In order to track external training, you will need to create an Approval Agent over the team of learners who will need to input credits. This will allow learners to put this information into the system, and a designated agent to approve or deny the request.
To create an Approval Agent:
- Select Administration from the main menu dropdown
- Select People from the sidebar menu and then click Approval Agents
- Click on New Approval Agent on the top right, which will open up a new window
- Choose from one the 4 Request Type(s):
- Registration – Requires the learner to request approval before self-enrolling.
- Withdrawal – Allows the learner to request withdrawal from a classroom course.
- External Training Credits – Allows the learner to request credit for external learning.
- External Training Registration – Allows the learner to request a course to be held/created.
- Select the Agent Team and Learner (the individual(s) that will approve or deny the request)
- Enter Target Information.
- Content Group/Content (if applicable) – The course or group of courses the learner must request approval to take.
- Team/Target Learner – The Learner or Team that the approval agent applies over.
- Select the Default Action. If there has not been any action on the request after the specified amount of days, the system will automatically deny or approve the request.
- Review the information and click Create.
To Add Approval Requests Widget to Homepage:
- Select Administration from the main menu dropdown
- Select People from the sidebar menu and then click Teams
- Select your Team, click the Actions dropdown menu, then Customize Homepage
- Select the Approval Requests widget from the sidebar and drag it over to your customize homepage
- Review and click Save and Publish
Learners can then submit an External Training Request:
- Click the Approval Request button from the homepage to launch the form
- The requests goes to the Approval Agent for review
- Upon approval, the external training appears in the learner's transcript