Leading IM

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Leading IM is the IM chosen by leading Applicant during the dossier creation. As it was written before, leading Applicant can change this role anytime during the Open and Harmonization phase. However, it's also possible for the leading IM to delegate this role to any other participating IM in the dossier. This is possible in Path Request and Path Elaboration phase. Please note that when RFC is involved in the dossier, it's always the RFC who is responsible for the leading role

Leading IM is mainly responsible for the management of the dossier and coordination on the IM side. Some actions can be done independently from any other participant, but usually, it needs the cooperation of the other IMs (change lights, fulfill mandatory details).

Actions for IMs

For the leading IM are allowed the following actions:

  • Release feasibility study elaboration: this would be necessary only in Late Path request process. In that case, the leading IM shall evaluate, if it is possible to provide a feasibility study at that time of the year. If so, the promotion should be done.
  • Back to harmonization: available during the following feasibility study phases: Harmonization Conference; Feasibility Study Request, Feasibility Study Elaboration. With this is feasibility study ended and dossier returns back to phase Harmonization.
  • Put in Feasibility Elaboration Conference state: available also during feasibility study, in Feasibility Study Elaboration phase. When it's finished, the dossier can go back to Feasibility Study Elaboration.
  • Release feasibility study response:  available also during feasibility study, in Feasibility Study Elaboration phase. This action is used when the study is finished by IMs. There are no constraints regarding lights.
  • Withdraw feasibility study response: available also during feasibility study, in Feasibility Study Result phase. Leading IM can withdraw the response and go back into elaboration for further adjustments.
  • Reject path request: available in Path Request and Path Elaboration phase. If a request cannot be processed by the IMs for any reasons, the leading IM has the chance (or the RFC) to reject the dossier. The reason for rejection must be written as a comment. All participating Applicants will receive an e-mail notification from PCS about this action.
  • Submit path elaboration: available in Path Request phase. Without this action, the participating IMs won't have editing access on the dossier.
  • Submit draft timetable: available in Path Elaboration phase. When all path related IM lights (including the RFCs) are green (and all mandatory details are fulfilled), the leading IM (or the RFC) can send the Draft Offer to the Applicants. After that, the dossier will arrive immediately at Observations or Acceptance phase, depending on the process type.
  • Switch to partial offer: available in Path Elaboration and Post-Processing phase. This possibility for IM to make a partial offer is due to legal constraints. If it is used, then IM does not have to wait for green lights from the other involved IMs and can submit a draft offer or final offer for its own timetable section. Once this switch is done, it is impossible to return back to the fully harmonized process until Active Timetable. This option is not available for RFCs.
  • Submit final offer: available in the Post-Processing phase. When all path related IM lights (including the RFCs) are green (and all mandatory details are fulfilled), the leading IM (or the RFC) can send the Final Offer to the Applicants.
  • Close dossier: available in Post-Processing and Active Timetable phases.  It should be used for dossiers, which are not needed anymore, or timetable period expired. Closed dossier will be still accessible for copying and via advanced search.

Actions of path modification/alteration process

The following actions are parts of the path modification/alteration process. Basically, the initiator Applicant/IM could be any of path-related participating Applicants/IMs in the dossier. Then this initiator overtakes the role of leading Applicant/IM for the path modification/alteration process. So, from the IM side is possible to perform the following:

  • Submit path modification offer:  available in Path Modification Elaboration. When all affected IMs finish their work and set up their lights on green, it is possible to send path modification offer to affected Applicants.
  • Submit path alteration conference: available in Active Timetable phase. Any IM can start the process when necessary adaptation to the originally agreed state is needed or offer an alternative when the original path is not available.
  • Submit path alteration offer: available in Path Alteration Conference phase. When the altered path from all affected IMs is finished and their lights are green, it is possible to send path alteration offer to affected Applicants.
  • Withdraw path alteration conference: available in Path Alteration Conference phase. IM initiator can withdraw path alteration and return back to the originally agreed state in Active timetable phase.
  • Withdraw path alteration offer: available in Path Alteration Offer phase. IM withdraws the altered offer back to the Path Alteration Conference phase for further adjustments.

 

Summary of phases with read-only and editing rights for leading IM in the dossier: Path request; Path Elaboration; Harmonization Conference; Feasibility Study Elaboration; Conference mode in Feasibility Study Elaboration phase; Post-processing; Path Modification Elaboration; Path alteration Conference.

In all other phases is dossier read-only. For further details please check the particular phase.

When the offer is constructed via different IMs than it was in the original request, it might happen that territories must be removed from the dossier. This option is available for the leading IM, unless the territory is his territory. In that case, first he has to delegate the role to another IM and then the new leading IM can remove the unnecessary territory.