INTOSAI EXPERTS DATABASE
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1 INTOSAI EXPERTS DATABASE User s Manual Version 1.0 Profile: Registrator MU.0001.INTOSAI
2 USER S MANUAL REGISTRATOR PROFILE Experts Database System Author: Daniel Balvis Creation date: May 12th 2015 Last update: May 21 st 2015 Version: 01.1 Page 2
3 Version Control Date Author Revision 12/05/2015 Daniel Balvis Mirtha Piscoya 20/05/2015 Daniel Balvis Mirtha Piscoya Page 3
4 Content 1. Objetives Access to the system Change password Forgot password General Administrating Registrators New Registrator Search Registrators Editar Registrador Delete Registrator Send credentials Administering Experts information New Expert Experts search Edit Expert Delete Expert Send Credentials Preview ExperVisualizar Hoja de Vida Publishing experts profiles Edit Expert Profile Preview of CV Edit Personal Information Edit additional Information Education Languages Professional Career Publication / Researches Page 4
5 Recognition Professorships Exchange Activities Expertise Section Send Profile completed Expert General Search Find Experts Survey Advanced search Report Find Experts Reporto n expert s distribution Report on experts worldwide Page 5
6 PROFILE - REGISTRATOR The following table describes the general elements presented in every function of the Experts Database. Elemento Descripción Searches information according to the filters selected. Saves the information added. Closes o cancels an action. Opens a popup window to create new registers. Opens the popup window to edit the information of the item selected. Deletes the items selected upon confirmation. Goes to the first page of results found. Goes to the previous page of results found Goes to the next page of results found Goes to the last page of results found. Enables you to choose a specific page of results found. Table 1: General options Page 6
7 REGISTRATOR S MANUAL 1. Objetives This document aims to help users on the utilization of the experts database. We recommend reading thoroughly the manual in order to obtain better results. 2. Access to the system To access the Experts Database is very easy. Go to your website and type in the URL: Then, enter your username, password and security code; and click enter, as shown in the image. Image 1: Main page of the Experts Database. Page 7
8 2.1. Change password At the main page, there is an option to change your password. Click on change password (see image 1), and you will have the following popup window. Image 2: change password form. To change your password, enter the information required in image 2 and then click on Save. You will receive an confirming the change of password Forgot password In case you ve forgotten your password, the system has a recover passwoword option. Click on Forgot Password (see image 3) and the following window will popup. Image 3: Forgot password. Type in the you logged in and the security code shown; then, click on Send . You will receive a new password. Page 8
9 3. General This profile enables you to add new Registrator for your SAI, manage information from experts, as well as to respond surveys conducted by the administrator of the system. Finally the Registrator gives access to statistical reports on the experts database. The system shows the options the user can access. This document describes such options in detail for a better and quick understanding. The options for the Registrator profile are: Menu Management -> Registrator Description Enables to keep Registrators information from your SAI updated. Management -> Expert List Search Answer Survey Reports -> Advanced Search Reports -> Distributions of Experts Reports -> Experts List GeoMaps Permite administrar la información de expertos de su EFS. To carry out an advanced search of experts and preview detailed information of the resume. Allows responding to surveys. Graphical reports of the selected information on experts. Graphical reporto n SAIs and experts according to their regional groups. Graphical report on the distribution of experts in the world. Tabla 2: Description of the menu options Image 4: Profile option 4. Administrating Registrators At the Main menú, click on MANAGEMENT and then choose Registrator, as show non the following image: Page 9
10 Image 5: Access to Registrator The system displays the form Administration of Registrators, where you can observe search filters for Registrator and the list of results. Image 6: Administration of Registrator Page 10
11 4.1 New Registrator To add a new Registrator, select New (see image 7) and the system will show a new popup window for Registrator Details. Image 7: Registrator Details form The form (image 7) shows the following information: Element Description Condition Displays by default the SAI of the Muestra de Default SAI manera predeterminada la EFS del usuario que realiza el registro del Registrator. Nationality Dropdown list of nationality. Optional Name Name of registrator. Mandatory Last Name Registrator Last name. Mandatory Phone Number Registrator reference phone number. Optional Registrator s address. Mandatory Alternative Registrator s alternative . Optional Change Picture Attach photo of registrator. Optional Gender Dropdown list of rgistator gender. Optional Tabla 3: Detail of information for new registrator Page 11
