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Participant Portal - 7. Rámcový program

1. NEED HELP Frequently Asked Questions NEW Experts area Quick What does it offer today info m 2 You can search for FP7 calls for proposals and submit your You can search for the unique identifier of your organisation proposals register your organisation or provide updates of your 2 Depending on your role in projects and organisation you can organisation s data view information on projects negotiate your grant agreement Depending on your roles in projects and organisations you manage amendments submit financial and scientific reports can assign or revoke access rights to organisation and project or review projects data for other persons If you are interested in participating as an expert for the European Commission you can join the database of independent experts for European research and innovation User manual NEW Electronic proposal submission user manual O Presentations NEW Submission of proposals O Contact the Helpdesk Forthcoming functionalities Participant Portal External User Group 12 11 2012 1 11 O Web streaming and Web forum details Participant Portal V3 3 1 07 2012 O Area dedicated to experts evaluators of research proposals reviewers of projects etc Expert evaluators will be able to manage the administrative details related to their work as peer reviewers The currently separate electronic proposal submission system will be replaced by a new system i
2. Figure 33 Consortium and roles of a project 2 7 3 6 Add a new role in your project When you click on the button Figure 33 Consortium and roles of a project you have to enter the email address first name and last name 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 for more information about the nominations you can make depending on your own role PARTICIPANT CONTACTS OVERVIEW FOR COMET LA 282845 Mill Add a Contact UNIVERSIDAD Please enter the contact name and details troie Task Manager First Name Last Name Email required field Figure 34 Add role In the above example a Participant Contact is adding a Task Manager Participant Portal User s Guide 06 12 2012 Release 3 5 Page 42 of 80 2 7 3 7 Revoke a role from your project Depending on your role you can also revoke some roles see Figure 35 Confirmation of the revocation Select the X icon to the right of the role to be revoked Click on the Revoke Selected button and confirm the revocation The page at https www acceptance ec euro Eg You are about to notify the revocation of VAM FELT Wim From your proj
3. e PROJECT LIFE CYCLE STAGE e SERVICES related to the stage ROLES The roles for which the services are available PROJECT LIFE CYCLE STAGE Organisation management Identify opportunities Negotiations Grant execution Horizontal processes SERVICES Search for an organisation Register an organisation Manage registered organisation data upload documents until validation Manage organisation data LFV Simulation Read FP7 related documentation Search for a call Browse and or manage Negotiations 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 Manage roles and nominations Manage notifications Support ROLES Any Any Self Registrant LEAR Account Administrator Logged or not logged users Any Any Participant Contact Coordinator Contact Task Manager Team Member Participant Contact Coordinator Contact LEAR Account Administrator Task Manager Team Member Participant Contact Coordinator Contact Task Manager Team Member Participant Contact Coordinator Contact Task Manager Team Member Participant Contact Coordinator Contact Task Manager Team Member Any role Any role Any Table 1 Processes LEAR Account Administrator and Team Member can only browse some information Participant Portal User s Guide 06 12 2012 Rel
4. 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 Negotiation Participant Portal User s Guide 06 12 2012 Release 3 5 Page 45 of 80 XXXX 999999 Invitation Inbox x Dear coordinator We are inviting you to connect to NEF for the project xxxxxxxxxxxxxxxxxxxxXxxXxXXXXXXXXXXXX As coordinator you can access NEF either directly or via the EC Research Participant Portal both methods are equivalent The participant can only access NEF 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 demoportalnef gmail com If you dont have one yet please create it here https webgate ec europa eu aida selfreg email coordination
5. TAGE aoe na 2 a snes Em us ES pus i cre a RR ar H e e S p m et EH o t EIS c pud Lo uar ae He a x a i Er is D Tus Tus esr NN HE Ed ate ER n e e uir ER d im m E x a Tus Tus i S ER ms 4 Mr n pis ii T S 2 ee a p ae E ee me E d E GE m 5 i x 7 E 75 n 5 cn de M Eis im Rus iet iet E ES T n Dum Dum TE E a Ei i Z Eis p Eis a En pu mus E z Hn b c ut 2 c d a ee Bt Hm E o pn S m oe S m Ex ES o Be Ex E EE p E S zi 7 2 pie m pc Sins SEIS ae ee G D et Tus E E EE E EE d d nad n E Hm m m a E pr m m T Et nis d m ms omn s d E E ER zr iet Eo iu um UE T m ad ae ae pete K a ee ee M ud E a T te Ed 8 i e m gu ks ES Es Hd m um ud is t ERIS FE i He E Re apapap G 22 e S e Pai i p ds j d d pom MS o dadas AAA A AAA uuu d p ES ee T pum Hm ae lt gt Lo ae e 7 ae a ae PR REND um E E 2 ps ae p 2 e in s iet is d ned Ein ae Ein E o E n m nis E G er m H E E se MZ Poi ER i NC f Eu RENEE A A A AAA Ex S 2 p ES A E Ex E uu Revoke Only Grant amp Revoke t jec in a proj d portal
6. of his organisation This simulation tool does not save the data on any server of the European Commission The data is 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 go on the LFV Simulation tab and click on the Go to LFV simulation button in order to launch the LFV simulation tool see Figure 13 LFV simulation tab In this tool see Figure 14 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 Organisations Register Search Legal Entity LFV Simulation LFV SIMULATION Warning Disclaimer The Commission 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
7. sorted by information and click Search The page is refreshed with the calls matching the request and an opportunity to Search again Home Funding Documents My Organisations My Proposals My Projects my Roles Notifications Experts Support PPE FP7 Calls CIP Calls Other Calls Search Calls SEARCH CALLS Search term s Framework Al v Programme Specific Programme All Theme All e Call type Call for Proposals Call for Tenders 0 All Call status 9 Open Closed Forthcoming All Sort order by Publication Date v c c Figure 57 Search Calls Participant Portal User s Guide 06 12 2012 Release 3 5 Page 63 of 80 2 11 Manage Experts A top level tab Experts Jis used for the experts management see Figure 58 PP home page below This tab is displayed for all logged in and not logged in users For users that are not logged in it displays a home page inviting users to take some actions If you are are logged in some different actions need to be executed 2 11 1 Not logged in users A to Z Sitemap Search About this site Contact Legal Notice English en m TT Inm Ty S RESEARCH amp INNOVATION Commission Participant Portal European Commission gt Research amp Innovation gt Participant Portal gt Home Home Funding Documents My Organis tions Experts Support WEL
8. there are the Participant Contacts who are the main contact persons for the Primary Coordinator at the participating beneficiaries Nomination of only five persons per beneficiary and project is possible in this role note that the Primary Coordinator Contact count in this total for the Coordinator beneficiary Participant Contacts who belong to the same Organisation as the Primary Coordinator Contact are called Coordinator Contacts Like the Primary Coordinator Contact Coordinator Contacts have the right to grant and revoke the roles of the Participant Contacts in any organisation that is taking part in the Consortium By default these roles are provisioned with the respective names and contact details given in the proposal A Participant Contact can nominate other Participant Contacts within his her own Organisation without approval by the Commission The Participant Contacts have also the right to grant and revoke Task Manager and Team Members 3 level within their organisation 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 Primary Coordinator Contact when the Participant Contact has to be changed 2 3 3 Third level Financial Signatories Task Managers and Team Members At the third level of the pyramid there are the Financial Signatories Task Managers a
9. 2 7 1 Access to the list of projects and project details Coordinators participants financial signatories 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 Youwill see a list of all the projects you are involved in PROJECT LIST FOR GILL FOXIE 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 ALEAR can only view projects their organisation is linked with Granting access to projects is done separately Please visit the user manual for roles nominations details sea NA Access AN Me Financial PR Periodic Reportin amp 5 egotiation Reporting Deliverables Show 10 le entries Copy Excel Amendment Reporting Pa Pa Acronym v Prog Project ID Roles Phase Actions Grant COMET L4 31026250 FE 282845 Management a Showing 1 to 1 of 1 entries First Previous 4 Met Last Figure 29 My Projects 4 The interface will display the list see Figure 29 My Projects originally sorted by the Project Acronym for which you have a relevant role for example participant contact coordinator contact or Primary Coordinator The following fields will be displayed for each project listed e he Acronym o
10. 7th Framework Programme of Research and Technological Development of the European Commission Competitiveness and Innovation Programme EF 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 N 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 Project 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 Uniqu
11. By clicking on the Roles button in the My Organisation tab you can display all the roles of the people in your organisation See Figure 26 Roles of the Organisation ROLES OF UNIVERSIDAD DE CORDOBA 999572703 E Depending on your role in the organisation you could grant ar revake contact Details are available in the user manual You can only revake roles you have granted Show 10 entries Copy Excel Search Print Select gt Role T X Name v Email d Project LEAR BERRY Frank frankBerry pptestimyahoo corn Account Admin FIELDING Bill bilFielding eSubTestt live co uk Financial Signatory ASH Terry terryAsh esubTesti0 live co uk Financial Signatory DINES Fred fredDines esubTest04 yahoo cam i Financial Signatory DINES Fred fredDines esubTest04 yahoo com 282845 Primary Coordinator FOXIE Gill gillPoxie pptestimhotmail co uk 820845 i i Coordinator Contact ALLAN Peter peterAllan pptest hotmail co uk 282845 Task Manager DAKAR Joe joeDakar pptest hotmail co uk 202045 Task Manager HUWAERT Chris chris huwaert pext ec europa eu 202845 Showing 1 to 9 of 9 entries EC Revoke Selected Figure 26 Roles of the Organisation Participant Portal User s Guide 06 12 2012 Release 3 5 Page 33 of 80 Depending of your role in the organisation you could grant or revoke contact You can only revoke roles you have granted As explained in secti
12. Legal Entity 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 06 12 2012 Release 3 5 Page 18 of 80 Organisations Register Search Legal Entity LFV Simulation LEGAL ENTITY SEARCH In order to find an organisation use this search option to retrieve more results You may enter an organisation name or a significant part of it e g Acme University or a WAT number Search results for DISNEY THE WALT DISNEY COMPANY LIMITED QUEEN CAROLINE STREET LONDON UK VAT GB539293808 Registration na 00530051 Status VALIDATED DISNEY IUIS ear THE WALT DISNEY COMPANY SWITZERLAND GMBH HOESCHGASSE ZURICH GH VAT CH279815 Registration no CH02030020549 Ei irm d TE m PIC 902654060 OA rect rr Oe Pen Click here to register your organisation far a Participant Identification Cade PIC 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 Participant Portal User s Guide 06 12 2012 Release 3 5 Page 19 of 80 2 4 Using the LFV Simulation tool Any user logged in or not has the ability to perform a simulation related to the legal and financial viability LFV
13. Manage roles Please see sections 2 1 Roles 2 6 4 Roles of an Organisation and 2 7 3 Roles of a Project for a complete 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 LEAR SYSTEM SYSTEM ACCOUNT AA LEAR LEAR ADMINISTRATOR SELF REGISTRANT SYSTEM SYSTEM PRIMARY PRIMARY SYSTEM SYSTEM COORDINATOR COORDINATOR CONTACT COORDINATOR COORDINATOR CONTACT PARTICIPANT PARTICIPANT CONTACT FINANCIAL SIGNATORY TASK MANAGER TEAM MEMBER PRIMARY COORDINATOR COORDINATOR PARTICIPANT CONTACT same PIC PRIMARY COORDINATOR COORDINATOR LEAR builds the list of available FSIGN for a PIC COORDINATOR PARTICIPANT CONTACT assign toa Project COORDINATOR PARTICIPANT CONTACT COORDINATOR PARTICIPANT CONTACT PRIMARY COORDINATOR COORDINATOR PARTICIPANT CONTACT same PIC PRIMARY COORDINATOR COORDINATOR LEAR all projects list COORDINATOR PARTICIPANT CONTACT revoke from a project COORDINATOR PARTICIPANT CONTACT COORDINATOR PARTICIPANT CONTACT Table 2 List of roles and their nomination rights It is a Participant Contact with the same PIC as the PRIMARY COORDINATOR 8 If a LEAR revokes an FSIGN from the list of available FSIGNS for a PIC that FSIGN will be revoked from all the Projects he she has been assigned to by the Participant Contacts Partici
14. S TECHNOLOGY S L LEAR UPDATE VALIDATED View 29 7 2008 DOBON S TECHNOLOGY S L SELF REGISTRATION VALIDATED View Showing 1 to 2 of 2 entries stPrevious 1 NextLas Figure 20 Status of an Organisation Participant Portal User s Guide 06 12 2012 Release 3 5 Page 28 of 80 2 6 2 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 20 Status of an Organisation 2 6 2 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 21 Status of an Organisation Update request You are then redirected to URF where you can create an update request of your data Organisations Register Search LFY Simulation ORGANISATION DETAILS DOBOH S TECHHOLOGT S L DOBON S TECHNOLOGY S L PIC 998407712 Organisation Legal Address Active per VAT ESB38626040 street san Juan Bautista LEAR NACE 731 Number 48 AE v Status VALIDATED Post 38001 SITE H Code LastName Monedero City santa Cruz de Tenerife Phone 34922568927 3416588218598 County ES Email GEVWVEUABF EDI GSNTR P GE Phone 34 822280354 34 Fax 34922565913 654821859 Fax 34 9222580354 Emai E4 45D0VTN OGPNPAFT RAD NPEFAHP Ma SALA E BG Websi
15. There are several ways to receive information streams published by Research Participant Portal on your computer You can e use your e mail application to consult this information source while reading your e mails e use your Internet browser to display the various newsfeeds in the form of a homepage e use specialist RSS information stream aggregation software known as an RSS reader or news aggregator or even read information streams on your Smartphone PDA or pocket PC connected via Bluetooth to a GRPS mobile phone Whichever method you choose you must register the URL of each newsfeed you wish to receive in the chosen software This is a very simple operation often it only takes a click of your mouse indeed most sites broadcasting information streams display a small icon on their RSS or XML pages By clicking on the icon your software application will recognise the information stream automatically and add it to your content aggregation list 2 13 3 What do they look like For a first look at a newsfeed without installing anything on your computer you can use an online RSS reader which can read any RSS feed Open a new window in your browser and enter one of the following URLs in the address field RSS Feed Latest Call information RSS Feed Recently published Calls This is what a Research Participant Portal RSS feed looks like If you wish to view another feed simply enter its address in the address field Now you can mo
16. feeds search engines do not actually see the contents of the feed meaning that the search engines will not index the contents of the feed within the website Feedroll Feedroll is a free service for syndicating RSS and ATOM news feeds on your website Simply select a feed customize the design then copy and paste the code provided onto your page Feedroll Using PHP to Display RSS PHP is a slightly more complex solution for displaying RSS Like Javascript as the contents of the feed updates the web page contents will update as the page is refreshed The benefit of using PHP to display RSS is that the contents of the feed displayed with the webpage can be spidered and indexed by search engines The result is a feed that always displays the most current information from the RSS feed and the web page content is considered search engine spider and robot friendly rss2html php The rss2html php script allows users to create web pages that will always display the most current information from the RSS feed and because the resulting page is pure HTML it will be in a format friendly to search engine robots Using rss2html php webmasters can customize the format and look of the web page created from the feed The RSS feed s contents can easily be integrated into an existing website s theme The rss2html php script parses the RSS file extracts the pertinent information formats it and serves it up as regular HTML Feedforall Using ASP to D
17. for Proposals e cg Publication Date Fri 20 Aug 2010 Ideas Deadline Thu 7 Apr 2011 00 00 00 Brussels local time People Budget 41 000 000 00 Modification Date Fri 8 Jul 2011 Latest information Flash Information on the Evaluation Results available under Additional documents Figure 71 Feed Subscription on Internet Explorer Participant Portal User s Guide 06 12 2012 Release 3 5 Page 76 of 80 Participant Portal User s Guide 06 12 2012 Release 3 5 Google Add to Google Research Participant Portal FP7 Calls Recently published Calls FP calls for proposals and calls for tenders published in Research Participant Portal since 12 May 2011 http ec europa eu research participants portal rss call fp newest Google offers two different ways to keep up to date with your favorite sites Your Google homepage brings together Google Google Reader makes it easy to keep up with the functionality and content from across the web on a latest content from a large number of sites all on a single page single reading list Add to Google homepage or Add to Google Reader Sample Sample as Gee tem fue LT anto A e CR A Googie Hg gt rr gt re r les rn m Paw lunc rrn Hiis e wed ars s a a wm Pe metta muy De Te tet EIL Pere Y TEA Word of Ow Day imbres ai bor r ee eet e aad 2010 Google Help Figure 72 Feed Subscription on Mozilla using Google Page 77 of 80 4 GLOSSARY FP
18. involve Who can be an Expert Experts as peer reviewers assistin the evaluation of research and innovation proposals review of research and innovation projects In addition experts assist in monitoring the progress outcome and impact of research and innovation programmes as well as giving advice on the shape of future research and innovation activities Assignments mainly concern research and technological development falling within the current framework programme FP7 aimed at improving employment competitiveness and quality of life in Europe Take a look atthe most recently funded projects You have a chance of being selected as an expert if you have a high level expertise in research or innovation in any scientific and technological field including managerial aspects have atleast a university degree and e can be available for occasional short term assignments Registered Experts Already registered with CORDIS EMM First create an ECAS account if you have not created one yet in order to have the possibility to retrieve your CORDIS EMM profile 2 Some changes to the design of the new registration service require additional information from experts so please log in and update your profile Interested in participating as an expert for the European Commission 2 Register or update your profile 1 Create your ECAS Account Figure 60 Logged in users without Expert profile R
19. k R a A N T EN M A K 5 E Dp E E E ET i THE F DEM c 1 WIEN K 137 H ee oe 7 Pm B qm up om j d ad aR eg rae Tre igi EB z a ram Y a mcm E e o a Em Ee B R L E a E m L a a 3 P s E kadd all lt mE E E HE 3 E E E EE EN E z m CN NES L E Ti NS HL I m m mE zum 3 P NE HEN PAPA ETE Uum PA ES EU S ni mirum uni land arm anam 1 PE A ua iE Hic EX UN EM MI es D y z el E EINE F TH LS LES DIE a MOTEL R 74 z wr E E pr E WIE DX poa Gum Pg cg ma xum ja wm npe ug we arc pn gum SuSE e an em mem p was Se eee CI R tae EN Se eae mex eS A EA PALA a J 7m Bg gt E Fm r k r a E L T L ie Z m S ae sortida M ETG Css AA A pr num LA n Aa e hdr mm v r bn tas EL primi opm CORR Im KS uis Uniad URA da AAA DE AAA eps eie PEA 6 ra A L KE LL Ed POR ATE moa s FA ONE AA Y R IR Fa 1 Ji war c eru e E range a a c bv s remm s pw _ e peeiyopih alll a PEH Peer san EA y E a E i E Um E i i a a E E m i E j S mm E m 7n Dar I m i j Y m p E Ay g g Pu n de m m us EXE Tk 1 6 8 9 La 12 x LU r 4E Pers gis Mi m x E E E mee u O AA LET ee M Eid v LEES ER 14 H eT EAT T q E m A es Ee ae a eee Figure 24 Details of a project Participant Portal User s Guide 06 12 2012 Release 3 5 Page 32 of 80 2 6 4 Roles of an Organisation Figure 25 Participant User Account Management D
20. online as a reference forthe Commission and its Services in any further A unique identifier a nine digit PIC number Participant interactions Identification Cade will be assigned to the entity Start the registration Resume a draft registration Modify the registered data Upload supporting documents Modify the validated data Figure 15 Register steps Participant Portal User s Guide 06 12 2012 Release 3 5 Page 23 of 80 The steps Welcome John DOE This wizard will guide you through AMIA Ae equi nome oE He a Li ERCO the process of registration At the end of this registration you will Mies Hie coude a obtain the Participant Identification Does your organisation have a Value Added Tax e Code PIC of your organisation VAT number yes BE123456788 In order to complete the forms quickly and correctly please keep Does it have a business registration number the basic legal information Registration extract VAT data of Does it have a website your organisation at hand and then the registration will take you 5 10 minutes The first step of this wizard will ask you a few questions to determine whether your organisation Is registered already and to identify existing PIC numbers that may match your request User Manual Figure 16 URF Self Registration 2 5 1 Legal Entity Appointed Representatives and account administrators The Legal Entity Appointed Representative LEAR is the person chose
21. reaistered vet authenticates your identity on European Commission websites Is the selected domain correct External research Username or e mail address requires you to authenticate Password More options gt Required fields N Last update 17 01 2012 2 2 0 m 5 ms Figure 6 ECAS Login page 3 Now that you have logged on to the Participant Portal you are identified as a user Figure 7 Login box Participant Portal User s Guide 06 12 2012 Release 3 5 Page 12 of 80 Christian HUWAERT LH In addition to logging out you must chose all your browser windows to avoid any unauthorised access Figure 7 Login box Depending on your role you will be able to access different services 1 4 Log out from the Participant Portal 1 In the login box of the Participant Portal click on the Logout button Figure 7 Login box 2 his 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 and FORCE Participant Portal User s Guide 06 12 2012 Release 3 5 Page 13 of 80 HOW TO USE THE PARTICIPANT PORTAL 2 1 Roles 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 dependin
22. roles igure 31 Business an E Page 39 of 80 Participant Portal User s Guide 06 12 2012 Release 3 5 2 7 3 1 First level Primary Coordinator Contact At the top of the pyramid there is the Primary 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 Primary Coordinator Contact has the right to grant and revoke the roles of the Participant Contacts in any organisation that is taking part in the Consortium In addition he she has for the coordinating beneficiary i e his her own Organisation 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 Specific responsibility of the Coordinator Contact e Assure that the assignments of Participant Contacts are up to date and reflect the reality including removal 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 including Coordinator Contacts At the second level of the pyramid
23. sese eee eee ee eee 73 A A A eT 73 2 13 5 Research Participant Portal RSS BUS unsscorcrireconsi raised ro CHO Ib T E 78 Participant Portal User s Guide 06 12 2012 Release 3 5 Page 4 of 80 Introduction The Participant Portal is an Internet portal for the participants to the 7th Framework Programme FP7 and the Competitiveness and Innovation Programme CIP lts 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 PP Typographical convention Hyperlink or email address Button Tob Figure Or Table Field or Column Participant Portal s main actors The different types of users defined for the Participant Portal are organised by roles and are globally 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 regist
24. 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 possible to modify or delete your self registration Or STEP 3b If you have already submitted your registration and if VS 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 VS 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 S elf Registere NO Self Register you Organisation YES Is your Organisation Registered as Draft Modify Delete Your Self Registration NO CVT started the Validation Modify Your Self Registration Upload documents Upload Documents W hen 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 VS begins a ve
25. technikon com amp emailRetype coordination technikon com 2 Now you may connect to NEF by logging as demoportalnef gmail com with your ECAS password here http ec europa eu research participants portal appmanager participants portal login As soon as you will introduce successfully your email and password you will be redirected to the Participant Portal welcome page 3 Once logged in the list of the projects you are involved as coordinator will 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 2 Once you are connected to the secured environment of the Participant Portal select My Projects tab 3 The list of the projects you are involved will be displayed On the right side of the screen the link Access Negotiation AN 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 PROJECT LIST FOR JEAN JACQUES LEPERE If you are a LEAR of your organisation please visit the tab My Organisations and follow the link View projects t
26. too uses the GI described in the Rules on verification of existence legal status operational and financial capacity document dic s europa en html Go to LFV Simulation Figure 13 LFV simulation tab Participant Portal User s Guide 06 12 2012 Release 3 5 Page 20 of 80 Profit and loss account Turnover 0 00 Variation in stocks 0 00 Other operating income 0 00 Operating income 0 00 Costs of material amp consumables 0 00 Other operating charges 0 00 Renumeration and charges Staff costs 0 00 n Gross operating Profit or Loss l 0 00 r Depreciation and value adjustements on non financial assets l 0 00 Net operating profit 0 00 8 Financial income and value adjustements on financial assets 0 00 if b Interest paid 0 00 Similar charges l 0 00 a Profit loss on ordinary activities 0 00 i Extraordinary income 0 00 Extraordinary charges a 0 00 Taves on profits l 0 00 N Profit loss for financial year 0 00 Close m Financial Viability Simulation Indicators Value Qualification Quote Concise More in depth Quick Ratio G O Profit Ratio Profitability 1 Profitability 2 Solvency l Noteworthy value s Results Equity Flags Figure 14 LFV Simulation tool 2 5 Register an organisation In the past participants had to provide the Commission with their organisation legal and financial
27. websites of CEN and CENELEC E mail notification scribe to e mail notification of this call Return te Figure 55 Call info Participant Portal User s Guide 06 12 2012 Release 3 5 Page 62 of 80 Electronic Proposal Submission Service EPSS lo Tr s 3 as b CENE Sa pu e 5 2007 20143 The EPS5 web application is best viewed with Internet Explorer 6 0 and above or Mozilla Firefox 1 0 and above Safari is NOT supported whatever the 05 For other browsers please refer to the EP55 User Guide EPSS Attention EPSS Helpdesk working hours from 11 07 2011 until 26 08 2011 the EPSS helpdesk will be available from 9am to 5pm Brussels local time and from Sam to 8pm during 48 hours before calls deadlines Welcome to EPSS the Electronic Proposal Submission Service Call Selected ENTAC 2011 2 Sub Scheme Selected JTI CP ENIAC I am the coordinator of a proposal and I need a user name and a i password REGISTER I already have an online user name and a password LOGIN I am a participant not the coordinator in a proposal and I need a user name and password Y Y Y CONTACT YOUR COORDINATOR EPSS user guide Privacy Statement Figure 56 EPSS 2 10 4 Search Calls Any user can use the Search Calls functionality from the Funding tab by clicking the Search button See Figure 57 Search Calls The user can enter as search criteria search terms programme call status call type
