Expert User Guide

Discover how to manage your tasks as an expert

Last Updated

February 16th, 2021

Docebo Module

Discover, Coach & Share

Reading Time

6 min

Introduction

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, approve 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 share 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 satisfy as well as which tasks you’ve silenced. 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 by you as the channel’s expert 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 it.

– Questions to Answer. This tab shows all questions from channels or training material in courses that are assigned to the expert. You will see all the open questions, new questions, and silenced 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 Expert Tasks area (access this page from the main menu). Press the Edit icon (Review and Approve) that appears when you hover your mouse over the asset in the list. Now you are on the page of the asset that a user uploaded and shared in one or more of the channels that you manage. The user’s content will be published in the channel (or channels) that you manage only after you as the channel expert review and approve the content. You will see an indication of the channels where the user wants to publish his or her asset at the top of the asset page.

my expert tasks review and approve

Editing an Asset

Before approving or rejecting the asset, you can also edit it. To do so, click on the ellipsis button in the action bar in the top right corner, then select the Edit button that appears below.

You as an expert can edit the details of any assets in the channels that you manage, but please note if an asset is shared in different channels managed by different experts, no expert can edit the asset.

editing an asset

Here, in the General tab of the page, you are able to replace the asset’s link or file, edit the details of the content, change its thumbnail or add new tags or edit existing ones. You can also set the option to disable and hide questions & answers and comments related to that specific asset. If you flag this option, users won’t be able to add questions, answers or comments on the asset page. Remember that users won’t see this option on the edit page of the assets they uploaded.

In the Shared with tab you can see the list of users and channels the asset has been shared with. If you want to share the asset with other channels or people, you can do so by clicking on the Share button in the top right corner of the area.

Find more detailed information about how to edit and share an asset in this article

Reviewing an Asset

Once you have edited the content (only if needed), you can go back to the asset’s page and decide to approve or reject it.

reviewing an asset

To approve the content, press the Approve Asset button. The asset will be published in the channels where the user chose to share it and for which you are an expert, and the user will be notified about your decision.

To reject the content, press the Reject Asset button. This asset will not be published in the channels where the user chose to share it and for which you are an expert. Please note that the asset could be published in other channels where you are not the expert and the channel’s expert approved the content. The user will be notified about your decision.

Additionally, from the asset’s page, you can also rate the content using the stars. These ratings will be visible in the channels where the asset is published.

Notification for the Expert’s Peer Review

When a user uploads an asset sharing it within a channel which requires expert’s peer review, you as an expert receive a notification in the platform’s Notification area, informing you that you have a new asset to review. Simply click on the Review Asset button in the text of the notification to open the asset’s page and start your review.

You can also find the assets that need your review in the Assets to Review/Approve tab in the My Experts Tasks area as explained in the chapters above in this article.

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.

As an expert, on the edit page of an asset, you can also set the option to disable and hide questions & answers and comments related to that specific asset. If you flag this option, users won’t be able to add questions, answers or comments on the asset page. Remember that users won’t see this option on the edit page of the assets they uploaded.

disable and hide questions & answers and comments

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, but note that you cannot add tooltips when you upload a link of a video (a link of a video from YouTube for example).

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.

adding tooltips

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.