Plan Overview

This page contains the overview of a plan and all actions based on user's role. The basic information of the specific plan is displayed such as: name, version, user role, date of creation or update, grants and researchers that is related and description. Also appear the included descriptions and all active users with their roles (and in which section they have them) in this plan.

Plan overview

User actions

Let's explore all actions and what privileges they require (actions are displayed on the right side of the page).

• Edit: From here, the user gets redirected to the edit page.
  Only the collaborators with the role Owner can do this

• Preview: From here, the user gets redirected to the edit page in read only access.
  The collaborators who do not have the role Owner have read only access. More information about the user roles is available on the collaboration section.

• Change Status: With this option, a dropdown containing all the available transition statuses are displayed for this plan according to workflow. If the workflow has only one available status, then it is displayed directly on the screen without the Change Status button.
  For each available transition status any collaborator assigned to it can do this. You can view more details about statuses here

• New Version: On the right side where the version is displayed you can create new version of this plan. More information is available in the versioning and the plan workflow sections.
  Only the collaborators with the role Owner can do this

• When you clicked more actions button:

  • Export: With this option, a dropdown containing all the export options pops up. You can view more details on the exports here.
    Every collaborator can do this.
  • Duplicate
    Only the collaborators with the role Owner can do this
  • Delete
    Only the collaborators with the role Owner can do this

• Also a box apears that contains:

  • Invite: This is where the user can invite others to collaborate on the plan. More information is available on the collaboration section.
    Only the collaborators with the role Owner can do this
  • Deposit: With this option, a dropdown containing all the deposit options options pops up. You can view more details about deposit here.
    Only the collaborators with the role Owner can do this
  • Evaluate: With this option, a dropdown containing all the evaluator options options pops up. You can view more details about evaluators here.
    Only the collaborators with the role Owner can do this

note

When we clicked the current version of plan a dropdown containing all versions pops up

Authorization

All the users can access this page.

Navigation

This view is available when the user select a plan either from Home or from My Plans page.