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To fill-in the Conclusions, lessons learned and recommendations, as EVAL Contractor or EVAL Expert(s), first find and access the Evaluation in OPSYS EVAL.
On the Evaluation page:
- (Recommended) If you want to Fill Conclusions, lessons learned and recommendations via the online form, choose the “Fill Conclusions, lessons learned and recommendations”option (1) and complete the online form; or
- If you want to complete the Conclusions, lessons learned and recommendations via downloading the downloadable template (editable PDF file), choose the “Download Conclusions. lessons learned and recommendations template” option (2) to download the PDF file to your computer and complete the file.
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At any moment while completing the form, you can click on the "Save" button at the top right of the Evaluation Online Form page to save the form.
How to set the status of the Conclusions, Lessons Learned and Recommendations as FinalAnchor SET-EVALUATION-FORM-FINAL SET-EVALUATION-FORM-FINAL
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Click on the "Yes" button in the Confirmaton pop-up message to confirm the completion of the Conclusions, lessons learned and recommendations form. This action cannot be undone!
Alternatively, click on the “No” button to cancel the confirmed completion of the form.
If the Conclusions, lessons learned and recommendations form is successfully confirmed as completed, a green Success! message is displayed at the bottom right of the page, and:
- The status of the Evaluation Online Form is updated to "Final".
- The Conclusions, lessons learned and recommendations are registered and set to read-only.
Click on the “Back to Evaluation” button at the top of the Evaluation Online Form page to be re-directed back to Evaluation page.
Via the PDF template
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Please note that that if modifications are required to the Conclusions, lessons learned and recommendations form and the status of the form is "Final", you can revert back to the "Draft" status and apply the changes (by clicking on the "Set as Draft" button at the top right of the Evaluation Online Form page), as long as the Evaluation is still in status/step "SYNTHESIS".
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Click on the “Back to Evaluation” button at the top of the Evaluation Online Form page to be re-directed back to Evaluation page.
Via the downloadable PDF template
Select the "With Clusters" option in the pop-up message when downloading the Conclusions, lessons learned and recommendations template.
1. Open the downloaded PDF template file.
2. Complete the required fields in the template file (using the same process as described above for the online form).
3. Once completed, save the template file to your computer.
4. Once the template file is saved, return to the Evaluation page in the system, click on the “Actions” button at the top right of the page and choose the “Upload Conclusions, lessons learned and recommendations template” option to upload the completed PDF file template from your computer to the system.
5. Once to have uploaded the completed template file, click on the "Submit" button to submit the template file.
6. Confirm the submission by clicking on the "Continue" button. Warning: The submission of the template file will overide the information on the online form!
If the Conclusions, lessons learned and recommendations template file was successfully uploaded, a green confirmation message will be displayed at the bottom right of the page.
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IMPORTANT NOTE: If you use the template file option, you still need to update the status of the Evaluation Online Form to "Final": 1. On the Evaluation page, select the "Fill Conclusions, lessons learned and recommendations" option to access the Evaluation Online Form.
2. Review the completed form and set the status of the Evaluation Online Form to "Final" |
- Open the downloaded PDF file template;
- Complete the required fields and questions in each template file (using the same procedure as described above for the online form;
- Once completed, save each template file to your computer;
- Once the template files are saved, return to the Evaluation page in the system, click on the “Actions” button at the top right of the page and choose respectively:
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- the “Upload Conclusions, lessons learned and recommendations template” option to upload the completed PDF file template from your computer to the system; and
If the Upload Conclusions, lessons learned and recommendations template was successfully filled in, a green confirmation message Upload Template will be displayed at the bottom right of the page, and:
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2.6 Evaluation Completed and Follow-up Phases
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