Welcome
This page explains how an expert involved in the consolidation can withdraw their already given approval to a consolidation and how the expert assigned as consolidator can roll back expert approval requests and/or roll back expert approval.
This is possible only if the consolidation was not yet submitted to the NA either automatically or manually by the consolidator.
Roll back of approval can be done by the expert assigned as consolidator:
- When no expert has given approval to the consolidated version of the assessment
- When at least one expert has already approved the consolidated version of the assessment
Roll back of approval can also be done by the expert(s) involved in the consolidation, if they already gave their approval to the consolidated version of the assessment. All these options are explained on this page.
For an overview of the assessment process, see page Expert Assessment. For general functionality in assessments, please consult the page Assessment Details basic functionalities. For a list of all available wiki pages regarding expert assessments, see Assessment module for experts - Index.
Prerequisites
- The consolidator has created the consolidated assessment and sent for expert(s) approval
- Consolidator did not yet submit the consolidated and approved version of the assessment to the National Agency
- Consolidator assignment in status Consolidation pending approval or Consolidation ready for submission
- Expert assignment in status is Consolidation approved
Steps
1. How the consolidator withdraws their request for expert(s) approval
1.1. Open the consolidator assignment in status "Consolidation pending approval" from "My assessments"
From My assessments, filter for the consolidator assignments in status Consolidation pending approval, and locate the assignment for which you want to roll back the expert approval request, for example if changes to the consolidation are needed before the expert(s) involved in the consolidation should give their approval.
In the example below, we facilitate the Assignments Status filter for Consolidation pending approval, to highlight any assessments in this status in orange. See Search and filter in My assessments for details on the available filters. Click on the hyperlinked project code to open the Assessment Details.
1.2. Access "Approval" section in the Assessment Details
The Assessment details will open, Award criteria selected in the navigation menu. Select the Approval section from the Navigation menu.
The Consolidation Approval screen opens, and in our example displaying the Consolidator approval request in status Approved (1) and the Expert approval in status Pending approval (2), indicating that the expert involved in the consolidation did not yet approve it.
1.3. Untick the Consolidator Approval request tick box
To withdraw the expert approval request, untick the consolidator approval tick box.
You will only be able to untick the box if the consolidation was not yet submitted to the National Agency.
1.4. Success message displays
A success message (1) displays. The Consolidator approval has now been reverted to status Pending approval request (2). The Approval (3) section in the Navigation menu is marked with a red X. The approval request date is no longer displayed.
1.5. Consolidation is rolled back and the consolidator assignment status changes to "Consolidation ongoing"
The consolidator assignment status has been changed to Consolidation ongoing.
The consolidated version of the assessment can now be updated, if required. See How to complete a consolidation assignment for details.
Once the changes on the consolidated version are made, the consolidator can request the approval from the experts involved in the consolidation process again by ticking the Consolidator approval checkbox.
2. How the consolidator withdraws already given expert(s) approval
2.1. Open the consolidator assignment in status "Consolidation ready for submission" or "Consolidation pending approval" from "My assessments"
From My assessments, filter for the consolidator assignment which are in status Consolidation ready for submission or Consolidation pending approval, and locate the assignment for which you want to roll back the expert approval, for example if changes to the consolidation are needed after (one of) the expert(s) involved in the consolidation already approved the consolidated version.
In the example below, we facilitate the Assignments Status filter for Consolidation ready for submission, to highlight any assessments in this status in dark green. See Search and filter in My assessments for details on the available filters. Click on the hyperlinked project code to open the Assessment Details.
2.2. Access "Approval" section in the Assessment Details
The Assessment details will open, Award criteria selected in the navigation menu. Select the Approval section from the Navigation menu.
The Consolidation Approval screen opens, displaying the Consolidator approval request in status Approved (1) and, for expert(s) that already gave their approval, the Expert approval in status Approved (2), indicating that the expert approved the consolidation.
In this example, only one expert was selected by the NA to participate in the consolidation and they approved the consolidation.
2.3. Untick the Consolidator Approval request tick box
To roll back the expert approval, untick the consolidator approval request tick box.
You will only be able to untick the box if the consolidation was not yet submitted to the National Agency.
2.4. "Confirm" the "Rollback Approval"
Confirm the action by clicking on Confirm in the Rollback Approval pop-up.
2.5. Success message displays and consolidator assignment status changes to "Consolidation ongoing"
A success message (1) displays. The Consolidator approval request is now reverted to status Pending approval request (2) and the expert approval in status Pending approval (3). The Approval (4) section in the Navigation menu is marked with a red X. The previously displayed approval dates are no longer available and the tick mark for the Expert has been removed.
The consolidated version of the assessment can now be updated, if required. Once the changes on the consolidated version are made, the consolidator can request the approval from the experts involved in the consolidation process again by ticking the Consolidator approval checkbox.
3. How the expert(s) withdraw their already given approval
3.1. Open the expert assignment in status "Consolidation approved" from "My assessments"
From My assessments, filter for the expert assignment in status Consolidation approved for which you want to roll back an already given expert approval.
In the example below, we facilitate the Expert assignments status filter for Consolidation approved. See Search and filter in My assessments for details on the available filters. Click on the hyperlinked project code to open the Assessment Details.
3.2. Access "Approval" section in the Assessment Details
The Assessment details will open, Project information selected in the navigation menu. Select the Approval section from the Navigation menu.
The Consolidation Approval screen opens, displaying the Expert approval in status Approved (1) and the Consolidator approval request also in status Approved (2). The expert approval tick box is ticked.
3.3. Untick the expert Approval tick box
To rollback the given approval, untick the box for expert approval.
You will only be able to untick the box if the consolidation was not yet submitted to the National Agency.
If the consolidation was already submitted to the NA, the checkbox will not be active and the approval cannot be rolled back.
3.4. "Confirm" the "Rollback Approval"
Confirm the action by clicking on Confirm in the Rollback Approval pop-up.
3.5. Success message displays and the expert approval is removed
A success message (1) displays. The expert approval now displays the status Pending approval (2). The previously displayed approval date has been removed. The Approval (3) section in the Navigation menu is marked with a red X.
3.6. Expert assignment status has been changed to “Consolidation ready for approval”
The expert assignment has changed its status to Consolidation ready for approval.
Expected Outcome
- Expert approval and/or Approval request revoked
- Assignment rolled back to previous status
- The version of the consolidated assessment does not change
- The consolidated assessment can be further edited by the consolidator, if required.
Once the consolidator finishes updating the consolidated version they can request the approval of the experts involved in the consolidation process by ticking the approval checkbox again, as described on page How to complete a consolidation assignment.
Related Articles
Overview
Content Tools
Apps
