Getting started with your Evaluate features for moderator and approver
As you have been assigned the role of a moderator or approver let us look at the features
Within the self assessment area you will see
Moderator Screen
A - Add comments
C - Write summary
D - Publish to
E - Save
F - Export to excel
A. You can add, edit and delete comments to each of the key questions in the assessment, there is also a Mark as resolved which can be clicked by the moderator and any user this has been published to
B. Write summary, this allows the moderator to write an overall summary rather than against individual key questions
C. Publish to allows you to select who can view the moderator comments, just click and select who you wish to see the comments
D. Once you have completed you can click set moderated and it will change the status of the self assessment and can then be sent for approval
E. You may not wish to moderate in one session, the save function allows you to save your comments, and the status will remain at pending moderated until you have completed and click set moderated (D)
F. You may wish to export your full moderator comments to review, this allows you to download into excel
Approver Screen
A - Add comments
B - Write summary
C - Publish to
D - Set approved
E - Reject
F - Export to excel
A. You can add, edit and delete comments to each of the key questions in the assessment, there is also a Mark as resolved which can be clicked by the Approver and any user this has been published to
B. Write summary, this allows the Approver to write an overall summary rather than against individual key questions
C. Publish to allows you to select who can view the Approver comments, just click and select who you wish to see the comments
D. Once you have completed you can click Approve, this will lock the self assessment to all users
E. If there is further work to be done on the self assessment, you can click reject, this sets the status back to moderated. Once updated the assessment can be submitted for approval again.
F. You may wish to export your full approver comments to review, this allows you to download into excel
Within the self assessment area you will see
Moderator Screen
A - Add comments
C - Write summary
D - Publish to
E - Save
F - Export to excel
A. You can add, edit and delete comments to each of the key questions in the assessment, there is also a Mark as resolved which can be clicked by the moderator and any user this has been published to
B. Write summary, this allows the moderator to write an overall summary rather than against individual key questions
C. Publish to allows you to select who can view the moderator comments, just click and select who you wish to see the comments
D. Once you have completed you can click set moderated and it will change the status of the self assessment and can then be sent for approval
E. You may not wish to moderate in one session, the save function allows you to save your comments, and the status will remain at pending moderated until you have completed and click set moderated (D)
F. You may wish to export your full moderator comments to review, this allows you to download into excel
Approver Screen
A - Add comments
B - Write summary
C - Publish to
D - Set approved
E - Reject
F - Export to excel
A. You can add, edit and delete comments to each of the key questions in the assessment, there is also a Mark as resolved which can be clicked by the Approver and any user this has been published to
B. Write summary, this allows the Approver to write an overall summary rather than against individual key questions
C. Publish to allows you to select who can view the Approver comments, just click and select who you wish to see the comments
D. Once you have completed you can click Approve, this will lock the self assessment to all users
E. If there is further work to be done on the self assessment, you can click reject, this sets the status back to moderated. Once updated the assessment can be submitted for approval again.
F. You may wish to export your full approver comments to review, this allows you to download into excel
Updated on: 06/02/2023
Thank you!