28. 012 12 00 FP Calls Participant Portal Notification Latest 09 12 2012 12 00 FP7 Calls ae i information Participant Portal Notification Latest information Fl 08 12 2012 12 00 FP Calls Participant Portal Notification Latest information 07 12 2012 12 00 FPY Calls Participant Portal Notification Latest information Participant Portal Notification Latest information 06 12 2012 12 00 FPY Calls 3 05 12 2012 12 00 FP Calls System message concerning the change of roles Please do not reply to this mail 3 30 11 2012 03 29 Participant Portal Expert 20 07 2012 02 05 Management Your expert candidature number system 3 Showing 1 to 10 af 325 entries Figure 44 My Notifications Participant Portal User s Guide 06 12 2012 Release 3 5 Page 50 of 80 2 9 1 1 Columns in the Inbox tab e A lt SELECT gt checkbox allows the participant to delete or mark as un read the selected records e he lt DATE gt is the date of the notification when the message was sent e he lt SOURCE gt represents the sender of the notification message The source of the messages can be o Participant Portal e g when the user has been assigned to a new role o FP7 Calls e g when data of a call you subscribed has changed o Notification coming from the Submission and Evaluation of Proposals system e lf the lt SUBJECT gt is underlined hyperlink mode then the participant can click on it in order to open t
29. 2012 Release 3 5 Page 34 of 80 2 6 4 2 Revoke a role from an organisation Account Administrators and or Financial Signatory 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 5 Proposals of an Organisation If you are a LEAR or Account Administrator of an Organisation you can view a list of the Proposals in which it is taking part by selecting Organisation Proposals from the Organisation Menu see Figure 19 Organisation Menu and Summary remember that you can reach the Organisation Menu by choosing Organisation Details from the My Organisation list PROPOSALS LIST FOR LIHKOPIHGS UHIVERSITET show 10 entries Humber Search Acronym Role Contact Pic gt Legal Name lt More Rips T Participant LNKOPINGS a 2398033 999052236 238081 2300496 238211 30464 238503 250606 238838 2 345958 238824 Teachingsex T genderknow T Invipa T HEALTH ssrt T EUChild T hESC Trainer T a4MAP T ewnEnergy T STEAM T Showing 1 ta 10 of 1897 entries The list is composed of The proposal number The proposal acronym if you hover over the yellow information icon the complete title of the proposal is displayed The role of the Organisation within that proposal Representative Participant Representative Participant Representative Participant Representative Participant
30. 7 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 06 12 2012 Release 3 5 Page 79 of 80 Participant Portal User s Guide 06 12 2012 Release 3 5 Page 80 of 80
31. COME Welcome to the Participant Portal a Login The Participant Portal is your entry point for electronic administration of EU funded research and innovation projects and hosts the services for managing your proposals and projects throughout their lifecycle Register your account Qj Currently the portal covers mainly actions under the 7th EU Framework NEED HELP O Frequently Asked Questions gt NEW Experts area Quick What does it offer today info O User manual 2 You can search for FP7 calls for proposals and submit your You can search for the unique identifier of your organisation NEW Electronic proposal proposals register your organisation or provide updates of your submission user manual Depending on your role in projects and organisation you can organisation s data O Presentations view information on projects negotiate your grant agreement Depending on your roles in projects and organisations you NEW Submission of manage amendments submit financial and scientific reports can assign or revoke access rights to organisation and project proposals or review projects data for other persons If you are interested in participating as an expert for the European Commission you can join the database of independent experts for European research and innovation Forthcoming functionalities Participant Portal External User Expert evaluators will be able to manage the administrative details related to their work as peer
32. Documents the Notification service the Legal and Financial Viability LFV simulation tool the proposal system services the expert database System requirements for using the Participant Portal A Consortium is a group of Participants or Beneficiaries formed in pursuit of a Project Participant Portal User s Guide 06 12 2012 Release 3 5 Page 6 of 80 The participant portal operates on line without saving anything on the computer The recommended minimum system requirements are a computer with a minimum 1 2 GHz processor and minimum 1Gb RAM an Internet connection preferably 1Mb s or higher a screen with a minimum resolution of 1024 x 768 Internet Explorer 8 0 or above or Firefox 8 0 or above Other web browsers may work but have not 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 your browser session lf you encounter issues with previous versions of browsers we recommend that you first upgrade to the minimum browser version indicated before contacting the helpdesk Windows XP 7 Mac OS X 10 7 Lion Other operating systems may work but have not been tested Where can the participants get support A Frequently Asked Questions section is available on the Participant Portal The users looking for help with the Participant Portal and its underlying services should u
33. E 1 SEVENTH FRAMEWORK PROGRAMME Participant Portal Participant Portal User s Guide 06 12 2012 Release 3 5 Page 1 of 80 o e PU EEE E TTT 5 Pos PCa A AEA SD 3 el jodo Emm 5 Paruicipant Portals A e E E ESE ER OA 6 System requirements for using the Participant Portal eee eee ee e ee eee D Where can the participants get SUDDOTLUT eee ee e e e ee ee 7 1 HOW TO ACCESS THE PARTICIPANT PORTAL sse 8 1 1 European Commission s Authentication ServiCe oocccccccncccoccnccnnncnonnnononcnnnonnnonnnnnonnnnnnonennnnnnnss 8 ko Sz Y 9 e PR EP CE ERATE edd EEES 8 Me es ea es O AAPP DOTT Umm 11 m EM oe aa oo a T US ET 13 2 HOW TI USE TRE PARTICIPANT PORTAL irnos 14 AAPP E E A 14 NES o o A 14 A A ee E ete er ee 16 A al AG Gr DE AAA PA E E a o E 18 2 3 Search for an organisation and retrieve its Participant Identification Code 18 2 4 Using the LFV Simulation e e OL OC ER 20 2o REALAN a a NE mr 21 2 5 1 Legal Entity Appointed Representatives and account administrators 24 2 6 Manage the organisation data sss eee C ute pide 26 2 6 1 The organisation menu and organisation summary portlets sse eee e eee ee ee ee e ee 27 202 SAWS My organ b aO E Oo E 0 TOS 28 2 6 2 1 Check if your request has been validated or is in validation 28 2 6 2 2 View organisation or change within request histori eee ee ee ee e e eee 29 2 6 2 3 Create a ch
34. ES ALTERNATIVES 25 RUE LEBLANC 75015 PARIS 15 FR PIG 999992401 Figure 36 Managing the Participant Contact details Note that there is a limitation of 5 Contacts per Participant If you reach that number the little button will not be visible By selecting the Add a contact screen is displayed see Figure 37 Adding a Contact to a Participant 2 Quick reminder a Participant Contact belonging to the Coordinating Organisation is called Coordinator Contact Participant Portal User s Guide 06 12 2012 Release 3 5 Page 44 of 80 HH Add a Contact EUMETSAT Please enter the contact name and details First Name Last Name Email Figure 37 Adding a Contact to a Participant If you want to remove a contact from the list select the X button next to his name A confirmation screen will be shown see Figure 38 Removing a Contact Select OK to remove the Contact TI Delete a Contact EUMETSAT You are about to revoke the following contact First Name Bob Last Name SINCLAR Email bob sinclargibonsinclar org Organisation 999619533 EUMETSAT The operation cannot be undone Proceed Figure 38 Removing a Contact Reminders e The Primary Coordinator cannot be removed e lf you are a Participant Contact you can only add or remove contacts to or from your own Organisation e The Primary Coordinator and Coordinator contacts can add or remove contacts to or from any Organisation 2
35. Guide 06 12 2012 Release 3 5 Page 27 of 80 e Displaying the Organisation Details e Displaying Managing Roles that are bound to this Organisation e Displaying the Proposals bound to the Organisation ORGANISATION MENU Organisation Details Organisation Roles Organisation Projects Organisation Proposals ORGANISATION SUMMARY Organisation Pic 999884052 Business Mame WUT VAT number PL5250005834 Figure 19 Organisation Menu and Summary 2 6 2 Status of my organisation By clicking on the Organisation Details button or on the Organisation Name in the My Organisation tab see Figure 17 My Organisations you can 2 6 2 1 Check if your request has been validated or is in validation Organisations Register Search LFV Simulation ORGANISATION DETAILS DOBOH S TECHNOLOGY S L DOBON S TECHNOLOGY S L PIC 998407712 Organisation Legal Address Active View VAT ESB38626040 Street San Juan Bautista LEAR Update NACE 731 Number 48 Titig Mr Status VALIDATED Post 38001 First Name Julian Code LastName Monedero City Santa Cruz de Tenerife Phone 34922568927 34659821859 Country ES Email GKWEUABF VYDIGSNTR PGK Phone 34 922280354 34 Fax 34922568913 659821859 Fax 34 922280354 Email EZZSDYVTN OGPNPAFT RND NPEFXHPM SVUJAEJ BGI Website www dobontech com Request History Sign 10 Wemtries Sts Date a Organisation Name gt Type Status Action 4112 2008 DOBON
36. IS Partners Service Enterprise Europe Network tes Do you know how to tackle standardization in your future project proposal Contact CEN and CEMELEC the European Standards Organisations to receive tailor made help at research cencenelec eu CEN CENELEC Research Helpdesk ar visit the websites of CEN and CEMELEC E mail notification Subscribe to e mail notification of this call Return to calls Figure 49 Funding Details of a specific call The list of calls that you have subscribed to in this way is displayed in the Your Subscribed Calls tab Participant Portal User s Guide 06 12 2012 Release 3 5 Page 58 of 80 You can unsubscribe to the subscription to a single call by selecting it and by clicking the Unsubscribe button See Figure 50 Your Subscribed Calls Home My Organisations MyProposals MyProjects MyRoles My Notifications FP Calls Support Inbox Your Subscribed Calls Subscription Criteria YOUR SUBSCRIBED CALLS e select all clear all Cooperation Joint Technology Initiatives Annex IV SP 1 SP4 JT1 CS 2011 02 Ideas ERC ERC 2011 Poc Penple Marie Curie Actions FP7 PEOPLE 2011 IEF Euratom Fusion Energy FP7 Fusion 2007 Unsubscribe _ Figure 50 Your Subscribed Calls Participant Portal User s Guide 06 12 2012 Release 3 5 Page 59 of 80 2 10Manage Funding Any user logged or not can have access to the F
37. Representative Participant Representative Participant Representative Participant Representative Participant Representative Participant Representative TT nr rm I mm palla Liso 999052236 999052236 999552236 994052236 999052236 999852236 994052236 9990552236 999052236 UNIVERSITET LIN KOPINGS UNIVERSITET LIMKOPINGS UNIVERSITET LINKOPINGS UNIVERSITET LINKOPINGS UNIVERSITET LINKOPINGS UNIVERSITET LINKOPINGS UNIVERSITET LINKOPINGS UNIVERSITET LIMIKOPINGS UNPERSITET LINKOPINGS UNIVERSITET o 27 2 z E E E 2 amp z MAA Figure 28 Organisation Proposal List The contact person name selecting the name will enable to send an email to that person The PIC that was used for this Organisation at the time of that proposal submission Participant Portal User s Guide 06 12 2012 Release 3 5 Page 35 of 80 e The Legal Name for this Organisation at the time of that proposal submission e An information icon H If you select it a small pop up window containing the Framework Program Call and Funding scheme information of the proposal will appear Participant Portal User s Guide 06 12 2012 Release 3 5 Page 36 of 80 2 7 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
38. The ECAS password initialisation Success page will appear your ECAS password was successfully initialised 9 Youcan 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 Go to the Participant Portal home page http ec europa eu research participants portal 2 Inthe login box click on the login link see Figure 5 Login box Participant Portal User s Guide 06 12 2012 Release 3 5 Page 11 of 80 Register your account e Figure 5 Login box The login page ECAS authentication appears Figure 6 ECAS Login page e 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 e Enter your Username if you have created one or your email address gt and your password and click on the Submit button e You are then redirected to the secured environment of the Participant Portal Contact Search Legal notice Privacy Statement English en v External European Commission Authentication Service ECAS EUROPA Authentication Service Login a EC EN MAS Login New password Sign Up Help ECAS Login not
39. This tab is divided in 2 parts see Figure 17 My Organisations A list of organisations where you are LEAR Account Administrator Financial Signatory or Self Registrant A list of organisations where you are involved in a project a Organisation Roles Organisation Projects Actions EADS DEUTSCHLAND GMBH 999991819 DE187015661 E9029 53 UNIVERSIDAD DE CORDOBA 999872703 EsQ14180018 MBE Showing 1 to 2 of 2 entries inst al Next Lest Organisation s linked via projects Show 10 entries Name UNIVERSIDAD DE CORDOBA 9990727702 SE Figure 17 My Organisations 4 If yu are a LEAR Account Administrator or Self Registrant of the organisation under the Actions column three buttons are present at the right of the screen Organisation Details View Projects Participant Portal User s Guide 06 12 2012 Release 3 5 Page 26 of 80 H 0 D Roles By clicking one of these buttons you can open a new portlet below the Organisations sub tab If you are Financial Signatory you can only view the Organisation Details If you are Self Registrant selecting the Organisation Details button will display the URF screen corresponding to that organisation see Figure 18 Organisation details for Self Registrant WELCOME STATUS ORGANISATION ADDRESS CONTACT PROGRAMME SUBMIT DONE Step 3 Enter Legal Address related information a Address ines In the case of legal persons enter Main Phone the register
40. a d BG EEE EEEE EEEE EEEE E d A OSO peo ir HE RER RET iret S H ud M Rc vd ES QUA DO eee ee E scu plu E E E E EN METUS up GE sde ik nom piene m nes 7 2 D 2 5 x a ae E Et E E Lo EE n E n cn n p um e Be 7 Ee m D Bid EE E E pti Ed TTT R EE ERT EE ER TEE eee ce o T E SHE HE G HE G ere rt ertet S talon Eo on DR T TET Ed EH E EEEE t m P i x d d p S im ER a p m Em s EE c wu pos a m tbt a E D p ae ii Eum n e HORS pm pum P Es du ae n Ei E Ei mus d SE G sin sin ix a ms z E Ee E ES m um Lo Z a Es pi pis ETE oe p ii 9 n B p cd EN m ae 9 du EH md i s zt ER ER ER zt zt Rep the zt ER SES eo T 209 ud c uu I a i z Qu qam um o TO d d d d d d d d gt E E d d d d d E E E E E l poo o o ooo o o o A En cup uU I D I T m pu Wo E nearer mo cpu m Eu 66 333 3 3 4 a o d 2 pp uo une Geis o o o o o C A R R URE TD T T TE a a s so K md ie iet md i iet ie i E i EE i Lo i xs d a ium s ter ms pun E zm e i ER ium ES a eee E e i ER d i im rum D pm tee D xs zs S a m ed Er p m m Es d p p EI UE dap stepped papa Hane pereat P E gunt sind mtumuntnennuniat Qu E P UIT Qu E PIX p P m UT E S S p o ro om dd m us a a G d EE FE ee E p Eee unn n z Em a in
