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The consolidation phase starts once all experts have submitted their individual assessments for a project and the NA Selection Manager initiates the consolidation process by configuring the consolidation. The NA Selection Manager nominates one of the experts involved in the project assessment as consolidator and the other expert(s) involved in the consolidation are required to give approval to the consolidation. The NA can however exclude any expert from the consolidation process. The expert(s) excluded from the consolidation process will not have to approve the consolidated version of the assessment. 

If the consolidation was initiated by the National Agency, and the other expert(s) involved in the assessment process were selected to participate in the consolidation process, the following main steps have to be completed in Assessment Module by the expert assigned as consolidator and/or the other involved expert(s):

  1. Consolidation assignment - the expert nominated as consolidator completes the consolidation assignment and sends it for approval to the expert(s) involved.
  2. Expert approval - the expert(s) selected by the NA to participate in the consolidation approve the consolidated assessment. See the page How to approve a consolidation assessment as expert for details.
  3. Consolidation submission - the expert nominated as consolidator submits the approved consolidated assessment. See the page How to submit the consolidated version of an assessment to the NA for details.

This page explains the first of these steps, the completion of the consolidation assignment. 

For an overview of the assessment process, see page Expert Assessment. For a list of all available wiki pages regarding expert assessments, see Assessment module for experts - Index.

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Prerequisites

  • Existing EU Login and expert account. See the page Expert login to EESCP and Assessment module for details
  • National Agency initialised consolidation
  • The assignment status for the consolidator assignment is Consolidation ongoing

Detailed Steps


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Access "My Assessments" from Single Entry Point

Log in to the Single Entry Point and select My Assessments from the Assessment module. The My Assessments screen opens with the Search Filter and the Search results panels, displaying all your available assignments.

See My Assessments for details on the basic functionalities of this screen. 

Access My Assessments


Filter your assignment(s) in the status "Consolidation ongoing"and open the assignment to work on

Consolidator assignments requiring your attention will be in the status Consolidation ongoingUse the available Search filters to filter the results list according to your needs. See My Assessments for details on the available search filters. 

In our example, we find one project in the status Consolidation ongoing, matching our search criteria. Click on the hyperlinked Project Code, or click on the Actions button and select the option Open assessment to open the Assessment details

Filter your assignment(s) in status Consolidation ongoing and open the assignment to work on

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"Assessment Details" opens in new tab

The Assessment Details for the selected project assessment will open in edit mode in a new tab in your browser. By default, the Award criteria section displays, opened on the Consolidator tab

  1. The header contains the overview table with scores recorded by the experts involved in the assessment of the project. 
  2. The Consolidation thresholds reached indicator in the header initially, for ongoing consolidator assignments, displays an orange badge and the score as /100.
    • The badge will change colour upon completion of the consolidation assignment:
      • to red for award criteria thresholdnot reached, and 
      • to green for award criteria thresholds reached
    • For Consolidation thresholds not reached, a tool tip will become available. 
  3. Navigation panel to access the Project information, Award criteria, Typology questions, or Comments section. By default, the Award Criteria section opens on the Consolidator tab. 

The Assessment Details open

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Here the example of the thresholds indicator for Consolidation thresholds not reached, with a tool tip (question) displayed. The relevant information displays when the mouse cursor is hovered over it.

Example of Consolidation thresholds not reached, with a tool tip

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"Project information" tab

When opening an assessment from My Assessments it will always open the assessment on the Project Information by default. The information available here is relevant for the given assignment. 

Available subsections under Project Information include Application, Budget information, Assessments and Reports, in the case of the assessment of an interim or final report. 

  • Application - contains the pdf version of the application submitted by the beneficiary organisation and all annexes submitted with it
  • Budget information - contains information about the budget linked to the project
  • Reports - only visible when assessing reports; contains the Beneficiary report(s) file(s) as well as the outputs and/or results of the project
  • Assessments - only visible for completed expert assignments, as well as in consolidator and editor assignments; contains the pdf versions of already submitted assessments
    • Experts only have access to their own submitted assessment in this section after it was submitted

You may have to use the scroll bars of your browser to see all available sections. 

For available files, you have the options to: 

  • Download each file individually, using the Download button,
  • View as a PDF version online, using the PDF button.
  • View the Application form online, by clicking on the yellow See Application Details button. This option is specific to Application forms.

