Reviewing online claims for OCR Nationals

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Reviewing online claims for OCR Nationals

• A step-by-step guide for assessors

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Introduction

• This guidance explains how to process online
  claims for OCR Nationals using our secure
  extranet, Interchange (https//interchange.ocr.org
  .uk).
• For getting started with Interchange, see our
  quick start guide at www.ocr.org.uk/interchange.

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Summary of the process
3 Choosing the qualification
6 Creatingthe centrefeedbackreport
4 Selecting the sample
5 The moderation visit
2 Locatingthe claim
1 Receiving a claim
7 Startingthereview
Sampling
8 Locating theclaim
9 Choosing the qualification
Reviewing
10e Withdrawinga grade fromthe claim
10a If you arehappy withthe wholeclaim
10b If you arenot happy with the whole claim
10d Amendinga grade fromthe claim
10c Amendinga unit fromthe claim
12 Viewingthe detailsof a claim
11 Malpractice
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1 Receiving a claim
You will receive an email informing you that one
of your allocated centres has submitted a claim.

• The email provides you with the centre number and
  qualification details to allow you to identify
  the claim.

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2 Sampling locating the claim
Log in to Interchange, hover over Assessors in
the left-hand menu and click on Request a
sample.You will see a list of your allocated
centres. Select the appropriate centre and click
on Ok.
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3 Sampling choosing the qualification
Choose from qualifications listed for that
centre. You will see a list of the claims
submitted for that qualification. To view the
claim, click on select.
Claims are listed by submission date oldest
first. The date and time of the email will help
you identify the claim.Please be aware that the
centre may submit more than one claim.
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4 Sampling selecting the sample
Select candidates for sampling.Following the
sampling guidance in your VM handbook, select
candidate(s) to be included in the sample. Check
the box in the unit column for the candidate you
have chosen. Once all candidates/units have been
selected, click Save to save your claim, then
click Submit to centre.
Unit columns
You can filter the claim shown by units, centre
assessor and centre grade to help you make your
selection. Please note if you use this method,
you must click Save after making any amendments
before changing to show another unit, assessor or
grade.
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Carry out your moderation visit as set out in the
Instructions for Visiting Moderators for OCR
Nationals.
5 The moderation visit
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6 Creating the visiting moderator report
Once you have completed the moderation,you must
complete a visiting moderator report. This is a
paper-based report that must be completed at the
centre, after the moderation visit and signed by
you and the centre contact. The white copy of
the report must be left with the centre.
Refer to the Instructions for Visiting Moderators
for OCR Nationals for information on what to do
with each copy of the form.
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7 Reviewing starting the review
Once you have completed the moderation If you
are happy with the whole claim, follow the
process explained in step 10a. In the event that
you are unhappy with the whole claim, follow the
instructions in step 10b and, if you suspect
malpractice, see step 11. If, however, you are
unhappy with part of the claim and wish to
withdraw or amend a unit or grade, you should
follow the instructions in step 10c, step 10d or
step 10e.
IMPORTANT You cannot review a claim in stages
the whole claim must be reviewed in one sitting.
If you allow your Interchange session to time
out before submitting the claim, you will lose
any changes you have made.
If you are unhappy with part of the claim, you
can amend the grade or withdraw a unit. You
cannot withdraw individual candidates.
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Log in to Interchange, hover over Assessors in
the left-hand menu and click on Review claim.
You will see a list of your allocated centres.
Select the appropriate centre and click on OK.
8 Reviewing locating the claim
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9 Reviewing choosing the qualification
Choose from qualifications listed for that
centre. You will see a list of the claims
submitted for that qualification. To view the
claim, click on select.
Claims are listed by submission date oldest
first. The date and time of the email will help
you identify the claim.Please be aware that the
centre may submit more than one claim.
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10a Reviewing if you are happy with the whole
claim
If you agree with all the decisions of all the
centre assessor(s) in the claim, click on
Confirm all centre claims. This will confirm
the whole claim in one action.All units will
show as Reviewed. Next, confirm that there are
no issues with the claim by selecting No next
