Moderation and tagging are both powerful tools for managing and organising applications. While it is possible to use these tools for similar purposes, there are some distinct differences you should know about.
Moderation
Moderation is used to screen applications prior to review from the Manage workspace. 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 Applications view. Mark an application with Approve or Reject to send or stop it from needing a review.
To learn more, see our dedicated guide: Moderation.
Tagging
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 (see: Using tags in your reviewing configuration). 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 here: Ultimate guide to tags.