12_21_15_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 the Main Menu button.

    Step 1
  2. Click the ELM Systems menu.

    Step 2
  3. Click the Manager Self Service menu.

    Step 3
  4. Click the Team Learning menu.

    Step 4
  5. Click the Team Members menu.

    Step 5
  6. Click the Details link for the Fundamentals of Customer Service approval.

    Step 6
  7. Click the Vertical scrollbar to navigate down the page.

    Step 7
  8. 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 8
  9. Click the Insert Approver button.

    Step 9
  10. Click the User ID Look Up button.

    Step 10
  11. Click in the Name field.

    Step 11
  12. a valid value
     e.g.
    Enter
     "connie"
     into the Name field.

    Step 12
  13. Click the Search button.

    Step 13
  14. Click the CONNIE A. GREEN link.

    Step 14
  15. 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 15

  16. Click the Insert button.

    Step 16
  17. Click the Submit button.

    Step 17
  18. Click the Home link.

    Step 18
  19. Click the Sign out link.

    Step 19

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

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