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The Assessment consolidation phase starts once all experts assigned to assess an application or report in Assessment module have submitted their individual assessments and the NA Selection Manager initiates the consolidation process by configuring the consolidation.

The NA Selection Manager nominates one of the experts involved in the project assessment as consolidator and the other expert(s) involved in the consolidation are required to give approval to the consolidation. The NA can exclude any expert from the consolidation process. The expert(s) excluded from the consolidation process will not have to approve the consolidated version of the assessment. 

If the consolidation was initiated by the National Agency, and the other expert(s) involved in the assessment process were selected to participate in the consolidation process, the following main steps have to be completed in Assessment Module by the expert assigned as consolidator and/or the other involved expert(s):

  1. Consolidation assignment - the expert nominated as consolidator completes the consolidation assignment, selects the submission option and sends it for approval to the expert(s) involved. 
  2. Expert approval - the expert(s) selected by the NA to participate in the consolidation approve the consolidated assessment. 
  3. Consolidation submission - the approved consolidated assessment is submitted to the NA either by the expert nominated as consolidator or automatically, depending on the submission option selected by the consolidator when sending the consolidation for expert approval. 

This page explains the third of these steps, the submission of the consolidated version of the assessment by the expert assigned as consolidator to the National Agency.

The consolidation submission can be done automatic or manual, depending on the submission option selected by the consolidator when sending the consolidation for expert approval as part of the consolidation assignment. See How to complete a consolidation assignment for details.

The consolidation will be automatically submitted if, upon sending the consolidation for expert approval, the consolidator selected Yes for "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 then be automatically progressed to 'Final Assessment Validation ongoing' or ‘Editing ongoing’". The consolidator will in this case not have to manually submit the consolidation to the NA after expert approval.

If No was selected, the consolidation must be submitted by the consolidator, as explained on this page. 

Prerequisites

  • Existing EU Login and expert account. See the page Expert login to EESCP and Assessment module for details
  • The other expert(s) selected by the NA to participate in the consolidation process approved the consolidation
  • After all involved experts are approved, assignment status for Consolidator assignment is Consolidation ready for submission

Detailed Steps


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. 

Open My Assessments

2. Filter your assignment(s) that are ready for submission

Consolidator assignments that are ready to be submitted to the NA will be in status Consolidation ready for submission. You can use the available Search filters to filter the results list according to your needs. See My Assessments for details on the available search filters. 

In our example, we are using the Consolidation Flags filter Consolidation ready for submission. The rows of the relevant project(s) are highlighted in dark green. 

Filter for assignments in status Consolidation ready for submission


3. From the "Actions" button, select "Submit assessment" 

To submit the approved consolidated assessment, click on the Actions button and select Submit assessment.

Submit assessment from the Actions menu

4. Click "Confirm and submit" 

Click on Confirm and submit in the Submission of the assessment pop-up window. 

Click on Confirm and submit in the Submission of the assessment pop-up window

 

5. Consolidation submitted successfully and status changes to "Consolidation submitted for validation"

A success message displays and the status of the project changes to Consolidation submitted for validation. The submission of the consolidated assessment to the NA is complete. 

Consolidation submitted successfully and status changes to Consolidation submitted for validation

If you open the Assessment Details of the submitted assignment, a notification at the top of the screen displays the submission time and date. A PDF version of the consolidation is available for download or to view directly in your browser from the Project Details in section Assessments. 

Assessment locked for editing and assessment PDF files generated

6. Alternative: Submission of the consolidated assessment from the "Assessment Details"

It is also possible to submit the consolidated assessment from the Assessment Details screen. In the Assessment Details of an approved, non-submitted consolidation the Submit button is active.

To submit the consolidated assessment to the NA:

  1. Click on the Submit button.
  2. Click on Confirm and Submit in the Submission of the assessment pop-up window. 
  3. A success message displays.

The submission of the consolidated assessment to the NA is complete. 

Use the Submit button from the Assessment details to submit the consolidation

Expected Outcome

  • Assignment status of the consolidation assignment changes to Consolidation submitted for validation 
  • No more changes are possible
 

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