In consolidator assignments you have access to the submitted individual assessments of the experts involved in the assessment of the project. 

Project information tab


Complete "Award criteria"

By default, the Award criteria screen opens on the Consolidator tab. Comments and Score fields under the Consolidator tab are empty and have to be completed. 

You also have read-only access to the assessments of each of the experts involved in the project assessment. You can click on the available associated tabs, in our example the tabs for Expert 1 and Expert 2, to view the individual assessments. The Editor tab in our example is greyed out and cannot be accessed. 

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The assessment is automatically saved as you fill it in. After closing the form, even if not completed, you can open it again from My Assessments.

Award Criteria in consolidator assignment


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Complete Award criteria "Comments" using the "Insert" option

In a consolidation assignment, it is possible to insert the comments the experts provided in their individual expert assignment(s) into the consolidation.


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titleClick here to expand for information on character limits in 'Comments' fields.

Award criteria comment fields may require a minimum of characters, for example 50 characters, for a specific answer. A warning message is displayed below the comment field if such a minimum is configured and not reached. Once reached, this warning message will disappear. The maximum number of characters that can be used per available comment field, for example 3000, is indicated in the top right corner of the text boxes. If the maximum number of characters has been reached, a red 0 is displayed and no more text can be added. 

The Comment field size will expand automatically while you type. 

To insert the comments of a specific expert:

  1. Click in the available box at the top of the Comments field to complete. A drop-down list opens, displaying the experts involved in the assessment, either Expert1, Expert2 and/or Expert3.
  2. Select one of the experts from the list, in our example we choose Expert1, and click Insert.
  3. The comment as provided in the selected expert's assessment is pasted into the Comments field. A textual indicator is added in front of the commentary, in our example Expert1:.

Complete all available Comments fields under Award criteria in the same manner. It is also possible to add (additional) text by simply typing in the text fields. 

Complete all available Comments fields under Award criteria using the Insert functionality

It is possible to include the comments of more than one expert, if available and required. Simply select the other expert from the drop-down list on top of the comments field and click on Insert.The other expert's comments will also be added in the Comments field. 

Consolidate the comments from the experts

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Complete "Award criteria" Scores 

You have to provide a score for each of the subsections available in the Award criteria screen. This is done in the Score field available in the top right-hand corner of each specific subsection. The maximum score that can be given for each is displayed.

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Similar to the coloured side bar of the header, the Score fields (completed when working on an expert or consolidator assignment for an application) also have a colour indicator that changes on the completion of the relevant score fields:

  1. Orange: Initial display, no threshold scores yet entered in the relevant score field 
  2. Green: Threshold reached 
  3. Red: Threshold not reached 

Completion of the score fields is mandatory. Hovering over the coloured dot will display a tooltip.

Provide the Award Criteria scores

While you enter the individual scores, the Consolidation Thresholds reached indicator and the overview table with the scores recorded in the header of the Assessment Details, will update automatically. 

Initially, for ongoing consolidation assignments, an orange badge is displayed for the Consolidation thresholds, showing the initial score as /100. The badge will change colour:

  • to red for award criteria Consolidation thresholds not reached, additionally displaying a tool tip, and

Consolidation thresholds not reached

  • to green for award criteria Consolidation thresholds reached.

Consolidation thresholds reached

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"Award Criteria" section complete

When all information is provided, Award criteria in the Navigation is marked with a green check.

Award Criteria in consolidator assignment

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Complete "Typology Questions" (if applicable)

Use the available radio buttons to answer the available questions, if required

Use the Navigation to access the Typology questions section.

If Typology questions is marked with a green check in the Navigation, no action is required. The green check indicates that the experts involved in the project assessment agreed on all questions, providing the same answer for each.

If Typology questions is marked with a red X in the Navigation, at least one of the typology questions was answered differently by the involved experts during their individual assessments. In such scenario, you have to answer the questions for which the experts recorded different answers.

  1. Questions for which the experts agreed are prefilled and no action is required. 
  2. Questions for which the experts provided different answers are not prefilled and have to be completed using the available radio buttons.

Answer Typology Questions, if required

"Typology questions" section complete

When all questions are completed, Typology questions in Navigation is marked with a green check.

