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):
This page explains the first of these steps, the completion of the consolidation assignment.
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.
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 ongoing. Use 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.
"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.
Here the example of the thresholds indicator for Consolidation thresholds not reached, with a tooltip displayed. The relevant information displays when the mouse cursor is hovered over it.
"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 sub-sections under Project Information include Application, Budget information, Assessments and Reports, in the case of the assessment of an interim or final report.
For available files, you have the options to:
In consolidator assignments you have access to the submitted individual assessments of the experts involved in the assessment of the project.
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.
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.
To insert the comments of a specific expert:
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.
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.
Complete "Award criteria" Scores
You have to provide a score for each of the sub-sections available in the Award criteria screen. This is done in the Score field available in the top right-hand corner of each specific sub-section. The maximum score that can be given for each is displayed.
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:
"Award Criteria" section complete
When all information is provided, Award criteria in the Navigation is marked with a green check.
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.
"Typology questions" section complete
When all questions are completed, Typology questions in Navigation is marked with a green check.
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 that are mandatory are marked with a red asterisk *.
To insert the comments of a specific expert into a Comments field:
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.
"Comments" section complete
When all mandatory comments are provided, Comments in the Navigation is marked with a green check.
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 sub-sections 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 sub-section 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:
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 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, the 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.