How to Add and Manage Expert Profiles | Scribe

    How to Add and Manage Expert Profiles

    • 2 minutes
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    HEI Users must have the HEI Resource Manager role assigned to access the steps demonstrated in this guide. \ \ See [User Authorization and How to Manage Users](https://scribehow.com/shared/How_to_Manage_Users_and_Create_a_New_User__tG3i3WotQxyWjTJv11rfmQ#6cfe628e) for more information.

    Add New Expert

    1
    Click "Facilities" under "Resources"
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    Please note: Experts are always affiliated with at least one facility. If the facility the expert is affiliated with is not populated in OCIP, first [add their facility ](https://scribehow.com/shared/Add_Academic_Units__kYW8sSCMSwCZv_vB4WDXRA#cdb0b96b)and then follow steps 2-13 outlined below.
    2
    Click "Expert" in the "Actions" column to add an expert under a specific facility.
    3
    Complete the following fields: - Expert’s Name - Position Title - Email Address - Phone Number
    4
    Click "Next"
    5
    Select the expert's type.
    6
    Select the expert's area of expertise using the SR&ED 3-level taxonomy (Area, Discipline, and Field)
    7
    Complete the "Profile" field.
    8
    Click "Next"
    9
    Indicate if: - the expert can initiate an OCIP Request for Collaboration (future feature) - the expert is available to do Scoping of Innovation Challenges - the expert is available to work on Projects - the expert can be designated as a Principal Investigator (PI)
    10
    Define rate type and provide Per Diem rate.
    11
    Check the "Enabled" flag to make the expert's information available to users on the platform.
    12
    Choose the Visibility type, which indicates who has access to view information about this expert. Your options are as follows: - Own Users Only: only users from this HEI can see it.  - Own Users and OCIP Staff: only users with OCIP roles can see it.  - All Portal Users: any logged in user may see it as a search result. We recommend selecting this option for all equipment   - Public: anybody can see it, including unauthenticated users and external applications. 
    13
    Click "Save"

    Update or Edit Existing Expert Profiles

    14
    Click "Experts" under "Resources"
    15
    Click "Manage" in the "Actions" column.
    16
    Click the "TO DO" button to view a list of items required to complete the expert's profile.