Typology Questions completed

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Complete "Comments" 

Provide the comments required using the "Insert" option

Use the Navigation to access the Comments section.

The Comments section of an assessment allows the expert to provide additional commentary for applicant, beneficiary and/or NA. Some comment fields are mandatory. Depending on the type of assessment and the action type of the project under assessment, different comment fields may be available. The following options are possible:

  • Comments for the applicant 
  • Comments for the beneficiary
  • Internal comments for the NA
  • Recommendations on grant reduction for the NA 
  • Comments on Erasmus Plan Objectives 

Comments that are mandatory are marked with a red asterisk * .

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titleClick here to expand for information on character limits in 'Comments' fields.

In Consolidation assignments the Comments section has a set maximum amount of characters that can be used per available field. Such limit is indicated in the top right corner of the text boxes, for example 6500 characters per comment field. The counter updates automatically while you type. If the maximum number of characters has been reached, a red 0 is displayed and no more text can be added. 

The Comment field size will expand automatically while you type. 

Complete the Comments section

To insert the comments of a specific expert into a Comments field:

  1. Click in the available box at the top of the Comments field to complete. A drop-down list opens, displaying the experts involved in the assessment, either Expert1, Expert2 and/or Expert3.
  2. Select one of the experts from the list, in our example we choose Expert1, and click Insert.
  3. The comment as provided in the selected expert's assessment is pasted into the Comments field. A textual indicator is added in front of the commentary, in our example Expert1:.


Complete all mandatory Comments fields under Comments in the same manner. It is also possible to add (additional) text by simply typing in the text fields. It is also possible to include the comments of more than one expert, if available and required. Simply select the other expert from the drop-down list on top of the comments field and click on Insert. The other expert's comment will also be added in the respective Comments field. 

Use the Insert functionality

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"Comments" section complete

When all mandatory comments are provided, Comments in the Navigation is marked with a green check.

Comments section completed


Access the "Approval" section and mark the consolidation as ready for expert approval

Use the Navigation to access the Approval section. The Consolidation Approval screen opens, displaying subsections for the consolidator (editable) and all involved experts (not editable for the consolidator) to either send the consolidated version for approval or, in the case of experts involved, to approve. For all sections, the orange badge displaying Pending approval is shown, meaning all required actions still have to be completed. 

In our example, we see a subsection for the consolidator and one for the other expert involved in the consolidation process. Only the check box below the Consolidator section can be checked when working on the consolidator assignment. 

To complete the consolidator assignment and send the consolidated version for approval to the expert(s) involved in the consolidation process:

  1. Check the available checkbox in the consolidator section, declaring the consolidated version as ready to be approved by the experts involved in the consolidation.
  2. Confirm that the consolidation is ready for approval by clicking on YES in the confirmation pop-up.
  3. A success message displays.

Mark the consolidation as ready for expert approval

Approval in the Navigation is marked with a green check, indicating completion. The consolidator section in the Consolidation Approval screen is marked with a green stripe and is greyed out, the Approval request date displayed. The orange badge displayed earlier changed to green, stating APPROVED.

Consolidation sent to expert(s) for approval

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Consolidation assignment completed

The consolidation assignment is completed, all information in the available sections is greyed out and no more changes are possible. 


Consolidation assignment status changed to "Consolidation pending approval"

Back in the list of your assignment, under My Assessments, t he consolidator assignment is now displayed with status Consolidation pending approval. Using the Assignment Status flag filter Consolidation pending experts' approval will highlight the row in orange for project assessment(s) in this status. Only when all involved experts gave their approval, the consolidated version can be submitted

It is possible to open the consolidated version by either clicking on the hyperlinked project code or via the Actions button by selecting the option Open assessment. The consolidated assessment will open in a new tab in read-only mode. 

Status updated to Consolidation pending approval

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ESC50 - Quality Label specifics, call 2022

The Award criteria section for the assessment of an ESC50 - Quality Label application form will display sub-tabs per requested role to complete.

If applicable, the sub-tabs for the Host and/or Support role must be completed first before the Lead role sub-tab, if available, becomes active for completion.

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The Lead role sub-tab is only enabled if the role specific Award criteria are completed and if the decision for the role specific award criteria assessment is positive. 

If the final decision is Not acceptable for all of the requested Host and/or Support roles, the Lead role sub-tab in Award criteria will be disabled. A tooltip will be displayed to inform you accordingly. 

