This page explains the basic functionalities and provides general information on assignments available for experts, consolidators and/or editors from My Assessments, a web-based tool part of the Assessment module.
These assignments, for example the recording of evaluations of applications and/or project reports or editing of such evaluation, are given to the experts by the National Agency and will be available from the list of assignments displayed when accessing My Assessments.
My Assessments is the web user interface used by experts, consolidators and editors to visualise their list of assignments given by the National Agency, and provides direct access to the Assessment Details of such assignment that will allow them to draw-up and submit the evaluations.
The term 'project' is used generically throughout the Expert User Guide Wiki pages to signify both, the assessments of applications and reports.
The three main activities performed in the tool are:
These activities, further called assignments, are given to the expert(s) by the National Agency, and are then available for processing from the My Assessments screen.
The Wiki page Expert Assessment provides an overview of the Assessment process, explaining the key steps related to the above-mentioned three main activities.
The page Assessment Details basic functionalities provides a description of the general functionalities in the Assessment Details screen, which will open when accessing an assignment from My Assessments.
The National Agency can assign projects to an expert in the roles Expert, Consolidator and/or Editor. While an expert may also be a consolidator, if assigned as such by the National Agency, an editor is not necessarily also an expert.
The following table provides a list of rights and tasks, which are defined for each of the available assignment roles in the Assessment module:
Experts record their evaluation of an application or report, assigned to them by the National Agency. An expert can be external or National Agency internal.
Experts have the following rights in the Assessment module:
In My Assessments, the expert roles are displayed in the Assignment Role column as Expert1 (E1), Expert2 (E2) and Expert3 (E3).
The Consolidator is in charge of creating the consolidated version of the assessment. The Consolidator is automatically assigned by the system, but the NA Selection Manager has the option to change the default selection upon creation of the consolidation.
The consolidator has following rights in Assessment module:
In My Assessments, the consolidator role is displayed in the Assignment Role column as Consolidator (C).
The Editor has two main tasks:
The Editor task is an optional task in the Assessment cycle. It can be assigned to an internal or external expert, with the role Editor in their Expert Details.
The editor has following rights in Assessment module:
In My Assessments, the editor role is displayed in the Assignment Role column as Editor (E).
In the Single Entry Point main menu, select Assessments and then My Assessments. The My Assessments screen opens. The following are available:
Standard filters, such as such as programme or key actions, are available in the Search filters. For full details about the general functionalities of the search filters, please see Search filter basics. The following default filters are available:
The Search and filter panel can be collapsed or expanded on a desktop computer screen by clicking on the available arrow </>. On mobile devices, this panel is collapsed by default.
Additionally, in My Assessments, the following specific search filters are available:
Assessment types: check boxes to select Application, Interim Report and/or Final Report.
Assignment role: check boxes to select Expert, Consolidator and/or Editor. Part of the Assignment role filters is the Assignment status filter with the options
CONSOLIDATION Flags - filter buttons to highlight consolidator assignments of a specific status in the Search results list for easy recognition.
Expert assignment status - check boxes to (de)select expert assignments of a certain assignment status.
Consolidator assignment status - check boxes to (de)select consolidator assignments of a certain assignment status.
Editor assignment status - check boxes to (de)select editor assignments of a certain assignment status.
Beneficiary Organisation Name: drop-down list of all organisations whose projects are currently under assessment.
Project code: drop-down list displaying the project codes for the available assignments.
Assignment ID: drop-down list to select a specific Assessment ID, such as APP-E1-02.
You can use the available toggle buttons to show or hide some of these filters.
The system default filters are set to Programme Erasmus+, current Call year, All rounds, All Key Actions, Assignment Role: Expert, Consolidator and Editor, and with all available options selected under Expert assignment status, Consolidator assignment status, and Editor assignment status.
The Consolidation Flags filters allow you to find assignments, related to the consolidation process, of a certain status easily in the Search results list.
Projects fulfilling the selected criteria will be highlighted in colour in the results list. It is possible to select multiple Consolidation flags filters and to combine them with other available filters.