12 After updating the information of the Registrator, select sabe (Image 7). The system will verify the information and make sure the mandatory information is complete, such as: Name, Last Name and . If you do not wish to save the information, click on Cancel. When adding a new Registrtor, you may also add a picture; click on Change Picture (see image 7) and the system will display this form. Then, click on Select file, browse your picture in your computer and immediately click on Import, as shown in the image below. Imagen 8: Attach photo 4.2 Search Registrators By default, you will see the name of your SAI. In addition, there are search filters, as shown in the next image. Yo can search Registrators by using the following filters: Image 9: Search filters Elemento Name of Registrator Regional Group Country Descripción Textbox to add the registrators s name. You may enter a name, last name or both. Dropdown list of regional groups Dropdown list of countries for the nationality of Registrators. Table 4: Description of search filtrs Page 12
13 After entering some of the search filters, click on Search. In case of not entering any information, the system will show all Registrators. The results are displayed as follows (see image 10) Image 10: Search results of Registrators The following table describes the options presented above: Element Edit Delete Description This allows you to modify the information selected. Deletes the information of the registry selected. SAI Name of Registrator Country Phone Number Status Credential Last ed Indicates the Registrator s SAI. Indicates name of Registrator. Nationality of Registrator. Registrator s reference address to contact him/her. Registrator s reference pone number. Indicates the registry status. This can be either Active or Inactive. This options enables to send the user his/her username and password to the given address. Indicates date and time of last sent to the Registrator, with the username and password.. Table 5: Details Search of Registrators Page 13
14 4.3 Editar Registrador To edit Registrator information, select an item from the list, (see image 6), select option and you will see the Registrator Details form, where you may add information to be uptdated. Image 11: Edition of Registrator The following table describes the options shown in the image above: Element Description Condition SAI Displays, by default, the SAI of the user updating the information. Default Nationality Registrator s nationality. Optional Name Registrator s name. Mandatory Last Name Registrator s last name. Mandatory Phone Number Registrator s reference pone number. Optional Registrator s reference . Mandatory Alternative Registrator s reference alternative . Optional Change Picture Enables you to attach a picture of the registrator. Optional Gender Registrator s gender (Male o Female). Optional Status Registry status (Active o Inactive). Optional Table 6: List of options for edition Page 14
15 To update the modified information, click on Save. The system will verify the information added and check the following data is complete: Name, last name and , as those are mandatory information. If not, the system will display a validation message. In case you do not wish to save the changes, click on Cancel. When editing the Registrator s information, you may also update the photo. Click on Change Picture (see image 11) and you will see a popup window to attach the file. Click on Select file and then import, as shown below. Image 12: attach photo 4.4 Delete Registrator To delete a Registrator select an item (see image 6) and select message will display:. Then, the following Image 13: Confirm deletion. To confirm, click on Yes and the system will delete the information of the item selected. 4.5 Send credentials To send credentials to one of the Registrators, select one from the list (see image 6) and click on. This enables to automatically send his/her username and password to the Registrator. Such information will be delivered to the address given by the Registrator. To confirm this, the system shows the following message. Page 15
16 Image 14: Message of credential sent.. 5. Administering Experts information At the main menú, go to MANAGEMENT and then click on Expert List, as seen below: Image 15: Access to Expert List Under Expert List, you can see search filters and the list of results. Image 16: List of experts Page 16
17 5.1 New Expert To add a new expert, click on New (see image 16) and the Expert Details form will display (Image 17). Image 17: New expert form. The following table describes options shown in the image above: Element Description Condition SAI Displays, by default, the SAI of the user updating the information. Default Nationality Expert s nationality. Optional Name Expert s name. Mandatory Last Name Expert s last name. Mandatory Date of Birth Expert s date of bith. Optional Phone Number Expert s reference pone number. Optional Page 17
18 Mobile Expert s refeerence mobile number. Mandatory Expert s reference . Mandatory Alternative Expert s reference alternative . Optional Country of Residence Expert s residence country. Optional Address Expert s address. Optional Personal Site Expert s personal website. Optional Brief Resume Expert s brief summary. Optional Change Picture Expert s Photo (file). (See image 17) Optional Gender Expert s gender. Optional Working Situation Expert s working situation. Optional Table 7: Information for new expert After updating the information of the expert, select Save. The system will verify the information and make sure the mandatory information is complete, such as: Name, Last Name, Mobile and . If you do not wish to save the information, click on Cancel. 5.2 Experts search The system shows by default the SAI of the Registrator. Additionally, you can see search filters, as shown in the following image. Image 18: Search filters Page 18
19 Page 19
