Development and Maintenance of SESAM QUEST User Manual
Contents
1. EUR EUROPEAN COMMISSION DIRECTORATE GENERAL SN RESEARCH Y Development and Maintenance of SESAM QUEST User Manual Date 23 09 2009 Version 102 Author Tihomir MITIC European Dynamics Christophe Duterme ARyS Developments Revised by Christophe Grosjean ARyS Developments Approved by DG RTD Mr Claudio MONTANARI Template Version 1 4 18 Feb 2009 DOCUMENT HISTORY Version Date Description Author 1 00 14 05 2009 Release 7 0 0 Tihomir Mitic 1 01 01 09 2009 Template upgrade update of the manage attachments Christophe functionality addition of sections for the management of Duterme publications application for patents and exploitable foregrounds and for the upload of deliverables functionalities 1 02 23 09 2009 Update of the screenshots for Management of publications list Christophe and for the Management of Deliverables based on new Duterme requirements DOCUMENT REVIEWS Version Review Date Reviewer Position 1 01 01 09 2008 Lionel Deli ge Analyst 1 02 23 09 2009 Christophe Grosjean Project Manager Commission europ enne B 1049 Bruxelles Europese Commissie B 1049 Brussel Belgium Telephone 32 2 299 11 11 Commission europ enne L 2920 Luxembourg Telephone 352 43 01 1 Development and Maintenance of SESAM QUEST User Manual TABLE OF CONTENTS Introduction 11 Scope 1 2 Definitions Acrony2. involved spiate pum Em m m Em Em vaipat prit Wt 1s FB7 FPP by ste Find a Call Get Support Finda Partners Find a Document i Prepare submit a proposal s What s New ques version 7 1 63 in TEST environment Figure 2 27 Update exploitable foreground v 1 02 23 09 2009 29 43 Development and Maintenance of SESAM QUEST User Manual 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 7 Validate exploitable foreground For project coordinator only click the VALIDATE button of one row having status PENDING The status is updated to VALIDATED and the exploitable foreground becomes therefore visible in the reports 2 5 Access User Document This option allows accessing User Documents In order to access User Document the following steps should be considered l Click the link HOME inside the menu of any SESAM QUEST page The HOME PAGE is presented Figure 2 28 2 Click the hyperlink in the column TITLE of the table DOCUMENTS for the target User Document The FILE DOWNLOAD WINDOW is displayed are eres danse project Menace sone Starting from the release 70 JESAN is using the European Commission Authentication Service
3. wee rescorcner2 iheapactaavene esperes Janel ferete The apearen PER CONTRACTOR Please note thet totale will be calculated automatically on save submit button calculate may used for this purpose well lent months covered hy this recruitment during this reporting period Mos of Fil time Training partner No of equivalent months covered by this recruitment during this reporting period TOTAL FoR ALL CONTRACTORS Please note that total will be calculated automatically save or submit butten calculato may be usad for this purposo as wall No of full time equivalent months to be delivered according te of full time equivalent months covered by this recruitment du the contract Peparing pevied mm hy Ea What is PPE stop by staps Find a Calle i Supports Find a Partner Find a Documents Prepare amp submit a proposals What s New Figure 2 11 Form Editing Page With Displayed Invalid Fields v 1 02 23 09 2009 18 43 Development and Maintenance of SESAM QUEST User Manual 2 4 1 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 2 10 displaying the Form with at least one date field 2 Click inside the date field The DATE WINDOW is displayed F
4. gt TOK Periodic Activity TOK Periodic Activity Report Lee 4 INSTRUCTIONS The fles marked with a red star are obligatory The fieles marked with a green star are obligatory under some condition ora ae Ole aop MM Yau may use the save butten at any time ta save a report and continue its editing later Decimal numbers should be indicated by dot and not by comma ie 3 5 and not 3 5 INTRODUCTION Tae comiplstad by the enorsinatars af a Harin Curia Transfer TOK This report details progress throuchout the reporting periad for the project ve for all contractors in case of mult partner projects Nete that this may refor to part yoar precrass Tar tns raseareners on the project hor documents that should have been filed in during the reporting period Assessment ouestionneire s To be led in by the recruited researchers who have completed their individuel appointment during the period covered by ths report 4 GENERAL INFORMATION Project full name rlw ikki ne Ie ah Period number Cus Cid Ca ste Period date ramana Project stert date 01 04 2005 Project dureten montas E Project coordinator name Project coordinetar argenisation reme rtr 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 many
5. tome Search user project links ase anter the search crea and dick the button Sean Get support i Fed a Partner i Find a Document s Prepare amp suten Figure 2 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 9 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 2 36 The results are structured in the following columns e USERNAME FIRST NAME e SURNAME e EMAIL ACTIVE LINKS Space separated list of hyperlinks for deleting Active Links format Project ID Participant index e PENDING LINKS Space separated list of hyperlinks for activating Pending Links format Project ID Participant index v 1 02 23 09 2009 36 43 Development and Maintenance of SESAM QUEST User Manual management gt validation User project links a page Dejan Miosavjeve DsjantoeadjeveBeurodyn com mash eme ike thomirmieBeucedyncom sap by stap rd a Call Gat Suppor sind a Partner s Find a Do Figure 2 36 Users Validation Resul