to OCR Review of centre required,then click on
Submit to OCR and the claim will be processed.
Click confirm all centre grades if you wish to
confirm the original centre claim without change
IMPORTANT The claim cant be submitted to OCR
until you see the yellow Reviewed message for
each unit.
If you select Yes in error, no certificates
will be produced. Only select Yes if you
suspect malpractice (see step 11).
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10b Reviewing if you are unhappy with the
whole claim
If you disagree with all the decisions of all the
centre assessor(s) in the claim, click on
Withdraw all centre claims.This will withdraw
the whole claim in one action. Select No next
to OCR Review of centre required (unless you
suspect malpractice see step 11) and click on
Confirm withdrawal.NB This option is usually
used on the rare occasions that there has been a
complete misunderstanding by every centre
assessor of the criteria for the qualification.
Click to withdraw the whole claim.
Do not click on Confirm all centre claims
this will confirm the centre assessors
decisions as if you have not made any changes.
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10c Reviewing amending a unit
To confirm or withdraw a particular unit in the
claim, navigate to the unit you wish to review
and tick either the Confirm all or Withdraw
all box, then click Update.This will
confirm/withdraw every grade for this unit for
all centre assessors.
Tick the Confirm all box to confirm all the
centre assessor(s) grade(s) for this unit if you
agree with every grade in this unit.
If you make changes within a claim you must
confirm all remaining units individually,
remembering to click Update for every unit as
you go along.
Tick the Withdraw all box to remove all the
centre assessor(s) grade(s) for this unit if you
disagree with every grade in this unit.
IMPORTANT ticking a box under any of the
assessors names will affect all grades for all
assessors.
Click on the arrow next to a unit title to expand
and view detailsof the claim for that unit.
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10d Reviewing amending a grade
If you disagree with the decision of a particular
centre assessor for one or more units, you can
amend the centre assessors grade(s). Navigate
to the unit you would like to amend, click the
radio button in the Pass, Merit or Distinction
column you wish to amend and click Update to
confirm the change. You can change all candidate
unit grades up or down from here.
Do not tick Confirm all or click Confirm all
centre claims this will confirm the centre
assessors decisions as if you have not made
any changes. Do not tick Withdraw all or
click Withdraw all centre claims this will
remove all grades.
If you make changes within a claim you must
confirm all remaining units individually,
remembering to click Update for every unit as
you go along.
Click on the arrow next to a unit title to
expandand view details of the claim for that
unit.
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10e Reviewing withdrawing a grade from the
claim
If you disagree with the decision of a particular
centre assessor, you can withdraw a specific
grade.Navigate to the unit you would like to
amend, then tick the Withdraw claim box for the
grade you would like to withdraw. This will
withdraw this specific grade for this unit only
for this centre assessor. Click on Update to
save the changes.
Click on the arrow next to a unit title to expand
and view details of the claim for that unit.
Do not tick Confirm all or click Confirm all
centre claims this will confirm the centre
assessors decisions as if you have not made
any changes. Do not tick Withdraw all or
click Withdraw all centre claims this will
remove all grades.
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11 Reviewing malpractice
If you suspect malpractice, review the claim as
normal, following the relevant steps from step 7
to step 10e. You can confirm withdraw, or amend
grades for all units. Before submitting the
claim, select Yes from the OCR Review of
centre required drop down menu and click Submit
to OCR. This stops the claim going through and
you should follow the normal malpractice
procedures.
Further information about malpractice can be
found in the Instructions for Visiting Moderators
for OCR Nationals.
IMPORTANT Select Yes from the dropdown menu
before clicking on Submit to OCR
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12 Viewing the details of a claim
You can view the details of a claim and check its
status by hovering over Assessors in the
left-hand menu and clicking on View claim
history.Select the relevant claim from the list
and click View.
Any withdrawn candidates/units will be indicated
by X (except where the whole claim has been
withdrawn, in which case X will not be
displayed).
Green ticks indicate candidates and units
selected for sampling.
Bold grades are those that will be certificated,
grades in brackets are those originally claimed
by the centre
The centre assessors initials will appear
underneath each grade.
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Further assistance
If you have any problems, please contact the VRQ
Team on 02476 496553 or at opsvrqteam_at_ocr.org.uk,
quoting the centre number and qualification
entry code.