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This page explains the list functionality for the Mobilities screen in KA1 and KA3 projects. The list functionality is similar to that of Organisations or Contacts. The specific functionalities and options for mobilities are explained here.
The +Create button allows you to create a new mobility.
It is possible to fill in the minimum amount of information for a mobility and save it as draft. The mobility is indicated as fully completed by having a tick mark in the Complete column. If an X is shown in this column, the mobility was saved as a draft and has missing information. After clicking the +Create button, the Create Mobility screen opens. See MT+ Add mobility for KA1 and KA3 projects for step-by-step instructions to add mobilities to a project.
The different project versions only appear for projects that are finalised. Changing the version of the project via the version drop-down displays the list of mobilities for the different stages of reports, NA validation or checks.
A version is displayed with status Submitted - the mobilities can no longer be edited, as they are submitted to the National Agency.
Checks are displayed with a unique code, and display the status Closed.
Upon opening a project, the Version displayed is by default the latest version. The page MT+ KA1 and KA3 Validated and checked versions provides more details on this functionality.
The version drop-down will only be visible once the project is finalised. Then you will also notice a new tab: NA Validation, which can be used to check any changes made during the NA Validation.
Here is one example. The first screen shows the mobilities after the last closed check. The second one shows the mobilities reported initially.
Projects subject to a claim/appeal will also show those in the version drop-down, even if the project is not finalised. A claim can be in status Reported, meaning it is open, or Submitted and might also display differences in the mobility list, if applicable.
This feature is available via the More Actions button. To export Participant Reports:
In the Export Participant Report(s) screen select the report data to download: Inbound, Outbound or All.
Click on the Export button.
The export table updates. The status of the request is displayed as Export in Progress.
After every release or hotfix in Mobility Tool+, the mobilities (draft or completed) of a project which were last saved before the said release are considered outdated and must be revalidated before the beneficiary report can be submitted. In such mobilities you might not find any invalid fields, but revalidation is required because it is possible that due to an update of the rules, a mobility could be classified as outdated or specific fields marked as invalid.
This implies that mobilities previously completed may not comply to the updated rule(s) enforced or changed after a release. Revalidation is therefore needed, at the latest before submitting the final report.
The Revalidate Mobilities feature is also available via the More Actions button. The page MT+ Re-validation of mobilities provides further details on this functionality.
The All tab in the mobility list view displays all mobilities, completed and draft as currently available in the project.
For 2014 and 2015 projects only the All tab is available. following The screenshot shows the list of mobilities for a 2019 KA105 - Youth mobility project.
The Complete tab (available for projects from 2016 onward) shows the entire list of mobilities that are completed, meaning all mandatory mobility details are provided.
The Draft tab (available for projects from 2016 onward) shows the list of mobilities in draft. Mobilities displayed here missing mandatory information. These mobilities are not considered part of the current budget in the Budget tab.
For KA101 - School education staff mobility, KA102 - VET learner and staff mobility, KA104 - Adult education staff mobility, KA105 - Youth mobility and KA116 - VET learner and staff mobility with VET mobility charter projects an additional tab is visible in the mobility list view: the Overview tab.
The blue label shows two numbers:
Two tables are displayed under the Overview tab: Granted Mobilities and Completed Mobilities.
The tables are empty if no mobilities are available in the project.
The Completed mobilities table updates automatically as completed mobilities are recorded in the project.
Please note that it is not required to achieve the exact number of mobilities as estimated at application stage and displayed in the Granted Mobilities table. Priority should be given to achieving the project objectives as described in the European Development Plan or Internationalisation Strategy. The values presented in the target numbers can serve as orientation.
Smaller changes in targets can be explained as part of your project's final report and will be taken into account during project evaluation. If you would like to make more significant changes to the project targets, please consider contacting your National Agency to receive their advice on the matter.
The calculations for the values per row in the Granted Mobilities table are as follows:
*Course Fees Grant: Only in activities of type AE (Adult education) in KA104 projects and SE (School education) in KA101 projects.
In the mobility list certain specific columns are available for display and may be particularly relevant.
General information on the list functionalities in Mobility Tool+ is available under MT+ List functionality.
The Add/Remove Columns option allows you to select or to deselect columns as well as arrange the order of the columns in the list.
The Search field allows you to search for mobilities quickly. If you type the name of the participant in the Search field, the result will appear in the list.
The Selection option allows you to select or de-select mobilities. Click on the radio button to select from the following options: All in this page, All existing records, None or inverse.
In the example below, the option All existing records is selected. All mobilities in the list are highlighted in yellow.
The Export button allows you to export your selection. It is possible to export as PDF file, XLS file or CSV file. Select the export option you require and follow the screen instructions to save or open the file.
This export of mobilities is not the same as exporting the list of mobilities for bulk import. That can only be done in the Mobility Import - Export tab. The page MT+ Manage export and import of mobilities provides details on this functionality.
The bulk operations button allows you to delete (multiple) records or to Re-Send Participant Report Requests.
The Re-send Participant Report Requests option allows to send reminders to participants to fill in their Participant Report. It is only possible to resend the participant report if the end date of the mobility is reached.
You can check in column Requested On the date the automatic email notification was originally sent.
Click Re-send Participant Report Requests. Confirm that you want to send a reminder message to the participants. The notification(s) will be sent and the Requested On date updated.
Click the Delete button to remove your selection of mobilities. Confirm this action in the pop-up. Select cancel to stop this action.
To view the details of a mobility, click the view icon. The details screen opens, but no information can be edited.
If you would need to edit the opened mobility from this view, click the Edit icon in the right hand top corner of the screen.
The back to list button in the left hand top corner brings you back to the list of mobilities.
Note: The view screen appears differently for projects from 2016 onward than for 2014/2015 projects.
To edit details for a mobility, click the Edit (pencil) icon. The mobility detail screen opens and you can make adjustments.
Note: The edit screen appears differently for projects from 2016 onward than for 2014/2015 projects.
The Copy function allows you to copy most details from an already existing mobility to create a new mobility. In the newly opened mobility draft screen you will only have to provide the missing information as indicated in the Invalid Fields section and save.
See MT+ Copy mobility details for more details.
To delete a mobility, click the Delete (bin) icon. Confirm the deletion in the pop up.
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