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Illustrations provided for consultation only...
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This page provides an overview of step-by-steps instructions on how to add, update create and delete complete mobility activities in Erasmus+ Key Action 1 granted projects via the user interface in the Erasmus+ and European Solidarity Corps platform. 

In the Mobility activities section of the project you can fill in the basic participant details, save the information as draft and continue to update the mobility activity later. Where applicable, you can also manage and monitor participant reports.

Draft m

in Beneficiary module. We are using a KA152, call 2022, project as an example. 

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Mobility Activity
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Mobility Activities in projects
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Info

The form content for a mobility activity will adapt based on your input and will provide feedback such as warning messages or error messages if information is missing or eligibility rules are not observed

obility activities must be completed or removed before attempting to submit the beneficiary report, as they will not be included in the budget summary

For specifics explanations for each key action, please see the following pages:

For certain key actions (e.g. higher education projects) it is also possible to complete all mobility activities using the import-export function. 

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Note

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Mobility activity changes from Completed to Draft
Mobility activity changes from Completed to Draft
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Activities in KA1 Youth mobility projects
Activities in KA1 Youth mobility projects
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titleRelevant For...

This page is relevant for:

  • Erasmus+ Key Action 1 - Learning Mobility of Individuals

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Prerequisites

  • Only the contact persons of the beneficiary, co-beneficiary and partner organisations with edit rights on the project are able to perform these actions.
  • A grant agreement has been signed for the project, and it is visible in My projects.
  • To update the project it must have the status Project Ongoing.
  • You must add activities in the Activities section first in order to be able to associate the mobility activity to the relevant activity.

Steps


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Create the draft mobility activity

This is the first of two steps in the process of adding mobility activities to your project.

Access "Mobility Activities" in the Content menu

In your project, click on Mobility Activities in the Content menu. The Mobility activities screen is displayed. All the mobility activities that you add will be shown here. Initially the list is empty. 

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In addition, you have the option to copy an existing mobility activity using the Duplicate functionality. See Duplicate a Mobility activity for details. For information regarding the Revalidation option, accessible via the Revalidation button on top of the list, see Revalidate Mobilities in Beneficiary module

Mobility ActivitiesImage Added

Click on "Create"

Click on the Create button in the mobility list screen.

Click on the Create button in the mobility list screenImage Added

Fill in the mandatory fields to create the draft mobility 

The Create a Draft Mobility activity screen opens. This is the first of two parts of the form and requires you

Steps

  1. Update the Receiving country, if required, and provide the Main instruction language, using the available drop-down list.
  2. Click on the Save button to save the mobility activity as draft or click on the Back button to return to the list of mobility activities. The mobility activity will not be saved as a draft. 

In order to complete the draft mobility activity registration you must fill in all the mandatory fields, marked with a red asterisk (*). After saving the draft mobility details, the mobility activity can be completed at a later stage. 

Create a draft mobility sectionImage Added

Click "Save"

Click the Save button at the bottom of the Create draft mobility activity screen to save the basic details.

Click on Save to save the draft mobility activityImage Added

Draft mobility activity created

Once saved, the draft mobility activity is created and you are redirected to the mobility activity details screen, where you can now provide all required details to complete the mobility activity. See below for the next steps.

If you do not want to complete the mobility activity at this time, click on the Back button at the bottom of the screen to return to the list of mobility activities. 

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The mobility activity just added is displayed in the list of List of mobility activities,in status Draft.

Mobility activity added to the list of mobility activities in the projectImage Added

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Create the draft mobility activity

This is the first of two steps in the process of adding mobility activities to your project.

Click on the Create button at the top of the mobility list to open the  Create a Draft mobility activity  screen.

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In this screen you are required

to provide basic information on the mobility activity

and

, including the participant's name. All

details are mandatory and must be provided at once in order to create the draft mobility activity record

fields are mandatory, which is indicated by a red asterisk (*).

