A report / assessment moderation feature was added. This feature, if enabled, will require the moderation of end of session reports before they can be viewed by the client. When a session is marked as COMPLETE and a report is made, the report will appear on a moderation list. Administrators and staff users can accept the report or make changes to the report if needed.
Until the report is moderated, you are not allowed to download a PDF copy of the report or e-mail the report to the client. Instead, there is an orange message saying, "report awaiting moderation."
Staff must have the permission, "Manage Assessments" to moderate reports. Administrators and staff will see an icon at the top-right of all pages, that looks like a page with an eye. When there are no reports to moderate the icon will be green or white. If there are reports to moderate, the icon will be red, orange, or black. The color depends on your color scheme.
When the eye icon is clicked you will be taken to a list of reports that are awaiting moderation. You can view and edit reports from the list. When you are happy with the report, there is a green checkmark option that will release the report. Once the report is moderated the client will be able to see and download the report. In addition, you will be able to e-mail the report to the client.
We added an option to e-mail the report to the client on the assessment table list and when you are viewing an assessment.
To enable report moderation do the following:
- click on your name at the top-right
- choose ACCOUNT SETTINGS
- click SYSTEM from the sub-menu
- click the SESSION CONTROL tab
- scroll down to ASSESSMENT / REPORT MODERATION DEFAULT
- select YES
From this point onward, all sessions added to your calendar will require moderation before reports are shown to the client.
If you have open sessions on the calendar before this feature was added and you want to enable report moderation on them, please contact Bizstim support and we will help you flag those open sessions. We need your business name and whether you want all open sessions to be moderated or sessions after a specified date.
Alternatively, you can give us a call at 1-844-588-2200.
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
