Types of Approval Settings
1. Anyone Can Approve
The "Anyone Can Approve" setting is a flexible approval option. In this configuration, any Line Manager with access to "My Team," where the trainee reports to them, or anyone with access to "My Domain/My Company" who also has access to the trainee's records, can approve the activity.
How to Set Up:
Navigate to the activity's settings.
Select 'Approval Settings'.
Choose 'Anyone Can Approve'.
Ensure relevant personnel has the necessary access permissions to "My Team" or "My Domain/My Company".
2. Line Manager Approval
This approval setting restricts approval rights to the individual listed as the submitter's Line Manager. This ensures that only the direct line manager can approve the offline activity, providing a more controlled and hierarchical approval process.
How to Set Up:
Go to the activity's settings.
Click on 'Approval Settings'.
Select 'Line Manager Approval'.
3. Team Approval
The "Team Approval" setting allows any person who is part of a specified approval user team to approve the offline training. This is useful when a collective decision or a pool of approvers is preferred.
How to Set Up:
Access the activity's settings.
Click 'Approval Settings'.
Choose 'Team Approval'.
A drop-down box named 'Approval teams' with the available teams will show.
Select the team that needs to approve this offline activity from the drop-down list.
Please contact your Customer Support Manager to enable Team Approvals.