20 Experts search may be done using the following filters: Element Name Publication Description Textbox to add the expert s name. You may enter a name, last name or both. Textbox to enter the expert s . Dropdown listing of publication status on experts resume there are three options: EXPERTS,PENDING,PUBLISHED Table 8: List of search filters After entering any of the search filters mentioned, click on Search. If not information is entered, by default, the system displays all the experts registered into the database. The list is displayed as follows. Image 19: Search experts results Search results are shown in the following table: Element Total Edit Delete Name Description Indicates the number of experts found. Enables to modify information of the registry selected. This option deletes the information from the ítem selected. Expert s name. Expert s reference . Page 20
21 Credential Insert Date Edit Profile PDF Publication This option notifies the expert, by , the access information necessary for the system. Indicates date of entry of the registry. This option enables to modify information from the expert. Enable to preview the experts resume in a PDF file. Status of the experts registry. They can be: EXPERTS PENDING PUBLISHED Table 9: List of experts search 5.3 Edit Expert To edit an expert s information, selecta n ítem (see image 19) and click on, which shows the Expert Details, form to include the new information. Image 20: Edit Expert Page 21
22 Expert Details (Image 20), describes the following inforamtion: Element Description Information SAI The expert s SAI is shown by default Default Nationality Expert s nationality. Optional Name Name of the expert. Mandatory Last Name Expert s last name. Mandatory Date of Birth Expert s date of birth. Optional Phone Number Expert s reference phone number. Optional Mobile Expert s cell phone number. Mandatory Expert s address. Mandatory Alternative Expert s alternative . Optional Country of Residence Expert s resident country. Optional Address Expert s address. Optional Personal Site Expert s website Optional Brief Resume Short biography of the experts. Optional Change Picture Expert s photo (file). Optional Gender Gender of expert. Optional Working Situation Current working situation. Optional Status Shows the status of the experts. (Active o Inactive) Table 10: Detail of information for edition Optional After updating the information of the expert, select Save (Image 20). The system will verify the information and make sure the mandatory information is complete, such as: Name, Last Name, Mobile and . If you do not wish to save the information, click on Cancel. When the expert s information is updated, you may also update the picture. In this case, click on Change Picture (See image 20) and the system will show this form. Page 22
23 Then, click on Select file, browse your picture in your computer and immediately click on Import, as shown in the picture below. Image 21: Attach photo 5.4 Delete Expert To delete an expert, select an ítem from the list (See image 19) and click on. The system will display a confirmation message. Click on Yes to remove the selected expert. Imagen 22: Confirmar Eliminación 5.5 Send Credentials To send credentials, select an item from the list, (see image 16) and click on. This will allow sending the expert his/her username and password to access the database. Afterwards, you will see this message: Image 23: Message of credential sent. Page 23
24 5.6 Preview ExperVisualizar Hoja de Vida This option enables you to visualize the expert s CV in a PDF file. Select an item from your search (image 19) and click on expert CV.. Then, the system will display a popup window with the Image 24: Expert s resume/cv 5.7 Publishing experts profiles This option updates the publishing status of the expert profile. If under the Publication column (image 16) there are registrys with a pending status, a checkbox will be shown for each registry. To update the status, click on process (Image 16) and the system will update all the selected registries, by changing the status Pending for published Page 24
25 5.8 Edit Expert Profile To edit an expert s information, select the one you need to modify (Image 16) and click on, to see My profile form, where you can add the new information. Image 25: Edit expert profile Page 25
26 The following table describes the options shown at My Profile form (Image 25). Elemento Imagen Preview Brief Resume Edit Send Pestañas Descripción Displays the expert s photograph. This option allows you to see the expert s resume in a pdf file. Displays a brief description of the expert s personal and professional information. This option enables you to modify the expert s personal and professional information. This option sends the updated information of the profile for publishing. Displays your professional and working information. These tabs are grouped by: Pestaña Education Languages Professional Career Publication / Researches Recognition - Professorships Exchange Activities Expertise Table 11: Description of My Profile Preview of CV To visualize the CV, click on preview (Image 25) and the system will display another window containing the expert s CV in a PDF file (Image 24) Edit Personal Information To edit expert s infromation, click on Edit (Image 25) and the system displays a window with the expert s information where you may modify the data you may consider covenient, as shown on 5.3 Expert Filters. Page 26
27 5.8.3 Edit additional Information This section also presents additional information of the expert profile. The information refers to professional development, working experience and achievement of the experts. Information is displayed in tabs as follows: "Education Languages", "Professional Career", " Publication / Researches", "Recognition - Professorships", "Exchange Activities" y "Expertise". Image 26: Profile additiona l inforamtion Education Languages Under this group, there are two sections: Education y Languages. Image 27: Information regarding education and languages Page 27