Note the following:

  1. The Draft status is indicated mobility activity status at this point is DRAFT and is shown in orange at the top right corner of the screen.
  2. The Mobility activity ID is created automatically. It is a combination of the last 6 digits of the project reference followed by MOB and an incremental number, e.g. 005041-MOB-00001. The Mobility activity ID can be changed, but it must be unique in the project.

  3.  
  4. Mobility activity ID -
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  5. The Activity Type dropThe Activity Type drop-down values differ according to the action type of your project. See Activity Types in projects for additional information.
    Note: Once you start filling in the mobility activity details, it is still possible to change the activity type but you may lose certain activity-specific information.
  6. Please ensure you provide the correct Participant Email participant email address, as the notifications to fill in the participant report will be sent to this address.
  7. The Mobility mobility activity Start date and End date must be within the project dates and the mobility activity duration must comply with the rules for the associated activity type. Once you fill in the dates, the mobility activity duration is highlighted by an orange timeline within the project duration, which is indicated by a blue timeline.
Info
titleInformation

The form content will adapt based on your input and will provide feedback such as warning messages or error messages in case there is missing information or eligibility rules are not observed. 

Mandatory fields within the various sections are indicated by a red asterisk (*) .

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Once you have filled in all the mandatory details, click on the Save button at the bottom of the screen. The mobility activity record is created and displayed in the List of mobilities, with the status Draft.

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Optional: "Add another draft mobility activity" before saving the current mobility activity

Every time you create a draft mobility activity, you can add new draft mobility activities starting from the basic details of the current mobility activity.

To do so, click on the Add another draft mobility activity button at the bottom of the screen. A new form opens, where all fields are prefilled with the same details of the current mobility activity, with the exception of:

  1. a new mobility activity ID which is created automatically and can be modified

  2. the participant's name and email address, which you have to fill in manually for the new participant.

All fields in the new draft mobility activity screen are editable.

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Complete

/edit the

the mobility activity

Once the first draft is saved, you can fill in the remaining details in order to complete the mobility activity.  This This is the second step in the process of adding a mobility activity to your project and is done by editing the editing the draft record. It is possible to edit and save the details in several stages, and a completed mobility activity can be updated as many times as necessary, as long as the final report has not been submitted.

Click "Edit" in the mobility activities list

In the list of mobility activities, click on the the Edit icon icon next to the one you want to complete.  The Mobility The mobility activity screen will open in edit mode, and you can fill in the remaining information.

The displayed icons in the Actions column may vary, depending on the action type of your project.

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Mobility activity screen elements

  • Mobility activity card: it is displayed at the top of the mobility activity screen. It displays the participant's name, as well as the mobility activity card with basic details about the mobility activity: Mobility ID (where applicable), date of creation, and date of update, as well as the users who updated the form.

  • Mobility activity status: it is included in the card; depending on the action type, it is displayed either as a word or as a coloured badge (orange for Draft, green for Complete).
  • Export mobility activity button: where applicable, it is included in the card and allows you to export the form to a PDF file which contains a list of all fields and the information you provided in each field.

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    Mobility activity screen - general functionality

    Sections and mandatory fields

    The mobility activity screen consists of several sections. You can expand and collapse each section for easier navigation, by clicking on the section title or the arrow (>) on the right side of each section.

    The available sections depend on the activity type for the mobility activity and action type of your project. By default, all sections are expanded when accessing the screen.

    Note

    The form content will adapt based on your input and will provide feedback such as warning messages or error messages if information is missing or eligibility rules are not observed. Additional sections may become available when completing the form or sections will be removed, as they are no longer applicable. 

    Mandatory fields to complete within the form are marked with a red asterisk (*) and display Value missing.

    Possible sections in mobility activity detailsImage Added

    Expand
    titleClick here to view the available sections in a mobility activity linked to a preparatory visit.

    Here are the available sections in a mobility activity linked to a preparatory visit in a KA152 call 2022 project. 

    Sections in a mobility activity linked to a preparatory visitImage Added

    The "Save" and "Back" buttons

    The Save and Back buttons are

    Save button: it is

    located in the bottom right corner of the screen. Click the Save button regularly to save the information as you fill in the form.

     

    Click on the Back button to return to the list of mobility activities. 