6. ELAS Apart from the authentication the ECAS handles the entire management of io user accounts or usor registration manage password manaue personal Fer mors infe about ECAS You Can visit ites mei yet have am ECAS wine mas change yo tol p e Pas opem Commission Please choose your password i accordance tothe struction Smpleted these stops your account willbe automaticaly actuated Once your account has Boen activated Pou Can login tO Reviewers of F T projects shoul complete their reports lasing in choosing appropriate project end Review Reports optan inthe menus of Mate Cure actans should comolte their questionnaires by ing on Questionnaires witout retistation t the systern Abstract Modification vate Menning between projects projets parsipants used fortesing QUEST and QUESTE 1370972005 Figure 2 28 Home Page v 1 02 23 09 2009 30 43 Development and Maintenance of SESAM QUEST User Manual 2 6 Send Email to Helpdesk This option allows sending emails to the helpdesk Tn order to send email to the helpdesk the following steps should be considered 1 Click the hyperlink HELPDESK inside the header of any SESAM QUEST page The CREATE EMAIL WINDOW of the default email client application on the user computer is presented with the following email parameters pre populated Recipient Helpdesk email address Subject QUEST USER SUPPORT all page
7. ID in the field PROJECT ID 3 Click button NEXT The NEW PARTICIPANT REGISTRATION PAGE is presented Figure 2 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 02 23 09 2009 32 43 Development and Maintenance of SESAM QUEST User Manual tone Register as new participant samet esu ui os ie thoes ar mn ni pick cre i Ne pie false peek Sirain renu rad We 2398 rte the paris pnt relate informatio and sk he burton egi vo register yourself new gue qure Personal information Project Identification Projet ype Project participant dentiication Prozact sarscioant type F Figure 2 30 New Participant Registration Page with Project Participant Identification c Provide Project Reviewer identification 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 2 31 Windows Internet Explorer 2 J You are about to register
8. 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 2 27 Click on Cancel Edition if you want to cancel the edition of the publication coins MILII me Exploitable Foregrounds List Exploitatie Foreground description Explortsble product s or measure s deem Sector s of application Patents or other rR exploration Owner Other Beneficiary s involved inched Update ExpiotabisFareground Cancel Edtion Project Exploitable Foreground Exploitable Foreground Exploitable product s Sector a of Timetable Patents or other IP Owner amp Other application commercial censes Senchceryisj involved Siehe Actions ev foreground measures sector commercial use
9. yourself as a new project participant Are you sure you want to proceed Figure 2 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 2 32 Windows Internet Explorer Your request has been forwarded to the authorized person Upon validation you will receive appropriate e mail notification Figure 2 32 Completion Message Box 2 9 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 02 23 09 2009 33 43 Development and Maintenance of SESAM QUEST User Manual In order to display FP7 layout on the PROJECT IDENTIFICATION PAGE Figure 2 2 or SELECT PROJECT PAGE Figure 2 4 specify the identifier of FP7 project In case of the report selected the layout of the appropriate Report Selection Page is the following Fer mm ettare hare gt 27 Home gt Projet Management gt Select ratification gt Select Notification ease choose ane of the folowing 1 Creste s res ele by clicking the button Create New 1 Continue acting an existing notification by zhe ini the column Form ofthe zabla Intermediar semen for tere Nenteason 3 Delete an exiting nication by cicking he ik m he eola Dalita ofthe labe Na
10. 24 Click on Cancel Edition if you want to cancel the edition of the publication v 1 02 23 09 2009 27 43 Development and Maintenance of SESAM QUEST User Manual wwe faubject Update Patent Cancel Eatin E ile of app ains c renome VALIDATED undata delere Find a Document Prepare submit a proposal What s New Figure 2 24 Update application for patent 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 2 4 8 Manage exploitable foregrounds 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 2 10 displaying the Form containing the List of exploitable foregrounds as presented in Figure 2 25 TEMPLATE B2 OVERVIEW TABLE WITH EXPLOITABLE FOREGROUND Ex
11. AGE is presented Figure 2 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 2 10 displaying the Report with imported data v 1 02 23 09 2009 10 43 Development and Maintenance of SESAM QUEST User Manual Fra auer Linke oe CORDIS seoa 3006 eu are here gt E Hore gt Eroiect Mananement gt Select report 2 n ihn Smith I A eter je Select Report p choose on of the folowing 1 Create s nen by icing the button reste New Resor 2 Continue eding an existing recor by slicing the lk the colin Form reme of the table Intermediate Reports for target Reo 3 Delete an existing report by clicking the liie in the colum Delate of the table Intermediate for target por Project Information 12285 Username ien Report type RTN Ferodic Repot S MM IET Intermediate Reports Index Form nome Period Dale created Dote lost undated Status Delete Print miih 1 08 02 2009 10 44 38 CET UNDIS Loratrs8 CET Uncompemd des pent draft Reporting Period Submitted Reports Report status Siri username Far cpamtindex Form name Att
