Actions - Requests - Peers

From the Requests tab, approvers can access their pending approval requests, view completed requests, and view approval progress. The tab only displays for users with permission to view request items.

Approvers can view peer approval requests from the Requests tab of the Universal Profile: Actions page.

To view approval requests, go to Home > Universal Profile > Actions. Then, click the Requests tab.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Bio About - View

Enables user to view the Bio page for users within their permission constraints. This permission must be enabled to view the Transcript page within Universal Profile. If a user does not have this permission and they click a person's name or user photo within the Universal Profile, then the Bio page will not open.

On the Learner Home page, this permission also allows end users to view the Completions & Hours field, the training sidebar, and the Continue Learning carousel.

This permission can be constrained by Employee Relationship, OU, User's OU, User's Direct Reports, User Self and Subordinates, and User. Note: For security purposes, this permission is constrained to User Self and Subordinates by default. However, the permission constraints can be modified to allow users to view the Bio About page for other users.

 Universal Profile
Request Items - View Allows user to access the Requests tab on the Universal Profile > Actions tab. This permission cannot be constrained. Universal Profile

When a peer approval request is displayed on the Requests tab, the following is displayed for each request:

  • Color Strip - The left edge of the action item icon is color coded to represent proximity to the due date of the action item. For example, if the action item due date is past due, then the color strip is red to indicate that action is required immediately. If an action item due date is not eminent, then the color strip is green to indicate that action is not required immediately. See the Color Strip Key section below for additional information.
  • Title - This displays the action item title. Click the action item title to view the Universal Profile - Bio page for the peer. The user's Bio page cannot be viewed if the approver does not have permission to view the peer's Bio page or if the peer is an external user.
  • Date Submitted - This displays the date on which the item was submitted for approval.
  • Group - This displays the peer group to which the peer is being added.
  • Submitted by - This displays the name of the user who submitted the peer for approval.

Approve

To approve the request, click the Approve button . This commits your approval decision for that peer. If the email is configured, then this action triggers an email notification to alert the user that their development plan was approved.

Deny

To deny the request, click the Deny button .

Options

The following options may be available from the action item drop-down menu:

  • View - Select this option to view the Universal Profile - Bio page for the peer. The user's Bio page cannot be viewed if the approver does not have permission to view the peer's Bio page or if the peer is an external user.

Color Strip Key

The following colors are available:

  • Red - Due today or past due
  • Orange - Due within the next seven days, not including today
  • Green - Due after seven days