Administering researchers enables them to be added, edited, and disabled. Disabling stops them appearing in any selection list for projects.

In addition, they can have numerous address and contact details, as well as designating one of each as a primary address/contact; these in turn appear in the tooltips of the project listing page for the project researchers.

By default, the list is ordered by :-

•Last Name,

•First Name.

 

There are two (2) ways of filtering the researchers list :-

1.Using the  advanced filter (see details on filter criteria here) or

2.Entering basic text into the search text box and selecting the ‘Filter’ button.

In either event, the tooltip for the filter text box displays the filtering criteria that will be used. Refer to the advanced filter section for more details.

 

Two (2) document types can be stored against a researcher :-

•Curriculum Vitae (CV/Resume), and

•Non-Disclosure Agreement / Confidentiality Agreement (NDA/CA).

These can be viewed in the Researchers list, and the CV is also viewable on the Project Researchers list.

The system can also attempt to convert uploaded documents to the PDF format if required. By selecting the 'To Pdf?' option before saving, the system attempts the conversion, and if successful, references the converted PDF; otherwise the original file is kept and referenced. Note that the default value for the 'To Pdf?' option is defined in configuration, so can be changed to suit your preference.

Where E-Docs is enabled, you can also associate an uploaded E-Doc (document  type only) directly from a drop down.

n.b. that if you browse and select a document, and select an E-Doc, the selected document 'wins', and the E-Doc selection is ignored.

n.b.b. if you select the same E-Doc for both the Resume and NDA, then it will only be allocated against the resume.

Researchers Resume/CV (and NDA/CA) appear throughout the system via these icons on paginated lists and some tooltips :-

 - 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.

 

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 and edit pages for that Researcher.

In addition, the user now gets to 'see' all projects where the Researcher is associated via the Project Researchers page.

The Project Users page indicates this automatic link for the Researcher user, with details in the tooltip of the  icon.