Reviewing, Confirming, and Rejecting Actions
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Reviewing, Confirming, and Rejecting Actions

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Reviewing an Action

If a user submits an action for confirmation, the action's status will be set to Review.

To review an action:

  1. From the Admin menu, select User Admin.
  2. Select Certifications.

Certifications Menu

The Certifications Dashboard displays.

  1. Click Management.

Management Button

A new tab displays the Certifications Management workscreen. The grid displays all pending actions of users who you have permission to view. 

Certifications Management

You may download the User Certification Summary Report for a user by clicking the Download beside their name.
  1. To review actions submitted for confirmation, select the Review status.
  2. Click  beside the action you want to review. The row expands to display the action's details. If a single action displays, it indicates that the learner must complete the action. In the example below, the only action is "Driver's License"

Single Action

If the Action column displays <Action1> or <Action2> or ..." it indicates that the learner only needs to complete one of the listed actions.

  1. ClickCheckmark the beside the action you want to review. The Confirm Action workscreen displays.
  2. If the user uploaded attachments for the action, expand the Attachments accordion to review the files. 
  3. Confirm or reject the action. 

Confirming an Action

To confirm an action, do the following from the Confirm Action workscreen:

  1. In the Main accordion, select the Accepted status.  
  2. Click in the Accepted Date field and select the date. If the action expires, the Expiration Date will be calculated based on the Accepted Date and how long the action is valid.
You may override the Expiration Date by clicking in the field and selecting the date.

Accepting Action

  1. If needed, complete the following accordions:
  1. Click Save
  2. Click Close. The Confirm Action window closes.
After confirming the action, you may still edit the settings (e.g., Expiration Date, Notes, etc...) in the Confirm Action workscreen.

Rejecting an Action

To reject an action, do the following from the Confirm Action workscreen:

  1. In the Main accordion, select the Pending status.  
  2. Click Save.
  3. Click Close.

The Confirm Action window closes. When the learner views the details for the action, it includes a message stating that it did not meet the requirements. The learner will need to re-submit the action for confirmation after making the necessary corrections.

Action Rejected

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.

Expiration Date

This setting is only applicable if the action expires. The expiration date is calculated based on the selected Accepted Date.

Status

Indicates the action's status: 

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

Training Cost

Training Cost Accordion

If training cost were entered for the action, that information will display in the Training Cost accordion of the workscreen. These values are provided as defaults and may be overridden.

Trainer

Select the trainer associated with the action.

Only one trainer may be associated with the action.

Learner Hours

Enter the number of hours the learner spent completing this 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 this 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 this action.

Extra Cost Amount

Enter the amount of any additional costs associated with this action.

Attachments

To upload a file for the action on behalf of the learner:

  1. Click Upload Attachment. Refer to Supported File Types for a list of supported file types. 
  2. Navigate to the location of the file.
  3. Click Open.

If a file has already been uploaded for the action, you can preview the file by clicking its filename. To delete a file, click the X beside it.

Previewing

Notes

Notes Accordion

Enter any notes about the action. The learner will not be able to view the notes.


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