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Approving training records created by my line manager or trainer

Updated over 3 weeks ago

As part of the Training 360 product, you may be asked to approve a training record that your line manager or trainer has added on your behalf. When an approval is required, you will receive a notification email letting you know that there is an item waiting for your action.

Accessing your training record approvals

  1. Log into your portal.

  2. Go to the My Learning page*.

  3. Select the Approval required tab.

In this tab, you will see a list of training records that need your approval. Each entry shows the training date and the trainer's details so you can review the context before taking action.

*Note: The My Learning page may have a different label in your portal depending on your configuration.

Reviewing and approving the record

To open a training record, click on the item in the list. This will display the full details of the training entry.

You will then have two options:

  • Yes to approve the record

  • No to reject the record

You may also be asked to provide additional information or upload supporting evidence or documentation, depending on the configuration of your organisation's Training 360 setup.

Completing the approval

Once you have reviewed the details and selected your response, click Update training record to complete the action.

The training record will then be updated accordingly, and your line manager or trainer will be able to see the status.

Conclusion

You have now learned how to review and approve training records created by your line manager or trainer. If you need help or if something does not appear as expected, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].

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