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Expert area in the Participant Portal

Expert area in the Participant Portal. Niamh DELANEY (REA) Participant Portal External User Group meeting September 9, 2013. Outline of Presentation. Introduction Expert Registration Next release: what changes? New features for H2020 Characteristics of new features

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Expert area in the Participant Portal

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  1. Expert area in the Participant Portal Niamh DELANEY (REA) Participant Portal External User Group meeting September 9, 2013

  2. Outline of Presentation • Introduction • Expert Registration • Next release: what changes? • New features for H2020 • Characteristics of new features • Bank Account/Legal Entity • Contract signature • Request for payment

  3. 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.

  4. 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.

  5. 2. Expert registration • Experts complete 6 sections to register their profile Progress indicator Status area Navigation area Help section

  6. 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.

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

  8. 3. Next release: what changes? • The programme selected on the first page determines the area of expertise trees

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

  10. 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.

  11. 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.

  12. 4b. Bank Account/Legal Entity

  13. 4b. Bank Account/Legal Entity

  14. 4c. Contract signature

  15. 4c. Contract signature

  16. 4c. Contract signature

  17. 4c. Contract signature

  18. 4c. Contract signature

  19. 4c. Contract signature

  20. 4d. Request for payment

  21. 4d. Request for payment

  22. 4d. Request for payment

  23. 4d. Request for payment

  24. 4d. Request for payment

  25. 4c. Request for payment

  26. 4d. Request for payment

  27. 4d. Request for payment

  28. 4d. Request for payment

  29. Questions?

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