12. Experience Proficiency 21 Further Requirements Figure 2 41 Vacancy Editing Page for Project Participant partial b Open previously saved Vacancy Click the hyperlink EDIT in the column ACTION on JOB VACANCIES PAGE for target Vacancy The VACANCY EDITING PAGE is presented Figure 2 40 Figure 2 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 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 Vacancy with status COMPLETED Additionally the appropriate email notification is sent to the Project Coordinator v 1 02 23 09 2009 40 43 Development and Maintenance of SESAM QUEST User Manual Incase 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 previously 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
13. FY APPLICATIONS button to access the Applications List Page Figure 2 23 sng st sree Fz jt Managernt Flat Page mem ions for Patents Trademarks Registered designs etc Tope of 1P ahis Patenta Trademarks Registered Bay motes ce lation Cas on the apotcation Adi Patom _ Eton Project Patents of IP Rights Patents Trademarks Registered Application references e g Suhiectoriieot Apnlicant s as on the sy tns models ete pores ttus actions ype oh peT VALIDATED celi m p itle of ao amicam c sempus uate validate x x VALIDATED ula delate What stao by step s Find a Cal Get Suports Find Partner Find Document repre submit proposal What s New QUEST version 7 1 6 0 in TEST environment Figure 2 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 Modify these values and click the UPDATE APPLICATION FOR PATENT button to save the changes as presented in Figure 2
14. G 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 2 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 Fave Figure 2 21 change publication order 2 4 7 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 2 10 displaying the Form containing the List of application for patents as presented in Figure 2 22 v 1 02 23 09 2009 26 43 Development and Maintenance of SESAM QUEST User Manual TEMPLATE B1 LIST OF APPLICATIONS FOR PATENTS TRADEMARKS REGISTERED DESIGNS UTILITY MODELS ETC Rights Application reference s eu EP123456 Subject or tile of application Applicant s as on the application Please complete the table hereafter Figure 2 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 MODI
15. Get Support Find Parner s Find a Documents Prepare amp submits proposal Whats Newt Figure 2 39 Job Vacancies Page On the page the following columns are displayed for each vacancy e Update date the last modification date Updated by the username of the user last updated the Vacancy Participant index the participant index of the user who created the Vacancy e Job start date optional when the job is supposed to start Application deadline e Job job title e Job summary Status UNCOMPLETED COMPLETED or EXPORTED Export date date when the vacancy was exported to EURAXESS 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 v 1 02 23 09 2009 38 43 Development and Maintenance of SESAM QUEST User Manual 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 li
16. 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 Ifthe 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 2 12 Manage Deliverables This option allows accessing Deliverables In order to access Deliverables the following steps should be considered l Click the DELIVERABLES link from the WORK WITH A PROJECT PAGE Figure 2 5 2 Click the hyperlink in the TITLE column as presented in Figure 2 43 3 The DOWNLOAD WINDOW pops up v 1 02 23 09 2009 41 43 Development and Maintenance of SESAM QUEST User Manual Deliverables Managment Project informstion 257 Deliverables marl one from oue nate furno 1 03 07 2000 1311 2008 20 Rma 1272008 Ada i dani Figure 2 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 2 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 a
17. RM EDITING PAGE is presented Figure 2 10 Incase that the Project Participant is a Project 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 2 10 displaying the selected Report Project Contractors different than Project Coordinator should not be able to edit Reports with status COMPLETED 7 Fill in Form please refer to 2 4 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 2 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 2 6 o In case 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 02 23 09 2009 12 43 Development and Maintenance of SESAM QUEST User Manual Incase of unsuccessfu
18. achments period uate submutted Date replicated 1 AU ey Senor 3261 2008 16 5052 CET pe ms 1 RIN Broo sativi Report other 07 13 2006 12 22 33 CET submited meus 1 BIN Peete chy enot 3 OsDeitoe 11 08 43 CET Suites mie 1 Sepe submitted pv 2 toow2008 15 51 22 CET pm of Questionnaires Questionnaire type count Assessment Questonnaire Followup Questionnaire Assessment Questionnaire Scientist in charge questionnaire What ie FEET FPE step by step Find Calls Get Support s Find a Bartner Find Documert Prepare subi a proses Wha Hen Figure 2 6 Report Selection Page v 1 02 23 09 2009 11 43 Development and Maintenance of SESAM QUEST User Manual Data Import Window Webpage Dialog 427 2002 2006 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 vj Reporting period Other ves No Figure 2 7 Data Import Window Incase 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 FO