Lead Role subtab disabled

If the organisation applied for Host, Support and Lead role, and if ffor one of the roles the outcome was not acceptable, then the Lead role sub-tab becomes active and must be completed.

Lead role subtab active

Host and Support role must be completed first

For the comments to provide under the Award criteria for the requested roles, the consolidator has the option to insert the experts' comments, as described under How to complete a consolidation assignment > Complete Award criteria Comments using the Insert option.

Consolidator can insert the experts comments

For the Host and/or Support role the consolidator must decide if the outcome of the assessment is acceptable or not acceptable, using the available buttons to the right of each criteria:

  • Click on the red X button to declare an award criterion assessment as not acceptable.
  • Click on the green check button to declare an award criterion assessment as acceptable.
  • If you want to revert a previous decision, click on the blue Deselect option button.

You must select an option (positive or negative) for each award criterion. 

The consolidator's options to assess each criteria

The outcome of the assessment for a role is indicated with a green check in the relevant sub-tab, if all award criteria were deemed acceptable. A red X displays in the sub-tab if at least one criterion was deemed not acceptable.

If all criteria are deemed acceptable, assessment outcome is positive

For the Lead role, if applicable, the consolidator must provide scores. When all scores are provided, the calculated total score displays in the Lead role sub-tab:

  • in green, if the required threshold was reached,
  • in red if the threshold was not reached
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The Lead role application must score at least 60 points in total and at least 50% of the points for each available criteria for it to pass the required threshold.

Completed Lead role subtab with Threshold reached

When all Award criteria per requested role are completed, Award criteria in the navigation is marked with a green check.

The assessment overview table in the header is updated with the outcome of the consolidation in the consolidator column. If the organisation applied for the Lead role, the calculated score as per consolidation is displayed. 

In our example, the outcome was positive for the Host and Support role and the threshold for the Lead role was reached. All are marked as Awarded.

Assessment overview table updated with the outcome of the consolidation

Continue with the consolidation by accessing and completing the Typology questions

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ESC50 - Quality Label specifics, call 2023

Assessments for Host/Support role

The Award criteria section for the assessment of an ESC50, call year 2023 onward, application for the Host and/or Support role will display sub-tabs per requested role to complete.

For an assessment for the host and support role, an information message is displayed, informing you of the fact that the award criterion Relevance is considered a common criteria for both the host and support role, and that the information provided for this criterion in the assessment of one role (comment and decision) will be transferred into the relevant fields for this criterion for the other role. 

Sub tabs in application assessment for Host and Support role

Here is an example of the displayed sub-tabs if the assessment is for the Support role only, where the organisation already has attained the quality label for the Host role in a previous year. Only the information in the Support role sub-tab can be accessed and must be consolidated. No information message regarding the Award criterium Relevance is displayed. 

Sub tabs in application assessment for Support role, where Host role attained in previous year

The expert assigned as consolidator inserts the experts' comments using the dedicated functionality to complete the award criteria comments per requested role during the consolidation. 

Insert functionality available to complete Award criteria comments

If the application is for both roles, consolidating the expert comments for the award criterion Relevance results in a pop-up window displayed, informing you of the fact that this criterion is common for both the host and support role assessment. The comment provided for this criterion for one role will be copied into the consolidated assessment for the other role.

Click on OK in the pop-up to confirm. Clicking on Cancel will result in the information inserted being removed from the comment field of this criterion for both roles. 

Pop up for award criterium Relevance in an assessment for the Host and Support role

For the Host and/or Support role, the consolidator must decide if the outcome of the assessment is acceptable or not acceptable, using the available buttons to the right of each criteria:

  • Click on the red X button to declare an award criterion assessment as not acceptable.
  • Click on the green check button to declare an award criterion assessment as acceptable.
  • If you want to remove an already made decision, click on the blue Deselect option button.

Decision options

You must select an option for each award criterion. 

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Click on the Close all criteria button to hide all award criteria comments and create more space on your screen to easily mark each criterion as acceptable or not acceptable.

After providing the decision for the award criterion Relevance for one role, in an assessment for the Host and Support role, a pop-up window will display, informing you of the fact that this criterion is common for both the host and support role assessment. The decision provided for Relevance, for example in the award criteria of the Host role, will be copied into the assessment for the Support role.

