quick guide to the etip
DESCRIPTION
Quick Guide to the eTIP. V1.3. In this guide……. Basics Overview Navigating More about results A walk through the eTIP What to do if you get stuck. Basics: Where to find it. Go to www.cordis.lu and put your mouse over ‘Interactive Services’ then click ‘eTIP’. Basics: How to start. - PowerPoint PPT PresentationTRANSCRIPT
European Commission1
Quick Guide to the eTIPQuick Guide to the eTIP
V1.3
European Commission2
In this guide……
• Basics
• Overview
• Navigating
• More about results
• A walk through the eTIP
• What to do if you get stuck
• Basics
• Overview
• Navigating
• More about results
• A walk through the eTIP
• What to do if you get stuck
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Basics: Where to find it
Go to www.cordis.lu and put your mouse over ‘Interactive Services’ then click ‘eTIP’
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Basics: How to start
This is the log on screen and from here onwards you can at all times access all the help files and functions on the left hand menu.
The eTIP process starts when a Project Coordinator registers. To understand this let us now get a quick overview of the eTIP…………
NB. You should spend some time reading the help files, especially the Information for… that applies to you.
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Overview: The eTIP structure
Project eTIP
ResultCoordinator/Partner 1
Partner 3
Partner 2
Partner 4
Exploitation PlanOwner
Owner
Owner
The eTIP has general project information and lists results. Each result has one or more Project Partner owners. Each owner will have an exploitation plan if they are exploiting their result themselves.
Result
Result
Result
Exploitation Plan
Exploitation Plan
Exploitation Plan
Owner
Owner
Owner
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Overview: The eTIP process
Coordinator
/Partner 1
Partner 3
Partner 2
Partner 4
Coordinator registers, completes main project details, and allocates results
Coordinator registers, completes main project details, and allocates results
Coordinator completes all details on behalf of partners
Coordinator completes all details on behalf of partners
Coordinator registers, completes main project details, registers partners, allocates results and gives logon/passwords to Project Partners
Coordinator registers, completes main project details, registers partners, allocates results and gives logon/passwords to Project Partners
Coordinator submits eTIPCoordinator submits eTIP
CPO* checks
Basic details
Step 1
Option 1- coordinator does everything
Option 2 - All partners contribute
CPO approves
or rejects eTIP
Coordinator submits eTIPCoordinator submits eTIP
eTIP
Finished
eTIP
Finished
Step 2
Complete detail of individual results and exploitation plans
Step 3
Submit for approval
* CPO = Commission Project or Scientific Officer
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Overview: eTIP checklist
Step 1 - The Coordinator:• Registers themselves and starts the eTIP• Reviews and updates project and partner details• Identify the project results and the owners (partners) of these results• If required, allocates a log-on and password to each partner
Step 2 - The Coordinator OR the other partners individually:
• Complete the details for each result for which they are the owner
• Adds an exploitation plan for results they own and are going to exploit/have
exploited
Step 3 - The Coordinator:
• Checks that any partners have finished their input
• Submits the completed eTIP for approval
The Commission Project Officer:
• At step one is informed that the eTIP is started and checks that it is being completed
by the correct person
• After step three checks and either accepts or rejects the submitted eTIP
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Overview: Who can do what?
• The Project Coordinator can– Start an eTIP and add, delete and update project partners list
– List results and allocate them to the partners
– Complete the whole eTIP alone if required
– Submit the eTIP for approval and print a paper copy (excluding the confidential exploitation plans)
• If allocated a log-on/password any Project Partner can– View and print all results
– Edit their own results
– Add, edit, view and print their own exploitation plans
– Change their personal password to keep their exploitation plans confidential
• The nominated Commission Project Officer can– View and print all information at any time
– Approve/reject submitted eTIPs
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Overview: Passwords and permissions
• The Project Coordinator allocates logons/passwords• The Partners can change their logon/password if they
wish to keep the section on exploitation plans confidential
• Only the Coordinator or the owner of a result can edit that result
• Only the result owner can add or edit their own exploitation plan for that result
NB If the Coordinator is to complete the whole eTIP they can do this via their logon, except for exploitation plans, where they have to log on as the partner owning the result in order to access the exploitation plan for that partner for that result.
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Overview: Publication and confidentiality
• The eTIP contains publishable part that will be disseminated in the public interest, plus a confidential part.
• You cannot specify what information is confidential. You must only put confidential and non-confidential information in the appropriate part.
• The confidential part consists of your own exploitation plans, which will not be published by the Commission.
• If your exploitation plans are highly sensitive you can submit the confidential part only direct to your Commission Project Officer by any reasonable means. You must still complete the rest of the eTIP.
• If you are submitting an interim eTIP you can specify if at that stage you want the publishable part published or not.
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Navigating: Top menu
As well as the main menu which always appears, and the navigation buttons that appear on each page according to the possibilities, you can use the top menu to jump at any time to:
You (where you can change your logon/password),
Your Projects for which you have eTIPs or
Your Results for which you are responsible for providing details.
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Navigating: Buttons
Each editing page has save and cancel buttons so don’t forget to click before exiting
Some view pages have the print facility which produces a printer-friendly page that you can print or save using your browser functions.
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More about results: Preparation
• You should be clear about what exploitable results have come from your research – agree a list. If a result has more than one application think about listing it once for each application.
• Decide which category applies to each result:– Type A: results usable outside the consortium If a result
could be made available for exploitation by others then it should be classed as type A, even if project partners are going to exploit it.
– Type B: results usable exclusively within the consortium If you are only going to allow the project partners to exploit it.
– Type C: non usable results If for some reason your results are not exploitable at all.
• For each result decide which partner(s) will be the owners and who will be the contact person for each result. In the eTIP each owner can have their own exploitation plan for that result.
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Project Partners: 1, 2, 3Exploitable results: A,B,C,D
Result APartner1
Result C
Partner 3
Result BPartner 2
Result D
Licensee
Venturecapital
More about results: Structuring example
Partners 1 and 3 are each exploiting exclusively their own results (A and C) so each completes an exploitation plan which will not be published
Partners 1 and 3 are each exploiting exclusively their own results (A and C) so each completes an exploitation plan which will not be published
Partner 2 requires external venture capital to exploit result B by setting up a company so they describe this in the exploitation plan and in results summary and quantified data sections in order to be published
Partner 2 requires external venture capital to exploit result B by setting up a company so they describe this in the exploitation plan and in results summary and quantified data sections in order to be published
1 and 3 are also jointly seeking an external licensee to exploit result D so they put this in the publishable results summary, IPR and quantified data sections. They do not need an exploitation plan as they are not exploiting themselves.
1 and 3 are also jointly seeking an external licensee to exploit result D so they put this in the publishable results summary, IPR and quantified data sections. They do not need an exploitation plan as they are not exploiting themselves.
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More about results: Exploitation plans
Partner 4
Result X
Partner 4Exploitation Plan
For Result Xusing Result Y
Partner 4 will exploit Result X (new application- owned by himself) using Result Y (new chemical- owned by Partner 5) that is used in the process. If result Y is necessary to exploit his result X, he can request access to this result.
Partner 5 will exploit Result Y in two separate ways (large scale production of new chemical/ development of new application), so the result is listed referring to two different exploitation plans
Each partner listed as an owner of a result has their own exploitation plan for that result.
Partner 5
Result Y
Partner 5Exploitation Plan 1
For Result Y
Partner 5Exploitation Plan 2
For Result Y
Result Y
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More about results: Contact persons
eTIP
Partners can be added/deleted/edited (by Coordinator only). Only contractual partners should be listed, not sub-contractors.
Results
Each result has one nominated contact person, which can be different to the Partner-owner(s), such as an IRC or marketing organisation who will answer enquiries from potential users.
Exploitation plans
The nominated contact person here can be different from the result contact person.
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Now let us take a walk through the eTIP
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Step one: Coordinator
If this is the first eTIP, the Coordinatormust first register themselves.
For all future eTIPs you can re-use the same logon so that you can manage all your eTIPs in one place.
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Step one: Coordinator
Search for your project’s contract number then click to add it to your list of eTIPs.
If you want to edit a previously created eTIP just click on it to go to the master view.
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Step one: Coordinator
This is the ‘master’ view from which you can access the sections of the eTIP, produce a document version, or submit it.
We suggest you start at the top button and work through.
As you complete the sections, they are listed as complete or show the number of entries you have made.
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Step two: Coordinator and other partners
Partners may edit their own results information using the log-on and password allocated by the coordinator in Step one.
Where a partner owns a type A or type B result they may also detail their own exploitation intentions for the result.
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Step two: Coordinator or partners
This is the master editing view of a result.
It reminds you which text sections you have done, or how many entries you have in list sections.
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Step three: The Coordinator
The Coordinator, having either completed the eTIP themselves, or having checked that the partners have all finished their input:-
• Prints a paper TIP for signature
• Sends both paper and the electronic eTIP to the Commission Project Officer.
It is then locked from editing. You are notified by email when it is accepted or rejected by your CPO. If rejected it is unlocked.
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What to do if you get stuck
• Go through the help files and FAQs on the left hand
menu
• If the problem is a technical one to do with using the
eTIP contact the CORDIS Help Desk:
[email protected] Enquiries are analysed to look
for ways to improve the eTIP
• If the problem concerns the information you should
provide, or contractual questions, then you should
contact your Commission Project or Scientific Officer
for that project