Regapp docs revision

docs/get-started/allocation/requesting-an-allocation.md

@@ -5,21 +5,39 @@ by clicking the "Request Resource Allocation" button as shown below:
 
 ![Requesting an Allocation](images/new_resource_allocation.png)
 
+On the shown page, you will be able to choose either *OpenStack Resource Allocation*
+or *OpenShift Resource Allocation* by specifying either **NERC (OpenStack)** or
+**NERC-OCP (OpenShift)** in the **Resource** dropdown option. **Note:** The
+first option i.e. **NERC (OpenStack)**, is selected by default.
+
 ## Request A New OpenStack Resource Allocation for an OpenStack Project
 
 ![Request A New OpenStack Resource Allocation](images/coldfront-request-new-openstack-allocation.png)
 
+If users have already been added to the project as
+[described here](manage-users-to-a-project.md), the **Users** selection section
+will be displayed as shown below:
+
+![Request A New OpenStack Resource Allocation Selecting Users](images/coldfront-request-new-openstack-allocation-with-users.png)
+
+In this section, the project PI/manager(s) can choose user(s) from the project
+to be included in this allocation before clicking the "Submit" button.
+
+!!! tip "Read the End User License Agreement Before Submission"
+    You should read the shown End User License Agreement (the "Agreement").
+    By clicking the "Submit" button, you agree to the Terms and Conditions.
+
 !!! warning "Important: Requested/Approved Allocated OpenStack Storage Quota & Cost"
-    Ensure to choose **NERC (OpenStack)** in the Resource option and specify your
+    Ensure you choose **NERC (OpenStack)** in the Resource option and specify your
     anticipated computing units. Each allocation, whether requested or approved,
-    will be billed for the associated costs based on the **pay-as-you-go** model.
-    The exception is the **Storage quotas**, specifically the "OpenStack Volume
-    GB Quota" where the cost is determined by the requested and approved allocation
-    values to reserve storage from the total NESE storage pool. If you have common
-    questions or need more information, refer to our
+    will be billed based on the **pay-as-you-go** model. The exception is for
+    **Storage quotas**, specifically the "OpenStack Volume GB Quota", where the
+    cost is determined by [your requested and approved allocation values](allocation-details.md#pi-and-manager-allocation-view-of-openstack-resource-allocation)
+    to reserve storage from the total NESE storage pool. If you have common questions
+    or need more information, refer to our
     [Billing FAQs](../../get-started/cost-billing/billing-faqs.md) for comprehensive
     answers. Keep in mind that you can easily scale and expand your current resource
-    allocations within your project by following this [this documentation](allocation-change-request.md#request-change-resource-allocation-attributes-for-openstack-project)
+    allocations within your project by following [this documentation](allocation-change-request.md#request-change-resource-allocation-attributes-for-openstack-project)
     later on.
 
 ### Resource Allocation Quotas for OpenStack Project
@@ -50,6 +68,19 @@ integer value that corresponds to multiple OpenStack resource quotas. For exampl
 
 ![Request A New OpenShift Resource Allocation](images/coldfront-request-new-openshift-allocation.png)
 
+If users have already been added to the project as
+[described here](manage-users-to-a-project.md), the **Users** selection section
+will be displayed as shown below:
+
+![Request A New OpenShift Resource Allocation Selecting Users](images/coldfront-request-new-openshift-allocation-with-users.png)
+
+In this section, the project PI/manager(s) can choose user(s) from the project
+to be included in this allocation before clicking the "Submit" button.
+
+!!! tip "Read the End User License Agreement Before Submission"
+    You should read the shown End User License Agreement (the "Agreement").
+    By clicking the "Submit" button, you agree to the Terms and Conditions.
+
 ### Resource Allocation Quotas for OpenShift Project
 
 The amount of quota to start out a resource allocation after approval, can be
@@ -69,17 +100,17 @@ integer value that corresponds to multiple OpenShift resource quotas. For exampl
 | `Ephemeral Storage(GB)`  | 5                                     |
 
