https://www.bamoswiki.eu/api.php?action=feedcontributions&feedformat=atom&user=AReBAMOS Wiki - User contributions [en]2026-06-23T09:10:57ZUser contributionsMediaWiki 1.36.1https://www.bamoswiki.eu/index.php?title=Controller_section&diff=318Controller section2024-09-10T12:42:20Z<p>ARe: /* Video tutorial */</p>
<hr />
<div>The controller section is available after approval of the project.<br><br />
This section lists the controllers designated for an approved project. The Designation Authorities are responsible for the controller account management. Neither the MA/JS, nor project or partner users have editing rights.<br><br />
Note that only core projects require controllers. Therefore, the section will be empty for all other types of projects (i.e. small projects, platforms, PACs, EUSBSR Point, Annual Forum, etc.). <br><br />
<br />
== Access to the controller section for Designation Authorities == <!--T:1--><br />
For Designation Authorities to get access to the controller section, the legal representative of each designation authority has to appoint one designation authority user and one deputy designation authority user. For this purpose, the legal representative has to complete the “Appointing document of designation authority user(s) in BAMOS+”, sign it and submit it to the MA/JS. The [https://interreg-baltic.eu/service/contacts/managing-authority-joint-secretariat/ MA/JS] provides all designation authorities of the Programme with the template and further instructions.<br><br />
'''''Please note that designation authority users cannot create further designation authority user accounts.''''' Only persons indicated in the appointing document are authorised to act as designation authority users.<br />
<br />
== Deactivate Designation Authority users == <!--T:1--><br />
To deactivate a Designation Authority user, the legal representative of the Designation Authority has to send a request via e-mail to the [https://interreg-baltic.eu/service/contacts/managing-authority-joint-secretariat/ MA/JS].<br><br />
The MA/JS will undertake the relevant steps for deactivation.<br />
After deactivation, the user will not be able to access BAMOS+ anymore.<br />
<br />
== Add controller users == <!--T:1--><br />
To add a controller to project partners, the Designation Authority user has to:<br />
# Go to the dashboard of the respective project<br />
# Select “Modify Controllers” under ‘Controller’<br />
# Select “+ New Controller”<br />
# Add the controller data<br />
# Select the partner(s) for whom the controller shall verify the real costs<br />
# Confirm the data entry by clicking on “Designate Controller”<br />
# Confirm the designation by clicking on “Yes”.<br />
Immediately after confirmation, the controller will be added as a user to the partner report of the selected partner(s). Persons that have not been users of BAMOS+ will also receive an activation link to activate their user accounts.<br><br />
'''''Please note: this [[Accounts#Expired_activation_link|activation link]] must be activated within two weeks!'''''<br />
<br />
== Deactivate Controllers == <!--T:1--><br />
The Designation Authorities are responsible for overseeing controller user accounts, including deactivating accounts of controller users who are no longer working for a particular project partner.<br><br />
To deactivate a controller, the Designation Authority user has to:<br />
# Go to the dashboard of the respective project<br />
# Select “Modify Controllers” under ‘Controller’<br />
# Select “X” for the controller that shall be deactivated<br />
# Confirm the deactivation by clicking on “Yes”.<br />
After deactivation, the login data of the Controller is kept. The Controller can still read, but not edit the partner reports that were available at the point of deactivation. <br />
<br />
== Modifying and deactivating controller user data == <!--T:1--><br />
Designation authorities are responsible for keeping data related to the controller users from the country up-to-date. In case the data of a controller user changes, the designation authority user has to deactivate the controller in all projects for which it had been active (see above). Then, the designation authority user has to add a new controller user with the correct data.<br />
<br />
== Video tutorial ==<br />
[[File:Adding_controllers_v4.mp4|border|1024px]]</div>ARehttps://www.bamoswiki.eu/index.php?title=File:Adding_controllers_v4.mp4&diff=317File:Adding controllers v4.mp42024-09-10T12:42:02Z<p>ARe: </p>
<hr />
<div></div>ARehttps://www.bamoswiki.eu/index.php?title=Controller_section&diff=316Controller section2024-09-10T12:41:03Z<p>ARe: /* Video tutorial */</p>
<hr />
<div>The controller section is available after approval of the project.<br><br />
This section lists the controllers designated for an approved project. The Designation Authorities are responsible for the controller account management. Neither the MA/JS, nor project or partner users have editing rights.<br><br />
Note that only core projects require controllers. Therefore, the section will be empty for all other types of projects (i.e. small projects, platforms, PACs, EUSBSR Point, Annual Forum, etc.). <br><br />
<br />
== Access to the controller section for Designation Authorities == <!--T:1--><br />
For Designation Authorities to get access to the controller section, the legal representative of each designation authority has to appoint one designation authority user and one deputy designation authority user. For this purpose, the legal representative has to complete the “Appointing document of designation authority user(s) in BAMOS+”, sign it and submit it to the MA/JS. The [https://interreg-baltic.eu/service/contacts/managing-authority-joint-secretariat/ MA/JS] provides all designation authorities of the Programme with the template and further instructions.<br><br />
'''''Please note that designation authority users cannot create further designation authority user accounts.''''' Only persons indicated in the appointing document are authorised to act as designation authority users.<br />
<br />
== Deactivate Designation Authority users == <!--T:1--><br />
To deactivate a Designation Authority user, the legal representative of the Designation Authority has to send a request via e-mail to the [https://interreg-baltic.eu/service/contacts/managing-authority-joint-secretariat/ MA/JS].<br><br />
The MA/JS will undertake the relevant steps for deactivation.<br />
After deactivation, the user will not be able to access BAMOS+ anymore.<br />
<br />
== Add controller users == <!--T:1--><br />
To add a controller to project partners, the Designation Authority user has to:<br />
# Go to the dashboard of the respective project<br />
# Select “Modify Controllers” under ‘Controller’<br />
# Select “+ New Controller”<br />
# Add the controller data<br />
# Select the partner(s) for whom the controller shall verify the real costs<br />
# Confirm the data entry by clicking on “Designate Controller”<br />
# Confirm the designation by clicking on “Yes”.<br />
Immediately after confirmation, the controller will be added as a user to the partner report of the selected partner(s). Persons that have not been users of BAMOS+ will also receive an activation link to activate their user accounts.<br><br />
'''''Please note: this [[Accounts#Expired_activation_link|activation link]] must be activated within two weeks!'''''<br />
<br />
== Deactivate Controllers == <!--T:1--><br />
The Designation Authorities are responsible for overseeing controller user accounts, including deactivating accounts of controller users who are no longer working for a particular project partner.<br><br />
To deactivate a controller, the Designation Authority user has to:<br />
# Go to the dashboard of the respective project<br />
# Select “Modify Controllers” under ‘Controller’<br />
# Select “X” for the controller that shall be deactivated<br />
# Confirm the deactivation by clicking on “Yes”.<br />
After deactivation, the login data of the Controller is kept. The Controller can still read, but not edit the partner reports that were available at the point of deactivation. <br />
<br />
== Modifying and deactivating controller user data == <!--T:1--><br />
Designation authorities are responsible for keeping data related to the controller users from the country up-to-date. In case the data of a controller user changes, the designation authority user has to deactivate the controller in all projects for which it had been active (see above). Then, the designation authority user has to add a new controller user with the correct data.<br />
<br />
== Video tutorial ==<br />
[[File:Wiki Adding Controllers v2.mp4|border|1024px]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Partner_reports&diff=314Partner reports2024-09-10T12:26:30Z<p>ARe: /* Video tutorial */</p>
<hr />
<div>Partner reports can be created by the Lead Partner via the '''Partner Report Management''' section found on the project dashboard under “Project reporting”.<br />
<br />
== Generate partner reports == <!--T:1--><br />
Under the tab “Generate PPR”, the Lead Partner can generate partner reports for all partners: <br />
# Tick the boxes for the partners you wish to generate partner reports. <br />
# Press “+Generate Partner Reports”.<br />
== Import partner reports == <!--T:1--><br />
Once the partners have submitted their partner reports, the partner reports will appear under “Import PPR” (''please note: progress report needs to be available for editing on the Dashboard; progress reports are initialised by the staff of the MA/JS''). In this section, the Lead Partner can choose the partners whose partner report they wish to include in the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to import to the progress report. <br />
# Press “+Import”<br />
The list of imported partner reports will be visible under the progress report tab “11. Imported partner reports”. <br />
== Remove partner reports == <!--T:1--><br />
In some cases, the Lead Partner might decide to remove the partner report from the current progress report. All partner reports already included in the progress report will appear under “Remove PPR”. In this section, the Lead Partner can choose the partners whose partner report they wish to remove from the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to remove from the progress report. <br />
# Press “+Remove”<br />
== Access to partner reports == <!--T:1--><br />
For partner organisation user(s) to get access to their Partner Report pages, the Lead Partner needs to add the partner organisation user(s) to the Partners’ pages. <br />
# From the top menu, choose “Partners” <br />
# Choose a partner organisation from the list<br />
# On the Partner page, add users under “Partner Users” by pressing the button “Modify Partner Users” <br />
# Partner users with '''''Read + Write + Submit''''' rights can give access to further users. <br />
To read more about the different roles, please visit: [[Roles]]. <br />
<br />
'''''Important!''''' Lead Partners will also need to give themselves additional '''''Read + Write + Submit''''' rights on the Partner Report level to be able to edit and submit their own partner reports. <br />
<br />
Partner reports can be found on the partner pages’ dashboard under “Project Partner Reports”.<br />
<br />
''Please note that all email addresses should consist of lower cases letters only.''<br />
<br />
''Please note that new user rights only become valid after a new login.''<br />
<br />
== Submit partner report == <!--T:1--><br />
Editable partner reports will be listed on the partners’ dashboard, under Project Partner Reports with the status “open”. <br />
<br />
After you have validated all your data and only green ticks are shown in the menu, you can submit your reporting form. For this, you have to go to the “Submission” section, where you can press the “Submit” button which transmits your partner report form to the Lead Partner.<br />
<br />
Please be aware that after submitting the partner report, you will not be able to edit it until it is sent back to you by the Lead Partner for adjustments/corrections.<br />
<br />
== Certification of partner report == <!--T:1--><br />
Partner reports with real costs will be certified by controllers after submission. The certificate will be visible under the section “C.Certificate” in the partner report. <br />
== Print partner report form == <!--T:1--><br />
As BAMOS+ is an online system fulfilling the request by the European Commission to reduce the amount of paper used in administrative processes, there is no printing function for the partner report. <br />
Please give access to your partner report data to users in your organisation as needed and/or copy and paste text from the form to another electronic document.<br />
== Additional information == <!--T:1--><br />
Presentation of the lead partner seminar for core projects: [https://interreg-baltic.eu/wp-content/uploads/2022/12/Day-2-presentation.pdf Practical aspects of reporting]<br><br />
[https://interreg-baltic.eu/toolkit/reporting/ Project toolkit for reporting]<br />
<br />
== Video tutorial ==<br />
[[File:Adding_partners_v6.mp4|border|1024px]]<br />
<br />
[[File:Partner_report_management_v2.mp4|border|1024px]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Partner_reports&diff=313Partner reports2024-09-10T12:25:29Z<p>ARe: /* Video tutorial */</p>
<hr />
<div>Partner reports can be created by the Lead Partner via the '''Partner Report Management''' section found on the project dashboard under “Project reporting”.<br />
<br />
== Generate partner reports == <!--T:1--><br />
Under the tab “Generate PPR”, the Lead Partner can generate partner reports for all partners: <br />
# Tick the boxes for the partners you wish to generate partner reports. <br />
# Press “+Generate Partner Reports”.<br />
== Import partner reports == <!--T:1--><br />
Once the partners have submitted their partner reports, the partner reports will appear under “Import PPR” (''please note: progress report needs to be available for editing on the Dashboard; progress reports are initialised by the staff of the MA/JS''). In this section, the Lead Partner can choose the partners whose partner report they wish to include in the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to import to the progress report. <br />
# Press “+Import”<br />
The list of imported partner reports will be visible under the progress report tab “11. Imported partner reports”. <br />
== Remove partner reports == <!--T:1--><br />
In some cases, the Lead Partner might decide to remove the partner report from the current progress report. All partner reports already included in the progress report will appear under “Remove PPR”. In this section, the Lead Partner can choose the partners whose partner report they wish to remove from the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to remove from the progress report. <br />
# Press “+Remove”<br />
== Access to partner reports == <!--T:1--><br />
For partner organisation user(s) to get access to their Partner Report pages, the Lead Partner needs to add the partner organisation user(s) to the Partners’ pages. <br />
# From the top menu, choose “Partners” <br />
# Choose a partner organisation from the list<br />
# On the Partner page, add users under “Partner Users” by pressing the button “Modify Partner Users” <br />
# Partner users with '''''Read + Write + Submit''''' rights can give access to further users. <br />
To read more about the different roles, please visit: [[Roles]]. <br />
<br />
'''''Important!''''' Lead Partners will also need to give themselves additional '''''Read + Write + Submit''''' rights on the Partner Report level to be able to edit and submit their own partner reports. <br />
<br />
Partner reports can be found on the partner pages’ dashboard under “Project Partner Reports”.<br />
<br />
''Please note that all email addresses should consist of lower cases letters only.''<br />
<br />
''Please note that new user rights only become valid after a new login.''<br />
<br />
== Submit partner report == <!--T:1--><br />
Editable partner reports will be listed on the partners’ dashboard, under Project Partner Reports with the status “open”. <br />
<br />
After you have validated all your data and only green ticks are shown in the menu, you can submit your reporting form. For this, you have to go to the “Submission” section, where you can press the “Submit” button which transmits your partner report form to the Lead Partner.<br />
<br />
Please be aware that after submitting the partner report, you will not be able to edit it until it is sent back to you by the Lead Partner for adjustments/corrections.<br />
<br />
== Certification of partner report == <!--T:1--><br />
Partner reports with real costs will be certified by controllers after submission. The certificate will be visible under the section “C.Certificate” in the partner report. <br />
== Print partner report form == <!--T:1--><br />
As BAMOS+ is an online system fulfilling the request by the European Commission to reduce the amount of paper used in administrative processes, there is no printing function for the partner report. <br />
Please give access to your partner report data to users in your organisation as needed and/or copy and paste text from the form to another electronic document.<br />
== Additional information == <!--T:1--><br />
Presentation of the lead partner seminar for core projects: [https://interreg-baltic.eu/wp-content/uploads/2022/12/Day-2-presentation.pdf Practical aspects of reporting]<br><br />
[https://interreg-baltic.eu/toolkit/reporting/ Project toolkit for reporting]<br />
<br />
== Video tutorial ==<br />
[[File:Adding_partners_v7.mp4|border|1024px]]<br />
<br />
[[File:Partner_report_management_v2.mp4|border|1024px]]</div>ARehttps://www.bamoswiki.eu/index.php?title=File:Adding_partners_v6.mp4&diff=311File:Adding partners v6.mp42024-09-10T12:21:37Z<p>ARe: </p>
<hr />
<div></div>ARehttps://www.bamoswiki.eu/index.php?title=Partner_reports&diff=310Partner reports2024-09-10T11:55:13Z<p>ARe: /* Video tutorial */</p>