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    titleTip

    Save your changes regularly when completing a mobility activity.

    Save and Back buttons are located in the bottom right corner of the screenImage Added

    Complete the "Activity" and/or "Mobility Activity" section, as applicable

    Depending on the action type of your project, the Activity and/or Mobility Activity section is available in the mobility activity details.

    In these sections you will select the Activity type or the Activity linked to the mobility activity, depending on the action type of your project. You

    Info
    titleInformation

    The form content will adapt based on your input and will provide feedback such as warning messages or error messages in case there is missing information or eligibility rules are not observed. 

    Mandatory fields within the various sections are indicated by a red asterisk (*).

    Mobility activity screen elementsImage Removed

    Mobility activity sections

    The screen consists of several sections. You can expand and collapse each section for easier navigation, by clicking on the section title or the arrow (>) on the right side of each section.

    Example of mobility activity screen sectionsImage Removed

    The section number and titles may vary slightly depending on the action type. Here is the general structure of the form and the type of information that is required for each section:

    Activity

    In this section you will select the activity type and define or view high-level details about the activity type, for example if the activity is itinerant (in KA1 youth mobility projects), a blended mobility activity (higher in Higher education /projects, KA121/, KA122) or if it is a case of force majeure.

    Here is an example of the Activity section in a KA131-HED project.

    Activity section example Image Removed

    Participant

    In this section you will view the previously entered participant personal details, as well as provide further details as applicable.

    The section also includes a variety of flags that can indicate the participant's role in the mobility activity, whether the participant requires a linguistic grant or whether it is a participant with fewer opportunities. The flags you check may affect the grants received for the participant as well as the remaining details to fill in.

    For example:

    • Participant with fewer opportunities: for each such participant you must fill in the Fewer Opportunities section of your project.

    Here is an example of the available participant flags in a KA154-YOU project:

    Example of participant flagsImage Removed

    Participant Report
    In this section you can monitor the status of the participant report and, if needed, resend the invitation to the participant to fill in the report. For more details about this section, see the page Manage participant reports in projects.

    Here is an example of the Participant report section in the Mobility activity screen:

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    Certifications

    In this section you will specify any certificates or credits that are awarded/recognised by the involved organisations.

    Here is an example of the Certifications section in a KA153-YOU project. The create new button allows you to add additional certifications, if required. 

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    titleClick here for an example of the Certifications section in a KA131-YOU project.

    Certifications section example from a Higher Education projectImage Removed

    From-To

    In this section you will specify the travel details, such as the sending and receiving organisations, the distance band and the means of transport.

    Note
    titleTake note
    • You will also specify the real distance in KM between the sending and the receiving cities. This will be used purely for statistical purposes to determine the carbon footprint of the activity.
    • The following means are considered sustainable: bike, bus, carpooling, train, other sustainable transportation. For these, the Sustainable Means of Transport flag is automatically checked and the funded travel duration can be increased from maximum 2 to maximum 6 days.

    Here is an example of the From-To section in a KA131-HED project.

    You must provide information regarding the Sending and Receiving organisations, using the available drop-down lists, as well as the Distance band, Real distance in km and the Main means of transport. 

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    Here is an example for the options to select the Sending and Receiving organisation in a KA121-ADU project in the From-To section.

    Excerpt

    You have the Select  (1) button available to choose the respective organisation from. Clicking on it opens the organisation selection pop-up window, in our example for Sending Organisation.

    Click on the organisation you want to choose (2), it will be highlighted in blue, and click on the Select  (3) button. 

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    The organisation information in the From-To section is updated as per selected organisation (4). 

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    Duration

    In this section you will check and update the start and end dates of the mobility activity, and provide any additional information about the duration of the mobility activity, as applicable.

    Note
    titleTake note

    The duration in months (where applicable) is calculated based on the rule that 1 full month=30 days, without exceptions.

    Here is an example of the Duration section in a KA131-HED project:

    Duration section exampleImage Removed

    Budget

    The mobility activity budget consists of various grants that are calculated automatically based on the details you have provided throughout the mobility activity form. In the Budget section you will view the grant amounts, as well as the total mobility activity grant.

