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Illustrations provided for consultation only...
Illustrations provided for consultation only...

This page provides step-by-step instructions on how to create and complete mobility activities in Erasmus+ Key Action 1 granted projects in Beneficiary module. We are using a KA122-ADU call 2024 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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Warning

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

For specific explanations on 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, all calls
    • KA121 - Accredited projects for mobility of learners and staff in school education, vocational education and training, and adult education
    • KA122 - Short-term projects for mobility of learners and staff
    • KA131 - Mobility of higher education students and staff supported by internal policy funds
    • KA151 - Accredited projects for youth mobility
    • KA152 - Mobility of young people
    • KA153 - Mobility of youth workers
    • KA154 - Youth participation activities
    • KA155 - DiscoverEU inclusion action
    • KA171 - Mobility of higher education students and staff supported by external policy funds
    • KA182 - Mobility of sport staff

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Root Questions or fields may vary .... (BM)
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 the 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, to display the Mobility activities screen. All the mobility activities that you add will be shown here. Initially, the list is empty. 

Access the Mobility Activities from the content menu

Click on "Create"

Click on the Create button above the List of mobility activities.

Click on the Create button in the mobility list screen

Mobility activity screen opens

The Mobility activity  screen opens. The mobility activity status at this point is DRAFT (1), shown as an orange badge at the top right corner of the screen, and the Total mobility activity grant (1), also displayed in the top right corner, is initially 0,00 EUR. This value will update based on the information provided in the form. 

A notification message (2) is displayed, stating that You can save a draft of this mobility activity after filling in the participant's name and selecting the activity type, and informing you of the minimum details to fill before you can save the draft mobility activity.

The Mobility activity ID (3) field is filled in by default.

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Mobility Activity ID
Mobility Activity ID
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Note

The Mobility activity ID field must be filled in to save the draft mobility activity. 

Use the scrollbar in your browser to access all the information in the mobility activity details.

Mobility activity details screen opens

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Unique Erasmus+ Mobility Activity ID
Unique Erasmus+ Mobility Activity ID
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Mobility activity screen basic functionalities

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.

Note

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. 

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

The mandatory fields to create the draft mobility activity are marked with a red asterisk ( * ) and display Value missing (Draft field). The mandatory fields to complete the mobility activity are marked with a red asterisk ( * ) and display Value missing.

The Save and Back buttons are located at the bottom right corner of the screen. The Save button will only become active after the minimum required details for the draft mobility activity are filled in. Use the Back button to return to the list of mobility activities. 

Various sections are available in the form and mandatory fields are marked

Select the "Activity type" and provide the "Participant's first and last name" to create the draft mobility activity 

To create the draft mobility activity, select the Activity type in the Mobility activity section. The options available depend on the Action type of the project. See the page Activity Types in projects for an overview per action type.

Select the Activity type

Fill in the Participant's first and last name in the Participant section of the mobility activity details screen. 

Fill in the Participant's first and last name

Click "Save"

The Save button, displayed at the bottom of the screen, will become active after the Activity type and Participant's first and last name are available in the form. Click on it to save the mobility activity as draft.

Click on Save

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 the required details to complete the mobility activity. See below for the next steps. After saving the draft mobility details, the mobility activity can also be completed at a later stage. 

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 recently added mobility activity is displayed in the List of mobility activities,in status Draft, and the basic details are displayed in the list.

Mobility activity added to the list of mobility activities in the project

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List functionality in projects
List functionality in projects
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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.
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Root BM List functionality
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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 list of mobility activities

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.

Click on Edit to update the mobility activity

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

Info

The information to provide in this section depends on the action type of your project. You define or view high-level details about the activity type and type of participant, for example if the activity is itinerant (in KA1 youth mobility projects), if it is a blended mobility activity (in Higher education projects, KA121, KA122), or if it is a case of force majeure.

Here is the Mobility Activity section in our KA122-ADU, call 2024 project. In our example, we selected a Short-term learning mobility of adult learners when creating the draft mobility activity. 

We now have to provide information such as the participants' key competences that were improved during the mobility activity, and the topics, using the available drop-down lists. We also have to select a Funding source

A variety of flags are also available in the section, 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 flag
Blended mobility activity flag
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"Force majeure" flag

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Force majeure
Force majeure
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titleTip

Save your changes regularly when completing a mobility activity.

