Confirming Multiple Actions
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Confirming Multiple Actions

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Article Summary

If you want to approve multiple actions at the same time, you can do a batch confirmation from the Action Approval workscreen.

To confirm multiple actions at once:

  1. From the Admin menu, select User Admin.
  2. Select Action Approval. The Action Approval workscreen displays.
You can filter the grid to only show pending actions by clicking Pending.
  1. Click the Plus beside each action you want to approve. You can also click Select All to select all rows in the grid. The selected rows will be shaded.

Selecting Actions

If a learner is assigned the same action for different certifications, selecting one of those actions selects the other instances of that action for the other certifications. 

  1. Click Confirm Selection. This button is located below the grid. 

Confirm Selection Button

  1. From the Main accordion:
    1. Select the Accept status.

Accept Status

    1. Click in the Accepted Date field and select the date.
    2. For actions that expire, the Expiration Date will be calculated based on the Accepted Date and how long the action is valid. If you instead want the selected actions to expire on the same date, check the Override Expiration Date checkbox and select the new expiration date.
The expiration date only applies to actions that expire.
  1. If needed, complete the following accordions:
  1. Click Save

Main

The Main accordion of the Confirm Action workscreen displays information about the action and enables you to change the status.

Main Accordion

Accepted Date

This setting is only available when the status is set to Accept. Click the field to select the date that the action was accepted.

Override Expiration Date

This setting is only applicable if any of the selected actions expire. For actions that expire, the Expiration Date will be calculated based on the Accepted Date and how long the action is valid. If you instead want the selected actions to expire on the same date, check the Override Expiration Date checkbox and select the new expiration date.

Expiration Date

This setting is only applicable if the Override Expiration Date setting is checked. Select the expiration date for the selected actions.

The expiration date only applies to actions that expire.

Status

The status that you want to change the selected actions to: 

  • Pending - Indicates that the learner needs to complete the action.
  • Review - The learner has submitted the action and is waiting for confirmation. 
  • Accept - The action has been confirmed. 

Training Cost

In order to use this feature, be sure to enable training cost tracking for your account.

Training Cost Accordion

If training cost were entered for an action, that information is used by default. If you want to change the training cost details for the selected actions so that they're all the same, you can override the training cost

Override Training Cost

If checked, the training cost details for the selected actions will be replaced by the information that you provide in the Training Cost accordion. If unchecked, the selected actions retain their existing training cost details. 

Trainer

Select the trainer associated with each selected action.

Only one trainer may be associated with the selected actions.

Learner Hours

Enter the number of hours the learner spent completing each selected action. The number of hours and the learner's wage at the time the action is accepted are used to calculate the training cost. 

Trainer Hours

Enter the number of hours the selected trainer spent on each selected action. The number of hours and the trainer's wage at the time the action is accepted are used to calculate the training cost.

Extra Cost Description

Enter a description for any additional costs associated with each selected action.

Extra Cost Amount

Enter the amount of any additional costs associated with each selected action.

Notes

Notes Accordion

Enter any notes about the selected actions. Learners will not be able to view the notes.


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