Assessment Details basic functionalities

The "Assessment Details" screen

After opening one of the given assignments from My Assessments, the related Assessment Details screen opens in a new tab. The following elements are available:

1. Header

   • Basic information about the project under assessment is displayed at the top of the work area.

2. Navigation menu

   • Allows you to navigate to the various sections of the assessment.
   • When a section is completed, the displayed icon changes to a green check. 

3. Content area

   • Includes the content of the assessment as per assignment. By default, the Award criteria screen is displayed. 

4. PDF (Print) button
   • Click on the PDF button to export the assessment, draft or completed, to a PDF file. 
5. Submit button
   
   • Becomes active only once all sections are indicated as Completed and, in the case of expert assignments, the Conflict of interest statement is confirmed with No conflict of interest.

Assessment Details screen

Notification message after successful submission of an assessment

Header

Here is an example screen of an expanded header of a consolidation assignment that reached the award criteria thresholds. It also displays the scores given by each expert involved in the assessment per award criteria, in our example we have the information available for Expert1, Expert2, and the Consolidator.

Expanded header of a completed consolidation assignment, all Award Criteria thresholds reached

1. Orange: Initial display, no thresholds scores yet entered in any of the relevant score fields in the Award Criteria section of the assessment 
2. Green: Thresholds reached in the Award Criteria section of the assessment 
3. Red: Thresholds not reached in the Award Criteria section of the assessment 

Here is an example screen of an expanded header of a not-started or ongoing expert assignment.

Expanded header in an non-started, ongoing expert assignment

"PDF" button

The PDF (Print) button on the top right corner of the screen is always active and can be used to create PDF files of drafted and completed assessments. 

The file download begins automatically and a success message displays. 

Print PDF functionality

If a draft, meaning not submitted, version of an assessment is exported as a PDF, it will indicate its draft status.

Example of printed, not submitted, expert assessment with Draft indicator

Navigation through/within assessment sections

To access a specific section within an assessment, use the Navigation panel.

The navigation panel also shows which sections of the assessment are complete by displaying a green check, or incomplete by displaying a red X. The panel can be collapsed, using the available arrow <.

In Editing assignments the sections are by default marked with a green check. 

Use the Navigation panel to access the sections of the assessment

Mandatory fields and sections

Mandatory fields and questions in an assessment are marked with a red asterisk *. They must be filled in before you are able to submit the assessment results. 

Example of mandatory fields, marked with red asterisk If a section in the Navigation is marked with a red X, it means that mandatory information is missing or incomplete. 

Award criteria section is marked complete

"Project Information" section of an assessment 

Project information

Project information section in the Assessment Details

Project results in final report assessments

Project results in a final report assessment are available in the dedicated tab in the Assessment details Project information section.

Project results, if applicable for a project, are uploaded and submitted in the Project Results Platform by beneficiaries after the submission of the final beneficiary report or when the end date of a project has been reached. The responsible NA officer in the project results platform will then be able to review the submitted results and can either approve them or send them back to the beneficiary for modifications.

The results can be viewed and downloaded by the experts during the assessment of the final report.

The Editors have access to project results only when the Editor Assignment Status is Reviewing (read-only) or "Editing cancelled (Reviewing read-only)".

If no results have been received, the Project results screen in the Assessment details will not contain any information. 

Please consult the page Project results in Final report assessments for details. 

"Award criteria" section of an assessment 

Expert tabs

When accessing the Award Criteria section, the content area will either open the corresponding assignment in read or edit mode, depending on your role and the assignment status.

The assessment is opened in a specific tab for your role. You will see the tabs for other expert(s) involved in the assessment process. Depending on your role and the status of the assignment, you may or may not have access to the information for each of the available tabs. 

Here is an example of the tabs displayed under Award Criteria for Expert1 of a project assessment with two experts assigned to evaluate. The tabs for Expert2 and Consolidator are greyed out. Expert1 does not have access to these. 

Example of the tabs displayed under Award Criteria for Expert1

Example of the tabs displayed under Award Criteria when opening a Consolidator assignment

Please also consult the specifics for ESC50 Quality Label call 2022, ESC50 Quality Label call 2023, KA171-HED projects and Final Report assessments for KA220 Call 2022 onward.

Score fields (expert and consolidation assignments only)

Award Criteria Score fields

"Comments" section of an assessment 

See below for information on the character limits in comments fields. 

Example of Comments section of an assessment

"Conflict of interest" section of an assessment 

The Conflict of interest section is available for expert assignments. It is here that the expert will have to confirm if a conflict of interest exists. A negative conflict of interest statement is required to be able to submit an assessment.

In case of a Conflict of interest you cannot perform the given assignment. In the Assessment Details screen click Conflict of interest in the Navigation panel. Then check the option I declare conflict of interest.

Conflict of interest section of an assessment

"Approval" section of an assessment - Consolidation phase

The Approval section of an assessment allows the expert assigned as Consolidator to declare the consolidated version of the assessment ready for approval by the other experts involved in the consolidation process, if applicable. Consolidators can access this section directly from My Assessments by selecting Submit for expert`s approval from the actions button of the consolidator assignment.

