Welcome


The illustrations in the provided Wiki pages are for consultation purpose only and may not always reflect the latest implementation. 

This page provides step-by-steps instructions on how to create and complete mobility activities in Erasmus+ Key Action 1 granted projects in Beneficiary module. We are using a KA152, call 2022, project as an example. 

A mobility activity contains the details of an individual participant, the travel details to and from the sending and receiving organisations, the start and end dates of the activity, and the budgetary amounts required. Depending on the activity type and participant role in the activity, the participant may be asked to submit a participant report. An overview of the participant report can also be viewed from the mobility activity, as well as related certificates. 

In the Mobility Activities section of your project in Beneficiary module you can fill in basic participant information and other details, save the information as a draft and continue to update the mobility activity either immediately or at a later stage. Where applicable, you can also manage and monitor participant reports. 

As you must provide information regarding the Sending and Receiving organisation for a mobility activity, all organisations participating in your project must be available in the Organisations of your project. Depending on the action type of your project, you may also have to add the related activities in your project before adding the mobility activities, as they may have to be linked to an activity

For general instructions on how to create and manage mobility activities in beneficiary projects in Beneficiary module, please see the page Add mobility activities to projects.

For a quick overview of Mobility Activities in Beneficiary module, please view the eLearning video.

It is also possible to complete all mobility activities using the import and export of mobility activities function, depending on the action type of the project. For a quick overview of import and export of mobility activities in Beneficiary module, please view the eLearning video. 

Draft mobility activities must be completed or removed before attempting to submit the beneficiary report, as they will not be considered in the budget summary. 

Mobility activities can only be managed by project contacts with edit rights in the project if the project status is Project ongoing

 

The form content for a mobility activity will adapt based on your input and will provide feedback such as warning messages or error messages if information is missing or eligibility rules are not observed. 

For specifics explanations for each key action, please see the following pages:

Please note that each Beneficiary module release provides improvements related to mobility activity business rules, correction of business rules, adding new rules or remove others. This implies that mobility activities previously completed may not comply to the updated rule(s) enforced or changed after a release. 

This means that a mobility may change the status accordingly, from Completed to Draft. These changes can happen in any project, except when it is locked/read-only. 

  • If the project status is Project Ongoing, mobility activities and the status will be aligned with the rules as per latest release of Beneficiary module. All mobility activities should be checked and, if required, updated by the beneficiary. 
  • If the project status is Submitted, mobility activities are untouched.

A new functionality, Revalidate mobilities in Beneficiary module that allows beneficiaries to check all mobility activities of a project that were last saved before the current release. See the page Revalidate Mobilities in Beneficiary module for details.

For a quick overview of Activities in Beneficiary module, please view the eLearning video.

Important

For specific conditions regarding Ukraine, see the page Project handling specifics related to the Russian aggression on Ukraine.

This page is relevant for:

  • Erasmus+ Key Action 1 - Learning Mobility of Individuals

Information

Fields may vary depending on the action type of you project. Please read the onscreen information carefully to complete the relevant fields.

 

Steps


1. Create the draft mobility activity

This is the first of two steps in the process of adding mobility activities to your project.

1.1. Access "Mobility Activities" in the Content menu

In your project, click on Mobility Activities in the Content menu. The Mobility activities screen is displayed. All the mobility activities that you add will be shown here. Initially the list is empty. 

Once items are added to the list, the following icons become available under the Actions column:

  1. Delete - click on this icon for the desired item and follow the onscreen instructions to delete it.
  2. View - click on this icon to open the details of the selected item in read-only mode. All fields are greyed out and you will not be able to change any details.
  3. Edit - open the details of the selected item in edit mode. Make the desired changes, then click on the Save button at the bottom of the screen to save the updated information.

See the page List functionality in projects for additional information on the list functionalities, such as Search, Filters and the Bulk Actions.

In addition, you have the option to copy an existing mobility activity using the Duplicate functionality. See Duplicate a Mobility activity for details. For information regarding the Revalidation option, accessible via the Revalidation button on top of the list, see Revalidate Mobilities in Beneficiary module

Mobility Activities

1.2. Click on "Create"

Click on the Create button in the mobility list screen.

Click on the Create button in the mobility list screen

1.3. Fill in the mandatory fields to create the draft mobility 

The Create a Draft Mobility activity screen opens. This is the first of two parts of the form and requires you to provide basic information on the mobility activity, including the participant's name. All fields are mandatory, which is indicated by a red asterisk (*).

