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--- transnational_access:transnational_access:research_visits [2026/02/13 09:56] – created fincons
+++ transnational_access:transnational_access:research_visits [2026/02/13 10:06] (current) – fincons
@@ Line 1: / Line 1: @@
-==== Management of Research Visits ====
+====== Visit Management ======
-=== Overview of Research Visits ===
+===== Overview of Research Visits =====
 The research visit represents the operational phase of the Transnational Access programme and takes place after the acceptance of a Research Proposal.
-Through the WP11 TNA platform, visits are planned, monitored, and completed according to a structured lifecycle that ensures traceability and control of all activities performed.
+Through the WP11 TNA platform, visits are planned, monitored, and completed according to a structured lifecycle that ensures traceability and control of the activities performed.
-The management of visits primarily involves the Host Coordinator and the Fellow, each acting within their respective responsibilities.
+Visit management primarily involves the Host Coordinator and the Fellow, each acting according to their respective responsibilities.
-=== Creation of the Visit ===
+----
-A visit is automatically generated following the acceptance of a Research Proposal.
+===== Creation of the Visit =====
+A visit is generated following the acceptance of a Research Proposal.
 At the time of creation:
-  * the visit is automatically set to the status ''Draft'';
+  * the visit is automatically set to the Draft status;
-  * the main information from the accepted proposal is linked to the visit;
+  * the main information of the accepted proposal is associated with the visit;
   * the visit becomes visible to the involved actors.
-The ''Draft'' status allows completion and verification of the necessary details before final planning.
+The Draft status allows completion and verification of the required details before final planning.
-=== Planning of the Visit ===
+----
-The planning of the visit is the responsibility of the Host Coordinator.
+===== Planning of the Visit =====
+Planning the visit is the responsibility of the Host Coordinator.
 During this phase, the Host Coordinator may:
   * define the visit period;
-  * confirm the availability of the hosting facilities;
+  * confirm the availability of hosting facilities;
-  * update the operational information required for the visit.
+  * update the operational information necessary for the execution of the visit.
-Once planning is completed, the visit changes to the status ''Planned''.
+Once planning is completed, the visit transitions to the Planned status.
-=== Execution of the Visit ===
+----
-During the execution phase:
+===== Execution of the Visit =====
+During the visit:
   * the Fellow carries out the planned research activities;
-  * the Host Coordinator provides institutional support at the hosting organisation;
+  * the Host Coordinator provides the necessary institutional support;
-  * visit information remains accessible but is no longer editable.
+  * visit information remains available for consultation but is no longer editable.
-The platform allows monitoring of the visit status in accordance with the defined workflow.
+The platform allows monitoring of the visit status in alignment with the defined process.
-=== Completion of the Visit ===
+----
-At the end of the research activities, the Host Coordinator updates the visit status by selecting the action ''Finish''.
+===== Completion of the Visit =====
-With this action:
+At the end of the research activities, the Host Coordinator selects the Finish action.
-  * the visit changes to the status ''Finished'';
+As a result:
-  * the operational phase of the visit is considered concluded;
-  * it becomes possible to proceed with reporting and documentation activities.
+  * the visit transitions to the Finished status;
+  * the operational phase of the visit is formally concluded;
+  * post-visit reporting activities may proceed.
 A completed visit is no longer editable.
-=== Cancellation of the Visit ===
+----
-If the Fellow is unable to carry out the visit or if conditions prevent its execution, the Host Coordinator may cancel the visit.
+===== Cancellation of the Visit =====
+If the Fellow is unable to carry out the visit or circumstances prevent its execution, the Host Coordinator may cancel the visit.
 In case of cancellation:
-  * the visit changes to the status ''Cancelled'';
+  * the visit transitions to the Cancelled status;
   * the visit does not proceed to completion;
-  * the cancellation is recorded by the system for traceability purposes.
+  * all involved actors are informed through notification.
+The cancellation is recorded by the system for historical traceability and audit purposes.
+----
+===== Operational Restrictions and Permissions =====
-=== Operational Restrictions and Permissions ===
+The actions allowed on a visit depend on its current status:
-The actions available for a visit depend on its current status:
+  * in the Draft status, the visit can be modified;
+  * in the Planned status, information is available for consultation;
+  * in the Finished and Cancelled statuses, the visit is read-only.
-  * in the ''Draft'' status, the visit can be modified;
+This mechanism ensures compliance with the visit lifecycle and prevents unauthorised modifications.
-  * in the ''Planned'' status, the information is accessible but not editable;
-  * in the ''Finished'' and ''Cancelled'' statuses, the visit is read-only.
-This mechanism ensures compliance with the defined lifecycle and prevents unauthorised modifications.
+----