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User List Validations
As part of the annual ERCAP renewal process PIs (or PI Proxies) must certify their current user list. This means: review, correct and certify contact information, citizenship, and project role for your active users. DOE requires this to be done once a year, but the information can and should be updated whenever there is a change.How to do your User List Certification
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Renew your current year ERCAP request for the next allocation year. See Help for Creating ERCAP Request Forms.
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Once you have saved the Project Information tab for your renewed request you can click the Validate User List tab. You will see a display like the one below:
Sample Display
- Review and if necessary correct the following for each active user:
- email address: note that email addresses should be organizational aliases (like user@llnl.gov)
- work phone number
- organization
- citizenship
- project role
Project roles are:
- Principal Investigator: Can edit the ERCAP request form and manage user lists. This role cannot be selected; if you need to change the project PI contact support@nersc.gov.
- PI Proxy: Can edit the ERCAP request form and manage user lists.
- Project Manager: Can manage user lists.
- User: Can charge time to some resource.
- Deleted: Is no longer a member of the project. If you select
Deleted: the user
will be immediately limited and then restricted in all of the project's repositories (an exception is if you
delete a PI Proxy; in this case the deletion will not take effect until the
start of the new fiscal year).
You should consider deleting users who have been inactive for six or more months, as well as users who have not signed the current Computer Use Policy Form (this is indicated by a value of "OLDFORM" or "NONE" in the column Signed Policies).
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When you want to save your changes to the NIM database, click the Save All Rows button at the bottom of the frame. You can come back later and make more changes.
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When you are done verifying the information for all of your active users (those with a project role other than "Deleted") click the check box that says I certify that the above user information is correct for all active users in this Project (Active means any project role other than Deleted). DOE requires that this be done once a year. Note that you will not be able to mark your renewed ERCAP Request Form as "Finished" until you have done this.
