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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.

For an overview of the assessment process, please consult the page Expert Assessment.

Prerequisites

• To access My Assessments you need an existing EU Login account, with the role as Expert configured by the National Agency. See the page Expert login to EESCP and Assessment Module for details.
• Assignment(s) as an expert, consolidator and/or editor given by the National Agency

What is "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:

1. Assessment - the evaluation of applications or reports 
2. Consolidation - the creation and submission of the consolidated version of an assessment, based on the assessment(s) carried out by one or more experts
3. Editing - the improvement of the linguistic quality of the contents of the consolidated assessment; not mandatory

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.

Assignment roles for experts

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:

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The "Consolidation Flags" filter

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: 

• Consolidation ready for approval - available for expert assignments; selecting this flag filter will highlight project(s) for which the consolidation(s) is/are ready for approval by the expert (bright green)
• Consolidation pending approval -  available for consolidator assignments; selecting this flag will highlight project(s) for which the consolidated version still needs to be approved by the experts involved in the consolidation before submission (orange)
• Consolidation ready for submission - available for consolidator assignments; selecting this flag will highlight project(s) for which all experts involved in the consolidation have approved the consolidated version and the consolidator can submit them to the National Agency (dark green)
  

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. 

Image RemovedResults displayed with filter Consolidation pending approval

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For more details on using the Search and filter options, specifically the Consolidation Flags and ESC50 specific filters, see the page Search and filter in My Assessments.

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The "Search results" list

Basics

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: 

1. Sort by column,
2. Pagination,
3. Customise, and
4. Scroll bars on the bottom and right of the table to facilitate access to all available columns/rows, as more information than can be displayed in the window on your device may be available. 

Image AddedBasic functionalities of the Search results list

"Customise" the Search results list

You can decide which columns are displayed in the search results using the Customise button. 

Image AddedClick on Customise to adjust the columns displayed

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. For example, you can add columns specific for ESC50 - Quality Label assessments, such as Role(s) requested or Role(s) awarded. 

To close the panel click on the X in the top right corner of the panel. 

Image AddedAvailable Customise options for the results list

In the Search results list, the following columns are available for display: 

1. Project code: 

   Excerpt Include
   Project codes in Assessments Project codes in Assessments nopanel true

2. Assignment ID: displays identifier assigned to expert to define the relationship between them and the given assessment in AM. 
3. Assignment Status: displays status of the assignment. 
4. Assignment Role: role for the given assignment; either Expert1 (E1), Expert2 (E2), Expert3 (E3), Consolidator or Editor. 
5. Assessment Type: displays either Application, Interim Report, Final Report or Accreditation Progress Report.
6. Threshold reached: only filled in if expert or consolidator assignment was completed; either YES or NO.
7. Assignment date: by default hidden. Displays the date and time to assignment was given.
8. Start date: by default hidden. Displays the date and time the assessment details of the assignment have been opened by the expert the first time.
9. Latest update: by default hidden. Displays the date and time the assessment was last updated by the expert.
10. Assignment submission date: only filled in if expert or consolidator assignment was submitted; shows date and time of submission.
11. Project title: displays the Project title of the assessed project, if applicable. 
12. Beneficiary organisation name: displays the Beneficiary organisation name of the assessed project.
13. Conflict of Interest: only filled in if expert or consolidator assignment was completed or if the expert/consolidator marked an assignment having a Conflict of interest, without completing the assignment; either Yes or No.
14. Role(s) to be assessed: by default hidden. Displays the Quality Label roles requested, can be: Host, Support and/or Lead. 
15. Role(s) Awarded - Call: by default hidden. Displays Quality Label roles attained in previous years, if any, displaying the role and year. 
16. Site Visit: by default hidden. Displays the value selected by the expert when assessing an ESC50 call year 2023 onward application for Host and/or Support role. Displays Yes, No, N/A (if the Site visit is not applicable), or as empty, if the expert has not yet marked the assignment with the option for a Site visit as yes or no.
17. Decision Host Role: by default hidden. The column will be filled in for completed ESC50 - Quality Label assignments with the possible options Role Awarded, Role not awarded or N/A, if the role has not been applied for by the organisation. Empty if the assessment was not submitted. A tool tip is available with information in this column.
18. Decision Support Role: by default hidden. The column will be filled in for completed ESC50 - Quality Label assignments with the possible options Role Awarded, Role not awarded or N/A, if the role has not been applied for by the organisation. Empty if the assessment was not submitted. A tool tip is available with information in this column. 
19. Decision Lead Role: by default hidden. The column will be filled in for completed ESC50 - Quality Label assignments with the possible options Role Awarded, Role not Awarded, Role not assessed or N/A, if the role has not been applied for by the organisation. Empty if the assessment was not submitted. A tool tip is available with information in this column.
20. Project UUID: by default hidden. It is a system generated identification code that is unique per project assessment.
21. Report Parts: by default hidden. The column will display the report parts to be assessed for Accreditation Progress Report assessments applicable for KA120, KA150 and ESC50.
22. Actions: contains the Actions button for each assignment. Available and active actions vary, depending on Assignment role and Assignment status.

