Default Approval Requirements by Division
When determining the approval requirements for a learning object, the system first checks the User Record - Required Training Approvals field, then the Learning Object setting, and finally the Approval Requirement for the Training Type.
To manage default approval requirements, go to
.
PERMISSION NAME | PERMISSION DESCRIPTION | CATEGORY |
The preferences are divided into the following sections. Select the appropriate settings in each section:
Custom Relationships as Approvers
If custom relationships or miscellaneous users or groups are added as approvers in a custom approval workflow template, those users must have the permission in order to access those pending approvals. This permission should be added to the corresponding custom relationship role, and approvers outside of a standard or custom relationship also need the permission via one of their security roles. The easiest overall solution to this is to add the permission in the default user role. This has no impact if a user is not a designated approver or manager. Having this permission is necessary, however, if the user becomes part of a population of training approvers via a custom training approval workflow template.
Overwrite Settings
Select this option to overwrite custom settings for child division OUs. If you overwrite custom settings for child division OUs, the selected settings are applied to both new and existing child OUs. Any previously customized child OUs are updated with the selected settings.
- If this option is unselected, then only the child OUs that do not have customized settings are updated, as well as any OUs that are added in the future.
- A child OU that has not been customized always inherits from the parent, regardless of whether this option is selected.
- An OU is considered customized if its preferences or settings have been changed.
Save
Click
to save the selected preferences.