1 fp7sesamforce reporting tools access through the participant portal reporting tools access
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FP7FP7
SESAMSESAM
FORCEFORCE
Reporting Tools
Access through the Access through the Participant PortalParticipant Portalhttp://ec.europa.eu/research/participants/portal
FP7FP7
SESAMSESAM
FORCEFORCE
Reporting Tools
Access through the Access through the Participant PortalParticipant Portalhttp://ec.europa.eu/research/participants/portal
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FP7FP7
SESAMSESAM
Electronic submissionElectronic submission of Reports of Reports
and Deliverablesand Deliverables
Access through the Access through the Participant PortalParticipant Portalhttp://ec.europa.eu/research/participants/portal
FP7FP7
SESAMSESAM
Electronic submissionElectronic submission of Reports of Reports
and Deliverablesand Deliverables
Access through the Access through the Participant PortalParticipant Portalhttp://ec.europa.eu/research/participants/portal
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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)
Coordinator and Beneficiaries fill in the Reports and upload the Deliverables
Coordinator submits the Reports and the Deliverables to Cleansky
WORKFLOW
The Project Officer checks the Reports and the Deliverables (possibility to request a Revision)
Participant Portal
SESAM
ConsortiumConsortium
CleanskyCleansky
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Access the Participant Portal
Participant Portal (FP7 Projects ONLY !!)http://ec.europa.eu/research/participants/portal
Note : Phase « Active » means that the Grant Agreement has been signed
RD : Hyperlink to Reporting and Deliverables
(1) (2)
(3)
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SESAM Reports and Deliverables
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Deliverables
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View Deliverable(s)
Accept
Ask for revision
2 STEPS
1) The Coordinator/Beneficiary uploads his Deliverables
2) The Coordinator validates and submits them to Cleansky
ConsortiumConsortium Cleansky Cleansky
A new version has to be uploaded
FP7 DELIVERABLES
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Deliverables
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 upload the Deliverables. The Coordinator validates them and submits them to Cleansky.
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
2 possibilities2 possibilities
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Create new Deliverable by Beneficiary (if Titles not defined during the Negotiation in NEF)
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Encode Work Package no, Title, … Upload the Deliverable (Browse… button)
Save
Note: the (*) are mandatory fields
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Beneficiary screen: Result of uploading
Coordinator validates
(1) View
(2)
Benef.
Benef.
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Coordinator submits the Deliverableto Cleansky
Note: temporary status
Benef.
Benef.
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Deliverable goes in « Submitted deliverables »(Mail automatically sent to the Project Officer in Cleansky)
If Deliverable accepted by Project Officer in Cleansky
Status « Accepted »
If Deliverable rejected by Project Officer in Cleansky
Status « Rejected »
Note: a new version should be uploaded….
Benef.
Benef.
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IF the Titles of the Deliverables have been defined during the IF the Titles of the Deliverables have been defined during the Negotiation (NEF IT module on the Participant Portal)Negotiation (NEF IT module on the Participant Portal)
then they will appear under the ‘Expected Deliverables’then they will appear under the ‘Expected Deliverables’(when the Grant Agreement is signed) (when the Grant Agreement is signed)
NEF
SESAM
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Reports
Publications, Patents, Dissemination Activities
and ExploitableForegrounds
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- Display Report
- Download Attachment
- If needed :
Ask for a revision
2 STEPS
1) The Coordinator and the Beneficiaries create, save, modify, complete the Reports
2) The Coordinator submits the Reports to Cleansky
ConsortiumConsortiumCleansky Cleansky
Report(s) can be modified again
FP7 REPORTS
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Periodic Report
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1. DECLARATION BY THE SCIENTIFIC REPRESENTATIVE OF THE PROJECT’S COORDINATOR
2. PUBLISHABLE SUMMARY
3. CORE OF THE REPORT 3.1 PROJECT OBJECTIVES FOR THE PERIOD3.2 WORK PROGRESS AND ACHIEVEMENTS DURING THE PERIOD3.3 PROJECT MANAGEMENT
4. DELIVERABLES AND MILESTONES TABLES
Periodic Report During the course of the project
Note: To be submitted within 60 days at the end of each Reporting Period (including the last Reporting Period)
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Select the Report type and the Reporting Period and click Create New Report
(1)
(3)(2)
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Periodic Report (1)
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Periodic Report (2)
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Periodic Report (3)
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Mandatory !!!!
