Approval agents are used in the system to track external training and to enable registration to complete training. Creating approval agents allows learners to submit for credit training or ask permission to attend training. A designated person will be able to approve or deny these requests and send a message to the learner about the training. Approved training will then appear on the learner’s transcript.
Approval agents can be used for a variety of purposes such as:
- requiring learners to request approval before taking courses
- allow learners to submit external training credits to reflect on their transcript
- provide a spot for learners to request external training options
To set up an approval agent:
- Select Administration from the main menu dropdown
- Select People from the sidebar menu and the click Approval Agents
- Click on New Approval Agent at the top right
- In step one, you will select the request type, and the agent
- Select the request type, the team and learner that can approve or deny the request
- Registration allows learners to submit a request to register for a course
- Withdrawal allows learners to submit a request to withdraw from a course
- External Training Credits allow learners to submit training they've taken outside the system for credit in their transcript
- External Training Requests allow learners to submit ideas they have for future training they'd like to take
- In step two, select which team this approval agent will apply two (you can also select a specific content group or piece of content tie the approval agent to)
- In step three, you will determine what course of action the system will take in the event an approval agent cannot approve or deny a request after a certain amount of time
- Lastly, review the information and click Save