28 Education section The system shows in detail the expert s profesional education. Image 28: Detail of the list in Education The following table describes the options shown: Element Edit Delete Profession/Description Educational Level Institution Degree Obtained Country From / To Description Modifies the information of the item selected from the list Deletes the information of the ítem selected from the list. Indicates expert s profession. Indicates the expert s level of education. Expert s academic institution name. Grade obtained by the expert. Indicates the country where the experte developede his or her studies. Beginning and ending date of the expert s studies. Table 12: Detail information in Education Page 28
29 New Education For a new record, click on New (image 28) and the system displays the Education form. Image 29: Education form This table describes the options shown on the image above: Element Description Condition Educational Level Expert s level of education. Optional Profession/Description Indica la profesión del experto. Mandatory Institution Expert s academic institution name. Mandatory Degree Obtained Grade obtained by the expert. Optional Country Indicates the country where the expert developed his or her studies. Optional From Date the expert begins studies Optional To Date the expert ends studies Optional Currently working Indicates working situation of the expert at the SAI. Optional Page 29
30 Table 13: Details for education After completing the information of new registry, select Save (Image 29). The system will verify the information and make sure mandatory information is complete, such as: Profession/Description and Institution. If you do not wish to save the information click on Cancel. Edit Education To edit section Education, select an item from the list (Image 28), click on display the Education form, where you can update the information., the system will Image 30: Edt Education form The information on this form is specified in Table 13. To update the modified information, click on Save. The system will verify the information added and check the following data is complete: Profession/Description and Institution. If not, the system will display a validation message. In case you do not wish to save the changes, click on Cancel. The window will automatically close. Page 30
31 Delete Education To delete a registry, select an item from the list (See image 28) and click on. Then, the system will display this confirmation message: Image 31: Confirm deletion. To confirm, click on Yes and the system will delete the information of the item selected Language section The system describes in detail languages mastered by the expert. Image 32: List in detail of Language El detalle de la lista se muestra en la siguiente tabla: Elemento Edit Descripción Esta opción permite modificar la información del registro que se seleccione de la lista de resultados. Page 31
32 Delete Esta opción elimina la información del registro que se seleccione de la lista de resultados. Language Indica el idioma. Understanding Indica el nivel de comprensión del idioma. Speaking Indica el nivel hablado del idioma. Writing Indica el nivel de escritura del idioma. Certification Indica la certificación del idioma. Other Language Indica otros idiomas. Tabla 14: Detalle del listado de Language Crear Nuevo Language Para realizar un nuevo registro, elegir la opción New (ver imagen 32) y el sistema muestra el formulario Language en la siguiente imagen. Imagen 33: Formulario de nuevo registro. Page 32
33 The following table describes the options shown on the image above: Elemento Descripción Tipo de Dato Language Dropdown list of languages. Optional Certification Indicates language s certification. Mandatory Understanding Dropdown list of language comprehension level. Optional Speaking Dropdown list of language speaking level. Optional Writing Dropdown list of language writing level. Optional Table 15: Detais of language After completing the information of new registry, select Save (Image 33). The system will verify the information and make sure mandatory information is complete, such as: Language. If you do not wish to save the information click on Cancel. Editar Language To edit the Language section, select an item from the list (image 32), click on will show the Language form, to edit the information., the system Image 34: Edit languages Page 33
34 Table 15 describes information included in this form. To update the information added, click on Save (Image 34). The system verifies at least mandatory information has been included. If not, the system will show a validation message to add mandatory information. In case you do not wish to save the changes, click on Cancel to close the window. Delete Language To delete a record, you must select an item from the list (See image 32) and click on. You will see the following confirmation message Image 35: Deletion confirmation Click on Yes to confirm the deletion of the item selected Professional Career This Group shows two information sections: General Working Experience and Working Experience in SAI, as shown below: Imagen 36: Grupo de Información Experiencia Laboral. Page 34
35 General Working Experience section The system shows a list of the expert s working experience. Image 37: Detailed list of section General Working Experience The following table describes the information included in the list: Elemento Descripción Edit Modifies the information of the item selected Delete Job Title Organization Sector Location Description From - To Deletes the record of the item selected. Position of the expert. Name of the organization where the expert worked. Sector of the Company the expert worked. (Private or Public) Place when the organization is located. A brief description of the position held in the organization. Dates (beginning end) the expert worked at the organization. Tabla 16: List of General Working Experience Page 35
