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User`s Guide for Project Participants

1. Name of the Rees Nemisietiths ead meee Gender Start date of End date of covered by this meeGul atat recruitment recruitment recruitment during country LER this reporting period Nota Stevens TER a yews E Wkunteakngiom No E mee E ororzoos s0005 e Frederic Patrique ERG 10 years BE Begum Ro E mae E onsas 31n22005 3 delete row Figure A 15 Table with Variable Number of Rows Form Editing Page v 1 04 29 01 2010 21 49 Development and Maintenance of SESAM QUEST User Manual Manage Report Attachments This option allows attaching annexes to the Reports to be submitted In order to attach annexes the following steps should be considered Reach the FORM EDITING PAGE Figure A 11 by opening a previously saved Report Please refer to A 3 Manage Reports Step 6 If you are currently creating a new report please save it first Click the button ATTACHMENTS at the bottom of the FORM EDITING PAGE or the button or attach PDF Attach Document or attach Access datase at the bottom of its sections the button exists only for Reports that supports attaching annexes The ATTACHMENTS WINDOW is displayed Figure A 16 If you clicked the button at the bottom of a section the corresponding ATTACHMENT TYPE will be selected automatically Attachments Window Windows Internet Explorer le 192 168 16 96 l Select attachments Attachments Attachment Type Delete File ieee
2. Mishan Merssomen XY i ob va lasat INSTRUCTIONS base corsista ts at Vaoanoy informstion befara submission parepnate notion il be sant to the Project Coordinator who wil av ta validate the data before exporting tho Vacancy b th Research s Moby Portal 3b Rafer Humber sob summary a a Sob nesretan a i Required Skills aquired skits sen Yaar Experience Proficiency h Further Requirements a n Figure A 50 Vacancy Editing Page for Project Participant partial b Open previously saved Vacancy e Click the hyperlink EDIT in the column ACTION on JOB VACANCIES PAGE for target Vacancy The VACANCY EDITING PAGE is presented Figure A 49 Figure A 50 displaying the selected Vacancy 3 Save Submit Export Vacancy a Save Vacancy i Click the button SAVE The JOB VACANCIES PAGE from which the action was initiated is re displayed showing the saved Vacancy with status UNCOMPLETED b Submit Vacancy for Project Participants i Click the button SUBMIT e In case of successful submission i e if all Form fields are properly filled in the JOB VACANCIES PAGE from which the action was initiated is re displayed showing the submitted v 1 04 29 01 2010 46 49 Development and Maintenance of SESAM QUEST User Manual Vacancy with status COMPLETED Additionally the appropriate email notification is sent to the Project Coordinator e In case of unsuccess
3. b Click the button OK to proceed or CANCEL otherwise The Link is deleted and refreshed USERS VALIDATION RESULTS PAGE is displayed reflecting the new status the Link should disappear from the column ACTIVE LINKS v 1 04 29 01 2010 43 49 Development and Maintenance of SESAM QUEST User Manual A 1l Manage Vacancies The user can manage vacancies within QUEST application exporting them afterwards to EURAXESS Portal once they are finalized The main flow presumes the following scenario participant fulfils the respective Vacancy form for the particular project and submits it afterwards the Project Coordinator is being notified by email such COMPLETED Vacancy becomes visible to the Project Coordinator who needs to validate it once validated Coordinator exports the Vacancy to EURAXESS Portal where it will be published after some back office check performed Still the Coordinator has to have his organisation registered at the EURAXESS Portal as described on the top of the Vacancy Editing Page within the INSTRUCTIONS section Then he will be able to provide the appropriate values on the form for the Organisation Name and Organisation ID as requested from the EURAXESS system 1 Click the link VACANCIES inside the menu on WORK WITH A PROJECT PAGE The JOB VACANCIES PAGE is presented Figure A 48 with existing project vacancies G row ae tare Frajeri Management lab Vacanees alae tome Latest Posted R
4. Attachment Type internet Figure A 16 Attachments Window 3 Click the button BROWSE and browse for the attachment If you accessed the Attachments Window using attach PDF from the Form Editing Page you must select a PDF file If you accessed the Attachments Window using attach Access datase from the Form Editing Page you must select a MDB file If you accessed that window from the attachments button at the bottom of the Form Editing Page the expected file format will depend on the Attachment Type you select at step 4 For Attachment Types different than Other please refer to the corresponding section of the Form Editing Page in order to know the expected file format PDF or any The path of the selected file is displayed inside the field in front of the button BROWSE The maximum file size is 250mb Select the ATTACHMENT TYPE from the drop down list if not already selected Click the button UPLOAD The button UPLOAD becomes disabled and the uploading of the selected file as a Report attachment is initiated After the file upload is finished the button UPLOAD becomes enabled and refreshed ATTACHMENTS WINDOW is displayed reflecting the modified information about the Report attachments Access Attachment An attachment may be accessed by clicking the hyperlink in the column ATTACHMENT of the ATTACHMENTS table The FILE DOWNLOAD WINDOW is displayed v 1 04 29 01 2010 22 49 Development and Mai
5. list Manage fellows data A 5 Access User Document A 6 Send Email to Helpdesk A 7 Login and Register User A 8 Register as a New Participant AQ FP6 FP7 Layout Different Layout for The FP6 FP7 Project Selected A 10 Manage User Project links A 11 Manage Vacancies A 12 Manage Deliverables v 1 04 29 01 2010 5 49 Development and Maintenance of SESAM QUEST User Manual The SESAM Front Office GUI implements the following functionality e _ filling in and submitting Questionnaires e filling in saving and submitting Reports e deleting Intermediate Reports e accessing PDF files of Intermediate Reports e accessing PDF files of Submitted Reports e accessing attachments of Submitted Reports e accessing User Documents e sending emails to helpdesk e different layout for the FP7 project selected e managing of the Participant Registrations Project Links by Project Coordinator e collecting and forwarding of Vacancies to Euraxess e managing Project Publications e managing Project Applications for Patent e managing Project Exploitable Foregrounds e managing Deliverables v 1 04 29 01 2010 6 49 Development and Maintenance of SESAM QUEST User Manual A 1 Submit Questionnaire This option allows submitting Questionnaire for specified project In order to submit Questionnaire the following steps should be considered 1 Click the lin
6. The fellows data row is removed from the system and the fellows data list is refreshed accordingly e Change fellows data order Click the arrows of the fellows data list as presented in Figure A 36 The corresponding fellows data moves to the top up down or to the end respectively from left to right Click the SAVE ORDER button to save the fellows data order Fave Figure A 36 change fellows data order A 5 Access User Document This option allows accessing User Documents In order to access User Document the following steps should be considered 1 Click the link HOME inside the menu of any SESAM Front Office page The HOME PAGE is presented Figure A 37 2 Click the hyperlink in the column TITLE of the table DOCUMENTS for the target User Document The FILE DOWNLOAD WINDOW is displayed v 1 04 29 01 2010 35 49 Development and Maintenance of SESAM QUEST User Manual How are hera gt epz Hanne gt project managomert gt Walon Helodeck Welcome Starting fron he release 7 0 SESAN is usino the Earonea Commision Authotiaton Service ECAS Apart from the authentication the ECAS handles thee mans user registrauoh manage password manage personal dotais For more info abaut ECAS You can visi hte mebustevee rureua cu teas a hava been gisteved as a sesana uee and you don t hve the Eas accra yet nade inkinired during the morator mast be graded reast rick n Login in The
7. Update application for patent QUEST verson 7 a 6 Delete application for patent Click the DELETE link or the REJECT link for Pending applications for patent visible to Project Coordinator The application for patent row is removed from the system and the applications list is refreshed accordingly 7 Validate application for patent For project coordinator only click the VALIDATE button of one row having status PENDING The status is updated to VALIDATED and the application for patent becomes therefore visible in the reports Manage exploitable foregrounds list This option allows managing the exploitable foregrounds lists to the Reports to be submitted on the reports where the exploitable foregrounds available e g CP CSA NoE Final Report In order to manage the exploitable foregrounds list the following steps should be considered 1 Reach the FORM EDITING PAGE Figure A 11 displaying the Form containing the List of exploitable foregrounds as presented in Figure A 26 TEMPLATE B82 OVERVIEW TABLE WITH EXPLOITABLE FOREGROUND Exploitable Foreground Exploitable product s or Sector s of Timetable Patents or other IPR exploitation Owner and Other Beneficiary s description measure s application commercial use licences involved ADDITIONAL TEMPLATE 82 OVERVIEW TABLE WITH EXPLOTTABLE FOREGROUND bas ta jain of the Exploitable Foregroun ption Explain of the Exploitable Foreground Exploit Figure A
8. changes as presented in Figure A 21 Click on Cancel Edition if you want to cancel the edition of the publication rajesh coucinnor VOVE Per Fz tama gt prasec Management gt Publestons it sme Publications List ee fo hames Project Publications ical int identifiers 3 Sou E PPS a e mms E O e a ameraoro vores Ai to arose weit FA ee iyib p sey pers What F977 4 FP7 step by step Finda Calls Get Supports Find a Partnar Find a Document Prepare amp submit a proposal 1 Whats New Figure A 21 Update publication 6 Delete publication Click the DELETE link or the REJECT link for Pending publications visible to Project Coordinator The publication row is removed from the system and the publications list is refreshed accordingly 7 Validate publication For project coordinator only click the VALIDATE button of one row having status PENDING The status is updated to VALIDATED and the publication becomes therefore visible in the reports 8 Change publication order Click the arrows of the publications list as presented in Figure A 22 The corresponding publication moves to the top up down or to the end respectively from left to right Click the CHANGE ORDER button to save the publications order Tert Figure A 22 change publication order Manage applications for patent list This option allows managing the applications for patent lists to the Reports to be submitt
9. for which new report can be created Selected value is the period that contains the day of creating new report If report has been already fulfilled for that period the first available period will be pre selected If the Final report or Document or Amendment Request or Notification is selected the Reporting Period select box is not displayed If the Periodic report is selected and the report has been fulfilled for all the reporting periods by the selected participant the Reporting Period select box is displayed but disabled 5 Select Report Status A status of Submitted Reports to be managed may be modified by using the drop down list REPORT STATUS The REPORT SELECTION PAGE is refreshed displaying in the table SUBMITTED REPORTS existing Reports of selected statuses 6 Edit Intermediate Report A previously saved Report may be edited by clicking the hyperlink in the column FORM NAME of the INTERMEDIATE REPORTS table The FORM EDITING PAGE Figure A 11 is presented displaying the selected Report a Project Contractors different than Project Coordinator are not able to edit Completed Reports Reports with status COMPLETED 7 Delete Intermediate Report A previously saved Report may be deleted by clicking the hyperlink DELETE in the column DELETE of the INTERMEDIATE REPORTS table The REPORT SELECTION PAGE is refreshed reflecting the modified information about Intermediate Reports a Project Contractors different than Project Coordinator
10. that if the list must be updated click the ADD OR MODIFY FELLOWS DATA button to access the Fellows data List Page Figure A 33 v 1 04 29 01 2010 32 49 Development and Maintenance of SESAM QUEST User Manual project coordinator Iei TOM ara here gt rez nama gt Project Management gt Fallows data Page Home _ HostOraerastona ranama Daly ma Overview table With Host Organizations Full Legal Name 1 ae daparti el Postal address y RGR ON TC Project Host Organizations Fulltegal Name Shot ameof department postal address R e marion m a StS a iis Gee feole nationale das my Departmencof Chemical Rue Bernard 4 75100 Paris FR project supervisor ma Ae a e se What iw FPP EFP step by ste Find m Call Got Support Find a Parner Find a Document Prepare 8 subi a propan halls Non QUEST version 747 0 in TEST environment Figure A 33 Manage fellows data list page first pane Host Organisations 3 In the pane HOST ORGANIZATIONS the list of host organizations can be managed Enter the FULL LEGAL NAME SHORT NAME NAME OF DEPARTMENT POSTAL ADDRESS COUNTRY NAME OF COORDINATOR SUPERVISOR E MAIL OF COORDINATOR SUPERVISOR fields Click the ADD HOST ORGANIZATION button The fellows data is added and the host organizations list is refreshed to display the changes Update Host Organization Click the link UPDATE of a row from the host organization list The field values
11. v 1 04 29 01 2010 41 49 Development and Maintenance of SESAM QUEST User Manual A 10 Manage User Project links The user can display overview of active users that have pending or active links on the projects on which the actor is Coordinator using a number of filtering criteria Click the link VALIDATE USERS inside the menu on SELECT PROJECT PAGE The USERS VALIDATION SEARCH PAGE is presented Figure A 44 tome Search user project links Find Socumant Prepare amp submit a proposal s What Nak Figure A 44 Users Validation Search Page 2 Specify filtering criteria a Enter username in the field USERNAME b Enter first name in the field FIRST NAME c Enter surname in the field SURNAME d Enter email in the field EMAIL USERNAME filtering criterion supports the convention for wild characters Any character e Any characters FIRST NAME SURNAME and EMAIL support e Any characters Click the button SEARCH The USERS VALIDATION RESULTS PAGE is presented Figure A 45 The results are structured in the following columns e USERNAME e FIRST NAME e SURNAME e EMAIL e ACTIVE LINKS Space separated list of hyperlinks for deleting Active Links format Project D Participant index PENDING LINKS Space separated list of hyperlinks for activating Pending Links format Project D Participant index v 1 04 29 01 2010 42 49 Development and Maintenan
12. 04 29 01 2010 7 49 Development and Maintenance of SESAM QUEST User Manual 7 Click the button SUBMIT e Incase of successful submission i e if all Form fields are properly filled in the QUESTIONNAIRE TYPE SELECTION PAGE is presented Figure A 1 accompanied with the COMPLETION MESSAGE Box Figure A 3 Windows Internet Explorer A The questionnaire has been successfully submitted Thank you for your contribution Figure A 3 Completion Message Box e In case of unsuccessful submission i e if some Form fields are not properly filled in the refreshed FORM EDITING PAGE is displayed clearly presenting the invalid fields please refer to A 4 Fill In Form Please proceed with Step 6 v 1 04 29 01 2010 8 49 Development and Maintenance of SESAM QUEST User Manual A2 Save Submit Report This option allows saving submitting Report for specified project and Project Participant In order to save submit Report the following steps should be considered 1 After the successful user authentication see Login the SELECT PROJECT PAGE is presented Figure A 4 n Select Project Ie project tuber you requira ie misting from thi list lease regis va on Reiter to Project fin the menu on the lefi Project 0 072505 7 sta by sept Find a Call Get Support Find a Parer Finda Document a Prepare amp submit proposal Whats New Figure A 4 Select Project Page 2 Select the project Id from d
13. 14 Country Window Windows Internet Explorer O 2002 2006 l Select country Please select a country from the selection list below Country Figure A 14 Country Window 3 Select a country from the drop down list COUNTRY The COUNTRY WINDOW is closed and the selected country is displayed in the edited field on the FORM EDITING PAGE from which complete action was initiated v 1 04 29 01 2010 20 49 Development and Maintenance of SESAM QUEST User Manual Fill In Table with Variable Number of Rows This option allows filling in tables with variable number of rows In order to fill in table with variable number of rows the following steps should be considered 1 Reach the FORM EDITING PAGE Figure A 11 displaying the Form with at least one table with variable number of rows 2 Insert Row Click the button INSERT ROW Figure A 15 The FORM EDITING PAGE is refreshed displaying the table with inserted row at the table bottom 3 Delete Row Click the button DELETE ROW Figure A 15 The FORM EDITING PAGE is refreshed displaying the table with the last row deleted It should be noted that completely empty rows without any filled in field do not have to be deleted manually even if they contain obligatory fields the completely empty rows will be automatically removed by the system on the Form submission Contractor UNIVERSITETET BERGEN No of full time Origin equivalent months
14. 26 Table of exploitable foregrounds Form Editing Page 2 This table is automatically loaded with the exploitable foregrounds associated to the current project Having said that if the list must be updated click the ADD OR MODIFY EXPLOITABLE FOREGROUNDS button to access the Exploitable foregrounds List Page Figure A 27 v 1 04 29 01 2010 29 49 Development and Maintenance of SESAM QUEST User Manual You are heret gt e Home gt project Management gt ExslotableForearounds List Helpdesk Exploitable Foregrounds List ep Litatls Fomegroand dost Exploitable productts or measures Ld Sectors of apotication siak a sae C Patents or other IPR exploitation licenses l Owner amp Other Beneficlary s lnvalved S Acid ExglotahiaFeregroumd _CancelEdtian Project Exploitable Foregraunds Eyplotable Foreground explotable product s soctar s of Timetable ouner amp other KERE Bersie e eee Beary involved Status Aeons a foroaround soar commercial use beneficiary invcivod veuparen on em ate anoano crolaable roduc sectors metals asore onna eoms idite Figure A 27 Manage exploitable foregrounds list page 3 Enter the EXPLOITABLE FOREGROUND DESCRIPTION EXPLOITABLE PRODUCT S OR MEASURE S SECTOR S OF APPLICATION TIMETABLE COMMERCIAL USE PATENTS OR OTHER IPR EXPLOITATION OWNER amp OTHER BENEFICIARIES INVOLVED fields 4 Click the ADD EXPLOITABLE FOREGROUND button The e
15. Find a Partner t Find a Document Prepare 8i submit a procosal s whats New What is FP7 FP7 stao by step Find a Call QUEST version 7 1 8 0 Figure A 24 Manage applications for patent list page 3 Enter the TYPE OF IP RIGHTS APPLICATION REFERENCE SUBJECT OR TITLE OF APPLICATION and APPLICANT S fields 4 Click the ADD PATENT button The application for patent is added and the applications list is refreshed to display the changes 5 Update Application Click the link UPDATE of a row from the applications list The field values are displayed on top of the page Modify these values and click the UPDATE APPLICATION FOR PATENT button to save the changes as presented in Figure A 25 Click on Cancel Edition if you want to cancel the edition of the publication v 1 04 29 01 2010 28 49 Development and Maintenance of SESAM QUEST User Manual a are hore EPZ Hama Project Management gt Paterts Page lads List of applications for Patents Trademarks Registered designs etc Type sf P she Patenter Tada aged Sea Apptention reference eg 123456 BETES subsector ete of appteaton Paul Ancant s as on the nptcation applicants 12 3 Ups Pat cone Ein Project Patents live oP sevice ed SETE VALIDATED pte delie a ra z x vaUoATED inate delta Fnd a Call Get suppor i Find a Partners Find 2 Document Prepare amp submit a proposal Whats New Figure A 25
