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This page explains how an expert involved in the consolidation can withdraw their already given approval to a consolidation and how the expert assigned as consolidator can roll back expert approval requests and/or roll back expert approval. This is possible only if the consolidation was not yet submitted to the NA by the consolidator. 

Roll back of approval can be done by the expert assigned as Consolidator: 

  1. When no expert has given approval to the consolidated version of the assessment 
  2. When at least one expert has already approved the consolidated version of the assessment

Roll back of approval can also be done by the expert(s) involved in the consolidation, if they already gave their approval to the consolidated version of the assessment. 

All these options are explained on this page. 

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Prerequisites

  • The consolidator has created the consolidated assessment and sent for expert(s) approval
  • Consolidator did not yet submit the consolidated and approved version of the assessment to the National Agency
  • Consolidator assignment in status  Consolidation pending approval  or  Consolidation ready for submission
  • Expert assignment in status is Consolidation approved

Steps

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How the consolidator withdraws their request for expert(s) approval

Open the consolidator assignment in status "Consolidation pending approval" from "My Assessments" 

From My Assessments, filter for the consolidator assignments in status Consolidation pending approval, and locate the assignment for which you want to roll back the expert approval request, for example if changes to the consolidation are needed before the expert(s) involved in the consolidation should give their approval. 

Click on the hyperlinked project code to open the Assessment Details. 

Open the consolidator assignment in status Consolidation pending approval from My Assessments

Access "Approval" section in the Assessment Details

Select the Approval section from the Navigation menu. The Consolidation Approval screen opens, and in our example displaying the Consolidator approval request in status Approved (1) and the Expert approval in status Pending approval (2), indicating that the tick box has not yet been checked by the expert involved in the consolidation.

Access Approval section in the Assessment Details

Untick the Consolidator Approval request tick box

To withdraw the expert approval request, untick the consolidator approval tick box. 

Note
titleTake note

You will only be able to untick the box if the consolidation was not yet submitted to the National Agency.

Untick the consolidator approval tick box

Success message displays

A success message (1) displays. The Consolidator approval has now been reverted to status Pending approval request (2). The Approval (3) section in the Navigation menu is marked with a red X. The approval request date is no longer displayed.

Expert approval request rolled back

Consolidation is rolled back and the consolidator assignment status changes to "Consolidation ongoing"

The consolidator assignment status has been changed to Consolidation ongoing

The consolidated version of the assessment can now be updated, if required. Once the changes on the consolidated version are made, the consolidator can request the approval from the experts involved in the consolidation process again by ticking the Consolidator approval check box. 

Assignment status changed to Consolidation ongoing

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How the consolidator withdraws already given expert(s) approval

Open the consolidator assignment in status "Consolidation ready for submission" or "Consolidation pending approval" from "My Assessments" 

From My Assessments, filter for the consolidator assignment which are in status Consolidation ready for submission or  Consolidation pending approval, and  locate the assignment  for which you want to roll back the expert approval, for example if changes to the consolidation are needed after (one of) the expert(s) involved in the consolidation already approved the consolidated version. 

Click on the hyperlinked project code to open the Assessment Details. 

Open the consolidator assignment in status Consolidation ready for submission from My Assessments

Access "Approval" section in the Assessment Details

Select the Approval section from the Navigation menu. The Consolidation Approval screen opens, displaying the Consolidator approval request in status Approved (1) and, for expert(s) that already gave their approval, the Expert approval in status Approved (2), indicating that the tick box has been checked by the expert involved in the consolidation.

In this example, only one expert was selected by the NA to participate in the consolidation. 

Access Approval section in the Assessment Details

Untick the Consolidator Approval request tick box

To roll back the expert approval, untick the consolidator approval request tick box. 

Note
titleTake note

You will only be able to untick the box if the consolidation was not yet submitted to the National Agency.

Untick the consolidator approval request tick box

"Confirm" the "Rollback Approval"

Confirm the action by clicking on Confirm in the Rollback Approval pop-up. 

Confirm the Rollback Approval

Success message displays and consolidator assignment status changes to "Consolidation ongoing"

A success message (1) displays. The Consolidator approval request is now reverted to status Pending approval request and the expert approval in status Pending approval (2). The Approval (3) section in the Navigation menu is marked with a red X. The previously displayed approval dates are no longer available and the tick mark for the Expert has been removed. 

The consolidated version of the assessment can now be updated, if required. Once the changes on the consolidated version are made, the consolidator can request the approval from the experts involved in the consolidation process again by ticking the Consolidator approval check box. 

Expert approval and approval request rolled back

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How the expert(s) withdraw their already given approval

Open the expert assignment in status "Consolidation approved" from "My Assessments" 

From My Assessments, filter for the expert assignment in status Consolidation approved  for which you want to roll back an already given expert approval.  Click on the hyperlinked project code to open the Assessment Details. 

Open the expert assignment in status Consolidation approved from My Assessments

Access "Approval" section in the Assessment Details

Select the Approval section from the Navigation menu. The Consolidation Approval screen opens, displaying the Expert approval in status Approved (1) and the Consolidator approval request also in status Approved (2). The expert approval tick box is ticked. 

Access Approval section in the Assessment Details

Untick the expert Approval tick box

To rollback the given approval, untick the box for expert approval.

Note
titleTake note

You will only be able to untick the box if the consolidation was not yet submitted to the National Agency.

Untick the box for the expert approval

"Confirm" the "Rollback Approval"

Confirm the action by clicking on  Confirm  in the  Rollback Approval  pop-up. 

Confirm the Rollback Approval

Success message displays and the expert approval is removed

A success message (1) displays. The expert approval now displays the status Pending approval (2). The previously displayed approval date has been removed. The Approval (3) section the the Navigation menu is marked with a red X. 

Expert approval rolled back

Expert assignment status has been changed to “Consolidation ready for approval”

The expert assignment has changed its status to Consolidation ready for approval. 

Assignment status changes to Consolidation ready for approval


Expected Outcome

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