1. Access "My Assessments" from Single Entry Point

Log in to the Single Entry Point and select My Assessments from the Assessment module. The My Assessments screen opens with the Search filter and the Search results panels, displaying your available assignments as per your default filter.

See My Assessments for details on the basic functionalities of this screen. 

Access My Assessments

2. Filter your assignment(s) in the status "Consolidation ongoing" and open the assignment to work on

Consolidator assignments requiring your attention will be in the status Consolidation ongoing. Use the available Search filters to filter the results list according to your needs. See Search and filter in My Assessments for details.

In our example, we filter for a specific assessment in the status Consolidation ongoing. Click on the hyperlinked Project Code, or click on the Actions button and select the option Open assessment to open the Assessment details. 

Filter your assignment(s) in status Consolidation ongoing and open the assignment to work on

3. "Assessment Details" opens in new tab

The Assessment Details for the selected project assessment will open in edit mode in a new tab in your browser. By default, the Award criteria section displays, opened on the Consolidator tab. 

1. The header contains the overview table with scores recorded by the experts involved in the assessment of the project and the Consolidation thresholds reached indicator
   • Initially, for ongoing consolidator assignments, displays an orange badge and the score as /100.
   • The badge will change colour upon completion of the consolidation assignment:
     • to red for award criteria thresholds not reached, and 
     • to green for award criteria thresholds reached
   • For Consolidation thresholds not reached, a tool tip will become available. 
2. Navigation panel to access the Project information, Award criteria, Typology questions, or Comments section. By default, the Award Criteria section opens on the Consolidator tab. 
3. Main work area, as per option selected in the Navigation menu. 

The Assessment Details open

4. "Project information" tab

When opening an assessment from My Assessments it will always open the assessment on the Project Information by default. The information available here is relevant for the given assignment. 

Available subsections under Project Information may include Application, Budget information, Assessments and Reports:

• Application - contains the pdf version of the application submitted by the beneficiary organisation and all annexes submitted with it
• Budget information - contains information about the budget linked to the project
• Reports - only visible when assessing reports; contains the Beneficiary report(s) file(s) as well as the outputs and/or results of the project
• Assessments - only visible for completed expert assignments, as well as in consolidator and editor assignments; contains the pdf versions of already submitted assessments
  • Experts only have access to their own submitted assessment in this section after it was submitted

You may have to use the scroll bars of your browser to see all available sections. 

For available files, you have the options to: 

• Download each file individually, using the Download button,
• View as a PDF version online, using the PDF button.
• View the Application form online, by clicking on the yellow See Application Details button. This option is specific to Application forms.

In consolidator assignments you have access to the submitted individual expert assessments as PDF files of the experts involved in the assessment of the project. 

Project information tab

5. Complete "Award criteria"

By default, the Award criteria screen opens on the Consolidator tab. Comments and Score fields under the Consolidator tab are empty and have to be completed. 

You also have read-only access to the assessments of each of the experts involved in the project assessment. You can click on the available associated tabs, in our example the tabs for Expert 1 and Expert 2, to view the individual assessments. 

For specific assessments, please consult also the dedicated pages:

• Page:
  Assessment Details basic functionalities
• Page:
  Assessment details ESC50 and ESC52 Accreditation Progress Reports
• Page:
  Assessment details KA120 Accreditation Progress Report
• Page:
  Assessment details KA150 Accreditation Progress Report
• Page:
  Project results in Final report assessments

Award Criteria in consolidator assignment

5.1. Complete Award criteria "Comments" using the "Insert" option

In a consolidation assignment, it is possible to insert the comments the experts provided in their individual expert assignment(s) into the consolidation.

To insert the comments of a specific expert:

1. Click in the available box at the top of the Comments field to complete. A drop-down list opens, displaying the experts involved in the assessment, either Expert1, Expert2 and/or Expert3.
2. Select one of the experts from the list, in our example we choose Expert1, and click Insert.
3. The comment as provided in the selected expert's assessment is pasted into the Comments field. A textual indicator is added in front of the commentary, in our example Expert1.

Complete all available Comments fields under Award criteria using the Insert functionality

It is possible to include the comments of more than one expert, if available and required. Simply select the other expert from the drop-down list on top of the comments field and click on Insert. The other expert's comments will also be added in the Comments field. 

Complete all available Comments fields under Award criteria in the same manner. It is also possible to add (additional) text by simply typing in the text fields. 

Consolidate the comments from the experts

5.2. Complete "Award criteria" Scores

In most assessments, you have to provide a score for each of the subsections available in the Award criteria screen. This is done in the Score field available in the top right-hand corner of each specific subsection. The maximum score that can be given for each is displayed.

For specific assessments, please consult the dedicated pages:

• Page:
  Assessment Details basic functionalities
• Page:
  Assessment details ESC50 and ESC52 Accreditation Progress Reports
• Page:
  Assessment details KA120 Accreditation Progress Report
• Page:
  Assessment details KA150 Accreditation Progress Report
• Page:
  Project results in Final report assessments

Provide the Award Criteria scores

While you provide the individual scores, the Consolidation Thresholds reached indicator and the overview table with the scores recorded in the header of the Assessment Details, will update automatically. 

