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Guide for users with Correspondent role in AGM

     

Correspondent

Fast answers to your questions  

 

 

Correspondent role

As a Correspondent, you’re the contact for the member of the committee or expert group who’s invited to a meeting.

You need to use AGM to tell the Commission the names of the participants in your delegation (people from your organisation who are to attend the meeting).

You can draw up the list of participants outside AGM. When it’s ready, you can enter it in the system.

You’ll receive an email containing the invitation, the agenda and other information about the meeting from the meeting organiser.

In this email, you’ll also find a link to AGM that will grant you access as Correspondent for the delegation.

 Be careful who you share this link with – it grants anybody access as Correspondent.

You now need to enter each participant’s details, using AGM.

Once the list is complete, send it to the meeting organiser.

Log in to AGM

You received an AGM invitation and clicked on Confirm.

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To access AGM, use your personal EU LOGIN (the European Commission Authentication Service) credentials to identify yourself. If you don't have an EU LOGIN account, you can create one by following the steps on the video below.

We recommend to use the browsers Mozilla Firefox or Google Chrome for AGM.

  Logging in to AGM requires 2-factor authentication

We recommend to

  • configure your EU-Login account for SMS verification (if you use AGM only occasionally)
  • use the EU-Login app (if you use AGM more frequently or have issues with the SMS verification).

Check this description of all your options.

Always use the same method to log in to AGM. For AGM, your account ID is your identity.

AGM will send important information to the email address you specified in your EU LOGIN account.

Always use the same EU-Login account id to log on to AGM. Like this, you can see all meetings in one place.

How to activate your role as correspondent

You’ll receive an email containing:

  • the invitation with invitation link to accept the role of Correspondent
  • information added by the meeting organisers
  • information on forwarding the correspondent invitation
  • general information on AGM

Click on the yellow button Confirm to accept the role of Correspondent.

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Authenticate with your EU-Login account.

Your AGM profile will load showing the invitation and the action buttons for Correspondents.

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Draw up and send the list of participants

As Correspondent, it’s your task to create a list of Participants from your delegation and send it to the meeting organisers once it’s complete.

Under the invitation text, you’ll find the Correspondents and watchers section. As a Correspondent, you’ll see your name listed there. Beside your name is a button marked Add yourself as participant. Click this button to take part in the meeting yourself. There may be several Correspondent for each delegation: all registered Correspondents are listed here.

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If you added yourself as Participant in a physical or online meeting without privacy options, you can accept or decline your attendance at the meeting directly in the Participant form.

If you added yourself as Participant in a hybrid meeting (or meetings with privacy options), you cannot accept your attendance directly in the Participant form. You will receive an email later in the process with the the subject "Your name has been put forward to attend...". Click on the yellow "Accept or decline" button in this email, authenticate, activate your profile, plan your attendance and attendance type and/or fill in the privacy options.

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Look in the Participants section for the buttons marked Add participant, Add former participant and Send empty list.

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Click Send empty list if your delegation is not going to take part in the meeting.

Clicking Add participant will open the form below. The details in the form may differ, depending on which pre-settings the meeting organisers have chosen. You can insert data for Participants who have already attended meetings using the search window on the left-hand side.

Often only a limited number of Participants per delegation should be marked as Reimbursable. Check the rules in the invitation to see how many Participants can claim expenses.

Save and continue saves the current and opens a new one, Save saves the data you entered and returns to the Participants section.

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Delegations can have several Correspondents. Under the Participant's name, you can see which Correspondent added a Participant.

Clicking Add former participant lets you add -in one go- several Participants who were part of your delegation previously. If participants let you know that they changed their EU-Login account, do not use the Add former participant function. Instead type in this participants details again in the Add participant form.

In hybrid meetings, where participants can chose whether they want to attend virtually or in-Person, please estimate how many experts in your delegation will attend in-Person.

Once you’re sure that the delegation is complete, click Send participants.

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After you clicked Send participants (and confirmed) the buttons to add participants disappear. But you (and other Correspondents of your delegation) can still click Recall participant list to edit the participant list.

Recall participant list

After recalling you can again change the participant list. When you are finished, click Send participants and Confirm. 

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You can recall the participant list until the organisers validate the delegation. If the validation happens just before this information was refreshed on your page you will be asked to refresh your page: 

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The refreshed page will not have the option to recall the participant list anymore. After validation only the meeting organisers can change the delegation and you would have to contact them by e-mail.

The following notifications are sent:

  • If you are a Correspondent added to a meeting as a Participant, you’ll receive an invitation like all the other Participants on the list (unless you added yourself as described above).
  • Like all other Correspondents, you’ll receive an email telling you the list has been sent. The message will also appear in the notifications list in the AGM profile.
  • All Participants will be told that their names have been put forward as Participants in the meeting.

The organiser requests changes to your delegation

The list of Participants has been sent to the meeting organiser for validation. You must now wait for the meeting organiser to take action. He or she may either validate the list without making any comments, or ask you to make changes. Either way you’ll receive an AGM notification. If the meeting organiser asks you to edit the list of participants, you’ll receive an email like the one shown here.

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Click the button Modify list of participants in the notification. This will take you to your Correspondent interface. The screen will now appear in editable mode.

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Choose the Participant you want to remove and click next to that person’s name.

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Confirm by clicking Delete.

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You see now the Removed stamp beside the participant name. 

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If you notice a mistake in a Participant’s details, you can edit them by clicking the pen icon next to that person’s name.

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Correct the data, for example the reimbursement status, and click Save again.

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Click Save to save the changes.

Only when you’ve made all the required changes for the delegation, click Send participants.

You’ll then receive an email confirming you’ve done this. Participants will be notified that they’ve been put forward to attend a meeting or that their names have been taken off the list.