Is there anyway to make a checklist go to a manager for approval when it’s a training material in a course? Or do you have to schedule the checklist by itself to have those approvals?
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according to the KB article, yes you can have the manager approve the checklist as long as it’s configured that way when it’s loaded in the course.
Use Case:
After the Completion of the LP. Automatically the Checklist goes out to the manager, once filled by the learner. Manager rejects or approves the checklist basis which the Step 2 of the LP is assigned.
Here is how we have created it.
- Begin with the Checklist from the Admin Menu. Create one with the details as to the info that needs to be in there filled by the learner.
- Enter Group filter, feedback, learnings or custom details that a learner submits to the manger, add to the training material.
- Configure the Notification for the Checklist, So that when Manager recieves an email, he is directed to the checklist for approval.
- Manger has two options either to accept or reject.
- Rejection directs the user to retake the course (Notification Configured).
- Acceptance leads to the assignment of the Step 2 in the LP.
Hope this helps. Cheers!
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