Moderation and tagging are both powerful tools for managing and organising your applications.
Moderation is used to screen applications prior to review. You may want to check your applications for quality, completion or eligibility before they are sent for review.
An easy way to do this is from the Manage applications view. Mark an application with Approve or Reject to send or stop it from needing a review.
Read more about Moderation
Tagging can be used at any time during the program cycle. There are many use cases for tags:
- Tags can be used to group applications for review (eg. eligible applications). They are necessary to move applications from one review stage to another
- Tags can be used to communicate with applications (eg. eligibility not met, follow up required)
- Tags can be used for internal record purpose (eg. needs clarification, must reach out to applicant)
An application can have any number of tags.
Read more about Tagging applications