EU Funding & Tenders Portal

F&T Portal IT How To

IT How To


Table of contents



Completing Continuous Reporting tabs


Description

The Researchers involved in the project questionnaire is made available during both Continuous and Periodic Report to all Horizon Europe types of action and it is included in the Technical part (Part A).

Data (information on the researcher) originally included in the Grant Agreement are retrieved from GAP and available for editing via the Continuous Reporting. 

(lightbulb)For personal data protection reasons, the personal information of the researcher will not be included in the generated PDF.

When adding/editing the data about researchers, some information can be automatically retrieved from My Person Profile section of the Funding and Tenders Portal.

This particular data will be displayed read-only and can be updated only if the information in the Portal is also updated (more details can be found below ).   

(lightbulb)The Project Coordinator can view/create/update/delete linked researchers as well as researchers of beneficiaries and their linked Third Party (if any)

Relevant screens in the Grant Management Services 

The questionnaire contains the researchers data to be defined by the consortium during the Project Continuous Reporting.


(lightbulb)If no researchers are involved in the Project, flag the corresponding checkbox (or leave it flagged).


(lightbulb)If there are researchers involved in the Project, you will need to unflag the checkbox and add them to the table using the Add researcher button. 


ActionHow to perform the action

Add Researcher and:

  • complete manually all the mandatory data fields 

or

  • add manually the Project relevant data and automatically the researcher's personal data (using the information provided by the researcher in the My Person Profile section of the F&T Portal) 




Complete manually all mandatory data fields: 

  • Click Add researcher to add a researcher and manually complete all mandatory data fields.

Complete the mandatory fields are marked with *(partner, e-mail, role of researcher, contract duration, first name, surname, gender, nationality, career stage)


    • Click Add Identifier to add an identifier. 

    • Complete the necessary fields (mandatory ones are marked with *) and click Add in the "Add Identifier" pop-up window.

      • To edit the identifier you just need to click on the corresponding row, make the necessary changes and click OK in the "Edit Identifier" pop-up window. 

      • To delete the identifier, click on the corresponding red X.  

  • Once finished, click Add in the Add Researcher data pop-up. 

Add manually the project relevant data and automatically the researcher's personal data

(lightbulb) Some information (for the Person Profile Data and Personal Identifiers sections) can be automatically retrieved from the My Person Profile section of the Funding and Tenders Portal.

To use that information you need first to insert the e-mail of the researcher and then click Import profile


(lightbulb) Note that only the information that the researcher made public () in the My Person Profile will be retrieved and displayed in read-only mode.

The information not retrieved via the import functionality will need to be added manually.

Complete all mandatory data fields and, once finished, click Add in the Add Researcher data pop-up. 



Edit Researcher 

To edit the data for a specific researcher, click the corresponding row and make all the necessary changes. When finished, click OK

(lightbulb)The read-only data (retrieved from My Person Profile) can be changed/updated only after the researcher updates his/her data in the F&T Portal.

For example, if a personal identifier has been added automatically, it can be removed only if it has been deleted by the researcher in the Portal.    

Afterwards, in Sygma, click on Check for updates. The data will be synchronised with the one provided by the researcher in the Portal. 

 

To finalise click OK

Delete Researcher


To delete a researcher, you need to click on the red X in the corresponding row and confirm your action. 


After having completed the questionnaire, click to save your data.