Certification Bulk Approval

Prior to this enhancement, the certification owners needed to select and approve each approval request one by one.

With this enhancement, the Bulk Approval feature allows for the selection of multiple pending requests so that the certification owners can approve certification user approval requests in bulk.

The certification owners can bulk approve certifications from the Pending Requests page. To access the Pending Requests page, go to CERTIFICATIONS > CERTIFICATION MANAGEMENT > MANAGE PENDING REQUESTS > PENDING TAB.

Note: The navigation instructions to access the Certification Management page may vary, as it is configurable by system administrators.

To bulk approve certification requests, follow these steps:

  1. From the Pending Requests tab, select the checkbox next to each request you want to approve. You may also select the checkbox next to the Requested By label in the table header to select all listed users.
  2. If desired, you may select the Only Show Selected checkbox to only display the requests that have been selected.
  3. After selecting one or more than one request, the Approve button becomes available. Select Approve. After selecting the button, an Approve Request pop-up opens.
  4. Provide any comments regarding the approval, and then select the Approve button to confirm the action.

How Does this Enhancement Benefit My Organization?

This enhancement allows organizations to approve pending requests in bulk and allows the certification owners to better manage certification approval requests with improved searching and filtering. It saves time and increases productive hours of the certification owners.

Considerations

  • The new bulk Approve button is only interactable when selecting one or more items in the pending request list.
  • Bulk Approval only supports up to 1000 approvals at a time. If there are more than 1000 pending requests that require approval, please select requests in batches of 1000. After approval of the first batch, select the next batch of pending requests for approval.
  • Bulk denials are not supported.
  • Selections made for bulk approval will reset if the filters are changed.
  • Selection made for bulk approval is retained on the pending request page if the certification owner navigates to the past requests tab.
  • The process of approving one user at a time for a certification has not been impacted and still can be used.

Implementation

This functionality is automatically enabled for all organizations using the Learning module.

Permissions

The following new permission applies to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Certification - Bulk Approval - Manage

Grants the ability to bulk approve certification approval requests. If the administrator or certification owner does not have this permission, the Approve button for bulk approval will not display on the Manage Pending Requests page. This permission can be constrained by OU and User’s OU. This is an administrator permission.

 Learning - Administration

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Certification - Owner Grants user ability to act as the certification owner, which enables them to view and approve requests for the certification, manage users in the certification, and edit the due date/expiration date for users in the certification. This permission can be constrained by OU and User's OU. This is an administrator permission. Learning - Administration

Security Roles

Upon release, the new Certification - Bulk Approval - Manage permission is automatically granted to the default System Administrator role. Administrators must grant this permission with the appropriate constraints to other roles, if necessary.