Initially, for ongoing consolidation assignments, an orange badge is displayed for the Consolidation thresholds, showing the initial score as /100. The badge will change colour:

• to red for award criteria Consolidation thresholds not reached, additionally displaying a tool tip, and

Consolidation thresholds not reached

• to green for award criteria Consolidation thresholds reached.

Consolidation thresholds reached

5.3. "Award Criteria" section complete

When all information is provided, Award criteria in the Navigation is marked with a green check. In our example, the consolidation threshold was reached and all scores are in the same range as the expert scores. 

Award Criteria in consolidator assignment

6. Complete "Typology Questions" (if applicable)

6.1. Use the available radio buttons to answer the available questions, if required

Use the Navigation to access the Typology questions section.

If Typology questions is marked with a green check in the Navigation, no action is required. The green check indicates that the experts involved in the project assessment agreed on all questions, providing the same answer for each.

If Typology questions is marked with a red X in the Navigation, at least one of the typology questions was answered differently by the involved experts during their individual assessments. In such scenario, you have to answer the questions for which the experts recorded different answers.

1. Questions for which the experts agreed are prefilled and no action is required. 
2. Questions for which the experts provided different answers are not prefilled and have to be completed using the available radio buttons.

Answer Typology Questions, if required

6.2. "Typology questions" section complete

When all questions are completed, Typology questions in Navigation is marked with a green check.

Typology Questions completed

7. Complete "Comments" 

7.1. Provide the comments required using the "Insert" option

Use the Navigation to access the Comments section.

The Comments section of an assessment allows the expert to provide additional commentary for applicant, beneficiary and/or NA. Some comment fields are mandatory. Depending on the type of assessment and the action type of the project under assessment, different comment fields may be available. The following options are possible:

• Comments for the applicant 
• Comments for the beneficiary
• Internal comments for the NA
• Recommendations on grant reduction for the NA 
• Comments on Erasmus Plan Objectives 

Comments that are mandatory are marked with a red asterisk *.

The functionality to insert the comments of the experts is the same as explained earlier for the Award criteria. 

Complete the Comments section

Complete all mandatory Comments fields under Comments in the same manner. It is also possible to add (additional) text by simply typing in the text fields. It is also possible to include the comments of more than one expert, if available and required. Simply select the other expert from the drop-down list on top of the comments field and click on Insert. The other expert's comment will also be added in the respective Comments field. 

Use the Insert functionality

7.2. "Comments" section complete

When all mandatory comments are provided, Comments in the Navigation is marked with a green check.

Comments section completed 

8. Access the "Approval" section, select the submission option and mark the consolidation as ready for expert approval

Use the Navigation to access the Approval section. The Consolidation Approval screen opens, displaying subsections for the consolidator (editable) and all involved experts (not editable for the consolidator) to either send the consolidated version for approval or, in the case of experts involved, to approve. For all sections, the orange badge displaying Pending approval request/Pending approval is shown, meaning all required actions still have to be completed. 

In our example, we see a subsection for the consolidator and one for the other expert involved in the consolidation process. Only the checkboxes below the Consolidator section can be checked when working on the consolidator assignment. 

Approval section

To complete the consolidator assignment and send the consolidated version for approval to the expert(s) involved in the consolidation process:

1. Use the available check boxes to answer the question: "Select option ‘Yes’ when the consolidated version can be automatically submitted to the National Agency once the expert(s) involved in the consolidation provide their approval. The project will be automatically progressed to 'Final Assessment Validation ongoing' or ‘Editing ongoing’" 
   1. Selecting Yes will result in a shorter consolidation process, as after all the expert(s) approved the consolidation, the submission will be automatic and no further action from the consolidator required. 
   2. Selecting No will result in the consolidator having to submit the approved consolidated version manually after the expert(s) approved the consolidation. See How to submit the consolidated version of an assessment to the NA.
2. Check the available checkbox in the consolidator section, declaring the consolidated version as ready to be approved by the experts involved in the consolidation.
   Select the submission option and mark the consolidation as ready for expert approval
3. Confirm that the consolidation is ready for approval by clicking on YES in the confirmation pop-up.
   Confirm the action
4. A success message displays. Approval in the Navigation is marked with a green check, indicating completion. The consolidator section in the Consolidation Approval screen is marked with a green stripe and is greyed out, the Approval request date displayed. The orange badge displayed earlier changed to green, stating APPROVED. 
   Consolidation successfully sent for expert approval

9. Consolidation assignment completed

The consolidation assignment is completed. It is still possible to withdraw the consolidation from expert approval, if further changes are required at this point. See How to withdraw assessment approval for a consolidation for details. 