19. arried 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 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 QUEST and QUEST administration QUEST D The QUEST represents the main data input module in SESAM architecture which provides users with means to fill in various on line forms In general the high level functionality of SESAM QUEST is to Allow Internet users to fill in Forms in a user friendly way Store in a central repository collected Forms in the structured XML format thus allowing their further processing and performing various kinds of statistical analysis Generate printable version of collected Forms PDF format and store them to central repository The herein document provides the comprehensive description of the SESAM QUEST functionality from the GUI usage point of view The following functionalit
20. ation exporting them afterwards to EURAXESS Portal once they are finalized 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 2 39 with existing project vacancies Pr ous qc hares mM me Latest Posted Research Job Vacant s for Project 13 plate date start applica Status Export dote Action E re wort date ORO gt pava sobs dtum snorted 25 3 2010 cub summert rM Samara 3097 2008 san Adi ne ob vacancy What i FP stop by step t Find a Calls
21. cy Completed Report 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 Coordinator Intermediate Report Vacancy Common term for Uncompleted and Completed Reports Vacancies v 1 02 23 09 2009 4 43 Development and Maintenance of SESAM QUEST User Manual Submitted Report Report that is completed and submitted within the system Exported Vacancy Vacancy that is completed and submitted within the system being exported to EURAXESS Replicated Report Kind of Submitted Report which was completed and submitted within the system but afterwards rejected by the Project Officer using QUESTI in order to be corrected Project Contractor Person representing one contractor participant on the project Project Coordinator Project Contractor that coordinates the project on behalf of the contractors participant index 1 Project Reviewer Person representing a reviewer of the project progress Project Participant Person participating in a project by submitting reports through QUEST i e common term for Project Contractors and Reviewers Link Active Link 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 rep
22. dd a non expected deliverable The Upload Deliverable page is displayed Figure 2 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 cordate A ES s Deliverables Managment ER um Td Reiten reporting period 1 Figure 2 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 02 23 09 2009 42 43 Development and Maintenance of SESAM QUEST User Manual END OF DOCUMENT v 1 02 23 09 2009 43 43
23. e REPORT SELECTION PAGE is refreshed reflecting the modified information about Intermediate Reports a Project Contractors different than Project Coordinator are not able to delete Completed Reports Reports with status COMPLETED 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 2 8 v 1 02 23 09 2009 14 43 Development and Maintenance of SESAM QUEST User Manual File Download Do you want to open or save this file Name report20271 pdF 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 ile What s the risk save this file Figure 2 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 2 8 otherwise if PDF file does not exist still not created appropriate error message is displayed Figure 2 9 Windows Internet Explorer A The pdf has nat been generated yet Please try again in a few min
24. ect Publications managing Project Applications for Patent managing Project Exploitable Foregrounds managing Deliverables v 1 02 23 09 2009 6 43 Development and Maintenance of SESAM QUEST User Manual 21 Submit Questionnaire This option allows submitting Questionnaire for specified project Tn order to submit Questionnaire the following steps should be considered l Click the link QUESTIONNAIRES inside the menu of Home page The QUESTIONNAIRE TYPE SELECTION PAGE is presented Figure 2 1 gt prajezt Management gt select avestonnaire 19s gt Select questionnaire type k E Fed a cals set Suppor s Eind a Partner t End a Documents areare 3 submit a proposa t Whats Naw Figure 2 1 Questionnaire Type Selection Page With Selected Questionnaire Type 2 Specify 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 2 E jou are hae FeZ Hans gt Project Management gt Project 1dertiicaton men Project Identification Figure 2 2 Project Identification Page With Entered Project ID Enter Project ID in the field PROJECT ID Click the button VALIDATE In case of s
25. ies 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 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 Send Email to Helpdesk allows sending emails to the helpdesk v 1 02 23 09 2009 3 43 Development and Maintenance of SESAM QUEST User Manual Register as a New Participant allows registering as a new Project Participant e FP6 FP7 layout a different layout logo and links for the FP6 FP7 project selected Manage Deliverables allows accessing uploading updating and deleting Deliverables 12 Definitions Acronyms and Abbreviations 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 Devel
26. igure 2 12 February 2009 Wk Mon Tue Wed Thu 5 6 2 3 7 10 8 e 3 23 24 Today is Mon 16 Feb 2009 11 18 25 12 19 26 Fri Sat Sun 14 21 28 Figure 2 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 02 23 09 2009 19 43 Development and Maintenance of SESAM QUEST User Manual 24 2 Fill In Country Form Field This option allows filling in country form fields in 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 2 10 displaying the Form with at least one country field 2 Click inside the country field The COUNTRY WINDOW is displayed Figure 2 13 Country Window Windows Internet Explorer 1 Select country Please select a country from the selection list below Country Figure 2 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 02 23 09 2009 20 43 Development and Maintenance of SESAM QUEST User Manual 2 43 Fill In Table with Variable Number of Rows This option allows filling in tables with variable number of rows Tn order t
