Path: Community Settings >> Member Management >> Group Based Moderation >> Community Level Group Based Moderation

Community-level group based moderation helps administrators set-up group moderation across the entire community.
The ideas assigned to this specific group are held in a Pending queue until a group moderator changes its status from Pending to Active.

Advanced Group Moderation adds an additional tier to the traditional moderation paradigm allowing for a two-step approval process if the Strict approval is enabled from settings where approval is required from group moderator and then global/campaign moderator or vice-a-versa to make the idea active.

Community Level Group Based Moderation Setup-

1. Type of Group-Based Moderation: Choose the type of Group Moderation from the dropdown "Community Level Group Based Moderation.

2. New Member Group: Click on the 'New Member Group' button to create a New Member Group e.g. 'Human Resource', and Save Changes.

3. Now, the newly created member group 'Human Resource' would be seen under this section "Member Groups for Group-Based Moderation".

4. Click on "Manage Criteria" button and this will open up the option to select a group from existing groups whose members will be pulled into the newly created group/criteria for moderation.

Click here to know more about how to create new group!

5.  Once the "Group" is selected, the members from the selected group are auto-assigned to the member group. The "Members" column will show the number of members assigned to that group.
The screenshot below shows that "5" members are added.

6.  In the section " Member Groups for Group Based Moderation", below the column "Moderators", click on the number appearing in blue color (refer to the screenshot above).

A new page where Group Moderators can be added is seen. Click on the "Add Moderator" button.

7. You will be able to search the person based on email address or member profile question responses. If you enter the email address of the member and click on the "Search" button, the search results show the member's name. Check the checkbox and click 'Assign' button to assign the member as a Group Moderator for that group. 

Note:
a) A member group can have more than one Group moderator.
b) Group Moderators can also be Assigned or Unassigned from Community Settings >> Member Management >> Moderators

8. Strict Approval Moderation: Strict Approval Moderation is an advanced form of Group Moderation and requires a two-step approval process before the idea becomes Active.

When Strict Approval is 'ON'. There are two types of approval order Administrator can choose to either have
Group-Based Approval First: The Group Moderator has the precedence to approve the idea first.

Or

Campaign Based Approval First: A Campaign Moderator has the precedence to approve the idea first.

When Strict Approval is "OFF"-
All Moderators e.g Global Moderator, Group Moderator and Campaign Moderator will have equal rights to approve and moderate the idea.

When Strict Approval is "ON" and
Approval Order is 'Group Based Approval First''

a) Group members submitted ideas will be in the 'Pending Approval' stage.
b) Ideas should be first approved by the Group Moderator. Global and Campaign moderators can not see the idea until the Group Moderator approved it.
c) The idea will go for the next approval to Global Moderator and Campaign Moderator after approving by Group Moderator.
d) After that, the Idea will be visible in the community for all.

When Strict Approval is "ON" and
Approval Order is 'Campaign Based Approval First''

a) Group members submitted ideas will be in the 'Pending Approval' stage.
b) Ideas should be first approved by the Global Moderator or Campaign. Global and Campaign moderators can not see the idea until the Group Moderator approved it.
c) The idea will go for the next approval to Global Moderator and Campaign Moderator after approving by Group Moderator.
d) After that, the Idea will be visible in the community for all.

Please Note: 

  • The settings for Strict Approval will be visible to the Administrator only if New Ideas Approval on Campaign level is enabled from Community Settings >> Workflow >> Idea Submission >> Approval Required.
  • If this is not enabled, the Administrator sees the message shown in the screenshot below Admin can click on the word "here" to access the settings.
  • Once it's  enabled the Administrator would see the Strict Approval Moderation setting 

Campaign Level Group Based Moderation

How Group Moderation Works 

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