Note the following:

  1. The mobility activity status at this point is DRAFT and is shown in orange at the top right corner of the screen. 
  2. Mobility activity ID - The Mobility activity ID is created automatically when adding a mobility activity in a project. It is a combination of the last digits of the project reference followed by MOB and an incremental number, e.g. 005041-MOB-00001. The Mobility activity ID can be changed, but it must be unique in the project.
  3. The Activity Type drop-down values differ according to the action type of your project. See Activity Types in projects for additional information.
    Note: Once you start filling in the mobility activity details, it is still possible to change the activity type but you may lose certain activity-specific information.
  4. Please ensure you provide the correct participant email address, as the notifications to fill in the participant report will be sent to this address.
  5. The mobility activity Start date and End date must be within the project dates and the mobility activity duration must comply with the rules for the associated activity type. Once you fill in the dates, the mobility activity duration is highlighted by an orange timeline within the project duration, which is indicated by a blue timeline.
  6. Update the Receiving country, if required, and provide the Main instruction language, using the available drop-down list.
  7. Click on the Save button to save the mobility activity as draft or click on the Back button to return to the list of mobility activities. The mobility activity will not be saved as a draft. 

In order to complete the draft mobility activity registration you must fill in all the mandatory fields, marked with a red asterisk (*). After saving the draft mobility details, the mobility activity can be completed at a later stage. 

Create a draft mobility section

1.4. Click "Save"

Click the Save button at the bottom of the Create draft mobility activity screen to save the basic details.

Click on Save to save the draft mobility activity

1.5. Draft mobility activity created

Once saved, the draft mobility activity is created and you are redirected to the mobility activity details screen, where you can now provide all required details to complete the mobility activity. See below for the next steps.

If you do not want to complete the mobility activity at this time, click on the Back button at the bottom of the screen to return to the list of mobility activities. 

Draft mobility activity created

The mobility activity just added is displayed in the list of List of mobility activities, in status Draft.

Mobility activity added to the list of mobility activities in the project

 

2. Complete the mobility activity

Once the first draft is saved, you can fill in the remaining details in order to complete the mobility activity. This is the second step in the process of adding a mobility activity to your project and is done by editing the draft record. It is possible to edit and save the details in several stages, and a completed mobility activity can be updated as many times as necessary, as long as the final report has not been submitted.

2.1. Click "Edit" in the mobility activities list

In the list of mobility activities, click the Edit icon next to the one you want to complete. The mobility activity screen will open in edit mode, and you can fill in the remaining information.

Mobility activity added to the list of mobility activities in the project

2.2. Mobility activity screen - general functionality

2.2.1. Sections and mandatory fields

The mobility activity screen consists of several sections. You can expand and collapse each section for easier navigation, by clicking on the section title or the arrow (>) on the right side of each section.

The available sections depend on the activity type for the mobility activity and action type of your project. By default, all sections are expanded when accessing the screen.

The form content will adapt based on your input and will provide feedback such as warning messages or error messages if information is missing or eligibility rules are not observed. Additional sections may become available when completing the form or sections will be removed, as they are no longer applicable. 

Mandatory fields to complete within the form are marked with a red asterisk (*) and display Value missing.

Possible sections in mobility activity details

Here are the available sections in a mobility activity linked to a preparatory visit in a KA152 call 2022 project. 

Sections in a mobility activity linked to a preparatory visit

2.2.2. The "Save" and "Back" buttons

The Save and Back buttons are located in the bottom right corner of the screen. Click the Save button regularly to save the information as you fill in the form. Click on the Back button to return to the list of mobility activities. 

Tip

Save your changes regularly when completing a mobility activity.

Save and Back buttons are located in the bottom right corner of the screen

2.3. Complete the "Activity" and/or "Mobility Activity" section, as applicable

Depending on the action type of your project, the Activity and/or Mobility Activity section is available in the mobility activity details.

In these sections you will select the Activity type or the Activity linked to the mobility activity, depending on the action type of your project. You define or view high-level details about the activity type, for example if the activity is itinerant (in KA1 youth mobility projects), a blended mobility activity (in Higher education projects, KA121, KA122) or if it is a case of force majeure.

Here is the Activity section in our KA152, call 202 project.

Click on the Activity drop-down and select an activity from the ones you had recorded in the Activities section of your project. The Country of destination field and the Is this activity itinerant? checkbox will be filled in automatically, in accordance with the details you had provided for the selected activity.

In our example, we have selected a Youth participation mobility activity, which we had previously defined in the Activities part of the project as itinerant. 

Fill in the Activity section

In our KA152 example, we also have the Mobility Activity section available. 