Experts participating in the consolidation process will declare their approval of the consolidation also in this screen. Experts that are required to give approval can access the Approval section directly from My Assessments by selecting Approve consolidation from the actions button of the related expert assignment. 

This example shows the Approval section in a consolidator assignment. The consolidator requested the approval from the other expert involved in the consolidation and is Pending Approval. 

Approval section in a consolidator assignment, pending approval from involved expert

Editors have access to the Approval section of the assessment when the assignment status is "Reviewing (Read only)" or "Editing cancelled (Reviewing read-only)". Editors can access the Approval section after clicking on the Consolidator tab in the Award Criteria.

Editor's view access to Approval section through Consolidator tab

Auto-saving and draft

Auto save message

Additional help and guidelines

Guidelines

Click the ? icon next to the Assessment details to open the guidelines. Here you find information and links to further help you complete the assessment. Click the Close button to close the guidelines window. 

Warning and information messages

Your actions may also trigger certain information and/or warning messages. Read those notifications and messages carefully.

Example of confirmation message when submitting an assessment

Character limits in text fields

Example of character limits for text fields in Award CriteriaExample of character limits for text fields in Comments section

Specifics for ESC50 - Quality Label application, call 2022, assessments

The Quality Label can be requested for the Host and/or Support role. In addition to these, an organisation can also apply for Lead role. During assessment, the expert will have to assess each role the organisation applies for. The page How to assess applications for ESC50 - Quality Label provides detailed information and step-by-step instructions for the completion of ESC50 - Quality Label assessments. 

Header 

The header in the Assessment Details screen displays basic information about the Quality Label application under assessment. By default, it only shows key details. To expand and view further information, click the available down arrow. 

This example shows the header for an ongoing ESC50 - Quality Label application assessment where the organisation applies for Host, Support and Lead role. 

Example ofs the header for an ongoing ESC50 - Quality Label application assessment where the organisation applies for Host, Support and Lead role

This example shows the header for an ongoing ESC50 - Quality Label application assessment where the organisation applies for Host and Lead role. The organisation already holds a Quality Label for Support role from call year 2020. In the expert column, the Support role is marked with ✔ Awarded. 

Example of header in ESC50 - Quality Label application assessment with Support role already awarded

This example shows the header for a completed consolidation for an ESC50 - Quality Label application. 

Example of header for a completed consolidation for an ESC50 - Quality Label application, all roles awarded

Award Criteria

For the Host and Support role, the assessment is not based on points and therefore each Award Criteria must simply be marked as either Acceptable or Not Acceptable.

For the Lead role, the assessment is based on points and therefore you must provide scores for each Award Criteria.

Award Criteria Score fields

Specifics for ESC50 - Quality Label application, call 2023, assessments

Organisations can apply for the Quality label for the Host, Support and Lead organisation roles. Organisations applying for the Host and/or Support role and the Lead role from call year 2023 onward be assessed by experts in two sequential processes:

1. Assessment of the application for Host and/or Support role
2. Assessment of the application for Lead organisation, after the Host and/or Support role consolidated assessment results (at least one with outcome Awarded) were submitted, have been accepted by the NA and the assessment for the Lead role was initiated

The project code displayed in My Assessments for the ESC50 2023 assessments will display a suffixed indication of the quality role(s) requested (H and/or S, and L), for example:

• 2023-1-RO01-ESC50-QLA-000000004-H-S if the application is for the Host and Support role,
• 2023-1-RO01-ESC50-QLA-000000005-S if the application is for the Support role only,
• 2023-1-RO01-ESC50-QLA-000000006-H if the application is for the Host role only, or
• 2023-1-RO01-ESC50-QLA-000000004-L if the application is for the Lead role

The header of the Assessment details will display the requested role(s) and, where applicable, information on role(s) attained in a previous year.

Here is an example of the header in the Assignment Details of an application for the Host and Support role. 

example of the header in the Assignment Details of an application for the Host and Support role

Here is an example of the header in the Assignment Details of an application for the Support role, where the organisation attained a Quality Label for the Host role in a previous year.

Example of header where organisation attained a Quality Label for the Host role in a previous year

Application for Host/Support role

Navigation menu

The Navigation Menu in the Assessment details for an ESC50 - Quality Label application for Host and/or Support role from call year 2023 onward consists of:

• Project information - provides access to general project information and documents relevant for the assessment, such as the application form.
• Site Visit - experts may perform on-site visits or remote interviews during their assessment of the Host and/or Support role. Experts must indicate in this section of the assessment if such on-site visit or remote interview was conducted. 
  • The Site Visit section is not available in the consolidator and/or editor assignment for the Host/Support role assessment. 
• Award criteria - experts must complete the required information and outcome of the assessment award criteria applicable to the application under assessment in this section.
• Typology questions - experts must answer a set of yes/no questions that concern specific details of the application under assessment in this section. 
• Comments - experts must provide overall comments on the application as a whole in this section. 