16. REPORTING PERIOD and click the button YES The FORM EDITING PAGE is presented Figure A 11 displaying the Report with imported data v 1 04 29 01 2010 10 49 Development and Maintenance of SESAM QUEST User Manual Figure A 6 Report Selection Page v 1 04 29 01 2010 EN mos ee nnsmen euere herer gt eS ams gt erie Masses Stes renont gt e lee inane tome Select Report ace cove on of the folowing 1 crese a new resor by linge buzon Creare New Repo 2 cortine esting an esiing raort by slicing We Inkin she column Yorm rame of the tabla xem Raport for target Report 2 Delete an ening resor by cso tte Inkin he column alto the cable intermediate Repo for tera Report Project Information 12305 semame finan Kapare type RTN Paiodie Achy Repor wi Intermediate Reports sename Particinant Iudex Form name Perin Date created Date Inst undated Status Delete Print miah a Em eide amv tapon s OS 0AV200S 104098 CET _osfoa 00sLonss8 CET Uncmleted delete print ra Reporting Penod Cnn submited Reports aport statue Sebi z Msemame Porticionnt Index Form nome Attachments Period Date subniitted Date senlicnted Statue iste suede vy Bar Laelia soe cer subied sissies deviate Am Senet cer oPr112008 12 2233 CET Suomes miosdej seed uy tapot 3 05 98 2508 aces cer Simiad loses EIN orade one See a aoaaa Sumtes iste ioe ay taper 2 isovasos iesu2a er sbed Count of Questionnaires Ss oust eezerentQuesic
17. are not able to delete Completed Reports Reports with status COMPLETED 8 Access Intermediate Report PDF The PDF file of a previously saved Report may be accessed by clicking the hyperlink PRINT DRAFT in the column PRINT of the INTERMEDIATE REPORTS table The PDF file clearly marked as draft one is created and the FILE DOWNLOAD WINDOW is displayed Figure A 9 v 1 04 29 01 2010 14 49 Development and Maintenance of SESAM QUEST User Manual File Download Do you want to open or save this file Name report20271 pdF Type Adobe Acrobat Document 51 6KB From a jestrovic Open Save Cancel While files from the Intemet can be useful some files can potentially harm your computer If you do not trust the source do not open or save this file What s the risk Figure A 9 File Download Window 9 Access Submitted Report PDF The PDF file of a Submitted Report may be accessed by clicking the hyperlink in the column FORM NAME of the SUBMITTED REPORTS table If the PDF file exists for selected Report the FILE DOWNLOAD WINDOW is displayed Figure A 9 otherwise if PDF file does not exist still not created appropriate error message is displayed Figure A 10 Windows Internet Explorer A The pdf has nat been generated yet Please try again in a few minutes Figure A 10 PDF Creation Error Message 10 Access Submitted Report Attachments The attachments of a Submitted Report as a ZIP archive may be accessed by cl
18. button to access the Publications List Page Figure A 20 projet Coordinator T O are here gt FPZ Heme Project Management Publcations Lst eei Publications List syntens ddr cemaer tere favate POENAE 5 SEO enters sed moray faa Pinion cancel aon Projet publications ie ofie u evera Place Relews Embargo memme Rotor Sethe palor MMMM Sito ication panes Gh p period o Tu mman bartect uap e oaa aaa otras apaapa ree s asosaoo vauinareo iais app T rn ee to vanar gae FA Se Order What i FP7 FP7 atep by atep Find a Call Get Support Find e Partner Find a Document Prepare A submit proposal Whats Nen v 1 04 29 01 2010 25 49 Development and Maintenance of SESAM QUEST User Manual Figure A 20 Manage publications list page 3 Enter the TITLE MAIN AUTHOR TITLE OF THE PERIODICAL OR SERIES NUMBER DATE OR FREQUENCY PUBLISHER PLACE OF PUBLICATION YEAR OF PUBLICATION RELEVANT PAGES PERMANENT IDENTIFIERS if applicable fields and check the OPEN ACCESS field 4 Click the ADD PUBLICATION button The publication is added and the publications list is refreshed to display the changes v 1 04 29 01 2010 26 49 Development and Maintenance of SESAM QUEST User Manual 5 Update Publication Click the link UPDATE of a row from the publications list The field values are displayed on top of the page Modify these values and click the UPDATE PUBLICATION button to save the
19. contractor participant on the project Project Contractor that coordinates the project on behalf of the contractors participant index 1 Person representing a reviewer of the project progress Person participating in a project by submitting reports through QUEST i e common term for Project Contractors and Reviewers Information linking particular QUEST Internet user to particular Project Participant thus allowing him her to create various QUEST Reports for the project A link is represented by a combination of username used by user to be authenticated in QUEST as a Project Participant Project ID identifying the project and participant index identifying the particular Project Participant Link not allowing particular QUEST Internet user to create various QUEST Reports for the project but can be activated by the QUEST I Administrator or Project Coordinator v 1 04 29 01 2010 4 49 Development and Maintenance of SESAM QUEST User Manual TABLE OF CONTENTS A User Manual A 1 Submit Questionnaire A2 Save Submit Report A3 Manage Reports 14 AA Fill In Form a 16 Fill In Date Field 19 Fill In Country Form Field Fill In Table with Variable Number of Rows Manage Report Attachments Manage Report Publications Manage publications list Manage applications for patent list Manage exploitable foregrounds list Manage partners
20. e Work package no e Lead beneficiary e Nature e Dissemination level e Actual Forecast date e Delivery date from Annex Validate deliverable For the project coordinator only In the Deliverables in progress table click the hyperlink VALIDATE of one row of the Deliverables list where the deliverable status is PENDING The status is updated to READY TO SUBMIT Add new deliverable click on the button Upload Other to add a non expected deliverable also called non contractual deliverable The Upload Deliverable page is displayed Figure A 53 Enter the following fields e Title v 1 04 29 01 2010 48 49 Development and Maintenance of SESAM QUEST User Manual e flag Related to a reporting period e Reporting period e Work package no e Lead beneficiary Nature e Dissemination level e Delivery date from Annex And then browse for the file to upload by clicking the BROWSE button The file name is displayed in the field FILE UPLOAD Click the UPLOAD button The file is uploaded in the QUEST database and the DELIVERABLES MANAGEMENT PAGE is displayed presenting the changes mt onnar 22 gt Project Management gt Deliverables Management Meindes Deliverables Upload Laad beneficiary Project Coordinator Financia a o What w F772 77 atep by step Find Call Get Support Find a Partner Find a Document Prepare amp subi propor What FI comas abnt mlepa
21. menu and Then follow Sorama or amai address ny im case you pora noted by the eT eur Please chwese your password misel st your account willbe automaticaly scuvated Once your account has been atvated You can ogi to Kyou di not manage te upgrade your account username ar emai tale fp register to ELAS as anew use Steocitione thot rod hod 1n SESAN rete were not recognized by ECAS thie erably choosing Your old SESAN usera The new users can register the propriate link on the ECAS fter clicking or be Valete bs Hen The rometing sel NOAS of he valence O E ma POTE variants shuld complete their repo by logging in chaosing appropriete arojest and the typeof the Forms ther wart to work wih Reports Documents Amendments or Taian the enh Reviewers of rest oroecs should complete their reports biy lgsina in choosing noriorine praje ad neview Reports open inthe rea eretoaries of Mate curie actons should comolte their questionnaires by ling on Questionnaires witout any registration tthe systern Documents rele abstract ification Date St Testi ernie parinant Manin Mensing between projects and praises pariants used fortesing QUEST and QUESTE 15 09 2005 Figure A 37 Home Page v 1 04 29 01 2010 36 49 Development and Maintenance of SESAM QUEST User Manual A 6 Send Email to Helpdesk This option allows sending emails to the helpdesk In order to send email to the helpdesk the followin
22. 10 39 49 Development and Maintenance of SESAM QUEST User Manual In order to display FP7 layout on the PROJECT IDENTIFICATION PAGE Figure A 2 or SELECT PROJECT PAGE Figure A 4 specify the identifier of FP7 project In case of the report selected the layout of the appropriate Report Selection Page is the following Fer owen ane choose ane of the folowing scr tice by clicking the button Create New Nobfiontior 2 Continue etting an existing notfietien by sien he Ink in he zlem Form rae ofthe zabla nemediate hots target Net ieaton nowheaton type MCA Change SC Notiication 3 Partcwam TAINIVERSTY OF BRIGHTON M Intermediate Notifications Username participant Index Forn Date created Date last updated Status Comment Delete Print mists 2 Mca change Scitetfcaton iyi Tese New Norien uncompleted E deee ornedat subi Nticatons react ee Sn z username participant Index Fi Date replicated Status Request Status Comment isd Submited Received D e 25 07200 12 00 00 CET ab st Find a Parmar find a Document Prepare amp submits proposal What s New Figure A 42 Report Selection Page FP7 layout The FP7 layout is also applied as a default one on the pages without project being selected or for the projects without framework programme specified in CPM In order to display FP6 layout the same steps should be done but fo