<hr />
<div>Partner reports can be created by the Lead Partner via the '''Partner Report Management''' section found on the project dashboard under “Project reporting”.<br />
<br />
== Generate partner reports == <!--T:1--><br />
Under the tab “Generate PPR”, the Lead Partner can generate partner reports for all partners: <br />
# Tick the boxes for the partners you wish to generate partner reports. <br />
# Press “+Generate Partner Reports”.<br />
== Import partner reports == <!--T:1--><br />
Once the partners have submitted their partner reports, the partner reports will appear under “Import PPR” (''please note: progress report needs to be available for editing on the Dashboard; progress reports are initialised by the staff of the MA/JS''). In this section, the Lead Partner can choose the partners whose partner report they wish to include in the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to import to the progress report. <br />
# Press “+Import”<br />
The list of imported partner reports will be visible under the progress report tab “11. Imported partner reports”. <br />
== Remove partner reports == <!--T:1--><br />
In some cases, the Lead Partner might decide to remove the partner report from the current progress report. All partner reports already included in the progress report will appear under “Remove PPR”. In this section, the Lead Partner can choose the partners whose partner report they wish to remove from the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to remove from the progress report. <br />
# Press “+Remove”<br />
== Access to partner reports == <!--T:1--><br />
For partner organisation user(s) to get access to their Partner Report pages, the Lead Partner needs to add the partner organisation user(s) to the Partners’ pages. <br />
# From the top menu, choose “Partners” <br />
# Choose a partner organisation from the list<br />
# On the Partner page, add users under “Partner Users” by pressing the button “Modify Partner Users” <br />
# Partner users with '''''Read + Write + Submit''''' rights can give access to further users. <br />
To read more about the different roles, please visit: [[Roles]]. <br />
<br />
'''''Important!''''' Lead Partners will also need to give themselves additional '''''Read + Write + Submit''''' rights on the Partner Report level to be able to edit and submit their own partner reports. <br />
<br />
Partner reports can be found on the partner pages’ dashboard under “Project Partner Reports”.<br />
<br />
''Please note that all email addresses should consist of lower cases letters only.''<br />
<br />
''Please note that new user rights only become valid after a new login.''<br />
<br />
== Submit partner report == <!--T:1--><br />
Editable partner reports will be listed on the partners’ dashboard, under Project Partner Reports with the status “open”. <br />
<br />
After you have validated all your data and only green ticks are shown in the menu, you can submit your reporting form. For this, you have to go to the “Submission” section, where you can press the “Submit” button which transmits your partner report form to the Lead Partner.<br />
<br />
Please be aware that after submitting the partner report, you will not be able to edit it until it is sent back to you by the Lead Partner for adjustments/corrections.<br />
<br />
== Certification of partner report == <!--T:1--><br />
Partner reports with real costs will be certified by controllers after submission. The certificate will be visible under the section “C.Certificate” in the partner report. <br />
== Print partner report form == <!--T:1--><br />
As BAMOS+ is an online system fulfilling the request by the European Commission to reduce the amount of paper used in administrative processes, there is no printing function for the partner report. <br />
Please give access to your partner report data to users in your organisation as needed and/or copy and paste text from the form to another electronic document.<br />
== Additional information == <!--T:1--><br />
Presentation of the lead partner seminar for core projects: [https://interreg-baltic.eu/wp-content/uploads/2022/12/Day-2-presentation.pdf Practical aspects of reporting]<br><br />
[https://interreg-baltic.eu/toolkit/reporting/ Project toolkit for reporting]<br />
<br />
== Video tutorial ==<br />
[[File:WIKI_Adding_partners_v5.mp4|border|1024px]]<br />
<br />
[[File:Partner_report_management_v2.mp4|border|1024px]]</div>ARehttps://www.bamoswiki.eu/index.php?title=File:Partner_report_management_v2.mp4&diff=309File:Partner report management v2.mp42024-09-10T11:53:48Z<p>ARe: </p>
<hr />
<div></div>ARehttps://www.bamoswiki.eu/index.php?title=Controller_section&diff=308Controller section2024-09-10T10:57:06Z<p>ARe: /* Video tutorial */</p>
<hr />
<div>The controller section is available after approval of the project.<br><br />
This section lists the controllers designated for an approved project. The Designation Authorities are responsible for the controller account management. Neither the MA/JS, nor project or partner users have editing rights.<br><br />
Note that only core projects require controllers. Therefore, the section will be empty for all other types of projects (i.e. small projects, platforms, PACs, EUSBSR Point, Annual Forum, etc.). <br><br />
<br />
== Access to the controller section for Designation Authorities == <!--T:1--><br />
For Designation Authorities to get access to the controller section, the legal representative of each designation authority has to appoint one designation authority user and one deputy designation authority user. For this purpose, the legal representative has to complete the “Appointing document of designation authority user(s) in BAMOS+”, sign it and submit it to the MA/JS. The [https://interreg-baltic.eu/service/contacts/managing-authority-joint-secretariat/ MA/JS] provides all designation authorities of the Programme with the template and further instructions.<br><br />
'''''Please note that designation authority users cannot create further designation authority user accounts.''''' Only persons indicated in the appointing document are authorised to act as designation authority users.<br />
<br />
== Deactivate Designation Authority users == <!--T:1--><br />
To deactivate a Designation Authority user, the legal representative of the Designation Authority has to send a request via e-mail to the [https://interreg-baltic.eu/service/contacts/managing-authority-joint-secretariat/ MA/JS].<br><br />
The MA/JS will undertake the relevant steps for deactivation.<br />
After deactivation, the user will not be able to access BAMOS+ anymore.<br />
<br />
== Add controller users == <!--T:1--><br />
To add a controller to project partners, the Designation Authority user has to:<br />
# Go to the dashboard of the respective project<br />
# Select “Modify Controllers” under ‘Controller’<br />
# Select “+ New Controller”<br />
# Add the controller data<br />
# Select the partner(s) for whom the controller shall verify the real costs<br />
# Confirm the data entry by clicking on “Designate Controller”<br />
# Confirm the designation by clicking on “Yes”.<br />
Immediately after confirmation, the controller will be added as a user to the partner report of the selected partner(s). Persons that have not been users of BAMOS+ will also receive an activation link to activate their user accounts.<br><br />
'''''Please note: this [[Accounts#Expired_activation_link|activation link]] must be activated within two weeks!'''''<br />
<br />
== Deactivate Controllers == <!--T:1--><br />
The Designation Authorities are responsible for overseeing controller user accounts, including deactivating accounts of controller users who are no longer working for a particular project partner.<br><br />
To deactivate a controller, the Designation Authority user has to:<br />
# Go to the dashboard of the respective project<br />
# Select “Modify Controllers” under ‘Controller’<br />
# Select “X” for the controller that shall be deactivated<br />
# Confirm the deactivation by clicking on “Yes”.<br />
After deactivation, the login data of the Controller is kept. The Controller can still read, but not edit the partner reports that were available at the point of deactivation. <br />
<br />
== Modifying and deactivating controller user data == <!--T:1--><br />
Designation authorities are responsible for keeping data related to the controller users from the country up-to-date. In case the data of a controller user changes, the designation authority user has to deactivate the controller in all projects for which it had been active (see above). Then, the designation authority user has to add a new controller user with the correct data.<br />
<br />
== Video tutorial ==<br />
[[File:Wiki_Adding_Controllers_v2.mp4|border|1024px]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Partner_reports&diff=306Partner reports2024-09-10T09:17:07Z<p>ARe: /* Video tutorial */</p>
<hr />
<div>Partner reports can be created by the Lead Partner via the '''Partner Report Management''' section found on the project dashboard under “Project reporting”.<br />
<br />
== Generate partner reports == <!--T:1--><br />
Under the tab “Generate PPR”, the Lead Partner can generate partner reports for all partners: <br />
# Tick the boxes for the partners you wish to generate partner reports. <br />
# Press “+Generate Partner Reports”.<br />
== Import partner reports == <!--T:1--><br />
Once the partners have submitted their partner reports, the partner reports will appear under “Import PPR” (''please note: progress report needs to be available for editing on the Dashboard; progress reports are initialised by the staff of the MA/JS''). In this section, the Lead Partner can choose the partners whose partner report they wish to include in the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to import to the progress report. <br />
# Press “+Import”<br />
The list of imported partner reports will be visible under the progress report tab “11. Imported partner reports”. <br />
== Remove partner reports == <!--T:1--><br />
In some cases, the Lead Partner might decide to remove the partner report from the current progress report. All partner reports already included in the progress report will appear under “Remove PPR”. In this section, the Lead Partner can choose the partners whose partner report they wish to remove from the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to remove from the progress report. <br />
# Press “+Remove”<br />
== Access to partner reports == <!--T:1--><br />
For partner organisation user(s) to get access to their Partner Report pages, the Lead Partner needs to add the partner organisation user(s) to the Partners’ pages. <br />
# From the top menu, choose “Partners” <br />
# Choose a partner organisation from the list<br />
# On the Partner page, add users under “Partner Users” by pressing the button “Modify Partner Users” <br />
# Partner users with '''''Read + Write + Submit''''' rights can give access to further users. <br />
To read more about the different roles, please visit: [[Roles]]. <br />
<br />
'''''Important!''''' Lead Partners will also need to give themselves additional '''''Read + Write + Submit''''' rights on the Partner Report level to be able to edit and submit their own partner reports. <br />
<br />
Partner reports can be found on the partner pages’ dashboard under “Project Partner Reports”.<br />
<br />
''Please note that all email addresses should consist of lower cases letters only.''<br />
<br />
''Please note that new user rights only become valid after a new login.''<br />
<br />
== Submit partner report == <!--T:1--><br />
Editable partner reports will be listed on the partners’ dashboard, under Project Partner Reports with the status “open”. <br />
<br />
After you have validated all your data and only green ticks are shown in the menu, you can submit your reporting form. For this, you have to go to the “Submission” section, where you can press the “Submit” button which transmits your partner report form to the Lead Partner.<br />
<br />
Please be aware that after submitting the partner report, you will not be able to edit it until it is sent back to you by the Lead Partner for adjustments/corrections.<br />
<br />
== Certification of partner report == <!--T:1--><br />
Partner reports with real costs will be certified by controllers after submission. The certificate will be visible under the section “C.Certificate” in the partner report. <br />
== Print partner report form == <!--T:1--><br />
As BAMOS+ is an online system fulfilling the request by the European Commission to reduce the amount of paper used in administrative processes, there is no printing function for the partner report. <br />
Please give access to your partner report data to users in your organisation as needed and/or copy and paste text from the form to another electronic document.<br />
== Additional information == <!--T:1--><br />
Presentation of the lead partner seminar for core projects: [https://interreg-baltic.eu/wp-content/uploads/2022/12/Day-2-presentation.pdf Practical aspects of reporting]<br><br />
[https://interreg-baltic.eu/toolkit/reporting/ Project toolkit for reporting]<br />
<br />
== Video tutorial ==<br />
[[File:WIKI_Adding_partners_v5.mp4|border|1024px]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Partner_reports&diff=304Partner reports2024-09-10T09:12:52Z<p>ARe: </p>
<hr />
<div>Partner reports can be created by the Lead Partner via the '''Partner Report Management''' section found on the project dashboard under “Project reporting”.<br />
<br />
== Generate partner reports == <!--T:1--><br />
Under the tab “Generate PPR”, the Lead Partner can generate partner reports for all partners: <br />
# Tick the boxes for the partners you wish to generate partner reports. <br />
# Press “+Generate Partner Reports”.<br />
== Import partner reports == <!--T:1--><br />
Once the partners have submitted their partner reports, the partner reports will appear under “Import PPR” (''please note: progress report needs to be available for editing on the Dashboard; progress reports are initialised by the staff of the MA/JS''). In this section, the Lead Partner can choose the partners whose partner report they wish to include in the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to import to the progress report. <br />
# Press “+Import”<br />
The list of imported partner reports will be visible under the progress report tab “11. Imported partner reports”. <br />
== Remove partner reports == <!--T:1--><br />
In some cases, the Lead Partner might decide to remove the partner report from the current progress report. All partner reports already included in the progress report will appear under “Remove PPR”. In this section, the Lead Partner can choose the partners whose partner report they wish to remove from the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to remove from the progress report. <br />
# Press “+Remove”<br />
== Access to partner reports == <!--T:1--><br />
For partner organisation user(s) to get access to their Partner Report pages, the Lead Partner needs to add the partner organisation user(s) to the Partners’ pages. <br />
# From the top menu, choose “Partners” <br />
# Choose a partner organisation from the list<br />
# On the Partner page, add users under “Partner Users” by pressing the button “Modify Partner Users” <br />
# Partner users with '''''Read + Write + Submit''''' rights can give access to further users. <br />
To read more about the different roles, please visit: [[Roles]]. <br />
<br />
'''''Important!''''' Lead Partners will also need to give themselves additional '''''Read + Write + Submit''''' rights on the Partner Report level to be able to edit and submit their own partner reports. <br />
<br />
Partner reports can be found on the partner pages’ dashboard under “Project Partner Reports”.<br />
<br />
''Please note that all email addresses should consist of lower cases letters only.''<br />
<br />
''Please note that new user rights only become valid after a new login.''<br />
<br />
== Submit partner report == <!--T:1--><br />
Editable partner reports will be listed on the partners’ dashboard, under Project Partner Reports with the status “open”. <br />
<br />
After you have validated all your data and only green ticks are shown in the menu, you can submit your reporting form. For this, you have to go to the “Submission” section, where you can press the “Submit” button which transmits your partner report form to the Lead Partner.<br />
<br />
Please be aware that after submitting the partner report, you will not be able to edit it until it is sent back to you by the Lead Partner for adjustments/corrections.<br />
<br />
== Certification of partner report == <!--T:1--><br />
Partner reports with real costs will be certified by controllers after submission. The certificate will be visible under the section “C.Certificate” in the partner report. <br />
== Print partner report form == <!--T:1--><br />
As BAMOS+ is an online system fulfilling the request by the European Commission to reduce the amount of paper used in administrative processes, there is no printing function for the partner report. <br />
Please give access to your partner report data to users in your organisation as needed and/or copy and paste text from the form to another electronic document.<br />
== Additional information == <!--T:1--><br />
Presentation of the lead partner seminar for core projects: [https://interreg-baltic.eu/wp-content/uploads/2022/12/Day-2-presentation.pdf Practical aspects of reporting]<br><br />
[https://interreg-baltic.eu/toolkit/reporting/ Project toolkit for reporting]<br />
<br />
== Video tutorial ==<br />
[[File:WIKI_Adding_partners_v4.mp4|border|1024px]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Controller_section&diff=299Controller section2024-09-03T09:29:48Z<p>ARe: </p>
<hr />
<div>The controller section is available after approval of the project.<br><br />
