Richard Mooij
Updated :
As a type of advisory service you have selected "Intake / Evaluation". This type of advisory service is for the Scopings, Assessments and Evaluations.
Tab: General
Mandatory fields here are a title, the country, the start date.
Important here is to select the visiting organisation. If the applicable organisation is not in the list, then it first needs to be added as an executor to the project.
Tab: Info
At the tab INFO the Deliverable (in most cases you choose 1.9 Increasing impact & support), Product (e.g. scoping tool or cooperative assessment or organisation assessment) and Theme (in most cases Institutional development) are mandatory. You can specify if the applicable advisory service under 'Intake' as a Scoping, an Assessment or an Evaluation.
Tab: Experts & Participants
On the tab "Experts & Participants" the experts can be added (participants can only be added to Events). When creating an advisory service it might not always be clear how many Experts will be involved. Therefore it is possible to give in an estimated number of Experts.
When adding an Expert you can select the applicable person by typing in his/her last name. A list will then appear and you can click on the correct person.
Note: the person must be registered as an Expert in the persons module.
Tab: Results
In the tab Results a written summary can be entered and one or more documents (e.g. the mission report) can be uploaded.