02 Request based access to services

Last modified by Harri Tapio Jäälinoja on 2024/03/04 11:13

Access is based on project requests

In Open IRIS the access to resources (e.g. microscopes) is based on active research projects registered in the system. The HiLIFE Bioimaging platform implement this approach to make reservation of instruments and service possible with a single account. 

To be able to book a resource, a user must

  • be a participant in an active research project or have an active research project of her/his own; and
  • have the training for the instrument. Users can register new projects or join existing ones. 

The idea of the projects is that the PI and the service provider could track the ongoing projects, ideally from the planning to the end. Therefore the project should not be just a container for multiple simultaneous research projects. Projects are also the basis for billing. To register a project, you will need to know which WBS (cost center) the expenses will go to.

Submit your project in Open IRIS to a provider

In order to register a new project, you need to fill in a project request form. 

  • Select tab "Services"
  • Select "University of Helsinki" in the "Any organization" dropdown
  • Select "Project" in the "Any resource type" dropdown and optionally filter the project request by the Provider's name:
    image2021-4-6_17-3-32.png
  • Click "Submit request" on Core facility form whos services you are going to use. The following instructions are for the LMU, BIU and EMBI forms.

NOTE: LMU and EMBI are located in Viikki and BIU is located in Meilahti

  • Give your project a descriptive title
  • If the "Group" selector is empty, specify your research group under "New billing information"
  • If the proper Invoice reference/WBS is not available in the corresponding dropout, specify it and the profit center under "New billing information"
  • Please give a realistic estimate for the project end date (LMU, BIU)

    image2021-4-6_17-7-6.png
  • Once you have submitted the form, the service provider staff will review it. Once it has been accepted, the project registration is complete and the project will be granted access to resources. You will receive an email regarding your forms status. If the status is "Active" the form has been accepted. If corrections are needed, you will be asked to update the project request, see below.

Adding missing information to the project request

While the project is in the Pending state, the submitter of the project can still modify it and resend for the approval. Providers may also ask the submitter to modify the project request and enter there all missing information.

The modification of the project request is available from Dashboard→Inbox

image2021-12-17_10-36-38.png

Press image2021-12-17_10-38-20.png to modify the project request details.

Finally pressimage2021-12-17_10-38-47.png for resubmission

Joining a group

To join a group you will need to click on the "Browse" tab and from there select "Groups" and "all" in order to see all groups available. Once this is done use the search function to find your group and apply to it.

Edited_Joining_a_group_wiki.png

Click on the arrow icon to join group. 

Edited group selet pic wiki.png

IRIS will prompt you to confirm that you want to join the selected group.

Viewing projects

To view projects in your research group, select the "Dashboard" tab and "Inbox". Toggle on the option "show group related requests" (marked with red circle on the figure below). After doing this you should be able to see all group related projects. You can also see your role in the project (submitter, participant or group member).

image2018-10-24_9-54-24.png

You can check the project details (for example the available resources and the project form) by expanding the project line. 

openiris_user_project_details.png

Joining a project

Members of a group can see the group's projects, and can request to be added as participant. 

  • To find your group's projects, see "Viewing projects" above.
  • Expand the project line and select "Participants" tab.
  • With the "Add user..." selector, search for your email address and click "Add as Participant".
    openiris_join_project.png

The project owner will get an email noting your request to join a project.
 

Extending existing projects time

All projects registered in Open IRIS have an end date. To extend projects activity time, you need to click on the arrow icon on your expiring project in the "Inbox" tab. This can only be done by the submitter of the project. Project participants can't request more time for projects.

image2021-12-17_10-3-31.pngBefore asking for the extension, please make sure that the WBS code is still valid for the extension period!

project extension req 2.PNG

If your project is to expire, the end date will have a red text warning about this. Clicking the "request extension" text will open up the calendar were you can choose a new expire date for your project.

project extension req 1.PNG

project extension req 3.PNG

If all went well you should have an additional text informing that the extension has been requested for your project.

project extension req 4.PNG