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| rdms:workflows:participate [2025/08/22 07:25] – burcu | rdms:workflows:participate [2025/08/22 07:27] (current) – burcu |
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| * **Owner**: The person granting or denying participation in a project. | * **Owner**: The person granting or denying participation in a project. |
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| As shown in the screenshots, requests in which your role is **Requester** are displayed in blue, while requests in which your role is **Owner** are displayed in white. You cannot modify blue requests once submitted, whereas you are able to accept or decline white requests. | As shown in the screenshots, requests in which your role is **Requester** are displayed in blue, while requests in which your role is **Owner** are displayed in white. You cannot modify blue requests once they are submitted, whereas you can accept or decline white requests. |
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| ==== Workflow as Owner ==== | ==== Workflow as Owner ==== |
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| As an Owner, you are responsible for reviewing participation requests submitted for projects you own. Once a request to participate in a project you own has been submitted by a user, the RDMS will notify you of that request. The notification is sent both via the web interface and 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 have the option to either "Accept" or "Decline" the participation request. Once you have made your decision, the request status will change to either "Accepted" or "Declined" (see first figure). | As an Owner, you are responsible for reviewing participation requests submitted for projects you own. Once a user has submitted a request to participate in a project you own, the RDMS will notify you of that request. The notification is sent both via the web interface and 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 have the option to either "Accept" or "Decline" the participation request. Once you have made your decision, the request status will change to either "Accepted" or "Declined" (see first figure). |
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| {{ :rdms:workflows:propa2.png?direct&400 | }} | {{ :rdms:workflows:propa2.png?direct&400 | }} |
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| If you accept the request, a new window will open. The RDMS then asks you to define which permission level to grant the **Requester**. If required, you can also assign a role to the new project member at this stage. 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. **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**. If required, you can also assign a role to the new project member at this stage. 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. **Requester**. The system also allows you to assign a role to the new project member, if required. 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. |
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| {{ :rdms:workflows:propa5.png?direct&600 | }} | {{ :rdms:workflows:propa5.png?direct&600 | }} |
| {{ :rdms:workflows:propa6.png?direct&400 | }} | {{ :rdms:workflows:propa6.png?direct&400 | }} |
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| Once a request has been closed, you can reopen it at any time by clicking on the three vertical dots and selecting //Reopen//. | Once a request has been closed, you can reopen it at any time by clicking on the three vertical dots and selecting "Reopen". |
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| {{ :rdms:workflows:propa7.png?direct&400 | }} | {{ :rdms:workflows:propa7.png?direct&400 | }} |
| ==== Workflow as Requester ==== | ==== Workflow as Requester ==== |
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| 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. | 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. |
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| {{ :rdms:workflows:propa3.png?direct&1000 | }} | {{ :rdms:workflows:propa3.png?direct&1000 | }} |
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| A new window will open, displaying a list of available projects for this workflow, along with a search bar at the top. Find the project you want to request access to, then click on //Request//. | A new window will open, displaying a list of available projects for this workflow, along with a search bar at the top. Find the project you want to request access to, then click on "Request". |
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| {{ :rdms:workflows:propa4.png?direct&1000 | }} | {{ :rdms:workflows:propa4.png?direct&1000 | }} |
| * Your previous request was declined, and the project owner has not yet closed it. | * Your previous request was declined, and the project owner has not yet closed it. |
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| If you are experiencing this issue, please contact the owner of the project and ask them to either //Reopen// or //Close// your request. If they close the request, then you can submit a new one. If they reopen the request, it becomes active again, and all you have to do is wait for their decision. | If you are experiencing this issue, please contact the owner of the project and ask them to either "Reopen" or "Close" your request. If they close the request, then you can submit a new one. If they reopen the request, it becomes active again, and all you have to do is wait for their decision. |
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| Once your request has been submitted, the **Owner** of the project will be notified. Your request will appear in blue under the //Open// status column. At this stage, all you need to do is wait for the **Owner**'s decision. Once they have made a choice, your request will be updated to either //Accepted// or //Declined//, and you will be notified both through the web interface and via email. If your request is accepted, then you will gain access to the project with the permissions and role assigned to you by the **Owner**. | Once your request has been submitted, the **Owner** of the project will be notified. Your request will appear in blue under the "Open" status column. At this stage, all you need to do is wait for the **Owner**'s decision. Once they have made a choice, your request will be updated to either "Accepted" or "Declined", and you will be notified both through the web interface and via email. If your request is accepted, then you will gain access to the project with the permissions and role assigned to you by the **Owner**. |
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