41. ange regUeSt T e 29 2 6 2 4 decir ie ls AA PA 30 2 6 2 5 Uodale TN 1 AAA A 30 2503 VIEW Froeci OF anm CITAS O sacan maces acinomae tai eno 31 2 6 3 1 jo nn o OOOO EE EEN 32 204 o OA oo 2 6 4 1 Add arole to Esla o lt lao A POPE EEE a 34 2 6 4 2 Revoke a role from an organisation sse eee e eee ee eee 45 255 Froposab oian i a e a 35 Participant Portal User s Guide 06 12 2012 Release 3 5 Page 2 of 80 A lola e dolco o E o o DT 37 2 7 1 ACCESS to the list of projects arid project details siii 37 2 7 2 The project menu and project summary porllets ooocoocncoocncoccncoccnnocnncnonnccnnnnno 38 NS ROL OA eO NN TETTE 39 2 1 3 1 First level Primary Coordinator Contact usina dali ib 40 vl wae Second level Participants Contacts including Coordinator Contacts 40 LAT AEG ES Third level Financial Signatories Task Managers and Team Members 40 2 1 3 4 Ss PP EH 40 21 39 BIER e PNE OT LUNDI neoni 41 2 7 3 6 Add anew role in your projeti TT 42 213 mare a om youi DIO OG Mettre TD m 43 2 3 8 Manage the Consortium or Manage Participants seeeeseesssesssse 44 2 4 Access to the negotiations activities Negotiation Facility tool NEF 45 2 7 9 ACCESS lo ihe VEO OCI Eeoa t o mo DTE 48 2 5 1 Accessing tne reporing TG OS icant te o oo 48 A os APP A 49 a A e o o AAA e o o in o e 50 A e po nn 50 2 9 1 1 coumis mi
42. arch participants portal ShowDoc Participant Portal portal content help URF USER MANUAL pdf 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 4 Roles of an Organisation for more information Participant Portal User s Guide 06 12 2012 Release 3 5 Page 25 of 80 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 click on the Manage Organisation Data icon in the home page displayed after login 3
43. aspect af using the portal please contact our service desk via the support tab HA Figure 2 Register as new user 3 The ECAS User Registration Form opens please fill it in using your individual professional e mail address in the relevant fields Figure 3 ECAS User Registration Form It allows the system to identify you and credit you with the right access and services Participant Portal User s Guide 06 12 2012 Release 3 5 Page 9 of 80 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 Contact Searc External European Commission Authentication Service ECAS EUROPA gt Authentication Service gt Sign Up Is the selected domain correct External Charo it Login New password Sign Up ECAS a authenticates your identity on European Commission websites Sign Up Help for external users E mail language English en iv S Try another q Audio version O Privacy statement by checking this box you acknowledge that you have read and understood theprivacy statement Required fields Last update 17 01 2012 2 2 0 m 5 ms Figure 3 ECAS User Registration Form 5 The confirmation screen indicates that within a few minutes you will receive an email allowing you to complete the r
44. cts of an Organisation By clicking on the Las View Project button you can display a view of all the Projects an organisation is involved in see Figure 23 Project list of an Organisation PROJECT LIST FOR UNIVERSIDAD DE CORDOBA 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 currently presented Technical work is ongoing to resolve this limitation ALEAR 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 10 x entries Copy Excel Print Project ID Acronym 20100091 Management Grant 20100097 Management Grant 31001594 Management 213637 a 21001432 Grant rcd Management 216672 A 31002260 Grant ae Management 219605 eo Kiss 31003442 arant A Management 22047 CHIRALHYBROXICAT 20100100 Archive Grant 222738 BASELIME 31002660 Management Grant DELIVER 20100092 Management Grant Management ASA Meta GnRH 31004047 Figure 23 Project list of an Organisation Participant Portal User s Guide 06 12 2012 Release 3 5 Page 31 of 80 2 6 3 1 Project details Click on the underlined Acronym of a Project leftmost colu
45. d to Programmes and themes see the following print screen Figure 48 Subscription criteria Participant Portal User s Guide 06 12 2012 Release 3 5 Page 56 of 80 Home FP Calls FP Doc My Organisations My Proposals My Projects My Roles Notifications Experts Inbox Your Subscribed Calls Subscription Criteria SUBSCRIPTION CRITERIA select all clear all Subscribe to the following call categories LI Call for Proposals E Call for Tenders Subscribe to the following call States a Closed a Forthcoming Subscribe to the following programmes and themes a COOPERATION B Food Agriculture and Fisheries and Biotechnology Health a Infor mation and Communication Technologies LI Na nd New Production Technologies NMP Li Research Potential Ej Activities of International Cooperation Li EURATOM El Fusion Energy EJ Huclear Fizsion and Radiation Protection LI JRC direct nuclear actions Figure 48 Subscription criteria Participant Portal User s Guide 06 12 2012 Release 3 5 Page 57 of 80 2 9 3 Your Subscribed Calls Under the Funding tab after choosing a specific call users can subscribe to the e mail notification related to that selected call Click on the Subscribe to e mail notification of this call link at the bottom of the page see Figure 49 Funding Details of a specific call All files have been treated uniformly and compressed to facilitate the access
46. e lB Personal Details PM Title Languages 9 Education 9 First name Area of Expertise e Family name Professional Experience C Male C Female Data Privacy e Gender Date of birth cc lmm yyy y j Questions Karad Second nationali FAQ 24 Contact AC if lcd Contact Details Let us know how to contact you and where to send any documentation e mail address Bernard MAHIEU ext ec_europa eu If you want te change this email please update your ECAS account Street name and number Town City Country Post code Use a different address for Yes Mg correspondence Figure 64 EMPP If Already registered as an expert in CORDIS and wish to import my profile is selected by clicking the Go button it opens the Expert profile import see Figure 65 Import Expert profile from CORDIS 2 11 2 1 Import Expert profile from CORDIS The user has to enter his user name and password previously used in CORDIS Participant Portal User s Guide 06 12 2012 Release 3 5 Page 68 of 80 EXPERT AREA Please enter your CORDIS username Please enter your CORDIS password Import Profile Forgot your username and or password Click here Figure 65 Import Expert profile from CORDIS If the entered data is OK you can click the Import profile button in order to import his data from CORDIS If the import is successful the exported Expert profile is displayed If the manual import cannot b
47. e Code Identifier for an organisation obtained through URF registration amp used in each step of the process to identify an organisation The Temporary PIC received directly after URF registration and Validated PIC VS 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 lt encompasses a set of rules for data acquisition and validation Participant Portal User s Guide 06 12 2012 Release 3 5 Page 78 of 80 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 8 avoid double registrations Only the LEAR may do a Change request of hi
48. e 22 Status of an Organisation Request not yet validated A message asks you to confirm your deletion 2 6 2 5 Update change request You can also modify your change request while VS has not yet started the validation of your request The Upaate link is displayed in the request history part See Figure 22 Status of an Organisation Request not yet validated You are directed to URF and your data can be modified ORGAHISATIOH DETAILS DOBOH S TECHHOLOGY S L DOBON S TECHNOLOGY S L PIC 998407712 Organisation Legal Address Active View VAT ESB38626040 Street San Juan Bautista LEAR NACE 731 Number 48 me w Status VALIDATED Post 38001 ir an Code LastName Monedero City santa Cruz de Tenerife Phone 34922568927 346595821859 Country ES Email GEVWELIABF MWOIGSNTR PGE Phone 34 922200354 34 Fax 34922568913 659821859 Fax 34 922280354 Email EZZSDVTMNEBOGPNPAFT RND HPEFXHPHMigasvwwl LIAE BGI Website www dobontech cam Regies kisan AAA AA Organisation Name Gatas Acton 26 4201 1 DOBON S TECHNOLOGY LEAR LIPDATE CREATED View Update 6 Ls Delete 4n 22008 DOBON S TECHNOLOGY LEAR UPDATE VALIDATED View SE 29742008 DOBON S TECHNOLOGY SELF VALIDATED View SE REGISTRATION Showing 1 to 3 af 3 entries First Previous 1 MextLast Figure 22 Status of an Organisation Request not yet validated Participant Portal User s Guide 06 12 2012 Release 3 5 Page 30 of 80 2 6 3 View Proje
49. e processed due to various reasons then the user is presented with the following message We are sorry but your profile cannot be imported at this time Please try again later If the problem persists please contact the Help Desk hyperlink to eFP7 Service Desk form If you forgot your user name and or password you can recover them by clicking the Click here hyperlink and be directed to the password user name recovery see Figure 66 Recover user name password from CORDIS The Back buttons goes back one step up Participant Portal User s Guide 06 12 2012 Release 3 5 Page 69 of 80 2 11 2 2 Recover CORDIS profile EXPERT AREA Please take care to enter the email address in your CORDIS profile A personalised link to your data will be emailed shortly ta this address Email registered on CORDIS fs Figure 66 Recover user name password from CORDIS You have to enter your email address recorded in CORDIS By clicking on the Send button the application requests CORDIS to send an email with a link allowing the user to recover his CORDIS user name and password The mail is sent to your mailbox associated with your ECAS account A copy of this mail can also be found in the My Notifications tab If the email address is not valid then an error message Invalid email address Please check the email address provided to CORDIS is displayed The Quit button is used to return to home page for not logged in experts see Erro
50. ease 3 5 Page 15 of 80 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 Log on to the Participant Portal Select the My Roles tab If you have one or more organisation role 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 task manager team member reviewer or rapporteur 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 Participant Portal User s Guide 06 12 2012 Release 3 5 Page 16 of 80 Home Funding Documents My Organisations My Prop
51. ect This operation cannot be undone Figure 35 Confirmation of the revocation Participant Portal User s Guide 06 12 2012 Release 3 5 Page 43 of 80 2 7 3 8 Manage the Consortium or Manage Participants If you are Primary Coordinator or Participant contact including Coordinator contact the same screen allows you to manage all the Participant Contacts bound to the project If you are a Participant Contact you will be able to modify Participant Contacts for your Organisation only If you are Primary Coordinator you will be able to modify Participant Contacts for any Organisation making up the Consortium To add a contact you must select the little plus button at the top of the list AE O next to the participant you want to add the contact to see below PARTICIPANT CONTACTS OVERVIEW FOR ARASCOM 2226 20 ili Coordinating Organisation E EUMETSAT oi SETTE Participant One PORTAL i THE EUROPEAN ORGANISATION FOR THE EXPLOITATION OF Eee immer Christian HUWAERT a D METEOROLOGICAL SATELLITES 1 Eumetsas Allee 64295 Priti YADAV Oo DARMSTADT DE PIC 999619533 E Participating Organisation Zi Su Contacts TECHNISCHE UMIVERSITAET DARMSTADT 5 Karolinenplatz 64288 CE rnat MAHIEU 00 DARMSTADT DE A a PIC 999986581 RAE agiuniversitaet darmstadt org a Ee T Participating Organisation E ge RAE sl agenergie atemique org COMMISSARIAT A L ENERGIE ATOMIQUE ET AUX ENERGI
52. ed official legal address Street name of your organisation Street number Fax P O Box Postal code Secondary Phone CEDEX France only City Region County Country Belgium In Internet Internet web address website address Official e mail address Figure 18 Organisation details for Self Registrant 5 If you are not a LEAR or Account Administrator but only linked to an organisation as a project RO member you will only be able to see the Roles button Note no hyperlink is present in the organisation name where you are self registrant for the other role the organisation details applet is displayed when you click on the organisation name 2 6 1 The organisation menu and organisation summary portlets Whenever specific orgaanisation information is displayed in the main area of the portal two portlets are shown on the left side of the screen Organisation menu and Organisation summary see Figure 19 Organisation Menu and Summary The Organisation Summary will display core essential information about the currently selected project Organisation PIC Business Name VAT and NACE code The Organisation menu allows the following global navigation actions e Returning to the Organisation list by selecting the Back to list orange aaa button 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
53. egister or update your profile opens the mport create Expert Profile page see Figure 61 Import Create Export profile Participant Portal User s Guide 06 12 2012 Release 3 5 Page 66 of 80 EXPERT AREA Welcome to the Experts Area in the Participant Portal 9 Already registered as an expert in CORDIS EMPP area and wish to import my profile O Never been registered as an expert for the European Commission and wish to create my profile Go Figure 62 Import Create Export profile If Never been registered as an expert is selected by clicking the Go button it opens the following page in the Participant Portal see Figure 63 Create your profile The Create profile button opens EMPP where the user can define his profile see Figure 64 EMPP EXPERT AREA Welcome to the Expert area inthe Participant Portal We recommend you carefully complete all 6 sections for us to be able to match your skills and expertise to research and innovation assionments Create your expert profile in less than 30 minutes A progress indicator on top will guide you through the process You can save and come back to edit your profile at any time Create Profile Figure 63 Create your profile Participant Portal User s Guide 06 12 2012 Release 3 5 Page 67 of 80 PERSONAL LANGUAGES EDUCATION AREA PROFESSIONAL DATA details of expertise experience privacu Personal Details a Let us know who you ar