23. Development and Maintenance of SESAM QUEST User Manual SEVENTH FRAMEWORK PROGRAMME SESAM User s Guide for Project Participants 2010 01 29 Release 7 v 1 04 29 01 2010 Development and Maintenance of SESAM QUEST User Manual Management Summary The FP6 and FP7 are the Sixth and Seventh European Community framework programmes for Research Technological development and Demonstration The implementation of the framework programmes objectives is achieved through a number of RTD projects as well as various support activities carried out by the research DGs RTD INFSO TREN ENTR and FISH The key business process spans from the publication of the call then submission evaluation and funding of proposals followed by project contracting follow up and reporting In context of the project follow up the Commission seeks an integrated service to support timely acquisition and analysis of the relevant information about project organisation progress and continuous alignment to EC research key objectives After aggregation the statistics shall then feed a dashboard or used for reports generation The required business functions shall be supported by SESAM an IT application made up of 2 dedicated modules specialising in data acquisition Front Office named QUEST and Front Office administration Back Office named QUEST The QUEST represents the main data input module in SESAM architecture which provides users with means t
24. RACTORS pea enti Ses fe Sep eee cna noe estes Svea eer ester No of full ume equivalent months to be delivered No of full time equivalent months covered by this recruitment during ccording to the contract this repareing period save vent edea ertechments What is FPG FPS step by step Find a Cell Get Support Find a Partner Find a Documents Prepare amp submit a proposal What s Hew Figure A 11 Form Editing Page v 1 04 29 01 2010 17 49 Development and Maintenance of SESAM QUEST User Manual COEN Dajan miasavijevio Yet Are here gt ERE Hame PiriectNananemert TOK Pendle Activity Report imide ame TOK Periodic Activity Report INSTRUCTIONS The fielde marked with a rad star are obligatory Attar eomelatian prese the subrnt bution to submi tho report Desimal rumbers should be indicated by a det and not by a comma Ce 3 5 and not 3 5 INTRODUCTION To bo complated by the coordinators of a Marie Curia Transfer of knowledge TOK This report details progress tiraugheut the reporting pern for the praject ke for all contractors in case of rmultipartner projects Mate thet thie may Dre Year progress forthe resoarenscs neenited an the PEJA Ower documents that should have been filed n during the reportng period Aemet questonnareis T be ied in bythe reeked reserchers nha have comping their dividual appointment diring the period covered GENERAL INFORMATION Git Cand Gad Gat
25. ally created for each partner associated to the current project Having said that if the list must be updated click the ADD OR MODIFY PARTNERS button to access the Partners List Page Figure A 30 7 Home gt Project Management gt Part Proact coore TO tome Overview table With Partners ae Short nama moO rac Start dz 1 a yn Halal ds Parner _ Consi Eton Project Partners mu nonsi INSTTVUTE ron LTFoRSKNG sonra onamo mnooo valioaren adt ror nar oe pistu DU GLOBE oe Panis sssoisoar osjosizoos ovos vamareo tas port Find a Partner Find Document Prapore 8 submit propo Wha Mew QUEST version 74 7 0 in TEST environment TI somons ama hisas maa T o e Figure A 30 Manage partners list page 3 Enter the SHORT NAME LEGAL NANE PIC START DATE END DATE fields 4 Click the ADD PARTNER button The partner is added and the publications list is refreshed to display the changes 5 Update Partner Click the link UPDATE of a row from the partners list The field values are displayed on top of the page Modify these values and click the UPDATE PARTNER button to save the changes as presented in Figure A 31 Click on Cancel Edition if you want to cancel the edition of the partner v 1 04 29 01 2010 31 49 Development and Maintenance of SESAM QUEST User Manual os dacsimes project Coordinator TO are here gt F22 Hama gt projec management gt Partnere Pace cr trek Ove
26. ar one peje a mera than ene parispant ara prsest Golan gaining the access for submiain az aaeh pew preject Akas bonguranion reu ved eug te 2399 ater the paris pnt relate information and sk he burion Regis t register yours s rew participare Personal information Project Identification roect tyre Project participant 1detification Prozact sarscant type a Figure A 39 New Participant Registration Page with Project Participant Identification C Provide Project Reviewer identification information i Select PROJECT REVIEWER from the drop down list PROJECT PARTICIPANT TYPE ii Select REVIEWER TYPE using the drop down list REVIEWER TYPE 5 Click the button REGISTER The CONFIRMATION MESSAGE Box is presented Figure A 40 Windows Internet Explorer You are about to register yourself as a new project participant Are you sure you want to proceed Figure A 40 Confirmation Message Box 6 Click the button OK to proceed or CANCEL otherwise The SELECT PROJECT PAGE is presented accompanied with the COMPLETION MESSAGE BOX Figure A 41 Windows Internet Explorer Your request has been forwarded to the authorized person Upon validation you will receive appropriate e mail notification Figure A 41 Completion Message Box A 9 FP6 FP7 Layout Different Layout for The FP6 FP7 Project Selected This option allows displaying a different layout for specified FP6 FP7 project v 1 04 29 01 20
27. are displayed on top of the page Modify these values and click the UPDATE HOST ORGANIZATION button to save the changes as presented in Figure A 34 Click on Cancel Edition if you want to cancel the edition of the host organization v 1 04 29 01 2010 33 49 Development and Maintenance of SESAM QUEST User Manual project Coordinator YOU ae here gt E27 Homa gt Proje Managemen gt Fallows data Page fered Home Host Orgorizations Fellows Daa sxx Overview table With Host Organizations Short name URE Ian of daroe eramen af Oromcar Country fe E mail of coordinator supervisor cj Update Host Organization Canes Edition Project Host Organizations Fall legal Nome Short lame of department Postal address A en ee i Department ot Chemics Roedstresse 39 58100 eee university of Haidelbera une evartmert piera amg De project coordinator eae Ecole Nationale des py Deparment of Chemical Rue Bernard 4 75100 Perie FR A update cles Bee lue Bernard amp 75100 Pare project superneor prenite FP stop by step i Find a Call d a Document Prepare amp submi a progosal i What s New QUEST version 7 47 0 in TEST environment TI somis amat hisas Fag T o Figure A 34 Update host organization e Delete host organization Click the DELETE link If no fellow is associated to the selected host organization the host organization row is removed from the system and the host organization lis
28. ce of SESAM QUEST User Manual oO Z parsers gt project management gt usere validation Rerute clades User project links ay eRe 2 pe ome LT Username FirstName Surname emani Acte Unks mises Deian Miesavheve OeanMleateveeureeynem 12 mech Theme Mte thomrm c euredvneom cop by step rd a cal Figure A 45 Users Validation Results Page 4 Navigate through users using links to particular pages as well as buttons PREVIOUS and NEXT 5 Activate Link A Pending Link may be activated by considering the following steps a Click a hyperlink in the column PENDING LINKS for target Link The CONFIRMATION MESSAGE BOX is presented Figure A 46 Windows Internet Explorer 2 J You are about to activate selected link Are you sure you want to proceed C Cae Figure A 46 Confirmation message box b Click the button OK to proceed or CANCEL otherwise The Link is activated and refreshed USERS VALIDATION RESULTS PAGE is displayed reflecting the new status the Link should appear in the column ACTIVE LINKS instead of PENDING LINKS 6 Delete Link An Active Link may be deleted by considering the following steps a Click a hyperlink in the column ACTIVE LINKS for target Link The CONFIRMATION MESSAGE BOX is presented Figure A 47 Windows Internet Explorer 2 You are about to delete selected link Are you sure you want to proceed ma Figure A 47 Confirmation message box
29. d What is FP stop by staps Find a Calls Got Supports Find a Partner Find a Documents Prepare amp submit a proposals What s New Figure A 12 Form Editing Page With Displayed Invalid Fields v 1 04 29 01 2010 18 49 Development and Maintenance of SESAM QUEST User Manual Fill In Date Field This option allows filling in date form fields in a user friendly way In order to fill in date form field the following steps should be considered 1 Reach the FORM EDITING PAGE Figure A 11 displaying the Form with at least one date field 2 Click inside the date field The DATE WINDOW is displayed Figure A 13 February 2009 Wk Mon Tue Wed Thu Fri Sat Sun u 6 2 3 4 5 6 7 z 10 11 12 13 14 8 16 17 1 8 19 2 28 9 23 24 25 26 27 2 Today is Mon 16 Feb 2009 Figure A 13 Date Window 3 Browse for a date and click on a date The DATE WINDOW is closed and the selected date is displayed in the edited field on the FORM EDITING PAGE from which complete action was initiated v 1 04 29 01 2010 19 49 Development and Maintenance of SESAM QUEST User Manual Fill in Country Form Field This option allows filling in country form fields in a user friendly way In order to fill in country form field the following steps should be considered 1 Reach the FORM EDITING PAGE Figure A 11 displaying the Form with at least one country field 2 Click inside the country field The COUNTRY WINDOW is displayed Figure A