36 New General Working Experience To add a new registry, choose option New (see image 37) and the system will display the form General Working Experience. Image 38:New registry form. This table describes the options shown on the image above (Image 38): Elemento Descripción Tipo de Dato Job Title Indicates the position held in the work performed. Mandatory Organization Sector Location Description Indicates the name of the organization he/she worked. Indicates the sector the company belongs to (Private or Public) Indicates the geographical location of the organization. Indicates a brief description of the position performed in the organization. Mandatory Optional Optional Optional Page 36
37 From - To Currently working Indicate the dates the expert worked at the organization. Indicates whether the expert is currently working at the organization. Table 17: Detail data for edition Optional Optional After completing the new information, select save. The system verifies at least mandatory information has been included, such as Job title and organization. Click on cancel to exit the form. Edit General Working Experience To edit information under this section, select a registry from the list (image 37), click on, the system will display the General Working Experience form where you can add the information you wish to update. Imagen 25: Registry edition Information from image 39 is detailed under table 17. Page 37
38 To update modified information, select save. The system verifies at least mandatory information is included, such as Job title and organization. If not, the system displays a validation message of mandatory information. Click on cancel to exit and close the window. Delete General Working Experience To delete a registry, select an item from the list (see image 37) and click on. Then, the system will show the following confirmation message. Image 39: Delete confirmation. To confirm, click on Yes. The system will delete the selected registry Working Experience in SAI section The system displays a list of the expert s experience in the SAI. Image 40: List under the Working Experience in SAI section Page 38
39 The following table describes details of the list: Elemento Edit Delete Position Departamento From To Descripción This option allows you to modify information from the registry selected. This option deletes the information of the registry, selected from the list. Indicates position perform in the SAI. Indicates areas where he/she worked. Indicates dates of position preformed. Tabla 188: List of Working Experience in SAI New Working Experience in SAI To add a new registry, select New (see image 41) and the system will display the Working Experience in SAI form. Image 41: New registry form Page 39
40 Once at the form, Working Experience in SAI (Image 28), the following data is displayed: Element Descripción Condition Position Indicated position performed in the SAI. Mandatory Departamento Indicates work area. Mandatory From Indicates begining date in position. Optional To Indicates ending date in position. Optional Description Currently Working Brief description of position performed. Indicates whether he/she is currently in such position. Table 19: Detailed data. Optional Optional After completing the new information, select save (Image 42). The system verifies at least mandatory information has been included, such as Position and Department. Click on cancel in case you dot want to save the information. Edit Working Experience in SAI To edit information under this section, select a registry from the list (image 41), click on, the system will display the Working Experience in SAI form, where you can add the information you wish to update. Image 42: Edt registry Page 40
41 Table 19 describes options on the image above. To update modified information, select Save. The system verifies at least mandatory information is included, such as Position and Department. If not, the system displays a validation message of mandatory information. Click on cancel to exit and close the window. Delete Working Experience in SAI To delete a registry, select an item from the list (see image 41) and click on. Then, the system will show the following confirmation message. Image 43: Delete confirmation. To confirm, click on Yes. The system will delete the selected registry Publication / Researches This information displays three sections: Publications, Researches and Projects. Image 44: Group of information regarding Publications, researches and Projects. Page 41
42 Publications Section The system shows detailed publications of the expert. Image 45: List of section Publication The following table describes options in image above: Elemento Edit Delete Type Title Published in Country Descripción This allows you to modify the information selected. Deletes the information of the registry selected. Indicates the type of publication by the expert. Indicates publication s title by the expert. Indicates Publisher for the expert s publication. Indicates the country where it was published. Year Indicates the year of publication. Tabla 20: Detalle del listado de Publications Page 42
43 Newregistry Publication To add a new registry, select New (see image 46) and the system displays the Publication form. Image 46: New registry form. Once at the Publication form (Image 47), the following data is displayed: Element Description Condition Title Expert s publication title. Mandatory Description Brief description of the expert s publication. Optional Country Country of publication. Optional Type Reference type. Optional Published in Publisher s name of expert s publication. Optional Year Year of publication. Optional Table 21: Detail of Publication Page 43