 !!! warning "Important: Requested/Approved Allocated OpenShift Storage Quota & Cost"
-    Ensure to choose **NERC-OCP (OpenShift)** in the Resource option (**Always Remember:**
-    the first option i.e. **NERC (OpenStack)** is selected by default!) and specify
+    Ensure you choose **NERC-OCP (OpenShift)** in the Resource option (**Always Remember:**
+    the first option, i.e. **NERC (OpenStack)** is selected by default!) and specify
     your anticipated computing units. Each allocation, whether requested or approved,
-    will be billed for the associated costs based on the **pay-as-you-go** model.
-    The exception is the **Storage quotas**, specifically the "OpenShift Request
-    on Storage Quota (GB)" where the cost is determined by the requested and
-    approved allocation values to reserve storage from the total NESE storage pool.
-    If you have common questions or need more information, refer to our
+    will be billed based on the **pay-as-you-go** model. The exception is for
+    **Storage quotas**, specifically the "OpenShift Request on Storage Quota (GB)",
+    where the cost is determined by [your requested and approved allocation values](allocation-details.md#pi-and-manager-allocation-view-of-openshift-resource-allocation)
+    to reserve storage from the total NESE storage pool. If you have common
+    questions or need more information, refer to our
     [Billing FAQs](../../get-started/cost-billing/billing-faqs.md) for comprehensive
-    answers. Keep in mind that you can easily scale and expand your current
-    resource allocations within your project by following this [this documentation](allocation-change-request.md#request-change-resource-allocation-attributes-for-openshift-project)
+    answers. Keep in mind that you can easily scale and expand your current resource
+    allocations within your project by following [this documentation](allocation-change-request.md#request-change-resource-allocation-attributes-for-openshift-project)
     later on.
 
 ---

docs/get-started/cost-billing/billing-process-for-harvard.md

@@ -27,8 +27,8 @@ with your HarvardKey. The PI's submission of the corresponding HUIT
 "**Customer Code**" is now seamlessly integrated into the PI user account role
 submission process. This means that PIs can provide the corresponding HUIT
 "**Customer Code**" either while submitting [NERC's PI Request Form](https://nerc.mghpcc.org/pi-account-request/)
-or by creating a new ticket in [NERC's Support Ticketing System](https://mghpcc.supportsystem.com/open.php)
-under the "NERC PI Account Request" option in the Help Topic dropdown list.
+or by submitting a new ticket at [NERC's Support Ticketing System](https://mghpcc.supportsystem.com/open.php)
+under the "NERC PI Account Request" option in the **Help Topic** dropdown menu.
 
     !!! abstract "What if you already have an existing Customer Code?"
         *Please note that if you already have an existing active NERC account, you

docs/get-started/create-a-user-portal-account.md

@@ -1,119 +1,137 @@
 # User Account Types
 
 NERC offers two types of user accounts: a **Principal Investigator (PI) Account**
-and a **General User Account**. All General Users must be assigned by a PI to their
-approved project by an active NERC PI account or by delegated manager(s).
+and a **General User Account**. All General Users must be assigned to their project
+by an active NERC PI or by one of the delegated project manager(s), as
+[described here](allocation/manage-users-to-a-project.md). Then, those project
+users can be added to the resource allocation during a new allocation request or
+at a later time.
 
 !!! question "Principal Investigator Eligibility Information"
     - MGHPCC consortium members, whereby they enter into an service agreement with
     MGHPCC for the NERC services.
 
-    - Non-members of MGHPCC can also be PIs of NERC Services, but must also have an active non-member agreement with MGHPCC.
+    - Non-members of MGHPCC can also be PIs of NERC Services, but must also have
+    an active non-member agreement with MGHPCC.
 
-    - External research focused institutions will be considered on a case-by-case basis and are subject to an external customer cost structure.
+    - External research focused institutions will be considered on a case-by-case
+    basis and are subject to an external customer cost structure.
 
-PI accounts are able to request Resource Allocations. A PI account enables a user
-to log into NERC's computational project space; apply for allocations of NERC resources
-and grant access to other users; and delegate responsibilities to other collaborators
-from the same institutions or elsewhere as managers using
-[NERC's ColdFront interface](https://coldfront.mss.mghpcc.org/).
+A PI account can request allocations of NERC resources, grant access to other
+general users enabling them to log into NERC's computational project space, and
+delegate its responsibilities to other collaborators from the same institutions
+or elsewhere as managers using [NERC's ColdFront interface](https://coldfront.mss.mghpcc.org/),
+as [described here](allocation/manage-users-to-a-project.md#user-roles).
 