Fill in the Mobility Activity section

Complete the "Participant" section

In this section, you will view the previously entered personal details of the participant, and you can 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 KA122-ADU, call 2024 example. 

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

"Online language support (OLS)" flag

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OLS
OLS
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"Linguistic Support" flag

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Linguistic support flag
Linguistic support flag
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"Incoming international participant (under special conditions)" flag

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Incoming international participant (under special conditions)
Incoming international participant (under special conditions)
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Root Ukraine BM
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Fill in the Participant Section

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

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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, a group leader, a trainer/facilitator, or a decision maker, etc. See the Erasmus+ programme guide  for details.

You must fill in the Fewer Opportunities section of your project for each participant with fewer opportunities.

Inclusion support for participants and organisations

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Inclusion support for participants
Inclusion support for participants
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The Inclusion support for organisations is pre-filled and read-only, except in cases of Force majeure.

"Inclusion support for organisation not requested" flag

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Inclusion support for organisation not requested flag
Inclusion support for organisation not requested flag
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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, if applicable

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

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Certifications (Recognition Certificates)
Certifications (Recognition Certificates)
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Expand
titleClick here for an example of the Certifications section in a KA131 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 kilometres 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 2 to a maximum 6 days, if the selected Main means of transport is considered sustainable

Complete the From To section

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Select the "Sending organisation" and the "Receiving organisation"

Here is an example for the options to select the Sending organisation and the Receiving organisation in the From-To section of a KA122-ADU mobility activity.

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Use the Select (1) button to choose the respective organisation. Clicking on it opens a pop-up window where you can select the organisation. The example shows a list displaying the Sending 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 the list. Click on the Select (3) button. 

Example of selecting Sending organisation in KA121

The organisation information in the From-To section is updated with the details of the selected organisation (4)

Organisation information updated in the form

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DistanceBand

Distance travelled and distance band

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Distance and distance band
Distance and distance band
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Sustainable
Sustainable

Main means of transport and "Sustainable means of transport (green travel)" flag

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Main means of transport and green travel
Main means of transport and green travel
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"Travel Grant" and "Exceptional Costs"

In our example, the subsections Travel Grant and Exceptional Costs are available in the From-To section and must be filled.

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Funded travel days and Travel grant or Travel support
Funded travel days and Travel grant or Travel support
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You can also Request exceptional cost for expensive travel, using the available flag. 

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titleClick here to expand for details regarding the Request exceptional cost for expensive travel.

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Exceptional Cost for Expensive Travel
Exceptional Cost for Expensive Travel
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Travel grant

In our example, you can also request Exceptional cost for visa other entry requirements.

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titleClick here to expand to view the details.

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Exceptional cost for visa and other entry requirements
Exceptional cost for visa and other entry requirements
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Exceptional cost for visa and other entry requirements


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

The duration in months (where applicable) is calculated based on the rule that 1 full month = 30 days. For KA131 projects, please see Duration Calculated (days) field in KA131 mobility activities for specifics. 

Here is the Duration section in our KA122-ADU example. 

Duration section example

"Individual support grant"

In the Individual support subsection, the Individual support grant is available, displaying the calculated value for this cost item, based on the information provided in the form. The field is read-only, except in cases of Force majeure. 

Individual support grant

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Individual support - grant not required flag
Individual support - grant not required flag
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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, to complete the grant calculations, or
  • you have the option to flag the mobility activity as Zero grant in HED projects, if you do not require a grant for the mobility activity, or
  • you can 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 NA WG REVIEW

Here is the Budget section in our KA122-ADU example:

Budget section example

Provide "Mobility activity comments" (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 mandatory information is correctly provided in the form, the mobility activity status will be Complete, now shown as a green badge at the top right corner of the screen, and the Total mobility activity grant, also displayed in the top right corner, will be updated with the calculated value.

Click on the Save button to save the mobility activity. 

Click on Save

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Mobility activity in 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
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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Root BM List functionality
Root BM List functionality
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The 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.

Mobility activity in status Complete displayed in the list

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