Enables the association of researchers to the project as either co-ordinating/chief (CI), principal (PI), or associated researchers.

Since there is also a need to associate a person as a contact (who may or may not be a researcher) then this area does this as well.

 

The principal (PI) researcher is the main researcher reference of interest to the project, hence an option to select the PI is also available on the Project > Edit page.

 

In addition to specifying the CI / PI role type of the researcher on the project, other options can also be selected, namely :-

 Allows editing of the link, specifically the notes.

 Chief Investigator - select to change the CI/PI (as per the Project > Edit page).

 Contact - this is the contact (who may or may not be a researcher) to whom mail and faxes are sent, and phone calls made.

 Mail To Researcher - this is the researcher to whom all correspondence should be directed/addressed. In most cases, this person will be the CI or PI. By default, the system makes the first researcher added to the project (generally via the Project > Edit page) the Mail To researcher. It is important because this setting is used to produce letter heads, and labels. Note that where the Mail To and Contact researchers are different, the mailing label will be in the format :-

Mail To Researcher Name

c/- Contact Researcher Name

Contact Researcher address details...

and the correspondence itself will only make mention of the Mail To Researcher.

 Invoice To Researcher (only available if the project is billable) - the researcher to whom invoices will be sent.

 Researcher CV (Resume), with the following indicators :-

• - no document associated (yet),

• - document is associated, and clicking the icon will open the document,

• - a document is specified, and was uploaded, but cannot be found.

 /  The researcher can also be made active/inactive on the project. This option is also a mechanism to clear other options for a project researcher, by toggling them to inactive, which removes all other selected options, then activating them again.

 

The tooltip over the  option on the projects page provides details of all three (3) types of contact, as well as relevant links based on their contact types (e.g. email,web page, etc). The Mail To and Invoice To researchers will also be indicated if specified.

 

Researcher details must be entered and modified via the Administration > Researchers section. 

This includes the contact; who may not be an actual researcher.

 

Researchers can also be linked to Users via the Administration > Users > User Edit page (for Researcher type users).

If they are linked, then the interface shows the  icon on the list for that Researcher.

In addition, the user now gets to 'see' this project by default; as per the Project Users page.