27. ilin for targat Neto Projet Tefoemation 21 wetfieston type MCA Change SC 3 Participant 1UNVERSTY OF BRIGHTON Intermediate Notifications Username Par cipant Index Form name Date created Date lastupdated Status Comment Delete Print unempes deer Submitted Notifications Submited username participant Index For Date replicated Status Request Status Comment mios Submited Received D eem ssroeroce 12 02 09 cer sme Received D TFT sap by sip t tinda Cal suport Find a Parmar s Find a Document Prepare amp submit proposal what va Figure 2 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 Tn order to display FP6 layout the same steps should be done but for the FP6 project The resulting layout is v 1 02 23 09 2009 34 43 Development and Maintenance of SESAM QUEST User Manual EEEN Y hasank DOSa Natera a gt a ana soon m Dmm Select Report tac Sease choose one ofthe folowing Crete n new resort by icing se button Creste New Regen 2 Continus eng an esie by icing the lnk in the column tom rame of the table intermediate Report for target Raport 2 Delete an enstng resort by cheking the Inke nthe co
28. k 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 02 23 09 2009 25 43 Development and Maintenance of SESAM QUEST User Manual 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 2 20 Click on Cancel Edition if you want to cancel the edition of the publication project coordinator OU 272 here gt FEZ Hams gt Project Management gt Publications List Publications List ee qoem muse open is viles provided to thz publ Embargo Update Publication once Edition Project Publications Title of the no mnie Naia Status Actions order Nike me 1 ne baunietsn bstnuisaet netba po re inte t 18 12 2009 Yes uodais Be ete soe ne is Figure 2 20 Update publication 6 Delete publication 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 PENDIN
29. king the hyperlink in the column DELETE of the ATTACHMENTS table The ATTACHMENTS WINDOW is refreshed reflecting the modified information about the Report attachments 2 4 5 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 v 1 02 23 09 2009 22 43 Development and Maintenance of SESAM QUEST User Manual Tn order to attach publications the following steps should be considered 1 Reach the FORM EDITING PAGE Figure 2 10 displaying the Form with at list one upload field Figure 2 16 by opening a previously saved Report Please refer to 2 3 Manage Reports Step 6 LIST OF SCIENTIFIC PEER REVIEWED PUBLICATIONS STARTING WITH THE MOST IMPORTANT ONES Title of the Number date or Year of No Title Upload Downlood Main author periodical orthe tae Publisher Place of publication eats Pu ER o srin Manage Report Plena Athens 2 Hpibordis europa efr ee row Figure 2 16 Table with the Upload Field Form Editing Page 2 Click inside the upload field The UPLOAD PUBLICATION WINDOW is displayed Figure 2 17 Upload Publication Window Windows Internet Explorer CORDES 2007 2013 1 Upload Publication Publication Browse Figure 2 17 Upload Publication Window 3 Click the button BROWSE and brow
30. l 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 2 4 Fill In Form Please proceed with Step 10 b v 1 02 23 09 2009 13 43 Development and Maintenance of SESAM QUEST User Manual 2 3 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 2 Reach the REPORT SELECTION PAGE Figure 2 6 Please refer to 2 2 Save Submit Report 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 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 P
31. lumn Delete tthe table fortarget epe Project Information 12385 semame soe Raport typu RTN Fanodie Repot E University Modica i Intermediate Reports Participant Index Form name Period Date created Date lest updated Status Delete Print 1 15 02 2008 17 58 42 CET 16027009 175842 Uncomolated dete Reporting parad Z Creare New Report Submitted Reports Report status Par cmantindex Attachments Perd ate submutted Date cenlicated status no Perd KG Geo 17 1728 CET pet Count of questionnaires Questionnaire type count Followup Questionnaire s Assessment questionnaire 4 Scientia in Charge Guesinnaice D aatis rs sig by sp 1 Find Call Get Supports ind a Saner Find Documenta Prepare submit a prooocal What New Figure 2 34 Report Selection Page FP6 layout v 1 02 23 09 2009 35 43 Development and Maintenance of SESAM QUEST User Manual 2 10 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 2 35 pow ee her
32. ms and Abbreviations 13 References 2 User Manual 2 1 Submit Questionnaire 2 2 Save Submit Report 2 3 Manage Reports 4 24 FillIn Form 6 2 5 2 6 2 8 2 9 2 10 241 242 244 Fill In Date Field 19 242 Fill In Country Form Field 20 24 3 Fill In Table with Variable Number of Rows 2T 244 Manage Report Attachments 24 5 Manage Report Publication 24 6 Manage publications list 247 Manage applications for patent lis 24 8 Manage exploitable foregrounds list Access User Document Send Email to Helpdesk Login and Register User Register as a New Participan FP6 FP7 Layout Different Layout for The FP6 FP7 Project Selected Manage User Project links Manage Vacancies Manage Deliverables FeAKBNNAS ES v 1 02 23 09 2009 2 43 Development and Maintenance of SESAM QUEST User Manual INTRODUCTION 11 Scope This document applies to the Development and Maintenance project of the SESAM system It is part of a maintenance delivery for the Specific Contract SC202 performed by ARnS Developments for DG RTD The initial version of the document was produced under another contract by European Dynamics The FP6 and 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 c
