseeesseeesseeeees 34 CNACEEME 0 0 E uis emm 36 2 7 3 1 First level Coordinator Contact cccccccccceecccseeceeeeeeseeeeesseeeesesessausesseeeseeeeseeeeeeas 36 2 7 3 2 Second level Participants re cie o T oo T 37 Bud Third level Named Representatives carius Greciau desist tetas ied eset 37 2 3 4 Fourth level Task Managers and Team Members ccccccseeeceeeseeeeeeeeneeeseeeeeeeens 37 E019 Suae c m ETT 38 2 3 6 Pb EN o T E E A E A T E A T A A AEEA E T 38 ae a ae Add a new Tole M your saat thea cet DO T T D T 39 2 1 3 8 Revoke a Tole TOM YOUN POJET esris AES 40 2 7 3 9 Mila elog lass ie pic o MU NETT 41 2 4 Access to the negotiations activities Negotiation Facility tool NEF 43 ad ACOS Wr i aa TREE 45 2 1 5 1 Accessing the reporting functions essessseessesseseeneeenen nnns 46 E NSUnadge Ulis E Id EV I DO IUE lawn dnd CR UON IK S ROM EM UM cM ac UE 47 2 9 Manage notifications econexeciviki nnn aies x rp ket bk np EIE a3RE T UppPIGPRATHNSRPUE PERPE YUPE OYSZPPIVPFFEVER PVRP VIP E UEVNATIETE 47 3 th e 50 Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 3 of 51 Introduction The Participant Portal is an Internet portal for the participants to the 7th Framework Prog
39. etsacidinteixisiatreciniatesndiiadceabsiaiaichsdsbiecdsxanieshontubeciinenens 17 EN Legal Entity Appointed Representatives and account administrators 21 20 Mandage ihe organisation Gald ssania E m TT 22 2 6 1 Status of my organisation sssssssssssssesssseseeene nennen nennen nnn nnn nnns nn nnne nnns 23 2 6 1 1 Check if your request has been validated or is in validation 23 2 6 1 2 View organisation or change within request NIStOry cccccceecceseeseeeseeeeeeeeneeenaees 24 2 6 1 3 credea change reOUO T REND m 24 2 6 1 4 Vere enanoe dele E s lt aai E 25 2 6 1 5 Update change Ezio Pc ci NN 25 A02 VIS FProeci o te I iru RE AURI A RHRR A IERM A RER ERR CRETA ERI RE ERRARE n 26 2 6 2 1 mieten ime lgme ge tel alice ile guce 6 ole RR OO TT 27 2 6 2 2 xe eme cT A 28 Bp O T eee een POSUERE EIUMOD 29 2 6 3 1 nad a role to an BH aereo sene PED REHEPPEEERIPERHEUIEPEHEEREPEHPERHDDX RENE PREPEI PUES 30 2 6 3 2 Revoke a role from an organisation aiios tce pica mice puad tivctnimd ceat ad nitas ia cate uoa dis 30 2 6 4 Legal and financial viability simulation iussu ee EUREEU RIEF qu Unu HR ORE LII ET SR FORE UR EIU ERR b Int RES 30 CN EE 2 ye 8 24 9 0 210 ETT 32 Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 2 of 51 2 7 1 Access to the list of projects and project details eseeeses
40. fy the revocation of VAM FELT Wim From your project This operation cannot be undone Cancel Figure 35 Confirmation of the revocation Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 40 of 51 2 7 3 9 Manage the Consortium As Coordinator Contact you can add modify Participant Contact details to your project PROJECT LIST FOR JEAN JACQUES LEPERE The list displayed below might not be the exhaustive list of the FF CIP projects associated with your organisation Only the projects for which on line services are available through the Participant Portal for the specific user are curently presented Technical work is ongoing to resolve this limitation If you are a LEAR of your organisation please visit the tab My Organisations and follow the link View projects to have the list of projects linked to your organisation A LEAR can only view projects their organisation is linked with Granting access to projects is done separately Please contact the Project Coordinator if you want a participant contact role or contact your participant contact to obtain a specific rale Show entries TIE FP7 ICT 2007 2 Acronym rog Project ID Roles Phase ARASCOM FPT7 ICT 2007 2 a ti Periodic Reporting CONACOORD FPT7 ICT 2007 2 P 2238 A tive Periodic Reporting IMPPACT FP7 CT 2007 2 T ti Periodic Reporting MARE FP7 CT 2007 2 P rt ctive Periodic Reporting Showing 1 to 4 of 4 entries filtered from 24 total entries
41. hat when CVT is validating your change request you are no longer able to modify your data Only the View option is available Two types of change request can be managed from this tab e normal change requests defined as LEAR UPDATE under the TYPE column of the Request History area financial info as balance sheet cannot be created modified e FINANCIAL change requests this changed request as to be done on demand from NEF The message below appears You are requested to provide additional financial information in order to complete the negotiation of your grant for proposal proposal_id For this new request type you can only Create Modify balance sheets and upload documents mandatory You can find more information in the URF user manual available at https ec europa eu research participants urf public help help do Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 24 of 51 2 6 1 4 Delete change request You can delete your change request as long as the CVT has not yet started the validation of your request The Delete link is displayed in the request history part See Figure 18 Status of an Organisation Request not yet validated A message asks you to confirm your deletion 2 6 1 5 Update change request You can also modify your change request while CVT has not yet started the validation of your request The Upaate link is displayed in the request history part See Figure 18 Status of an Organisation