This section lists the controllers designated for an approved project. The Designation Authorities are responsible for the controller account management. Neither the MA/JS, nor project or partner users have editing rights.<br><br />
Note that only core projects require controllers. Therefore, the section will be empty for all other types of projects (i.e. small projects, platforms, PACs, EUSBSR Point, Annual Forum, etc.). <br><br />
<br />
== Access to the controller section for Designation Authorities == <!--T:1--><br />
For Designation Authorities to get access to the controller section, the legal representative of each designation authority has to appoint one designation authority user and one deputy designation authority user. For this purpose, the legal representative has to complete the “Appointing document of designation authority user(s) in BAMOS+”, sign it and submit it to the MA/JS. The [https://interreg-baltic.eu/service/contacts/managing-authority-joint-secretariat/ MA/JS] provides all designation authorities of the Programme with the template and further instructions.<br><br />
'''''Please note that designation authority users cannot create further designation authority user accounts.''''' Only persons indicated in the appointing document are authorised to act as designation authority users.<br />
<br />
== Deactivate Designation Authority users == <!--T:1--><br />
To deactivate a Designation Authority user, the legal representative of the Designation Authority has to send a request via e-mail to the [https://interreg-baltic.eu/service/contacts/managing-authority-joint-secretariat/ MA/JS].<br><br />
The MA/JS will undertake the relevant steps for deactivation.<br />
After deactivation, the user will not be able to access BAMOS+ anymore.<br />
<br />
== Add controller users == <!--T:1--><br />
To add a controller to project partners, the Designation Authority user has to:<br />
# Go to the dashboard of the respective project<br />
# Select “Modify Controllers” under ‘Controller’<br />
# Select “+ New Controller”<br />
# Add the controller data<br />
# Select the partner(s) for whom the controller shall verify the real costs<br />
# Confirm the data entry by clicking on “Designate Controller”<br />
# Confirm the designation by clicking on “Yes”.<br />
Immediately after confirmation, the controller will be added as a user to the partner report of the selected partner(s). Persons that have not been users of BAMOS+ will also receive an activation link to activate their user accounts.<br><br />
'''''Please note: this [[Accounts#Expired_activation_link|activation link]] must be activated within two weeks!'''''<br />
<br />
== Deactivate Controllers == <!--T:1--><br />
The Designation Authorities are responsible for overseeing controller user accounts, including deactivating accounts of controller users who are no longer working for a particular project partner.<br><br />
To deactivate a controller, the Designation Authority user has to:<br />
# Go to the dashboard of the respective project<br />
# Select “Modify Controllers” under ‘Controller’<br />
# Select “X” for the controller that shall be deactivated<br />
# Confirm the deactivation by clicking on “Yes”.<br />
After deactivation, the login data of the Controller is kept. The Controller can still read, but not edit the partner reports that were available at the point of deactivation. <br />
<br />
== Modifying and deactivating controller user data == <!--T:1--><br />
Designation authorities are responsible for keeping data related to the controller users from the country up-to-date. In case the data of a controller user changes, the designation authority user has to deactivate the controller in all projects for which it had been active (see above). Then, the designation authority user has to add a new controller user with the correct data.<br />
<br />
== Video tutorial ==</div>ARehttps://www.bamoswiki.eu/index.php?title=Forgot_Password&diff=298Forgot Password2024-08-20T11:56:28Z<p>ARe: /* Description */</p>
<hr />
<div>In case you forgot your password, please start following the procedure:<br />
<br />
== Description ==<br />
# Go to the [https://baplus.bamos.eu login page for the beneficiary and applicant's interface] of [[BAMOS+]].<br />
# Click on "Forgot Password?"<br />
# Enter your account's email address (please use lowercase letters)<br />
# Enter the displayed "captcha code".<br />
# Click "Request password"<br />
<br />
The credentials will be sent now to your email address. <br />
If you do not receive an email from the system after 5 minutes, please check your SPAM folder or check the spelling of the address.<br />
<br />
'''''Please note that all email addresses should consist of lowercase letters only.'''''<br />
<br />
== Expiration ==<br />
Please note that the link which will be sent to you will only be valid for sixty minutes. If you miss that timeframe you will have to undergo this process again.<br />
<br />
== Video tutorial ==<br />
<br />
[[File:forgot.password.mp4|border|1024px]]<br />
<br />
''See also:'' [[accounts]], [[access]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Forgot_Password&diff=297Forgot Password2024-08-20T11:55:30Z<p>ARe: /* Description */</p>
<hr />
<div>In case you forgot your password, please start following the procedure:<br />
<br />
== Description ==<br />
# Go to the [https://baplus.bamos.eu login page for the beneficiary and applicant's interface] of [[BAMOS+]].<br />
# Click on "Forgot Password?"<br />
# Enter your account's email address (please use lowercase letters)<br />
# Enter the displayed "captcha code".<br />
# Click "Request password"<br />
<br />
The credentials will be sent now to your email address. <br />
If you do not receive an email from the system after 5 minutes, please check your SPAM folder or check the spelling of the address.<br />
<br />
'''Please note that all email addresses should consist of lowercase letters only.<br />
<br />
== Expiration ==<br />
Please note that the link which will be sent to you will only be valid for sixty minutes. If you miss that timeframe you will have to undergo this process again.<br />
<br />
== Video tutorial ==<br />
<br />
[[File:forgot.password.mp4|border|1024px]]<br />
<br />
''See also:'' [[accounts]], [[access]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Contact_and_bank_information&diff=296Contact and bank information2024-06-24T10:18:40Z<p>ARe: </p>
<hr />
<div>To complete a project application the [[Application form]], the requested [[Documents|documents]], and the contact and bank information have to be submitted.<br />
<br />
== Add contact and bank information==<!--T:1--><br />
The “Contact & Bank information” section will be available on the dashboard as soon as the Application form has been submitted. Please click on “Contact & Bank information” on the dashboard:<br />
<br />
== Add project’s contact information ==<!--T:1--><br />
# Click on the tab “Project contacts” <br />
# Every project must name at least one project manager, one financial manager and one communication manager under “obligatory main contacts”. One person can have several positions.<br />
<br />
In addition, key data of other project contact persons can be listed under “additional contacts” and the project’s social media channels can be included under “social media”.<br />
<br />
== Add bank information == <!--T:1--><br />
# Click on the tab “Bank information” (if applicable) <br />
# Enter all necessary data<br />
# Click the “Save” button in the upper left corner.<br />
<br />
== Add bank information for an additional bank account == <!--T:1--><br />
To create an additional account, e.g. for the administration of Norwegian funding, please click “+ Bank account” at the bottom of the subpage “Bank information” (see F.3):<br />
<br />
== Add partner contacts == <!--T:1--><br />
# Click on the tab “Partner contacts”<br />
# Click on “+ Add partner contact” to enter the contact details of the project partners, incl. the lead partner. Every project partner must name one legal representative and one contact person. One person can have several positions.<br />
<br />
== Add partner beneficial owners (relevant only for approved projects) == <!--T:1--><br />
# Click on the tab “Partner beneficial owners”<br />
# Click on the relevant partner row or “+ Add beneficial owner” (in case there are several beneficial owners per partner) to enter the details of beneficial owners of project partners incl. the lead partner. In general, every project partner must name all its beneficial owners. Select “N/A” at the top of the pop-up menu for partners excluded from this requirement based on national law.<br />
<br />
''Please note that applicants do not have to list their beneficial owners. The requirement is '''only relevant for approved projects'''.''<br />
<br />
== Add associated organisation contacts == <!--T:1--><br />
# Click on the tab “Associated organisation contacts”<br />
# Click on “+ Add contact” to enter the contact details of associated organisations. Every associated organisation must name one legal representative and one contact person. One person can have several positions.<br />
<br />
== Submit contact and bank information == <!--T:1--><br />
# When all the sub-sections of the Contact & Bank information have been filled and without errors (with green tick marks), the submit button becomes available. <br />
# Click on “Submit” <br />
<br />
''Please note that after the initial submission (by the set deadline), the “Contact and bank information” section can be updated and re-sent to the MA/JS at any time. Only the latest version of the section will be visible to projects and the MA/JS. To add a new version of the Contact & Bank information, press the button "+Contact & Bank information".''<br />
<br />
== Edit contact and bank information == <!--T:1--><br />
# Click on “contact and bank information” on the dashboard<br />
# Click "+ Contact & Bank Information" on the upper part of the screen to create a new version of your “contact and bank information” <br />
# Edit your data and submit it when ready<br />
<br />
== Video tutorial ==<br />
[[File:contact.bank.mp4|border|1024px]]<br />
<br />
== Additional information == <!--T:1--><br />
''See also:'' [[Application form]], [[Documents|documents]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Contact_and_bank_information&diff=295Contact and bank information2024-06-24T10:16:52Z<p>ARe: </p>
<hr />
<div>To complete a project application the [[Application form]], the requested [[Documents|documents]], and the contact and bank information have to be submitted.<br />
<br />
== Add contact and bank information==<!--T:1--><br />
The “Contact & Bank information” section will be available on the dashboard as soon as the Application form has been submitted. Please click on “Contact & Bank information” on the dashboard:<br />
<br />
== Add project’s contact information ==<!--T:1--><br />
# Click on the tab “Project contacts” <br />
# Every project must name at least one project manager, one financial manager and one communication manager under “obligatory main contacts”. One person can have several positions.<br />
<br />
In addition, key data of other project contact persons can be listed under “additional contacts” and the project’s social media channels can be included under “social media”.<br />
<br />
== Add bank information == <!--T:1--><br />
# Click on the tab “Bank information” (if applicable) <br />
# Enter all necessary data<br />
# Click the “Save” button in the upper left corner.<br />
<br />
== Add bank information for an additional bank account == <!--T:1--><br />
To create an additional account, e.g. for the administration of Norwegian funding, please click “+ Bank account” at the bottom of the subpage “Bank information” (see F.3):<br />
<br />
== Add partner contacts == <!--T:1--><br />
# Click on the tab “Partner contacts”<br />
# Click on “+ Add partner contact” to enter the contact details of the project partners, incl. the lead partner. Every project partner must name one legal representative and one contact person. One person can have several positions.<br />
<br />
== Add partner beneficial owners (relevant only for approved projects) == <!--T:1--><br />
# Click on the tab “Partner beneficial owners”<br />
# Click on the relevant partner row or “+ Add beneficial owner” (in case there are several beneficial owners per partner) to enter the details of beneficial owners of project partners incl. the lead partner. In general, every project partner must name all its beneficial owners. Select “N/A” at the top of the pop-up menu for partners excluded from this requirement based on national law.<br />
<br />
''Please note that applicants do not have to list their beneficial owners. The requirement is only relevant for approved projects.''<br />
<br />
== Add associated organisation contacts == <!--T:1--><br />
# Click on the tab “Associated organisation contacts”<br />
# Click on “+ Add contact” to enter the contact details of associated organisations. Every associated organisation must name one legal representative and one contact person. One person can have several positions.<br />
<br />
== Submit contact and bank information == <!--T:1--><br />
# When all the sub-sections of the Contact & Bank information have been filled and without errors (with green tick marks), the submit button becomes available. <br />
# Click on “Submit” <br />
<br />
''Please note that after the initial submission (by the set deadline), the “Contact and bank information” section can be updated and re-sent to the MA/JS at any time. Only the latest version of the section will be visible to projects and the MA/JS. To add a new version of the Contact & Bank information, press the button "+Contact & Bank information".''<br />
<br />
== Edit contact and bank information == <!--T:1--><br />
# Click on “contact and bank information” on the dashboard<br />
# Click "+ Contact & Bank Information" on the upper part of the screen to create a new version of your “contact and bank information” <br />
# Edit your data and submit it when ready<br />
<br />
== Video tutorial ==<br />
[[File:contact.bank.mp4|border|1024px]]<br />
<br />
== Additional information == <!--T:1--><br />
''See also:'' [[Application form]], [[Documents|documents]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Contact_and_bank_information&diff=286Contact and bank information2024-06-17T12:50:35Z<p>ARe: </p>
<hr />
<div>To complete a project application the [[Application form]], the requested [[Documents|documents]], and the contact and bank information have to be submitted.<br />
<br />
== Add contact and bank information==<!--T:1--><br />
The “Contact & Bank information” section will be available on the dashboard as soon as the Application form has been submitted. Please click on “Contact & Bank information” on the dashboard:<br />
<br />
== Add project’s contact information ==<!--T:1--><br />
# Click on the tab “Project contacts” <br />
# Every project must name at least one project manager, one financial manager and one communication manager under “obligatory main contacts”. One person can have several positions.<br />
<br />
In addition, key data of other project contact persons can be listed under “additional contacts” and the project’s social media channels can be included under “social media”.<br />
<br />
== Add bank information == <!--T:1--><br />
# Click on the tab “Bank information” (if applicable) <br />
# Enter all necessary data<br />
# Click the “Save” button in the upper left corner.<br />
<br />
== Add bank information for an additional bank account == <!--T:1--><br />
To create an additional account, e.g. for the administration of Norwegian funding, please click “+ Bank account” at the bottom of the subpage “Bank information” (see F.3):<br />
<br />
== Add partner contacts == <!--T:1--><br />
# Click on the tab “Partner contacts”<br />
# Click on “+ Add partner contact” to enter the contact details of project partners incl. the lead partner. Every project partner must name one legal representative and one contact person. One person can have several positions.<br />
<br />
== Add associated organisation contacts == <!--T:1--><br />
# Click on the tab “Associated organisation contacts”<br />
# Click on “+ Add contact” to enter the contact details of associated organisations. Every associated organisation must name one legal representative and one contact person. One person can have several positions.<br />
<br />
== Submit contact and bank information == <!--T:1--><br />
# When all the sub-sections of the Contact & Bank information have been filled and without errors (with green tick marks), the submit button becomes available. <br />
# Click on “Submit” <br />
<br />
''Please note that after the initial submission (by the set deadline), the “Contact and bank information” section can be updated and re-sent to the MA/JS at any time. Only the latest version of the section will be visible to projects and the MA/JS. To add a new version of the Contact & Bank information, press the button "+Contact & Bank information".''<br />
<br />
== Edit contact and bank information == <!--T:1--><br />
# Click on “contact and bank information” on the dashboard<br />
# Click "+ Contact & Bank Information" on the upper part of the screen to create a new version of your “contact and bank information” <br />
# Edit your data and submit it when ready<br />
<br />
== Video tutorial ==<br />
[[File:contact.bank.mp4|border|1024px]]<br />
<br />
== Additional information == <!--T:1--><br />
''See also:'' [[Application form]], [[Documents|documents]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Accounts&diff=285Accounts2024-06-03T11:58:36Z<p>ARe: </p>
<hr />
<div>__FORCETOC__<br />
<br />
== General == <!--T:1--><br />
Each individual must have their own personalised account for [[BAMOS+]]. It is forbidden to pass on login data from one person to another (see Terms and Conditions for the use of [[BAMOS+]]). Please note that [[access|there are two independent levels of access in BAMOS+: The '''project level''' and the '''partner level'''.]]. <span style="background:#FFAE9C>This page is focussing on creating users on the '''project level'''</span>, information on [[Partner reports#Access to partner reports|creating accounts on the '''partner level''' can be found here.]]<br />
