The consolidation phase starts once the assessments for a project were submitted by all the experts and, one of the experts was nominated as consolidator and the other(s) as approval expert. There might however be a situation that not all experts have to approve the consolidation, if they were excluded by the selection manager upon creation of the consolidation in OEET.
From a technical point of view, the consolidated assessment works in the same way as the individual assessment except if the approval of expert(s) is needed.
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Remember to Save your data regularly during consolidation to avoid loss of data. |
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Login to OEET Assessment and access List of assessmentClick the "Assessment List" buttonAfter logon to OEET, the programme list opens, displaying the programme(s) and action(s) that you are engaged to work on. Click the Assessment List button for the programme you are going to consolidate.
Click the "Assess" buttonIn the list of assessments allocated to you, projects assigned to you for consolidation bear the type Consolidator. To start consolidation, click the Assess button.
The assessment screen in consolidation modeThe assessment screen opens, consisting of:
Consolidate the projectNavigate through the sections in the assessment. The recommended order is:
Behaviour in OEET when consolidating
Access to the Experts' AssessmentThe consolidation function also gives access to the original assessments of the experts in read-only mode. Clicking one of the links on top of the screen will refresh the screen and open the appropriate assessment in read-only mode. You have the possibility to check the experts' assessments in detail. Click on the Consolidator link to return to the consolidated assessment. Provide a decision rating (if applicable)As with the individual assessment, if there is a Decision rating to provide, return/navigate to the General section to record the decision before proceeding with the endorsement and submission. This is not needed, if in your project the decision rating is automatically filled in, calculated by the scoring provided.
Click "Approval" in section navigationAfter all information is checked and consolidated, click Approval in the section navigation. Check the "Consolidation ready for approval box" and Save the consolidationThe Approve Consolidation screen opens. In the displayed table, check the box to declare the consolidation ready to be approved. A confirmation pop up displays. Click OK to confirm your selection. Click the Save button under the table to ensure all data is saved.
Navigate back to the Project ListClick Project List in the section navigation. You will notice that the project is now highlighted in yellow for as long as all expert(s) did not give their approval(s). The submission date column is still empty. Submit the consolidationClick Assess in the assessment list.
After the approval of the consolidation by the assigned experts, it can be submitted. Access the project as described on top of this page. You will notice in the assessment list the project is now highlighted in green, indicating that all expert(s) approved the consolidation. In column TYPE it states again CONSOLIDATOR. Click the Assess button to access the project.
Click "Assessment Validation" in the section navigation and click the "Submit" buttonNavigate to the Assessment Validation section. Click the Submit button. Confirm the submission by clicking OK in the pop up. After the request is processed, a confirmation is displayed. The assessment is now marked with the Submitted watermark. Back in the assessment list, the project is no longer highlighted in a specific colour and the column Submission Date is filled in. The consolidation is completed.
Printing assessment conclusionYou can print the consolidated and approved assessment. Click the Print button and follow the instructions on screen.
The date(s) of approval are now visible in the printed PDF and experts/consolidator can sign the document, if applicable. |
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