    For certain key actions, you may have to provide additional details in this section, to complete the grant calculations.

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    titleTake note
    • It is possible to request exceptional costs for certain grant items. In such cases you must provide additional justifications for your request. The eligible amounts are granted in accordance with the rules set out in the Programme Guide for each key action and activity type.
    • If you do not require a specific grant, you can check the Grant not required flag or the Zero grant flag, as applicable for the selected activity type.

    Here is an example of the Budget section in a KA152-YOU project:

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    All the individual mobility activities added to the project are displayed in the List of mobility activities. The total number is also displayed at the top of the list.

    For each mobility activity, you can view key details as well as its status: Draft or Complete.

    For each mobility activity, you have the following options by clicking on the applicable icons, from left to right:

    • View the mobility activity details - the mobility activity details screen opens; you can view, but cannot any of the change the mobility activity details.
    • Edit the mobility activity details - the mobility activity details screen opens and you can make the desired changes. Remember to save any updates by clicking on the Save button at the bottom of the screen.
    • Delete the mobility activity - click Yes in the pop-up message to confirm the deletion.

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    The following options are also available at list level:

    • Sorting by column: by clicking on a column header (1st click ascending, 2nd click descending, 3rd click off). An arrow indicating the current sort sequence is displayed next to the selected column header.

    • Browsing: use the browsing options below the list to change the display of items per page and/or the arrows to view more results.

    • Horizontal and vertical scroll bars: move from left to right and top to bottom to view all data in the table.

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    our KA152, call 202 project.

    Click on the Activity drop-down and select an activity from the ones you had recorded in the Activities section of your project. The Country of destination field and the Is this activity itinerant? checkbox will be filled in automatically, in accordance with the details you had provided for the selected activity.

    In our example, we have selected a Youth participation mobility activity, which we had previously defined in the Activities part of the project as itinerant. 

    Fill in the Activity sectionImage Added

    In our KA152 example, we also have the Mobility Activity section available. 

    A variety of flags are available, allowing you to mark the mobility activity as a specific participant type (Participant or Accompanying person), the mobility activity as blended and/or as Force majeure. The available flags depend on the action type of the project and any input already provided in the form. 

    Expand
    titleClick here to expand for additional information regarding the available flags.

    "Accompanying person" flag

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    "Blended mobility activity" flag

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    "Force majeure" flag

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    titleClick here to view an example of the Mobility Activity section in a KA121-ADU mobility activity.

    Here is an example of the Mobility Activity section in a KA121-ADU mobility activity. 

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    Complete the "Participant" section

    In this section you will view the previously entered participant personal details, as well as provide further details as applicable.

    The section also includes a variety of flags that can indicate the participant's role in the mobility activity, whether the participant requires a linguistic grant or whether it is a participant with fewer opportunities. The flags you check may affect the grants received for the participant as well as the remaining details to fill in. Here is the Participant section in our KA152, call 2022 example. 

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    Complete the "Inclusion Support" section, if required

    In this section you can request Inclusion support for a mobility activity flagged as participant with fewer opportunities. 

    "Participant with fewer opportunities" flag

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    A participant flagged as having fewer opportunities cannot be an accompanying person, group leader, trainer/facilitator or a decision maker, etc. For each participant with fewer opportunities you must fill in the Fewer Opportunities section of your project.

    Provide the "Inclusion support for participants"

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    Once the Participant with fewer opportunities flag is checked, the related fields become available in the Inclusion support section. Where required, provide the requested Inclusion support for participants in EUR in the respective field. The Inclusion support for organisations is pre-filled and read-only, except in cases of Force majeure.

    Note

    You do not have to provide adescription and justification for inclusion support for participants, the field is not available in KA1 Youth projects. 

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    The "Participant Report" section

    Initially, the Participant Report section is empty.

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    Complete the "Recognition Certificates" section

    In this section you will specify any certificates or credits that are awarded/recognised by the involved organisations.