54. egistration process Note that the process 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 4 Password initialisation page of ECAS Participant Portal User s Guide 06 12 2012 Release 3 5 Page 10 of 80 Contact Search Legal notice Privacy Statement English en v External European Commission Authentication Service ECAS rni Ai EUROPA gt Authentication Service gt New password 0 SEES orion wt Is the selected domain correct External Chance it Login New password Sign Up Help EC AS a authenticates your identity on European Commission websites New password Please choose your new password Passwords cannot include your username and must contain at least 10 characters chosen from at least three of the following four character groups white space permitted Required fields Upper Case A to Z Lower Case a to Z Numeric O to 9 Special Characters 96 amp 2 Q M I Last update 17 01 2012 2 2 0 m 90 ms Figure 4 Password initialisation page of ECAS On the password initialisation page create and initialise your password Click on the Submit button
55. ered user can be a natural person or a member of a legal entity 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 S E uem user who self registered an organisation in the Unique Registration acility Legal Entity Appointed Representative LEAR possibly delegating updates of company information and other capabilities to other representatives of the organisation 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 Thorough descriptions of the available roles are given in sections 2 5 1 Legal Entity Appointed Representatives and account administrators and 2 7 3 Roles of a Project Participant Portal User s Guide 06 12 2012 Release 3 5 Page 5 of 80 e Primary Coordinator Contact Coordinator of a project proposal who is the first point of contact between a Consortium and the European Commission e Participant Contact Primary point of Contact for an organisation within a Consortium e Coordinator Contact a Participant Contact who belongs to the same organisation as the Primary Coord
56. f the project You can see the full title if you hover over the acronym e The Call identifier of the Project e The programme of the Project e he project ID or project number e The Roles Icon for Consortium participant Contacts Roles e 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 e Periodic reporting lla Participant Portal User s Guide 06 12 2012 Release 3 5 Page 37 of 80 e Reporting Deliverables Ro e Financial Reporting dl e Access Amendment lala e Access Negotiation e Foran example of a link to the Negotiation Facility tool NEF see 2 7 4 Access to the negotiations activities Negotiation Facility tool NEF 5 If you have a vast amount of projects you can filter them using the Search box as explained in section 2 2 By selecting the underlined acronym from the list See Figure 29 My Projects the same Project Details portlet than the one described in section 2 6 3 1 Project details see above 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 2 2 The project menu and project summary portlets Whenever specific project information is displayed in the main area of the portal t
57. fier FP7 Fission 2012 Publication Date 17 January 2012 Budget 53 251 000 Deadline 27 March 2012 at 17 00 00 Brussels local time OJ Reference OJ C014 of 17 January 2012 Specific Programme s EURATOM Theme s Nuclear Fission and Radiation Protection Latest information on Call EPSS is now available for this cal for proposals Information Package A Key documents required for the preparation of your proposal In order to receive a complete Information Package for this call you will need to select the following elements The call fiche only available in pdf format The work programme pdf format FP factsheets in your preferred language an overview of the basic features of this programme pdf format The Guides for Applicants relevant to the funding schemes used in this call pdf format All files have been treated uniformly and compressed to facilitate the access to the individual documents and to optimise the speed of transfer To access the files you will need a file compression utility capable of opening the zip format select all clear all Call Fiche Work Programme 2012 Euratom Guide for Applicants English Download Additional Documents Useful documents on the call and on FP in general Choose which documents you would like to download You can select all documents in the Additional Documents at the top of this section All documents are available in English Some documents are also availab
58. g on the user s role is displayed see Figure 8 Home Page after login P Home Funding Documents My Organisations My Proposals My Projects My Roles Notifications Experts Support PROCESSES Manage Organisations Gill FOXIE AJ In addition to logging out you must close all your browser Manage roles windows to avoid any and delegations unauthorised access identify Opportunities i Support Proposals Negotiations NEED HELP O Frequently Asked Questions NEW Experts area Quick info O User manual NEW Electronic proposal submission user manual O Presentations NEW Submission of proposals O Contact the Helpdesk WHAT S NEW Participant Portal External User Group 12 11 2012 O Web streaming and Web forum details Participant Portal V3 3 1 07 2012 Browse and or O Area dedicated to experts evaluators of research proposals reviewers of projects etc Grant Execution Participant Portal V3 3 06 2012 O Area dedicated to experts O Registration of multiple organisations on behalf of others O Print export and copy functions O New action buttons in My Organisations and My Project tabs improved My Roles and FP7 Calls tabs read more M Figure 8 Home Page after login Participant Portal User s Guide 06 12 2012 Release 3 5 Page 14 of 80 Table 1 Processes below describes the processes indicated in this graphical representation The columns are
59. he notification and display the message body see Figure 45 Notification content If the message body is empty then the subject is not underlined The font style of the subject is bold when the message is unread and regular once the message is read e he lt gt symbol as in Outlook is the importance level of the notification The levels are LOW NORMAL HIGH and VERY HIGH The records can be filtered by introducing one of the four statuses above in the Search text box 2 9 1 2 Buttons A refresh button allows the participant to refresh his notifications No automatic refresh exists The button should be used e g if after logging in the user adds a new call to the e mail notifications The call will be listed under the My Notifications Your Subscribed Calls tab after the refresh button has been used or after the user logs in again The Delete Selected button allows the participant to delete the selected notifications The Mark as un Read button changes the status of all the selected notifications If all the selected notifications are read then the button displays Mark as Unread else it displays Mark as Read The Select All button allows the participant to select all the notifications currently displayed Participant Portal User s Guide 06 12 2012 Release 3 5 Page 51 of 80 2 9 1 3 Notification content A Inbox Your Subscribed Calls Subscription Criteria Date 12 12 2012 04 50 From Forme edito
60. ify or delete the e mail notification criteria at any time You will receive notification e mails whenever new information is published which meets one of your criteria or when a specific call chosen previously as your subscription criteria is reaching a deadline 2 weeks and 1 week The criteria are the following Global Criteria e Call categories Call for Proposals Call for Tenders If e g Call for Proposal is selected the user will receive notifications for each update on calls for proposals This can be an update of information the opening of a call for proposal the closing of a call for proposal etc e Call States Open Closed Forthcoming If e g Open is selected the user will receive a notification whenever a new call is opened published Other example if Call for proposal is selected and Open is selected the user will receive notifications on all Call for proposals that are opened The criteria can be more specific by choosing a Programme or a theme see below Example if a user chooses COOPERATION Health he she will be notified on any change concerning the call for COOPERATION Health If Open is selected the notification will be limited to the COOPERATION Health calls that are opened Important remark The Subscription Criteria does not reflect the changes you made in the Your subscribed calls section See the paragraph below for more explanation about the tab Your subscribed calls Specific Criteria linke
61. ilter box 2 3 Search for an organisation and retrieve ts 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 not be displayed until the validation of your registration request has started 1 Under the My Organisation tab select the Search tab 2 The search Legal Entity module appears Figure 11 Search Legal Entity 3 There you can check whether your organisation has already registered and if so retrieve the PIC that has already been assigned lt is obligatory to complete either the legal name field or the VAT number gt field with at least a three character string The other search fields can be left blank Figure 12 Search Results 4 Note if searching for a legal name in the national language does not yield results you might try with a translation in English Organisations Register Search Legal Entity LFV Simulation LEGAL ENTITY SEARCH In order to find an organisation use this search option ta retrieve more results You may enter an organisation name or a significant part of it e g Acme University or a VAT number IU C Click here to register your organisation for a Participant Identification Cade PIC Figure 11 Search
62. inator Contact e Team Member Has minimal read only rights to project resource information For the majority of users the role represents a project team member They can be designated by a Coordinator or Participant Contact of the same organisation e ask Manager Extends the Team Member role with the capability to perform submit update and delete actions Like the Team Member they can be designated by a Coordinator or Participant Contact of the same organisation e Financial Signatory a person nominated by the LEAR or the Account Administrators on behalf of legal representative that will be entitled to sign the financial statements form C for the beneficiary of a project 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 NEP facilitating the negotiation process the reporting tools NEF SESAM FORCE to submit the technical and financial reports the Funding database the FP7 Documentation
63. 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 receive its Participant Identification Code PIC Using a PIC for your organisation has several advantages which are fully explained in this FAQ entry 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 as Self Registrant Log on to the Participant Portal under My Organisations tab click on the Register sub tab see Figure 15 Register steps Follow the steps described below Participant Portal User s Guide 06 12 2012 Release 3 5 Page 21 of 80 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 Register your organisation using your ECAS account details After providing all the necessary details press the CONFIRM button to submit your registration information to the Validation Servicess VS If you wish to
64. isplay RSS ASP is similar to PHP The free ASP ASP NET scripts can be used to convert RSS feeds into HTML and display on ASP ASP NET web server rss2html asp ByteScout has implemented a guide for displaying of RSS XML feed using free RSS2HTML ASP script in ASP or ASP NET environment This script can be used free of charge on any ASP or ASP NET web server and generate HTML from RSS feed This free ASP script uses MSXML to load RSS feed from URL and display it You can use it as a standalone or call from script on HTML page to generate HTML content from RSS feed and then display on your HTML page Bytescout RssFeed RssFeed is an open source custom ASP NET server control that displays the contents of a specified RSS feed in an ASP NET web page RssFeed lf PHP or ASP is used to update feeds the website will have free fresh relevant content each time the feeds referenced are updated Export RSS to HTML Participant Portal User s Guide 06 12 2012 Release 3 5 Page 74 of 80 If you wish to dress up the feed s appearance you can use a template exporting the feed as HTML or an HTML table Publishers can incorporate exported tables into an HTML template using a server side include Each time the feed is updated the feed will need to be exported to HTML and uploaded along with the feed Though this only takes a few moments exporting RSS to HTML does require webmaster intervention to update the content The end result though is a comp
65. k 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 creation of the ECAS account is free and easy Participant Portal User s Guide 06 12 2012 Release 3 5 Page 8 of 80 1 To create your ECAS account go to the Participant Portal home page http ec europa eu research participants portal see Figure 1 Participant Portal home page Funding Documents My Organisations J Home WELCOME Welcome to the Participant Portal The Participant Portal is your entry point for electronic administration of EU funded research and innovation projects and hosts the services for managing your proposals and projects throughout their lifecycle Seapets oe portal covera mainh moms undar tua TIB EU framework Register your account
66. l choice Different readers work on different operating systems so you will need to choose one that will work with your computer Below is a list of popular readers that you may wish to use Windows a Feeddemon s Newzcrawler Mac OSX NetNewsWire Web s Bloglines s Google Reader O How do unsubscribe from an RSS feed Please refer to the instructions that come with your browser or newsreader if you would like to unsubscribe from an RSS feed 2 13 4 3 Webmasters Content contained in Research Participant Portal RSS feeds can be added to websites a number of different ways Each method for displaying the RSS feed has pros and cons associated with it Webmasters will need to determine which option will best meet their hosting and technology needs Using JavaScript to Display RSS Participant Portal User s Guide 06 12 2012 Release 3 5 Page 73 of 80 JavaScript is the easiest way to display RSS feeds on a website There are a number of sites that will allow you to generate code that can be inserted into a website The JavaScript will auto update showing the latest headlines as the feed is updated Each time a visitor visits the website the JavaScript pulls the data from the feed Often the various scripts can be customized so that the look of the feed can be made to match a specific web site feeds with hopes that the search engines will devour and spider the contents you will be disappointed When JavaScript is used to display RSS
