Cluster Facilitation teams

Transcription

CROFT PROJECTPIER IMPLEMENTATION MANUAL FOR CADIC CLUSTER FACILITATION TEAMS
This manual comprises three main sections:
1. Initial Administration
1.1. How to Login to the initial CROFT ProjectPier implementation for your Cluster (the Company)
1.2. How to set up the SME Cluster’s Company’s name and profile
1.3. How to edit your own profile within the Company
1.4. How to prepare Welcome project for use
1.5. How to access the Welcome template for the Company.
1.6. How to make a new project called “General Resources” where you can put materials and resources
of use to all the Company members.
2. Description of the Initial Projects Established in the CROFT ProjectPier Implementation
2.1. Cluster Facilitation Team Resources Project
2.2. Welcome Project
2.3. SME CADIC Resources Project
2.4. General Resources Project
3. Company Members Administration
3.1. How to add new members to your Company
3.2. How to give new members access to projects
3.3. How to manage the transition of new members to Voyager (full) members
3.4. How to enable Voyager members to make their own projects
3.5. How to remove members from your Company
© CADIC Guideline. Design by Fraunhofer IPK. Image: Fotolia/ Julien Eichinger.
Author: London Multimedia Lab (London School of Economics and Political Sciences)/ Patrick Humphreys.
Version 1.0. Last updated on 31.03.2013. Contact: [email protected].
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1. INITIAL ADMINISTRATION
This section shows you:
1.1. How to o Login to the initial CROFT ProjectPier implementation for your Cluster (the Company)
1.2. How to set up the SME Cluster’s Company’s name and profile
1.3. How to edit your own profile within the Company
1.4. How to prepare Welcome project for use
1.5. How to access the Welcome template for the Company.
1.6. How to make a new project called “General Resources” where you can put materials and resources of
use to all the Company members.
When your CROFT projectpier implementation is first set up on the CADIC server it comes as a “shell” with
the following implemented.
ÐÐ The initial set of administrators of the implementation, as notified to CADIC online services, is confirmed as the first members of the “Company”: CROFT’s name for the collective of members with access
privileges to the particular implementation. The administrator members of the Company will typically
be the members of the Cluster Facilitation team for your cluster and all will have full administration
privileges in the implementation. Assuming you are an administrator, You will be sent an email by
CROFT-ProjectPier to inform you about this and giving you your login details (i.e., the World Wide Web
URL of the implementation and the user name and password that you should use to access it).
ÐÐ Two projects are set up, with documents in their system providing initial “standard content”, supporting
use of CFOFT and CROFT implementation. These are:
ÐÐ “Cluster Facilitation Team Resources”. This project aims to support the Cluster Facilitation team
(thus you will usually not want to extend access privileges to this project for new members at SME
level as they enter the company.)
ÐÐ “SME CADIC Resources”. This project is a repository of information about the various ways in
which CADIC can support SME cluster members working collaboratively to develop their cluster
and its activities (thus you will usually want to extend access privileges to this project for each new
member at SME level as he or she enters the “Company”.)
ÐÐ at SME level as he or she enters the company.)
ÐÐ A third project, the “Welcome project”, is also included in the initial set-up, which you should customise
as described below.
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1.1. To Login to the initial CROFT ProjectPier implementation for your Company and choose the language you
wish to use in interacting with ProjectPier
At the time when the CROFT ProjectPier is initially set for your cluster (called the “Company” for this implementation), the names of the Company member who will be the administrators for the implementation are
pre-defined. The names are usually those of the Cluster Facilitation Team. You will receive a notification by
email see below:
Note: Initially, your given name is used as the password. You need to change this for security reasons as soon
as possible.
Follow the link and put your given name into the username and password fields. You can then login as an
administrator.
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You can the set the language that you wish to see
on screen in your interactions with ProjectPier. To
do this, click on the “options” button located beneath the “username” box: this will open up the
“language” box. Scroll down the list of languages
in this box, and select your preferred language (in
the example “Spanish” is chosen)
All the ProjectPier menus, headings, descriptions, etc., will then appear in your chosen language (but you can
still upload file content, make comments, etc., written in any language whatsoever)
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1.2. To set up the company’s name and profile
In a CROFT implementation of a virtual collaborative space, the “Company” comprises all those SME Cluster
members who have permission to access that space, and the resources and activities contained within it.