 ## Getting Started
 
 Any faculty, staff, student, and external collaborator must request a user account
-through the [MGHPCC Shared Services (MGHPCC-SS) Account Portal](https://regapp.mss.mghpcc.org/)
+through the [MGHPCC Shared Services (MGHPCC-SS) Account Portal](https://regapp.mss.mghpcc.org/),
 also known as **"RegApp"**. This is a web-based, single point-of-entry to the NERC
-system that displays a user welcome page. The welcome page of the account registration
-site displays instructions on how to register a General User account on NERC, which
-are shown in the image below:
+system that displays a user welcome page. The welcome page of the account
+registration site displays instructions on how to register a General User
+account on NERC, as shown in the image below:
 
 ![MGHPCC Shared Services (MGHPCC-SS) Account Portal Welcome Page](images/regapp-welcome-page.png)
 
-There are two options: either register for a new account or to manage an existing
+There are two options: either register for a new account or manage an existing
 one. If you are new to NERC and want to register as a new MGHPCC-SS user, click
 on the "Register for an Account" button. This will redirect you to a new web page
 which shows details about how to register for a new MGHPCC-SS user account. NERC
 uses **CILogon** that supports login either using your Institutional Identity
 Provider (IdP).
 
 Clicking the "Begin MGHPCC-SS Account Creation Process" button will initiate the
-account creation process. You will be redirected to a site managed by CILogon where
-you will select your institutional or commercial identity provider as shown below:
+account creation process. You will be redirected to a site managed by CILogon
+where you will select your institutional or commercial identity provider, as
+shown below:
 
 ![CILogon Page](images/CILogon.png)
 
 Once selected, you will be redirected to your institutional or commercial identity
-provider where you will login as shown here:
+provider, where you will log in, as shown here:
 
 ![Institutional IdP Login Page](images/institutional_idp.png)
 
-At the completion of that logon, your browser will be redirected to the MGHPCC-SS
-Account Management site where you will complete your MGHPCC-SS account creation process.
-
-After successful logon, your browser will redirect back to the MGHPCC-SS Registration
-Page and ask for review and confirmation of creating your account with fetched information
-to complete the account creation process.
+After a successful log on, your browser will be redirected back to the MGHPCC-SS
+Registration Page and ask for a review and confirmation of creating your account
+with fetched information to complete the account creation process.
 
 ![User Account Review Before Creation Page](images/user-account-review-page.png)
 
 !!! warning "Very Important"
-    If you don't click the "Create MGHPCC-SS Account" button, your account will not
-    be created! So this is a very important step, to review and also click on the
-    "Create MGHPCC-SS Account" button to save your information.
+    If you don't click the "Create MGHPCC-SS Account" button, your account will
+    not be created! So, this is a very important step. Review your information
+    carefully and then click on the "Create MGHPCC-SS Account" button to save
+    your information.
 
-You can make any corrections that you need and fill in any blank fields i.e. "Research
-Domain" and then click the "Create MGHPCC-SS Account" button. This will automatically
-send an email to your email address with a link to validate and confirm your account
-information.
+You can make any corrections that you need and fill in any blank fields, such as
+"Research Domain", and then click the "Create MGHPCC-SS Account" button. This
+will automatically send an email to your email address with a link to validate
+and confirm your account information.
 
 ![User Account Email Verification Page](images/account-email-verification-page.png)
 
-Once you get an email and click on the provided validation web link, you will make
-sure that your user account is created and valid by viewing the following page:
+Once you receive an "MGHPCC-SS Account Creation Validation" email, review your
+user account information to ensure it is correct. Then, click on the provided
+validation web link and enter the unique account creation **Confirmation Code**
+provided in the email as shown below:
+
+![MGHPCC-SS Account Creation Validation](images/account_creation_confirmation.png)
+
+Once validated, you need to ensure that your user account is created and valid
+by viewing the following page:
 
 ![Successful Account Validation Page](images/successful-account-validation.png)
 
-!!! question "Help"
-    If you have an institutional identity, it's preferable that you use that identity
+!!! question "Important Note"
+    If you have an institutional identity, it's preferable to use that identity
     to create your MGHPCC-SS account. Institutional identities are vetted by identity
     management teams and provide a higher level of confidence to resource owners
-    when granting access to resources. You can only link one university account to
-    a MGHPCC-SS account; if you have multiple university accounts you will only be
-    able to link one of those accounts to your MGHPCC-SS account. If at a later date,
-    you want to change which account is connected to your MGHPCC-SS identity you
-    can by contacting [help@nerc.mghpcc.org](mailto:help@nerc.mghpcc.org?subject=NERC%20User%20Account%Help).
+    when granting access to resources. You can only link one university account
+    to an MGHPCC-SS account; if you have multiple university accounts, you will
+    only be able to link one of those accounts to your MGHPCC-SS account. If, at
+    a later date, you want to change which account is connected to your MGHPCC-SS
+    identity, you can do so by contacting [help@mghpcc.org](mailto:help@mghpcc.org?subject=MGHPCC-SS%20User%20Account%Help).
 