<br />
== Additional user accounts == <!--T:1--><br />
<br />
As an initial user of a project you will be able to create additional user accounts:<br />
# Select a project <br />
# Go to the dashboard<br />
# Select “Modify user” under Project Users<br />
# Click “New User” <br />
# Select one of the following [[roles]] for the user: '''''Read + Write + Submit''''', '''''Read + Write''''', '''''Read'''''.<br />
# Add the email address and confirm by clicking on “+ Add User”. The new user will receive an automatically generated email with the login information now.<br />
''Please note that only users with the role “Read + Write + submit” can create, edit or delete users''.<br />
<br />
''Please note that all email addresses should consist of lowercase letters only.<br />
<br />
''Please note that new user rights only become valid after a new login.<br />
<br />
== Additional user accounts (Video guidance) == <!--T:1--><br />
<br />
[[File:addusers.mp4|border|1024px]]<br />
<br />
== Delete an user account == <!--T:1--><br />
<br />
As an initial user of a project you will be able to delete user accounts:<br />
# Select a project <br />
# Go to the dashboard<br />
# Select “Modify user”<br />
# Click the “X” in the line of the account you want to delete<br />
# Confirm by clicking “delete”<br />
<br />
== Change password == <!--T:1--> <br />
<br />
# Click on the rack-wheel icon in the upper right corner of the screen<br />
# Click “change password”, follow the instructions and click “ok”<br />
<br />
== Change profile information == <!--T:1--> <br />
<br />
# Click on the rack-wheel icon in the upper right corner of the screen<br />
# Click “profile”, make your changes and click “Ok”<br />
<br />
''Please note that all email addresses should consist of lowercase letters only.<br />
<br />
== Why do I see my profile information after each login? == <!--T:1--><br />
<br />
If your profile information is not complete you will see this subsection after each login. <br />
If you only have one phone or fax number, just repeat the information in all fields. <br />
<br />
== Expired activation link == <!--T:1--> <br />
<br />
In case an activation link of an user account has expired, please turn via email to [mailto:helpdesk@bamos.eu helpdesk@bamos.eu]. <br />
<br />
== Additional information == <!--T:1--><br />
''See also:'' [[access]], [[Forgot Password|forgot password]], [[roles]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Forgot_Password&diff=284Forgot Password2024-06-03T11:58:10Z<p>ARe: /* Description */</p>
<hr />
<div>In case you forgot your password, please start following the procedure:<br />
<br />
== Description ==<br />
# Go to the [https://baplus.bamos.eu login page for the beneficiary and applicant's interface] of [[BAMOS+]].<br />
# Click on "Forgot Password?"<br />
# Enter your account's email address (please use lowercase letters)<br />
# Enter the displayed "captcha code".<br />
# Click "Request password"<br />
<br />
The credentials will be sent now to your email address. <br />
If you do not receive an email from the system after 5 minutes, please check your SPAM folder or check the spelling of the address.<br />
<br />
''Please note that all email addresses should consist of lowercase letters only.<br />
<br />
== Expiration ==<br />
Please note that the link which will be sent to you will only be valid for sixty minutes. If you miss that timeframe you will have to undergo this process again.<br />
<br />
== Video tutorial ==<br />
<br />
[[File:forgot.password.mp4|border|1024px]]<br />
<br />
''See also:'' [[accounts]], [[access]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Accounts&diff=283Accounts2024-06-03T11:58:02Z<p>ARe: </p>
<hr />
<div>__FORCETOC__<br />
<br />
== General == <!--T:1--><br />
Each individual must have their own personalised account for [[BAMOS+]]. It is forbidden to pass on login data from one person to another (see Terms and Conditions for the use of [[BAMOS+]]). Please note that [[access|there are two independent levels of access in BAMOS+: The '''project level''' and the '''partner level'''.]]. <span style="background:#FFAE9C>This page is focussing on creating users on the '''project level'''</span>, information on [[Partner reports#Access to partner reports|creating accounts on the '''partner level''' can be found here.]]<br />
<br />
== Additional user accounts == <!--T:1--><br />
<br />
As an initial user of a project you will be able to create additional user accounts:<br />
# Select a project <br />
# Go to the dashboard<br />
# Select “Modify user” under Project Users<br />
# Click “New User” <br />
# Select one of the following [[roles]] for the user: '''''Read + Write + Submit''''', '''''Read + Write''''', '''''Read'''''.<br />
# Add the email address and confirm by clicking on “+ Add User”. The new user will receive an automatically generated email with the login information now.<br />
''Please note that only users with the role “Read + Write + submit” can create, edit or delete users''.<br />
<br />
''Please note that all email addresses should consist of lowercase letters only.<br />
<br />
''Please note that new user rights only become valid after a new login.<br />
<br />
== Additional user accounts (Video guidance) == <!--T:1--><br />
<br />
[[File:addusers.mp4|border|1024px]]<br />
<br />
== Delete an user account == <!--T:1--><br />
<br />
As an initial user of a project you will be able to delete user accounts:<br />
# Select a project <br />
# Go to the dashboard<br />
# Select “Modify user”<br />
# Click the “X” in the line of the account you want to delete<br />
# Confirm by clicking “delete”<br />
<br />
== Change password == <!--T:1--> <br />
<br />
# Click on the rack-wheel icon in the upper right corner of the screen<br />
# Click “change password”, follow the instructions and click “ok”<br />
<br />
== Change profile information == <!--T:1--> <br />
<br />
# Click on the rack-wheel icon in the upper right corner of the screen<br />
# Click “profile”, make your changes and click “Ok”<br />
<br />
''Please note that all email addresses should consist of lower cases letters only.<br />
<br />
== Why do I see my profile information after each login? == <!--T:1--><br />
<br />
If your profile information is not complete you will see this subsection after each login. <br />
If you only have one phone or fax number, just repeat the information in all fields. <br />
<br />
== Expired activation link == <!--T:1--> <br />
<br />
In case an activation link of an user account has expired, please turn via email to [mailto:helpdesk@bamos.eu helpdesk@bamos.eu]. <br />
<br />
== Additional information == <!--T:1--><br />
''See also:'' [[access]], [[Forgot Password|forgot password]], [[roles]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Forgot_Password&diff=282Forgot Password2024-06-03T11:57:21Z<p>ARe: /* Description */</p>
<hr />
<div>In case you forgot your password, please start following the procedure:<br />
<br />
== Description ==<br />
# Go to the [https://baplus.bamos.eu login page for the beneficiary and applicant's interface] of [[BAMOS+]].<br />
# Click on "Forgot Password?"<br />
# Enter your account's email address (please use lowercase letters)<br />
# Enter the displayed "captcha code".<br />
# Click "Request password"<br />
<br />
The credentials will be sent now to your email address. <br />
If you do not receive an email from the system after 5 minutes, please check your SPAM folder or check the spelling of the address.<br />
''Please note that all email addresses should consist of lowercase letters only.<br />
<br />
== Expiration ==<br />
Please note that the link which will be sent to you will only be valid for sixty minutes. If you miss that timeframe you will have to undergo this process again.<br />
<br />
== Video tutorial ==<br />
<br />
[[File:forgot.password.mp4|border|1024px]]<br />
<br />
''See also:'' [[accounts]], [[access]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Progress_reports&diff=273Progress reports2023-04-24T13:20:42Z<p>ARe: </p>
<hr />
<div>Progress reports will be created by the MA/JS and can be found on the project under “Project reporting”. <br />
Remember to import relevant partner reports to the progress report via the '''“Partner Report Management section”''' found on the project dashboard under “Project reporting”. Please find more instructions here: [[Partner reports]].<br />
<br />
== Submit progress report form == <!--T:1--><br />
After you have validated all your data and only green ticks are shown in the menu, you can submit your reporting form. For this, you have to go to the “Submission” section, where you can press the “Submit” button, which transmits your progress report form to the MA/JS.<br />
<br />
'''''Be aware that you can submit your progress report form only once!''''' You will not be able to edit it any longer after submission until it is sent back to you by the MA/JS for adjustments/corrections. <br />
<br />
== Print progress report form == <!--T:1--><br />
As BAMOS+ is an online system fulfilling the request by the European Commission to reduce the amount of paper used in administrative processes, there is no printing function for the progress report. <br />
Please give access to your project data to users in your organisation as needed and/or copy and paste text from the form to another electronic document.<br />
<br />
== Additional information == <!--T:1--><br />
Presentation of the lead partner seminar for core projects: [https://interreg-baltic.eu/wp-content/uploads/2022/12/Day-2-presentation.pdf Practical aspects of reporting]<br />
<br><br />
[https://interreg-baltic.eu/toolkit/reporting/ Project toolkit for reporting]</div>ARehttps://www.bamoswiki.eu/index.php?title=Known_issues&diff=272Known issues2023-04-11T06:41:03Z<p>ARe: </p>
<hr />
<div>Below is a list of currently known issues that you might encounter when using [[BAMOS+]]. We are working on getting them fixed as soon as possible. <br />
<br />
''Currently, there are no known issues.''<br />
<br />
<br />
In case you encounter some technical difficulties that are not listed in this wiki, please turn by email to [mailto:helpdesk@bamos.eu helpdesk@bamos.eu].</div>ARehttps://www.bamoswiki.eu/index.php?title=Controller_section&diff=271Controller section2023-03-24T10:05:18Z<p>ARe: </p>
<hr />
<div>The controller section is available after approval of the project.<br><br />
This section lists the controllers designated for an approved project. The Designation Authorities are responsible for the controller account management. Neither the MA/JS, nor project or partner users have editing rights.<br><br />
Note that only core projects require controllers. Therefore, the section will be empty for all other types of projects (i.e. small projects, platforms, PACs, EUSBSR Point, Annual Forum, etc.). <br><br />
<br />
== Access to the controller section for Designation Authorities == <!--T:1--><br />
For Designation Authorities to get access to the controller section, the legal representative of each designation authority has to appoint one designation authority user and one deputy designation authority user. For this purpose, the legal representative has to complete the “Appointing document of designation authority user(s) in BAMOS+”, sign it and submit it to the MA/JS. The [https://interreg-baltic.eu/service/contacts/managing-authority-joint-secretariat/ MA/JS] provides all designation authorities of the Programme with the template and further instructions.<br><br />
'''''Please note that designation authority users cannot create further designation authority user accounts.''''' Only persons indicated in the appointing document are authorised to act as designation authority users.<br />
<br />
== Deactivate Designation Authority users == <!--T:1--><br />
To deactivate a Designation Authority user, the legal representative of the Designation Authority has to send a request via e-mail to the [https://interreg-baltic.eu/service/contacts/managing-authority-joint-secretariat/ MA/JS].<br><br />
The MA/JS will undertake the relevant steps for deactivation.<br />
After deactivation, the user will not be able to access BAMOS+ anymore.<br />
<br />
== Add controller users == <!--T:1--><br />
To add a controller to project partners, the Designation Authority user has to:<br />
# Go to the dashboard of the respective project<br />
# Select “Modify Controllers” under ‘Controller’<br />
# Select “+ New Controller”<br />
# Add the controller data<br />
# Select the partner(s) for whom the controller shall verify the real costs<br />
# Confirm the data entry by clicking on “Designate Controller”<br />
# Confirm the designation by clicking on “Yes”.<br />
Immediately after confirmation, the controller will be added as a user to the partner report of the selected partner(s). Persons that have not been users of BAMOS+ will also receive an activation link to activate their user accounts.<br><br />
'''''Please note: this activation link must be activated within two weeks!'''''<br />
<br />
== Deactivate Controllers == <!--T:1--><br />
The Designation Authorities are responsible for overseeing controller user accounts, including deactivating accounts of controller users who are no longer working for a particular project partner.<br><br />
To deactivate a controller, the Designation Authority user has to:<br />
# Go to the dashboard of the respective project<br />
# Select “Modify Controllers” under ‘Controller’<br />
# Select “X” for the controller that shall be deactivated<br />
# Confirm the deactivation by clicking on “Yes”.<br />
After deactivation, the login data of the Controller is kept. The Controller can still read, but not edit the partner reports that were available at the point of deactivation. <br />
<br />
== Modifying and deactivating controller user data == <!--T:1--><br />
Designation authorities are responsible for keeping data related to the controller users from the country up-to-date. In case the data of a controller user changes, the designation authority user has to deactivate the controller in all projects for which it had been active (see above). Then, the designation authority user has to add a new controller user with the correct data.</div>ARehttps://www.bamoswiki.eu/index.php?title=Controller_section&diff=270Controller section2023-03-24T09:47:57Z<p>ARe: </p>
<hr />
<div>The controller section is available after approval of the project.<br><br />
This section lists the controllers designated for an approved project. The Designation Authorities are responsible for the controller account management. Neither the MA/JS, nor project or partner users have editing rights.<br><br />
Note that only core projects require controllers. Therefore, the section will be empty for all other types of projects (i.e. small projects, platforms, PACs, EUSBSR Point, Annual Forum, etc.).<br />
<br />
== Access to the controller section for Designation Authorities == <!--T:1--><br />
For Designation Authorities to get access to the controller section, the legal representative of each designation authority has to appoint one designation authority user and one deputy designation authority user. For this purpose, the legal representative has to complete the “Appointing document of designation authority user(s) in BAMOS+”, sign it and submit it to the MA/JS. The [https://interreg-baltic.eu/service/contacts/managing-authority-joint-secretariat/ MA/JS] provides all designation authorities of the Programme with the template and further instructions.<br><br />
'''''Please note that designation authority users cannot create further designation authority user accounts.''''' Only persons indicated in the appointing document are authorised to act as designation authority users.<br />
<br />
== Deactivate Designation Authority users == <!--T:1--><br />
To deactivate a Designation Authority user, the legal representative of the Designation Authority has to send a request via e-mail to the [https://interreg-baltic.eu/service/contacts/managing-authority-joint-secretariat/ MA/JS].<br><br />
The MA/JS will undertake the relevant steps for deactivation.<br />
After deactivation, the user will not be able to access BAMOS+ anymore.<br />
<br />
== Add controller users == <!--T:1--><br />
To add a controller to project partners, the Designation Authority user has to:<br />
# Go to the dashboard of the respective project<br />
# Select “Modify Controllers” under ‘Controller’<br />
# Select “+ New Controller”<br />
# Add the controller data<br />
# Select the partner(s) for whom the controller shall verify the real costs<br />
# Confirm the data entry by clicking on “Designate Controller”<br />
# Confirm the designation by clicking on “Yes”.<br />
Immediately after confirmation, the controller will be added as a user to the partner report of the selected partner(s). Persons that have not been users of BAMOS+ will also receive an activation link to activate their user accounts.<br><br />
'''''Please note: this activation link must be activated within two weeks!'''''<br />
<br />
== Deactivate Controllers == <!--T:1--><br />
The Designation Authorities are responsible for overseeing controller user accounts, including deactivating accounts of controller users who are no longer working for a particular project partner.<br><br />
To deactivate a controller, the Designation Authority user has to:<br />
# Go to the dashboard of the respective project<br />
# Select “Modify Controllers” under ‘Controller’<br />
# Select “X” for the controller that shall be deactivated<br />
# Confirm the deactivation by clicking on “Yes”.<br />
After deactivation, the login data of the Controller is kept. The Controller can still read, but not edit the partner reports that were available at the point of deactivation. <br />
<br />
== Modifying and deactivating controller user data == <!--T:1--><br />