10. Consolidation assignment status changed to "Consolidation pending approval"

Back in the list of your assignment, under My Assessments, the consolidator assignment is now displayed with status Consolidation pending approval. 

Status updated to Consolidation pending approval

11. ESC50 - Quality Label Application assessment specifics, call 2023 onward

11.1. Assessments for Host/Support role

The Award criteria section for the assessment of an ESC50, call year 2023 onward, application for the Host and/or Support role will display subtabs per requested role to complete.

For an assessment for the host and support role, an information message 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 transferred into the relevant fields for this criterion for the other role. 

Subtabs in application assessment for Host and Support role

Here is an example of the displayed subtabs if the assessment is for the Support role only, where the organisation already has attained the quality label for the Host role in a previous year. Only the information in the Support role subtab can be accessed and must be consolidated. No information message regarding the Award criterium Relevance is displayed. 

Subtabs in application assessment for Support role, where Host role attained in previous year

The expert assigned as consolidator inserts the experts' comments using the dedicated functionality to complete the award criteria comments per requested role during the consolidation. 

Insert functionality available to complete Award criteria comments

If the application is for both roles, consolidating the expert comments for the award criterion Relevance results in a pop-up window displayed, informing you of the fact that this criterion is common for both the host and support role assessment. The comment provided for this criterion for one role will be copied into the consolidated assessment for the other role.

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

Pop-up for award criterium Relevance in an assessment for the Host and Support role

For the Host and/or Support role, the consolidator must decide if the outcome of the assessment is acceptable or not acceptable, using the available buttons to the right of each criteria:

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

Decision options

You must select an option for each award criterion. 

After providing the decision for the award criterion Relevance for one role, in an assessment for the Host and Support 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 decision provided for Relevance, for example in the award criteria of 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 decision selected being deselected for both roles.

Any changes you make to the decision of this criterion for one role will result in the pop-up being displayed and the decision being transferred to the same criterion for the other role, after confirmation.

Pop-up for award criterium Relevance in an assessment for the Host and Support role

When all the award criteria have been evaluated (either marked as acceptable or not acceptable), the outcome of the assessment for a role is indicated in the relevant subtab, displaying Awarded or Not Awarded. The overview table in the header is also updated with the outcome of the consolidated assessment.

In our example, the Host role is indicated as Awarded and the Support role as Not Awarded. 

Example for outcome of assessment, Host role is indicated as Awarded and the Support role as Not Awarded

Continue with the consolidation by accessing the Typology questions, the Comments and Approval section.

11.2. Assessments for the Lead role

In an consolidator assignment for the assessment of a Lead role application, the Project Information section in the assessment details includes the Application, Budget information, and Assessments subsections.

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.

Access to assessment information for the Host or Support role available in Project Information in a Lead role assessment

12. KA171 application assessment specifics

When accessing the Award criteria for a KA171-HED assessment, you will notice two main sections within the Consolidator specific tab:

• General Questions - displaying the relevant field(s) and score(s) to be completed for the general Award criteria. 
• • The General Questions must be completed only once per project.
• Regional Questions - displaying subtabs per Region to be assessed; each containing the relevant field(s) and score(s) to be completed for each. Regions correlate to the Regions displays in the overview table of the Assessment details header. The Total score per region is also displayed. The score per region is automatically calculated as the assessment is filled in. 
  • The Regional Questions must be completed for each region.
  • The toal score per region is the sum of the score of the general questions and the score provided for the region. 

If the organisation applies, as in the example below, for regional partnerships within the regions Pacific (Region 8) and Asia (Region 5), the Award criteria section of the assessment will display:

1. General Questions
2. Regional Questions with subtabs for:
   • Pacific (Region 8)
   • Asia (Region 5)

You can Open/Collapse the criteria for each section, using the available buttons. 

Award criteria example in Consolidator assignment

For the comments to provide under the Award criteria, under General as well as Regional Questions, the consolidator has the option to insert the experts comments, as described under How to complete a consolidation assignment > Complete Award criteria Comments using the Insert option. 

For the all available Award criteria a score must be given. The maximum score that can be given is displayed for each criteria for your reference. 

Provide Comments and Scores for Award criteria

In the regional subtabs under Regional Questions the outcome of the assessment for a region is displayed in the subtab if all award criteria have been evaluated and the scores have been provided. The total score will display, in green if the required threshold was passed, in red if the assessment did not reach the required threshold. 

Information

The Total score is the sum of the score of the general question and the total score for the region.

Regional subtabs updated with outcome of assessment

When all Award criteria are completed (General and Regional questions for each region), Award criteria in the Navigation is marked with a green check. The assessment overview table in the header is updated with the outcome of the consolidation in the consolidator column. 

In our example, the assessment outcome was positive. All required thresholds were met. 

Important

The values displayed per region are calculated as the sum of the total score given under the General Questions and the total of the scores provided under the Regional Questions for the region in the Award criteria. 

Overview table in header of Assessment details updated with outcome

Continue with the consolidation by accessing and completing the Typology questions.