Adobe Captivate
Monday, February 08, 2016
Slide 1
How to complete and submit the beneficiary report In this demo you will see how the beneficiary contact will generate the beneficiary report, save and print the draft report and complete and submit the report.
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Slide 2
Ben, the beneficiary user, will log into MT+ using his ECAS user ID and password.
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Once in MT+ Ben selects the project for which he wants to submit the beneficiary report. Select 2014-1-CH01-KA101-000193
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Before generating the beneficiary report, Ben checks that the project data is up to date.
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He checks mobility details. Adjustments made to the mobility details will automatically update the budget summary.
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Slide 6
Ben also checks the budget summary.
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Slide 7
Ben adds the current Organisational Support amount of 1,400
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And also, he checks the organisation details.
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Slide 9
If organisation details (that are entered in EPlusLink) require to be updated, the NA should first be notified and the details updated in URF, and then in EPlusLink before being updated in MT+. When Ben is satisfied that all of the project data is up to date, he can go to the Reports tab and generate the beneficiary report. Click on the Reports tab
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Slide 10
Click on Generate Beneficiary Report. Click on Generate Beneficiary Report
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Slide 11
Click on Edit Draft. Click on Edit Draft
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Slide 12
You will notice that the sections Context and Summary of participating organisations are already filled in. To view the next section you can select it or scroll down. Click on Project Summary.
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Slide 13
Add a summary for the project.
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Slide 14
Once the next section 4. Description of the Project is clicked, the previous section receives a green check mark, as all fields for that section have been completed.
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Slide 15
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Slide 16
In a similar way all other sections will be completed.
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Slide 17
The Budget section contains an overview of the budget summary from the budget tab. The values can be adjusted from the budget mobilities or from the budget summary.
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Slide 18
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Slide 19
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Slide 20
Supporting documentation can also be added. Click on Annexes.
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Slide 21
Click on Select File to upload the file.
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Slide 22
Click on Select File to upload the file.
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Click on Select File to upload the file.
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Slide 24
At any stage it’s possible to return to the report page, which saves the report as draft.
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Slide 25
Click on return to report page.
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Slide 26
The Release Draft button allows other beneficiary contact users to edit the draft report.
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Slide 27
To continue editing click on Continue editing Draft. Click on Continue editing Draft
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Slide 28
The draft version can be printed by clicking on print draft.
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Slide 29
The draft version can be printed by clicking on print draft.
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Slide 30
Once all sections are completed, Ben will click on Start Submission Process. Click on Start Submission Process
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Slide 31
A pop up window appears. Before submission can be completed, a small check appears to ensure that all necessary annexes are attached and steps performed.
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Slide 32
The first step is to check if the beneficiary Declaration of Honour and Signature is signed and attached. If not already done, it can be downloaded from the screen and attached. Click to download the Declaration of Honour and Signature.
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If not already done, it can be downloaded from the screen and attached.
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If not already done, it can be downloaded from the screen and attached.
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If not already done, it can be downloaded from the screen and attached.
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Slide 36
If not already done, it can be downloaded from the screen and attached.
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If not already done, it can be downloaded from the screen and attached.
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Slide 38
If not already done, it can be downloaded from the screen and attached.
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Slide 39
Click on Next Step >.
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Slide 40
The Data Protection Notice is displayed. This notice must be accepted in order to continue the process. Click on Accept >.
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Slide 41
A Checklist appears. Please ensure that all items have been performed. Then change them from Not Done to Done.
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Slide 42
A Checklist appears. Please ensure that all items have been performed. Then change them from Not Done to Done.
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Slide 43
Click on Next Step >
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Slide 44
Ben reads that the project will be locked once the Submit Beneficiary Report button is clicked. Click on Submit Beneficiary Report. Click on Submit Beneficiary Report
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Slide 45
Ben reads that the project will be locked once the Submit Beneficiary Report button is clicked. Click on Submit Beneficiary Report.
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Slide 46
A message is displayed to say that the submission is in progress. It may take up to 15 min before the submission to EPlusLink is completed.
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Slide 47
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Slide 48
End of this lesson
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