European Research Council Executive Agency ERCEA WEB EVALUATION TOOL. Expert USER'S GUIDE

Transcription

1 European Research Council Executive Agency ERCEA WEB EVALUATION TOOL Expert USER'S GUIDE

2 Contents 1. Introduction How to access to Web Eva How to navigate in the main screen How to access to the panel meeting Actions on Proposal Downloading documents (arrow icon ): Reviewing proposals (pencil icon ): Signing and submitting proposal (lock icon ): Declaring conflict of interest on proposal (Cross icon ) Suggesting Remote Referees Adding Remote Referees Reviews status Page 3 of 17

3 1. Introduction This document is the User s Guide of ERC Web Evaluation Tool version 4.0; it explains to you how to use the application. The target audience are ERC evaluators working on ERC Calls in step1 and step2. 2. How to access to Web Eva To access Web Evaluation tool, you have to authenticate yourself in ECAS "European Commission Authentication Service". - Click on this link to access Web Eva - Login with your ECAS and password - If you have no ECAS account, please click on the following link: Page 4 of 17

4 3. How to navigate in the main screen After successful ECAS Login, the main screen shows you the proposal(s) assigned to you. Below and example of ERC-Starting Grant 2014: The main screen is divided into 7 parts. Part 1- Online help Page 5 of 17

5 Part 2 Expert's name Part 3 Overview Part 4 Filter to select the call and the step Part 5- Download document You can download all the proposals as zip file. Part 6 Proposal's data The table can be sorted out in ascending or descending order by using any column as criterion. The column used for sorting the proposals will have its header highlighted. Page 6 of 17

6 Part 7 Exporting Reviews You can download and save the expert's reviews in RTF and PDF format. 3.1 How to access to the panel meeting If you are a panel chair or a panel member, you have the possibility to access the panel comments via a dedicated link in Web Eva main screen. Below an example: The link is available only between the panel meeting starting date and ending date. The link is removed when the evaluation is closed in PMA Excel. Page 7 of 17

7 - Click on the link Panel Meeting, panels comments opens, below an example. - Select a proposal and click on pencil in the actions columns - The panel s comments for this proposal open, it's composed of two sections: Section one - summary of the proposal Page 8 of 17

8 Section two - the panel s comments of the proposal - At the bottom of the screen, you can click on show link to extend the proposals individual comments screen. Page 9 of 17

9 4. Actions on Proposal The column "Actions" in the proposal s table of the main screen shows the actions that you might execute on each proposal. 4.1 Downloading documents (arrow icon ): Depending on the step you are reviewing, you can download the part B1 for step 1 and part B1&B2 for step 2. Below an example of starting grant step Reviewing proposals (pencil icon ): The proposal s review page is composed of three parts: o Summary of the proposal' details o CRITERION 1 o CRITERION 2 Page 10 of 17

10 Part 1 Summary of the selected proposal This section consists of the proposal summary, the review status and the reminder message to regularly save the work Part 2 CRITERION 1 This section contains Criterion 1 and two Sub Criteria, the content is different for each call. By default they are displayed, you can click on "Hide full criteria descriptions" link to hide them. Below an example of starting grant step 1. Page 11 of 17

11 Part 2 Score The Overall score shows radio buttons in descendant order (from 4.0 to 1.0 with 0.5 intervals). For each criterion, you should select only one score from the table. If you select a score between 4.0 and 2.0 a red message "above threshold" is displayed on the left side of the selected radio button. If you select a score between 2.0 and 1.0, a red message "below threshold" is displayed on the left side of the selected radio button. Part 2 Comments You can write your reviews in the textboxes (white box below). The length of your text is shown below. This length cannot be lower than the minimum characters and cannot be higher than the maximum characters defined on the top of the textbox. If you do not respect the maximum length then your reviews will be truncated. Page 12 of 17

12 Part 3 CRITERION 2 The criterion 2 Principal Investigator : intellectual, capacity, creativity. For the sub criteria, you have to select "Outstanding", "Excellent", "Very good" or "Noncompetitive", if not your review is considered to be incomplete, an example below: For the review s comments, the minimum is 0 and the max is 2000 characters, it means that you can submit your review without comments. Page 13 of 17

13 Part 4 Suggested REMOTE REFEREE Save Save the review and maintains the window open. Save & Exit Save the review and close the window. Cancel Cancels all changes and closes the window. If you click on save button and the review is completed (all the comments are entered with a minimum of 50 characters and the scores selected), the "sign and submit review" reminder is displayed. If you click on save button and the review is not completed, the application displays this reminder. Page 14 of 17

14 4.3 Signing and submitting proposal (lock icon ): Once you have submitted the review, the review can be processed for the panel meeting. The "lock" icon in the main screen is inactive and no further changes will be allowed. 4.4 Declaring conflict of interest on proposal (Cross icon ) This icon allows you to declare a potential Conflict of Interest (CoI) with a specific proposal. Note: if the review is 'signed and submitted and the review deadline is not yet passed, you can declare a Coi. select the proposal in the main screen and click button in Actions column, The application will display the following window, Select the "reason" in the drop down tag, this field is mandatory and the application will not allow declaring a CoI unless a value is provided, Write a comment on the reason using the text area tagged as "Specify the reason", Note: the comment is mandatory only if the selected reason is 6 Other", Click on "Declare CoI ", A warning message is displayed Page 15 of 17

15 If you click on OK button, a notification is automatically sent to the Panel coordinator. The proposal with "CoI declared" has an orange background, and the Cross icon is disabled. The only action available on a proposal with a "CoI declared" status is "Download proposal". 4.5 Suggesting Remote Referees You have the possibility to suggest, new remote referees by searching in ERC database, or by adding new ones. If the review is closed, you can suggest the remote referee's names during the panels meeting. The maximum number of suggested remote is 5, and the minimum number is zero, you can "Sign and submit" a proposal without any suggested RR. Below an example of the Suggested Remote Referees for step 2 screen. Page 16 of 17

16 4.6 Adding Remote Referees Click on 'add' button at the bottom of the review screen The 'add a remote referee' window opens, see example below Enter a last name or the Keywords and click on search The application shows the result Tick the button to select the expert and click 'Add' button The remote referee is added in the list at the bottom of the review screen. To add a remote referee, please encode, at any order, the Last name, the First name the and the Institution in the 'add a remote referee' window, below an example Click on 'Add new' button The result(s) are displayed at the bottom of the review screen; the Add button is inactive. Page 17 of 17

17 You can remove any remote referee from the list by clicking on in the Actions column. 5. Reviews status There are six possible statuses for each review: Not a single comment or score has been introduced in the review The review has started but scores and/or comments are missing Review is ready to be finalised Review finished and blocked and field in white colour The deadline for sign and submit the proposal has been passed. The proposal cannot be submitted The Coi has been declared by the expert on the proposal Page 18 of 17