Managers and approvers can manage pending training requests from the View Pending Requests page. To access the View Pending Requests page, go to the Welcome page and click the Approve Training link in the Your Inbox widget.
Note: The Your Inbox widget must be enabled for the portal by the administrator. If the Your Inbox widget is not enabled, then managers can manage pending training approvals on the Action Items tab in My Team.
|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|
To manage training approvals on the View Pending Requests page:
- Find the pending request you wish to approve, defer, or deny.
- Click the Approve , Defer , or Deny icon under the Options column.
- If a training purpose with a category that requires a two-step process is associated with the LO, the Purpose column displays. The category must be selected in the Select Category drop-down prior to approving or denying the training. If there is only one category configured for the training purpose, then the field is always pre-selected and read-only.
- If an external training requiring completion approval is also associated with a certification that has the Delegate the approval process of external training to user's manager option selected, then you are taken to the Certification Approval Requests page. See Certification Requests - Managers.
Helpful Hints - Training Approvals
When Approval is required for training, the approval is routed in the following manner:
- If a training purpose with conditional approvals is associated with the LO and the LO does not have a predefined approval workflow, then the training purpose approval workflow is followed.
- If there are no categories associated with the purpose and the LO requires one approval, then the status of the LO for the user is Approved if the manager is defined as an approver.
- If a category is associated with the purpose and the LO requires one approval, then if the manager is defined as an approver, the manager is required to select a category on the approval page for each assigned user before the status of the LO on the user's transcript is Approved.
- If the approver selects a category that applies a conditional approval, the system adds the conditional approval upon completion of the current approver's approval or denial action. Conditional approvals defined for a category are only applied upon the approval or denial made by the first approver and cannot be reapplied by a second approver even if the category is changed. However, if an approval is deferred by the first approver, then the second approver acts as the first approver when applying conditional approvals.
- For Initial requests, the training purpose is read-only, and category is a required field. For Completion requests, the training purpose and category are read-only.
- When training is deferred, the request is sent to the next approver in the Approval chain.