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This page provides step-by-steps instructions on how to create and complete mobility activities in Erasmus+ Key Action 1 granted projects in Beneficiary module. We are using a KA152, call 2022, project as an example. 

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Mobility Activity
Mobility Activity
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Mobility Activities in projects
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. 

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

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pageAdd mobility activities to projects

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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Root Ukraine BM
Root Ukraine BM

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titleRelevant For...

This page is relevant for:

  • Erasmus+ Key Action 1 - Learning Mobility of Individuals

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Root Questions or fields may vary .... (BM)

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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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List functionality in projects
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Root BM List functionality
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 Activities

Click on "Create"

Click on the Create button in the mobility list screen.

Click on the Create button in the mobility list screen

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 to provide basic information on the mobility activity, including the participant's name. All fields are mandatory, which is indicated by a red asterisk (*).

Note the following:

  1. The mobility activity status at this point is DRAFT and is shown in orange at the top right corner of the screen. 
  2. Mobility activity ID -
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    Mobility Activity ID
    Mobility Activity ID
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  3. The 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.
  4. Please ensure you provide the correct participant email address, as the notifications to fill in the participant report will be sent to this address.
  5. The 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.
  6. Update the Receiving country, if required, and provide the Main instruction language, using the available drop-down list.
  7. 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 section

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 activity

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. 

Draft mobility activity created

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 project

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Complete the mobility activity

Once the first draft is saved, you can fill in the remaining details in order to complete the mobility activity. This is the second step in the process of adding a mobility activity to your project and is done by 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 the Edit icon next to the one you want to complete. The mobility activity screen will open in edit mode, and you can fill in the remaining information.

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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 details

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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 visit

The "Save" and "Back" buttons

The Save and Back buttons are 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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Save your changes regularly when completing a mobility activity.

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

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 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 (in Higher education projects, KA121, KA122) or if it is a case of force majeure.

Here is the Activity section in 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 section

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. 

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

"Accompanying person" flag

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Accompanying person
Accompanying person
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"Blended mobility activity" flag

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Blended mobility activity
Blended mobility activity
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"Force majeure" flag

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Force majeure
Force majeure
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Mobility Activity ID
Mobility Activity ID
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Mobility Activity section in a KA152 mobility activity

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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. 

Mobility Activity section in a KA121 ADU mobility activity

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. 

Example of participant flags

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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Participant with fewer opportunities
Participant with fewer opportunities
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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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Inclusion support for participants
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. 

Inclusion support section in a KA152 mobility activity

The "Participant Report" section

Initially, the Participant Report section is empty.

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

Certifications section example from a Higher Education project

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 section

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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.  

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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 KA121

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

Organisation information updated in the form

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

Travel grant

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

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Exceptional cost for visa and other entry requirements in KA1 Youth and KA155 mobility activities
Exceptional cost for visa and other entry requirements in KA1 Youth and KA155 mobility activities
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DistanceBand

Distance band and Main means of transport

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Distance band and Main means of transport
Distance band and Main means of transport
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Sustainable

"Sustainable Means of Transport" flag 

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Sustainable means of transport (green travel)
Sustainable means of transport (green travel)
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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. 

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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 example

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:

Children Display
pageAdd mobility activities to projects

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

Budget section example

Complete the "Mobility Activity Comments" section (optional)

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Root BM Compliance with the EU General Data Protection Regulation for mobilities
Root BM Compliance with the EU General Data Protection Regulation for mobilities
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Mobility Activity Comments section

Click on "Save"

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

Click on Save

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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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List functionality in projects
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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.

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

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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.

Mobility activity list options

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