The Cluster Facilitation Team collectively has the responsibility to administer the membership of that space.
Initially, the only members of this company are the Cluster facilitation team, who are given “administrator”
status and privileges. The Cluster Facilitation Team should decide between themselves how to divide up their
administration responsibilities: i.e., who is responsible for what.
First, a name must be given to the “Company”. In the following, the name chosen is “SME Cluster Company”
Then you should fill in the details of the Company’s profile
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1.3. To edit your own profile within the Company
To adjust aspects of your profile go to the View tab and choose “Edit profile”
You then get a dialogue box where you can add details about yourself including your title.
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You can also add an avatar or import one from gravatar.com if
you subscribe to that service. There is also a place for additional contact information.
Additionally, there are fields where you can subscribe to various Instant Message services. It is the decision of the Cluster
Facilitation Team as to whether such services will be used in
your cluster.
1.4.To prepare the Welcome
Project for use
Each CROFT ProjectPier implementation comes, in its initial
form with a Welcome project already set up, but without any
content. To help in establishing the content, in the form you
would like it, there is a “welcome template” included in the file
system of the “Cluster Facilitation Team Resources” project,
which is supplied already set up with initial content included
(Details of this content are provided in section 2 of this manual).
You need to use the Welcome template to write your own “Welcome to the Company”.
This includes defining the information you want from each of
the new members as they join the Company. These requirements will then be placed in the description of the Welcome
Project.
Note: The Welcome Project, General Resources Project and
the SME CADIC Resources Project will, by default, be the only
projects that will be visible to the new members when they sign
up.
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1.5. To access the Welcome template
You will find the Welcome template in the Files section of the Cluster Facilitation Team Resources project (see
below).
You can download the Welcome template and then adjust
its contents to suit your requirements.
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1.6. To create a new project entitled “General Resources”
Go to „My projects“ and choose „Add project“. You can then create a project and name it: “General Resources”
– see below:
Note: The above project has no parent project so that it is easily accessible to all Company members. As the
project supplies basic information there is no need for it to have a priority. As the project is available to all
Company members all should see its description.
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2. DESCRIPTION OF THE INITIAL PROJECTS ESTABLISHED IN THE CROFT
PROJECTPIER IMPLEMENTATION
This section of the manual describes the contents of
2.1. The Cluster Facilitation Team Resources Project
2.2. The Welcome Project
2.3. The SME CADIC resources Project
2.4. The General Resources Project
2.1. The Cluster Facilitation Team Resources Project
The Cluster Facilitation Team Resources project contains materials for use in the setting up of the Company
e.g.
ÐÐ CROFT manuals for the Cluster Facilitation team
ÐÐ Guidelines for designing and developing cluster activities, events and workshops
ÐÐ Integration of on and offline support
ÐÐ Collaborative learning environments
ÐÐ Templates, including
ÐÐ “Welcome” template
ÐÐ “Going Further” templates
ÐÐ Cluster event design templates
2.2. The Welcome Project
The Welcome Project is the first project that a new member of the Company is directed to.
It is where the new members introduce themselves by uploading a brief (approximately 1 A4 page) document
introducing themselves to he Company. Existing members of the Company can then view this introduction to
gain a context on the new member and consider opportunities for collaboration etc.
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2.3. The SME CADIC Resources Project
The SME CADIC Resources Project provides a repository of information about the various ways in which
CADIC can support SME cluster members working collaboratively to develop their cluster and its activities.
It contains, in its file system, a set of documents relating to the CADIC concept that may be of interest to the
members of the “company” in the current SME cluster context. These provide detailed descriptions of all the
items in the “CADIC Toolbox” described in the CADIC Guideline, which you can access atwww.cadic-guideline.org, i.e.,
ÐÐ Collaboration Topic;
ÐÐ Cluster Communication Guideline;
ÐÐ Evaluation and Monitoring Workshop;
ÐÐ Flexible Learning Environments;
ÐÐ IC Benchmarking;
ÐÐ IC Review for SME Networks;
ÐÐ IC Starters Kit;
ÐÐ Organisational Relational Model;
ÐÐ Partner Assessment;
ÐÐ Vision workshop.
