12_21_15_Updating a Completed Supplemental Learning Reimbursement Request

In this topic, you will update a supplemental learning request with completion data after you attended the learning event.

Steps:

1. Click the Learning Dashboard tab.

   Step 1

2. Click the My Learning link.

   Step 2

3. Use the My Learning page to locate the supplemental learning record that will be updated.

   Step 3

4. Click the Modify button for the External Reimbursed Learning event "Advanced Excel".

   Step 4

5. Click the Vertical scrollbar to move down the page.

   Step 5

6. Click in the Complete: Yes/No field.

   Step 6

7. Press [Backspace] to clear the field.

   Step 7

8. a valid value
    e.g.
   Enter
    "Yes"
    into the Complete: Yes/No field.
   Step 8

9. a valid value
    e.g.
   Enter
    "Complete"
    into the Grade field.
   Step 9

10. Note: Depending on the type of external learning you completed, you might receive a letter grade (A, B, C) or simply a completion status.

     

    Enter the grade accordingly.

    Step 10

11. In order to be reimbursed, the OPD Manager must confirm that you completed the course and received a sufficient grade to meet organizational policy.

     

    You must attach a transcript from the issuing institution.

     

    Note: You will need an electronic copy of the transcript.

    Step 11

12. Click the Add Attachment button.

    Step 12

13. Click the Browse button to locate the transcript on your computer.

    Step 13

14. In this example, the electronic transcript was placed in a folder titled Learning Certificates.

     

    Click the Excel_Specialist object.

    Step 14

15. Click the Open button.

    Step 15

16. Click the Upload button.

    Step 16

17. Click the View Attachment button to confirm your transcript was uploaded successfully.

    Step 17

18. Notice the attachment opened in a new tab at the top of the page.

     

    Quickly view the attachment to ensure it is the correct document for this learning record.

    Step 18

19. When you are finished, click the Close Tab (X) button to close the attachment.

     

    Be sure you are closing the correct tab for the attachment.

    Step 19

20. Click the Save button.

    Step 20

21. Notice the message indicating the status is Pending Approval.

     

    The OPD Manager will verify your course completion based on the attached documentation.

     

    Once approved by the OPD, you will receive a notification indicating the request was approved. At that point, you can submit an expense form to receive your reimbursement.

    Step 21

22. Click the Home link.

    Step 22

23. Click the Sign out link.

    Step 23

You have completed the topic "Updating a Completed Supplemental Learning Reimbursement Request".

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