Usage

Registration

The registration process for Scorpion is a two-step process. First, the new user needs to fill out the registration form.

Registration Form

After that a request is added to the administration panel and an administrator needs to approve or decline the request. If it is approved, the user can sign either using their username and password or email and password as credentials.

This provides basic access to Scorpion. The newly registered user has access to all visualization features. To register new services or submit measurements for existing services, membership to a service provider needs to be requested. For this the user can visit the Profile from the User Menu.

User Menu with entry Profile highlighted.

From the Profile the user can request membership by opening the dialog with the Add Button and selecting the relevant service provider from the drop down menu. After sending the request, an administrator can decide whether to accept or decline the request.

Profile view with an pending request for membership to a service provider.

Service Registration via BONSAI Form

To register a new service with Scorpion, one visits the Service Registration view, which can be found in the top left hand menu.

Context menu with navigation to the Service Registration.

The service registration is implemented with the BONSAI Form (NFDI4Biodiversity onboarding of services application form). The BONSAI Form is structured into a multi-step form with mandatory and recommended fields. The recommended fields are highlighted by a darker background and until filled prevent moving to the next step. Steps include: - General information - Organization information - Support - Technical infrastructure - Documentation - Reporting

BONSAI Form used to register services.

The last step Reporting defines the service’s KPI set. Here, the user selects a service category, which adds several KPIs with differing necessities. Additionally, the user can choose to add other KPIs as optional to their service.

Reporting step of the BONSAI Form with category selection and option to add optional KPIs.

KPI Submission using the Web Interface

The KPI Submission using the Web Interface is only possible monthwise. From the Context Menu in the top left hand corner the user needs to navigate to KPI Submission, where they can select from all services of all service providers they are member of. After a service is selected, the service KPI set is loaded and the user can select for which month they want to submit the KPI measurements for. After entering all measurements, they click Submit and a pop up message confirms that the measurements are stored.

Monthly KPI Submission using the Web Interface. The user selects the service and the month and enters all KPI measurements.

KPI Visualizations

Users can visualize the KPI measurements of all services registered with Scorpion. This includes services of providers that they are not member of. Measurements can either be visualized with a table:

or as a line chart: