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?
Create an approval rule
In the LMS, go to Workflows > Approval rules.
Click Create in the top right corner and select Approval rule.
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.