42. he URF services URF does offer a user friendly environment and its use is very straightforward Nevertheless a user manual provides a detailed description of the URF services and how to use them https ec europa eu research participants urf public help help do This is how the Participant Portal supports the LEARs action They can View the information stored in the account of their legal entity and to introduce change requests Access the list of projects that their organisations are currently working on View the roles of people in their organisation on the projects All these services are protected so you must first log on to the Participant Portal The process to follow is described under the Log on the Participant Portal chapter of this guide In order to lighten the LEAR workload especially in bigger organisations the participant portal provides the capability to the LEAR to nominate and subsequently revoke one or more account administrators These persons will have all the rights of the LEAR except the one of nominating revoking account administrators themselves and can therefore perform those tasks on his her behalf See section 2 6 3 Roles of an Organisation for more information 2 6 Manage the organisation data Log on to the Participant Portal 2 Once you are connected to the secured environment of the Participant Portal select the My Organisations tab and then click on Organisations You can also cli
43. ientific for SR Note that the Named Representatives can only nominate Team Members within their own scope of expertise Administrative and Legal for ALR Financial for FR and Scientific for SR Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 47 of 51 As a user you can decide the minimum level of Notification you want to receive knowing that the Very High level cannot be ignored as well as the frequency of reception per level as soon as they occur daily or weekly You can change this through the My Notifications screen available from the main tab panel of the portal My Organisations My Projects My Roles My Notifications FPT Documentation FP Calls Support NOTIFICATION PREFERENCES specify the minimum level of Notifications e That you want to receive via email Very High High Normal Low Depending on their level how frequently do you want to receive notification emails VeryHigh SAsap Daily Weekly High Asap Daily Weekly Normal Asap 9 Daily Weekly Low Asap Daily Weekly Figure 44 Notification preferences The following table gives an overview of the messages currently sent through the notification service NOTIFICATION LEVEL _ H t RECIPIENT S Organisation Role A new Account Administrator All the Account Administrators of Nomination has been nominated by the the organisation LEAR of an organisation 3 The newly nominated user Project R
44. inate them The Named Representatives work on functions related to specific scopes i e administrative and legal financial scientific for negotiation amendment handling and reporting There can be more than one Named Representative for each scope and the same person can be nominated in more than one named representative role opecific responsibility of the Named Representatives perform the tasks relevant to their scope of expertise The Participant Contact of his her organisation also nominates the authorised signatory however the LEAR must confirm him her The role will appear as Proposed Signatory in the Participant Portal as long as they are unconfirmed opecific responsibility of the Authorised Signatory he she is empowered with representing signature authority for his her organisation within the legal scope e g able to sign financial statements 2 7 3 4 Fourth level Task Managers and Team Members At the fourth level of the pyramid there are the Task Managers and Team Members Team Members have minimal read only rights to project resource information The scope of these rights can be set to any combination of the following administrative legal financial and legal Task Managers extend the Team Member role with the capacity to perform submit update and delete actions on artefacts of the project they are assigned to and which are within their granted scope s I e a financial report for the financial scope The Coordina
45. ive its Participant Identification Code PIC Using a PIC for your organisation has several advantages which are fully explained in this FAQ entry Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 17 of 51 Use the search facility to check if an organisation has already a PIC If you do not find a PIC for your organisation you have to first register as an ECAS user With your ECAS password you can register your organisation Log on to the Participant Portal under My Organisations tab click on the Register sub tab see Figure 13 Register steps Follow the steps described below Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 18 of 51 STEP 1 Search Use the search facility to check whether your organisation is already registered or in the process of being registered see section 2 4 STEP 2 Self Register your organisation in PP Hegister your organisation using your ECAS account details After providing all the necessary details press the CONFIRM button to submit your registration information to the Central Validation Team CVT If you wish to suspend the registration process at any point the data entered may be saved as a draft by clicking the Save Draft button You may then resume your registration at any time STEP 3 Modify your Self Registration STEP 3a If you saved your data as draft it is still possibe to modify or delete your self registration or STE