30. ed on the reports where the application for patents available e g CP CSA NoE Final Report In order to manage the applications for patent list the following steps should be considered 1 Reach the FORM EDITING PAGE Figure A 11 displaying the Form containing the List of application for patents as presented in Figure A 23 v 1 04 29 01 2010 27 49 Development and Maintenance of SESAM QUEST User Manual TEMPLATE BA LIST OF APPLICATIONS FOR PATENTS TRADEMARKS REGISTERED DESIGNS UTILITY MODELS ETC Application reference s e 0 EP123456 Subject or tile of application Applicant s as on the application lence complete she table hereafter Figure A 23 Table of applications for patent Form Editing Page 2 This table is automatically loaded with the application associated to the current project Having said that if the list must be updated click the ADD OR MODIFY APPLICATIONS button to access the Applications List Page Figure A 24 gt Project Management gt Patents Page ode ioe are here gt m2 Ton List of appl is for Patents Trademarks Registered designs etc Anpiieantts as on the socio Asi Paont Cant ition Project Patents Tupe off Rights Palos Trodemarka Aeaitered Aoaiicatian referenc eas Bajos ar tiic of designs Utility models etc EP123456 applic pn mosaics te iss tane of pl eked A B mons bets alinie a k x VALIDATED st dal jot
31. elete Vacancy a Click the hyperlink DELETE in the column ACTION on JOB VACANCIES PAGE for target Vacancy The CONFIRMATION MESSAGE BOX is presented Figure A 51 Windows Internet Explorer P Youare about to delete a job vacancy Are you sure you want to proceed Figure A 51 Confirmation message box b Click the button OK to proceed or CANCEL otherwise The Vacancy is deleted from the system and refreshed JOB VACANCIES PAGE is re displayed accordingly C If the deleted Vacancy was in EXPORTED status Vacancy will be removed from the EURAXESS as well after the Portal s back office check is performed d If the deleted Vacancy was the only existing Vacancy on EURAXESS Portal for the given Organisation due to the exposed EURAXESS interface limitations the Vacancy should not be removed from EURAXESS A 12 Manage Deliverables This option allows accessing Deliverables In order to access Deliverables the following steps should be considered 1 Click the DELIVERABLES link from the WORK WITH A PROJECT PAGE Figure A 5 v 1 04 29 01 2010 47 49 Development and Maintenance of SESAM QUEST User Manual 2 Click the hyperlink in the TITLE column of either Submitted deliverables or Deliverables in progress table where a hyperlink is activated as presented in Figure A 52 3 The DOWNLOAD WINDOW pops up ams gt Proje Management gt Deliverables Management Heladose project coordinator OU aTe here g
32. ent Figure A 28 Update exploitable foreground 6 Delete exploitable foreground Click the DELETE link or the REJECT link for Pending exploitable foregrounds visible to Project Coordinator The exploitable foreground row is removed from the system and the exploitable foregrounds list is refreshed accordingly v 1 04 29 01 2010 30 49 Development and Maintenance of SESAM QUEST User Manual 7 Validate exploitable foreground For project coordinator only click the VALIDATE button of one row having status PENDING The status is updated to VALIDATED and the exploitable foreground becomes therefore visible in the reports Manage partners list This option allows managing the partners lists to the Reports to be submitted on the reports where the partners are available e g IRSES Periodic Report In order to manage the partners list the following steps should be considered 1 Click the PARTNERS link from the WORK WITH A PROJECT PAGE Figure A 5 or reach the FORM EDITING Pace Figure A 11 displaying the Form containing the List of partners as presented in Figure A 29 Partner Legsi nare Name of the Start date of End date of No of full time equivalent months covered by this Researcher Typa Gandar Baconded to Paitnar secondment secondment secondment during thie reporting period T m Ei 1l iL T Toal oe dd or rodiy partnera Figure A 29 Table of partners Form Editing Page 2 One table is automatic
33. esearch Job Vacancies for Project 13 aomas icy 2 m2 de Summary 2 Completa pageant mih 2 25 5200 mba ah Summary Enpara ORDS o gaoaoosat iaado a s7rngacee 2572 2018 398 2s meet Summartt pid seca at mish a snjayeons 20 7 2005 nejar Zesummenaar summana ssponaa SRE ae Atd new job vacancy What is PPTP 7 step by step t Find a Calls Get Supports Find a Partners Find a Documents Prepare amp submit a proposal Figure A 48 Job Vacancies Page On the page the following columns are displayed for each vacancy e Update date the last modification date e Updated by the username of the user last updated the Vacancy e Participant index the participant index of the user who created the Vacancy e Job start date optional when the job is supposed to start e Application deadline e Job job title e Job summary e Status UNCOMPLETED COMPLETED or EXPORTED e Export date date when the vacancy was exported to EURAXESS e Action EDIT and DELETE link are always available for the Coordinator while for the Participant they are available only for the UNCOMPLETED vacancies otherwise only the VIEW link is displayed The Participant sees only his own vacancies listed UNCOMPLETED COMPLETED or EXPORTED The Coordinator sees his own vacancies listed UNCOMPLETED COMPLETED or EXPORTED and also the ones COMPLETED by other Participants The Project Officer sees all the project vacancies listed but with read only pri
34. ew Project Participant e FP6 FP7 layout a different layout logo and links for the FP6 FP7 project selected e Manage Deliverables allows accessing uploading updating and deleting Deliverables v 1 04 29 01 2010 2 49 Development and Maintenance of SESAM QUEST User Manual Document Glossary Term Definition EC European Commission ED EUROPEAN DYNAMICS FP6 Sixth EU Framework Programme for Research and Technological Development FP7 Seventh EU Framework Programme for Research and Technological Development ERA European Research Area RTD Research Technological Development and Demonstration RTD Project A project within FP6 FP7 SECUNDA FP6 FP7 Security module hosting user competences ECAS European Commission Authentication Service CPF Contract Preparation Forms CPM Contract and Project Management module FORCE Form C Editing module EURAXESS Researcher s Mobility Portal where the organisations job vacancies are posted SESAM SED ESS ARI MCA requirements implementation project MCA SESAM user group Marie Curie Actions SED SESAM user group Socio Economic Dimensions GAP Gender Action Plan QUEST SESAM module Front Office Module QUEST I SESAM module Back Office Internal Module Project ID Contract ID Six digit number uniquely identifying a project contract User General term used to describe any type of user Actor Concept used in the context of use cases It describes a user who perf
35. filled in Form In case of unsuccessful submission i e if some Form fields are not properly filled in the refreshed FORM EDITING PAGE is displayed clearly presenting the invalid fields Figure A 12 In general 2 kinds of validation are performed e Validation of obligatory fields It is validated if obligatory field or conditionally obligatory field if related condition is fulfilled is filled in with any value e Validation of type It is validated if the field is filled in with a value of appropriate type The following types are supported o String Any text no type validation o Integer Number e g 1 o Double Decimal number e g 1 5 It should be noted that character dot is used as decimal character and not character comma The most common validation errors are the following e Obligatory field or conditionally obligatory field if related condition is fulfilled is not filled in e Integer field is filled in with a decimal number e g 1 5 instead of 1 e Double field is filled in with a decimal number using as decimal character e g 1 5 instead of 1 5 v 1 04 29 01 2010 16 49 Development and Maintenance of SESAM QUEST User Manual You are hers gt Skam gt finest anauanert gt TOK Periodic Activity Report ann Smith Trokrsmih tome TOK Periodic Activity Report leseut_ 4 INSTRUCTIONS Back The fields marked with a red star are obligatory The fields marked with a
36. ful submission i e if some Form fields are not properly filled in the refreshed VACANCY EDITING PAGE is displayed clearly presenting the invalid fields c Export Vacancy only for Project Coordinator i Coordinator has to previously register his organisation account at the EURAXESS Portal as described on the top of the Vacancy Editing Page within the INSTRUCTIONS section Then he will be able to provide the appropriate values on the form for the Organisation Name and Organisation ID as requested from the EURAXESS system ii Click the button SAVE AND EXPORT TO RESEARCHER S MOBILITY PORTAL e In case of successful export i e if all Form fields are properly filled in the JOB VACANCIES PAGE from which the action was initiated is re displayed showing the exported Vacancy with status EXPORTED e The exported Vacancy should be published on the Portal after the Portal s back office check is done If the invalid EURAXESS organisation account submitted on the form the Vacancy will not be published on the Portal after the Portal s back office check is done e In case of unsuccessful export i e if some Form fields are not properly filled in the refreshed VACANCY EDITING PAGE is displayed clearly presenting the invalid fields 4 View Vacancy a Click the hyperlink View in the column ACTION on JOB VACANCIES PAGE for target Vacancy The VACANCY EDITING PAGE is presented displaying the selected Vacancy in read only form 5 D
37. g steps should be considered 1 Click the hyperlink HELPDESK inside the header of any SESAM Front Office page The CREATE EMAIL WINDOW of the default email client application on the user computer is presented with the following email parameters pre populated e Recipient Helpdesk email address e Subject QUEST USER SUPPORT all pages except the ERROR PAGE or QUEST ERROR MESSAGE ERROR PAGE e Body ERROR PAGE only Error message displayed on the ERROR PAGE v 1 04 29 01 2010 37 49 Development and Maintenance of SESAM QUEST User Manual Be Ts Login and Register User On the HOME PAGE Figure A 37 follow LOGIN link from the menu It opens ECAS Login Page where user provides the username and password to be authenticated and sent back to QUEST application Also on the ECAS Login page the register link is present for the new users that need to register themselves first A B Register as a New Participant This option allows creating new Project Participant account assuming you are able to provide correct data identifying yourself as valid Project Participant In order to register as new Project Participant the following steps should be considered 1 Click the hyperlink REGISTER TO A PROJECT on the SELECT PROJECT PAGE Figure A 4 The NEW PARTICIPANT REGISTRATION PAGE is presented Figure A 38 rou are peret s Ezz bame a project Management gt Naw Parscant negeraion elec ponerse Register as new par