Image AddedSearch results list with all columns displayed

In this example we filtered for ESC50 - Quality Label application assessments for year 2022 and 2023. In the ESC50 specific columns the relevant values are filled in, as applicable and where available. 

Image AddedSearch results list with ESC50 specific information

Here is an example of the available tool tip for Role(s) Awarded - Call when hovered over. 

Image AddedTool tip example

"ESC50 Roles" filters

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. 

Image RemovedESC50 roles filters Host and Support role

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.

Image RemovedESC50 roles filters Host and Lead role

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The "Search results" list

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: 

1. Sort by column,
2. Pagination,
3. Customise, and
4. Scroll bars on the bottom and right of the table to facilitate access to all available columns/rows, as more information may be available than can be displayed in the window on your device.   

Image RemovedBasic functionalities of the Search results list

"Customise" the Search results list

You can decide which columns are displayed in the search results using the Customise button. 

Image RemovedClick on Customise to adjust the columns displayed

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.

Image RemovedAvailable Customise options for the results list

To close the panel click on the X in the top right corner of the panel. 

Available information in the list

In the Search results list, following columns are available for display: 

1. Project code - hyperlinked, opens assessment either in read-only or edit mode, depending on the Assignment status.
2. Assignment ID - displays identifier assigned to expert to define the relationship between them and the given assessment in AM.  
3. Assignment Status - displays status of the assignment. 
4. Assignment Role - role for the given assignment; either Expert1 (E1), Expert2 (E2), Expert3 (E3), Consolidator or Editor. 
5. Assessment Type - displays either Application, Interim Report or Final Report.
6. Threshold reached - only filled in if expert or consolidator assignment was completed; either YES or NO.
7. Assignment submission date - only filled in if expert or consolidator assignment was submitted; shows date and time of submission.
8. Project title - displays the Project title of the assessed project, if available. 
9. Beneficiary organisation name - displays the Beneficiary organisation name of the assessed project.
10. Conflict of Interest - only filled in if expert or consolidator assignment was completed or if the expert/consolidator marked an assignment having a Conflict of interest, without completing the assignment; either YES or NO.
11. Decision Host Role - by default hidden. The column will be filled in for completed ESC50 - Quality Label assignments with the possible options Role Awarded, Role not awarded or N/A, if the role has not been applied for by the organisation. Empty if the assessment was not submitted. A tooltip is available with information in this column.
    
12. Decision Support Role - by default hidden. The column will be filled in for completed ESC50 - Quality Label assignments with the possible options Role Awarded, Role not awarded or N/A, if the role has not been applied for by the organisation. Empty if the assessment was not submitted. A tooltip is available with information in this column. 
13. Decision Lead Role - by default hidden. The column will be filled in for completed ESC50 - Quality Label assignments with the possible options  Role Awarded, Role not Awarded, Role not assessed or N/A, if the role has not been applied for by the organisation. Empty if the assessment was not submitted. A tooltip is available with information in this column.
14. Project UUID - by default hidden. It is a system generated identification code that is unique per project assessment.

The Actions column contains the Actions button for each assignment. Available and active actions vary, depending on Assignment role and Assignment status.