A variety of flags are available, allowing you to mark the mobility activity as a specific participant type (Participant or Accompanying person), the mobility activity as blended and/or as Force majeure. The available flags depend on the action type of the project and any input already provided in the form. 

"Accompanying person" flag

An Accompanying Person is

A person who accompanies participants (learners, staff, young people or youth workers) in a mobility activity in order to ensure their safety, provide support and assistance, as well as assist with the participant’s effective learning during the mobility experience. In individual activities, an accompanying person may accompany participants with fewer opportunities or minors and youngsters with little experience outside their own country. In case of group activities in the field of education and training, qualified education staff must accompany the group to facilitate the learning process.

Source: Erasmus+ Programme Guide Online, Glossary

In Beneficiary projects, check the Accompanying Person flag to indicate that a participant in an activity (i.e. mobility activity, group activity, participations, events, etc.) is considered an accompanying person. 

A participant flagged as Accompanying person cannot be a participant with fewer opportunities at the same time. 

Accompanying Person flag

"Blended mobility activity" flag

Blended mobility activity refers to an activity combining a physical mobility activity with a virtual mobility component. 

In Beneficiary projects, the Blended mobility activity flag can be checked to indicate that the mobility activity is carried out in a blended format (physical activity abroad combined with a virtual component). If this flag is checked, you may also have provide details about the virtual components in other sections of the mobility activity screen, depending on the action type of the project.

Blended mobility activity flag

"Force majeure" flag

Force majeure is:

An unforeseeable exceptional situation or event beyond the participant's control and not attributable to error or negligence on their part.

Source: Erasmus+/European Solidarity Corps programme guides 2024, Glossary

Force majeure situations can arise anywhere and at any time, and include factors such as sudden disease, accidents, death, earthquakes and other causes.

In a project, check the Force majeure flag to indicate that a project activity (i.e. mobility activity, group activity, participations, events, transnational project meetings, etc.) is considered as a case of force majeure.

When you check this flag (tick box), certain fields and grants for the activity may be affected and must be checked and/or updated.

In addition, you must fill in the additional Force majeure explanations field, describing the facts that prove the activity should be accepted as a case of force majeure.

The Mobility activity ID is created automatically when adding a mobility activity in a project. It is a combination of the last digits of the project reference followed by MOB and an incremental number, e.g. 005041-MOB-00001. The Mobility activity ID can be changed, but it must be unique in the project.

Mobility Activity section in a KA152 mobility activity

Here is an example of the Mobility Activity section in a KA121-ADU mobility activity. 

Mobility Activity section in a KA121 ADU mobility activity

2.4. Complete the "Participant" section

In this section you will view the previously entered participant personal details, as well as provide further details as applicable.

The section also includes a variety of flags that can indicate the participant's role in the mobility activity, whether the participant requires a linguistic grant or whether it is a participant with fewer opportunities. The flags you check may affect the grants received for the participant as well as the remaining details to fill in. Here is the Participant section in our KA152, call 2022 example. 

Example of participant flags

2.5. Complete the "Inclusion Support" section, if required

In this section you can request Inclusion support for a mobility activity flagged as participant with fewer opportunities. 

2.5.1. "Participant with fewer opportunities" flag

A Participant with fewer opportunities is 

People with fewer opportunities means people who, for economic, social, cultural, geographical or health reasons, a migrant background, or for reasons such as disability and educational difficulties or for any other reasons, including those that can give rise to discrimination under article 21 of the Charter of Fundamental rights of the European Union, face obstacles that prevent them from having effective access to opportunities under the programme.

Source: Erasmus+ Programme Guide Online, Glossary

In Beneficiary projects, check the Participant with fewer opportunities flag to indicate that a participant in an activity (i.e. mobility activity, group activity, participations, events, etc.) is considered a participant with fewer opportunities. 

Participant with fewer opportunities flag

A participant flagged as having fewer opportunities cannot be an accompanying person, group leader, trainer/facilitator or a decision maker, etc. For each participant with fewer opportunities you must fill in the Fewer Opportunities section of your project.

2.5.2. Provide the "Inclusion support for participants"

In the Inclusion support section of the mobility activity details screen in Beneficiary module you can request additional costs directly linked to participants with fewer opportunities and their accompanying persons. For details, consult the Erasmus+ Programme Guide.

The availability of this type of support depends on the action type and/or call year of your project. Where applicable, the Inclusion support for participants field is displayed if the participant is flagged as Participant with fewer opportunities and initially displays a value of 0 EUR. You can update the field as per your needs. 

