Inserting a New Approver or Reviewer for a Class Enrollment


Concept

In this topic you will go through the steps to insert a new approver for a team member's class enrollment request.


Steps:

  1. Click in the User ID field.

    Step 1

  2. a valid value
     e.g.
    Enter
     "timothy.finan"
     into the User ID field.

    Step 2

  3. Click in the Password field.

    Step 3

  4. a valid value
     e.g.
    Enter
     "welcome1"
     into the Password field.

    Step 4

  5. Click the Sign In button.

    Step 5

  6. Click the Main Menu button.

    Step 6

  7. Click the Manager Self Service menu.

    Step 7

  8. Click the Team Learning menu.

    Step 8

  9. Click the Team Members menu.

    Step 9

  10. Click the Details link for the Fundamentals of Customer Service approval.

    Step 10

  11. Click the Vertical scrollbar to navigate down the page.

    Step 11

  12. If desired, you can insert an additional approver into the existing approval chain. This means that once the first person approves the request, it will be routed to the next person.

     

    In this example, you will insert Connie Green.

    Step 12

  13. Click the Insert Approver button.

    Step 13

  14. Click the User ID Look Up button.

    Step 14

  15. Click in the Name field.

    Step 15

  16. a valid value
     e.g.
    Enter
     "connie"
     into the Name field.

    Step 16

  17. Click the Search button.

    Step 17

  18. Click the CONNIE A. GREEN link.

    Step 18

  19. Notice you have the option to select Approver or Reviewer. Selecting Approver will require Connie to approve or deny this transaction once it is routed to her.

     

    If she is added as a Reviewer, Connie would simply be notified that Leah's request was approved/denied by her Manager.

     

    In this example, leave Connie as the Approver.

    Step 19

  20. Click the Insert button.

    Step 20

  21. Click the Submit button.

    Step 21

  22. Click the Home link.

    Step 22

  23. Click the Sign out link.

    Step 23

You have completed the steps to insert a new approver for a team member's class enrollment request.

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