Designation authorities are responsible for keeping data related to the controller users from the country up-to-date. In case the data of a controller user changes, the designation authority user has to deactivate the controller in all projects for which it had been active (see above). Then, the designation authority user has to add a new controller user with the correct data.</div>ARehttps://www.bamoswiki.eu/index.php?title=Controller_section&diff=269Controller section2023-03-24T09:35:48Z<p>ARe: </p>
<hr />
<div>The controller section is available after approval of the project.<br><br />
This section lists the controllers designated for an approved project. The Designation Authorities are responsible for the controller account management. Neither the MA/JS, nor project or partner users have editing rights.<br><br />
Note that only core projects require controllers. Therefore, the section will be empty for all other types of projects (i.e. small projects, platforms, PACs, EUSBSR Point, Annual Forum, etc.).<br />
<br />
== Access to the controller section for Designation Authorities == <!--T:1--><br />
For Designation Authorities to get access to the controller section, the legal representative of each designation authority has to appoint one designation authority user and one deputy designation authority user. For this purpose, the legal representative has to complete the “Appointing document of designation authority user(s) in BAMOS+”, sign it and submit it to the MA/JS. The MA/JS provides all designation authorities of the Programme with the template and further instructions.<br />
Note that designation authority users cannot create further designation authority user accounts. Only persons indicated in the appointing document are authorised to act as designation authority users.<br />
<br />
== Deactivate Designation Authority users == <!--T:1--><br />
To deactivate a Designation Authority user, the legal representative of the Designation Authority has to send a request via e-mail to the MA/JS.<br />
The MA/JS will undertake the relevant steps for deactivation.<br />
After deactivation, the user will not be able to access BAMOS+ anymore.<br />
<br />
== Add controller users == <!--T:1--><br />
To add a controller to project partners, the Designation Authority user has to:<br />
# Go to the dashboard of the respective project<br />
# Select “Modify Controllers” under ‘Controller’<br />
# Select “+ New Controller”<br />
# Add the controller data<br />
#. Select the partner(s) for whom the controller shall verify the real costs<br />
# Confirm the data entry by clicking on “Designate Controller”<br />
# Confirm the designation by clicking on “Yes”.<br />
Immediately after confirmation, the controller will be added as a user to the partner report of the selected partner(s). Persons that have not been users of BAMOS+ will also receive an activation link to activate their user accounts. Please note: this activation link must be activated within two weeks!<br />
<br />
== Deactivate Controllers == <!--T:1--><br />
The Designation Authorities are responsible for overseeing controller user accounts, including deactivating accounts of controller users who are no longer working for a particular project partner.<br />
To deactivate a controller, the Designation Authority user has to<br />
# Go to the dashboard of the respective project<br />
# Select “Modify Controllers” under ‘Controller’<br />
# Select “X” for the controller that shall be deactivated<br />
# Confirm the deactivation by clicking on “Yes”.<br />
After deactivation, the login data of the Controller is kept. The Controller can still read, but not edit the partner reports that were available at the point of deactivation. <br />
<br />
== Modifying and deactivating controller user data == <!--T:1--><br />
Designation authorities are responsible for keeping data related to the controller users from the country up-to-date. In case the data of a controller user changes, the designation authority user has to deactivate the controller in all projects for which it had been active (see above). Then, the designation authority user has to add a new controller user with the correct data.</div>ARehttps://www.bamoswiki.eu/index.php?title=Controller_section&diff=268Controller section2023-03-24T09:31:07Z<p>ARe: Created page with "The controller section is available after approval of the project.<br> This section lists the controllers designated for an approved project. The Designation Authorities are r..."</p>
<hr />
<div>The controller section is available after approval of the project.<br><br />
This section lists the controllers designated for an approved project. The Designation Authorities are responsible for the controller account management. Neither the MA/JS, nor project or partner users have editing rights.<br><br />
Note that only core projects require controllers. Therefore, the section will be empty for all other types of projects (i.e. small projects, platforms, PACs, EUSBSR Point, Annual Forum, etc.).</div>ARehttps://www.bamoswiki.eu/index.php?title=Main_Page&diff=267Main Page2023-03-24T09:28:43Z<p>ARe: /* Content */</p>
<hr />
<div> __NOTOC__<br />
==Welcome to the BAMOS+ Wiki==<br />
<br />
In this wiki you'll find '''all information related to the technical aspects and usage''' of the [[BAMOS+|electronic Monitoring System BAMOS+]] of the [http://www.interreg-baltic.eu Baltic Sea Region Programme]. The software application documents the whole life cycle of a project from the application phase over assessment, funding decision, project monitoring, payment to the project closure.<br /><br /><br />
<br />
Please note that BAMOS+ is a new iteration of the software [[BAMOS]], which was used in the previous programme period. '''[[Accounts]] (and passwords) created under BAMOS cannot be used under BAMOS+ and vice versa.''' So potential applicants have to apply for a separate, new [[Accounts|account]]. Also the [https://baplus.bamos.eu login] page differs.<br />
<br />
With the introduction of [[Progress Reports]] and [[Partner Reports]] there are now two independent levels of access in BAMOS+ (project level vs. partner level). '''Access to both levels has to be defined independently.''' [[Access|Further information on the topic can be found here.]]<br />
<br /><br /><br />
In case you have content-related questions or questions regarding the application process as such, please turn to the [https://interreg-baltic.eu/service/contacts/managing-authority-joint-secretariat/ colleagues of the Project or Finance Unit of the Joint Secretariat].<br /><br /><br />
<br />
== Content ==<br />
<br />
{| style="width: 100%;"<br />
|style="width: 25%"|''1. General Information''<br />
|style="width: 25%"|''2. Access and accounts''<br />
|style="width: 25%"|''3. Usage''<br />
|style="width: 25%"|''4. Other''<br />
|-<br />
|<br />
* [[BAMOS]]<br />
|<br />
* [[Access]]<br />
|<br />
* [[Editing data]]<br />
|<br />
* <span style="background:#FFAE9C>[[Known issues | Known issues/problems]]</span> <br />
|-<br />
|<br />
* [[BAMOS+]]<br />
|<br />
* [[Accounts]]<br />
|<br />
* [[Application form]]<br />
|<br />
|-<br />
|<br />
* [[Rounding]]<br />
|<br />
* [[Forgot Password|Forgot password]]<br />
|<br />
* [[Contact and bank information]]<br />
|<br />
|-<br />
| <br />
* [[Software and hardware requirements]]<br />
|<br />
* [[Roles]]<br />
|<br />
* [[Documents]]<br />
|<br />
|-<br />
| <br />
* [[Additional help]]<br />
|<br />
|<br />
* [[State Aid section]]<br />
|<br />
|-<br />
| <br />
|<br />
|<br />
* [[Messaging Centre]]<br />
|<br />
|-<br />
| <br />
|<br />
|<br />
* [[Clarification forms]]<br />
|<br />
|-<br />
| <br />
|<br />
|<br />
* [[Partner reports]]<br />
|<br />
|-<br />
| <br />
|<br />
|<br />
* [[Progress reports]]<br />
|<br />
|-<br />
| <br />
|<br />
|<br />
* [[Controller section]]<br />
|<br />
|}<br />
<br />
== Further Information ==<br />
<embedvideo service="youtube" dimensions="1024px">https://www.youtube.com/watch?v=FH17AhU0yxY&t</embedvideo><br />
<br />
== Guidance on the usage of a wiki ==<br />
* https://en.wikipedia.org/wiki/Help:Wikitext<br />
* [https://www.mediawiki.org/wiki/Special:MyLanguage/Manual:FAQ MediaWiki FAQ]<br />
== Brought to you by ==<br />
[[File:Bsr.logo.eu.jpg]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Roles&diff=266Roles2023-03-24T09:25:25Z<p>ARe: </p>
<hr />
<div>User roles are permission sets that control access to certain areas and features in a software.<br />
__FORCETOC__<br />
<br />
== User roles on project level == <!--T:1--><br />
<br />
[[BAMOS+]] has different roles for [[project users]]:<br />
<br />
{| class="wikitable"<br />
|- style="vertical-align:top;"<br />
! scope="col"| Project role<br />
! scope="col"| Who is this?<br />
! scope="col"| Duties and system rights<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read+Write+Submit<br />
| style="text-align:left;" | Person(s) employed by and representing the lead partner organisation for a particular project, who are authorised to submit data, documents, forms and communication on behalf of the lead partner organisation.<br />
| style="text-align:left;" | Has full read, write and submit rights for all sections on project level, including the [[Messaging Centre]].<br />
Manages information related to the particular project.<br />
Attributes and revokes user roles on project and partner level, except for control.<br />
Must keep project data and user roles up-to-date.<br />
Submits data, documents, forms and communication to the [[MA/JS]].<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read+Write<br />
| style="text-align:left;" | Person(s) employed or contracted by the lead partner organisation and representing it for a particular project.<br />
| style="text-align:left;" | Has read and write rights on the project level, except the Messaging Centre.<br />
Cannot attribute or revoke any roles.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read<br />
| style="text-align:left;" | Person(s) with read-only rights for a particular project.<br />
| style="text-align:left;" | Has read rights on project level, except for sections with personal data. <br />
Cannot attribute or revoke any roles.<br />
<br />
|}<br />
<br />
== User roles on partner level == <!--T:1--><br />
<br />
[[BAMOS+]] has different roles for [[project partner users]]:<br />
{| class="wikitable"<br />
|- style="vertical-align:top;"<br />
! scope="col"| Project role<br />
! scope="col"| Who is this?<br />
! scope="col"| Duties and system rights<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read+Write+Submit<br />
| style="text-align:left;" | Person(s) employed by and representing the project partner organisation for a particular project, who are authorised to submit data, documents and forms on behalf of the project partner organisation.<br />
| style="text-align:left;" | Has full read, write and submit rights for all sections on partner level related to its particular project partner organisation. <br />
Has read rights for the control section related to its particular project partner organisation.<br />
Manages information related to the particular project partner.<br />
Must keep project partner data up-to-date.<br />
Submits data, documents and forms to the lead partner.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read+Write<br />
| style="text-align:left;" | Person(s) employed or contracted by the project partner organisation and representing it for a particular project.<br />
| style="text-align:left;" | Has read and write rights for all sections on partner level related to its particular project partner organisation.<br />
Has read rights for the control section related to its particular project partner organisation.<br />
Cannot attribute or revoke any roles.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read<br />
| style="text-align:left;" | Person(s) with read-only rights for a particular project partner.<br />
| style="text-align:left;" | Has read rights on partner level for (a) particular project partner organisation(s), except for sections with personal data. <br />
Cannot attribute or revoke any roles.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Lead Partner<br />
| style="text-align:left;" | Person(s) employed by and representing the lead partner organisation for a particular project.<br />
| style="text-align:left;" | Has read rights on partner level for all project partner organisations within the project.<br />
Can attribute or revoke roles.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Controller<br />
| style="text-align:left;" | Person(s) being responsible for the control of a particular project partner in a particular project.<br />
| style="text-align:left;" | Has read rights in all sections on the project level, except for sections with personal data.<br />
Has read rights in all sections on partner level and, in addition, write and submit rights for the control section.<br />
Cannot attribute or revoke any roles.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Designation Authority<br />
| style="text-align:left;" | Person(s) being responsible for the designation of (a) controller(s).<br />
| style="text-align:left;" | Has read, write and submit rights in the Controller designation section only. <br />
Can attribute and revoke only the role of a controller.<br />
<br />
|}<br />
<br />
== Change the role of a user == <!--T:1--><br />
<br />
To change a user’s role, you have to<br />
# Select “Modify users” under Project Users/Partner Users<br />
# Select the user whose role you wish to change<br />
# Choose the new role and confirm by clicking on “Change”. <br />
<br />
The login data of the user stays the same if you indicate the same email address as in the original account. <br><br />
Note that this procedure does not apply to Controllers or Designation Authority users. Information on the modification of controller and designation user accounts can be found [[Controller section|here.]]<br />
<br />
== Additional information == <!--T:1--><br />
''See also:'' [[access]], [[accounts]], [[Forgot Password|forgot password]]</div>ARehttps://www.bamoswiki.eu/index.php?title=State_Aid_section&diff=265State Aid section2023-03-24T09:22:08Z<p>ARe: </p>
<hr />
<div>The State Aid section provides details on the State aid relevance of the project partners listed in an application.<br />
<br />
The [https://interreg-baltic.eu/service/contacts/managing-authority-joint-secretariat/ MA/JS] updates the data. Project users neither have to add data nor submit the section.<br />
<br />
== How to access the State Aid section? ==<br />
[[File:Stateaidsection.mp4|border|1024px]]<br />
<br />
== Additional information == <!--T:1--><br />
[https://interreg-baltic.eu/toolkit/state-aid/ Project toolkit for State Aid]</div>ARehttps://www.bamoswiki.eu/index.php?title=State_Aid_section&diff=264State Aid section2023-03-24T09:20:54Z<p>ARe: </p>
<hr />
<div>The State Aid section provides details on the State aid relevance of the project partners listed in an application.<br />
<br />
The [[MA/JS]] updates the data. Project users neither have to add data nor submit the section.<br />
<br />
== How to access the State Aid section? ==<br />
[[File:Stateaidsection.mp4|border|1024px]]<br />
<br />
== Additional information == <!--T:1--><br />
[https://interreg-baltic.eu/toolkit/state-aid/ Project toolkit for State Aid]</div>ARehttps://www.bamoswiki.eu/index.php?title=Access&diff=263Access2023-03-24T09:18:28Z<p>ARe: </p>
<hr />
<div>__FORCETOC__<br />
<br />
== General == <!--T:1--><br />
<br />
There are two independent levels of access in BAMOS+: The '''project level''' and the '''partner level''': <br />
<br />
*[[Access#Application phase: Access to the project level|Access to the '''project level''' is provided in the application phase.]] All information related to the overall project, like [[Application form]], [[Contact and bank information]], [[State Aid]], and [[Documents]] are stored there. <br />
<br />
*The '''partner level''' only becomes relevant in case a project has been approved and enters the stage of monitoring. Information stored here is focussing on partners as the partner reports and certifications.<br />
<br />
'''Access to both levels has to be defined independently.'''<br />
<br />
== Application phase: Access to the project level == <!--T:1--><br />
<br />
During the application phase project idea owners will reach a point, where access to BAMOS+ becomes relevant. Only lead partners who submitted the Project Idea Form (PIF) and received their registration number can apply for a [[BAMOS+]] [[accounts|account]]. You will need access to this system in order to develop and submit your full application.<br /><br /><br />
The legal representative of the lead partner organisation has to appoint a person from its organisation that will represent them. This person is called the ''initial user''. You will need to indicate this person in your request for a BAMOS+ [[accounts|account]]. The ''initial user'' can then create further [[accounts|account]] for other users afterwards. <br /><br /><br />
You will need to download the Appointing document of the initial user from the [https://interreg-baltic.eu/gateway/bamos-account/ gateway for applicants]. After filling it in and signing it, you will need to submit it to the MA/JS at [mailto:account@bamos.eu account@bamos.eu].<br /><br /><br />
<br />
''See also:'' [[accounts]], [[Forgot Password|forgot password]]<br />
<br />
== After approval: Access to the partner level == <!--T:1--><br />
<br />
Access to the '''partner level''' will be granted automatically after the approval of the project to the Lead partner. Even though the lead partner has already provided access to certain partners to the project level, [[Partner reports#Access to partner reports|access has to be provided for each user to every corresponding partner|]]. <br />
<br />
''See also:'' [[Partner reports]]<br />
<br />
== Access for Controllers == <!--T:1--><br />
<br />
