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How line managers can approve training records created by their teams

This article shares what to do when you, as a line manager, need to approve a training record created by your team members.

Updated over 6 months ago

1. You should receive a notification email letting you know that you have items to approve or action.
2. Login, select the My Team tab (this may have a different name in your version) (1), and review the records (2) under Approval required by manager (3):
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3. Select the record, review the details, and select Yes or No

4. If you're asked, upload any evidence or documents and then select Update training record

That's how to approve training records. If you think you need different line manager permissions, please contact your Customer Success Manager at [email protected]

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