The following information are valid for both Progress and Final Narrative reports.
The creation and validation of Narrative reports’ instances should be done by the HFU at Timelines development stage, once the project budget has been cleared by the Finance team at HQ and before the preparation of the Grant Agreement. This is required as all reporting requirements are listed in the Grant Agreement’s Annex B.
The HFU must enter the reporting and monitoring requirements in the Timelines’ tab of the project, and validate the Timelines. Once the timelines, which include all reporting and monitoring instances, have been validated, the instances will automatically be activated upon the entered ‘Active Date’. You can also manually activate the instance.
Once activated, the reporting template will be created and accessible to the Partner.
You can still edit, create, deactivate and delete reporting instances after the Timelines’ validation, however certain rules apply to these actions.
If you wish to know more about the Timelines, creating and managing the narrative reporting instances, please click on the content of your choice:
- Full Timeline’s validation article;
- How to create an instance in the Timelines’ tab of the project;
- How to edit an inactive instance’s type and dates post-validation;
- How to activate an inactive instance post -validation;
- How to deactivate an active instance post-validation;
- How to delete an instance post-validation;