Manage Approvals

A number of LMS features help training coordinators oversee their list of employees, manage their training goals, and track team progress. Users assigned a supervisory position will gain access to “My Team” and “Approvals” icons on their Navigation page (or equivalent tabs on the Classic Home page "Employees" and "Approvals"). To learn more about how dynamic information feeds the My Team dashboard, CLICK HERE.


Require APPROVAL

Portal Administrators can establish approval requirements for LMS users attempting any of the following activities: 
  • Course Enrollment -- A student enrolls in a course that is set to require management approval.
  • Interest Lists -- A student is ineligible or otherwise unable to enroll in a desired course, and therefore expresses an interest in attending in the future.
  • Self Registration -- A new user wants to register for an account in your LMS portal. For detailed information on this topic, please see related document: User Self Registration Feature

Course Enrollment

When adding or editing a course, in the “Approval Required” field select Yes, as shown below (A).

Note: If your course has been included in a Subscription Program, you may be provided an additional level of approval options: Non-subscribers only. For more information on configuring a course within a subscription, see related document: Create Subscription Programs

Interest Lists

When adding or editing a course, in the “Approval Required” field select Yes and in the “Allow Use of Interest Lists” select Yes, as shown below (A and B).  This will cause courses to require approval prior to being placed on the Interest List.


User Self-Registration

To allow user self-registration as an option, a Portal Administrator must submit a request to the Latitude ClientCare team. Once the self-registration feature is enabled, Portal Administrators may set an approval requirement from their Site Management > LMS Information page using the “User registration requires approval” indicator. 



Manage Approvals

Users with managerial oversight can approve employee requests for account registration, interest list additions, or course enrollments based on which LMS interface they are using. Access pending requests directly from the Navigation page via the Approvals icon, or by using the My Team > Approvals tab. Managers using the Classic Home page should click the Approvals tab. Details on each type of approval are outlined below.


Pending Enrollments

To manage pending course enrollment requests:

  1. Open your Approvals page and select Pending Enrollments
  2. On the Pending Enrollments page, use Search to find particular requirements or review the list as shown.
  3. If there are requests to review and process, under Action, select Approve or Reject and provide a Reject Reason, if needed.
  4. Click Submit to save changes.          

 

Pending Interests

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: 

  1. Open your Approvals page and select Interests.  
  2. Use Search to restrict to particular records or work from the list displayed. 
  3. If there are requests to review and process, under Action, select Approve or Reject and provide a Reject Reason, if needed.
  4. Click Submit to save changes. 

Pending User Registrations

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 ClientCare team.

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:

  1. From your Approvals page, select Pending Self Registrations.
     
  2. The Pending Registrations page lists all of the people under your purview who are awaiting approval for LMS access. To process these records with the default role and position, select Approve or Deny, then click Submit.  Use Change and Approve to modify the Role and/or Position of the requesting user prior to approving the registration. From the resulting pop-up, make any necessary changes and then click Approve Registration.

 

The Student Experience

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.

 

Tips for Troubleshooting Issues of Approval Rights

When analyzing issues within your reporting hierarchy, 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.

In the example below, assume that the position hierarchy is TRA > MNG > STF. Even though Susan is a Manager, she can only approve requests for Staff in her assigned locations: Boston and Albany, not Buffalo. Manager Andre can approve for staff in Albany and Buffalo locations, but not Boston. Both can approve for Jean in the Albany office because both have Albany profiles and positions that supervise Staff. Diana, the Training Administrator, can approve for any organization in the portal. Susan and Andre cannot approve each other’s requests because they are peers.