Updated as of Version 26.02.
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Enrollment Approval

Many courses require that learners be approved for enrollment.  As a manager or direct appraiser, you may be designated as an enrollment approver for one or more learners or courses. As such, you can approve or deny enrollments.  

You have the option to delegate your approval authority to another LMS user for a specified period of time.  For example, you may want to delegate your approvals when you are going on vacation.

You must have the proper permissions to access and take an action on enrollments. If you are notified that you have a pending enrollment approval, but can't access Enrollment Approval screen, please contact a system administrator.

Approve or Deny Enrollments

  1. Go to Home > Workspace > Enrollment Approval.
  2. Assigned enrollment approvals are listed on the page.  You can use the filter fields to locate the appropriate enrollments.
  3. Take one of the following actions:
  • Click the Step Status link to view the status for each approval step in the enrollment.
  • To deny an enrollment step, click Deny. The approval step is removed from the list.
  • To approve an enrollment step for a course with no charge, click Approve. The approval step is removed from the list.
  • To approve an enrollment step for a course with an online payment charge follow the steps below:
  1. Click Add to cart.
  2. Click Proceed to shopping cart. The Shopping Cart page opens with a list of course enrollments you have added to the cart.
  3. Click Checkout. The external online payment gateway configured for your LMS opens, where you can pay for the enrollments.

Delegate Approval

  1. On the Enrollment Approval page, select the Click here to delegate approval authority to other users link.
  2. Click Add new entry.
  3. Enter or browse for the appropriate user.
  4. In the Delegate Name window, browse for and select the appropriate user.
  5. In the Start Date and End Date fields, enter the date window for approval delegation.
  6. Click Save.

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