38. g the Form containing the List of fellows data as presented in Figure A 32 6 Theta porton Fellowship awarded belan wil provide deta on fllonshice executed during the relevant reporting parod When fllowehise cover twe or more reporting periode the nformaten far the fellow wl be included in esch relevant report The periodie rors have fo include information for the fll period covered by the financial statemen For gamle if th falow X has received 4 fellodehs meontha in tha Lat repor morte 9 212 12 fallewship marthe in he Flowing peno 13 24 and 0 feliusripente in he Sr penati 25 92 tey mil be rested aceri roly he related periodi Tos total E lonshiperrenths 24 crveaponding to felomsiip years wl be reed inthe final reper see frat repor Personal data within this react wl be kept confidential for Communit use ony Full tegai Name Short name or abbreviation Name of department Postal address Country Name of enerdinalor mupervisar E mail of coordinator supervisor Fulegalhane inname Tie anparoan Toa miira Cant p par eneit meen so ORGANIZATION FELLOW Aurewenien i Fusie 1 sesmaenasumenaene ogcooirai renate uy Rn oomi aam o anaoa on oureone Falme 2 emama msns tesghomalcan FEMALE Begum Begum 12 a Iamo Felowahpscteme sname CHING Tet saree Figure A 32 Table of fellows data Form Editing Page 2 This table is automatically loaded with the fellows data associated to the current project Having said
39. green star are obligatory under same condition Peai trey ne co ae Ole aop SA eres Yau may use the save button at any time ta save a report and continue its editing later Decimal numbers should be indicated by a dot and not by a comma ie 3 5 and not 3 5 INTRODUCTION Ta be comiplstad by the enorsinatars af a Harin Curia Transfer of Knomledae TOK This report details progrese throuchout the reporting period for the project xe for all contractors in case of mult partner projects Nete that this may refor to part yoar precrass Tar tns raseareners recruited on the project ther documents thst should have been flee in during the reporting period Assessment ouestionneire s To be led in by the recruited researchers who have completed their individual appointment during the period caverad by ths report 4 GENERAL INFORMATION Project full name rilkaiauher ikki Bar Ikk sh Period number t Gist Cand ard Cath pee aeara siart ste mmencee Period enversd end cates ramana Project stert date 01 04 2005 Project duration montas 43 Project coordinator name Praject eaurdinatar argenisation nare Fhtthtsh etre Data of submission za 0e z008 SUMMARY OF THE RECRUITMENT DURING THE REPORTING PERIOD Please indicate in the tables below the recruitment situation for each contractor use as many rows as necessary during the reporting period Please provide the number of persen months seent oy recruited rosearcnars within the reporting pe
40. h Period covered start date oroancor Period sovarad end dats noae Project start dte oroazanos Project durstiun maria as Project coordinator name Project coordinator organisation nema frente nbre Date of submission 240972008 SUMMARY OF THE RECRUITMENT DURING THE REPORTING PERIOD P Sp teea E onc a e e e ae Goa a E Type of elgble rasosreher recearsher nith experianon paiwasn 4 and 30 years ER or rassarchar with mare than 10 years ef axparienoe MER ie re r al eiee i an inaa y danni No of fu OTARA kai Bender Startdate af End date ot Working time Guivaleni Sa am EA TEABE eerfineat Tommin are Raa E remo o gt suo Tae eames scemo TSE 0 tanta remer nais omenen Tape S Bender Gerp dete af End gete of Wartana ame oF selection Caire irr at cs oo Re e E e ae ae TOTAL pum PERCOMTRACTOR Please note that totals will be Calculated automatically on save or submit burton calculate may be Used for this puroase as well No of Full time equivalent months covered by this recruitment during this reporting period Training partner No of Full time equivalent months covered by this recruitment during this reporting period torar pmm rorat comreacToRs Please note that totals will be calculated automatically an sava or submit burton caloulats may be usad for this puranose as wall the contract reporting pario
41. icking the hyperlink in the column ATTACHMENTS of the SUBMITTED REPORTS table The FILE DOWNLOAD WINDOW is displayed Figure A 9 v 1 04 29 01 2010 15 49 Development and Maintenance of SESAM QUEST User Manual A 4 Fill In Form This option allows filling in various Forms in a user friendly way using the FORM EDITING PAGE Figure A 11 The Forms have been designed in such a way that the possibility of errors during their completion is minimised e Radio buttons and selection lists are used for filling in questions with limited number of answers e Date fields are filled in through dedicated functionality 0 Fill in Date Field using the DATE WINDOW Figure A 13 e Country fields are filled in through dedicated functionality 0 Fill lIn Country Form Field using the COUNTRY WINDOW Figure A 14 Filling in tables with variable number of rows is supported as well 0 Fill In Table with Variable Number of Rows It is also possible to attach annexes 0 Manage Report Attachments to Reports not Questionnaires to be submitted Submission of Forms involves filling in all obligatory mandatory fields which are indicated by a red asterisk next to them Furthermore some fields may be conditionally obligatory mandatory i e obligatory under some conditions for example depending on the answer to some previous question Such fields are indicated by a green asterisk next to them Process of Form submission includes the validation of
42. k Pag 1 B Figure A 53 Upload deliverable page Delete deliverable Click the hyperlink DELETE or the REJECT link for Pending deliverables visible to Project Coordinator of one row of the Deliverables list where a version of the deliverable exists The deliverable is deleted and the DELIVERABLES MANAGEMENT PAGE is displayed presenting the changes Submit deliverable For the project coordinator only In the Deliverables in progress table click the hyperlink SUBMIT of one row of the Deliverables list where the deliverable status is READY TO SUBMIT The status is updated to SUBMITTED and the deliverable becomes therefore visible in the reports Furthermore an email is sent to the project officer informing him that a new deliverable has been submitted END OF DOCUMENT v 1 04 29 01 2010 49 49
43. k QUESTIONNAIRES inside the menu of Home page The QUESTIONNAIRE TYPE SELECTION PAGE is presented Figure A 1 _ Voorhees ee gt project management select quemionie tvoe tae Select questionnaire type lease select the tvoe of questionnaire vou nish to filin for vour orojact fina the stepe below stn the rev 2 inthe Peo type of your rojet 3 in tte Question sections select the type of questionnaire you wist te ln e xc nd apart Finda Docurtant t pravara a aubrit a propos Whats Nam Figure A 1 Questionnaire Type Selection Page With Selected Questionnaire Type 2 Specify Questionnaire type a Select instrument using the drop down list INSTRUMENT b Select project type using the drop down list PROJECT TYPE c Select Questionnaire type using the drop down list QUESTIONNAIRE TYPE 3 Click the button EDIT QUESTIONNAIRE The PROJECT IDENTIFICATION PAGE is presented Figure A 2 g eu are harat gt FeZ Homa gt Project Management gt Project 1dertiicaton gt eked Project Identification Figure A 2 Project Identification Page With Entered Project ID 4 Enter Project ID in the field PROJECT ID 5 Click the button VALIDATE In case of successful project identification the FORM EDITING PAGE is presented Figure A 11 otherwise appropriate error message is presented 6 Fill in all Form fields please refer to A 4 Fill In Form v 1
44. ntenance of SESAM QUEST User Manual 7 Delete Attachment An attachment may be deleted by clicking the hyperlink in the column DELETE of the ATTACHMENTS table The ATTACHMENTS WINDOW is refreshed reflecting the modified information about the Report attachments Manage Report Publications This option allows attaching publications to the Reports to be submitted on the reports where the publications available e g IAPP ITN Final Report In order to attach publications the following steps should be considered 1 Reach the FORM EDITING PAGE Figure A 11 displaying the Form with at list one upload field Figure A 17 by opening a previously saved Report Please refer to A 3 Manage Reports Step 6 LIST OF SCIENTIFIC PEER REVIEWED PUBLICATIONS STARTING WITH THE MOST IMPORTANT ONES Title of the Number date or Year of No Title Upload Download Main author periodical arthe wHict Sass Publisher Place of publication oiitanio A User rw Punie Jot Sith Manage Repert Publestir 2 ohn Sth Atens as 2 hi vooris eropa eugi Tonnon een row delete row Figure A 17 Table with the Upload Field Form Editing Page 2 Click inside the upload field The UPLOAD PUBLICATION WINDOW is displayed Figure A 18 Upload Publication Window Windows Internet Explorer ones 2007 2013 l Upload Publication Publication Browse Upload Figure A 18 Upload Publication Window 3 Click the b