Click on OK in the pop-up to confirm. Clicking on Cancel will result in the decision selected being deselected for both roles.

Any changes you make to the decision of this criterion for one role will result in the pop-up being displayed and the decision being transferred to the same criterion for the other role, after confirmation.

Pop up for award criterium Relevance in an assessment for the Host and Support role

When all the award criteria have been evaluated (either marked as acceptable or not acceptable), the outcome of the assessment for a role is indicated in the relevant sub-tab, displaying Awarded or Not Awarded. The overview table in the header is also updated with the outcome of the consolidated assessment.

In our example, the Host role is indicated as Awarded and the Support role as Not Awarded. 

Example for outcome of assessment, Host role is indicated as Awarded and the Support role as Not Awarded

Continue with the consolidation by accessing the Typology questions, the Comments and Approval section.

Assessments for the Lead role

In an consolidator assignment for the assessment of a Lead role application, the Project Information section in the assessment details includes the Application, Budget information, and Assessments subsections.

In the case where an organisation applied for the Host/Support and the Lead role, the Assessments section may contain the PDF versions of the assessment of the Host and/or Support role, if the assessment for the related Host and/or Support role application (for the same year) was completed and accepted by the NA, with at least one role awarded.

It provides access to the individual expert assessments, consolidator assessment and, if applicable, edited version of the consolidated assessment. You can:

  1. Download each file individually, using the Download PDF button,
  2. View as a PDF in your browser, using the See PDF on line button, and
  3. Open the Assessment Details, using the Redirect to assessment details page button
    Clicking on a hyperlinked document name will also open the PDF in your browser.

Access to assessment information for the Host or Support role available in Project Information in a Lead role assessment

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KA171 specifics

When accessing the Award criteria for a KA171-HED assessment, you will notice two main sections within the Consolidator specific tab:

  • General Questions - displaying the relevant field(s) and score(s) to be completed for the general Award criteria. 
    • The General Questions must be completed only once per project.
  • Regional Questions - displaying sub-tabs per Region to be assessed; each containing the relevant field(s) and score(s) to be completed for each. Regions correlate to the Regions displays in the overview table of the Assessment details header. The Total score per region is also displayed. The score per region is automatically calculated as the assessment is filled in. 
    • The Regional Questions must be completed for each region.
    • The total score per region is the sum of the score of the general questions and the score provided for the region. 

If the organisation applies, as in the example below, for regional partnerships within the regions Pacific (Region 8) and Asia (Region 5), the Award criteria section of the assessment will display:

  1. General Questions
  2. Regional Questions with sub-tabs for:
    • Pacific (Region 8)
    • Asia (Region 5)

You can Open/Collapse the criteria for each section, using the available buttons. 

Award criteria example in Consolidator assignment

For the comments to provide under the Award criteria, under General as well as Regional Questions, the consolidator has the option to insert the experts comments, as described under How to complete a consolidation assignment > Complete Award criteria Comments using the Insert option

For the all available Award criteria a score must be given. The maximum score that can be given is displayed for each criteria for your reference. 

Provide Comments and Scores for Award criteria


In the regional sub-tabs under Regional Questions the outcome of the assessment for a region is displayed in the sub-tab if all award criteria have been evaluated and the scores have been provided. The total score will display, in green if the required threshold was passed, in red if the assessment did not reach the required threshold. 

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The Total score is the sum of the score of the general question and the total score for the region.

Regional subtabs updated with outcome of assessment

When all Award criteria are completed (General and Regional questions for each region), Award criteria in the Navigation is marked with a green check. The assessment overview table in the header is updated with the outcome of the consolidation in the consolidator column. 

In our example, the assessment outcome was positive. All required thresholds were met. 

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The values displayed per region are calculated as the sum of the total score given under the General Questions and the total of the scores provided under the Regional Questions for the region in the Award criteria. 

Overview table in header of Assessment details updated with outcome

Continue with the consolidation by accessing and completing the Typology questions. 


Expected Outcome

  • Consolidation is locked, meaning it cannot be updated further
  • Assignment status of the consolidation assignment, sent for expert's approval, changes to Consolidation pending approval
  • The expert(s) involved in the consolidation for the project assessment can approve the consolidated version, available for them under My Assessments with status Consolidation ready for approval

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