Approval rules – How do you set up an approval rule for a learning intervention?

With an approval rule, you can ensure that employees only gain access to a learning intervention after it has been approved by a designated manager. This provides control and visibility over who has access to which trainings.

How does it work?

1. Create an approval rule

   1. In the LMS, go to Workflows > Approval rules.

   2. Click Create in the top right corner and select Approval rule.

   3. Select Learning intervention approval – this can be applied to:

• Internal events

• Online trainings

• In-company trainings

Next, fill in the following sections:

• Basic information:
  Provide a name and description for the rule.
• Involved users:
  Select the users for whom approval is required.
• Involved learning interventions:
  Choose whether the rule applies to an entire learning format (such as all online trainings) or to specific learning interventions.
• Approval managers:
  Assign the managers who are allowed to review and approve requests.

Once the rule is active, users must submit a request before gaining access to the learning intervention.

2. Submitting a request by the employee

• Users who fall under an approval rule will see a request form when viewing the learning intervention.
• They can optionally add a motivation to their request.

3. Managing learning requests

In the LMS, go to the Requests tab. Managers have the following options:

• Approve:
  Approve the request, optionally adding a comment. The user gains access.
• Reject:
  Reject the request, optionally providing an explanation. The user does not gain access.
• Withdraw (by participant):
  The user cancels their own request.
• Cancel (by manager):
  A previously approved request is revoked.
  ➤ The user loses access and any progress, unless the learning intervention has already been completed.