Transcript 02 - Reporting for Partners - I.T. Tools SESAM and FORCE
FP7
SESAM FORCE
Reporting Tools Access through the
Participant Portal
http://ec.europa.eu/research/participants/portal
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HELPDESK :
For Consortium
Digit eFP7 team e-mail: [email protected]
Phone: +352 43 01 31 570
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FP7
SESAM
Electronic submission of Reports and Deliverables Access through the
Participant Portal
http://ec.europa.eu/research/participants/portal
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Consortium
Participant Portal
Log on on the Participant Portal
(with Ecas account – appropriate Role has been defined)
Go to the tab
‘MY PROJECTS’
For the concerned Project , click on (Reports and Deliverables)
SESAM
Coordinator and Beneficiaries fill in the Reports and upload the Deliverables Coordinator submits the Reports and the Deliverables to Cleansky
WORKFLOW Cleansky The Project Officer checks the Reports and the Deliverables (possibility to request a Revision )
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(1)
Access the Participant Portal Participant Portal (
FP7
Projects ONLY !!) http://ec.europa.eu/research/participants/portal
(2) (3)
RD
: Hyperlink to Reporting and Deliverables Note : Phase «
Active »
means that the Grant Agreement has been signed 5
SESAM Reports and Deliverables
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Deliverables
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Consortium FP7
DELIVERABLES
Cleansky 1) 2 STEPS The Coordinator/Beneficiary uploads his Deliverables 2) The Coordinator validates and submits them to Cleansky
A new version has to be uploaded
View Deliverable(s) Accept Ask for revision
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Deliverables
2 possibilities
1)
The titles of the Deliverables have NOT been defined during the Negotiation of the Projet while using the NEF IT module
: The Coordinator and the Beneficiaries
encode the titles
and The Coordinator validates them and submits them to Cleansky.
upload
the Deliverables.
2)
The titles of the Deliverables have been defined during the Negotiation of the Project while using the NEF IT module (in the Work packages chapter):
The Coordinator and the Beneficiaries
upload
the Deliverables.
The
Coordinator validates
and
submits
them to Cleansky 9
Create new Deliverable by Beneficiary (if Titles not defined during the Negotiation in NEF)
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Note: the ( * ) are mandatory fields
Encode Work Package no, Title, … Upload the Deliverable (Browse… button) Save
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(1)
View Benef.
Beneficiary screen: Result of uploading Coordinator validates
Benef.
(2)
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Coordinator submits the Deliverable to Cleansky
Benef.
Benef.
Note: temporary status 13
Deliverable goes in « Submitted deliverables » (Mail automatically sent to the Project Officer in Cleansky)
Benef.
If Deliverable accepted by Project Officer in Cleansky
Status « Accepted »
Benef.
If Deliverable rejected by Project Officer in Cleansky
Status « Rejected » Note
: a new version should be uploaded…. 14
NEF
IF the Titles of the Deliverables have been defined during the Negotiation (NEF IT module on the Participant Portal) then they will appear under the ‘Expected Deliverables’ (when the Grant Agreement is signed)
SESAM
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Reports
Publications, Patents, Dissemination Activities and Exploitable Foregrounds
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FP7
REPORTS
Consortium 1) 2 STEPS The Coordinator and the Beneficiaries create, save, modify, complete the Reports 2) The Coordinator submits the Reports to Cleansky
Report(s) can be modified again
Cleansky
-
Display Report
-
Download Attachment
- If needed :
Ask for a revision
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Periodic Report
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Periodic Report
During the course of the project
1.
2.
3.
4.
DECLARATION BY THE SCIENTIFIC REPRESENTATIVE OF THE PROJECT’S COORDINATOR PUBLISHABLE SUMMARY CORE OF THE REPORT
3.1 PROJECT OBJECTIVES FOR THE PERIOD 3.2 WORK PROGRESS AND ACHIEVEMENTS DURING THE PERIOD 3.3 PROJECT MANAGEMENT
DELIVERABLES AND MILESTONES TABLES Note: To be submitted
within 60 days
at the end of each
Reporting Period
(including the last Reporting Period) 19
Select the
Report type
and the
Reporting Period
and click
Create New Report
(1) (3) (2) 20
Periodic Report (1)
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Periodic Report (2)
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Periodic Report (3)
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Periodic Report (4)
Mandatory !!!!
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Periodic Report (5)
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Periodic Report (6)
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Periodic Report not submitted goes in « Intermediate Reports »
Click on hyperlink to modify, submit ….
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Attachments
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Report cannot be submitted if mandatory fields are not filled
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Submit Report to Cleansky
A automatic email is sent to the Project Officer in Cleansky 30
Publications Patents Dissemination Activities Exploitable Foregrounds Note
: The Publications, Patents, Dissemination Activities and Exploitable Foregrounds List appear in the Final Report 31
Publications List (1)
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Publications List (2)
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Patents
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Dissemination Activities
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Foregrounds List
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Final Report Final Report (Distribution of the financial contribution Report)
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Final Report 1.
FINAL PUBLISHABLE SUMMARY REPORT 2.
DISSEMINATION AND USE OF FOREGROUND
2.1. Dissemination activities 2.2. Publications peer reviewed 2.3. Use of foregrounds: Exploitable foreground and plans for exploitation
3.
