Moderation allows managers to control which applications proceed to reviewing. You can approve, reject, or leave applications undecided to pre-screen submissions before reviewers see them.
Should I use moderation?
Use moderation if you want to:
- Filter out ineligible or incomplete applications before reviewing
- Control which applications appear in specific reviewing panels
- Run a pre-screening step before formal evaluation
Moderation statuses
All applications have one of three moderation statuses:
- Undecided: applications will go to reviewing unless the panel is set to approved applications only (default status)
- Approved: application will appear in reviewing if moderation is required by the panel
- Rejected: application will not appear in any reviewing round
Moderate an application
Moderate individually
- In the Manage workspace, go to Applications
- Click the application name or ID
- In the 'Overview' tab
- Select Approved, Undecided, or Rejected under 'Moderation'
Moderate in bulk
- In the Manage workspace, go to Applications
- Select the checkbox next to each application
- Open the Action drop-down
- Select Approve, Undecide, or Reject
A moderation status can also be applied while previewing an application.
Who can moderate applications?
Managers can moderate applications by default.
To moderate, a role must have the Applications (others) permission for View and Update.
Chapter managers can also moderate applications if enabled. Turn do this:
- In the Manage workspace, go to Forms
- Click the ellipsis (three dots) next to a form name
- Choose Form settings
- Open the 'Advanced' tab
- Select Allow chapter managers to moderate applications
- Click Save
Good to know
- Moderation statuses are not visible to entrants.
- Entrants are only notified if an 'Application moderated' notification is configured. Learn more in the Ultimate guide to notifications.
- Changes to moderation status save automatically.
- Undecided applications are included in reviewing unless the panel is restricted to approved applications only.