Controllers will receive access to the project and the partner level. The access will be provided by the Designation Authority and not by the MA/JS and/or the Lead Partner.<br />
Please find further details about each national control system, contact details, and requirements for controllers on the [https://interreg-baltic.eu/toolkit/control/ Programme portal].<br />
Information on the designation of controllers in BAMOS+ can be found [[Controller section|here.]]<br />
<br />
== Access for Designation Authorities == <!--T:1--><br />
The legal representative of each designation authority has to appoint one designation authority user and one deputy designation authority user. <br />
Information on access for Designation Authorities can be found [[Controller section|here.]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Access&diff=262Access2023-03-24T09:17:17Z<p>ARe: </p>
<hr />
<div>__FORCETOC__<br />
<br />
== General == <!--T:1--><br />
<br />
There are two independent levels of access in BAMOS+: The '''project level''' and the '''partner level''': <br />
<br />
*[[Access#Application phase: Access to the project level|Access to the '''project level''' is provided in the application phase.]] All information related to the overall project, like [[Application form]], [[Contact and bank information]], [[State Aid]], and [[Documents]] are stored there. <br />
<br />
*The '''partner level''' only becomes relevant in case a project has been approved and enters the stage of monitoring. Information stored here is focussing on partners as the partner reports and certifications.<br />
<br />
'''Access to both levels has to be defined independently.'''<br />
<br />
== Application phase: Access to the project level == <!--T:1--><br />
<br />
During the application phase project idea owners will reach a point, where access to BAMOS+ becomes relevant. Only lead partners who submitted the Project Idea Form (PIF) and received their registration number can apply for a [[BAMOS+]] [[accounts|account]]. You will need access to this system in order to develop and submit your full application.<br /><br /><br />
The legal representative of the lead partner organisation has to appoint a person from its organisation that will represent them. This person is called the ''initial user''. You will need to indicate this person in your request for a BAMOS+ [[accounts|account]]. The ''initial user'' can then create further [[accounts|account]] for other users afterwards. <br /><br /><br />
You will need to download the Appointing document of the initial user from the [https://interreg-baltic.eu/gateway/bamos-account/ gateway for applicants]. After filling it in and signing it, you will need to submit it to the MA/JS at [mailto:account@bamos.eu account@bamos.eu].<br /><br /><br />
<br />
''See also:'' [[accounts]], [[Forgot Password|forgot password]]<br />
<br />
== After approval: Access to the partner level == <!--T:1--><br />
<br />
Access to the '''partner level''' will be granted automatically after the approval of the project to the Lead partner. Even though the lead partner has already provided access to certain partners to the project level, [[Partner reports#Access to partner reports|access has to be provided for each user to every corresponding partner|]]. <br />
<br />
''See also:'' [[Partner reports]]<br />
<br />
== Access for Controllers == <!--T:1--><br />
<br />
Controllers will receive access to the project and the partner level. The access will be provided by the Designation Authority and not by the MA/JS and/or the Lead Partner.<br />
Please find further details about each national control system, contact details, and requirements for controllers on the [https://interreg-baltic.eu/toolkit/control/ Programme portal].<br />
Information on the designation of controllers in BAMOS+ can be found [[Controller section|here.]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Known_issues&diff=261Known issues2023-03-21T10:25:58Z<p>ARe: </p>
<hr />
<div>Below is a list of currently known issues that you might encounter when using [[BAMOS+]]. We are working on getting them fixed as soon as possible. <br />
<br />
# Notifications from the Messaging Centre to your email do not work correctly. Please check your Messaging Centre directly for any new correspondence. <br />
<br />
<br />
In case you encounter some technical difficulties that are not listed in this wiki, please turn by email to [mailto:helpdesk@bamos.eu helpdesk@bamos.eu].</div>ARehttps://www.bamoswiki.eu/index.php?title=Messaging_Centre&diff=254Messaging Centre2023-03-17T10:54:08Z<p>ARe: </p>
<hr />
<div>The Messaging Centre is used for all communications between the Lead Partner and the [[MA/JS]]. This section is only accessible for approved projects. <br />
== Difference between the Messaging Centre and an email == <!--T:1--><br />
While email is communication between individuals, the Messaging Centre is for the direct exchange between the MA/JS and the Lead partner, i.e. all users with the ''Read+Write+Submit'' rights in BAMOS+. All users with the corresponding rights will have full access to the complete communication (sent and received messages) at any time.<br />
<br />
== Attachments == <!--T:1--><br />
The Messaging Centre supports attachments with a file size of 10MB each. The number of attachments per message is not limited. <br />
== Checking messages== <!--T:1--><br />
New messages are shown on your dashboard under the “Project Messages” section. Alternatively, you can access the Messaging Centre via the menu at the top of the page. You will also receive an email notification to your registered email box if a new message arrives via the Messaging Centre (see also ''Setting up email notifications'').<br />
== Setting up email notifications == <!--T:1--><br />
Enter your profile settings via the rack-wheel-icon in the upper right corner of the page and select “profile”. At the bottom of the page, you will find a section called “Messaging Centre Configuration”, where you can change the interval for the email notifications. Please note that if you want to receive notifications on your email regarding new messages in the Messaging Centre, you must add a notification period greater than 0 hours. In this case, you will receive a notification on your email until the message is read. A notification period of 0 hours means you will not receive any notifications on your email. By default, the notification period has been set to 0.<br />
<br />
== Sorting messages == <!--T:1--><br />
You can sort messages in your inbox by clicking on the header of the message table. Messages can be sorted by subject, tags or received date.<br />
== Sending messages == <!--T:1--><br />
# Click “New Message.”<br />
# Enter the subject and the text.<br />
# If applicable: add an attachment by clicking on “Attach”<br />
# Click “Send”. <br />
# To answer a message received, click “Respond” under a received message. <br />
== Deleting messages== <!--T:1--><br />
Messages cannot be deleted but can be moved from your inbox to the archive by clicking on the box symbol in the inbox next to the message. To remove messages back from the archive, you have to go to the “Archive” tab and click once more on the box symbol.<br />
<br />
== Tagging messages == <!--T:1--><br />
You can add tags (keywords) for each email to keep track of your messages. For this, open the incoming message, enter tags and click on “save tags”. <br />
== Marking messages as “favourite” == <!--T:1--><br />
To highlight important messages, they can be marked as a “favourite” by clicking on the star in the inbox next to the message . To remove the highlight, you have to click again on the star. All messages marked as favourites can also be found under the tab “Favourites”.</div>ARehttps://www.bamoswiki.eu/index.php?title=Messaging_Centre&diff=253Messaging Centre2023-03-17T10:53:12Z<p>ARe: </p>
<hr />
<div>The Messaging Centre is used for all communications between the Lead Partner and the [[MA/JS]]. This section is only accessible for approved projects. <br />
== Difference between the Messaging Centre and an email == <!--T:1--><br />
While email is communication between individuals, the Messaging Centre is for the direct exchange between the MA/JS and the Lead partner, i.e. all users with the ''Read+Write+Submit'' rights in BAMOS+. All users with the corresponding rights will have full access to the complete communication (sent and received messages) at any time.<br />
<br />
== Attachments == <!--T:1--><br />
The Messaging Centre supports attachments with a file size of 10MB each. The number of attachments per message is not limited. <br />
== Checking messages== <!--T:1--><br />
New messages are shown on your dashboard under the “Project Messages” section. Alternatively, you can access the Messaging Centre via the menu at the top of the page. You will also receive an email notification to your registered email box if a new message arrives via the Messaging Centre (see also ''Setting up email notifications'').<br />
== Setting up email notifications == <!--T:1--><br />
Enter your profile settings via the rack-wheel-icon in the upper right corner of the page and select “profile”. At the bottom of the page, you will find a section called “Messaging Centre Configuration”, where you can change the interval for the email notifications. Please note that if you want to receive notifications on your email regarding new messages in the Messaging Centre, you must add a notification period greater than 0 hours. In this case, you will receive a notification on your email until the message is read. A notification period of 0 hours means you will not receive any notifications on your email. By default, the notifications have been set to 0.<br />
<br />
== Sorting messages == <!--T:1--><br />
You can sort messages in your inbox by clicking on the header of the message table. Messages can be sorted by subject, tags or received date.<br />
== Sending messages == <!--T:1--><br />
# Click “New Message.”<br />
# Enter the subject and the text.<br />
# If applicable: add an attachment by clicking on “Attach”<br />
# Click “Send”. <br />
# To answer a message received, click “Respond” under a received message. <br />
== Deleting messages== <!--T:1--><br />
Messages cannot be deleted but can be moved from your inbox to the archive by clicking on the box symbol in the inbox next to the message. To remove messages back from the archive, you have to go to the “Archive” tab and click once more on the box symbol.<br />
<br />
== Tagging messages == <!--T:1--><br />
You can add tags (keywords) for each email to keep track of your messages. For this, open the incoming message, enter tags and click on “save tags”. <br />
== Marking messages as “favourite” == <!--T:1--><br />
To highlight important messages, they can be marked as a “favourite” by clicking on the star in the inbox next to the message . To remove the highlight, you have to click again on the star. All messages marked as favourites can also be found under the tab “Favourites”.</div>ARehttps://www.bamoswiki.eu/index.php?title=Messaging_Centre&diff=252Messaging Centre2023-03-17T10:52:19Z<p>ARe: </p>
<hr />
<div>The Messaging Centre is used for all communications between the Lead Partner and the [[MA/JS]]. This section is only accessible for approved projects. <br />
== Difference between the Messaging Centre and an email == <!--T:1--><br />
While email is communication between individuals, the Messaging Centre is for the direct exchange between the MA/JS and the Lead partner, i.e. all users with the ''Read+Write+Submit'' rights in BAMOS+. All users with the corresponding rights will have full access to the complete communication (sent and received messages) at any time.<br />
<br />
== Attachments == <!--T:1--><br />
The Messaging Centre supports attachments with a file size of 10MB each. The number of attachments per message is not limited. <br />
== Checking messages== <!--T:1--><br />
New messages are shown on your dashboard under the “Project Messages” section. Alternatively, you can access the Messaging Centre via the menu at the top of the page. You will also receive an email notification to your registered email box if a new message arrives via the Messaging Centre (see also ''Setting up email notifications'').<br />
== Setting up email notifications == <!--T:1--><br />
Enter your profile settings via the rack-wheel-icon in the upper right corner of the page and select “profile”. At the bottom of the page, you will find a section called “Messaging Centre Configuration”, where you can change the interval for the email notifications. Please note that if you want to receive notifications on your email regarding new messages in the Messaging Centre, you must add a notification period greater than 0 hours. In this case, you will receive a notification on your email until the message is read. A notification period of 0 hours means you will not receive any notifications on your email.<br />
<br />
== Sorting messages == <!--T:1--><br />
You can sort messages in your inbox by clicking on the header of the message table. Messages can be sorted by subject, tags or received date.<br />
== Sending messages == <!--T:1--><br />
# Click “New Message.”<br />
# Enter the subject and the text.<br />
# If applicable: add an attachment by clicking on “Attach”<br />
# Click “Send”. <br />
# To answer a message received, click “Respond” under a received message. <br />
== Deleting messages== <!--T:1--><br />
Messages cannot be deleted but can be moved from your inbox to the archive by clicking on the box symbol in the inbox next to the message. To remove messages back from the archive, you have to go to the “Archive” tab and click once more on the box symbol.<br />
<br />
== Tagging messages == <!--T:1--><br />
You can add tags (keywords) for each email to keep track of your messages. For this, open the incoming message, enter tags and click on “save tags”. <br />
== Marking messages as “favourite” == <!--T:1--><br />
To highlight important messages, they can be marked as a “favourite” by clicking on the star in the inbox next to the message . To remove the highlight, you have to click again on the star. All messages marked as favourites can also be found under the tab “Favourites”.</div>ARehttps://www.bamoswiki.eu/index.php?title=Known_issues&diff=251Known issues2023-03-09T11:24:20Z<p>ARe: </p>
<hr />
<div>Below is a list of currently known issues that you might encounter when using [[BAMOS+]]. We are working on getting them fixed as soon as possible. <br />
<br />
# Notifications from the Messaging Centre to your email do not work correctly. Please check your Messaging Centre directly for any new correspondence. <br />
# The pdf of the application form is missing information in sections 7.1.1, 7.1.2, 7.1.3<br />
<br />
<br />
In case you encounter some technical difficulties that are not listed in this wiki, please turn by email to [mailto:helpdesk@bamos.eu helpdesk@bamos.eu].</div>ARehttps://www.bamoswiki.eu/index.php?title=Known_issues&diff=250Known issues2023-03-09T11:23:03Z<p>ARe: </p>
<hr />
<div>Below is a list of currently known issues that you might encounter when using [[BAMOS+]]. We are working on getting them fixed as soon as possible. <br />
<br />
# Notifications from the Messaging Centre to your email do not work correctly. Please check your Messaging Centre directly for any new correspondence. <br />
# The pdf of the application form is missing information regarding sections 7.1.1, 7.1.2, 7.1.3<br />
<br />
<br />
In case you encounter some technical difficulties that are not listed in this wiki, please turn by email to [mailto:helpdesk@bamos.eu helpdesk@bamos.eu].</div>ARehttps://www.bamoswiki.eu/index.php?title=Known_issues&diff=249Known issues2023-03-09T11:22:36Z<p>ARe: </p>
<hr />
<div>Below is a list of currently known issues that you might encounter when using [[BAMOS+]]. We are working on getting them fixed as soon as possible. <br />
<br />
# Notifications from the Messaging Centre to your email do not work correctly. Please check your Messaging Centre directly for any new correspondence. <br />
# The pdf is missing information regarding sections 7.1.1, 7.1.2, 7.1.3<br />
<br />
<br />
In case you encounter some technical difficulties that are not listed in this wiki, please turn by email to [mailto:helpdesk@bamos.eu helpdesk@bamos.eu].</div>ARehttps://www.bamoswiki.eu/index.php?title=State_Aid_section&diff=248State Aid section2023-03-09T11:12:16Z<p>ARe: </p>
<hr />
<div>The State Aid section will be available after submitting the application form. <br />
<br />
This section provides details on the State aid relevance of the project partners listed in an application. The [[MA/JS]] updates the data. Project users neither have to add data nor submit the section.<br />
<br />
== How to access the State Aid section? ==<br />
[[File:Stateaidsection.mp4|border|1024px]]<br />
<br />
== Additional information == <!--T:1--><br />
[https://interreg-baltic.eu/toolkit/state-aid/ Project toolkit for State Aid]</div>ARehttps://www.bamoswiki.eu/index.php?title=Partner_reports&diff=247Partner reports2023-03-09T11:10:48Z<p>ARe: </p>
<hr />
<div>Partner reports can be created by the Lead Partner via the '''Partner Report Management''' section found on the project dashboard under “Project reporting”.<br />
<br />
== Generate partner reports == <!--T:1--><br />
Under the tab “Generate PPR”, the Lead Partner can generate partner reports for all partners: <br />
# Tick the boxes for the partners you wish to generate partner reports. <br />
# Press “+Generate Partner Reports”.<br />
== Import partner reports == <!--T:1--><br />
Once the partners have submitted their partner reports, the partner reports will appear under “Import PPR” (''please note: progress report needs to be available for editing on the Dashboard; progress reports are initialised by the staff of the MA/JS''). In this section, the Lead Partner can choose the partners whose partner report they wish to include in the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to import to the progress report. <br />