REPORT ON SOCIETAL IMPLICATIONS
Note: To be submitted
within 60 days
after the end of the project 38
Create Final Report
(2) (1) 39
Final Report (1)
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Final Report (2)
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Final Report (3)
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Final Report (4)
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Final Report (5)
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Create Final Report Financial Contribution Distribution
(1) (2)
Note: Within 30 days after receipt of the final payment of the EU financial contribution
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Final Report EU Financial Contribution Distribution
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FP7
FORCE
Electronic submission of Form Cs Access through the
Participant Portal
http://ec.europa.eu/research/participants/portal
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FORCE
•
Web based tool to edit and submit Forms C
•
Force : FORM C EDITOR
Key services offered by FORCE
• The preparation of
FP-7 FORM Cs
with updated and correct contract information of each Beneficiary in the Project • Printing of
Forms C
• Electronic submission of
FORM Cs
paper version to be sent afterwards) to Cleansky (signed • Correction of
Form Cs
after revision asked by Cleansky 48
Access : through the Participant Portal
http://ec.europa.eu/research/participants/portal
Note : Phase «
Active »
means that the Grant Agreement has been signed
FR
: Hyperlink to Financial Reporting (
FORCE
) 49
Consortium
Participant Portal
Log on on the Participant Portal
(with Ecas account – appropriate Role has been defined)
Go to the tab
‘MY PROJECTS’
For the concerned Project click the button
FORCE
Coordinator and Beneficiaries fill in Form Cs Coordinator submits all Form Cs to Cleansky
WORKFLOW
Cleansky The Project Officer checks the Form Cs (possibility to request a revision)
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FORCE (Form C Editor): Workflow
Selects the Reporting period Fills in the Form C and saves it Submits the Form C to the coordinator The coordinator can reject a Form C OR Submits the Form Cs to Cleansky if everything Ok Cleansky can request a revision of a Form C 51
Form Cs : Edit Rights
• Beneficiary: – Each Beneficiary has edit/view rights for his own Form C • Coordinator – Coordinator has view rights for all Form Cs – Coordinator can be granted edit rights for all Form Cs 52
Add Form C
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Coordinator screen Add Form C
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Beneficiary screen Add Form C
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FORM C (upper part) (1)
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Fill in FORM C (lower part) (2) Declaration of Eligible costs
Data to be filled Mandatory fields 57
NEW STYLE FORM C
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Fill in FORM C (1) NEW STYLE
In new-style Form C user clicks on a cell and adds inside a pop-up window, one or more detail lines for: • Cost • Explanation • Work Package 59
Fill in FORM C (2) NEW STYLE Cost is a mandatory field + Add a new line
User can split total costs in sub-costs defining different description and work package for each cell
Total is calculated automatically
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X Remove a line
If only one row exists/remains then the “X” icon becomes disabled
Fill in FORM C (3) NEW STYLE + Add a new line
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Upon clicking on “Done” sum of detail lines is copied back to corresponding field of Form C
Fill in FORM C (4) NEW STYLE
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Fill in FORM C (5) NEW STYLE
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OLD STYLE FORM C
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Fill in FORM C OLD STYLE
In old Form C user writes the amount of costs directly in editable cells of cost matrix 65
Edit Form Cs: after saving, the draft Form C remains editable (1) and can still be deleted To edit, click on the hyperlink of the Legal name
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Submit Form C
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Submit Form C
• Beneficiary: – Each Beneficiary can submit his own Form C to the Coordinator – A Beneficiary can not submit directly to Cleansky • Coordinator – Coordinator submits his own Form C to himself – Only Coordinator can submit Form Cs to Cleansky 68
Submit Form C: Beneficiary goes to the lower part of the Form C
Button SUBMIT to Coordinator
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If needed, the Coordinator can reject the Form C back to the Beneficiary (1)
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In the Form C click on the “
Reject
“ button (2)
Bottom of the screen 71
Reject Form C: rejected Form C will appear as “Draft” and can be corrected and resubmitted (3)
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Submit Form Cs to Cleansky : Coordinator selects Form Cs to be submitted (1)
(1) Legal Names Short Names (2) 73
Submit Form Cs: Coordinator obtains overview of Form Cs ready for submission and confirms (2)
Short Names 74
Submit Form Cs: Coordinator confirms in case Form Cs of all Beneficiaries were not submitted (3)
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Submit Form Cs: Coordinator receives OK message (4)
Note: The Project Officer in Cleansky will receive an automatic email 76
Submission History (1) Coordinator can view different submissions any time
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Legal names
Submission History (2) Coordinator can view different submissions any time
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Third Party Form C
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Form C for Third Parties (1)
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Third Party Form C (2) “Draft” status
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Adjustment Form C IF Requested by CLEANSY
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Adjustment Form Cs (1)
Legal names Adjustment Form C Note: an Adjustment Form C can be filled to modify the data of a previous Period 83
Adjustment Form Cs (2)
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Adjustment Form Cs (3)
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Cleansky can ask for a revision Revise Form C
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Revise a Form C: Edit and Resubmit Indicates that Cleansky asked to review Forms C
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Print Form Cs
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Print Form Cs
• Possibilities to print separately:
– each individual Form C / with use of resources – Summary Form C, taking into account all submission for the concerned Reporting Period – all forms C in one go (combined with Summary Form C)
• Draft watermark only disappears after successful submission by coordinator to Cleansky
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Print Form Cs (1)
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Print Form Cs (2)
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Print the Details of Form C (1)
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Print the Details of Form C (2)
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Print the Details of Form C (3)
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Print Form Cs (4)
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