Pending Requests Report

This report displays outstanding training requests to be approved. Deferring a request will send the request to the next person in the approval chain for that employee.

This report is only available for users who are an approver in an approval workflow.

External Training Within a Certification

  • If an external training is in a status of Completed (Evidence Needed) and is associated with a certification that has external training approval delegated to a user's manager, the external training appears in the Pending Requests report with the Type set as Certification Approval. Note: External Training requests for certifications only appear in the Pending Requests report if the Delegate the approval process of external training to user's manager option is selected for the certification.
  • If an external training request for certification appears in the Pending Requests report, the Type for the request is set as Certification Approval. These external training items appear in the Pending Requests report after they receive completion approval or if they do not require completion approval.
  • If the Delegate the approval process of external training to user's manager option is selected for a certification, the manager can still approve the external training and approve the application of the training to the certification. Once an external training is approved for a certification, any changes to the external training that are made by the administrator or the user are not applied to the external training within the certification.
  • If the Delegate the approval process of external training to user's manager option is selected for a certification, the certification owner or the user's manager can approve the application of the external training to the certification. If either the certification owner or the user's manager approves or denies the external training request, then that request no longer appears to the other approver.

Approve/Defer/Deny Requests

  • Approve - Click this icon to approve the request.
    • If the Delegate the approval process of external training to user's manager option is selected for a certification to which a user submits an external training item, when a manager approves completion of the external training from the Pending Requests page, the manager is automatically taken to the Evidence Needed Approval page.
  • Defer - Click this icon to defer approval to the next person in the approval chain for the employee.
  • Deny - Click this icon to deny the request.
  • Certification Requests - This option is available for certifications that require approval. Click the icon to open the Pending Requests for Certifications page. See Certification Requests - Managers.

Session Approve/Defer Attempt After Registration Deadline

When acting on a session approval request, approvers are prevented from approving or deferring a session request when the session registration deadline has passed. This applies to both traditional classroom and virtual classroom sessions but is not applicable to vILT sessions.

Note: Deferring requests is only available in portals for which it is enabled by a backend setting.

The request will need to be denied on the View Pending Requests page.

If you are attempting to approve the request on the Approve Request page, a message displays to indicate that the registration deadline has passed for the session and that it is too late to approve the request and it also cannot be deferred. The request will need to be denied on the View Pending Requests page. The user can then request or be assigned to another session.

For sessions that require more than one approval level, all approval levels must approve a request prior to the registration deadline, or the request cannot be approved (i.e., Manager Approver approves the request before the registration deadline, but Indirect Manager Approver does not. The request cannot be approved).

Click the Printable Version link to view the report contents in a web page, or click the Export to Excel link to save or open the report contents as an Excel file.