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.
To manage default approval requirements, go to.
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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.
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.
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.
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.
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.