33. nks only the VIEW will be available 2 Open Vacancy for editing a Create new Vacancy i Click the button ADD NEW JOB VACANCY The VACANCY EDITING PAGE is presented Figure 2 40 Figure 2 41 here F Hare Project Management gt Jeb Vacancy ad Job vacancy INSTRUCTIONS wa Please compote te entire Vacancy nformation before ito the Researcher s Mobiity Porta Orne or e Procedure fid pe cp ata the nl bo stored 1 eram Dno exported to b Feral For mare formalis the fom Sols cit hare Organisation Account at Researcher s Mobility Portal Job Description amp serch Fremewark Programme Marie Curie Actions 206 Referer lumber cour athe uning the mab orm an the EURAKESS Juba Portal lae ensure you selected zs Regula siiis poured is en Years Expariencs Proficiency SEs Further Requirements qu Sai ae eatis Resear s M ore Figure 2 40 Vacancy Editing Page for Project Coordinator partial v 1 02 23 09 2009 39 43 Development and Maintenance of SESAM QUEST User Manual Job Description ES feries Humber Job Summary be sant to the Project Coordinator who wil validate the dita before vipor ng tho Vacancy to th Researcher s Mei Portal Job Desert 2 Required Skills Required Sts sar RT Years
34. o fill in table with variable number of rows the following steps should be considered 1 Reach the FORM EDITING PAGE Figure 2 10 displaying the Form with at least one table with variable number of rows 2 Insert Row Click the button INSERT ROW Figure 2 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 2 14 The FORM EDITING PAGE is refreshed displaying the table with the last row deleted It should be noted that completely empty rows 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 Name of the Researcher as stated Type at time of selection John Stevens ESR years x Frederic Patrique 10 years x delete row Origin Country UK United Kingdom BE Belgium Start date of Gender cruitment vae m otnsaoos No of full time equivalent months Enddateof covered by this recruitment recruitment during this reporting period 300672005 e 1 22005 3 Figure 2 14 Table with Variable Number of Rows Form Editing Page v 1 02 23 09 2009 21 43 Development and Maintenance of SESAM QUEST User Manual 2 4 4 Manage Report Attachment
35. opment 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 Questionnaires Module QUEST I SESAM module Questionnaires 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 describes a user who performs one or more actions Form General term used to describe any kind of feedback or survey form that can be submitted through QUEST Questionnaire Form created by anonymous user Report Form created by authenticated user username password combination Vacancy Job Vacancy managed in SESAM in order to be exported to EURAXESS finally Uncompleted Report Vacancy Report Vacancy that is temporarily saved within the system eventually to be completed and submitted extracted in case of Vacan
36. pleitable Foreground Exploitable product s or Sector s of Timetable Patents or other IPR exploitation Owner and Other Benoficiary s description measures application commercial use licences involved Exploitable Foreground Explain of the Exploitable Foreground Figure 2 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 2 26 v 1 02 23 09 2009 28 43 Development and Maintenance of SESAM QUEST User Manual rou are ret gt ez Home gt Project Management Excotable Foregrounds List Helpdesk Exploitable Foregrounds List descriptif B 1 Exploitable product s or meosurets TL Sectors of apotcation 3 t Patents or other IPR exploitation licenses T1 ener amp Other Beneliclary involved Aci _CancelEdtian Project Exploitable Foregrounds tolonablerorearound exaoltable product s Timetable durer oor PARERE Rm Eum EET eredi inte Satus Acions foroaround use beneficiary vd tine Cie anoano meae eren omen Figure 2 26 Manage exploitable
37. r of full time equivalent months covored by this recruitment during this reporting period TOTAL PMM FOR ALL CONTRACTORS pea No of full ume equivalent months to be delivered No of full time equivalent months covered by this recruitment during to the contract this repareing save suemt etechments What is FPG FPS step by steps Find Cell Get Support Find a Partner Find Documents Prepare submit a proposal What s Hew Figure 2 10 Form Editing Page v 1 02 23 09 2009 17 43 Development and Maintenance of SESAM QUEST User Manual ix HE gt sinc Nenasement gt TOK Activity Report scd comuna ccc EN Dejan Milosaviievic Yet ere here gt EFE Home TOK Periodic Activity Report INSTRUCTIONS wed Tho fields marked with a rod star aro obligatory L attor complatian press the submi buon ta submi tha raport You may use the save button at any Ume to save a report and continue its editing later 1 numbers should be indicated by a dat and nat by a comme Que 2 5 and not INTRODUCTION To Se omplated by the coordinators of a Maria curis Transfer of knowledge Thiz report detaile progress Uirougheut the reporting for the project ie for all contractors in cave of mulipertner projects Note thet this may Stor documents that should ha
