Session open to beneficiaries/coordinator
Editable screens:
- Coordinator can edit ALL data that the externals are supposed to edit: the common data (like "General Information", "Work Packages", "Milestones", …,) and data of a specific beneficiary, or third party.
- Beneficiary can view all the data of the project, but it can edit only the data of itself.
- EC staff can view the data of the project and they can edit specific data "reserved" for internals to edit: "GA Option", prefinancing amount, "GA Information", "Reporting Periods", Duration, Joint and Several Liability flag.
*** N.B. The application is currently still asking the coordinator and beneficiaries to indicate their PLSign (LSign dedicated for this specific project). However, this is a bug that will be corrected in a future release. In fact, the only PLSign that is mandatory to finalise the Grant agreement is the one of the Coordinator as his name will appear in the GA itself. If the name appearing in Sygma is not the correct one, it has to be changed through the Identity and Access Managment tool in the Portal How to Nominate/revoke a Role and if several have been introduced in the Participant Portal, the one that will be thicked will appear in the GA but the others that were designated will be allowed to sign.
For the other beneficiaries, a PLSign should be nominated BEFORE the signature of accession forms. Consequently, this means that the abscence of a beneficiary PLSign doesn't prevent the generation and the finalisation of the Grant Agreement and the Sygma warning can be ignored, it will be corrected soon.
Summary:
| SyGMa screens | Coordinator | Non-coordinator beneficiary | EC staff |
|---|---|---|---|
| Beneficiaries (general information) | Edit all data | Edit only its data | View (Change Coordinator) |
| Beneficiaries Partner Summary | Info normally read-only except for: the option to edit Short Name and Add a department | Edit only its data | View |
| Beneficiaries Financial Information | Edit all data | Edit only its data | View |
| Beneficiaries Project Representatives | Info imported from the Participant Portal - not editable. The coordinator has to tick one of the names if several have been selected as PLSign in the Participant Portal, as the ticked name will appear in the GA (any PLSign may sign). *** (see note at the beginning of this table) For the other beneficiaries, no need to do anything. (Currently there is a warning, which will be corrected soon).*** (see note at the beginning of this table) | Edit only its data | View |
| Beneficiaries Bank Account | Edit all data | Edit only its data | View |
| Beneficiaries Linked Third Parties | Edit all data | Edit only its data | View |
| (Grant Agreement) General Information | Edit all data All except duration | View | Edit Only Duration |
| Reporting Periods | View | View | Edit |
GA Information | View | View | Edit |
GA Options | View | View | Edit |
Financial Information | View | View | Edit (only the pre-financing data) |
LF Overview | View | View | View |
Work Packages | Edit all data | Edit only its data | View |
Deliverables | Edit all data | Edit only its data | View |
Milestones | Edit all data | Edit only its data | View |
Reviews | View | View | Edit |
Critical Risks | Edit all data | Edit only its data | View |
| Ethics | View | View | Edit |
Session open to EC staff
Editable screens:
- Internals: full edit to all the data.
- Externals: only view, no edit.
Summary:
| SyGMa screens | Coordinator | Non-coordinator beneficiary | EC staff |
|---|---|---|---|
| Beneficiaries (general information) | View | View | Edit |
| Beneficiaries Partner Summary | View | View | Edit |
| Beneficiaries Financial Information | View | View | Edit |
| Beneficiaries Project Representatives | View | View | Edit |
| Beneficiaries Bank Account | View | View | Edit |
| Beneficiaries Linked Third Parties | View | View | Edit |
| General Information | View | View | Edit |
| Reporting Periods | View | View | Edit |
GA information | View | View | Edit |
GA Options | View | View | Edit |
Financial Information | View | View | Edit |
LF Overview | View | View | Edit |
Work Packages | View | View | Edit |
Deliverables | View | View | Edit |
Milestones | View | View | Edit |
Reviews | View | View | Edit |
Critical Risks | View | View | Edit |
| Ethics | View | View | Edit |