The following filters are available:
This example shows the results displayed with the Consolidation Flags filter Consolidation pending approval selected. The search results list highlights the relevant Consolidator assignment(s) as per selected filter in dark green.
This example shows the results displayed with the Consolidation Flags filter Consolidation ready for approval selected. The search results list highlights the relevant Expert assignment as per selected filter in bright green.
This example shows the results displayed with the Consolidation Flags filter Consolidation ready for submission selected. The search results list highlights the relevant Consolidator assignment as per selected filter in dark green. The highlighted project(s) can be submitted to the National Agency.
The ESC50 roles filters allow you to search for completed ESC50 - Quality Label application assignments.
First, you must select Host, Support and/or Lead role using the available tick boxes. Once a selection is made, the search buttons Role Awarded, Role Not Awarded and/or Role Not Assessed (for Lead role only) become active. Click on the button(s) with the outcome you want to filter the results for.
The search results list will display the relevant assignments, if any are available.
In the example below, we select the Host and Support role options. The buttons Role Awarded and Role Not Awarded become active and Role Awarded is selected. The results list displays the projects where the Host role and/or Support was awarded. In our example, only projects with Host role awarded are found.
In this example, we select the Host and Lead role options. The buttons Role Awarded, Role Not Awarded and Role not Assessed become active and Role Not Awarded and Role Not Assessed are selected. The results list displays the projects where the Host role and/or Lead role was not awarded, and projects where the Lead Role was not assessed.
The list of Search results provides an overview of assessments currently assigned to you by your NA, as per selected Search filters. On top of the list, the number of assessments found and any active filters are displayed.
If no assignments were found matching the selected search criteria, the message No assessments found is displayed.
The list of Search results offers the following basic list functionalities:
You can decide which columns are displayed in the search results using the Customise button.
Select and/or deselect the columns you wish to see or hide by using the available check boxes. Save your settings and/or set as default. See How to use the Erasmus+ and European Solidarity Corps platform for detailed information on this functionality.
To close the panel click on the X in the top right corner of the panel.
In the Search results list, following columns are available for display:
The Actions column contains the Actions button for each assignment. Available and active actions vary, depending on Assignment role and Assignment status.
You may find the same project displayed multiple times in the Search results, but with different Assignment Roles and/or Assignment Status.
The following is a list of possible assignment statuses, which can be displayed in the Assignment status column in the Search results:
For Expert assignments:
For Consolidator assignments:
For Editor assignments:
Assignments that display the red Ø CANCELLED label in the Assignment status column can no longer be opened and the assignment is no longer available for action. These projects have been cancelled in the National Agency's project management system. The project code is no longer hyperlinked.
It is possible to export the list of available assessments as an MS Excel file, which will include the assignment details for the assigned projects. If you do not select one or more projects using the available check boxes in the first column of the search results, all assignments that are available in the current search results will be exported.
Select one or multiple projects from the list of search results. If you do not select any projects, all projects available will be exported. You can use the available filters to narrow down the results according to your needs.
Click on the Export button. The file download will start immediately. Once completed, a success message displays.
In the downloaded excel file, the following information for the exported projects is available:
It is possible to export the assessments including all their content from Assessment Monitoring as an MS Excel file. The downloaded file will include the sections Assessments Information, Assessment scoring and comments, Typology questions and Comments.
To download the assessments:
The following information is available in the downloaded file:
Depending on any filters set when selecting Export Assessments, the downloaded file may contain multiple sheets. If there is no data to be exported for a specific sheet, it is not included in the exported file. Following options may be available:
Example for Erasmus+ and European Solidarity Corps assignments, excluding ESC50 and KA171:
Example for exported assessments for ESC50 - Quality Label assignments only. You will notice that for Assessment scoring and comments, specific columns per role, Lead role, Host role and Support role, including the related Award criteria comments and outcome/scoring, are available in the file.
From the Actions button available in the Actions column for each available assignment, a number of options are available.
The options and availability of these vary, depending on your assignment role, and/or the assignment status as well as the completion of a task as part of the assessment cycle.
Here an overview of available Actions per assignment type: