Commit d30ba367 authored by Ewa Smula's avatar Ewa Smula
Browse files

participants added

parent bc41e7f5
......@@ -6,7 +6,7 @@ order: -1
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<small>
[User guide]({{ "/manual/" | relative_url }}) &raquo; [*5. Contract Management*]({{ "/manual/#5-contract-management" | relative_url }}) &raquo; [*5.2 Manage Contract Details (**GO BACK to main page**)*]({{ "/manual/#52-manage-contract-details" | relative_url }})
[User guide]({{ "/manual/" | relative_url }}) &raquo; [*Contracts (**GO BACK to main page**)*]({{ "/manual/#23-contracts" | relative_url }})
</small>
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......@@ -27,7 +27,6 @@ order: -1
The *Contract Management* module allows recording legal documents signed in the context of research activities. Contracts are typically linked to *Projects* and provide the necessary traceability for the GDPR compliant provision and transfer of data.
<!-- <a name="CM1"></a> -->
## 5.1 Create New Contract
<mark>In order to create a new contract:</mark>
......@@ -36,7 +35,7 @@ The *Contract Management* module allows recording legal documents signed in the
<span style="display:block;text-align:center">![Alt]({{ "img/contract_menubar.png" | relative_url }}){:width="800px"}</span>
2. Click the add button from the Contract Search Page.<br />
![Alt](../img/add_button.png)
<span style="display:block;text-align:left">![Alt]({{ "img/add_button.png" | relative_url }}){:width="100px"}</span>
3. You will see an empty Contract Form. The *Project* field is optional, meanwhile, in practice most contracts are signed in the context of a research project. In the *Roles* field, you are expected to select one or more GDPR role that identifies your institutions roles as described in the Contract. The roles are: *Controller*, *Joint Controller* and *Processor* ([find out more about the GDPR roles](https://edps.europa.eu/sites/edp/files/publication/19-11-07_edps_guidelines_on_controller_processor_and_jc_reg_2018_1725_en.pdf)).
In the *Other comments* section you may describe the nature of the document or if the document has an ID/REF e.g. from a document management system, you may put it in. Just like projects and datasets, when creating contracts you are expected to provide a local responsible in the *Local Custodians* field. As stated before, one of the Local Custodians must be a user with VIP Privileges.<br />
......@@ -51,41 +50,22 @@ In the *Other comments* section you may describe the nature of the document or i
<span style="display:block;text-align:center">![Alt]({{ "img/contract_created.png" | relative_url }}){:width="800px"}</span>
<!-- <a name="CM2"></a> -->
## 5.2 Manage Contract Details
<!-- [**See how to manage contract details here.**]({{ "/manual/contract_management_details" | relative_url }}) -->
After initial creation the contract will be in a skeletal form and would need further input on its signatories and document attachments. As per above image, you can add following contract details:
- Participants ([**more details here**]({{ "/manual/contract_management_details" | relative_url }})).
- Documents (described in section [Manage Project Documentation]({{ "/manual/project_management_details/#325-manage-project-documentation" | relative_url }})).
<!--
After initial creation the contract will be in a skeletal form and would need further input on its signatories and document attachments.
### 5.2.1 Manage Contract Partners (Signatories)
Contracts have multiple signatories. These can be managed via the **Partners (Signatories)** detail box.
1. Click the plus button on the **Partners (Signatories)** details box, as seen below.<br />
![Alt](../img/contract_add_partner.png)
2. You will see the **Partner and role** addition form. In this form, you will be asked to select the _Partner_ as well as the GDPR _Roles_ that this partner assumes in the contract. You can select more than one role. It is also mandatory to provide a contact person that is with the selected partner institute. You can either select from the list or you can add a new contact if it does not already exist.
![Alt](../img/contract_add_partner_form.png)
3. Once you fill in the information and click SUBMIT the partner will be added to the list of signatories, as seen below. Partners can be removed from a contract by clicking on the trash icon that will appear when hovering over the items in the **Partner and role detail box**.<br />
![Alt](../img/project_ref_user_search.png)
- Participants
Contracts have multiple signatories. These can be managed via the *Partners (Signatories)* detail box.
### 5.2.2 Manage Contract Documents
1. Click the plus button on the *Partners (Signatories)* details box, as seen below.<br />
<span style="display:block;text-align:center">![Alt]({{ "img/contract_add_partner.png" | relative_url }}){:width="800px"}</span>
2. You will see the *Partner and role* addition form. In this form, you will be asked to select the _Partner_ as well as the GDPR _Roles_ that this partner assumes in the contract. You can select more than one role. It is also mandatory to provide a contact person that is with the selected partner institute. You can either select from the list or you can add a new contact if it does not already exist.
<span style="display:block;text-align:center">![Alt]({{ "img/contract_add_partner_form.png" | relative_url }}){:width="800px"}</span>
3. Once you fill in the information and click SUBMIT the partner will be added to the list of signatories, as seen below. Partners can be removed from a contract by clicking on the trash icon that will appear when hovering over the items in the *Partner and role detail box*.<br />
<span style="display:block;text-align:left">![Alt]({{ "img/contract_add_partner_result.png" | relative_url }}){:width="800px"}</span>
You may attach PDF, word documents, scans, via the **Documents** detail box. Document management is common throughout DAISY modules. It is describe [here](#325-manage-project-documentation).
<!-- [here](#PM25). -->
---
<div style="text-align: right"> <strong><a href="#top">Back to top</a></strong></div>
<br />
- Documents
You may attach PDF, word documents, scans, via the *Documents* detail box. Document management is common throughout DAISY modules. More details in section [Manage Project Documentation]({{ "/manual/project_management_details/#325-manage-project-documentation" | relative_url }})).
---
<div style="text-align: right"> <strong><a href="#top">Back to top</a></strong></div>
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