 ## How to update and modify your MGHPCC-SS account information?
 
-1. Login your MGHPCC-SS account
+1. Log in to the [RegApp](https://regapp.mss.mghpcc.org/) using your MGHPCC-SS account.
+
+2. Click on "Manage Your MGHPCC-SS Account" button as shown below:
+
+    ![MGHPCC-SS Account Update](images/account_update.png)
 
-2. Click on "Manage Your MGHPCC-SS Account" button
+3. Review your currently saved account information, make any necessary corrections
+or updates to fields, and then click on the "Update MGHPCC-SS Account" button.
 
-3. Review your currently saved account information, change any fields that require
-correction or updates and then click on the "Update MGHPCC-SS Account" button.
+4. This will send an email to verify your updated account information, so please
+check your email address.
 
-4. This will send an email to verify your updated account information so check your
-email address.
+5. Confirm and validate the new account details by clicking the provided validation
+web link and entering the unique **Confirmation Code** provided in the email as
+shown below:
 
-5. Confirm and validate the new account details by verifying them by clicking the
-provided link on your email.
+    ![MGHPCC-SS Account Update Validation](images/account_update_confirmation.png)
 
 ## How to request a Principal Investigator (PI) Account?
 
-The process for requesting and obtaining **PI Account** is relatively simple by
-filling out [this NERC Principal Investigator (PI) Account Request form](https://nerc.mghpcc.org/pi-account-request/)
+The process for requesting and obtaining a **PI Account** is relatively simple.
+You can fill out [this NERC Principal Investigator (PI) Account Request form](https://nerc.mghpcc.org/pi-account-request/)
+to initiate the process.
 
-**Alternatively,** PI can request for a Principal Investigator (PI) user account
-by submitting a new ticket at
-[the NERC's Support Ticketing System](https://mghpcc.supportsystem.com/open.php)
-under "NERC PI Account Request" option on **Help Topic** as shown in the image below:
+**Alternatively,** users can request a Principal Investigator (PI) user account
+by submitting a new ticket at [the NERC's Support Ticketing System](https://mghpcc.supportsystem.com/open.php)
+under the "NERC PI Account Request" option in the **Help Topic** dropdown menu,
+as shown in the image below:
 
 ![the NERC's Support Ticketing System PI Ticket](images/osticket-pi-request.png)
 
 !!! info "Information"
-    So, once your PI user request is reviewed and approved by NERC's administration
-    staff - you will recieve an email confirmation form NERC's support system i.e.
-    help@nerc.mghpcc.org. You are going to get into NERC's ColdFront resource
-    allocation management portal using the PI user role.
+    Once your PI user request is reviewed and approved by NERC's admin, you will
+    receive an email confirmation from NERC's support system, i.e.,
+    **help@nerc.mghpcc.org**. Then, you can access [NERC's ColdFront resource
+    allocation management portal](https://coldfront.mss.mghpcc.org/) using the
+    PI user role, as [described here](allocation/coldfront.md).
 
 ---

docs/get-started/user-onboarding-on-NERC.md

@@ -14,11 +14,10 @@ The overall user flow can be summarized using the following sequence diagram:
 2. **PI** will send a request for a Principal Investigator (PI) user account role
 by submitting: [NERC's PI Request Form](https://nerc.mghpcc.org/pi-account-request/).
 
-    **Alternatively,** PI can request for a Principal Investigator (PI) user account
-    role by submitting a new ticket at
-    [the NERC's Support Ticketing System](https://mghpcc.supportsystem.com/open.php)
-    under "NERC PI Account Request" option on **Help Topic** as shown in the image
-    below:
+    **Alternatively,** users can request a Principal Investigator (PI) user account
+    by submitting a new ticket at [the NERC's Support Ticketing System](https://mghpcc.supportsystem.com/open.php)
+    under the "NERC PI Account Request" option in the **Help Topic** dropdown menu,
+    as shown in the image below:
 
     ![the NERC's Support Ticketing System PI Ticket](images/osticket-pi-request.png)
 

docs/migration-moc-to-nerc/Step3.md

@@ -361,7 +361,7 @@ the next steps.
 
         1. If for some reason the earlier approved resource quota is not
         sufficient you can request further quota by following
-        [these steps](https://nerc-project.github.io/nerc-docs/get-started/get-an-allocation/#request-change-to-resource-allocation-to-an-existing-project).
+        [these steps](https://nerc-project.github.io/nerc-docs/get-started/allocation/allocation-change-request/).
 
 1. Repeat [this section](#create-nerc-instances-using-moc-volumes)
 for each instance you need to create.