Learners can take training courses administered outside of the LMS and create external training records for them, which you can approve—editing them if required—or deny. You can approve external training records for learners for whom you are their appraiser or super-appraiser, and for learners in organizations that you supervise, if you are the organizational external training approver.
System administrators can select the following email templates in System Configuration, which will be used to notify reviewers and learners:
- External training record approval request (sent to the reviewer)
- External training record approved email (sent to the learner)
- External training record approval denied email (sent to the learner)
You can approve external training in several places in the LMS, depending on your system role permissions:
- Home > Workflow > External Training Approval
- Home > Workflow > Review > Learning Review
- Manage Center > Learning > External Training Records CSV Loader
The External Training Approval page is the most direct way to review, approve or deny external training
approval requests. In the Learning Review page in the Career Development Center, you can also create, edit and delete external training records in addition to approving or denying them.
Administrators with unrestricted access to the Ext. Training Approval feature in System Roles (Review Features > Review Features) can approve and deny external training records in the External Training Approval page and Career Development Center.
To approve external training for anyone in your organizational view, you also must have the Is Organizational External Training Approver role access control permission (in Data Access Control > Role General Permissions).
Administrators with unrestricted access to the External Training Records CSV Loader feature in System Roles (Manage Features > Catalog Manager Features) can create, update and delete external training records via the External Training Records CSV Loader.
To approve or deny external training in the External Training Approval page, go to Home > Workspace >
External Training Approval.