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This page explains the basic functionalities and provides general information on assignments available for experts, consolidators and/or editors from My Assessments, a web-based tool part of the Assessment module.
These assignments, for example the recording of evaluations of applications and/or project reports or editing of such evaluation, are given to the experts by the National Agency and will be available from the list of assignments displayed when accessing My Assessments.
My Assessments is the web user interface used by experts, consolidators and editors to visualise their list of assignments given by the National Agency, and provides direct access to the Assessment Details of such assignment that will allow them to draw-up and submit the evaluations.
The term 'project' is used generically throughout the Expert User Guide Wiki pages to signify both, the assessments of applications and reports.
The three main activities performed in the tool are:
These activities, further called assignments, are given to the expert(s) by the National Agency, and are then available for processing from the My Assessments screen.
The Wiki page Expert Assessment provides an overview of the Assessment process, explaining the key steps related to the above-mentioned three main activities. The page How to complete an assessment (basic functionalities) provides a description of the general functionalities in the Assessment Details screen, which will open when accessing an assignment from My Assessments.
The National Agency can assign projects to an expert in the roles Expert, Consolidator and/or Editor. While an expert may also be a consolidator, if assigned as such by the National Agency, an editor is not necessarily also an expert.
The following table provides a list of rights and tasks, which are defined for each of the available assignment roles in the Assessment module:
Experts record their evaluation of an application or report, assigned to them by the National Agency. An expert can be external or National Agency internal.
Experts have the following rights in the Assessment module:
In My Assessments, the expert roles are displayed in the Assignment Role column as Expert1 (E1), Expert2 (E2) and Expert3 (E3).
The Consolidator is in charge of creating the consolidated version of the assessment. The Consolidator is automatically assigned by the system, but the NA Selection Manager has the option to change the default selection upon creation of the consolidation.
The consolidator has following rights in Assessment module:
In My Assessments, the consolidator role is displayed in the Assignment Role column as Consolidator (C).
The purpose of the editing task, where necessary, is solely to improve the linguistic quality of the consolidated assessment.
No changes can be made to the scoring, the checkbox flags, the decisions or any other content that is not classified as commentary.
The Editor task is an optional task in the Assessment cycle. It can be assigned to an internal or external expert, with the role Editor in their Expert Details.
The editor has following rights in Assessment module:
In My Assessments, the editor role is displayed in the Assignment Role column as Editor (E).
In the Single Entry Point main menu, select Assessments and then My Assessments. The My Assessments screen opens. The following are available:
Standard filters, such as such as programme or key actions, are available in the Search filters. For full details about the general functionalities of the search filters, please see Search filter basics.
The following default filters are available:
Additionally, in My Assessments, the following specific search filters are available:
Assessment types: check boxes to select Application, Interim Report and/or Final Report.
Assignment role: check boxes to select Expert, Consolidator and/or Editor. Part of the Assignment role filters is the Assignment status filter with the options
CONSOLIDATION Flags - filter buttons to highlight consolidator assignments of a specific status in the Search results list for easy recognition.
Expert assignment status - check boxes to (de)select expert assignments of a certain assignment status.
Consolidator assignment status - check boxes to (de)select consolidator assignments of a certain assignment status.
Editor assignment status - check boxes to (de)select editor assignments of a certain assignment status.
Beneficiary Organisation Name: drop-down list of all organisations whose projects are currently under assessment.
Project code: drop-down list displaying the project codes for the available assignments.
Assignment ID: drop-down list to select a specific Assessment ID, such as APP-E1-02.
You can use the available toggle buttons to show or hide some of these filters.
The search panel can be collapsed or expanded on a desktop computer screen by clicking on the available arrow. On mobile devices, this panel is collapsed by default.
The Consolidation Flags filters allow you to find assignments, related to the consolidation process, of a certain status easily in the Search results list.
Projects fulfilling the selected criteria will be highlighted in colour in the results list. It is possible to select multiple Consolidation flags filters and to combine them with other available filters.
Following filters are available:
This example shows the results displayed with the Consolidation Flags filter Consolidation pending approval selected. The search results list highlights the relevant Consolidator assignment(s) as per selected filter in orange.
This example shows the results displayed with the Consolidation Flags filter Consolidation ready for approval selected. The search results list highlights the relevant Expert assignment as per selected filter in bright green.
This example shows the results displayed with the Consolidation Flags filter Consolidation ready for submission selected. The search results list highlights the relevant Consolidator assignment as per selected filter in dark green. The highlighted project(s) can be submitted to the National Agency.
The list of Search results provides an overview of assessments currently assigned to you by your NA, as per selected Search filters. On top of the list, the number of assessments found and any active filters are displayed.
If no assignments were found matching the selected search criteria, the message No assessments found is displayed.
The list of Search results offers the following basic list functionalities:
In the Search results list, following columns are available for display:
The following is a list of possible assignment statuses, which can be displayed in the Assignment status column in the Search results:
For "Expert" assignments:
For "Consolidator" assignments:
For "Editor" assignments:
It is possible to export the list of available assessments as an MS Excel file, which will include the assignment details for the assigned projects. If you do not select one or more projects using the available check boxes in the first column of the search results, all assignments that are available in the current search results will be exported.
Select one or multiple projects from the list of search results. If you do not select any projects, all projects available will be exported. You can use the available filters to narrow down the results according to your needs.
Click on the Export button. The file download will start immediately. Once completed, a success message displays.
In the downloaded excel file, the following information for the exported projects is available:
From the Actions button available in the Actions column for each available assignment, a number of options are available.
The options and availability of these vary, depending on your assignment role, and/or the assignment status as well as the completion of a task as part of the assessment cycle.
Here an overview of available Actions per assignment type: