✋ There are multiple approval types. For example, a waitlist request, a request to join a private group, an assessment waiting to be marked. This article covers learning approvals.
Learning Approval Requests
Admins can add a learning approval to a Course, Event, Program, or Assessment. This means a user needs to make a request before taking the learning. Admins can also enable groups of users to have a pre-approval so they automatically are 'pre-approved' and do not need to follow the request workflow.
Admins can also have the approval request go to the Manager to approve (ticking 'Managers Should Approve' as shown below).
Setting up learning for an Approval
Illustrating with a course.
Go to the course
Edit Details > Advanced Fields
There you will see a checkbox 'Require Approval to Enrol'.
Select it, and click Save
Right now, in this state, that means every user who wishes to access this course will need to request approval.
Pre-approvals
There are multiple options available to set as pre approvals. They include:
Is a Manager
Is in a Group
Is in a defined meta e.g., Location = Napier or Role = Inspector [or a combo of these two meta - 'Is an Inspector from Napier'.]
So, there is a lot of flexibility when setting approvals as to who can have immediate access and who needs to request access.
Standard Members accessing a course requiring an approval
For people now accessing this course what happens? In the course page header they will see a button 'Request Approval'.
When they click the Request Approval button, they are shown an alert with a dropdown for the 'reason'.
There are four choices provided:
This forms part of my prof.development plan
My manager has requested I enrol
My colleague has recommended I enrol
Other - if selected provides a message field which they can explain their request reason.
Submitting the request will send an email to the user named as the course instructor. (This is often admin).
The request itself, will also appear in Admin under Learning > Requests > Outstanding, and it will also appear for the user under their Requests > Outstanding.
The same request will also appear in the course where a tab 'Approvals' will appear. Selecting that will display as shown below. The first panel will show Requests and any pre-approved. Clicking on a request reveals the detail and the request can be actioned in the course. It is the same detail that appears on the requests main menu.
In either location, clicking on the request row will result in a popup where the admin can review the request and add an optional message and then Approve or Decline. If the request is approved the user will be notified and they can now access the course freely.