Periodic Report (4)
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Periodic Report (5)
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Periodic Report (6)
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Click on hyperlink to modify, submit ….
Periodic Report not submitted goes in
« Intermediate Reports »
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Attachments
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Report cannot be submitted if mandatory fields are not filled
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A automatic email is sent to the Project Officer in Cleansky
Submit Report to Cleansky
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PublicationsPatentsDissemination ActivitiesExploitable Foregrounds
Note: The Publications, Patents, Dissemination Activities
and Exploitable Foregrounds List appear in the Final Report
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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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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
Final Report
Note: To be submitted within 60 days after the end of the project
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(1)
(2)
Create Final Report
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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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(1)
(2)
Note: Within 30 days after receipt of the final payment of the EU financial contribution
Create Final ReportFinancial Contribution Distribution
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Final Report EU Financial Contribution Distribution
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FP7FP7
FORCEFORCEElectronic submissionElectronic submission
of of Form CsForm Cs
Access through the Access through the Participant PortalParticipant Portalhttp://ec.europa.eu/research/participants/portal
FP7FP7
FORCEFORCEElectronic submissionElectronic submission
of of Form CsForm Cs
Access through the Access through the Participant PortalParticipant Portalhttp://ec.europa.eu/research/participants/portal
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• Web based tool to edit and submit Forms C
• Force : FORM C EDITOR
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 to Cleansky (signed paper version to be sent afterwards)
• Correction of Form Cs after revision asked by Cleansky
Key services offered by FORCE
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Access : through the Participant Portal
http://ec.europa.eu/research/participants/portal
FR : Hyperlink to Financial
Reporting (FORCE)
Note : Phase « Active » means that the Grant Agreement has been signed
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Log on on the Participant Portal(with Ecas account – appropriate Role has been defined)
Go to the tab ‘MY PROJECTS’
The Project Officer checks the Form Cs (possibility to
request a revision)
For the concerned Project click the button
Coordinator and Beneficiaries fill in Form Cs
Coordinator submits all Form Cs to Cleansky
WORKFLOW
Participant Portal
FORCE
Consortium
Cleansky
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FORCE (Form C Editor): Workflow
Selects the Reporting periodSelects the Reporting period
Fills in the Form C and saves itFills in the Form C and saves it
Submits the Form C to the coordinator
Submits the Form C to the coordinator
The coordinator can reject a Form C
The coordinator can reject a Form C
Submits the Form Cs to Cleansky if everything Ok
Submits the Form Cs to Cleansky if everything Ok
Cleansky can request a revision of a Form C
Cleansky can request a revision of a Form C
OR
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• 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
Form Cs : Edit Rights
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Add Form C
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Coordinator screenAdd Form C
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Beneficiary screenAdd 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
Mandatory fields
Data to be filled
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NEWSTYLE
FORM C
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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
Fill in FORM C (1) NEW STYLE
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User can split total costs in sub-costs defining different description and work package for each cell
+ Add a new line
Cost is a mandatory field
Total is calculated automatically
Fill in FORM C (2) NEW STYLE
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+ Add a new line
X Remove a line
If only one row exists/remains then the “X” icon becomes disabled
Fill in FORM C (3) NEW STYLE
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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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OLDSTYLE
FORM C
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In old Form C user writes the amount of costs directly in editable cells of cost matrix
Fill in FORM C OLD STYLE
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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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• 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
Submit Form C
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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
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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)
(2)
Legal NamesShort
Names
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Submit Form Cs: Coordinator obtains overview of Form Cs ready for submission and confirms (2)
ShortNames
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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
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Submission History (1) Coordinator can view
different submissions any time
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Submission History (2) Coordinator can view
different submissions any time
Legal names
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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)
Adjustment Form C
Legal names
Note: an Adjustment Form C can be filled to modify the data of a previous Period
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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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• 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
Print Form Cs
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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)