45. o fill in various on line forms In general the high level functionality of SESAM Front Office is to e Allow Internet users to fill in Forms in a user friendly way e Store in a central repository collected Forms in the structured XML format thus allowing their further processing and performing various kinds of statistical analysis e Generate printable version of collected Forms PDF format and store them to central repository The herein document provides the comprehensive description of the SESAM Front Office functionality from the GUI usage point of view The following functionalities are described in details using a step by step approach e Submit Questionnaire allows filling in and submitting Questionnaire for specified project e Save Submit Report allows filling in saving and submitting Report for specified project and Project Participant e Manage Reports allows displaying existing Forms for specified project and Project Participant as well as additional manipulation of displayed Reports e g accessing of PDF files and attachments e Fill in Form allows filling in Forms in a user friendly way including sub functionalities like the management of publications applications for patent and exploitable foregrounds e Access User Document allows accessing User Documents e Send Email to Helpdesk allows sending emails to the helpdesk e Register as a New Participant allows registering as a n
46. oake 2 aso Saaie Pi ern steam estore 4 Sinn Charge Quionnie e at ic PETS stap sep ind Call t et Support Fin a Partner i Document Popre sua propan thle Nen 11 49 Development and Maintenance of SESAM QUEST User Manual Data Import Window Webpage Dialog O P CORDIS 2002 2006 Data import Do you want to import the data from an already submitted RTN Periodic Activity Report If yes please select the participant index and reporting period and click the button Yes otherwise click the button No to proceed without importing the data Participant index i Reporting period Other Yes No Figure A 7 Data Import Window Webpage Dialog Data import Do you want to import the data from an already submitted form If yes please select the participant index and reporting period and click the button Yes otherwise click the button No to proceed without importing the data Report ITN Progress Report Participant 7 index rats il Hin Figure A 8 Data Import Window e In case that data cannot be imported from some previously submitted Report e g the Report to be created is not periodic one or there are no Reports submitted for previous reporting periods the FORM EDITING PAGE is presented Figure A 11 v 1 04 29 01 2010 12 49 Development and Maintenance of SESAM QUEST User Manual e Incase that the Project Pa
47. orms one or more actions Form General term used to describe any kind of feedback or survey form Questionnaire Report Vacancy Uncompleted Report Vacancy Completed Report Vacancy that can be submitted through QUEST Form created by anonymous user Form created by authenticated user username password combination Job Vacancy managed in SESAM in order to be exported to EURAXESS finally Report Vacancy that is temporarily saved within the system eventually to be completed and submitted extracted in case of Vacancy Report Vacancy that is completed and submitted by the Project Contractor different than Project Coordinator eventually to be checked and submitted extracted in case of Vacancy by the Project Coordinator v 1 04 29 01 2010 3 49 Development and Maintenance of SESAM QUEST User Manual Intermediate Report Vacancy Submitted Report Exported Vacancy Replicated Report Project Contractor Project Coordinator Project Reviewer Project Participant Link Active Link Pending Link Common term for Uncompleted and Completed Reports Vacancies Report that is completed and submitted within the system Vacancy that is completed and submitted within the system being exported to EURAXESS Kind of Submitted Report which was completed and submitted within the system but afterwards rejected by the Project Officer using QUEST 1 in order to be corrected Person representing one
48. r od Type of sligible researcher researcher with experience between 4 end 10 years ER or researcher wth more than 10 years of experience MER LFR Less Favoured Region nttp euraaa eunint comrnsregional_palicy abjectivel regions_enhtn No of full time ame of the oroin SAE Ast months Researcher ite te of End date of Working covere is as statedat Experience Type Sender Pectantennt necrartrent eane aaa aratma sslecton country urr a ported revestcher erao veero EN mooning Floceuga ves W mee Wf oneens iemenooo trume oa insettraring partner delete training perine Name of the onan 2 Ge stated at Experience Tyve Gender Satiate nn Ent doie oti Toha Jeavered by mis tme oF commitment ygrutmen Eora country urr Jurina the sare Freseercher tp ER AO veers Outgoing SLv Laiwia vov Sf remie xf onmsmcoo aameno00 ramele 0 0 researcher pt ERGO years Sef Ougoing m PTAatugsi ves sf Male wf oanencon ameno ramme o TOTAL PMN PER CONTRACTOR Please note thst totais wil be calculated automatically on sava or submit button ealeulats may be used for this purpess as wall Coordinator trae te Frias or a ime equwaient monhe to be delivered according to the contract 00 Nov of full ie equivalent months covered by this recruitment during this reporting period Training partner on No of full time equivalent months covored by this recruitment during this reporting period TOTAL PMM FOR ALL CONT
49. r the FP6 project The resulting layout is v 1 04 29 01 2010 40 49 Development and Maintenance of SESAM QUEST User Manual ae 1 Create n nen report by slicing the button Creste New Repor 2 Continus eng an esieting resort by dicing the lnk in the column Form nama of the table intermediate Report for target Raport 2 Delete an enstng resort by cheking the Inke nthe column Delete tthe table Tntemediate Reor fortarget epert Project Information 12385 Batmani seamh Raport typu RTN Fanodie Actuty Repot E accpant 1 Leidon University Nodical Cort X Intermediate Reports aes cies rea Pesiod Dale created Date lastupdated e Delete Print hes ETL eiadic acii Senor 1 18 02 2009 17 38 42 CET 18 02 2008 17 542 CET Uncomoleted delate ovat da Reporting parad Z Creare New Report Report status Suied Usaeame Particmant index Form name Attachments period pate submited jehra 1 ETN Serine A Raped S 1022009 17 1728 CET Subritied Count of Question Questionnaire type count azasament Quesonnaire 30 Followup Questionnaire s Mid Term Assessment questionnaire 4 Scintit in Charge Guasinnaice hersen Dotare taret HES gt nae scones Sle resoa v MAR maa MSM me Select Report Ser oe cone nt tt stn hats FE FRE sen by steo s Find a Calls Get Suports Find a Pacer Find a Document Prepare amp submit a progosal What s New Figure A 43 Report Selection Page FP6 layout
50. refer to A 4 Fill In Form Please proceed with Step 10 b v 1 04 29 01 2010 13 49 Development and Maintenance of SESAM QUEST User Manual A 3 Manage Reports This option allows displaying existing Forms for specified project and Project Participant as well as additional manipulation of displayed Reports e g accessing of PDF files and attachments In order to manage Reports the following steps should be considered 1 Reach the REPORT SELECTION PAGE Figure A 6 Please refer to A 2 Save Submit Report 2 Select Report Type A type of Reports to be managed may be modified by using the drop down list REPORT TYPE The REPORT SELECTION PAGE is refreshed displaying in the tables INTERMEDIATE REPORTS and SUBMITTED REPORTS existing Reports of selected type 3 Select Project Participant A Project Participant for which to manage Reports may be modified by using the drop down list PARTICIPANT The REPORT SELECTION PAGE is refreshed displaying in the tables INTERMEDIATE REPORTS and SUBMITTED REPORTS existing Reports of selected Project Participant a For Project Coordinators the drop down list PARTICIPANT contains all Project Participants as well as entry ALL representing all Project Participants In this way Project Coordinators may access Completed Reports of other Project Contractors in order to check and submit them finally 4 Select Reporting Period Drop down list Reporting Period contains the remaining values of period s
51. rop down list PROJECT ID 3 Click the button WORK WITH The WORK WITH A PROJECT PAGE is presented Figure A 5 Figure A 5 Work with a Project Page 4 Click any of the available links in the menu REPORTS REVIEW REPORTS ASSESSMENT REPORTS DOCUMENTS AMENDMENT REQUESTS NOTIFICATIONS The REPORT SELECTION PAGE for specified project and particular Project Participant is presented Figure A 6 5 Specify Report a Select form type using the drop down list REPORT DOCUMENT AMENDMENT NOTIFICATION TYPE b Select participant using the drop down list PARTICIPANT c If applicable select REPORTING PERIOD for which the report will be submitted 6 Open Report for editing a Create new report i Click the button CREATE NEW REPORT DOCUMENT AMENDMENT REQUEST NOTIFICATION v 1 04 29 01 2010 9 49 Development and Maintenance of SESAM QUEST User Manual e Incase that data may be imported from some previously submitted Report e g the Report to be created is periodic one and there are Reports submitted for previous reporting periods the DATA IMPORT WINDOW is presented Figure A 7 or Figure A 8 To proceed without data import click the button No the FORM EDITING PAGE is presented Figure A 11 displaying the Report without imported data Otherwise specify the Report from which to import the data by selecting the participant index the drop down list PARTICIPANT INDEX and reporting period the drop down list
52. rticipant is a Project Coordinator s he should not be able to create new Reports for other Project Contractors if not explicitly linked through QUEST to the particular Project Contractor b Open previously saved Report ily Click the hyperlink in the column FORM NAME of the INTERMEDIATE REPORTS table for target Report The FORM EDITING PAGE is presented Figure A 11 displaying the selected Report e Project Contractors different than Project Coordinator should not be able to edit Reports with status COMPLETED 7 Fill in Form please refer to A 4 Fill In Form 8 Save Submit Report a Save Report i Click the button SAVE The REPORT SELECTION PAGE from which complete action was initiated is presented Figure A 6 b Submit Report i Click the button SUBMIT e In case of successful submission i e if all Form fields are properly filled in the REPORT SELECTION PAGE from which complete action was initiated is presented Figure A 6 o Incase of Project Participant different than Project Contractor instead of being stored as Submitted Report the Report is stored as a Completed Report and displayed in the table INTERMEDIATE REPORTS with status COMPLETED Afterwards the Report may be further edited and submitted finally by the Project Coordinator e In case of unsuccessful submission i e if some Form fields are not properly filled in the refreshed FORM EDITING PAGE is displayed clearly presenting the invalid fields please
