Approval Flows

Approval flows allow the tenant to run a student record through an approval process because they are accepted into a training class

Create an approval flow

1. Navigate to the approval flows list

2. Select New Approval Flows

3. Enter an approval flow name

4. Enter the approval flow steps

   1. Type

      1. Approve - This step will require that the approver make a decision to approve or deny a training record request

      2. Notify - This will send a notification to the approver but wont require them to approve the request

   2. Approver - The designated user for this approval step

   3. Student's supervisor - This is a dynamic step that sets the approval step approver as the student's supervisor (denoted in the student profile Students).

      1. If a user does not have a supervisor the approval will be sent to the default approver

Apply an approval flow to a training class

1. Navigate to the training class list

2. Open a training classes details

3. Select the approval flow tab

4. Select the approval flow you want to apply to the training

• The approval flow kicks off as soon as the training record is added to the class.

• Only one approval flow can be applied to a class at any time. If the approval flow is changed with pending training records, those training records restart the approval process with the new flow.

• All students added to the training class must go through that approval flow to be in an "approved" training record status.

Approving/denying a training record request

1. When a student is added to a training class with an applied approval flow, it will automatically kick off the approval flow process

2. The approper will log in to their profile page or an admin can go to the approvers student details page

3. Select the Supervisor Approval tab. The pending approvals checkbox will be default which will show all pending records ready for approval.

   1. To view or edit an approved or denied request, select the approved or denied checkbox

4. Select edit next to the pending request

5. The approval request modal will show the approval the information they need to approve or deny the request

6. Once approved the request will move on to the next step in the approval flow.

   1. If this approval step is the last gate in the approval flow, the training record will show as approved in the training classes training record list.

   2. If the approval is denied at any point in the approval flow steps, the training record will show as denied in the training records tab and the student will not receive credit for the class.