Workflows in MEL

Planning Workflow

When MEL “Edit” and “Manage” sections are filled, the Project Coordinator will clock on the “Submit” button on the right top of the page. After the planning is submitted, the “Edit” section, Partners, Work packages, Deliverables, Tasks and Milestones will be blocked except for the POs. The status of the planning section will change from “Draft” to “Submitted” After the submission, the PO will see a “Review” button on the top right corner. The POs can approve or reject comments and upload a file.

If PO accepts, the status will be “Appro”. If it is rejected by the PO, all the information submitted will return the planning to a draft allowing modifications. If more than one version exists, clicking the “Version” near the project title will open a dropdown menu listing previous versions, clicking on a version will show more details.

The periodic report will be blocked until the planning is submitted and approved

Open

Deliverables reporting workflow

In the periodic reporting, the deliverables will go to a workflow where the POs will approve or reject comments. The review can be saved as a draft and submitted. Once the review is added, the Project Coordinators and POs will see the review status in the Status column and can click on it to see the comments and the details of who added it and who modified it.

 If the review is saved as a draft POs will see the status as "e.g. Accepted (draft)", while the project coordinators will still see it as "Revision Requested". After the overall periodic report review is submitted, it is not possible to review deliverables, deliverables that have not been reviewed will show “Not reviewed” in the status column.

Budget Planning Workflow

In the section 1 project budget, submitting the budget will block the data and only the financial officer can modify it. However, the financial officers will not make any adjustments to section 2 projects’ budgets. Budget information will be submitted by the partners and the financial officer can approve or reject with comments and upload a file. If the budget planning was rejected by the financial officer, MEL will create a snapshot export (the export will be downloadable after implementing the budget export issue) of the current budget information and store it as the previous version, and will return the budget to the draft.

Budget/Reporting workflow

After the planning is filled by the partners, the Project Coordinator will submit the financial report and it will go to the workflow to be reviewed by the financial officer. Submitting a Mid-term report or Final report to the financial officer will block the report and only the financial officer can modify it. The financial officer can approve or reject the report with comments and upload a file. If the report is rejected by the financial officer, MEL will create a snapshot export of the current budget report information and store it as the previous version and will return the budget report to the draft. Section 2 projects budget has no workflow.