• Conflict of interest - experts must confirm that they have no conflict of interest with respect to the assessment of the particular application in this section.

  • The Conflict of interest section is not available in the consolidator and/or editor assignments for the Host/Support role assessment. 

  • In consolidator assignments and expert assignments waiting for expert approval, the section Approval is displayed instead. 

Navigation menu in expert assignment for Host and Support role

Project Information

When opened from My Assessments, an assessment always displays the Project Information by default. The information available here is relevant for the given assignment. 

Available subsections under Project Information for ESC50 include Application, Budget information, and Assessments, once the assessment was submitted, with the same functionalities as explained above such as Download PDF, See PDF online and See Application Details. 

Award Criteria

When accessing the Award criteria of the Host/Support role assessment, subtabs within the expert specific tab are displayed, one per requested role. During the assessment, you must complete the required information per role within each available subtab. 

If the organisation applies, for example, for both the Host and Support role, the Award criteria (1) screen shows two subtabs that both must be completed.

In this case, an information message (2) is displayed, informing you of the fact that the award criterion Relevance is considered a common criteria for both the host and support role, and that the information provided for this criterion in the assessment of one role (comment and decision) will be automatically transferred into the relevant fields for this criterion for the other role to assess. 

This example shows the available subtabs for an application for Host and Support role, including the information message. 

Assessments for the Host/Support role are not score, but decision based, allowing you to select a decision (3) for each available criteria:

• Click on the red X button to declare an award criterion assessment result as not acceptable.
• Click on the green check button to declare an award criterion assessment result as acceptable.
• If you want to remove an already provided decision, click on the blue Deselect option button.

You must select an option (acceptable or not acceptable) for each award criterion

Award Criteria for host and support roles

In an assessment for Host and Support role, after providing the comment for the award criterion Relevance for the selected role, a pop-up window will display, informing you of the fact that this criterion is common for both the host and support role assessment. The information provided in the Relevance comments field for the Host role, will be copied into the assessment for the Support role.

Click on OK in the pop-up to confirm. Clicking on Cancel will result in the information in the comment field of this criterion being removed. 

Any changes you make in the comment field of this criterion for one role will result in the confirmation pop-up being displayed and the information being transferred when confirmed. The same pop-up will display when you provide the decision for this criterion and when working on the consolidation for these application assessments.

Pop up message regarding award criterion Relevance displayed when providing information

For detailed information and step-by-step instructions, please see page How to assess applications for ESC50 Quality Label 2023 for the Host and Support role. 

Application for the Lead role

Navigation menu

The Navigation menu in the Assessment Details for a Lead role assessment does not contain the Site Visit option, as this is not applicable for these assessments. 

Project Information

Available subsections under Project Information include Application, Budget information, and Assessments.

In the case where an organisation applied for the Host/Support and the Lead role, the Assessments section may contain the PDF versions of the assessment of the Host and/or Support role, if the assessment for the related Host and/or Support role application (for the same year) was completed and accepted by the NA, with at least one role awarded.

It provides access to the individual expert assessments, consolidator assessment and, if applicable, edited version of the consolidated assessment. You can:

1. Download each file individually, using the Download PDF button,
2. View as a PDF in your browser, using the See PDF on line button, and
3. Open the Assessment Details, using the Redirect to assessment details page button
   Clicking on a hyperlinked document name will also open the PDF in your browser.

Assessment section with access to related Host and Support role assessments, if applicable

For detailed information and step-by-step instructions, please see page How to assess applications for ESC50 Quality Label 2023 for the Lead role. 

Specifics for KA171-HED project assessments

KA171-HED - Mobility of higher education students and staff supported by external policy funds support physical and blended mobility of higher education students and staff from/to third countries not associated to Erasmus+. The page How to assess KA171-HED projects provides detailed information and step-by-step instructions for the completion of these assessments. 

Header

Example of expanded header in not started expert assignment for a KA171 project

Here an example for the expanded header in a completed expert assignment for a KA171-HED project, in which one region did not pass the required threshold.

Example of expanded header in completed expert assignment for a KA171 project and one region failed the assessment

Here an example for the expanded header in a completed consolidator assignment for a KA171-HED project. All regions were assessed and reached the required threshold.

Expanded header in a completed consolidator assignment for a KA171 project

Award Criteria

Here an example of the Award criteria in which the General Questions have been scored. The Total score under the selected regional tab initially displays the score calculated using the score(s) provided for the General Questions of the Award criteria. As no scores are yet given for the regional award criteria, the calculated total score displays in orange. 

Example of Total score display if only General Question Award criteria completed

Here an example of the Award criteria regional tabs after completion where for all regions to be assessed the required threshold was reached.

Example of regional subtabs after completion of Award criteria section by the expert

Here an example for the display of a regional tab if the required threshold was not reached. A red X displays on the tab and the calculated Total score is displayed in red.

Example of Award criteria if threshold not reached for a region

Specifics for KA220, call 2022, Final report assessments