The LMS offers a number of features to help portal administrators and managers oversee employee training requirements and approval processes.
From the Navigation page, employee oversight and approvals take place from the My Team page. In addition to a graphic summary of team progress visible at the top, managers have a number of tools available to them from this one page:
Portal administrators and managers will continue to have direct access to the Approvals page from the Navigation page.
Manage Pending Enrollments
To manage pending course enrollment requests:
When students attempt to enroll themselves in a classroom course that is set to allow interests and require approval, their interest must be approved before they can enroll in an Offering. This type of course configuration allows LMS administrators to utilize demand forecasting to determine when and where they should offer a class next.
To approve a pending interest:
Portal Administrators with Company-level profiles can approve, modify, or deny new user Self Registration requests across the entire organization. LMS customers have the option of extending this type of approval responsibility to additional user Roles. To learn more about this customization option, please contact your Latitude Account Manager or our Support Team at firstname.lastname@example.org.
The scope of approval rights for other managerial users relies on customized fields being added to the standard Self Registration form -- especially the new user’s Location and Default Position assignments. When these key fields are added to the form, the LMS can reference the user-submitted information to determine which managers should be notified of the request, as well as who has rights to approve or deny the new user registration.
To approve new users who have self-registered for LMS access:
The standard Latitude Learning LMS comes with a Message Editor feature. This flexible tool set allows Portal Administrators to edit and brand system-generated messages, as well as dictate the method in which automated messages are sent to users.
By default, automated messages include notifications related to user requests and approvals of all types. Depending on your LMS message settings, users submitting requests may receive a notification via email and under the Messages page, indicating that their action (enrollment, interest, registration) is pending approval. They may also receive follow-up messages when their request is approved -- with next-step instructions -- or when their request is denied -- with the reason for rejection.
When analyzing issues within the chain of approval, reviewing the profiles of everyone involved will usually reveal an inconsistency in position or organization assignment between the requesting and approving parties. Flaws in organizational structure and reporting relationships within user profile assignments, or your Position Hierarchy, can prevent managers from seeing expected employee requests or grant them unintended approval responsibilities.
This is how roles, positions, and organizations impact a user’s ability to process approvals:
Organizations: A user’s organization assignments fine-tune the list of employees for whom they can approve requests. As such, a user can only process requests for subordinate employees within their organizational scope of influence. Positions and roles only have impact at the organizational levels provided by a user's profile assignments.
Positions: Each Position can be associated with superior and/or subordinate positions, creating a Position Hierarchy. These associations are the key to defining employee reporting relationships. Users, including those with a portal administrator role, will only see users they are directly or indirectly subordinate to them via the position hierarchy (or manager selection in portals using person-to-person reporting.)
Roles: Roles only determine whether or not the user is provided an additional “Approvals” item in the Administration menu or in the Classic Home left navigation menu.