Session Approve/Defer Attempt

With this enhancement, when acting on a session approval request through My Team or via the Pending Requests Standard Report, approvers are prevented from approving or deferring a session request when the session registration deadline has passed.

To access My Team, go to My Team > My Team. Then, click the Action Items button to view pending approval requests.

To access the Pending Requests Standard Report, go to Reports > Standard Reports > Track Employees. Then, click Pending Requests to open the report.

Note: Deferring requests is only available in portals for which it is enabled by a backend setting.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Approve Training by Approver Grants ability to approve training requests of those for whom the user is the designated approver. Learning
Approve Training by Cost Center Approver Grants ability to approve training requests of those for whom the user is the designated cost center approver. Learning
Approve Training by Manager Grants ability to approve training requests of those for whom the user is the designated manager. Learning

Note: The above image shows the workflow and message on My Team and the Pending Requests Standard Report. Note that for the Pending Requests Standard Report, it is necessary to click Cancel and then deny the request, since a Deny option is not available on the Approve Request page.

Upon clicking Submit on the approval request in My Team or clicking Cancel and denying the request on the Pending Requests Standard Report, a message is visible to approvers, indicating the registration deadline has passed and that it is too late to approve the session or that it cannot be deferred. The request will need to be denied. The user can then request or be assigned to another session.

  1. A user requested a session 10 January. The session was not pre-approved, and the registration deadline ends on 12 January.
  2. On 13 January, the user's manager opens My Team and sees that the user has requested the session, but the request is now a pending request because the manager did not take action before the registration deadline.
  3. The manager clicks Approve / Deny in My Team. This opens the Approve / Defer / Deny Request page.
  4. The manager selects the Approve option, and then clicks Submit.
  5. Because the registration deadline has passed, a message appears, indicating the registration deadline has passed and that it is too late to approve the request. The manager must deny the request.
  6. However, instead, the manager selects Defer, and then clicks Submit.
  7. Because the registration deadline has passed, a message appears, indicating the registration deadline has passed and that it is too late to defer the request. The manager's only option is to deny the request.
  8. The manager selects Deny, and then clicks Submit.
  9. The user will need to select a different session. Or, the manager can assign a different session to the user.