44 After completing the new information, select Save (Image 47). The system verifies at least mandatory information has been included, as Title. Click on Cancel in case you dot want to save the information. Edit Publication To edit information under this section, select a registry from the list (image 46), click on, the system will display the Publication form, where you can add the information you wish to update. Image 47: Edit registry Information from image 48 is detailed under table 21. To update modified information, select Save. The system verifies at least mandatory information is included, in this case Title. If not, the system displays a validation message of mandatory information. Click on Cancel to exit and close the window. Page 44
45 Delete Publication To delete a registry, select an item from the list (see image 46) and click on. Then, the system will show the following confirmation message. Image 48: Delete confirmation. To confirm, click on Yes. The system will delete the selected registry Researches section The system displays information on expert s researches. Image 49: List of Researches The following table describes options in image above: Elemento Edit Delete Type Title Sector Year Descripción Enables to modify registry information, selected from the list. This option deletes information of the item selected. Displays the following options: Research In Progress Thesis Other Title of research. Sector on research. Year of research. Tabla 15: List of Researches Page 45
46 New Researches To add a new registry, select New (see image 36). The system will display the Research form. Image 50: New registry form. The following table describes option in image 51: Elemento Descripción Tipo de Dato Title Título de la investigación. Mandatory Type Tipo de la investigación: Research In Progress Thesis Other Optional Sector Sector de la investigación. Optional Year Año en que se realizó la investigación. Optional Description Descripción de la investigación. Optional Table 22: List of Research Page 46
47 After completing the new information, select Save (Image 51). The system verifies at least mandatory information has been included, as Title. Click on Cancel in case you dot want to save the information. Edit Researches To edit information under this section, select a registry from the list (image 50), click on, the system will display the Research form, where you can add the information you wish to update. Table 23 describes options in image 52. Image 51: Edit registry To update modified information, select Save. The system verifies at least mandatory information is included, in this case Title. If not, the system displays a validation message of mandatory information. Click on Cancel to exit and close the window. Page 47
48 Delete Researches To delete a registry, select an item from the list (see image 50) and choose will show the following confirmation message.. Then, the system Image 52: Delete Confirmation. To confirm, click on Yes. The system will delete the selected registry Projects section Under this section, the system displays the list of projects carried out by the expert. Imagen 53: Detalle del listado de la sección Projects This table describes the options shown on the image above: Elemento Edit Delete Description Recomendation Name Year Descripción This option enables modification of a registry selected. This option deletes information from the registry selected. Indicates project s description. Indicates research title. Indicates sector on research. Indicates year of research. Table 23: List of Projects Page 48
49 New Projects To add a new registry, select New (See image 54) and the system displays Projects form. Imagen 42: New registry form. The following table describes options in Image 55: Elemento Descripción Tipo de Dato Description Description of the project. Mandatory Year Year of research. Optional Name Project s name. Optional Position Position at the project. Optional Phone Contact person. Optional Recomendation Project s recommendation. Optional Contact of the project. Optional Tabla 24: Detalle de los datos de la opción de Edición After completing the new information, select Save (Image 54). The system verifies at least mandatory information has been included, as Description. Click on Cancel in case you dot want to save the information. Page 49
50 Editar Projects To edit information under this section, select a registry from the list (image 54), click on system will display Projects form, where you can add the information you wish to update., the Table 25 describes options in image 56. Image 54: Edtion of registry To update modified information, select Save. The system verifies at least mandatory information is included, in this case Description. If not, the system displays a validation message of mandatory information. Click on Cancel to exit and close the window Page 50
51 Delete Projects To delete a registry, select an item from the list (see image 54) and click on will show the following confirmation message.. Then, the system Image 55: Delete Confirmation. To confirm, click on Yes. The system will delete the selected registry Recognition Professorships This section displays two options: Recognition, y Professorship. Image 56: information on acknowledgement and professorships Recognition section The system shows recognitions to the expert. Image 57: List of Recognition Page 51
