technical guidance to bamos - interreg baltic sea region · pdf filetechnical guidance to...

Technical Guidance
to BAMOS An introduction to the
beneficiary and applicants interface (BA) of the monitoring system of
Interreg Baltic Sea Region
Version 1.1, drafted by Robert Schulz, as of 24 June 2015

Technical guidance to BAMOS, version 1.1 | 24 June 2015
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Introduction Less copy & paste, smaller paper piles, no more inconsistent file versions of the project application or report this is what the new electronic monitoring system BAMOS of Interreg Baltic Sea Region is about. With BAMOS, all forms related to project applications and reporting will be filled in and processed online both on the project and on the Programme side. This means, we are moving from extensive excel sheets and hard to handle word documents to a web solution. All applicants who have successfully passed the first application step will get access to the system. This guidance will give you a first overview on all functions and features. Additional information can be provided during our workshops and the Helpdesk (see D). Please always read carefully the welcome screen for the latest information about BAMOS:

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Access and user accounts A
How to get access to BAMOS? A.1
After your concept note was approved by the Monitoring Committee, you will receive an automatically generated email to the contact address you have indicated in your concept note. Please follow the instructions indicated in this email.
What should I do, if I forgot my password? A.2
Please go to the login page, click Forgot Password?, and follow the instructions.
How to create accounts for additional users? A.3
As an initial user of a project you will be able to create additional user accounts: (1) Select a project (2) Go to the dashboard (3) Select add/modify user

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(4) Click New User
(5) Select one of the following roles for the user: lead applicant (read & write rights plus the possibility to submit the application), applicant (read & write rights), other partner (read rights).
(6) 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. Please note that only users with the role Lead applicant can create, edit and delete users.
How do I delete a user account? A.4
As an initial user of a project you will be able to delete user accounts: (1) Select a project (2) Go to the dashboard (3) Select add/modify user

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(4) Click the X in the line of the account you want to delete
(5) Confirm by clicking delete
How can I change my password? A.5
(1) Click on the small arrow on the upper right, close to your name
(2) Click change password, follow the instructions and click ok

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How can I change my profile information? A.6
(1) Click on the small arrow on the upper right, close to your name
(2) Click profile, make your changes and click ok
What kind of hard- and software should I use? A.7
BAMOS is optimised for the use by standalone PCs and notebooks. The usage of mobile devices like smartphones and tablets is not recommended. The application can be used on all common operating systems and all modern browsers. In case you are using an outdated browser you will receive a warning message.

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Adding, editing, and saving data B
Note: Please note that you should fill in all cells and sections in the proposed sequence to avoid problems.
How can I add data? B.1
(1) Click on My projects and select the project you want to work on by clicking on the list
(2) Enter the data into the form.
(3) Click the Save button on the upper left.

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Note: Please be aware that all text fields have a limitation of characters. This limitation is indicated on the bottom right under those fields. For your convenience you will be able to save the content even in case you exceed this limitation. Only when you perform the validation (see C Validation and submission) of your application an error message will appear.
Where do I find an overview of my data? B.2
Click on Overview and submit to see all your inputs on one page.
How can I print my draft application? B.3
Click on Overview and submit and create pdf to generate a file which consists of all inputs of your draft application. Please note, that the JS will not accept this file, which is clearly marked as draft, as a paper version in the application process.
Validation and submission C
How can I validate my data? C.1
The validation function is checking the completeness (Are all necessary inputs there?) and the coherence (e.g. Are all calculations correct?) of your application. Green ticks (=ready) and red exclamation marks (=not ready) on the top of your page indicate if a section of the application form is ready for submission.

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In case your input is not complete/coherent and red exclamation mark is shown you can click on the Check for errors button (2) and an error message will guide you to the field which contains no or wrong data (3). Those input fields will be marked with a red frame (1). Please make sure, that you always press Save before pressing the Check for errors button.
How can I submit my data? C.2
After you have validated positively all your data (=only green ticks are shown in the menu) you are able to submit your application. For this you have to go to the Overview and submit section, where you should crosscheck your data once more. Finally you can press the Submit button which transmits your application and enables the print function.
Be aware, that you can submit your application only once! You will not be able to edit it anymore after submission.
Additional help D

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Who can help me in case of questions? D.1
In case of technical questions please turn to [email protected]. For all content related questions please turn to our Finance and Project officers. You find their contact details under: http://www.interreg-baltic.eu/contacts.html
mailto:[email protected]://www.interreg-baltic.eu/contacts.html

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