Reopening a Partner Report
A partner report in status Submitted or Control ongoing can be reopened only by the Programme Administration or by the controller.
How to access a reopened report
Partners could be requested to make changes to the information submitted in the partner report. This request may come via email to the partner, and/or as a Jems Notifications.
To access the reopened report:
On the Dashboard, click on your project row.
Select your partner organisation from the Partner reports menu on the left-hand.
The list of partner reports will appear on the screen.Click on the row of the relevant report to open it.
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Changes to a reopened partner report
There are some limitations to the changes that can be made to a submitted partner report.
1. Changes when reopening the last partner report created
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Reopen report that is the last created for the project partner - full reopening of partner report:
No data is cleared from the report and all is editable, with the following exceptions in the List of expenditure tab:
expenditure item ID, currency and exchange rates are frozen from initial report
no new expenditure item can be deleted (but can be edited)
no new expenditure item can be added (in order to avoid exchange rate issues)
Parked expenditure list is visible and any item from it can be deleted or added to the reopened partner report
Procurements created in current partner report can be further edited, for older ones only new additions of beneficial owners/subcontractors/attachments is allowed.
Previous uploads are displayed and can be changed, except in Report Annexes tab, where user can only add new ones.
Creation of a new draft partner report is locked while last partner report is Reopened.
2. Change when reopening a partner report that is not the last created
![](../__attachments/86638593/image-20231017-152518.png?inst-v=e1294e0d-8dc1-4c69-b909-063418c0181a)
Reopen report that is not the last created for the project partner - partial reopening of partner report:
No data is cleared from the report and only the following is editable:
List of expenditure tab:
following fields are editable: GDPR flag, Link to procurement, Description and Comment
no expenditure item can be deleted / no new expenditure item can be added (in order to avoid exchange rate issues)
Parked expenditure list is not visible
Expenditure item attachment can be changed/uploaded
Public Procurements created in current partner report cannot be deleted, but can be further edited, except procurement name, which is locked.
Contributions tab: only changing attachment is allowed
Report Annexes tab: user can add new uploads
3. Resubmitting a reopened partner report
Once satisfied with the changes, the report must be resubmitted in the "Submit” tab.
Run the pre-submission checks first, then click on Submit partner report.
The controller will be notified on its Dashboard that the report is available to be further processed.
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Upon (re)submission of a Reopened partner report
partner report goes back to the status from before reopening, namely Submitted or Control ongoing
no recalculation of exchange rates happens
financial overviews are refreshed, reflecting changes done
partner report overview is populated with updated Amount submitted and Date of last submission