38. resented 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 Pending Link Link not allowing particular QUEST Internet user to create various QUEST Reports for the project but can be activated by the QUEST I Administrator or Project Coordinator 13 References Table 0 1 Definitions Ref Title Version Date Author R1 QUEST Functional Specifications 2 03 23 09 2009 Christophe Duterme Table 0 2 Reference documents Ref Title Reference Version Date A01 Framework Contract ESP DESIS DIGIT 05717 N A 06 10 2006 v 1 02 23 09 2009 Table 0 3 Applicable documents 5 43 Development and Maintenance of SESAM QUEST User Manual 2 USER MANUAL The SESAM QUEST GUI implements the following functionality filling in and submitting Questionnaires filling in saving and submitting Reports deleting Intermediate Reports accessing PDF files of Intermediate Reports accessing PDF files of Submitted Reports accessing attachments of Submitted Reports accessing User Documents sending emails to helpdesk different layout for the FP7 project selected managing of the Participant Registrations Project Links by Project Coordinator collecting and forwarding of Vacancies to Euraxess managing Proj
39. roject Contractors in order to check and submit them finally Select 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 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 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 2 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 Delete Intermediate Report A previously saved Report may be deleted by clicking the hyperlink DELETE in the column DELETE of the INTERMEDIATE REPORTS table Th
40. rows as necessary during the reporting period Please provide the number of persen months spon oy rosearcnars within the reporting per od Type of eligible 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 of full time ame of the EEUU onthe Researcher jt cof End date ot Working covere is as statedat Experience Type sender eor deut me aratma country pue ported revestcher es o mooning Sensus ves Wf oneens trume oa insettraring partner delete training perire Nome of the onam z p monene Gondor Start date oF End dato of MENS covered by this fame sarin En county ring the Srevearcherip C veers mj vor E Female onmemcoo amazon m 02 researcher Ipt ERGO years Oulgoing Z PTPortugsi Ves m Maie f ona tamena FulTre con TOTAL PMN PER CONTRACTOR Please note thst totas wil be calculated automatically on sava or submit button ealeulats may bo used for this purpess as wol Coordinator trae ere Eti or time equwaient months to be delivered according to the contract 02 No of full time equivalent months covered by this recruitment during this reporting period Training partne
41. s 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 2 10 by opening a previously saved Report Please refer to 2 3 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 2 15 Attachments Window Windows Internet Explorer 110 11192 168 16 96 2007 2013 1 Select attachments Attachments Attachment Type Delete fie Rem Attachment Type l Close Figure 2 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 4 Select the ATTACHMENT TYPE from the drop down list 5 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 clic
42. s except the ERROR PAGE or QUEST ERROR MESSAGE ERROR PAGE Body ERROR PAGE only Error message displayed on the ERROR PAGE v 1 02 23 09 2009 31 43 Development and Maintenance of SESAM QUEST User Manual 2 7 Login and Register User On the HOME PAGE Figure 2 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 2 8 Register as a New Participant This option allows creating new Project Participant account assuming you are able to provide correct data identifying yourself as valid Project Participant Tn 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 2 4 The NEW PARTICIPANT REGISTRATION PAGE is presented Figure 2 29 are coz bame s project management gt Naw raa tegit Hels ome Register as new participant Project Identification ane Cune Azione E ve RTWResearch Traing Networks z Figure 2 29 New Participant Registration Page 2 Provide project identification information a Select instrument using the drop down list INSTRUMENT b Select project type using the drop down list PROJECT TYPE c Enter Project
43. sa select 1e project you vant o work with o orze Figure 2 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 2 5 from manu Wiat is 969 sep y top rd Call Gat Suppor d a Parner Find a Document s subi a prooosal Whats aw Figure 2 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 2 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 Ifapplicable select REPORTING PERIOD for which the report will be submitted 6 Open Report for editing a Create new report i Click the button CREATE NEW REPORT DOCUMENT AMENDMENT REQUEST NOTIFICATION v 1 02 23 09 2009 9 43 Development and Maintenance of SESAM QUEST User Manual 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 2 7 To proceed without data import click the button No the FORM EDITING P
44. se 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 5 Access Publication Click the button DOWNLOAD The FILE DOWNLOAD WINDOW is displayed 6 Delete Publication The publication file is deleted automatically by deleting row where the publication file is uploaded 2 4 6 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 02 23 09 2009 23 43 Development and Maintenance of SESAM QUEST User Manual 1 Reach the FORM EDITING PAGE Figure 2 10 displaying the Form containing the List of publications as presented in Figure 2 18 TEMPLATE A LIST OF SCIENTIFIC PEER REVIEWED PUBLICATIONS STARTING WITH TE OST INPORIANT ONES We ofte yencalortheseies d nat toria ahi Loar pepe etl Figure 2 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 m
45. 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 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 Incase 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 2 42 Windows Internet Explorer 7 Youare about to delete a job vacancy Are you sure you want to proceed Figure 2 42 Confirmation message box b Click the button OK to proceed or CANCEL otherwise The Vacancy is deleted from the system and refreshed
