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

This page explains how to send manual reminders to participants in Erasmus+ or European Solidarity Corps projects to fill and submit their Participant Report or Report on RecognitionYou can manually send reminders to participants to complete a participant report or a report on recognition. The option to send manual reminders is only available after the automatic notification(s) were sent. However, before you proceed, check that the report has not yet been received, as well as the date and time of the last automatic invitation or reminder.

A manual reminder can be sent at the earliest 24 hours after the initial invitation or the last reminder was sent.

 It is possible to send manual reminders for a single participant as well as multiple participants at once. 

This page explains both options, using a KA1 Erasmus+ project as an example.

For general information regarding the management of these reports, please see Manage Participant Reports in projects and Manage Report On Recognition.

This page is relevant for:

  • Erasmus+:
    • KA121 - Mobility for learners and staff of accredited organisations (SCH, ADU, VET)
    • KA122 - Mobility for learners and staff (SCH, ADU, VET)
    • KA131-HED - Mobility of higher education students and staff
    • KA171-HED - Mobility of higher education students and staff supported by external policy funds
    • KA151-YOU - Mobility of young people for accredited organisations 
    • KA152-YOU - Mobility of young people 
    • KA153-YOU - Mobility of youth workers 
    • KA154-YOU - Youth participation activities 
    • KA155-YOU - DiscoverEU inclusion action
    • KA182-SPO - Mobility of Sport Coaches and Staff 
  • European Solidarity Corps: 
    • ESC30 - Solidarity Projects 
    • ESC51 - Volunteering, Traineeships and Jobs Projects

1. Send a reminder for a single mobility activity, group mobility activity, participant or participation

You can manually send reminders to participants to complete the report. The option to send a manual reminder is only available after the initial automatic notification(s) were sent. 

1.1. Open the mobility activity/participant/participation details in view or edit mode, by clicking on the respective icons

Open the mobility activity, participant or participation details, in view or edit mode

1.2. Access the "Participant Report" or "Report On Recognition" section 

Access the Participant report or Report On Recognition section in the details screen, as applicable. If necessary, click on the arrow > to view the details. Check that the report has not yet been received and check the date and time of the last automatic invitation or reminder.

Information

A manual reminder can be sent at the earliest 24 hours after the initial invitation or the last reminder was sent. 

1.3. Click on the "Resend invitation" button

Click on the Resend invitation button to send a reminder e-mail to the participant to complete the report in EU Survey. The button is not available if sending a reminder is not (yet) possible.

After successful sending of the reminder, the current status of the report will be updated accordingly. 

Click on the Resend invitation button


2. Send bulk reminders for mobility activities, group mobility activities, participants or participations

2.1. Access the list of mobility activities, group mobility activities, participants or participations, as applicable

You can send reminders for the Participant Report and/or Report on Recognition for multiple mobility activities, group mobility activities, participants or participations (as applicable) at once, from, for example, the List of mobility activities. 

2.2. Click on the "Bulk Actions" button

Bulk Actions allow to send reminders to multiple participants at once

2.3. Select the mobility activities for which you wish to send a reminder

After clicking on the Bulk Actions button, select (2) the mobility activities for which you wish to send a reminder.

2.4. Select the option to "Resend participant report requests" from the "Disable Bulk Actions" button

Click on the now named Disable Bulk Actions button (3) and select the option to Resend participant report requests (3). A success message will display once the request is completed. 

Reminders will only be sent to participants if the conditions are fulfilled (status of activity is Complete, Initial invitation for report submission sent at least 24 hours before,...)

Select the mobilities, then select the bulk action 'Resend participant report request'

Expected Outcome

  • Manual reminders sent