Expert User Guide

Discover how to manage your tasks as an expert

Last Updated

May 27th, 2020

Reading Time

4 min


In your learning platform, your Admin may consider you as an expert in a certain field or topic, which means that you can help other learners better contribute to your platform’s knowledge repository by peer-reviewing the content that they’re sharing, answering questions, and more. Channels in your platform may relate to the topics in which you’re considered an expert, and thus you may be assigned as the expert of that channel.

As a channel expert, you will be assigned to manage one or more channels in the platform. This means that you can review content uploaded by the learners and, through the peer-review process, publish or reject the content. You can also answer questions from learners about the channel that you manage or about specific assets. This article outlines all of the tasks that you may have as an expert.

This article outlines how to use the informal learning approach in your platform as an Expert. To learn how to contribute assets and use this approach as a learner (not as the Expert of a channel), refer the Share the Knowledge section of the Learner Guide.

My Expert Tasks

Once new content has been uploaded to a channel that you’re managing, you will see a notification in the platform. To see all of your notifications, press the bell icon at the top of your platform. To see all of your tasks, press the My Expert Tasks item in the main menu.

Expert tasks are divided into two or three sections (depending on Administrator settings): Requests to Satisfy, Assets to Review/Approve, and Questions to Answer:

– Requests to Satisfy. This tab shows which tasks have been assigned to you as an expert that you have yet to be satisfied as well as which tasks you’ve muted. To satisfy a request, you need to answer the question, optionally using an asset as part of the answer. There is a message below the question clarifying that an asset has been requested as part of your answer. Please note that you may not see this tab in your platform, depending on Administrator settings.

– Assets to Review/Approve. This tab shows assets that have been uploaded by users but have not been published because they are waiting to be approved via the peer review process. You can view all content to review, only new content, and muted content. To review an asset, you need to use the peer-review process. Refer to the next section of this article to learn more about the peer-review process.

– Questions to Answer. This tab shows all questions from channels or learning objects in courses that are assigned to the expert. You will see all the open questions, new questions, and muted questions.

The Peer Review Process

You can find the content needing to be peer-reviewed by you in the Assets to Review/Approve tab in the My Experts Tasks area (access from the main menu). Press the Edit icon that appears when you scroll your mouse over the asset in the list. Now you can edit the details of the content, add new tags, or discuss any details with the contributor using the chatbox on the right side to verify the content and request additional information. However, note that you cannot change the visibility of the content (private or public), as only the platform Admin can do that.

Additionally, you can rate the content related to your topic of expertise. These ratings will be visible in channels. Once the peer-review process is complete, you should publish the file, thus making it available for all learners in the channels. Press Save when finished.

Managing Questions & Answers

Once the content has been published, any user can ask questions about it, which triggers the coaching process, whereby you as an expert (and other users, if the Administrator has granted them permission) can respond and evaluate the responses of others. A discussion is only considered complete when a response is tagged as the best one. Please refer to this article to learn more about this process.

Adding Video Tooltips

Tooltips are short overlay messages (up to 100 characters) that you, as an expert, can add to screen recordings or videos to provide learners with extra information on the content or to stimulate users’ attention. You can add tooltips to the video you upload, and to any video uploaded by any user in the channels that you manage.

In order to add tooltips to a video, once it is uploaded to the channel, enter the video page, and click on the ellipsis button in the top right corner, then select Video Tooltip. The tooltip editor page shows the video in the upper area, and the video timeline in the lower part of the page. 

Click the plus button in the tooltip editor area to add a new tooltip in the video timeline. Place it in the correct position, and make it last as long as you need by extending the tooltip length in the timeline. You can choose between a dark or light style for better visibility according to your content. Add your text, then press Save.

The tooltip will be displayed at the playbar position. You can add more than one tooltip for the same timing, in this case, a new layer will be added to the timeline. You can select a tooltip from the video timeline to edit, position and duration in time. The minimum duration is 3 seconds without any limitation in max length. To remove a tooltip, click on Delete. To edit a tooltip, select the tooltip and proceed with the changes, then press Save to confirm. Click Back to View Mode to go back to your video. 

Viewing a User Personal Channel

As an expert, you have the ability to view a user’s personal channel, which will display all of the shared assets of the user. When viewing an information learning asset within a channel that you manage, press the content author’s name.

You will be redirected to his or her personal channel, where you can see all of the content updated by the user.

Please note that as an expert, you can only view published content in channels that are visible to you when viewing another user’s personal channel.