67. le in other languages select all clear all Council Decision concerning the Euratom Framework Programme 2012 2013 Council decision concerning Euratom Specific Programme 2012 2013 Regulation laying down the rules for the participation to Euratom 2012 2013 English Electronic Proposal Submission Service EPSS Instructions on the submission of your proposal through the EPSS Please selectthe funding scheme orsub funding scheme corresponding to the work programme topic you are addressing from the list below You will then be linked to the correct EPSS entry point Combined Collaborative Project Large scale integrating project and Coordination and Support Action CP CSA Y Cc Get Support View or contact relevant National Contact Pointsfor further help To ensure compliance with ethical issues further information is available on the Ethics review on CORDIS and on the Europa Portal Enquiry service Ask your questions about amy aspect of European research in general and the EU Research Framework ET x Programmes in particular from the Research Enquiry Serice The European IPR Helpdesk assists beneficiaries on intellectual property issues A partner search is offered on CORDIS Partners Service Do you know how to tackle standardization in your future project proposal Contact CEN and CENELEC the European Standards Organisations to receive tailor made help at research cencenelec eu CEN CENELEC Research Helpdesk or visit the
68. lete web page with an RSS feed in it that will be search engine friendly FeedForAll FeedForAll allows users to export RSS feeds from RSS to HTML The look of the HTML can be modified to match an existing website s design Feedforall Using Services There are a number of services available that host and display RSS feeds in many cases free of charge Because these services operate on a different domain server there is little benefit to end users displaying their feeds in this fashion That said the services are generally free of charge so you get what you pay for RSS2HTML com select a layout colour scheme and enter the URL of the feed A web page URL will be generated that will display the feed in the selected scheme RSS2hTML FeedBurner FeedBurner provides a number of online services Among them is a service that displays RSS feeds ona website Feedburner Using XSL to Display RSS Although using XSL and CSS style sheets to display XML directly is easy to understand in theory it is rather tricky to implement in the real world and is very tough for novices to use successfully Webmasters must be fairly familiar with CSS and XSL to have the formatting work well and webmasters then have to address browser incompatibilities and exceptions As a result not a lot of resources or services yet exist to display RSS using XSL Using highly targeted feeds webmasters can enhance their websites with themed content Ultimately pr
69. ls Socio economic sciences and Humanities 3 open calls Food Agriculture and Fisheries and Biotechnology back to top Call for proposals Show 10 lt entries Copy Excel Search Print Call Identifier s Call Title gt Publication Date X FP7 KBBE 2013 7 single E Add har KBBE 2013 2012 07 10 FP7 OCEAN 2013 The Ocean of Tomorrow 2013 2012 07 10 FP7 ERANET 2013 RTD ERA NET Call 2013 2012 07 10 Showing 1 to 3 of 3 entries Fla PST Deadline 2013 02 05 2013 02 07 2013 02 28 Information and Communication Technologies back to top Call for proposals Show 10 lt l entries Copy Excel Print Figure 54 Calls by programme Participant Portal User s Guide 06 12 2012 Release 3 5 4 Page 61 of 80 2 10 3 Call info When you click on the Call Identifier hyperlink the call info page is displayed see Figure 55 Call info This page contains all the info related to the selected call You can download documents and subscribe to receive notifications about this call You can also be redirected to the Electronic Proposal Submission Service EPSS see Figure 56 EPSS or in the future to the new Submission and Evaluation Program Home FP Calls FP Doc My Organisations My Proposals My Projects My Roles Notifications Experts j Search Calls Open Closed Forthcoming Nuclear Fission Safety and Radiation Protection Return to calls Identi
70. mn see Figure 23 Project list of an Organisation to see the details of this project see Figure 24 Details of a project PROJECT DETAILS FOR PILLS 214599 Title Process intensification methodolgies for liquid liquid systems in structured equipment Project ID 214599 Call FP7 MMP 2007 SMALL 1 Programme FPT Rdg RID Keywords Activity Codes NMP 2007 3 2 2 Abstract s m E F a 5 uw x OW a m 3 Eu R E DE m E u PEA S m NE 5 E EUM D NE EU Jum J E um E n GE 1E p quomm ATA PRA EN nm LIEBE ue _ E Se H EEG E a numo A AE ee AA EM y m a L E L E a r E L a EH a m a L a Wu R A 4 A a E m u Ww LUN J W EUN A 3 Fl T um A gu CIE m E HN E m E Em Em NL RR er A ee eee necem eee eem elem nup 0 i FETH Ep mum um me BU mg xut PE EL uz j a H as L m a L ET a n gt LE a k i b i 1 m g i Tu i a m EC NE NE Fi E L i EN NEC 1 E y j Wm P lt MA EI E mam mur a a wm per A ous E USE m g mg y gen Lo i aug NI me FE ng m 5 ENT LU WINE B H R L NS N m R d E D L z m a a m E _ n E v mj a E i ww T E y mum g e rw E UU T ae m 5 NU m m us mug ge mg AA unam cas ure rug EINE y PMA PSE AA E DA Wn A d T E m a i E HNNM L d EES a a E o E um e y E k mum m a mw E Di E y EN NE TEE Em E i m mE EET NIME T Ua E J P 4 7 E c m m ret PAE Eu xg mE Em usc ug 7s usum md m omm Lm A A eee quM EI R Gu E PALA A L L L a aE a L
71. n 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 LEAR The documents to appoint a LEAR LEAR appointment form and role and task definition are available on fto fto cordis europa eu oub fp 7 docs appointment lear pdf and ftp ftp cordis europa eu pub fp 7 docs lear role tasks pdf Both documents must be signed and stamped and then sent to the Validation Services VS by regular letter Participant Portal User s Guide 06 12 2012 Release 3 5 Page 24 of 80 Note that this guide describes only the access to the 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 htip ec europa eu rese
72. nd Team Members The Financial Signatories are originally granted by the LEAR or the Account Administrators at organisation level and are available for being assigned to projects by the participant coordinator contacts Team Members have minimal read only rights to project resource information 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 At the third level several persons can be nominated in the same role and the same person can be nominated in several roles 2 3 4 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 Participant Portal User s Guide 06 12 2012 Release 3 5 Page 40 of 80 e he Reviewer person representing a project reviewer i e who is in charge of reviewing the project e he Rapporteur person representing a project reviewer that is responsible of creation and submission of the consolidated review report This notion only concerns FP7 projects 2 7 3 5 Display Roles When you click on the role f icon that is on the line of a project see Figure 32 The project list roles icon the consortium of this project is displayed This screen gives you an overview of all the Participants taking part in the Project i e the Consortium and for each Participant a lis
73. ne o eo OP OE E 51 2 9 1 2 SA T T Um 51 2 9 1 3 oie oc AA Tm ETT 52 2 9 1 4 Example oran emal NOCAUT sessirnir aiaia 53 29 15 PO TG UNO i i DT D m m oO T 54 2 9 1 6 nn E UO EE 54 A PP A 56 5 E age o o Ee AAA a etree me een 58 ZW WEB o A T mU TEE E 60 240 1 Calls Dy Framework Programmes susana aa 60 2 102 Cals Dy SO ECG Oga sister ii ooo 61 Merc E A 62 MEE e c eT c 63 en Iiic gt do y EE 64 AA 0889 0 9 NU TR T mem 64 2 11 2 Logged in users without Expert profile defined in EMPP esses 65 2 11 21 Import Experi protle irom CORDIS ausciss rirerire Mao Inu ME eros ia OH user i 68 Participant Portal User s Guide 06 12 2012 Release 3 5 Page 3 of 80 4 BEC licec qe eL AAA Pa 70 2 11 3 Logged users with Expert profile imported from Cordis sesseessss 70 2 11 4 Logged in users with Expert profile defined in EMPP esses sese 71 2 12 Logged in users with JTI Representative or Member State Representative role 71 A E T 72 A ea p doc Rom 72 2 19 2 HOwWid access ASS BROS ronio cis aaa icono EREA 72 NEL WMA OG hey ae aci 72 A A tana t nasesdentssesestencds 73 213941 Howcan TEA RoS Ted esenp ei eei iaoiai anii 73 21342 How do get a news reader
74. ntegrated in the portal Direct access to FP7 related information and documentation How does it work Are you a new user 1 While some basic functions 2 After login the actual On that new page the blue When you go into the are available for anonymous homepage will be replaced arrows are the processes details of an organisation users the core functions of by a new one displaying all that are authorised for your project role etc a new project management are only the processes your user profile and they will give contextual menu will guide available to registered users profile can access you access to several lists you through the additional If you are a registered user like the list of organisations actions you can use the login button projects piee atys BH FP7 Z Research Site Participant Portal W3 3 06 2012 O Area dedicated to experts O Registration of multiple organisations on behalf of others O Print export and copy functions O New action buttons in My Organisations and My Project tabs Figure 1 Participant Portal home page 2 Then click on the Are you a new user and then on This link see Figure 2 Register as new user F How does it work Are you a new user dl This link will give you access to the registration Mage pr the European commission Authentication Service ECAS Mare information about the ECAS registration process should vau have any problems with any
75. nternet Explorer Go vs A http prod uf fp6 cc cec eu int 19001 nef Frontoffice project 6073 view v e x Google File Edit view Favorites Tools Help SS m we od rm Applications m deh Page 7 Tools I Important Legal Notice 2007 2013 Help Logout My projects 999999 TEST STIFF 2 999999 TEST STIFF 2 NEGOTIATION Parameters CONTACTS LIFECYCLE DEADLINES PROPOSITIONS Scientific Project epodan cd Opening date GPFs 04 09 08 Duration 24 months inanis Mis Pg Expected end date Technical annexes Contribution Legal Financial Legal documents Registration Current session Not yet submitted by the coordinator Opened on 05 05 09 at 14 32 Created on 11 02 09 at 16 15 4 Submit B por preview Project General information Reporting periods Coordinator DEWTSCHES SENTRIA ARER DET UNDRA EART EM DLR 99995173 Legal data z Authoris ed representatives Eligible costs Organisation status Contact persons Bank account Participants 3 Local intranet Figure 42 NEF More information on how to use NEF can be found in the NEF user quide Participant Portal User s Guide 06 12 2012 Release 3 5 Page 47 of 80 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 5 Access to the reporting activities In order fo
76. o 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 for roles nominations details sas FRA Access Access Financial Periodic Reporting amp ITE Amendment AN Negotiation Reporting PRY Reporting RI Deliverab es show 10 lr entries Copy Excel Print Acronym Call Project ID gt Roles SLUDLIGHT 31031720 304433 a Negotiatid TA2 31001718 FP7 214793 a oe Management Showing 14 to 12 of 12 entries Fic Previous H 2 nen ce l Figure 40 Projects list Access Negotiation Participant Portal User s Guide 06 12 2012 Release 3 5 Page 46 of 80 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 Show 10 e entries Copy Excel Search Po Print Project Number a RDG v Program Actions v 1 04321 RTD FP7 Showing 1 to 1of1 entries Fist Previous es seal Figure 41 My Projects Links to NEF for amendments FP7 Applications Windows I
77. on 2 2 you can use the Search box to filter out any list displayed by the participant portal 2 6 4 1 Add a role to an organisation As LEAR you can add an Account Administrator or Financial Signatory role Just click on the Add button When adding Account Administrators e Enter the first name last name and email address of the person that you want to nominate When adding Financial Signatories e As for Account Administrators enter the first name last name and email address of the person that you want to nominate e f necessary add a comment that will help Participant Contacts choose this Financial Signatory to his her project whenever a Participant Contact will want to add a Financial Signatory to his project he will be presented with a list of all the Financial Signatories that have been nominated for his her PIC The comment field will allow for a better selection Nominated persons will receive a mail announcing their nomination If they do not have an ECAS account yet they will be asked to confirm the creation of a new ECAS account See Figure 27 Add a Financial Signatory role ADD ROLE TO UNIVERSIDAD DE CORDOBA 99987 2703 Frank BERRY As Role LEAR For UNIVERSIDAD DE CORDOBA Grants The User First Name Last Name Email Address With The Role Financial Signatory Comment optional All fields are mandatory Figure 27 Add a Financial Signatory role Participant Portal User s Guide 06 12
78. osals My Projects My Roles 3 otifications Experts Support ORGANISATION ROLES LIST List of the rales existing for your username in your organisation You can nominate ar revoke the account administratar s far your organisation by following the Roles link in the My Organisation tab Refresh 5 on entries Copy Excel Print PIC Organisation Name Role 957456349 STICHTING STODT PRAKTIJ amp CENTRUM VOOR GEAVANCEERDE TECHNOLOGIE self Registrant 9996465693 COUNCIL FOR SCIENTIFIC AND INDUSTRIAL RESEARCH Account Admin 909890648 UNIVERSITY OF NAIROBI Account Admin 9994590648 UNIVERSITY OF NAIROBI Financial Signatory Showing 1 to 4 of 4 entries PROJECT ROLES LIST Show entries Copy Excel Print Acronym ProjectlD Role PIC AgroCos 245336 Task Manager 999919845 ARASCOM 222620 j Task Manager 099619533 CESSDA PPP 212214 Coordinator Contact 009856989 DEMASST 218264 Task Manager 099984059 Figure 9 My Roles Refresh Select the icon in order to refresh the memory cache it allows reloading the most recent data Participant Portal User s Guide 06 12 2012 Release 3 5 Page 17 of 80 2 2 The 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 a Figure 10 The search f
79. ot have an Expert profile he will see a similar page as non logged users except the fact that the Register or update your profile link that is now activated while the Create your ECAS account link is deactivated see Error Reference source not found Participant Portal User s Guide 06 12 2012 Release 3 5 Page 65 of 80 European Commission European Commission gt Christian HUWAERT Lg In addition to logging out you must close sll your browser windows to svoid any unsuthorised access HELP FOR EXPERTS FA Technical hel Question about FP7 NEWS FOR EXPERTS Welcome to the brand new area in the Participant Portal dedicated to experts A new registration service is now available QUICK LINKS FOR EXPERTS O Listofa O EMEX O Expert recommendations Logistics for Brussels Map of evaluation area O info on hotels O Metro map O From airport to Brussels A to Z Sitemap Search About this site Contact Legal Notice English en w RESEARCH amp INNOVATION Participant Portal Research 4 Innovation gt Participant Portal gt Experts gt Welcome EXPERT AREA Join the database of independent experts for European research and innovation The European Commission appoints independent experts to assist with research and innovation assignments including the evaluation of proposals the review of projects and the monitoring of programmes or policies New Experts What do the assignments