53. rview table With Partners shorename NLU Legal name NORSKINSTIVUTE FOF pre fost cen ane M maan POET Update Parner Cancal Edition Project Partners Short name Legal name rc startdate end dato status actions z pe udaa my NORSK INSTITYUTE FOR LUFTFORSKNING S901798 owto oe7 aozo vaumareo adate s Ss9012027 os os 2oos oaos 20o9 valmateo Hadaia eee INSTITUT DE PHYSIQUE DU GLOBE DE PARIS 5 05 05 What ie F77 FP step by ste Find Calls Get Supports Find a Parner Find a Oociments Prepare B submit a prapcan What s QUEST version 74 7 0 in TEST environment Figure A 31 Update partner 6 Delete partner Click the DELETE link or the REJECT link for Pending partners visible to Project Coordinator The partner row is removed from the system and the partners list is refreshed accordingly 7 Validate partner For project coordinator only click the VALIDATE button of one row having status PENDING The status is updated to VALIDATED and the partner becomes therefore visible in the reports Manage fellows data This option allows managing the fellows data lists to the Reports to be submitted on the reports where the fellows data available e g COFUND Final Report In order to manage the fellows data list the following steps should be considered 1 Click the FELLOWS DATA link from the WORK WITH A PROJECT PAGE Figure A 5 or reach the FORM EDITING PAGE Figure A 11 displayin
54. t FEZ ie eme Deliverables Management Submitted deliverables Deliverable ale P Mature Per Dissemination Delivory date from Annex 1 pro Actual satme Stus contractual Action ina month date bat wr Lead io 2 14 11 2008 Received Yes woa 14 11 2008 Accepted 14 11 2008 Yes 2 14 11 2008 Accepted 14 21 2008 Yes 3 14 11 2008 Accepted 14 11 2008 Yes 3 10 08 11 2008 Accepted 14 11 2008 Yes 7 10 14 11 2003 Accepted 14 11 2008 Yes Deliverables in progress Deliverable WP Lead Dissemination Delivery date from Forecast gaz StS Comractuatlacuon m BD version Wr beneficiary ature fay Annex T proj month date Date a inoncalAeaot 10 1 Plor Financial Hoh bevt2 2005 aut to Siennas 10 16 Cogrinator Gente OM zanaren Drott No Upload Othar Quest ver in TEET enorme Figure A 52 Deliverables management page Upload deliverable In the Deliverables in progress table click the hyperlink UPLOAD of one row of the Deliverables list where the deliverable is expected The UPLOAD DELIVERABLE PAGE is displayed Figure A 53 Browse for the file to upload by clicking the BROWSE button If the selected deliverable is contractual i e if its corresponding Contractual flag is set to Yes then the other fields are prefilled and displayed for information Otherwise if the deliverable is not contractual the following fields are editable e Title e flag Related to a reporting period e Reporting period
55. t is refreshed accordingly Otherwise the system displays an error message 4 In the pane FELLOWS DATA the list of Fellows data can be managed e Chose an Host Organization enter the NAME AND FIRST NAME E MAIL GENDER NATIONALITY COUNTRY OF RESIDENCE DISIPLINE OF THE PROJECT DURATION WITHIN REPORTING PERIOD IN MONTHS FELLOWSHIP DURATION AT EACH HOST IN MONTHS STARTING DATE OF THE FELLOWSHIP NAME OF THE FELLOWSHIP SCHEME AS IN ANNEX I TYPE OF MOBILITY EU CONTRIBUTION PER FELLOW YEAR AND CHECK WHETHER THE FELLOW HAS BEEN ACTIVE IN THE HOST ORGANISATION BEFORE TRE FELLOWSHIP The TOTAL EU CONTRIBUTION WITHIN REPORTING PERIOD will be computed automatically from the DURATION WITHIN REPORTING PERIOD and the EU CONTRIBUTION PER FELLOW YEAR e Click the ADD FELLOWS DATA button The fellows data is added and the fellows data list is refreshed to display the changes e Update Fellows data Click the link UPDATE of a row from the fellows data list The field values are displayed on top of the page Modify these values and click the UPDATE FELLOWS DATA button to save the changes as presented in Figure A 35 Click on Cancel Edition if you want to cancel the edition of the fellows data v 1 04 29 01 2010 34 49 Development and Maintenance of SESAM QUEST User Manual tman maias Figure A 35 Update fellows data e Delete fellows data Click the DELETE link
56. ticipant rs gaining the assess for submission ae each new project inyaved in mors thar one srajc or ae mere shan sna paricioart on 9 ond he rs my rere doco Ie Poe beyond ie ra formalin and ch the bio Nets aroced wih registration yourself as new pactipat Project Identification CA Mare Cun z lien Genet hate F972 FP7 stap by stepi nd a laport i Find a Partner Rnd a Document Prepare a submit a proposal Whats New Figure A 38 New Participant Registration Page 2 Provide project identification information a Select instrument using the drop down list INSTRUMENT b Select project type using the drop down list PROJECT TYPE C Enter Project ID in the field PROJECT ID 3 Click button NEXT The NEW PARTICIPANT REGISTRATION PAGE is presented Figure A 39 4 Provide Project Contractor or Project Reviewer identification information a Provide Project Coordinator identification information i Select PROJECT COORDINATOR from the drop down list PROJECT PARTICIPANT TYPE b Provide Project Contractor identification information i Select PROJECT CONTRACTOR from the drop down list PROJECT PARTICIPANT TYPE ii Select PARTICIPANT NAME from the drop down list PARTICIPANT v 1 04 29 01 2010 38 49 Development and Maintenance of SESAM QUEST User Manual lotr Smith eann sodas tone Register as new participant tapes paris eve th erita usare musiva in mors th
57. utton BROWSE and browse for the attachment The path of the selected file is displayed inside the field in front of the button BROWSE 4 Click the button UPLOAD The button UPLOAD becomes disabled and the uploading of the selected file is initiated After the file upload is finished publication file name is displayed in Title and Upload fields The title name of uploaded publication can be changed 5 Access Publication Click the button DOWNLOAD The FILE DOWNLOAD WINDOW is displayed v 1 04 29 01 2010 23 49 Development and Maintenance of SESAM QUEST User Manual 6 Delete Publication The publication file is deleted automatically by deleting row where the publication file is uploaded Manage publications list This option allows managing the publications lists to the Reports to be submitted on the reports where the publications available e g CP CSA NoE Final Report In order to manage the publications list the following steps should be considered v 1 04 29 01 2010 24 49 Development and Maintenance of SESAM QUEST User Manual 1 Reach the FORM EDITING PAGE Figure A 11 displaying the Form containing the List of publications as presented in Figure A 19 Soka peed ethan aas Figure A 19 Table of publications Form Editing Page 2 This table is automatically loaded with the publications associated to the current project Having said that if the list must be updated click the ADD OR MODIFY PUBLICATIONS
58. vileges The vacancies are sorted by Update date in descending order If the Export date for the exported Vacancy is more than 3 months in the past due to the EURAXESS business rules its update is not possible anymore hence instead of EDIT DELETE links only the VIEW will be available v 1 04 29 01 2010 44 49 Development and Maintenance of SESAM QUEST User Manual 2 Open Vacancy for editing a Create new Vacancy i Click the button ADD NEW JOB VACANCY The VACANCY EDITING PAGE is presented Figure A 49 Figure A 50 pensteiytoy art here gt 0 ems gt Project Management gt eb Varane enait moma Job Vacancy tegt INSTRUCTIONS Paar bs erparting af he Vacancy tthe Portal yau naed to akain the orgarenion account ak he Partal uing the weh term onthe EURAMESS Jobs Partal st plase enaure you selected he oine For Te Editing Procedure fel ite anes itucsmsiaes ancimctsce Sate For mora information about the form fields click here Organisation Account at Researcher s Mobility Portal Job Description esearch Framework programme Marie Curie Actions Jh Reavers umber Sub research Fee aT a Requita suite Required sidls hl a Yours Experience Proficiency SEs Further Requirements Figure A 49 Vacancy Editing Page for Project Coordinator partial v 1 04 29 01 2010 45 49 Development and Maintenance of SESAM QUEST User Manual
59. xploitable foreground is added and the exploitable foregrounds list is refreshed to display the changes 5 Update Exploitable Foreground Click the link UPDATE of a row from the exploitable foregrounds list The field values are displayed on top of the page Modify these values and click the UPDATE EXPLOITABLE FOREGROUND button to save the changes as presented in Figure A 28 Click on Cancel Edition if you want to cancel the edition of the publication okos i are here gt FED Home gt Project Management gt Explain Feregraunds List Haidas Exploitable Foregrounds List Exploitatie Foreground description e ega exploitable product s or measure s Fases Sectorts af application Tina bey cateanerefal ic fonmeca Patents or other ren exploitation licenses PRS Owner amp Other Beneficiary s involved foncier inched Update ExpiotabisFareground Cancel E tion Project Exploitable Foregrounds Exploitable Foreground Exploitable product s Sedtor a of Timetable Patents or other TPR Owner B Other Esa atscrston ormmeasurets pplication commercial use exploworon censes eneticinry s involved Siebie Actions ov foreground measures sector commercial use R123 bereicery involved VALIDATED gedas eration product o ime patent owner vaumpaen udas EP ste by step Find a Cal Get Suppor s Find a Partners Find a Document i Prepare 6 submit a proposal What s New QUEST version 7 4 8 0 in TEST environm

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