46. ll appear under the My Projects tab Your project 999999 will appear with a link to the negotiation By selecting that link you will gain access to the negotiation forms without any further validation Figure 39 Invitation from NEF Log on to the Participant Portal Once you are connected to the secured environment of the Participant Portal select My Projects tab The list of the projects you are involved will be displayed On the right side of the screen the link Access Negotiation is displayed only once the negotiations are open by the Commission see Figure 40 Projects list Access Negotiation 4 Note that for some projects a link to Access Amendment is provided It is displayed only once a grant agreement has been signed and amendments are requested see Figure 41 My Projects Links to NEF for amendments Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 43 of 51 PROJECT LIST FOR JEAN JACQUES LEPERE The list displayed below might not be the exhaustive list of the FP7T CIP projects associated with your organisation Only the projects for which on line services are available through the Participant Portal for the specific user are curently presented Technical work is ongoing to resolve this limitation If you are a LEAR of your organisation please visit the tab My Organisations and follow the link View projects to have the list of projects linked to your organisation A LEAR can only view projects
47. load up to 10 Mb of additional supporting documents Once uploaded these documents cannot be withdrawn or modified except by the validated LEAR When your data has been validated by the CVT you as self registrant will no longer be able to edit the data related to your organisation From this point on the organisation data may be maintained only by the LEAR For the self registration you are re directed to URF See Figure 14 URF Self Registration You can find more information in the URF user s manual A to Sitemap Search About this site Contact Legal Notice English fen European Commission RESEARCH Participants European Commission gt Research REGISTER HEW miran aA TION Change Password Registering an organisation will allow you to receive its Participant Identification Code PIC More information about PICs can be found here Using a PIC for your organisation has several advantages which are fully explained in u loput this FAQ entry John Doe Lise the search facility ta check if an organisation has already a PIC You can check if an organisation has already a PIC here If you do nat Login help is available here find a pic for your organisation you have ta first register as ECAS user here Portal registration demo is With your ECAS password you can register your organisation here available here The steps to register your organisation are STEP 1 Search Lise the search facility ta check
48. mplete description of Role management within the portal List of roles and their rights FULL ROLE NAME SHORT ROLE Who can enrol Who can NAME revoke notify revocation LEAR 0 ADMINISTRATOR REGISTRANT REG CONTACT CONTACT CONTACT ADMINISTRATIVE ALR Baci Bond AND LEGAL CONTACT CONTACT REPRESENTATIVE BE 7 E EET REPRESENTATIVE CONTACT CONTACT SCIENTIFIC AND PARTICIPANT PARTICIPANT TECHNICAL CONTACT CONTACT REPRESENTATIVE B NENNEN EN 3 SIGNATORY CONTACT CONTACT TASK MANAGER TM COORDINATOR COORDINATOR PARTICIPANT PARTICIPANT CONTACT ALR CONTACT ALR FR STR FR STR TEAM MEMBER TB COORDINATOR COORDINATOR PARTICIPANT PARTICIPANT CONTACT ALR CONTACT ALR FR STR FR STR Table 2 List of roles and their nomination rights 2 9 Manage notifications Notifications are messages sent by the different services exposed through the Participant Portal Currently notifications are sent via email but it is foreseen that other channels will be made available in the future Examples of notifications You will receive a notification if you are nominated in a new role A Lear will receive a notification if someone of his organisation is nominated in a new role A notification can be sent to all portal user in case of an exceptional situation Note that the Named Representatives can only nominate Task Managers within their own scope of expertise Administrative and Legal for ALR Financial for FR and Sc