80. oviding relevant educational or newsworthy information from reputable related sources will establish expertise in a specific area 2 13 5 Research Participant Portal RSS feeds In the Participant portal you have to open the Funding tab In the Stay Tuned element on the left column click on the RSS icon see Figure 69 Stay tuned RSS STAY TUHED What is RSS E mail Hotification Figure 69 Stay tuned RSS Participant Portal User s Guide 06 12 2012 Release 3 5 Page 75 of 80 If you select the RSS orange icon you will be presented with a choice of RSS feeds that you can subscribe to see Figure 70 RSS Choose your feed RSS Feed Latest Call information RSS Feed Recently published calls STAY TUHED What iz RSS Choose your feed E Recently published Calls EJ Latest Call information E mail Hotification Figure 70 RSS Choose your feed In the Subscription page you can filter the content of the Common Feed list depending on your browser See Figure 71 Feed Subscription on Internet Explorer and Figure 72 Feed Subscription on Mozilla using Google D k pl amp cT a MM ES E NE e ai eS Qe SE A to The ommon Fee d Lisi Updated information Subscribe to this feed Nuclear Fission and Radiation Protection 08 July 2011 00 00 00 uw Identifier FP7 Fission 2011 A Specific programme Euratom Call for Proposals Theme s Nuclear Fission and Radiation Protection a Type Call
81. pant Portal User s Guide 06 12 2012 Release 3 5 Page 49 of 80 2 9 Manage notifications Notifications are messages sent by the different services available on the Participant Portal Currently notifications are sent via email but it is foreseen that other channels will be made available in the future They are also displayed in the Inbox sub tab of the My Notifications tab See Figure 44 My Notifications Examples of notifications e You will receive a notification if you are nominated in a new role e A LEAR will receive a notification if someone of his her organisation is nominated in a new role e A notification can be sent to all Portal users in case of an exceptional situation of the Portal or its services e Notifications are sent when modifications are done on calls that you have subscribed to see Your Subscribed Calls below and also on calls that fulfil your selected criteria see Subscription Criteria below 2 9 1 Notifications In the Participant Portal your notifications are visible from the ex sub tab of the My Ne fitetens tab See Figure 44 My Notifications Jed 05 0 0 0 0 L0 0 0 0 0 0 0 0 0 0 0 0 Show 10 entries Copy Excel Print System message concerning the change of Eg Ea ida Li Oke roles Please do not reply to this mail Participant Portal Notification Latest information 11 12 2012 12 00 FP Calls Participant Portal Notification Latest information 10 12 2
82. pert tab EMPP will be used to provide access to the database of experts for users that have the following roles e Member State and countries associated to the Framework Programme contact points representatives of the Member States and FP Associated Countries e JTls contact points representatives of JTIs Member State and Associated Country contacts are able to search through the group of experts that have explicitly allowed their profile to be made available to them while JTI contacts will be able to search through the group of experts that have explicitly allowed their profile to be made available to them Participant Portal User s Guide 06 12 2012 Release 3 5 Page 71 of 80 2 13RSS 2 13 1 What is the RSS format RSS is a data presentation format facilitating the automated broadcast of information streams to Internet users lt also facilitates the syndication of content by giving other web sites the opportunity to reproduce such data in full or in part with ease With the RSS format there is no need to visit your favourite sites one by one to receive news from them all you have to do is enter their RSS information stream into a compatible program and all your news sources will appear on a single screen In this way by receiving Research Participant Portal information streams you can read the latest news published on our site on your computer screen without even having to visit our homepage 2 13 2 How to access RSS feeds
83. r Reference source not found When the Expert profile is imported from Cordis you are redirected to the Expert Profile page see Error Reference source not found 2 11 3 Logged users with Expert profile imported from Cordis When the user logs in for the first time in the PP expert area and if he uses in ECAS an email address already registered on his CORDIS profile then his EMPP profile will automatically be imported and associated with his ECAS account When the Expert profile of anew EMPP user has been automatically imported from CORDIS then the following portlet is displayed in the Expert tab see Error Reference source not found WELCOME EXPERTS Welcome lt First name gt lt Last Name to the Expert area in the Participant Portal Your profile has been imported from CORDIS With the help of the step by step guide please carefully review all 6 sections of your profile updating your data and completing any new sections e Review your expert profile in less than 15 minutes lt A progress indicator on top will quide you through the process e You can save come back and edit your profile at any time Figure 67 Expert profile after import from CORDIS Participant Portal User s Guide 06 12 2012 Release 3 5 Page 70 of 80 The Edit profile button opens EMPP and takes the expert to the personal details page and users review all screens to edit the profile 2 11 4 Logged in users wi
84. r a user to have access to the Reporting functionality s he must have the role of Participant Contact incl Coordinators or task manager 2 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 with will be displayed See Figure 43 Access to Reporting applications 4 For any of your project that is in the Active phase you can access both the technical reporting Reporting amp Deliverables RD as the financial one FRI Form C Once you have clicked on the link you will be redirected to the right supporting application PROJECT LIST FOR JEAN JACQUES LEPERE 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 ALEAR can only view projects their organisation is linked with Granting access to projects is done separately Please visit the user manual for roles nominations details Access F3 Financial Periodic rm El amp Negotiation Reporting PR Reporting Deliverables Copy Excel Print ah Acronym Call rog Phase 7 Actions SLUDLIGHT 31031720 304433 Megotiation TAZ 31001718 214793 s D Figure 43 Access to Reporting applications Participant Portal User s Guide 06 12 2012 Release 3 5 Page 48 of 80 2 8
85. r on the payment calculation module Subject eReceipt for project 282845 UNIVERSIDAD DE CORDOBA Period 2 Importance Message Dear Participant UNIVERSIDAD DE CORDOBA has submitted a Form C for COMET LA period 2 and an eReceipt has been generated Please use the following link to download this file a ARES eReceipt FormC 999872703 282845 pdf This is an automatic email generated by the Financial Reporting notification system in the PP Please do not reply c cc Figure 45 Notification content The notification is displayed in the page above when the participant clicks on an underlined subject It contains 1 BE um P de The date when the message was sent The sender see above The subject The importance level in text mode The message body with vertical and horizontal scroll bars displayed when the message body is too long or too large The Close button closes the notification content and returns to the notification list The Previous and Next buttons allow browsing through the set of notifications of the My Notifications tab Participant Portal User s Guide 06 12 2012 Release 3 5 Page 52 of 80 2 9 1 4 Example of an e mail notification E ParticipantPortal Notification System Message HTML t File Edit View Insert Format Tools Actions Help Reply Reply to All 5 Forward aj ca 3113 X gt 3 x died amp Snagit Ej From European Commis
86. red by specific Framework programme in the following tabs FP7 calls CIP calls Other Calls 2 10 1 Calls by Framework Programmes If you select a particular framework programme a menu will appear in the left bar allowing you to select one of its particumar specific programmes See Figure 52 and Figure 53 CIP SPECIFIC PROGRAMMES EIP ICT PSP IEE Figure 52 CIP specific programmes Participant Portal User s Guide 06 12 2012 Release 3 5 Page 60 of 80 2 10 2 FP CALLS MENU Cooperation Ideas People Capacities Euratom Figure 53 FP7 specific programmes Calls by specific programme When you select a specific programme the list of open call is displayed by default the FP7 calls are classified by call type call for proposal call for tender and by theme See Figure 54 Calls by programme Closed and forthcoming calls are displayed in adjacent tabs with the same classification principle Home Funding OES My Organisations Support Latest Info FP7 Calls CIP Calls Other Calls Search Calls COOPERATION Food Agriculture and Fisheries and Biotechnology 3 open calls Information and Communication Technologies 7 open calls Nanosciences Nanotechnologies Materials and new Production Technologies NMP 2 open calls Energy 4 open calls Environment including Climate Change 3 open calls Transport including Aeronautics 4 open cal
87. reviewers Group 12 11 2012 2 The currently separate electronic proposal submission system will be replaced by a new system integrated in the portal Web streaming and Web Direct access to FP7 related information and documentation forum details Participant Portal V3 3 1 Parac How does it work Are you a new user O Area dedicated to experts evaluators of research While some basic functions After login the actual 4 On that new page the blue When you go into the proposals reviewers of 1 are available for anonymous 2 homepage will be replaced 3 arrows are the processes details of an organisation projects etc users the core functions of by a new one displaying all that are authorised for your project role etc anew project management are only the processes your user profile and they will give contextual menu will guide available to registered users profile can access you access to several lists you through the additional Participant Portal V3 3 06 2012 If you are a registered user like the list of organisations actions you can use the login button projects roles of your O Area dedicated to experts Registration of multiple organisations on behalf of others project etc B O Print export and copy functions O New action buttons in My Organisations and My Project Figure 58 PP home page For not logged in connected users anonymous the Expert tab is displayed in the following portle
88. rification 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 your Participant Portal User s Guide 06 12 2012 Release 3 5 Page 22 of 80 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 When your data has been validated by the VS 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 16 URF Self Registration You can find more information in the URF user s manual E 9 8 n E 46 dora unding Documents My Organisations Experts Support p Ke ki Register Sedrch Legal Entity LFV Simulation tai Z T EH NEW ORGANISATION Register an organisation The Commission has a cena ORUE of me ins participating in Financial viability check Data update Why register You register your organisation ance and the data will be available The PIC number enables the organisations ta take advantage of far all future interactions You can then maintain the data af yaur the personalised services ofthe Participant Portal and will serve organisation
89. rs e 3 E E E m m HH g nm 328 m o y I m mm lt it m y a i m m Pa EUN MEM S7 remm p EP IP morum l cmum umm uum E AA SEO M e PI Sa eee LA A mu E L a m ma H g E E A Ei 4 a ec H a FD y m 7 i E rg E m E ow y E e T We WENA E EN LS 1 A era da R O n WET PR PELA EM GES NE CEDCENE Le mE La PIE cum EHE EE 9 B L j i Ee fe F gt 8 H i Uc EE NE zum NEM 5 T UU R EN y D 9 9 H UM E N Pl m Po De MA E mus m E mm Ste ums epa mom PLA AA RS PEA guts ms pump ma guo cmq my muro c ngog em imper a su NS qum ema m m a a 1 L t m mu L L x A E E i y L i L L Es m t i le m Er 23 IA A AS OG E Ep ES g Z LX E ae FT dB R RR P NEN o CEN ey Gm am x m la mu 9 18 m utu LER S IN ELO EEUU mm ls n E END ELE EB NR Ta S E EN i 7 R rie a I HN 1 a t a NM 1 1 _ _ E i E MECECHGNMEH EET OE ce B oe Ni VE 7 R R DA RB SON LEO gp mee s cm a Es Se 4 3D A a m So 4 NUCEU TE mE a 4r x i gt ie E AA D E E IE pr uM D au o wi La MES y m EE Ee n i E Pe poe 5 SEEN M im os i g E rE m 8 a a Lam amp a Dy BS p Hmm mm y E H E a at m AAA AA EM ETT a o mg y B i p ow la pou mE E T EN E m ime y E R a qa mp E C E NEUE EE gk ovv n TES qi e i ii E LI aa L d L E m E 5 E Lg w E E LE L Da wW Hid 7 m UN s Famn m We UH Em 7 FA r F e e d d i rm rome BR Drame a mmu m i EB 148 i rp Au nu E m ge QUI mp ES PANA O FAA MS FP eee T m E
90. s organisation s data through URF and submit legal documents through URF Status of validation Indicates 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 institute 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 200
91. se The contact form http ec europa eu research participants portal page contactus or send an email to EC RESEARCH IT HELPDESK ec europa eu 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 cas help html or send an e mail to DIGIT USER ACCESSCOec europa eu For questions related to the Framework and similar RDG Programmes the participants are invited to contact the Research enquiry services via the following link http ec europa eu research enquiries The FP7 Help Desk can also be contacted by sending an e mail to EC FP7 IT HELPDESK ec europa eu Participant Portal User s Guide 06 12 2012 Release 3 5 Page 7 of 80 1 HOW TO ACCESS THE PARTICIPANT PORTAL Except for a few services such as Documents Funding LFV simulation tool 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 as