You may be required to fill in the Description and justification for inclusion support for participants if the provided value for Inclusion support for participants is higher than 0 EUR. The availability of this field depends on the action type and/or call year of your project. 

Example of Inclusion support for participants in a KA131, call 2021, project without the field Description and justification for inclusion support for participants.

Example of Inclusion support for participants in a KA131, call 2021, project

Example of Inclusion support for participants in a KA155 project with the field Description and justification for inclusion support for participants available. 

Example of Inclusion support for participants in a KA155 project

Once the Participant with fewer opportunities flag is checked, the related fields become available in the Inclusion support section. Where required, provide the requested Inclusion support for participants in EUR in the respective field. The Inclusion support for organisations is pre-filled and read-only, except in cases of Force majeure.

You do not have to provide a description and justification for inclusion support for participants, the field is not available in KA1 Youth projects. 

Inclusion support section in a KA152 mobility activity

2.6. The "Participant Report" section

Initially, the Participant Report section is empty.

Participants in Erasmus+ and European Solidarity Corps projects may be asked to provide feedback on their experience by completing a Participant Report

Automatic e-mails are sent to participants with an invitation to complete this report in EU Survey to share their feedback on the experience participating in a Mobility activity for Erasmus+ or European Solidarity Corps programmes.

The participant receives an e-mail with a dedicated link to the participant report. This link will not expire. The individual participant report is completed online in EU Survey and is offered in various languages.

The participant can save the survey as draft and submit it. After submission, the participant may download a PDF version of their feedback but they can not edit the form again.

In Beneficiary module, when adding, updating or viewing, for example, mobility activities or participations, the Participant Report section may be available.

From here it is possible to monitor an individual participant report and check the relevant information from the moment the initial invitation to complete the report was sent to the participant. It is also possible to send reminders to participants to complete the report. 

As the invitation e-mail for the participant report is sent only at specific dates in relation to the mobility activity, you will find the Participant Report section initially empty. The participant report request will not be sent out if the mobility activity is in Draft status, meaning not completed, in your project.

Example of Participant Report section where the initial email notification was sent

See the page Manage participant reports in projects for detailed information. 

2.7. Complete the "Recognition Certificates" section

In this section you will specify any certificates or credits that are awarded/recognised by the involved organisations.

In Beneficiary module, in thRecognition Certificates section in Mobility activities, you can specify up to three certificates to be offered to the participant, from the listed ones. Depending on the selected option, you may have to provide additional explanations. Certificates cannot be offered to participants flagged as Accompanying Person.

To add a certificate, click on the Add certificate (1) button, then select the Certifying organisation and the Certification type (2) from the available drop-down lists, and click Save (3). Once the certificate is added, you can simply edit it by choosing another organisation and certificate type, and saving the changes. Use the Delete (4) button to remove the certification, if required.

Example of Recognition Certificates section in mobility activity

Certifications section example from a Higher Education project

2.8. Complete the "From-To" section

In this section you will specify the travel details, such as the Sending and Receiving organisations, the Distance band and the Main means of transport. You will also specify the Real distance in KM between the sending and the receiving cities. This will be used purely for statistical purposes to determine the carbon footprint of the activity. The Sustainable Means of Transport flag is automatically checked and the funded travel duration can be increased from maximum 2 to maximum 6 days if the selected Main means of transport is considered sustainable. 

In our KA152 example, the information to complete in the From-To section depends on whether the selected activity is itinerant or not and the activity type of the linked activity. The Individual support budget item is also affected by the itinerant nature of the activity. For each itinerary, the Funded duration including travel days (in days) must be filled in. See Mobility activities in KA1 youth mobility projects for details. 

Complete the From To section

Here is an example for the options to select the Sending and Receiving organisation in the From-To section of a KA121-ADU mobility activity.  You have the Select (1) button available to choose the respective organisation from. Clicking on it opens the organisation selection pop-up window, in our example for Sending Organisation, displaying the organisations available in your project. If an organisation you want to select is not available, check the Participating organisations section in your project and add it, if possible.

Click on the organisation you want to choose (2), it will be highlighted in blue, and click on the Select (3) button. 

Example of selecting Sending organisation in KA121

The organisation information in the From-To section is updated as per selected organisation (4)

Organisation information updated in the form

In our example, the subsections Travel Grant and Exceptional Costs are available in the From-To section and must be filled. Under Travel grant, provide the number of Funded travel days. The Travel support field is automatically calculated and read-only.