46. tions for example depending on the answer to some previous question 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 2 11 In general 2 kinds of validation are performed 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 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 Obligatory field or conditionally obligatory field if related condition is fulfilled is not filled in Integer field is filled in with a decimal number e g 1 5 instead of 1 Double field is filled in with a decimal number using as decimal character e g 1 5 instead of 1 5 v 1 02 23 09 2009 16 43 Development and Maintenance of SESAM QUEST User Manual det Smith DEA You are here gt Skam gt bracctHanadenert
47. ts Page Navigate through users using links to particular pages as well as buttons PREVIOUS and NEXT 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 2 37 Windows Internet Explorer ws P vou are about to activate selected link Are you sure you want to proceed Ca Coa Figure 2 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 2 38 Windows Internet Explorer 2 J You are about to delete selected link Are you sure you want to proceed Figure 2 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 02 23 09 2009 37 43 Development and Maintenance of SESAM QUEST User Manual 2 1 Manage Vacancies The user can manage vacancies within QUEST applic
48. uccessful project identification the FORM EDITING PAGE is presented Figure 2 10 otherwise appropriate error message is presented Fill in all Form fields please refer to 2 4 Fill In Form Click the button SUBMIT PES sU v 1 02 23 09 2009 7 43 Development and Maintenance of SESAM QUEST User Manual In case of successful submission ie if all Form fields are properly filled in the QUESTIONNAIRE TYPE SELECTION PAGE is presented Figure 2 1 accompanied with the COMPLETION MESSAGE Box Figure 2 3 Windows Internet Explorer A The questionnaire has been successfully submitted Thank you for your contribution Figure 2 3 Completion Message Box Incase 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 2 4 Fill In Form Please proceed with Step 6 v 1 02 23 09 2009 8 43 Development and Maintenance of SESAM QUEST User Manual 22 Save Submit Report This option allows saving submitting Report for specified project and Project Participant Tn 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 2 4 s 47 Sosa 2006 fou are hare gt rez Hame gt rojas Hanagemert gt Select rojas s Select Project I ca
49. ust be updated click the ADD OR MODIFY PUBLICATIONS button to access the Publications List Page Figure 2 19 coordinator VOUS heret gt EPZ ams gt Project Management gt Publcatione ist mm UU Qs Publications List Ee leo the pesca or the series Date of plication Syrtes mener acoes tewi be provided te thie yes no Embargs prid mantic Add Publication Cancel Edition Project Publications of the Number Erde e Embargo we ui Man perodieat Number Ss ce dentiers Ema rm Aches orhe gt dero Publisher Dubia publication poges IF ra mas mte awowo yautoaren BE 2 ome uei play 31 08 2009 Spot 3 vanam Mis Ed What ic F977 FFT teo by stao Find Call Get Support Find Partner Find Document Prepare submit a proposal Whats New QUEST version 2284 in TEST anvironman sioe eme v 1 02 23 09 2009 24 43 Development and Maintenance of SESAM QUEST User Manual Figure 2 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 chec
50. utes Figure 2 9 PDF Creation Error Message 10 Access 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 2 8 v 1 02 23 09 2009 15 43 Development and Maintenance of SESAM QUEST User Manual 24 Fill In Form This option allows filling in various Forms in a user friendly way using the FORM EDITING PAGE Figure 2 10 The Forms have been designed in such a way that the possibility of errors during their completion is minimised Radio buttons and selection lists are used for filling in questions with limited number of answers Date fields are filled in through dedicated functionality 2 4 1 Fill In Date Field using the DATE WINDOW Figure 2 12 Country fields are filled in through dedicated functionality 2 4 2 Fill In Country Form Field using the COUNTRY WINDOW Figure 2 13 Filling in tables with variable number of rows is supported as well 2 4 3 Fill In Table with Variable Number of Rows It is also possible to attach annexes 2 4 4 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 ie obligatory under some condi
51. ve bean fled in during the reporting periodi Aregsement qusstiornaire s To be filled in by the recruited researchers whe heve competed their individual appointment during the period covered GENERAL INFORMATION Project full name Veni te ich Period number Cis Com Cath Period covered start date once Project start cate o1rosr2005 Project duration morthzl as Project coordinator rome Date of s brmission zarnarzoon SUMMARY OF THE RECRUITMENT DURING THE REPORTING PERIOD Please inate in the tables below the recruitment situation for each contract use as many rows ns necessary during the reporting period Please p of parson months soont by rocr ted revar chars WEAD tho reporna Period of eligible researcher researcher with experiance between 4 and 10 years ER nr researcher with more than 10 years of experience MER LER Loss Favoured Region Ntor ouropa eu invccrnmn reaional_palisy objectival ragians_on Mm Cooreinator tnmen en Name ef the origin EE or EHPorience Gender recruitment Commitment covered Selection country p fme 70 Gm serene 00 A Training arnor miUe tas Type is conder Start date of ng me EISE Ec mes bk eers GE RE omar
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