49. n section 2 2 you can use the Search box to filter out any list displayed by the participant portal Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 26 of 51 2 6 2 1 Roles in an organisation s project Select the Roles icon Ak of a project to see the roles of the people in your organisation in this project see Figure 20 Roles ofa Project The following icon 9 is used to refresh the memory cache it allows reloading the most recent data ROLES OF THE PROJECT DIGITALWORLD 216513 OF THE SELECTED ORGANISATION Your Nominated Roles on Project Acronym DIGITALWORLD Show entries Role P Name Email a PIC u Organisation Select d Participant Contact KUSANAGI Motoka motoko section9 com CSIR 999646693 Showing 1 to 1 of 1 entries Figure 20 Roles of a Project As explained in section 2 2 you can use the Search box to filter out any list displayed by the participant portal Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 27 of 51 2 6 2 2 Project details Click on the underlined Acronym of a Project leftmost column see Figure 19 Project list of an Organisation to see the details of this project see Figure 21 Details of a project at ah Acronym Call Prog ProjectID Roles Phase AFTER FF7 KBBE 2003 3 FP 245025 Agrolas FP7 KBBE 2008 3 FEY 2453365 FP7 CT 2007 2 FP 223824 BELIEF FP7HNFRASTRUCTURES 2007 2 FPF 223 59 BIO
50. ojects their organisation is linked with Granting access to projects is done separately Please contact the Project Coordinator if you want a participant contact role of contact your participant contact to obtain a specific role Show entries Search IMMER Acronym Call Prog ProjectID Roles Phase ARASCOM FP7JCT 2007 2 FP 222520 tiv Periodic Reporting BONE FP7JCT 2007 1 FP 216863 tiv Periodic Access Reporting Amendment Showing 1 to 2 of 2 entries Figure 27 My Projects 4 The interface will display the list see Figure 27 My Projects originally sorted by the Project Acronym for which you have a relevant role for example participant or a coordinator The following fields will be displayed for each project listed The Acronym of the project You can see the full title if you hover over the acronym The Call identifier of the Project The programme of the Project The project ID or project number The Roles Icons blue for managing Nominated roles orange for Consortium management if you are Coordinator Contact orange for Consortium management The Phase of the project possible values Active or Negotiation e One or more links to the available process of the projects depending on the current one s the links can be Periodic reporting Reporting amp Deliverables Financial Reporting Access Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 32 of 51 Amendment For an example of a link
51. ole Nomination The Coordinator Contact of a The LEAR of the Organisation for Project has nominated a user which the Contact has been as a Participant Contact see nominated section 2 7 3 9 Manage the Consortium or a new nomination is done at project level e g a Participant Contact nominates a Team The newly nominated user Member see section 2 7 3 7 Add a new role in your project All the Account Administrators of the Organisation of the newly nominated user Table 3 Current Notification details Itis the LEAR who is the originator of the nomination therefore he she is not notified Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 48 of 51 Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 49 of 51 3 GLOSSARY Temm FF 7 Framework Programme of Research and Technological Development of the European Commission CIP Competitiveness and Innovation Programme Coordinator The participants coordinator in a consortium EC Officer European Commission s Project Scientific Officer or Administrative Officer representing the European Commission during the negotiations NEF The negotiation process is supported by the online Negotiation Facility tool NEF an electronic implementation of the negotiation forms used to exchange information between the participants and the European Commission NEF provides the main channel for interactive communication between the Consortium and the EC Proj
52. on A LEAR can only view projects their organisation is linked with Granting access to projects is done separately Please contact the Project Coordinator if vou want a participant contact role of contact your participant contact to obtain a specific rale Acronym Call rog ProjectID gt Roles Phase BONE FPfACT 200 7 1 FP 216853 A i Active Periodic Reporting Showing 1 to 1 of 1 entries filtered from 24 total entries Figure 41 My Projects Links to NEF for amendments Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 44 of 51 gt FP Applications Windows Internet Explorer tE N Oe http prad uf fp amp cc cec eu int 19001 neF frontoffice project 6073 view kedi X HB File Edit View Favorites Tools Help ww du rr Applications E e dmh Page Cj Tools i NE Important Legal Matice 5 M 2007 2013 Help Logout My projects 999999 TEST STIFF 2 999999 TEST STIFF 2 NEGOTIATION Parameters COHTACTS LIFECYCLE DEADLIHES PROPOSITIONS j e Opening date GPFs 04 03 08 Duration 24 months Expected end date Technical zd Contribution 145 698 euro Legal documents Scientific Praject kargi MT Javi Legal Financial Mz 5 Dowie Registration ba Current session Mat wet submitted by the coordinator Opened on 05 05 09 at 14 32 Created on 11 02 09 at 15 15 b4 Submit F FoF preview Project General information Reporting periods
