I’m seeking advice and experience from admins/mods that have moved from vBulletin (or any platform using warnings and infractions) to Discourse and how your moderation process has changed. We were dependent on warnings and infractions and being able to reference them during forum policy violations.
In the past, if the offense wasn’t blatant or minor, we would send a warning PM and apply a warning to the user account, which was tracked at the user account level (accessible to all mods). If the offense was blatant or the user was around longer than a “new user” and committed a violation, infraction and PM. Recurrence of offenses (infractions total hit a limit or some time period) or just blatant violations would be met with temporary or permanent bans.
Now on Discourse, with just official warnings, we’re wondering how others sites and teams are approaching this. Are you simply making everything an official warning and PMing, so you can track the action/behavior at the user level, with that information available to all of the mod team members? Or are you still informally warning with a PM first? If the latter, how do you keep record of this offense for later reference if the user does violates policy again and you need to be able to make that connection?
Even on VB our mod team had a spreadsheet where we recorded offenses, and used that as a reference for all moderators.
Any other tips you could share would be awesome. Thanks!