52 The following table describes options in image 59: Elemento Edit Delete Name of Award Organization Country Year Descripción This option enables modification of a registry selected. This option deletes information from the registry selected. Indicates name of recognition. Indicates organization s name granting the award. Indicates country of recognition. Indicates year of recognition. Table 25: List of Recognition New Recognition To add a new registry, select New (see image 59) and the system displays a form Recognition Details. Image 58: New registry form. Page 52
53 The following information is displayed in the form Recognition Details (Image 60): Element Description Condition Name Name of recognition. Mandatory Type Three options are displayed: Awards; Scholarships; Others Mandatory Organization Name of the organization. Mandatory Country Country where recognition was performed to the expert. Optional Year Year of recognition. Optional Description Brief description regarding recognition. Table 26: Information of form Optional After completing the new information, select Save (Image 60). The system verifies at least mandatory information has been included, as Name, Type and Organization. Click on Cancel in case you dot want to save the information. Edit Recognition To edit information under this section, select a registry from the list (image 59), click on, the system will display the form Recognition Details, where you can add the information you wish to update. Image 47: Edition Page 53
54 Table 27 describes options shown above. To update modified information, select Save. The system verifies at least mandatory information is included, in this case Name, Type and Organization If not, the system displays a validation message of mandatory information. Click on Cancel to exit and close the window. Delete Recognition To delete a registry, select an item from the list (see image 59) and click on. Then, the system will show the following confirmation message. Image 59: Delete confirmation. To confirm, click on Yes. The system will delete the selected registry Professorships section The system shows classes lectured by the expert. Image 60: List of Professorships Page 54
55 The following table describes options shown above: Element Edit Delete Institution Subject Description Degree Country Description This option enables modification of a registry selected. This option deletes information from the registry selected. Indicates institution where the course is lectured. Subject lectured. Brief description of subject. Two option: Undergraduate Postgraduate Country the course was lectured. From - To Dates the course was lectured Table 27: List of Professorships Page 55
56 New Professorships To add a new registry, select New (see image 63) and the system displays a form Recognition Details Image 61: New registry form. This table describes the options shown on the image above: Element Description Condition Institution Name of institutions Mandatory Subject Name of topic. Mandatory Description Brief description of course Optional Degree Degree: Undergraduate, Postgraduate Optional Country Country Optional From Beginning date of the course. Optional To Ending date of the course. Optional Table 28: Details in edition Page 56
57 After completing the new information, select Save. The system verifies at least mandatory information has been included, as Institution and Subject. Click on Cancel in case you don t want to save the information. Edit Professorships To edit information under this section, select a registry from the list (image 63), click on, the system will display the form Professorship Details, where you can add the information you wish to update. Imagen 62: Edition form Table 29 describes the options shown on the image above To update modified information, select Save. The system verifies at least mandatory information is included, in this case Institution and Subject. If not, the system displays a validation message of mandatory information. Click on Cancel to exit and close the window. Page 57
58 Delete Professorships To delete a registry, select an item from the list (see image 63) and choose will show the following confirmation message.. Then, the system Image 63: Delete confirmation. To confirm, click on Yes. The system will delete the selected registry Exchange Activities This Group of data corresponds to the Exchange Activities section. Image 64: Information on Exchange activities Page 58
59 This table describes the options shown above: Elemento Edit Delete Exchange Activity Description Organization Country Role From - To Descripción This option enables modification of a registry selected. This option deletes information from the registry selected. Indicates exchange activities. Brief description of activities Organization Country for exchange activities. Role of expert Beginning and ending date of Exchange activities Table 29: List of Exchange Activities New Exchange Activities To add a new registry, select New (see image 67). The system displays the form Participations. Image 65: New registry form. Page 59
60 The following table describes options of image above: Elemento Descripción Tipo de Dato Exchange Activity Exchange activity. Optional Description Description of participation. Mandatory Organization Organization. Mandatory Country Country Optional Role Role of expert Optional From Beginning (month &year). Optional To Ending (month &year). Optional Table 30: List of options After completing the new information, select Save. The system verifies at least mandatory information has been included, as Description and Organization. Click on Cancel in case you don t want to save the information. Edit Exchange Activities To edit information under this section, select a registry from the list (image 67), click on. The system will display the form Participation, where you can add the information you wish to update. Image 66: Edition Page 60
