# User Manual - Moderation

# How to Start with the Moderation Process

The moderation functionality allows internal and external moderators to easily access, open and moderate personal document and various training history records e.g. online assessments, practical assessments and POE documentation.

<div data-article-id="1098737" data-workflow="false" id="bkmrk-the-number-of-learne"><div data-article-id="1098737" data-workflow="false"><div data-article-id="1098737" data-workflow="false"><div data-role="steps-container"><div></div><div>- The number of learners accessible by a moderator will be determined by his active subgroup e.g. a specific group/pipeline or other defined search criteria.
- Moderation results can be captured and stored by the moderator. The following accompanying information is also captured: moderation date, moderation outcome and comments.
- The Internal Moderator will be able to send email notifications to the assessor containing the outcome of the moderation process.
- The External Moderator will be able to send email notifications to the Internal Moderator containing the outcome of the moderation process.
- The moderator has access to the following information: 
    - Personal learner documentation e.g. copies of ID books.
    - All documents uploaded by the different role players on a learner’s training history record e.g. POE documents.
    - Online assessment attempts and transcripts.
    - Practical Assessment results e.g. assessment date, score, number of attempts and comments.
    - Training history records displaying the following information: Complete and competent status, Assessed status, Moderated status (Final or Mid-Year).
    - All the comments made on a learner’s training history record by the assessor and moderator.

</div></div></div></div></div><p class="callout info">**WHO**: *Internal or External Moderators.*</p>

<p class="callout info">**WHY**: *To open the Moderation Dashboard in order to moderate items on a learner’s profile.*</p>

<p class="callout info">**WHERE**: *Main Portal Menu| Moderation*</p>

<div data-article-id="1098738" data-workflow="false" id="bkmrk-click-on-the%C2%A0moderat"><div data-article-id="1098738" data-workflow="false"><div data-role="steps-container"><div></div><div>- Click on the **Moderation** menu item on the Main Portal.
- A list of all learners in your subgroup will be displayed.

</div><div></div></div></div></div>[![image-1616939253285.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/6aCRCtxvOqRFo61S-image-1616939253285.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/6aCRCtxvOqRFo61S-image-1616939253285.png)

# How to Access The Information on a Learner's Profile

<div id="bkmrk-use-the-search-funct">- Use the Search functionality to find a specific employee by entering search criteria and click **Search**.
- Click on the **Actions** drop-down to view the three information categories available for moderation i.e. Personal Documents, Learner Records and Online Assessments.

</div><div id="bkmrk--0"></div>[![image-1616939472550.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/H186dv98j6UyMhwr-image-1616939472550.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/H186dv98j6UyMhwr-image-1616939472550.png)

<div id="bkmrk--2"></div>

# How to Moderate a Learner’s Personal Documents

<div data-article-id="1099571" data-workflow="false" id="bkmrk-on-the-previous-scre"><div data-article-id="1099571" data-workflow="false"><div data-article-id="1099571" data-workflow="false"><div data-role="steps-container"><div>- On the previous screen, click on **Personal Documents** in the **Actions** drop down.

</div><div></div></div></div></div></div>[![image-1616939564021.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/7nhhRjlFRCWGcbws-image-1616939564021.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/7nhhRjlFRCWGcbws-image-1616939564021.png)

<div data-article-id="1099571" data-workflow="false" id="bkmrk-a-list-of-documents-"><div data-article-id="1099571" data-workflow="false"><div data-role="steps-container"><div></div><div>- A list of documents will be displayed.
- Click on the **Actions** drop-down next to the document to view the options available.
- To download a document, click **Download**. The document will be downloaded in the Downloads folder of your computer.
- To moderate the document, click **Moderate**.

</div><div></div></div></div></div><p class="callout info">Note: A moderator will not be able to upload, edit or delete any documents.</p>

<div data-article-id="1099571" data-workflow="false" id="bkmrk--0"><div data-article-id="1099571" data-workflow="false"><div data-article-id="1099571" data-workflow="false"><div data-role="steps-container"><div></div><div></div></div></div></div></div>[![image-1616939579033.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/WjvW25zimyjQXwT9-image-1616939579033.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/WjvW25zimyjQXwT9-image-1616939579033.png)

<div data-article-id="1099571" data-workflow="false" id="bkmrk-to-create-a-new-mode"><div data-article-id="1099571" data-workflow="false"><div data-article-id="1099571" data-workflow="false"><div data-role="steps-container"><div></div><div>- To create a new moderation record click on the **+Add Moderation** button.

