Reopening a Partner Report

A partner report in status Submitted or Control ongoing can be reopened only by the Programme Administration or by the controller.

How to access a reopened report

Partners could be requested to make changes to the information submitted in the partner report. This request may come via email to the partner, and/or as a Jems Notifications.

To access the reopened report:

1. On the Dashboard, click on your project row.

2. Select your partner organisation from the Partner reports menu on the left-hand.
   The list of partner reports will appear on the screen.

3. Click on the row of the relevant report to open it.

Changes to a reopened partner report

There are some limitations to the changes that can be made to a submitted partner report.

1. Changes when reopening the last partner report created

Reopen report that is the last created for the project partner - full reopening of partner report:

• No data is cleared from the report and all is editable, with the following exceptions in the List of expenditure tab:

  • expenditure item ID, currency and exchange rates are frozen from initial report

  • no new expenditure item can be deleted (but can be edited)

  • no new expenditure item can be added (in order to avoid exchange rate issues)

  • Parked expenditure list is visible and any item from it can be deleted or added to the reopened partner report

• Procurements created in current partner report can be further edited, for older ones only new additions of beneficial owners/subcontractors/attachments is allowed.

• Previous uploads are displayed and can be changed, except in Report Annexes tab, where user can only add new ones.

Creation of a new draft partner report is locked while last partner report is Reopened.

2. Change when reopening a partner report that is not the last created

Reopen report that is not the last created for the project partner - partial reopening of partner report:

• No data is cleared from the report and only the following is editable:

  • List of expenditure tab:

    • following fields are editable: GDPR flag, Link to procurement, Description and Comment

    • no expenditure item can be deleted / no new expenditure item can be added (in order to avoid exchange rate issues)

    • Parked expenditure list is not visible

    • Expenditure item attachment can be changed/uploaded

  • Public Procurements created in current partner report cannot be deleted, but can be further edited, except procurement name, which is locked.

  • Contributions tab: only changing attachment is allowed

  • Report Annexes tab: user can add new uploads

3. Resubmitting a reopened partner report

Once satisfied with the changes, the report must be resubmitted in the "Submit” tab.

Run the pre-submission checks first, then click on Submit partner report.
The controller will be notified on its Dashboard that the report is available to be further processed.

Upon (re)submission of a Reopened partner report

• partner report goes back to the status from before reopening, namely Submitted or Control ongoing

• no recalculation of exchange rates happens

• financial overviews are refreshed, reflecting changes done

• partner report overview is populated with updated Amount submitted and Date of last submission