You can now insert an approval process between users and their supervisor(s), claiming completion for a learning item or external event and that credit going into the users' learning records. By inserting an approval process, you can create oversight on users' claims of completion.
Learning Management System
Currently, when a user records learning, Approval Process is required only when e-signature is turned on. The enhancement is to enable Approval Process even when e-signature is not turned on. A new setting will be added to User Setting and Admin can select an Approval Process for Learning Events and External Events. This configuration applies only if e-signature is not enabled for the Item.
1. New Configuration added to enable the approval process.
Navigate to System Admin > Configuration > User Settings > Look for "User-recorded Learning Event Approval Process Settings"
Here you should be able to see two configurations:
i. Require approval when users record internal events - Enabling this will enable the corresponding approval process when user does record learning for internal items.
ii. Require approval when users record external events - Enabling this will enable the corresponding approval process when user does record learning for internal items.
2. Please also check the below configuration
System Admin > Configuration > System Configuration > LMS_ADMIN - updatedSelfRecordLearningFlow=true
Now when user will do record learning, it will trigger the approval process as defined in the above mentioned settings page.
In addition, we have also added below 3 new notification templates which will send out notifications for the approval process trigger from user.
|#||Template ID||Template Description||Syntax ID|
|1||UserRecordedCompletionApprovalProcessApprovalRequired||Notify approver of learning event approval request||RECORD_LEARNING_APPROVAL|
|2||UserRecordedCompletionApprovalProcessRequestApproved||Notify learner of approved request||RECORD_LEARNING_APPROVAL|
|3||UserRecordedCompletionApprovalProcessRequestDenied||Notify learner of denied request||RECORD_LEARNING_APPROVAL|
Below are the syntax tags available for the Syntax ID - RECORD_LEARNING_APPROVAL
|<COMMENTS/>||Comments of requester/approver|
|<COMPLETION_DATE/>||Completion Date of the user-recorded learning event|
|<COMPLETION_STATUS/>||Completion Status of the user-recorded learning event|
|<EVENT_COMMENTS/>||Comments of the user-recorded learning event|
|<EVENT_CONTACT/>||Contact Hours of the user-recorded learning event|
|<EVENT_CPE/>||CPE of the user-recorded learning event|
|<EVENT_CREDIT/>||Credit Hours of the user-recorded learning event|
|<EVENT_GRADE/>||Grade of the user-recorded learning event|
|<EVENT_TOTALHOURS/>||Total hours of the user-recorded learning event|
|<STEP_NAME_CURRENT/>||Current step name|
|<STUD_FIRST/>||User First Name|
|<STUD_MI/>||User Middle Initial|
|<STUD_LAST />||User Last Name|
|<TITLE/>||Title of the activity|
Record Learning User
Notification Template , KBA , LOD-SF-LMS , SuccessFactors Learning , LOD-SF-LMS-NOT , Notifications , Product Enhancement