Moderation explained

Moderation is an optional feature for grant managers to pre-screen and control which applications can proceed through to reviewing.

Important to know:

• It is not mandatory to moderate applications
• If you use moderation and want only approved applications to proceed to reviewing, there is a setting when configuring your reviewing panels to only include moderation approved applications; see the Panel configuration using moderation section below
• Moderation status is not visible to applicants-- they will not know the moderation status applied to their applications

All applications have one of three moderation statuses. By default, all applications are 'undecided'. As a grant manager, you can reject or approve applications at any time, or revert them back to undecided.

What do the moderation statuses mean?

Rejected: the application will not go through to any reviewing round
Undecided: the submitted application will go through to reviewing, unless the reviewing panel is configured for approved applications only
Approved: the submitted applications will show during reviewing

How do I moderate an application?

To moderate an application, you have two options:

Individually:

1. In Manage workspace, go to Applications
2. Click on the application name
3. Under 'Moderation', select a moderation status
   

In bulk:

1. From the Manage workspace, navigate to Applications
2. Select the checkbox to the left of each application you want to moderate
3. Open the Action dropdown menu
4. Select Approve, Undecide, or Reject
   
   

From preview:

You can moderate, tag and/or comment from the preview of the application, too.

Panel configuration using moderation

When setting up a reviewing panel, there is a checkbox option in the 'Applications' section to Only include moderation approved applications in this panel. By default, this checkbox is not selected. If you select this option, only submitted and approved applications will show to reviewers on this panel.

Who can moderate applications?

By default, grant managers can moderate applications. If you would like to allow additional roles to moderate applications, the Applications (others) View and Update permissions must be set to Allow.

For chapter administrators to moderate applications, there is an additional setting Allow chapter administrators to moderate applications in the Manage workspace under Settings > Applications > General