61 The following table describes options of image above To update modified information, select Save. The system verifies at least mandatory information is included, in this case Description and Organization. If not, the system displays a validation message of mandatory information. Click on Cancel to exit and close the window. Delete Exchange Activities To delete a registry, select an item from the list (see image 67) and choose. Then, the system will show the following confirmation message. Image 67: Delete Confirmation To confirm, click on Yes. The system will delete the selected registry Expertise Section The system displays a list of the different specialization areas of the expert. Select one or more, as appropriate. Image 68: List of specialization areas Page 61
62 To update this information (image 71) select one or more areas of specialization. Then, click on Save, and the system will show the following message: Image 69: confirmation message To update the information, click on Yes. If you don t need to save any change, click on No Send Profile completed After updating personal and professional information; the system will send the complete information to be validated by the corresponding SAI. Therefore, after finishing entering the information, click on Send (Image 25). The system displays the following confirmation message Image 70: Delivery confirmation To accept, click on Yes and the System wil update the profile s information. Page 62
63 6. Expert General Search Go to Search from the Main Menu, as follows: Imagen 60: Search ExpertsOpción Búsqueda de Experto When you go to this section, the system will show by default all the experts registered in the database, along with a brief summary of his/her personal and professional information. There is also a window with search filters and the list of results. Imagen 71: Search Experts. Page 63
64 6.1. Find Experts To search experts, use the filters to narrow down results; then click Search. If not information is selected, the system displays by default all the experts registered into the database. Image 72: Search Filters The following table describes the options search filters: Elemento Code Expertise Exchange Activities Working Situation SAI Regional Group Country Language Descripción Textbox for the expert s code. Dropdown list of specialization area. Dropdown list of exchange activities. Dropdown list of working situation of the expert. Dropdown list of SAIs. Dropdown list of regional groups. Dropdown list of countries. Dropdown list of languages. Table 31: Description of experts search filters Page 64
65 After the search, the system displays the results as follows: Image 73: Results of experts search For every expert found, the system displays the following information: Element Code Name Nationality Areas of Expertise Exchange Activities Language Working Sit View Expert s code. Name of the expert. Expert s nationality. Specialization areas. Exchange activities. Expert s languages. Tabla 32: Details of search results Descripction Expert s working situation. Displays a PDF file in another window browser. Page 65
66 Important: If when selecting to preview your CV image. (image 77) in the top-right corner you see the following Image 74: Pop-up blocked warning Select the icon. The following window will display Image 75: Unblock popup window Select only occur in case your browser has the pop-ups blocked. and then click on done. This will Finally, this option will display the CV in a PFD file, as shown in the following image. Image 76: CV PDF File Page 66
67 7. Survey Select ANSWER SURVEY from the main menu, as seen below: Image 77: Survey When accessing to this option, the system display by default all the surveys conducted through the Database. There also two additional sections: the first one displays search filters and the second presents the list of results found. Image 78: Survey search 8. Advanced search Report Select Advanced Search from the Main Menu, as shown below: Image 79: Advanced Search Page 67
68 When accessing to this option, the system displays the search filters and the total number of experts registered in the system. As shown in the following figure: Image 80: Advanced Search Graphic Page 68
69 8.1 Find Experts To search experts, use the filters to narrow down results; then click Search (image 84). If not information is selected, the system displays by default all the experts registered into the database. Imagen 81: Filtros de búsqueda Page 69
70 El detalle de los filtros se muestra en la siguiente tabla: Elemento Expertise Exchange Activities Regional Group SAI Country Language Working Situation Descripción Lista desplegable que muestra el área de experiencia del experto Dropdown list of exchange activities. Dropdown list of regional groups. Dropdown list of SAIs. Dropdown list of countries. Expert s languages. Expert s working situation. Table 33: List of Search Filters After clicking on Search (Image 85), the system displays the expert s information as follows: Image 82: Results of expert s search Page 70
71 9. Reporto n expert s distribution. Go to Distribution of Experts from the Main Menu, as shown in the following image: Image 83: Distribution of experts When accessing to this option, the system displays by defaul experts statistics by Regional Group. Image 84: Experts worldwide Graphic Page 71
72 10. Report on experts worldwide Go to Experts List GeoMaps from the Main Menu, as shown in the following image: Image 85: Experts wordlwide When accessing to this option, the system displays by defaul, experts distributed by countries around the world. In addition, there is a list of showing the number of experts by country. Image 86: Experts by country worldwide Page 72
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