# Press “+Import”<br />
The list of imported partner reports will be visible under the progress report tab “11. Imported partner reports”. <br />
== Remove partner reports == <!--T:1--><br />
In some cases, the Lead Partner might decide to remove the partner report from the current progress report. All partner reports already included in the progress report will appear under “Remove PPR”. In this section, the Lead Partner can choose the partners whose partner report they wish to remove from the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to remove from the progress report. <br />
# Press “+Remove”<br />
== Access to partner reports == <!--T:1--><br />
For partner organisation user(s) to get access to their Partner Report pages, the Lead Partner needs to add the partner organisation user(s) to the Partners’ pages. <br />
# From the top menu, choose “Partners” <br />
# Choose a partner organisation from the list<br />
# On the Partner page, add users under “Partner Users” by pressing the button “Modify Partner Users” <br />
# Partner users with '''''Read + Write + Submit''''' rights can give access to further users. <br />
To read more about the different roles, please visit: [[Roles]]. <br />
<br />
'''''Important!''''' Lead Partners will also need to give themselves additional '''''Read + Write + Submit''''' rights on the Partner Report level to be able to edit and submit their own partner reports. <br />
<br />
Partner reports can be found on the partner pages’ dashboard under “Project Partner Reports”.<br />
<br />
== Submit partner report == <!--T:1--><br />
Editable partner reports will be listed on the partners’ dashboard, under Project Partner Reports with the status “open”. <br />
<br />
After you have validated all your data and only green ticks are shown in the menu, you can submit your reporting form. For this, you have to go to the “Submission” section, where you can press the “Submit” button which transmits your partner report form to the Lead Partner.<br />
<br />
Please be aware that after submitting the partner report, you will not be able to edit it until it is sent back to you by the Lead Partner for adjustments/corrections.<br />
<br />
== Certification of partner report == <!--T:1--><br />
Partner reports with real costs will be certified by controllers after submission. The certificate will be visible under the section “C.Certificate” in the partner report. <br />
== Print partner report form == <!--T:1--><br />
As BAMOS+ is an online system fulfilling the request by the European Commission to reduce the amount of paper used in administrative processes, there is no printing function for the partner report. <br />
Please give access to your partner report data to users in your organisation as needed and/or copy and paste text from the form to another electronic document.<br />
== Additional information == <!--T:1--><br />
Presentation of the lead partner seminar for core projects: [https://interreg-baltic.eu/wp-content/uploads/2022/12/Day-2-presentation.pdf Practical aspects of reporting]<br><br />
[https://interreg-baltic.eu/toolkit/reporting/ Project toolkit for reporting]</div>ARehttps://www.bamoswiki.eu/index.php?title=Partner_reports&diff=246Partner reports2023-03-09T11:10:22Z<p>ARe: </p>
<hr />
<div>Partner reports can be created by the Lead Partner via the '''Partner Report Management''' section found on the project dashboard under “Project reporting”.<br />
<br />
== Generate partner reports == <!--T:1--><br />
Under the tab “Generate PPR”, the Lead Partner can generate partner reports for all partners: <br />
# Tick the boxes for the partners you wish to generate partner reports. <br />
# Press “+Generate Partner Reports”.<br />
== Import partner reports == <!--T:1--><br />
Once the partners have submitted their partner reports, the partner reports will appear under “Import PPR” (''please note: progress report needs to be available for editing on the Dashboard; progress reports are initialised by the staff of the MA/JS''). In this section, the Lead Partner can choose the partners whose partner report they wish to include in the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to import to the progress report. <br />
# Press “+Import”<br />
The list of imported partner reports will be visible under the progress report tab “11. Imported partner reports”. <br />
== Remove partner reports == <!--T:1--><br />
In some cases, the Lead Partner might decide to remove the partner report from the current progress report. All partner reports already included in the progress report will appear under “Remove PPR”. In this section, the Lead Partner can choose the partners whose partner report they wish to remove from the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to remove from the progress report. <br />
# Press “+Remove”<br />
== Access to partner reports == <!--T:1--><br />
For partner organisation user(s) to get access to their Partner Report pages, the Lead Partner needs to add the partner organisation user(s) to the Partners’ pages. <br />
# From the top menu, choose “Partners” <br />
# Choose a partner organisation from the list<br />
# On the Partner page, add users under “Partner Users” by pressing the button “Modify Partner Users” <br />
# Partner users with '''''Read + Write + Submit''''' rights can give access to further users. <br />
To read more about the different roles, please visit: [[Roles]]. <br />
<br />
'''''Important!''''' Lead Partners will also need to give themselves additional '''''Read + Write + Submit''''' rights on the Partner Report level to be able to edit and submit their own partner reports. <br />
<br />
Partner reports can be found on the partner pages’ dashboard under “Project Partner Reports”.<br />
<br />
== Submit partner report == <!--T:1--><br />
Editable partner reports will be listed on the partners’ dashboard, under Project Partner Reports with the status “open”. <br />
<br />
After you have validated all your data and only green ticks are shown in the menu, you can submit your reporting form. For this, you have to go to the “Submission” section, where you can press the “Submit” button which transmits your partner report form to the Lead Partner.<br />
<br />
Please be aware that after submitting the partner report, you will not be able to edit it until it is sent back to you by the Lead Partner for adjustments/corrections.<br />
<br />
== Certification of partner report == <!--T:1--><br />
Partner reports with real costs will be certified by controllers after submission. The certificate will be visible under the section “C.Certificate” in the partner report. <br />
== Print partner report form == <!--T:1--><br />
As BAMOS+ is an online system fulfilling the request by the European Commission to reduce the amount of paper used in administrative processes, there is no printing function for the partner report. <br />
Please give access to your partner report data to users in your organisation as needed and/or copy and paste text from the form to another electronic document.<br />
== Additional information == <!--T:1--><br />
Presentation of the lead partner seminar for core projects: [https://interreg-baltic.eu/wp-content/uploads/2022/12/Day-2-presentation.pdf Practical aspects of reporting]<br><br />
[https://interreg-baltic.eu/wp-content/uploads/2022/12/Day-2-presentation.pdf Project toolkit for reporting]</div>ARehttps://www.bamoswiki.eu/index.php?title=Partner_reports&diff=245Partner reports2023-03-09T11:10:03Z<p>ARe: </p>
<hr />
<div>Partner reports can be created by the Lead Partner via the '''Partner Report Management''' section found on the project dashboard under “Project reporting”.<br />
<br />
== Generate partner reports == <!--T:1--><br />
Under the tab “Generate PPR”, the Lead Partner can generate partner reports for all partners: <br />
# Tick the boxes for the partners you wish to generate partner reports. <br />
# Press “+Generate Partner Reports”.<br />
== Import partner reports == <!--T:1--><br />
Once the partners have submitted their partner reports, the partner reports will appear under “Import PPR” (''please note: progress report needs to be available for editing on the Dashboard; progress reports are initialised by the staff of the MA/JS''). In this section, the Lead Partner can choose the partners whose partner report they wish to include in the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to import to the progress report. <br />
# Press “+Import”<br />
The list of imported partner reports will be visible under the progress report tab “11. Imported partner reports”. <br />
== Remove partner reports == <!--T:1--><br />
In some cases, the Lead Partner might decide to remove the partner report from the current progress report. All partner reports already included in the progress report will appear under “Remove PPR”. In this section, the Lead Partner can choose the partners whose partner report they wish to remove from the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to remove from the progress report. <br />
# Press “+Remove”<br />
== Access to partner reports == <!--T:1--><br />
For partner organisation user(s) to get access to their Partner Report pages, the Lead Partner needs to add the partner organisation user(s) to the Partners’ pages. <br />
# From the top menu, choose “Partners” <br />
# Choose a partner organisation from the list<br />
# On the Partner page, add users under “Partner Users” by pressing the button “Modify Partner Users” <br />
# Partner users with '''''Read + Write + Submit''''' rights can give access to further users. <br />
To read more about the different roles, please visit: [[Roles]]. <br />
<br />
'''''Important!''''' Lead Partners will also need to give themselves additional '''''Read + Write + Submit''''' rights on the Partner Report level to be able to edit and submit their own partner reports. <br />
<br />
Partner reports can be found on the partner pages’ dashboard under “Project Partner Reports”.<br />
<br />
== Submit partner report == <!--T:1--><br />
Editable partner reports will be listed on the partners’ dashboard, under Project Partner Reports with the status “open”. <br />
<br />
After you have validated all your data and only green ticks are shown in the menu, you can submit your reporting form. For this, you have to go to the “Submission” section, where you can press the “Submit” button which transmits your partner report form to the Lead Partner.<br />
<br />
Please be aware that after submitting the partner report, you will not be able to edit it until it is sent back to you by the Lead Partner for adjustments/corrections.<br />
<br />
== Certification of partner report == <!--T:1--><br />
Partner reports with real costs will be certified by controllers after submission. The certificate will be visible under the section “C.Certificate” in the partner report. <br />
== Print partner report form == <!--T:1--><br />
As BAMOS+ is an online system fulfilling the request by the European Commission to reduce the amount of paper used in administrative processes, there is no printing function for the partner report. <br />
Please give access to your partner report data to users in your organisation as needed and/or copy and paste text from the form to another electronic document.<br />
== Additional information == <!--T:1--><br />
Presentation of the lead partner seminar for core projects: [https://interreg-baltic.eu/wp-content/uploads/2022/12/Day-2-presentation.pdf Practical aspects of reporting]<br />
[https://interreg-baltic.eu/wp-content/uploads/2022/12/Day-2-presentation.pdf Project toolkit for reporting]</div>ARehttps://www.bamoswiki.eu/index.php?title=Application_form&diff=244Application form2023-03-09T10:34:40Z<p>ARe: </p>
<hr />
<div>To complete a project application the Application form, the requested [[Documents|documents]], and the [[Contact and bank information]] have to be submitted.<br />
<br />
When filling out the application form we recommend following the numeric/chronological order, as some of the fields will only be available if the previous sections have been completed. Before leaving a section, do not forget to save.<br />
<br />
__FORCETOC__<br />
== Content of the application form == <!--T:1--><br />
[https://www.bamoswiki.eu/images/e/e6/Application_Form_TEST_Core_project.pdf Applicants can get a first impression of the required content of the application form from this template.] But applicants should be aware that structure and content may vary from call to call. The information requested within BAMOS+ is always the binding one, while '''the information in this template is only indicative and a pure example of possible content.''' <br />
== Overview of your application form data == <!--T:1--><br />
As soon as all sections of the application forms are filled in correctly, click on “8. Submission and pdf” to be able to download a draft pdf with all of your application form data.<br />
== Print draft application == <!--T:1--><br />
Click on “8. Submission and pdf” and “Create draft pdf” to generate a file that includes all inputs of your draft application. Please be aware that creating a draft pdf is only possible once all the sections of the application form have been filled in correctly (with green tick marks). <br /> <br />
'''''Please note that the MA/JS will not accept this file as a hard copy in the application process because it is marked as a draft.'''''<br />
== Validate application form == <!--T:1--><br />
The validation function checks the completeness (“Are all necessary inputs there?”) and the coherence (e.g. “Are all calculations correct?”) of your application.<br/><br />
'''✓''' (=ready) and '''!''' (=not ready) at the top of your page indicate if a section of the application form is ready for submission.<br/><br />
If your input is not complete/coherent and a red exclamation mark is displayed, you can click on the “Check for errors” button and an error message will guide you to the field which contains no or wrong data. Those input fields will be marked with a red frame.<br />
Please make sure that you always press “Save” before pressing the “Check for errors” button.<br />
== Submit application form == <!--T:1--><br />
After you have validated all your data and only green ticks are shown in the menu, you will be able to submit your application. For this, you have to go to the “Submission and pdf” section, where you can press the “Submit” button which transmits your application and enables the print function.<br />
.<br/>'''''Be aware that you can submit your application only once! You will not be able to edit it any longer after submission. '''''<br />
== Application form validity== <!--T:1--><br />
The application form version marked as "valid" by the MA/JS will be highlighted in green. <br />
== Additional information == <!--T:1--><br />
''See also:'' [[access]], [[accounts]], [[Forgot Password|forgot password]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Roles&diff=243Roles2023-03-02T14:25:23Z<p>ARe: </p>
<hr />
<div>User roles are permission sets that control access to certain areas and features in a software.<br />
__FORCETOC__<br />
<br />
== User roles on project level == <!--T:1--><br />
<br />
[[BAMOS+]] has different roles for [[project users]]:<br />
<br />
{| class="wikitable"<br />
|- style="vertical-align:top;"<br />
! scope="col"| Project role<br />
! scope="col"| Who is this?<br />
! scope="col"| Duties and system rights<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read+Write+Submit<br />
| style="text-align:left;" | Person(s) employed by and representing the lead partner organisation for a particular project, who are authorised to submit data, documents, forms and communication on behalf of the lead partner organisation.<br />
| style="text-align:left;" | Has full read, write and submit rights for all sections on project level, including the [[Messaging Centre]].<br />
Manages information related to the particular project.<br />
Attributes and revokes user roles on project and partner level, except for control.<br />
Must keep project data and user roles up-to-date.<br />
Submits data, documents, forms and communication to the [[MA/JS]].<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read+Write<br />
| style="text-align:left;" | Person(s) employed or contracted by the lead partner organisation and representing it for a particular project.<br />
| style="text-align:left;" | Has read and write rights on the project level, except the Messaging Centre.<br />
Cannot attribute or revoke any roles.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read<br />
| style="text-align:left;" | Person(s) with read-only rights for a particular project.<br />
| style="text-align:left;" | Has read rights on project level, except for sections with personal data. <br />
Cannot attribute or revoke any roles.<br />
<br />
|}<br />
<br />
== User roles on partner level == <!--T:1--><br />
<br />
[[BAMOS+]] has different roles for [[project partner users]]:<br />
{| class="wikitable"<br />
|- style="vertical-align:top;"<br />
! scope="col"| Project role<br />
! scope="col"| Who is this?<br />
! scope="col"| Duties and system rights<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read+Write+Submit<br />
| style="text-align:left;" | Person(s) employed by and representing the project partner organisation for a particular project, who are authorised to submit data, documents and forms on behalf of the project partner organisation.<br />
| style="text-align:left;" | Has full read, write and submit rights for all sections on partner level related to its particular project partner organisation. <br />
Has read rights for the control section related to its particular project partner organisation.<br />
Manages information related to the particular project partner.<br />
Must keep project partner data up-to-date.<br />
Submits data, documents and forms to the lead partner.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read+Write<br />
| style="text-align:left;" | Person(s) employed or contracted by the project partner organisation and representing it for a particular project.<br />
