Default Approval Requirements - External Training

In the External Training section, the administrator can set the Pre-Approved and Register Upon Approval default settings for external training. In addition, the number of training and completion approvals can be configured, as well as the approval and completion approval workflows.

Note: External training is not a standard learning object, and cannot be managed in Catalog Management.

To manage default approval requirements, go to Admin > Tools > Learning > Learning Preferences > Preferences > Default Approval Requirements.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Default Approval Requirements by Training Type Grants ability to set Default Approval Requirements by Training Type that apply when users request training. Defaults may be overridden at learning object level by those who create and manage the learning objects. This is an administrator permission. Learning - Administration

Pre-Approved

Select the Pre-Approved option to pre-approve external training.

Register Upon Approval

Select the Register Upon Approval option to define the default setting that determines whether the external training is placed into a Registered status upon approval.

Training Approvals

In the Training Approvals field, set the number of approvals required for external training. The system compares this number with the user record setting. If both the user record and Training Approvals are set to greater than 0, the higher number of the two is the number of approvals required for external training for the user. If the user record is set to 0, the user record setting overwrites the Training Approvals field setting and training does not require approval. If both are set to zero, training does not require approval.

Completion Approval

In the Completion Approvals field, set the number of approvals required for external training completion. If this number is set to zero, the user does not require approval for external training completion. When external training requires completion approvals and a user marks an external training as complete, the status of the external training is Pending Completion Approval until the number of required approvals is reached.

Best Practice: Because external training details are entered by the user, completion approval should be required so that the details of the external training are reviewed before the external training is considered complete.

Default Workflow

The Default Approval Workflow field enables administrators to define a default approval workflow for external training. Select an approval workflow template from the drop-down. When selected, the template is used as the default approval workflow for all external training.

The default value is "System-Generated Template." This is the default approval workflow for the portal.

Default Completion Approval Workflow

The Default Completion Approval Workflow field enables administrators to define a default approval workflow for external training completion. Select an approval workflow template from the drop-down. When selected, the template is used as the default approval workflow for all external training completions.

The default value is "System-Generated Template." This is the default approval workflow for the portal.

SF-182 Post Training Approvals

For SF-182 forms, post-training (completion) approvals can be configured via the Default Approval Workflow Templates page and the Default Approval Requirements for External Training page. The first approver who approves displays in Section F on SF-182 forms.

Section F allows for the printing of the following fields:

  • Full name
  • Title
  • Email address
  • Phone
  • Approval date
  • Signature box with full name displayed

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