53. orting BONE FPFT ICT 2007 1 FPT 216863 A Active Periodic Access Reporting Amendment Showing 1 to 2 of 2 entries Figure 28 Selecting the Acronym of a project Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 33 of 51 Home My Organisations My Projects My Roles My Notifications FPT Documentation FPT Calls Support PROJECT MENU PROJECT DETAILS FOR ARASCOM 2227620 Title MEMS and Liquid Crystal based Agile Reflectarray Antennas for Security and COMunication Project Details Project ID FP7 ICT 2007 2 Project Roles Programme miss Project Consortium Keywords Activity Codes Abstract Lorem ipsum dolor sit amet consectetur adipiscing elit Fusce placerat gravida nunc ac laoreet erat sodales quis Fusce id dui nisl Maecenas ut sem nec nibh suscipit elementum non quis urna Integer faucibus neque ac pretium feugiat nisl metus laoreet massa sit amet fringilla sem urna a arcu Vestibulum pellentesque euismod tempor Nullam nulla augue laoreet dictum tristique eget dapibus in ipsum Nunc varius ultrices faucibus Nam egestas Acronym E o urna non elementum pretium mauris turpis eleifend nulla vitae elementum ligula nisl in lectus Nulla sit amet nisl elit id fermentum lacus Nunc lacus orci bibendum vel aliquet ut rhoncus non nulla dk n pl EI Participants Ec 2007 2 amp SELEX SISTEMI INTEGRATI SPA 999912341 PARTICIPANT Programme PU TECHN
54. p Save Draft Mandatory Fields User Manual Figure 14 URF Self Registration 2 5 1 Legal Entity Appointed Representatives and account administrators The Legal Entity Appointed Representative LEAR is the person chosen by the organisation to ease the communication with the E C and avoid double registrations Only the LEAR or account administrator see the end of the section below may do a change request of his her organisation s data and submit legal documents through URF LEARs can submit requests for update for e Legal Data Name address registration number etc e FP7 account legal type SME Public private educational etc and indirect cost method ICM e Balance sheet data if requested And they can upload supporting documents in URF to back their requests More information on the LEAR is available in the FAQ section of the Participant Portal http ec europa eu research participants portal appmanager participants portal nfob true amp pageLabel fa The documents to appoint a LEAR LEAR appointment form and role and task definition are available on ftp ftp cordis europa eu pub fp 7 docs appointment lear padf and ftp ftp cordis europa eu pub fp7 docs lear role tasks pdf Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 21 of 51 Both documents must be signed and stamped and then sent to the Central Validation Team CVT by regular letter Note that this guide describes only the access to t
55. page with a banner similar to the one on this page If you are asked to specify your domain when logging in choose External Fields marked are mandatory Choose a username optional First name Bernard Last name MAHIEL E mail a1028325G0wlpic corn Re enter your e mail address a1028325 owlpic com PE EEE Privacy statement for users registered with the European Commission s Identity Management Service 1 What is the Identity Management Service The European Commission s Identity Management Service IMS provides a common way for users to register or be registered for access to a number of different Commission information systems or services referred to hereafter as sites poem PEG 3C AIFESTEAITAI r gt i a 4 T De Dp i 1 A 4 3 m 23 PIS D s p ls 1 b i n NM J L9 r Li gt gt lt b B 5 L Security check IJ Pi A b 222323133421331339 3332 2231223113 Try a different image Please type in the characters in the above image pee and lower case may be used interchangeably Privacy Statement Contact ECAS Help Registration Help This website is managed by the European Commission s Informatics DG Figure 2 ECAS User Registration Form 5 The confirmation screen indicates that within a few minutes you will receive an email allowing you to complete the registration process Note that the process
56. r identification the CVT begins a verification process that will eventually lead ta the appointment of a Legal Entity Appointed Representative LEAR During this period the data that you have declared about your organisation can no longer be modified You will however still be able to upload up to 10 Mb of additional supporting documents Once uploaded these documents cannot be withdrawn or modified except by the validated LEAR M Research site of the EC When your data has been validated by the CVT you as self registrant will na longer be able to edit the data related to your organisation From this point on the organisation data may be maintained only by the LEAR More into Upon registering your organisation you will receive a Participant Identification Code PIC Using a PIC for your organisation has several advantages which are fully explained in this FAQ entry Figure 13 Register steps Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 20 of 51 Please enter your data here Legaladdress Qj My contactinformation Status of organisation Summary of your data Organisation data of the participant Participant legal name Business name Official language Please Select v Name in 2nd Language Legal form VAT number Registration number Registration authority Nace code please select vb Establishment Registration country Registration date dd mm yyyy B Next Ste
