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rdms:workflows:participate [2025/02/07 09:38] – final edit giuliordms:workflows:participate [2025/02/11 12:56] (current) – changed order burcu
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 ====== Project Participation Request ====== ====== Project Participation Request ======
  
-One of the workflows available in the RDMS is the Project Participation Request workflow. As the name suggests, this workflow allows you to request participation in a project you are currently not a part of. In the screenshot below, you can see the main page of the workflow (zoomed out for clarity). +One of the workflows available in the RDMS is the Project Participation Request workflow. As the name suggests, this workflow allows you to request participation in a project you are not currently a part of. In the screenshot below, you can see the main page of the workflow (zoomed out for clarity). 
  
 {{ :rdms:workflows:propa1.png?direct&1000 | }} {{ :rdms:workflows:propa1.png?direct&1000 | }}
  
 This workflow has two main roles: This workflow has two main roles:
-  * **Requester**: The person asking to participate in a project +  * **Requester**: The person requesting to participate in a project 
-  * **Owner**: The person granting or denying participation to a project+  * **Owner**: The person granting or denying participation in a project
  
-As you can see in the screenshots, requests where your role is that of **Requester** are displayed in blue, while requests where your role is that of **Owner** are displayed in white. You cannot modify blue requests once submitted, while you are able to accept or decline white requests.+As you can see in the screenshots, requests where your role is that of **Requester** are displayed in blue, while requests where your role is that of an **Owner** are displayed in white. You cannot modify blue requests once submitted, but you are able to accept or decline white requests.
  
 ==== Workflow as Owner ==== ==== Workflow as Owner ====
  
-We will first explain what you can do as **Owner** in this workflow. Once a request to participate in a project you own has been submitted by a user, the RDMS will notify you of the request. The notification is sent both as a system internal notification and via email. You can then navigate to the Workflow page shown above and find the request in the //Open// status. If you click on the three vertical dots as shown in the figure below, you will be able to either //Accept// or //Decline// the participation request. Once you made your decision, the request will change status to either //Accepted// or //Declined// (see first figure).+We will first explain what you can do as an **Owner** in this workflow. Once a request to participate in a project you own has been submitted by a user, the RDMS will notify you of the request. The notification is sent both as a system-internal notification and via email. You can then navigate to the Workflow page shown above and find the request in the //Open// status. If you click on the three vertical dots (as shown in the figure below), you will be able to either //Accept// or //Decline// the participation request. Once you have made your decision, the request will change status to either //Accepted// or //Declined// (see first figure).
  
 {{ :rdms:workflows:propa2.png?direct&400 | }} {{ :rdms:workflows:propa2.png?direct&400 | }}
  
-If you accepted the request, a new window will open. The RDMS then asks you to define what permission level to grant the **Requester**. The system also allows you to assign a role to the new project member, if that is needed. Click on //Add User Permission// to confirm your choices and allow access to the project. Both permissions and roles can be adjusted at a later date from the project management tab, should you decide to change them.+If you accept the request, a new window will open. The RDMS then asks you to define which permission level to grant the **Requester**. The system also allows you to assign a role to the new project member, if that is needed. Click on //Add User Permission// to confirm your choices and allow access to the project. Both permissions and roles can be adjusted at a later date from the project management tab, should you decide to change them.
  
 {{ :rdms:workflows:propa5.png?direct&600 | }} {{ :rdms:workflows:propa5.png?direct&600 | }}
  
-Once you made your choice, the RDMS will notify the **Requester** of the outcome. Please move the request to //Closed// once you are done, as that will allow the **Requester** to send a new request, should that be necessary. See the figure below on how to close the request.+Once you have made your choice, the RDMS will notify the **Requester** of the outcome. Please move the request to //Closed// once you are done, as that will allow the **Requester** to send a new request, should that be necessary. See the figure below on how to close the request.
  
 {{ :rdms:workflows:propa6.png?direct&400 | }} {{ :rdms:workflows:propa6.png?direct&400 | }}
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 {{ :rdms:workflows:propa7.png?direct&400 | }} {{ :rdms:workflows:propa7.png?direct&400 | }}
  
-**Note**: Reopening a request does not rollback the decisions already made. If you granted access to the **Requester** before closing, then they will still have the same level of access. To remove or change their access, please use the project management tab.+**Note**: Reopening a request does not roll back the decisions already made. If you granted access to the **Requester** before closing it, then they will still have the same level of access. To remove or change their access, please use the project management tab.
  
 ==== Workflow as Requester ==== ==== Workflow as Requester ====
  
-To start a project participation request as a **Requester**, click on the option wheel icon in the top right corner and select //Request project participation//, as shown in the figure below.+To start a project participation request as a **Requester**, click on the options wheel icon in the top right corner and select //Request project participation//, as shown in the figure below.
  
 {{ :rdms:workflows:propa3.png?direct&1000 | }} {{ :rdms:workflows:propa3.png?direct&1000 | }}
  
-A new window will open. This window contains a list of available project for this workflow, as well as a search bar at the top. Find the project you want to request access to, then click on //Request//.+A new window will open. This window contains a list of available projects for this workflow, as well as a search bar at the top. Find the project you want to request access to, then click on //Request//.
  
 {{ :rdms:workflows:propa4.png?direct&1000 | }} {{ :rdms:workflows:propa4.png?direct&1000 | }}
  
-**Note**: If the list does not contain the project you want to ask to participate in, and the search bar also cannot find it, then you are either already a member of that project or your request has been previously declined and the owner of the project has not closed it. If you are experiencing this second case, please contact the owner of the project and ask them to either //Reopen// your request or //Close// it. If they close the request, then you can apply again. If they reopen it, then your request is active again and all you have to do is wait for their decision.+**Note**: If the list does not contain the project you want to want to participate in, and the search bar also cannot find it, then you are either already a member of that project or your request has been previously declined and the owner of the project has not closed it. If you are experiencing this issue, please contact the owner of the project and ask them to either //Reopen// your request or //Close// it. If they close the request, then you can apply again. If they reopen it, then your request is active again and all you have to do is wait for their decision.
  
-Once your request has been submitted, the **Owner** of the project will be notified. Your request will appear in blue in the //Open// status column. All you have to do now is wait for the decision of the **Owner**. Once they have made a choice, your request will be moved to the appropriate status (//Accepted// or //Declined//) and you will be notified both internally and via email of the decision. If your request was accepted, then you can now access the project with the permissions and role granted to your by the **Owner**.+Once your request has been submitted, the **Owner** of the project will be notified. Your request will appear in blue in the //Open// status column. All you have to do now is wait for the decision of the **Owner**. Once they have made a choice, your request will be moved to the appropriate status (//Accepted// or //Declined//) and you will be notified both internally and via email of the decision. If your request was accepted, then you can now access the project with the permissions and role granted to you by the **Owner**.