Réinitialiser
- General Operation
- Presentation
- Organization of Information
- Setting Up a Campaign
- Data Privacy
- Data Export
- Calculation of Evaluation Scores
- Security Policy
- User Management
- The Different User Roles
- Registering on the Platform
- Logging into your private space
- Resetting Your Password
- Creating an Account from the Private Space
- Editing and Deleting a User Account
- Deletion of a candidate user
- Deletion of an evaluator user
- Administrator
- Manage partnerships
- Manage call for projects campaigns
- Launch a call for projects campaign
- Launch the evaluations
- View evaluation details
- View the details of the evaluations
- Publish the selected projects
- Partner
- Restricted access to the platform
- Evaluator
- View and evaluate your proposals
- Exporting projects
- Candidate
- Submit a project proposal
- Edit or delete a project
- Create the website pages
- Page builder
- Platform homepage
- Partnership page
- Call for projects campaign page
- Selected projects page
- Presentation videos
- Introduction
- Administration area
- Entities
- Campaigns
- Campaign settings
- Campaign - other tabs
- Users managment
- Candidate interface view
- Evaluator interface view
- FAQ
Introduction
This guide aims to provide you with a chronological list of steps to follow to set up a project call campaign. It can serve as a reference or a "reminder" for your future campaigns. For more details on how to perform the various steps in the application, refer to the sections in the "Administrator" chapter.
Chronological Guide
Creation of a Partnership
Create a partnership by providing a title and description.
Creation of the Partnership's Web Page
Build the public web page of the partnership using the page builder and content modules if you wish to use the platform to communicate your information.
Publishing the Partnership's Web Page
Change the partnership status from "Offline" to "Online" via the settings menu or by clicking on the small "Status" circle.
Adding Institutions
Add all the institutions that will be involved in the evaluations of your campaigns.
Creation of a Campaign
Create a campaign by providing a title and description.
Setting Up the Call for Proposals
Define an information message for the candidates if necessary.
If a message is defined, ensure it is activated to be displayed.
Define questions to ask the candidates if needed.
If questions are defined, ensure their display is activated.
Change the status of the campaign to "Ongoing" in the settings menu or by clicking on the small "Status" circle.
Creation of Evaluator Accounts
Ensure that all your evaluators have an account on the platform and are linked to an institution in their user profile.
Setting Up Evaluations
Select the evaluators for this campaign.
Activate or deactivate the anonymization of proposals for the evaluations.
Define one or more questions to ask the evaluators. At least one question is required.
Define instructions to help the evaluators answer the evaluation questions.
Creation of the Campaign's Web Page
Build the page using the page builder and content modules.
Publishing the Campaign's Web Page
Change the campaign status from "Offline" to "Online" via the settings menu.
Remember to define the call for proposals and evaluation parameters as well as create the web pages BEFORE launching the project call campaign.
Opening the Campaign
Set the opening and closing dates for the project call.
Opening Evaluations
Set the opening and closing dates for the project evaluations.
Selecting Projects
Display the summary table to discuss and select the projects.
Publishing the Selected Projects
Change the status of the selected proposals in the proposal settings menu or by clicking on the corresponding "Status" circle.