Managing Approvals


The Approvals menu is where you define and edit who has the authority to approve employees' attendance on training courses. The requirement for approval can then be added to an item in a learning path or catalogue.

You can set up approval groups, and within these groups have one or more people with approval authority, and set whether an item going to the approval group has to be approved by all or any member of the group. If all members of an approval group need to agree to an item for approval, you can set a specific approval order if required. For example, if you add an approval group which has three managers in it, John, Bill and Martin, you have three criteria options that you can apply to the approval group. These are:
 

Criteria

How the approval would work

All of the members

John, Bill and Martin would all have to approve the item, but it wouldn't matter in what order they did it.

Any of the members

All members would receive the request to approve the item, but once one of them approved it, regardless of which manager it was, the item would be approved. Approval would then not be required from the other two in the approval group.

From Members in the specified order

If you had the managers names listed in the Manage Members page in the order Martin, John, then Bill, with this criteria selected Martin would receive the request to approve the item first. Once he had approved it the request would then go to John, who would then need to approve it before it was finally sent to Bill for approval. If any of them rejected the approval the item would be sent back as not approved.

 

From the Approvals menu you can also view a list of users currently awaiting approval for a course. From this list you can view the user's name and department, and click through to view the course name and date.  

See also:

How to add a new approval group

How to edit an approval group