57. ramme FP7 and the Competitiveness and Innovation Programme CIP Its ultimate aim is to become over time the participants gateway and single entry point to interact with the Research programmes of the European Commission It provides a consistent and coherent set of online services in order to facilitate the participants interactions with the Research Directorates General of the European Commission and improve operations and data quality It will eventually host a full range of web applications that facilitate the monitoring and the management of proposals and projects throughout their lifecycle This document describes how to access and use the Participant Portal Participant Portal s main actors The different types of users defined for the Participant Portal are organised by roles and described as follow e Public Any person that goes to the PP URL e Registered User A user that has registered himself and has received credentials for logging on A registered user can be a natural person or a member of a legal entity called an organisation member A member of a legal entity can have one of the following roles Researcher Person who directly or indirectly interacts with Framework Programme information Organisation Member User who acts on behalf of an entity LEAR Legal Entity Appointed Representative possibly delegating updates of company information and other capabilities to other representatives of the organisation
58. rd Click on the submit button The ECAS password initialisation success page will appear your ECAS password was successfully initialised 9 You can return to the home page of the Participant Portal It is now possible to log on Please note that your ECAS credentials are strictly personal and confidential and should not be shared They will allow you to access different services and data that might be critical for your organisation 1 3 Log on to the Participant Portal 1 Goto the Participant Portal home page hitp ec europa eu research participants portal 2 In the login box click on the login link Figure 4 Login box login link Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 9 of 51 LOGIN amp You donthave an account yet Please register Login help is available here amp Portal registration dema is available here Figure 4 Login box login link 3 The login page ECAS authentication appears Figure 5 ECAS Login page Whenever you login please make sure that the selected domain is external Should another domain be selected please change it by clicking on the use a different domain link Enter your Username if you have created one or your email address and your password and click on the submit button You are then redirected to the secured environment of the Participant Portal European Commission Authentication Service Forgot your password Change Password
59. s My Projects My Roles My Notifications FP7 Documentation FP7 Calls Support Register Search LFV Simulation LFV SIMULATION Organisations Warning Disclaimer The Gommission services provide this user friendly electronic tool for applicants so that they could simulate their financial viability check for their own information The results of this simulation provide non binding indications they do not pre empt the results of a formal financial viability check by the Commission services If a formal financial viability check by the Commission services is required for a participation in a project either the LEAR of your organisation will be invited to submit data via the Portal or the Commission officer will inform you what steps should be followed The simulation tool uses the ratios described in the Rules on verification of existence legal status operational and financial capacity document http cordis europa eu fp7 find doc en html Go to LFV Simulation Figure 25 LFV simulation tab Interest paid 0 00 Similar charges 0 00 Profit loss on ordinary activities 0 00 Extraordinary income 0 00 Extraordinary charges 0 00 Taxes on profits 0 00 Profit loss for financial year 0 00 Worte c Please enter the verification code above Calculate Reset Verification Code Financial Viability Simulation Indicators Value Qualification Quot
60. s i e LEAR or Account Administrator a list of each organisation for which you have these roles will be displayed in the Organisation Roles List section The list consists of the Participant Identification Code PIC the name of the organisation and the role you are playing Figure 9 My Roles 4 f you have one or more project role s i e coordinator participant representative task manager o team member reviewer EC Project Officer a list of each project for which you have these roles will be displayed under the Project Roles section The list consists of the Acronym of the project the project identification number the funding programme to which the project belongs your role in the project if you have multiple roles in the project there will be one line per role My Roles My Mbtifications FP7 Documentation FP7 Calls Support Home My Organisations My Profects ORGANISATION ROLES LIST Show entries Organisation Name 999646693 COUNCIL FOR SCIENTIFIC AND INDUSTRIAL RESEARCH Account Admin Showing 1 to 1 of 1 entries PROJECT ROLES LIST he Acronym ProjectlD 7 Program Role v PIC Nominations AgroCos 245336 FP Administrative and Legal Representative 999219845 A ARASCOM 222520 FP Participant Contact 999992401 F BONE 216863 FP Participant Contact 999910630 F Fa Showing 1 to 3 of 3 entries Figure 9 My Roles The Nominations column s functionality is explain
