expert area in the participant portal niamh delaney (rea) participant portal external user group...

Expert area in the Participant Portal

Niamh DELANEY (REA)Participant Portal External User Group meeting

September 9, 2013

Outline of Presentation

1. Introduction2. Expert Registration3. Next release: what changes?4. New features for H2020

Characteristics of new features Bank Account/Legal Entity Contract signature Request for payment

1. Introduction

The Expert area in the Participant Portal is a front-end platform for experts interactions with the research DGs and Agencies.

The system was launched in July 2012 and currently serves as a registration service for experts to submit their profile (replaces CORDIS) with a view to being considered for an assignment with the Commission/Agency.

53,125 experts currently registered of which 42,915 are valid profiles.

2. Expert registration

One of the main objectives of the new registration service was to enhance the quality of the data:

data is collected in a structured format to ensure consistency and improve the search functionality;

rules requiring experts to complete all fields in order to have a valid profile.

Only valid profiles are visible to the Commission back-offices when running their expertise search.

2. Expert registration Experts complete 6 sections to register their profile

Progress indicator

Navigation area

Help section

Status area

3. Next release: what changes?

EACEA joining 10 September 2013.

Experts will access the Registration Service from two different locations: Experts wishing to take part in Research programmes will access the service

from the Participant Portal.

Experts wishing to take part in Education, Audiovisual and Culture programmes will access the Registration Service from the Education, Audio visual & Culture Executive Agency page on Europa.

The forms are common for experts for all programmes with some specificities notably the area of expertise section with different 'tree structures' for specialist fields and pre-defined themes.

3. Next release: what changes? Data privacy section moved to the start

3. Next release: what changes? The programme selected on the first page determines

the area of expertise trees

4. New features for H2020 Area of expertise section to be revised for H2020

4. New features for H2020 Experts will submit their 'legal entity' (identity

details) & bank account via online forms;

Experts will sign their contracts electronically based on ECAS authentication;

Experts' will make their request for payment online once their assignment has been completed.

4a. Characteristics of new features When an expert needs to take an action, they are

notified by email with a link to the relevant page in the Portal.

The expert can also access the request/relevant document by logging into the Portal and going to the 'My contracts' tab.

4b. Bank Account/Legal Entity

4b. Bank Account/Legal Entity

4c. Contract signature

4c. Contract signature

4c. Contract signature

4c. Contract signature

4c. Contract signature

4c. Contract signature

4d. Request for payment

4d. Request for payment

4d. Request for payment

4d. Request for payment

4d. Request for payment

4c. Request for payment

4d. Request for payment

4d. Request for payment

4d. Request for payment

Questions?