| style="text-align:left;" | Has read and write rights for all sections on partner level related to its particular project partner organisation.<br />
Has read rights for the control section related to its particular project partner organisation.<br />
Cannot attribute or revoke any roles.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read<br />
| style="text-align:left;" | Person(s) with read-only rights for a particular project partner.<br />
| style="text-align:left;" | Has read rights on partner level for (a) particular project partner organisation(s), except for sections with personal data. <br />
Cannot attribute or revoke any roles.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Lead Partner<br />
| style="text-align:left;" | Person(s) employed by and representing the lead partner organisation for a particular project.<br />
| style="text-align:left;" | Has read rights on partner level for all project partner organisations within the project.<br />
Can attribute or revoke roles.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Controller<br />
| style="text-align:left;" | Person(s) being responsible for the control of a particular project partner in a particular project.<br />
| style="text-align:left;" | Has read rights in all sections on the project level, except for sections with personal data.<br />
Has read rights in all sections on partner level and, in addition, write and submit rights for the control section.<br />
Cannot attribute or revoke any roles.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Designation Authority<br />
| style="text-align:left;" | Person(s) being responsible for the designation of (a) controller(s).<br />
| style="text-align:left;" | Has read, write and submit rights in the Controller designation section only. <br />
Can attribute and revoke only the role of a controller.<br />
<br />
|}<br />
<br />
== Change the role of a user == <!--T:1--><br />
<br />
To change a user’s role, you have to<br />
# Select “Modify users” under Project Users/Partner Users<br />
# Select the user whose role you wish to change<br />
# Choose the new role and confirm by clicking on “Change”. <br />
<br />
The login data of the user stays the same if you indicate the same email address as in the original account. <br />
<br />
== Additional information == <!--T:1--><br />
''See also:'' [[access]], [[accounts]], [[Forgot Password|forgot password]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Roles&diff=242Roles2023-03-02T14:24:19Z<p>ARe: </p>
<hr />
<div>User roles are permission sets that control access to certain areas and features in a software.<br />
__FORCETOC__<br />
<br />
== User roles on project level == <!--T:1--><br />
<br />
[[BAMOS+]] has different roles for [[project users]]:<br />
<br />
{| class="wikitable"<br />
|- style="vertical-align:top;"<br />
! scope="col"| Project role<br />
! scope="col"| Who is this?<br />
! scope="col"| Duties and system rights<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read+Write+Submit<br />
| style="text-align:left;" | Person(s) employed by and representing the lead partner organisation for a particular project, who are authorised to submit data, documents, forms and communication on behalf of the lead partner organisation.<br />
| style="text-align:left;" | Has full read, write and submit rights for all sections on project level, including the [[Messaging Centre]].<br />
Manages information related to the particular project.<br />
Attributes and revokes user roles on project and partner level, except for control.<br />
Must keep project data and user roles up-to-date.<br />
Submits data, documents, forms and communication to the [[MA/JS]].<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read+Write<br />
| style="text-align:left;" | Person(s) employed or contracted by the lead partner organisation and representing it for a particular project.<br />
| style="text-align:left;" | Has read and write rights on the project level, except the Messaging Centre.<br />
Cannot attribute or revoke any roles.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read<br />
| style="text-align:left;" | Person(s) with read-only rights for a particular project.<br />
| style="text-align:left;" | Has read rights on project level, except for sections with personal data. <br />
Cannot attribute or revoke any roles.<br />
<br />
|}<br />
<br />
== User roles on partner level == <!--T:1--><br />
<br />
[[BAMOS+]] has different roles for [[project partner users]]:<br />
{| class="wikitable"<br />
|- style="vertical-align:top;"<br />
! scope="col"| Project role<br />
! scope="col"| Who is this?<br />
! scope="col"| Duties and system rights<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read+Write+Submit<br />
| style="text-align:left;" | Person(s) employed by and representing the project partner organisation for a particular project, who are authorised to submit data, documents and forms on behalf of the project partner organisation.<br />
| style="text-align:left;" | Has full read, write and submit rights for all sections on partner level related to its particular project partner organisation. <br />
Has read rights for the control section related to its particular project partner organisation.<br />
Manages information related to the particular project partner.<br />
Must keep project partner data up-to-date.<br />
Submits data, documents and forms to the lead partner.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read+Write<br />
| style="text-align:left;" | Person(s) employed or contracted by the project partner organisation and representing it for a particular project.<br />
| style="text-align:left;" | Has read and write rights for all sections on partner level related to its particular project partner organisation.<br />
Has read rights for the control section related to its particular project partner organisation.<br />
Cannot attribute or revoke any roles.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Read<br />
| style="text-align:left;" | Person(s) with read-only rights for a particular project partner.<br />
| style="text-align:left;" | Has read rights on partner level for (a) particular project partner organisation(s), except for sections with personal data. <br />
Cannot attribute or revoke any roles.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Lead Partner<br />
| style="text-align:left;" | Person(s) employed by and representing the lead partner organisation for a particular project.<br />
| style="text-align:left;" | Has read rights on partner level for all project partner organisations within the project.<br />
Can attribute or revoke roles.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Controller<br />
| style="text-align:left;" | Person(s) being responsible for the control of a particular project partner in a particular project.<br />
| style="text-align:left;" | Has read rights in all sections on the project level, except for sections with personal data.<br />
Has read rights in all sections on partner level and, in addition, write and submit rights for the control section.<br />
Cannot attribute or revoke any roles.<br />
|- style="vertical-align:top;"<br />
! scope="row"| Designation Authority<br />
| style="text-align:left;" | Person(s) being responsible for the designation of a controller.<br />
| style="text-align:left;" | Has read, write and submit rights in the Controller designation section only. <br />
Can attribute and revoke only the role of a controller.<br />
<br />
|}<br />
<br />
== Change the role of a user == <!--T:1--><br />
<br />
To change a user’s role, you have to<br />
# Select “Modify users” under Project Users/Partner Users<br />
# Select the user whose role you wish to change<br />
# Choose the new role and confirm by clicking on “Change”. <br />
<br />
The login data of the user stays the same if you indicate the same email address as in the original account. <br />
<br />
== Additional information == <!--T:1--><br />
''See also:'' [[access]], [[accounts]], [[Forgot Password|forgot password]]</div>ARehttps://www.bamoswiki.eu/index.php?title=Progress_reports&diff=241Progress reports2023-03-02T13:27:24Z<p>ARe: </p>
<hr />
<div>Progress reports will be created by the MA/JS and can be found on the project under “Project reporting”. <br />
Remember to import relevant partner reports to the progress report via the '''“Partner Report Management section”''' found on the project dashboard under “Project reporting”. Please find more instructions here: [[Partner reports]].<br />
<br />
== Submit progress report form == <!--T:1--><br />
After you have validated all your data and only green ticks are shown in the menu, you can submit your reporting form. For this, you have to go to the “Submission” section, where you can press the “Submit” button, which transmits your progress report form to the MA/JS.<br />
<br />
'''''Be aware that you can submit your progress report form only once!''''' You will not be able to edit it any longer after submission until it is sent back to you by the MA/JS for adjustments/corrections. <br />
<br />
== Print progress report form == <!--T:1--><br />
As BAMOS+ is an online system fulfilling the request by the European Commission to reduce the amount of paper used in administrative processes, there is no printing function for the progress report. <br />
Please give access to your project data to users in your organisation as needed and/or copy and paste text from the form to another electronic document.<br />
<br />
== Additional information == <!--T:1--><br />
Presentation of the lead partner seminar for core projects: [https://interreg-baltic.eu/wp-content/uploads/2022/12/Day-2-presentation.pdf Practical aspects of reporting]</div>ARehttps://www.bamoswiki.eu/index.php?title=Partner_reports&diff=240Partner reports2023-03-02T13:27:02Z<p>ARe: </p>
<hr />
<div>Partner reports can be created by the Lead Partner via the '''Partner Report Management''' section found on the project dashboard under “Project reporting”.<br />
<br />
== Generate partner reports == <!--T:1--><br />
Under the tab “Generate PPR”, the Lead Partner can generate partner reports for all partners: <br />
# Tick the boxes for the partners you wish to generate partner reports. <br />
# Press “+Generate Partner Reports”.<br />
== Import partner reports == <!--T:1--><br />
Once the partners have submitted their partner reports, the partner reports will appear under “Import PPR” (''please note: progress report needs to be available for editing on the Dashboard; progress reports are initialised by the staff of the MA/JS''). In this section, the Lead Partner can choose the partners whose partner report they wish to include in the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to import to the progress report. <br />
# Press “+Import”<br />
The list of imported partner reports will be visible under the progress report tab “11. Imported partner reports”. <br />
== Remove partner reports == <!--T:1--><br />
In some cases, the Lead Partner might decide to remove the partner report from the current progress report. All partner reports already included in the progress report will appear under “Remove PPR”. In this section, the Lead Partner can choose the partners whose partner report they wish to remove from the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to remove from the progress report. <br />
# Press “+Remove”<br />
== Access to partner reports == <!--T:1--><br />
For partner organisation user(s) to get access to their Partner Report pages, the Lead Partner needs to add the partner organisation user(s) to the Partners’ pages. <br />
# From the top menu, choose “Partners” <br />
# Choose a partner organisation from the list<br />
# On the Partner page, add users under “Partner Users” by pressing the button “Modify Partner Users” <br />
# Partner users with '''''Read + Write + Submit''''' rights can give access to further users. <br />
To read more about the different roles, please visit: [[Roles]]. <br />
<br />
'''''Important!''''' Lead Partners will also need to give themselves additional '''''Read + Write + Submit''''' rights on the Partner Report level to be able to edit and submit their own partner reports. <br />
<br />
Partner reports can be found on the partner pages’ dashboard under “Project Partner Reports”.<br />
<br />
== Submit partner report == <!--T:1--><br />
Editable partner reports will be listed on the partners’ dashboard, under Project Partner Reports with the status “open”. <br />
<br />
After you have validated all your data and only green ticks are shown in the menu, you can submit your reporting form. For this, you have to go to the “Submission” section, where you can press the “Submit” button which transmits your partner report form to the Lead Partner.<br />
<br />
Please be aware that after submitting the partner report, you will not be able to edit it until it is sent back to you by the Lead Partner for adjustments/corrections.<br />
<br />
== Certification of partner report == <!--T:1--><br />
Partner reports with real costs will be certified by controllers after submission. The certificate will be visible under the section “C.Certificate” in the partner report. <br />
== Print partner report form == <!--T:1--><br />
As BAMOS+ is an online system fulfilling the request by the European Commission to reduce the amount of paper used in administrative processes, there is no printing function for the partner report. <br />
Please give access to your partner report data to users in your organisation as needed and/or copy and paste text from the form to another electronic document.<br />
== Additional information == <!--T:1--><br />
Presentation of the lead partner seminar for core projects: [https://interreg-baltic.eu/wp-content/uploads/2022/12/Day-2-presentation.pdf Practical aspects of reporting]</div>ARehttps://www.bamoswiki.eu/index.php?title=Partner_reports&diff=239Partner reports2023-03-02T13:26:11Z<p>ARe: </p>
<hr />
<div>Partner reports can be created by the Lead Partner via the '''Partner Report Management''' section found on the project dashboard under “Project reporting”.<br />
<br />
== Generate partner reports == <!--T:1--><br />
Under the tab “Generate PPR”, the Lead Partner can generate partner reports for all partners: <br />
# Tick the boxes for the partners you wish to generate partner reports. <br />
# Press “+Generate Partner Reports”.<br />
== Import partner reports == <!--T:1--><br />
Once the partners have submitted their partner reports, the partner reports will appear under “Import PPR” (''please note: progress report needs to be available for editing on the Dashboard; progress reports are initialised by the staff of the MA/JS''). In this section, the Lead Partner can choose the partners whose partner report they wish to include in the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to import to the progress report. <br />
# Press “+Import”<br />
The list of imported partner reports will be visible under the progress report tab “11. Imported partner reports”. <br />
== Remove partner reports == <!--T:1--><br />
In some cases, the Lead Partner might decide to remove the partner report from the current progress report. All partner reports already included in the progress report will appear under “Remove PPR”. In this section, the Lead Partner can choose the partners whose partner report they wish to remove from the Progress Report. <br />
# Tick the boxes for the partners whose partner report you wish to remove from the progress report. <br />
# Press “+Remove”<br />
== Access to partner reports == <!--T:1--><br />
For partner organisation user(s) to get access to their Partner Report pages, the Lead Partner needs to add the partner organisation user(s) to the Partners’ pages. <br />
# From the top menu, choose “Partners” <br />
# Choose a partner organisation from the list<br />
# On the Partner page, add users under “Partner Users” by pressing the button “Modify Partner Users” <br />
# Partner users with '''''Read + Write + Submit''''' rights can give access to further users. <br />
To read more about the different roles, please visit: [[Roles]]. <br />
<br />
'''''Important!''''' Lead Partners will also need to give themselves additional '''''Read + Write + Submit''''' rights on the Partner Report level to be able to edit and submit their own partner report. <br />
<br />
Partner reports can be found on the partner pages’ dashboard under “Project Partner Reports”.<br />
<br />
== Submit partner report == <!--T:1--><br />
Editable partner reports will be listed on the partners’ dashboard, under Project Partner Reports with the status “open”. <br />
<br />
After you have validated all your data and only green ticks are shown in the menu, you can submit your reporting form. For this, you have to go to the “Submission” section, where you can press the “Submit” button which transmits your partner report form to the Lead Partner.<br />
<br />
Please be aware that after submitting the partner report, you will not be able to edit it until it is sent back to you by the Lead Partner for adjustments/corrections.<br />
<br />
== Certification of partner report == <!--T:1--><br />
Partner reports with real costs will be certified by controllers after submission. The certificate will be visible under the section “C.Certificate” in the partner report. <br />
== Print partner report form == <!--T:1--><br />
As BAMOS+ is an online system fulfilling the request by the European Commission to reduce the amount of paper used in administrative processes, there is no printing function for the partner report. <br />
Please give access to your partner report data to users in your organisation as needed and/or copy and paste text from the form to another electronic document.<br />
== Additional information == <!--T:1--><br />
Presentation of the lead partner seminar for core projects: [https://interreg-baltic.eu/wp-content/uploads/2022/12/Day-2-presentation.pdf Practical aspects of reporting]</div>ARe