mobility tool fremtidens afrapportering 2013 – erasmus mobilitet / ip 2014 – erasmus+ aktioner

55
Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Upload: alexandria-audas

Post on 31-Mar-2015

222 views

Category:

Documents


3 download

TRANSCRIPT

Page 1: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Mobility Tool

Fremtidens afrapportering

2013 – Erasmus Mobilitet / IP2014 – Erasmus+ aktioner

Page 2: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Præsentation Beskrivelse af workflow Adgang til systemet Oprettelse af partnere Oprettelse af

deltagere/aktiviteter Data eksport/import

Page 3: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

DATA WORKFLOW

3

Page 4: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

What and Who?

Mobility ToolA Common and Integrated Web

Platform for Collaborating, Managing and Reporting on

LLP Mobility Projects

DG EAC

National Agency

Beneficiary

Participants

4

Page 5: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

What and Who?

National Agency Beneficiary Organisation

NA Administrator

NA User

Mobility Tool

Beneficiary User

Mobility Tool

Participant

NA validation of mobilities

Page 6: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Application Form

LLPLink Mobility Tool

6

Data flow

Page 7: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Beneficiary User

Create BeneficiaryReport Request

Beneficiary Report

ApprovalApplication Contract

LLPL

ink

Mob

ility

Too

l

Participant

Manage Project

Fill in report

Budget Summary

Generation ParticipantReport Request

7

Submit

NA Validation

EU S

urve

y

NA User

NA User

End Project

Data

Page 8: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

LLP/Erasmus+ Link

Project

Project data+ Benef. Contact

Benef. Report Request

Data

ECASLogin

Beneficiary User

Creation from Database

Page 9: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

OG SÅ I GANG….

9

Page 10: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Logging in

• Log in via ECAS

10

Page 11: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Home

• In the Home screen, find your project in the list

Search = Ctrl-F

11

Page 12: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Project Menu

12

Page 13: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

View Project Details

13

Page 14: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

View Project Updates list

• When projects are updated in LLPLink and the

update is sent to the Mobility Tool, the Project

Updates are visible in the Project Details screen.

14

Page 15: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

View project details

15

Page 16: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Some icons

• Select all (in list)

• Add new (partner / mobility / etc…)

• Delete (after selecting)

• Export to .pdf

• Export to excel / .csv

• Add / remove columns

• Reset filters 16

Page 17: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

PARTNERS

Partner list and beneficiaryAdding / Editing a partnerAdding a partner contact person

17

Page 18: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Partners and Beneficiary

• The Partner list or list of host institutions• The top partner is ALWAYS the Beneficiary

– For HEI (ERA02) projects, all partners need to be entered (only beneficiary is entered via LLPLink).

– For IP and Consortia projects, the partners are transferred from LLPLink.

18

Page 19: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Partners

• Partner screen

19

Page 20: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Adding a Partner

• Partner screen

20

Page 21: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Adding a Partner

• Partner screen

* = Mandatory fields

Add contact details

21

Copy ERA ID

ERA ID: Drop down field

Page 22: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Edit partner information

• Partner screen

22

Page 23: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Edit the info and save

23

Page 24: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Adding a contact person

• Partner screen

24

Page 25: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Adding a contact person

• Click on to add a contact person

25

Page 26: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Adding a contact person

26

Page 27: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

MOBILITIES

Adding mobilities + participantsMobility budget

27

Page 28: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Adding a mobility

Mobility Management

General User Interface

Import / export file

28

Page 29: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Adding a mobility

29

Page 30: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Adding a mobility

• Bullet

• Point

Fill in the participant's information

30

Page 31: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Adding a mobility

• Bullet

• Point

Fill in the student mobility details and save

31

Page 32: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Adding a mobility

• Bullet

• Point

The budget of all the mobilities will be added up in the Budget tab

32

Page 33: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

BUDGET

33

Page 34: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Project Budget

Mobility Organisation & Management Mobility Budget

Funds (organisation & management of project) used by Beneficiary organisation.

- Travel- Subsistence- Special needs supplement

34

StudentMobility

Page 35: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

HEI budget

35

Page 36: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

IP budget

36

Page 37: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Budget

37

Page 38: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Budget

Total budget

Budget from the contract

38

Page 39: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

IMPORT MOBILITIES

Import mobilitiesError log

39

Page 40: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

CSV Template

• It is used on Import / Export

• How to create a template?– Export the mobilities and save the file (.csv)– Open the file with excel

40

Page 41: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Create template

1) Export the mobilities

41

Page 42: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Create template

2) Select 1 of the export options (student or

staff)

42

Page 43: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Add mobilities

3) Open the .csv file in excel

43

Page 44: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Upload mobilities

44

Page 45: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Import mobilities

Import the mobilities (Beneficiary user)

45

Page 46: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Import mobilities

Import the mobilities

46

Page 47: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Import mobilities

Successful import

47

Page 48: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Error log

Import did not succeed

48

Page 49: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Error log

Prevent errors: • Make sure to enter all mandatory data• Use correct dictionary values• Pay attention to field format

In case of errors:• Use error log to correct your .csv file• Import again

49

Page 50: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Error log

Import did not succeed ! Field name

Row and column which contain errors are indicated

50

Page 51: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Working with csv

Dictionary codes

• It is an excel file containing all reference data

grouped by field

• It will be available to download in MT

51

Page 52: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

Add mobilities

Make sure to save as CSV!

52

Page 53: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

FINALISE PROJECT

53

Page 54: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

54

Mobility Tool .csv LLPLink

Beneficiary User

DATA

National Agency User

DATA

END Project

Final Report ReceivedExport

Mobilities NA Validation+ Mobility eligible

Yes/ NoImportMobilities

Page 55: Mobility Tool Fremtidens afrapportering 2013 – Erasmus Mobilitet / IP 2014 – Erasmus+ aktioner

NA validation

Based on Import / Export feature

55