Image RemovedSearch results list with all columns displayed

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Assignment statuses

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: 

  • Assignment ongoing: the expert is working on the individual expert assessment
  • Assignment completed: the expert submitted the individual assessment results
  • Assignment cancelled: an expert assignment was cancelled by the NA; it is possible to requests a new version of the assignment from the same expert or to replace the expert
  • Consolidation ready for approval: the consolidator sent the consolidated version for expert approval; not all expert(s) involved in the consolidation process did yet approve the consolidation
  • Consolidation approved: all experts involved in the consolidation process approved the consolidation

  For Consolidator assignments:

  • Consolidation ongoing: the consolidator is working on the consolidation assignment
  • Consolidation pending approval: the consolidator sent the consolidation to the expert(s) involved for approval and still needs to be approved by the expert(s) involved
  • Consolidation ready for submission: the consolidation was approved by all experts involved in the consolidation process; the consolidator can submit the consolidation
  • Consolidation submitted for validation: the consolidator submitted the consolidated version
  • Consolidation cancelled: a consolidation assignment was cancelled by the NA

  For Editor assignments: 

  • Reviewing (read-only): the editor has been assigned, but other steps in the assessment process are still ongoing; the editor has access to view the assessment
  • Editing ongoing: the editor is working on the editing assignment 
  • Editing completed: the editor has completed and submitted their editing assignment; the project assessment status changes to Final Assessment Validation ongoing, except if automatic submission was selected upon initialisation of the consolidation for the project or if the quick submission with editing option was activated for the project
  • Editing cancelled (Reviewing read-only): an editor assignment was cancelled by the NA; the editor has still view access to the assessment; reviewing rights for editor will be revoked only if the assignment is removed from the expert assignments by the NA.

Image RemovedExample of Assignment statuses available in results list

"Export" functionality

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.  

Image RemovedExport functionality

In the downloaded excel file, the following information for the exported projects is available:

• Column A: displays the Project code of the assigned projects.
• Column B: displays the Project UUID; a system generated identification code. 
• Columns C-F: display the Assignment ID, Assignment status, Assignment Role and Assessment Type for the exported assignments.
• Column G: displays the Decision; only filled in for completed assignments
• Column H: displays the Assignment submission date; only filled in for submitted (completed) assignments
• Column I: displays the Project title, if available. 
• Columns J-K: display the Beneficiary organisation name and Conflict of interest, either No or YES.

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"Export Assessments" functionality

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:

1. Select one or multiple projects from the list of search results. Use the filters to narrow down the results according to your needs. If you do not make any selection, all available projects as per set search filters will be exported. In our example, we filter for expert assignments that have been completed. 
2. Click on the Export Assessments button.
3. The file download starts immediately. A success message displays when completed.  

Image RemovedExport Assessments functionality

The following information is available in the downloaded file:

1. Assessments Information (blue)
   • Call, Program, Round, Key Action, Action type, Project Code, Assignment ID, Assessment Type, Assignment Role, Assignment Status, Organisation, Project title, Grant, Conflict of interest
   • You may also find multiple rows for the same project, depending on the search filters set before the export and your assignment role(s) in a project, for example as expert and consolidator. 
2. Assessment scoring and comments (light blue)
   • The different Award criteria, their individual scoring and comments provided during assessment are available in this part of the file (Award criteria #1, Award criteria #1 Scoring, Award criteria #1 Comments, Award criteria #2, Award criteria #2 Scoring, Award criteria #2 Comments,....)
   • The Total score and Threshold Reached (Yes or No) information is available in the last two columns of this section
3. Typology questions (yellow)
   
   • The different Typology sections, questions and the value provided during assessment is available in this section of the file (Typology section #1, Typology question #1, Typology question Value #1, Typology section #2, ...) 
4. Comments (orange)
   • The Comments such as for applicants, beneficiary, Recommendations on grant reduction for the NA, etc. provided during assessment (Comment title #1, Comment input #1, Comment title #2,....)