ÐÐ If the Cluster Facilitation Team decides it needs to use a structured tool (e.g., cluster communication
plan; IC review for SME Networks, etc.), as part of the development process, then this tool can be
copied as a resource, to a new project set up within the cluster‘s safe virtual collaborative space in
the current CROFT ProjectPier implementation , wher online online discussions can be initiated and
developed, involving the Cluster Facilitation Team and the specific Project team, on how it can be
customized and contextualized for productive use in the current Project context.
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2.4. The General Resources Project
This project is created, and its initial content is assembled, by the Cluster Facilitation Team as part of the initial
set up of their CROFT Virtual Collaboration Space, as described in section 1.
The purpose of the project is to supply information relevant to the Cluster and its purposes, as and when required by company members.
The contents of this project will depend on the requirements of the Company, but can include:
ÐÐ Cluster Specific mission statements
ÐÐ Detailed introduction to the Cluster
ÐÐ Cluster specific support tools and templates
ÐÐ Examples of memoranda of understanding relevant in establishing project teams in the specific cluster
context
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3. ADMINISTRATION OF THE MEMBERSHIP OF THE COMPANY
This section of the manual shows you how to:
3.1. Add new members to the Company
3.2. Give new members access to projects
3.3. Transition new members to Voyage (full) members
3.4. Enable particular Voyager members to create and manage their own projects. These members are
know as “initiators”
The company comprises all those participants in the cluster who currently have access to the CROFT virtual
collaborative space for the cluster, implemented in ProjectPier
The administrators of this CROFT implementation (typically the Cluster Facilitation Team) control and monitor
the membership of the company, by means of these 4 functions.
3.1. To add a new member to the Company
You click on the Administration tab and choose Add Contact (see figure below).
You can then input basic information about the new member and include an initial username and password
(usually the person’s given name in both cases – this can be changed by the new member as part of their
induction process).
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Note: Only members of the Cluster Facilitation Team who have administrator status in the CROFT ProjectPier
implementation can add new members to the Company. Anyone in the Company can nominate a candidate
for membership, but the candidature must be accepted and confirmed by the Cluster Facilitation Team (this is
an offline process), before “new member” status is established for the candidate online.
3.2. To give a new member access to projects
You click on the „Administration“ tab and choose „Company“ then you can choose „Edit Permissions“ (see
figure below).
A new member can be assigned to projects on an individual basis and what they can access in each project
can also be assigned.
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In the „Edit Permissions“ panel (see below) a new member “Example” is able to access the Welcome project
but not the Cluster Facilitation Team Resources.
Note: When a new member joins the Company the Welcome project is the only project they have access to.
However, after a short induction process new members are converted to Voyager members with full rights
regarding the development of their own projects. This process is monitored and managed by the Cluster Facilitation Team.
3.3. To transition a new member to a Voyager (full) member
New members need to upload to the Welcome Project a document introducing themselves to the existing
members of the Company to become a voyager (full) member.
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New members can notify all Company members of their arrival in the Cluster. The Description box also allows
for a written introduction. Existing members can post a comment in reply if they wish.
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In addition, new members
are asked to explore the
SME CADIC Content project and download a file to
view and comment on it.
Once new members complete this task they then
have completed the transition to Full Member.
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3.4. To enable Voyager members to make their projects
(as Initiators)
You click on the „Administration“ tab and choose „Company“ then you can choose „Edit User Account“ (see
figure below).
Apart from the usual basic information relating to the new member there are also switches to allow a new
member to make their own projects (see below).
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Note:
In the above example the
new member is not given administration rights and has to be asked to
join new projects.
Note: LDAP above refers to a
method of checking a member’s
addresses across the Company –
please discuss this option with the
system administrator.
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Cluster Facilitation teams

Transcription

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