Actions - Requests - Training Forms

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

Approvers can view training form 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
Request Items - View Allows user to access the Requests tab on the Universal Profile > Actions tab. This permission cannot be constrained. Universal Profile
EMAIL NAME EMAIL DESCRIPTION ACTION TYPE
Training Form Approved User's training form marked Approved by an Approver. Training Form Management
Training Form Denied User's training form marked Denied by an Approver. Training Form Management

When a training form 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 user's training form.
  • Date Submitted - This displays the date on which the item was submitted for approval.
  • Status - This displays the current status of the request.
  • Submitted by - This displays the name of the user who submitted the training form for approval.

Approve

To approve the request, click the Approve button . This commits your approval decision for that training form. The training form's status is updated to Approved. If the email is configured, then this action triggers an email notification to alert the user that their training form was approved.

Deny

To deny the request, click the Deny button . If the email is configured, then this action triggers an email notification to alert the user that their training form was denied.

Options

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

  • View - Select this option to view the user's training form. After reviewing the form, click the Back button to return to the Requests page.

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