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).

This workflow has two main roles:

• Requester: The person asking to participate in a project
• Owner: The person granting or denying participation to 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 refuse white requests.

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, 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).

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.

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 a request is closed, you can always reopen it yourself by clicking on the three vertical dots and selecting Reopen.

Note: Reopening a request does not rollback the decisions already made. If you granted access before closing, then the Requester will still have the same level of access. To remove or change access, please use the Data Management tab.

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. See screenshot for example.