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    Recognition Certificates
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    Expand
    titleClick here for an example of the Certifications section in a KA131 project.

    Certifications section example from a Higher Education projectImage Added

    Complete the "From-To" section

    In this section you will specify the travel details, such as the Sending and Receiving organisations, the Distance band and the Main means of transport. You will also specify the Real distance in KM between the sending and the receiving cities. This will be used purely for statistical purposes to determine the carbon footprint of the activity. The Sustainable Means of Transport flag is automatically checked and the funded travel duration can be increased from maximum 2 to maximum 6 days if the selected Main means of transport is considered sustainable. 

    In our KA152 example, the information to complete in the From-To section depends on whether the selected activity is itinerant or not and the activity type of the linked activity. The Individual support budget item is also affected by the itinerant nature of the activity. For each itinerary, the Funded duration including travel days (in days) must be filled in. See Mobility activities in KA1 youth mobility projects for details. 

    Complete the From To sectionImage Added

    Expand
    titleClick here to view details on how to select the Sending or Receiving organisation.

    Here is an example for the options to select the Sending and Receiving organisation in the From-To section of a KA121-ADU mobility activity.  

    Excerpt

    You have the Select (1) button available to choose the respective organisation from. Clicking on it opens the organisation selection pop-up window, in our example for Sending Organisation, displaying the organisations available in your project. If an organisation you want to select is not available, check the Participating organisations section in your project and add it, if possible.

    Click on the organisation you want to choose (2), it will be highlighted in blue, and click on the Select(3) button. 

    Example of selecting Sending organisation in KA121Image Added

    The organisation information in the From-To section is updated as per selected organisation (4)

    Organisation information updated in the formImage Added

    In our example, the subsections Travel Grant and Exceptional Costs are available in the From-To section and must be filled. Under Travel grant, provide the number of Funded travel days. The Travel support field is automatically calculated and read-only.

    If the travel grant is not required, use the Travel support (Grant) not required flag. It is also possible to Request Exceptional Cost for Expensive Travel

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    In our example, it is also possible to request Exceptional cost for visa and other entry requirements.

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    "Sustainable Means of Transport" flag 

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    Complete the "Duration" section

    In this section you will check and update the Start and End dates of the mobility activity, and provide any additional information about the duration of the mobility activity, for example Interruption duration (in days), as applicable. For mobility activities flagged as a blended mobility activity, additional fields for the virtual components of the activity are available and must be completed. 

    Note
    titleTake note

    The duration in months (where applicable) is calculated based on the rule that 1 full month = 30 days, without exceptions.

    Here is the Duration section in our KA152 example: 

    Duration section exampleImage Added

    Review the "Budget" section

    The mobility activity budget consists of various grants that are calculated automatically based on the details you have provided throughout the mobility activity form. In the Budget section you will view the grant amounts, as well as the total mobility activity grant.

    For certain key actions, you may have to provide additional details in this section, to complete the grant calculations or have the option to flag the mobility activity as Zero grant, if you do not require a grant for the mobility activity or to flag the mobility activity for Organisation support grant not requested. For specifics explanations for each key action, please see the following pages:

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    Here is an example of the Budget section in a KA152-YOU project:

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    Complete the "Mobility Activity Comments" section (optional)

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    Click on "Save"

    When all information in the form is filled, click on the Save button.

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    Mobility activity status "Complete"
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    When all mandatory information for the mobility activity was provided in the form, its Complete status will be displayed in the list.

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    In addition, you have the option to copy an existing mobility activity using the Duplicate (4) functionality. See Duplicate a Mobility activity for details.In some projects the mobility activity list will look differently, as in the example below for KA121-ADU, but provide you the Delete, View and Edit options in the same way. 

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    Expected Outcome

    The

    mobility activity is filled in and marked as complete in the mobility activity list.

    completed mobility activity is reflected in the Reported budget of your project. 

    Info
    titleInformation

    Before submitting the Beneficiary report, you will need to re-check all mobility activities, to make sure they still comply with all validation rules. Where available, the Revalidation of mobility activities functionality can be used for this purpose.

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