61. te of such person working in participating organisation and relevant to the programmes expert Participants are external to the Commission In order to structure this participant concept into further details a clear distinction should be made between The executing participant proposing and executing an action e g a department within a university or an independent expert The participating legal entity endorsing the responsibility of this proposition and execution e g a university or the expert as a legal natural person A participating legal entity is any Legal Entity that has participated participates or will participate in the programmes of FP and CIP whether in Grant Agreements contracts or proposals only List of Agreements PDM URF WG as of 14th January 2007 Contacts by the executing participants and participating legal entities for exchange of information e g a professor within the university department the financial officer of the university an expert him herself etc Contacts typically play roles within participating entities and may have a specific address It is worth noting that the executing participant and the participating legal entity can be the same entity e g a private company or that several legal entities could collectively endorse the responsibility for a single executing participant case of a consortium Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 51 of
62. the capability to perform submit update and delete actions Just as for the Team Member those rights can be constrained within one or more defined scopes amongst financial scientific administrative and or legal Like the Team Member they can be designated by the Coordinator Contact Participant Contact or a Representative Depending on their role s users will receive different rights regarding the access to the hosted services Participant Portal s main services The Participant Portal has been created to cover the whole lifecycle of the projects proposals submission evaluation grant agreement negotiations and submission of periodic and final reports during project implementation administrative support to the experts Currently the Participant Portal is the gateway to access the Unique Registration Facility URF allowing organisations registration and data management the FP7 Negotiation Facility NEF facilitating the negotiation process the reporting tools NEF SESAM FORCE to submit the technical and financial reports the FP7 documentation search functionality the FP7 Calls database the new Notification service System requirements for using the Participant Portal The participant portal operates on line without saving anything on the computer The systems requirements are a computer with a 600 MHz processor and minimal 512Kb of memory an Internet connection preferably 512 Kb s or higher a screen with a minimal r
63. their organisation is linked with Granting access to projects is done separately Please contact the Project Conmrdinater if you want a participant contact role or contact your participant contact to obtain a specific rale Show entries Search IESI Acronym Call Prog 7 ProjectID Roles Phase TEST STIFF 22 FP 999999 r1 nn Negotiatig Access Negotiation Showing 1 to 1 of 1 entries filtered from 24 total entries Figure 40 Projects list Access Negotiation 5 You will be automatically redirected to the project page of NEF with no further authentication requirements see Figure 42 NEF Depending on your role you will be able to perform different tasks on NEF In case of multiple partners projects the participants can also access NEF in a more limited way mainly to enter data to be submitted by the coordinator The validation of the data you might enter in NEF is the sole responsibility of the coordinator of the project PROJECT LIST FOR JEAH JACQUES LEPERE The list displayed below might not be the exhaustive list of the FP7 CIP projects associated with your organisation Only the projects for which on line services are available through the Participant Portal for the specific user are cumently presented Technical work is ongoing to resolve this limitation If you are a LEAR of your organisation please visit the tab My Organisations and follow the link View projects to have the list of projects linked to your organisati
64. tion of the ECAS account is free and easy 1 To create your ECAS account go to the Participant Portal home page http ec europa eu research participants portal 2 hen click on the register link in the login box Figure 1 Login Box LOGIN Login elp is available amp Portal registration demo is available here Figure 1 Login Box register link Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 7 of 51 3 The ECAS User Registration Form opens please fill it in using your individual professional e mail address in the relevant fields Figure 2 ECAS User Registration Form It allows the system to identify you and credit you with the right access and services Please avoid using your email address as Username this could cause issue if your email address is modified 4 Select the privacy statement acknowledgement checkbox copy the security code into appropriate text area and submit the form for processing opean Commission Authentication Service Privacy Statement Contact ECAS Help Registration Help European Commission Authentication Service ECAS User Registration Form Please fill in and submit the information requested below to register as a user of European Commission Information Systems The username you choose or the one assigned to you may be used to log into any system using the ECAS authentication service that you are authorised to access When you login you will see an ECAS
65. tor Contact Participant Contact or Named Representatives can designate both of these roles Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 37 of 51 A given Named Representative can only grant part or all of the scopes that he is entitled with E g the Administrative and Legal Representative can only nominate Team Members or Task Managers with the administrative and or legal scope 2 7 3 5 Other roles The portal also supports two other roles that you might see in the project roles list e he EC Project Officer person who is dealing with the project at the European Commission e The Reviewer person who Is in charge of reviewing the project 2 3 6 Display Roles When you click on the blue icon that is on the line of a project see Figure 32 The project list roles icon the roles of this project are displayed see Figure 33 Roles of a project along with the project menu and project summary see section 2 7 2 for a description of the project menu and project summary PROJECT LIST FOR JOHN DOE The list displayed below might not be the exhaustive list of the FPT CIP projects associated with your organisation Only the projects for which on line services are available through the Participant Portal for the specific user are curently presented Technical work is ongoing to resolve this limitation If you are a LEAR of your organisation please visit the tab My Organisations and follow the link View projects to ha
66. ve the list of projects linked to your organisation A LEAR can only view projects their organisation is linked with Granting access to projects is done separately Please contact the Project Coordinator if you want a participant contact role or contact your participant contact to obtain a specific role Show entries Search e Acronym Call Project ID FF7 CT 2007 2 i tivi Periodic Reporting FF7 ICT 2007 1 E 216863 tive Periodic Access Reporting Amendment Showing 1 to 7 of 2 entries Figure 32 The project list roles icon Participant Portal User s Guide 17 03 2011 Release 2 2 6 Page 38 of 51 ROLES OF THE PROJECT AGROCOS 245336 Show entries af Role Name Email PIC Select Organisation Participant Contact I EPERE jean jacques lepere gext ec eu CIV 899918845 Jean Jacques Administrative and Legal HUWAERT Christian christian huwaernt extec euro CTV 999918845 Representative Admin Task Manager bbalian gmail com CTV 999919845 3 E Legal Task Manager bbarian qmail com CTV 999979645 Admin Team Member SANDHAR Aman aman sandhar exteceuropaeu CIV 999919845 Admin Team Member delete asd com CTV 999919845 Legal Team Member SANDHAR Aman aman sandhar exteceuropaeu CTV 999979645 Legal Team Member delete asd com CTV 999919845 Financial Team Member SANDHAR Aman aman sandharn exteceuropaeu CTV 999919845 LI LI Financial Team Member delete asd com CTV 999919845 Showing 1 to 10 of 12 entries Figure
67. whether your organisation is already registered See the online user manual STEP 2 Self Register your organisation in PP You can consult FAQS Register your organisation using your ECAS account details After providing all the necessary details press the CONFIRM button Watch the demonstration of to submit your registration information to the Central Validation Team CVT If you wish to suspend the registration process at any the Participant Portal point the data entered may be saved as a draft by clicking the Save Draft button You may then resume your registration at any Introduction time If you cannot find an answer there then submit your question via the eFP 7 service desk STEP 3 Modify your self Registration H STEP 3a If you saved your data as draft itis still possible to modify or delete your selfregistration or WHAT S NEW H STEP 3b If you have already submitted your registration and if CVT has not started the verification process that will eventually lead to the appointment of a Legal Entity Appointed Representative LEAR itis still possible to modify your self registration and or upload additional documents Participant Portal V2 2 10 2010 Many updates read more H or H STEP 3c It CVT has already started the verification process you can no longer modify your self registration data but you are still able QUICK LINKS to uplaad additional documents 2 FP homepage Afte

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