Participants Overview
Understanding participant management in Greendex
Participants Overview
Participants are individuals who take part in your Erasmus+ projects and submit their carbon footprint data through the participation form.
What is a Participant?
In Greendex, a Participant is:
- Someone attending your Erasmus+ activity (youth exchange, training, meeting)
- A person who submits travel and carbon footprint information
- Associated with specific projects in your organization
- Has limited access to the Greendex platform
Participant vs Team Member
It's important to distinguish between:
| Aspect | Participant | Team Member (Owner/Employee) |
|---|---|---|
| Access | Limited to participation form | Full platform access |
| Role | Attends projects | Manages projects |
| Permissions | Submit own carbon data | Manage all project data |
| Invitation | Through project participation | Through team invitations |
| Account | May or may not have login | Has full user account |
How Participants Join
Through Public Participation Form
The most common way:
- Organizer shares project participation link
- Participant visits the public form
- Fills in personal and travel information
- Submits carbon footprint data
- Automatically added to the project
Through Team Invitation
Participants can also be invited:
- Owner or Employee sends invitation
- Participant receives email
- Creates account (if needed)
- Joins as Participant role
- Can access assigned projects
Participant Data
What We Collect
Participants provide:
Personal Information
- Name - Full name for identification
- Email - Contact and account purposes
- Country - Origin country for statistics
Travel Information
- Transport mode - Plane, train, bus, car
- Departure location - Where they traveled from
- Arrival location - Project venue
- Distance - Calculated or provided
- Travelers - Number of people (for shared transport)
Additional Information
- Dietary preferences - For carbon calculations
- Accommodation - Type of lodging
- Special requirements - Accessibility needs
Data Usage
Participant data is used for:
- Carbon footprint calculation - Primary purpose
- Project statistics - Aggregated reporting
- Organization insights - Trend analysis
- Grant reporting - Required documentation
Data Protection
Greendex protects participant data:
- GDPR compliant - European data protection standards
- Encrypted storage - Secure database storage
- Access controls - Only authorized team members
- Retention policies - Data kept only as needed
Participant Lifecycle
1. Registration
Participant becomes known to the system:
- Visits participation form
- Enters personal information
- Creates a participant record
- Associated with the project
2. Data Submission
Participant submits carbon information:
- Enters travel details
- Provides transport information
- Submits the form
- Data is validated and stored
3. Participation
During the project:
- Data appears in project dashboard
- Included in statistics
- Can update submission (if enabled)
- Visible to project organizers
4. Completion
After the project:
- Data included in final reports
- Participant record archived
- Can be invited to future projects
- Account remains if created
Managing Participants
Viewing Participants
Access participant information:
- Go to Participants in the sidebar
- See list of all organization participants
- Or view project-specific participants in project details
Participant Information
Available data includes:
- Personal details (name, email, country)
- Project associations
- Submission status
- Carbon footprint totals
- Activity history
Actions
Organizers can:
- View details - See participant information
- Edit data - Correct errors (with permissions)
- Remove - Delete participant from project
- Export - Download participant data
- Contact - Send communications
Participant Statuses
Registration Status
| Status | Description |
|---|---|
| Invited - Invitation sent, not yet responded | |
| Registered - Created account or filled form | |
| Active - Currently participating | |
| Completed - Finished participation | |
| Withdrawn - Left the project |
Submission Status
| Status | Description |
|---|---|
| Not Submitted - No carbon data yet | |
| Partial - Some information provided | |
| Submitted - Complete data received | |
| Validated - Data checked and approved | |
| Needs Review - Potential issues flagged |
Best Practices
For Organizers
Before the Project
- Share link early - Give participants time to respond
- Provide instructions - Explain what's needed
- Set deadline - Clear submission timeline
- Send reminders - Follow up with non-submitters
During Data Collection
- Monitor progress - Check submission rates
- Help participants - Assist with questions
- Validate data - Check for errors or outliers
- Follow up - Contact missing participants
After Completion
- Thank participants - Acknowledge their contribution
- Share results - Show carbon footprint totals
- Archive data - Store for required periods
- Plan improvements - Use insights for next time
For Participants
Filling the Form
- Be accurate - Correct information ensures valid calculations
- Include all travel - Don't forget return journeys
- Estimate if needed - Approximate distances are acceptable
- Submit early - Don't wait until the deadline
Data Privacy
- Know your rights - Understand GDPR protections
- Ask questions - Contact organizers with concerns
- Update if needed - Correct mistakes promptly
- Consent matters - Ensure you agree to data use
Troubleshooting
Participant Can't Access Form
If the participation form isn't working:
- Check the link - Ensure it's the correct URL
- Verify project - Confirm project is active
- Try different browser - Browser compatibility issues
- Contact organizer - Report technical problems
Data Not Appearing
If participant submissions aren't visible:
- Check submission - Verify form was submitted
- Wait momentarily - Data may take moments to sync
- Refresh page - Reload to see updates
- Check filters - Ensure not filtered out
Wrong Information
If participant data is incorrect:
- Can edit - Some fields can be updated
- Contact organizer - Request corrections
- Resubmit - Fill form again if needed
- Document changes - Keep record of corrections
Related Topics
- Participant Management - Detailed management guide
- Participation Form - How participants submit data
- Project Details - View participants per project
- Public Participation - Overview of the participation system