If the travel grant is not required, use the Travel support (Grant) not required flag. It is also possible to Request Exceptional Cost for Expensive Travel

Travel grant

In our example, it is also possible to request Exceptional cost for visa and other entry requirements. This cost item is applicable for mobility activities in KA1 Youth projects (KA151, KA152, KA153 and KA154), except for mobility activities linked to a Preparatory visit. In KA155 projects, it is available for all mobility activities. 

To cover exceptional cost for visa and other entry requirements, provide the cost in the Exceptional costs for visa and other entry requirements field. You must also fill in the Exceptional cost for visa and other entry requirements - Description and Justification.

Exceptional cost for visa and other entry requirements in KA1 Youth mobility activities in a KA153 project

In KA155 mobility activities, the field Exceptional cost for visa and other entry requirements - Description and Justification becomes available if the provided Exceptional cost for visa and other entry requirements is higher than 0 EUR. 

Exceptional cost for visa and other entry requirements in KA1 Youth mobility activities in a KA155 project

 

2.8.1. Distance band and Main means of transport

In, for example, activities or mobility activities, the Distance Band indicates the distance between the place of origin and the venue of the activity the participant(s) has to travel. Main Means of Transport refers to the primary mode of transportation used by participants to travel to and from their host country. The Real distance in kilometres is the real distance between the place of origin and the venue of the activity. 

When completing, for example, a mobility activity, the Distance band (1) and Main means of Transport (2) must be selected from the available drop-down lists. In the field Real distance in kilometers (3) the real distance must be filled and the value provided must be within the range selected for the Distance band. 

The available distance bands to select depend on the key action of the project. 

Distance band and Main means of transport

A link to the official Erasmus+ Distance Calculator to calculate the distance is also available. 


2.8.2. "Sustainable Means of Transport" flag 

Sustainable means of transport (green travel) is defined as the travel that uses low-emissions means of transport for the main part of the travel, such as bus, train or car-pooling.
Source: Erasmus+ Programme Guide, Glossary

Selecting a means of transport considered sustainable when updating mobility activities, events, participations or similar in your project, results in the Sustainable Means of Transport flag being automatically checked and the funded travel duration can be increased from maximum 2 to maximum 6 days.

2.9. Complete the "Duration" section

In this section you will check and update the Start and End dates of the mobility activity, and provide any additional information about the duration of the mobility activity, for example Interruption duration (in days), as applicable. For mobility activities flagged as a blended mobility activity, additional fields for the virtual components of the activity are available and must be completed. 

Take note

The duration in months (where applicable) is calculated based on the rule that 1 full month = 30 days, without exceptions.

Here is the Duration section in our KA152 example: 

Duration section example

2.10. Review the "Budget" section

The mobility activity budget consists of various grants that are calculated automatically based on the details you have provided throughout the mobility activity form. In the Budget section you will view the grant amounts, as well as the total mobility activity grant.

For certain key actions, you may have to provide additional details in this section, to complete the grant calculations or have the option to flag the mobility activity as Zero grant, if you do not require a grant for the mobility activity or to flag the mobility activity for Organisation support grant not requested. For specifics explanations for each key action, please see the following pages:

Here is an example of the Budget section in a KA152-YOU project:

Budget section example

2.11. Complete the "Mobility Activity Comments" section (optional)

For compliance with the EU General Data Protection Regulation, please do not include any sensitive information about the participant's personal situation related to special needs, racial or ethnic origin, political opinions, religious or philosophical beliefs, trade-union membership, health or sexuality.

Mobility Activity Comments section

2.12. Click on "Save"

When all information in the form is filled, click on the Save button.

Click on Save

 

3. Mobility activity status "Complete"

When all mandatory information for the mobility activity was provided in the form, its Complete status will be displayed in the list. Once items are added to the list, the following icons become available under the Actions column:

  1. Delete - click on this icon for the desired item and follow the onscreen instructions to delete it.
  2. View - click on this icon to open the details of the selected item in read-only mode. All fields are greyed out and you will not be able to change any details.
  3. Edit - open the details of the selected item in edit mode. Make the desired changes, then click on the Save button at the bottom of the screen to save the updated information.

In addition, you have the option to copy an existing mobility activity using the Duplicate (4) functionality. See Duplicate a Mobility activity for details.

See the page List functionality in projects for additional information on the list functionalities, such as Search, Filters and the Bulk Actions.

The completed mobility activity is reflected in the Reported budget of your project. 

Information

Before submitting the Beneficiary report, you will need to re-check all mobility activities, to make sure they still comply with all validation rules. Where available, the Revalidation of mobility activities functionality can be used for this purpose.

Mobility activity list options

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