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The consolidation phase starts once all experts have submitted their individual assessments for a project 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 however 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 and sends it for approval to the expert(s) involved. See the page How to complete a consolidation assignment for details.
  2. Expert approval - the expert(s) selected by the NA to participate in the consolidation approve the consolidated assessment. 
  3. Consolidation submission - the expert nominated as consolidator submits the approved consolidated assessment. See the page How to submit a consolidation (consolidator) for details.

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This page explains the second of these steps, the Expert approval. We are using a KA155 Final report assessment as an example. 

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 specific assessments, please also consult the dedicated pages:

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For a list of all available wiki pages regarding expert assessments, see Assessment module for experts - Index.This page explains the second of these steps, the Expert approval. 

Prerequisites

  • Existing EU Login and expert account. See the page Expert login to EESCP and Assessment module for details
  • Expert assigned as consolidator, completed the consolidation assignment and submitted the consolidated version for approval to the other involved expert(s)
  • Assignment status for the corresponding Expert assignment is Consolidation ready for approval

Detailed Steps


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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 all your available assignments.

See My Assessments for details on the basic functionalities of this screen. 

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Access My assessmentsImage AddedImage Removed

Filter your assignment(s) for the one(s) in status "Consolidation ready for approval"

Expert assignments ready for approval will be in status Consolidation ready for approval. 

You can use the available Search filters to filter the results list according to your needs. Using  Using the Assignment Status flag filter Consolidation ready for approval will highlight the row in bright green for project assessment(s) in this status. See Search and filter in My Assessments for details on the available search filters. 

Click on the Actions button and select the option Approve consolidation. Alternatively, click on the hyperlinked project code to open the assessment details. Image Removed 

Select Approve consolidation from the Actions button for the assessment in status Consolidation ready for approval Image Added

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"Assessment Details" opens in new tab

The Assessment Details for the selected project assessment will open in a new tab in your browser. You can access the Project information, Award criteria, Typology questions, or Comments sections by selecting the respective option in the Navigation panel.   By default, the Award criteria section is displayed, opened on the Consolidator tab, displaying the comments and scores as completed by the consolidator upon creation of the consolidated version of the assessment.

The header displays the outcome of the consolidated assessment including the final score, if applicable. When expanded, the criteria and individual scores for the Consolidator assessment can be viewed and compared to your own expert assessment outcome. For specific assessments, please also consult the dedicated pages:

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You can access the Project information, Award criteria, Typology questions, or Comments sections by selecting the respective option in the Navigation panel. 

You have read access to the consolidated version and you also have access to your Expert tab, in our example Expert 2. Any other tabs displayed, for example Expert 1, are greyed out and cannot be accessed. 

Note

If you opened the Assessment details by clicking on the hyperlinked project code or by selecting Open assessment from the Actions button, the Assessment details will open on the Project information tab. If you navigate to the other sections in the assessment, the information displayed will be from your Expert assessment. In this case, access the Consolidator tab in the relevant screens to view the consolidated assessment. 

Assessment details open on the Award criteria with the Consolidator tab openedImage AddedImage Removed

Review the consolidated version of the project assessment 

To review the consolidated version of the assessment, use the Navigation to access the relevant sections. No changes can be made as all information is only available in read-only mode.  Image RemovedMake sure you always have the Consolidator tab selected, so you view the relevant information. 

Review the consolidated assessmentImage Added

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Access the "Approval" section and approve the consolidated assessment version

Use the Navigation to access the Approval section. The Consolidation Approval screen opens. 

The Expert sub-section subsection displays an orange badge, stating stating Pending approval, meaning the required action still has to be completed. The sub-section subsection for the consolidator displays a green badge, stating APPROVED. 

Warning

The Assessment details header will at this point show the outcome of your expert assessment and no longer the consolidator information. To review the outcome for the consolidation once more, access for example the Award criteria and select the Consolidator tab. The header will show the consolidation information again. 

Access the Approval section of the assessmentImage Added   Image Removed

To approve the consolidated version of the assessment:

  1. Check the available check box checkbox in the expert sub-sectionsubsection, declaring the consolidated version as approved:   Please tick the checkbox below in order to approve the consolidated version. In case you do not approve the consolidated version then contact your Selection Manager.
    Select the checkbox to approve the consolidationImage Added
  2. Confirm that the consolidation is ready for submission to the consolidator by clicking on YES in the confirmation pop-up. Selecting NO will close the pop-up .
  3. A success message then displays.
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  1. and no action is taken.
    • The confirmation message displayed varies, depending on the submission option selected by the consolidator when sending it for approval.
    • In the below example, the message indicates that the consolidated assessment will be submitted automatically if the action is confirmed, as this option was selected by the consolidator and only one expert was involved in the consolidation. 
      Confirm the action in the confirmation pop upImage Added
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Expert approval completed

A success messagedisplays. The approval process is completed, all information in the Assessment Details are greyed out and no more changes are possible. Approval in the Navigation is marked with a green check.

The expert specific approval information is now marked with a green stripe and greyed out. It displays a green badge, stating Approved and the Approval date is filled in. The information text in the Expert approval section now displays By ticking the checkbox below, you have approved the consolidated version.

Note

Depending on the submission option selected by the consolidator and depending on the number of experts involved in the consolidation, you may at this point still be able to withdraw the Approval. If a withdrawal is possible, the approval checkbox will be active. See How to withdraw assessment approval for a consolidation for details. 

Approval finalisedImage AddedImage Removed

Expert assignment status changed to "Consolidation approved"

Back in the list of your assignments, under My Assessments, the expert assignment is now displayed with the status Consolidation approved.  Image Removed

Expert assignments status changes to Consolidation approvedImage Added

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Expected Outcome

  • Assignment status of the expert assignment changes to Consolidation approved
  • Depending on the submission option selected by the consolidator upon sending the consolidated assessment for approval:
    • The expert assigned as consolidator can submit the consolidated version, available for them under My Assessments with the status Consolidation ready submission, after all experts involved have given their approval
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    • The consolidation is automatically submitted to the NA, after the last expert involved gave their approval

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