92. sion ACC no replyiec europa eu To MAHIELI Bernard DIGIT EXT jun Subject ParticipantPortal Notification System Europa Research Participant Portal notification Dear Bernard MAHIEU Please find below the latest call information corresponding to your subscription criteria COOPERATION Food Agriculture and Fisheries and Biotechnology 2011 ManageCalls TC3 11 Generate RSS Feeds OPEN FF Type Call for Proposal Publication date Mon 04 July 2011 00 00 00 MEST DeadLine Sat 30 June 2012 17 00 00 MEST Budget 1000000 2011 ManageCalls TC3 11 Generate RSS Feeds OPEN FF Type Call for Proposal Publication date Mon 04 July 2011 00 00 00 MEST DeadLine Sat 30 June 2012 17 00 00 MEST Budget 1000000 For question on Participant Portal Please go to our FAQ section For comments or if you could not find the answer to your questions Please contact the Participant Portal Help Desk You can update your notification settings by gong to the Subscription Criteria tab in the Participant Portal and making the appropriate changes To unsubscribe from this service select clear all on the Subscription Criteria tab In each case remember to save your choices Your sincerely Th a Fri Figure 46 Notification e mail Participant Portal User s Guide 06 12 2012 Release 3 5 Page 53 of 80 2 9 1 5 Notification and event The following table gives an overview of the messages currently sent through the no
93. st a university degree and AA T eee programmes as well as giving advice on the shape of future research and p ice i i t E can be available for occasional short term assignments service is now available innovation activities g Assignments mainly concern research and technological development falling within the current framework programme FP7 aimed at improving employment competitiveness and quality of life in Europe iii Take a look at the most recently funded projects Registered Experts Logistics for Brussels O Map of evaluation area O info on hotels Already registered with CORDIS EMM O etr AUR First create an ECAS account if you have not created one yet in order to have the possibility to retrieve your CORDIS EMM profile O From airport to Brussels 2 Some changes to the design of the new registration service require additional information from experts so please log in and update your profile Interested in participating as an expert for the European Commission N 11 Create your ECAS Account 2 Register or update your profile Figure 59 Experts tab anonymous user In this page the Create Your Ecas Account link is enabled while the Register or update your profile is not Create Your Ecas Account opens a page to create ECAS account at https webgate ec europa eu cas 2 11 2 Logged in users without Expert profile defined in EMPP If a logged in user selects the Experts tab and if he does n
94. t Figure 59 Experts tab anonymous user Participant Portal User s Guide 06 12 2012 Release 3 5 Page 64 of 80 A to Z Sitemap Search About this site Contact Legs Notice English en __ om MM i 111111111 Hm n Ul RESEARCH amp INNOVATION Coena Participant Portal European Commission gt Research amp Innovation gt Participant Portal gt Experts gt Welcome Home Funding Documents My Organisations Experts Support EXPERT AREA Join the database of independent experts for European research The European Commission appoints independent experts to assist with research Register your account e and innovation assignments including the evaluation of proposals the review of projects and the monitoring of programmes or policies 2 HELP FOR EXPERTS e Fao O Technical help Question about FP7 New Experts What do the assignments involve Who can be an Expert Experts as peer reviewers assist in the You have a chance of being selected as an expert if you mtb sui evaluation of research and innovation proposals have a high level expertise in research or innovation in review of research and innovation projects picis s 2 i any scientific and technological field including managerial Welcome to the brand new area In addition experts assist in anto 9 3 3 the Portal rore monitoring the progress outcome and impact of research and innovation have at lea
95. t of their Contacts see Figure 33 Consortium and 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 GILL FOXIE 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 ALEAR can only view projects their organisation is linked with Granting access to projects is done separately Please visitthe User manual for rales nominations details Financial Periodic orting amp ne POT Access R Access E 1 Re aa Amendment AN Negotiation Reporting PR Reporting RD Deliverab es Show 10 entries Copy Excel Print Acronym rog 2 2 Actions COMET LA 31026260 282845 eae RO FR Showing 1 ta 1 of 1 entries Figure 32 The project list roles icon Participant Portal User s Guide 06 12 2012 Release 3 5 Page 41 of 80 PARTICIPANT CONTACTS OVERVIEW FOR COMET LA 282345 MMi Coordinating Organisation Fy UNIVERSIDAD UNIVERSIDAD DE CORDOBA 5 Avda Medina Azahara 14071 EPT Chris HUWAERT CORDOBA ES PIC 999872703 ETE Joe DAKAR Peter ALLAN EEES Fred DINES M Participating Organisation E oi TIS Annie DUPONT CONSEJO COMUNITARIO DE LA COMUNIDADNEGRA DE LA CUENCA EMEN Elizabeth DENHAM BAJA DEL RIO CALIMA CARRERA 2 1 20 EDIFICIO CASCAJAL 764501 BUENAVENTURA CO PIC 972672351
96. tab of the My Notifeations tab See Figure 47 Notifications Preferences It is the LEAR who is the originator of the nomination therefore he she is not notified Participant Portal User s Guide 06 12 2012 Release 3 5 Page 54 of 80 Inbox Preferences specify the minimum level af Notifications That you want to receive via email O ira O Er gu Depending on their level how frequently do you wantto receive notification emails Asap Daily Weekly arms Casap Daily Weekly Asap O Daily Weekly Figure 47 Notifications Preferences If you select High as minimum level of notification you will not receive FP7 calls notification see Table 3 Current Notification details If you select Asap the notification event is sent immediately If you select Daily the notification event is sent from midnight If you select Weekly the notification event is sent Friday from midnight The figure above shows you the recommended configuration Participant Portal User s Guide 06 12 2012 Release 3 5 Page 55 of 80 2 9 2 Subscription Criteria The Participant Portal e mail notification feature allows the Participant Portal s users to receive notifications about any new information published on a specific call or a group of calls as defined by the user Under this tab the registered users can define the types of calls on which they are interested in receiving information The users can add mod
97. te www dobontech corn Request History Bhow 10 entries Beate ooo Date Organisation Name Type Status gt Action 4r 22006 DOBON S TECHNOLOGY S L LEAR UPDATE VALIDATED VIEW 2971200 G DOBON S TECHNOLOGY S L SELF REGISTRATIOM VALIDATED V ew Showing 1 to 2 of 2 entries FirstPrevious 1 Mert Last Figure 21 Status of an Organisation Update request Please note that when VS 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 change request has 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 Participant Portal User s Guide 06 12 2012 Release 3 5 Page 29 of 80 You can find more information in the URF user manual available at MANUAL paf 2 6 2 4 Delete change request You can delete your change request as long as the VS has not yet started the validation of your request The Delete link is displayed in the request history part See Figur
98. th Expert profile defined in EMPP When logged experts open the Expert tab then the following portlet is displayed European Commission Research 4 Innovation gt Participant Portal Experts My Profile LOGIN EXPERT AREA P Logout Welcome ta the Expert area in the Participant Portal Mew employer or qualification to add Change in contact details l tis important TO keep your profile up to date Participant one PORTAL Ll Authentication and security help is available here Edit Profile HELP FOR EXPERTS e ria Technical help Question about FPT NEWS FOR EXPERTS Welcome to the brand new area in the Participant Portal dedicated to experts A new registration Service is now available QUICK LINKS FOR EXPERTS List of appointed experts EMEX e Expert recommendations European Communities 1935 2011 Reproduction i authorized provided the source is acknowledged save where otherwise stated Where prior permission must be obtained for the reproduction or use of textual and multimedia information sound images software etc such permission shall cancel the above mentioned general permission and shall clearhy indicate amy restrictions on use Figure 68 Expert profile in PP The Edit profile button opens EMPP and takes the expert to the personal details page see Error Reference source not found 2 12Logged in users with JTI Representative or Member State Representative role Through the Ex
99. tification service NOTIFICATION LEVEL Organisation Role Nomination Project Role Nomination Call High High Normal A new Account Administrator has been nominated by the LEAR of an organisation Automatically generated message The Primary Coordinator Contact of a Project has nominated a user as a Participant Contact see section 2 7 3 8 Manage the Consortium or a new nomination is done at project level e g a Participant Contact nominates a Team Member see section 2 7 3 6 Add a new role in your project Automatically generated message When a call has been published or when any call related information e g the Latest information on call is modified Criteria to be defined by the user Table 3 Current Notification details 2 9 1 6 Preferences RECIPIENT S All the Account Administrators of the organisation The newly nominated user The LEAR of the Organisation for which the Contact has been nominated All the Account Administrators of the Organisation of the newly nominated user The newly nominated user Any user that subscribed to call s or defined subscription criteria 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 Preferences link available from the mba sub
100. to the individual documents and to optimise the speed of transfer To access the files you will need a file compression utility capable of opening the zip format All documents as a zip ne El EN only Caution Download time will vary depending an your internet connection this type af zip file can exceed 40 Mb Electronic Proposal Submission To access the Electronic Submission Service of the call please select the funding scheme or objective corresponding to the work programme topic that is mast relevantto your proposal fram the list below You will then be linked ta the correct entry point To access existing draft proposals for this call please login to the Participant Portal and select the My Proposals tab Download the user quide ofthe Participant Portal Submission Service Available activity topics Development and exploitation of genomic data and tools phenotyping appr KBBE 2013 1 1 01 C Get Support View or contact relevant National Contact Points for further help To ensure compliance with ethical issues further information is available an the Ethics review an CORDIS and on the Europa Portal Enquiry service Ask your questions about any aspect of European research in general and the EL Research Framework Programmes e x a a in particular from the Research Enquiry Service The European IPR Helpdesk assists beneficiaries on intellectual property issues A partner search is offered on CORD
101. unding tab Home Funding EED My ahati Experts Support d Latest Info FP7 Calls CIP Calls Other Calls Search Calls FUNDING OPPORTUNITIES Register your account New calls You can access all calls open closed or forthcoming by clicking on the specific programme tabs atthe top or by using the search feature here View new calls STAY TUNED Latest dates of call publications e New calls published on 27 11 2012 e New calls published on 12 11 2012 New calls published on 09 11 2012 What is RSS Email Notification Latest information on calls Show 10 entries Copy Excel aarti Print Participant Portal External User Group 12 11 2012 Web streaming and Web forum details Participant Portal W3 3 1 07 2012 O Area dedicated to experts evaluators of research proposals reviewers of projects etc Programme Call Identifier Latest Information gt Date The submission session is now available E FP7 COOPERATION FP7 ICT 2013 C for CSA CA CSA SA CP FP INFSO 2012 12 05 test Participant Portal V3 3 06 2012 O Area dedicated to experts E CIP IEE CIP IEE 2012 M open for the cut off date 30 April 2012 12 03 Registration of multiple organisations on behalf of Figure 51 FP7 Calls When you click on this tab the Latest info tab is displayed lt contains the latest dates of call publications and the latest calls published These can be filte
102. ve on to the next step by installing a real content aggregation tool There are content aggregators to suit all users and all platforms many are available free of charge Participant Portal User s Guide 06 12 2012 Release 3 5 Page 72 of 80 2 13 4 Step by step 2 13 4 1 How can I read RSS feeds You will need a news reader to check the feeds you subscribe to and let you view headlines and links to newly published content See below for details of how to get a reader if you don t currently have one RSS feeds on this site are indicated by orange icons next to the title of a specific RSS feed Clicking the icon will take you to a page that describes the feed in greater detail From there you can click a link to open the feed window Copy and paste its URL into your newsreader to subscribe some browsers including Internet Explorer 7 Firefox Opera Safari and Chrome automatically support RSS and do not require you to paste the feed URL into a separate reader If you have difficulties subscribing to a feed please refer to the instructions that come with your reader When new content is published you can use the reader to scan headlines and click through to our web site to view the full version of the article or feature 2 13 4 2 How dol get a news reader There are many different versions of newsreaders some accessed using a browser and some which are downloadable applications Deciding which one to use is a matter of persona
103. wo 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 button Back to List e Displaying the Project Details o Managing the Project Roles and or Consortium if you are a Primary Coordinator of the project PROJECT MENU Project Details Project Consortium PROJECT SUMMARY Acronym COMET LA Project ID 282845 Call 34026260 Programme FPT Activity codes null Figure 30 Project Menu and Summary Participant Portal User s Guide 06 12 2012 Release 3 5 Page 38 of 80 2 7 3 Roles of a Project L jec les inside a pro The figure below shows the roles and dependenc M HERE Qo o ow ere uu ULM E pa E fe A x Jh d e 5 E 4 ME P an un n EE p ap th PIA E B da E e d e Jh i o uo o 0 UC B o Som A EAE Te EEG MUN pono pn Ee E MES vu p es s P E E E E E non El os sath dc eir TERES ae pis p Serie x prt LEM M I REM E Rene Rene ine ini tna cat HE ee nen EEE EERE ERE nen Tent Hoare d ES EEE HE D ER 7 F 4 e BEE E AFA 2 d Exe t boc

Participant Portal - 7. Rámcový program

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Participant Portal - 7. R&aacute;mcov&yacute; program

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Participant Portal - 7. Rámcový program