</div><div></div></div></div></div></div>[![image-1616939586550.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/f13YHuGeiQ2NC6CX-image-1616939586550.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/f13YHuGeiQ2NC6CX-image-1616939586550.png)

<div data-article-id="1099571" data-workflow="false" id="bkmrk-complete-the-followi"><div data-article-id="1099571" data-workflow="false"><div data-role="steps-container"><div></div><div>- Complete the following values on the **Moderator Feedback** screen: 
    - Moderator
    - Moderation Date
    - Outcome
    - Comment (This field is compulsory when the Send Email tick box is selected.
    - Select the **Send Email** tick box if you want to send an Email to an assessor containing the outcome of the moderation.
    - Assessor
    - If the selected Assessor’s email address does not exist, the following message will be displayed:

</div><div>![](https://media.screensteps.com/image_assets/assets/002/503/891/original/c2f49da1-b67d-486f-a11a-6bfe9bfd4213.png)</div><div>- Click **Save** to close the Moderator Feedback screen.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/503/888/original/75da7431-15d9-41db-8a60-922aec8e8a02.png)</div><div>- To Edit/Delete the moderation records click on the **Actions** drop-down next to the moderation record to view the options available.
- Click **Edit** to amend the moderation record.
- Click **Delete** to remove the moderation record.
- Click **Back** to return to the Personal Documents screen.

</div><div></div></div></div></div>Note: The Edit and Delete options will only be available on moderation records added by you. All other moderation records can only be viewed.

<div data-article-id="1099571" data-workflow="false" id="bkmrk--3"><div data-article-id="1099571" data-workflow="false"><div data-role="steps-container"><div></div><div></div></div></div></div>[![image-1616939600995.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/jUXKX0t4Ej2RKcU9-image-1616939600995.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/jUXKX0t4Ej2RKcU9-image-1616939600995.png)

<div data-article-id="1099571" data-workflow="false" id="bkmrk--5"><div data-role="steps-container"><div></div></div></div>

# How to Moderate a Learner’s Learner Records

<div data-article-id="1099580" data-workflow="false" id="bkmrk-open-the-moderation-"><div data-article-id="1099580" data-workflow="false"><div data-role="steps-container"><div>- Open the Moderation Dashboard and click on **Learner Records** in the **Actions** drop down.

</div><div></div></div></div></div>[![image-1616939629332.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/3hiOR0TxIa8CKBaJ-image-1616939629332.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/3hiOR0TxIa8CKBaJ-image-1616939629332.png)

<div data-article-id="1099580" data-workflow="false" id="bkmrk-a-list-of-learner-re"><div data-article-id="1099580" data-workflow="false"><div data-role="steps-container"><div></div><div>- A list of learner records will be displayed.
- Click on the **Actions** drop-down on the learner record to view the options available.

</div><div></div></div></div></div>[![image-1616939635427.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/epSEb4UiMSbgP4OT-image-1616939635427.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/epSEb4UiMSbgP4OT-image-1616939635427.png)

<div data-article-id="1099580" data-workflow="false" id="bkmrk-when-the-documents%2C-"><div data-article-id="1099580" data-workflow="false"><div data-role="steps-container"><div></div><div>- When the Documents, Assessments or Moderations options are clicked, a screen will be displayed showing four tabs with the following functionality: 
    1. Documents: Download documents
    2. Assessments: View assessments done by Assessors
    3. Internal Moderations: Create, Edit or Delete Internal moderations
    4. External Moderations: Create, Edit or Delete External moderations
- On an Assignment type learner record, a moderator can View all comments made on the assignment learner record by clicking on the **View Comments** button.

</div><div></div></div></div></div>[![image-1616939642727.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/fD5ZDQFqGRj8Z8mg-image-1616939642727.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/fD5ZDQFqGRj8Z8mg-image-1616939642727.png)

<div data-article-id="1099580" data-workflow="false" id="bkmrk--2"><div data-role="steps-container"><div></div></div></div>

# How to Moderate a Learner’s Online Assessments

<div data-article-id="1099581" data-workflow="false" id="bkmrk-open-the-moderation-"><div data-article-id="1099581" data-workflow="false"><div data-role="steps-container"><div>- Open the Moderation Dashboard and click on **Online Assessments** in the **Actions** drop down.

</div><div></div></div></div></div>[![image-1616939669723.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/hGtgI7McjT1qtAgU-image-1616939669723.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/hGtgI7McjT1qtAgU-image-1616939669723.png)

<div data-article-id="1099581" data-workflow="false" id="bkmrk-a-list-of-online-ass"><div data-article-id="1099581" data-workflow="false"><div data-role="steps-container"><div></div><div>- A list of online assessments will be displayed.
- Click on the **Actions** drop-down on the Assessment record to view the options available.

</div><div></div></div></div></div>[![image-1616939676704.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/hsDAaXw0huqb7leV-image-1616939676704.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/hsDAaXw0huqb7leV-image-1616939676704.png)

<div data-article-id="1099581" data-workflow="false" id="bkmrk-when-any-of-the-acti"><div data-role="steps-container"><div></div><div>- When any of the Actions options are clicked, a screen will be displayed showing three tabs with the following functionality: 
    1. Assessments Attempts: View all assessment attempts and a transcript report.
    2. Internal Moderations: Create, Edit or Delete Internal moderations
    3. External Moderations: Create, Edit or Delete External moderations

</div></div></div>

# How to Add and View Moderation Feedback

<div data-article-id="1099584" data-workflow="false" id="bkmrk-the-purpose-of-the-m"><div data-article-id="1099584" data-workflow="false"><div data-role="steps-container"><div>- The purpose of the Moderation Feedback functionality is to show a list of all history emails from moderators and assessors on a learner’s profile.
- Open the Moderation Dashboard and click on **Moderation Feedback** in the **Actions** drop down.

</div><div></div></div></div></div>[![image-1616939703825.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/mULUydKAYLuA6lHS-image-1616939703825.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/mULUydKAYLuA6lHS-image-1616939703825.png)

<div data-article-id="1099584" data-workflow="false" id="bkmrk-click-on-the%C2%A0%2Badd-fe"><div data-article-id="1099584" data-workflow="false"><div data-role="steps-container"><div></div><div>- Click on the **+Add Feedback** button to send a general email. 
    1. An Internal Moderator can send emails to Assessors only.
    2. An External Moderator can send emails to Internal Moderators only.

</div><div></div></div></div></div>[![image-1616939708877.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/FN9EEy934tT3NVe8-image-1616939708877.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/FN9EEy934tT3NVe8-image-1616939708877.png)

<div data-article-id="1099584" data-workflow="false" id="bkmrk-complete-the-followi"><div data-role="steps-container"><div></div><div>- Complete the following values on the **Moderator Feedback** screen: 
    - Moderator
    - Moderation Date
    - Outcome
    - Comment (This field is compulsory when the Send Email tick box is selected.
    - Select the **Send Email** tick box if you want to send an Email to an assessor containing the outcome of the moderation.
    - Assessor
    - If the selected Assessor’s email address does not exist, the following message will be displayed:

</div><div>![](https://media.screensteps.com/image_assets/assets/002/503/944/original/757b402f-589a-4e64-8b46-2d370802847a.png)</div><div>- Click **Save** to close the Moderator Feedback screen.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/503/945/original/a1c3e993-cc81-4234-9179-485639d0ab79.png)</div></div></div>

# Example of Feedback Email sent from Moderator to Assessor

<div data-article-id="1099587" data-workflow="false" id="bkmrk-this-is-an-example-o"><div data-role="steps-container"><div>- This is an example of an email that the assessor will receive.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/503/948/original/77adc370-ca7f-4b32-9bb7-d7f2a86dea60.jpg)</div></div></div>