Assignment statuses

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: 

• Assignment ongoing: the expert is working on the individual expert assessment
• Assignment completed: the expert submitted the individual assessment results
• Assignment cancelled: an expert assignment was cancelled by the NA; it is possible to requests a new version of the assignment from the same expert or to replace the expert
• Consolidation ready for approval: the consolidator sent the consolidated version for expert approval; not all expert(s) involved in the consolidation process did yet approve the consolidation
• Consolidation approved: all experts involved in the consolidation process approved the consolidation

For Consolidator assignments:

• Consolidation ongoing: the consolidator is working on the consolidation assignment
• Consolidation pending approval: the consolidator sent the consolidation to the expert(s) involved for approval and still needs to be approved by the expert(s) involved
• Consolidation ready for submission: the consolidation was approved by all experts involved in the consolidation process; the consolidator can submit the consolidation
• Consolidation submitted for validation: the consolidator submitted the consolidated version
• Consolidation cancelled: a consolidation assignment was cancelled by the NA

For Editor assignments: 

• Reviewing (read-only): the editor has been assigned, but other steps in the assessment process are still ongoing; the editor has access to view the assessment
• Editing ongoing: the editor is working on the editing assignment 
• Editing completed: the editor has completed and submitted their editing assignment; the project assessment status changes to Final Assessment Validation ongoing, except if automatic submission was selected upon initialisation of the consolidation for the project or if the quick submission with editing option was activated for the project
• Editing cancelled: the editor assignment was cancelled by the NA, before the editor assignment was ongoing. The editor has no more access to the affected assessment. 
• Editing cancelled (Reviewing read-only): an editor assignment was cancelled by the NA while the editing assignment was already ongoing; the editor has still view access to the assessment; reviewing rights for editor will be revoked only if the assignment is removed from Experts Assignment.

Image AddedMy assessment - assignment status

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"Export" list of assessments functionality

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. You can use the available filters to narrow down the results according to your needs. 

Select one or multiple projects from the list of search results using the available check boxes in the first column. If you do not select any projects, all assignments that are available in the current search results will be exported.  

Click on the Export button. The file download will start immediately. Once completed, a success message displays. 

Image AddedExport functionality

In the downloaded excel file, the following information for the exported projects is available:

• Column A: contains the Project code of the assigned projects.
• Column B: contains the Project UUID; a system generated identification code. 
• Columns C-F: contains the Assignment ID, Assignment status, Assignment Role and Assessment Type for the exported assignments.
• Column G: contains the Decision; only filled-in for completed assignments
• Column H-K: contains the Assignment date, Start date, Latest Update date and Assignment submission date
• Column L: contains the Project title, if available. 
• Columns M-N contains the Beneficiary organisation name and Conflict of interest, either NO or YES.
• Columns O-T: contains the ESC50 - Quality Label specific information, such as Role(s) Requested, Role(s) Awarded, Site Visit, Decision Host Role and more.
• Column U: contains the Accreditation Progress Report assessment specific Report parts.

Image AddedExample of exported list of My Assessments

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"Export Assessments" functionality

It is also possible to export the assessments including all their content from Assessment Monitoring as an MS Excel file. The downloaded file will include the sections. 

To download the assessments:

1. Select one or multiple projects from the list of search results. Use the search filters to narrow down the results according to your needs.
   • If you do not make any selection, all available projects as per set search filters will be exported. In our example, we filter for expert assignments that have been completed. 
2. Click on the Export Assessments button.
3. The file download starts immediately. A success message displays when completed. 

Image AddedExport Assessments functionality

The following information is available in the downloaded file:

1. Assessments Information (blue)
   • Call, Program, Round, Key Action, Action type, Project Code, Assignment ID, Assessment Type, Assignment Role, Assignment Status, Organisation, Project title, Grant, Conflict of interest
   • You may also find multiple rows for the same project, depending on the search filters set before the export and your assignment role(s) in a project, for example as expert and consolidator. 
2. Assessment scoring and comments (light blue) 
   • The different Award criteria, their individual scoring and comments provided during assessment are available in this part of the file (Award criteria #1, Scoring, Award criteria #1 Comments, Award criteria #2, Scoring, Award criteria #2 Comments,....)
   • The Total score and Threshold Reached (Yes or No) information is available in the last two columns of this section
3. Typology questions (yellow) 
   
   • The different Typology sections, questions and the value provided during assessment is available in this section of the file (Typology section #1, Typology question Value #1, Typology section #2, ...) 
4. Comments (orange)
   • The Comments such as for applicants, beneficiary, Recommendations on grant reduction for the NA, etc. provided during assessment (Comment title #1, Comment input #1, Comment title #2,....)

Image AddedExample of exported assessments containing various sheets containing all assessment information

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Actions available from the "Actions" button per assignment 

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:

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