Invitations and Approvals Enhancements

Release Date 16 July

This release updates the Extend Due Date, Invite Status, and Approve Enrollments pages to better align with the New Experience design language.

Extend Due Dates

Extending due dates per individual is helpful when team members may be on leave or otherwise unable to finish their assignments on time.

The newly designed Extend Due Dates page (Team Workspace > Self-Paced Training > Extend Due Dates) includes a list of all academy team members, with filters on the left and sorting options on the top.

Filters include the following:

  • Organization Structure
  • Academy Join Date
  • Hiring Date
  • Birthdate
  • Date/Time

Selecting an individual displays their information. 

Set the days individuals will be unavailable with the calendar tools. Save when finished.

A confirmation window will clarify the action taken.

Selecting the drop-down arrow reveals the individual's set dates. You may delete date sets as needed.

Note: 

  • To add a single day, set both the start and end date to that day.
  • To add days to the beginning or end of an existing set of dates, they must be added individually to the beginning and end. Alternatively, the set can be deleted and reconfigured.

Invite Status

You may invite learners to enroll in courses and learning paths. The Invite Status page allows you to check the status of those invitations.

The newly designed Invite Status page (Team Workspace > Self-Paced Training > Invite Status) includes a list of all invitations, with filters on the left and sorting options on the top. There are separate tabs for courses and learning paths.

Filtering is done by training category.

Pending enrollments for each invitation is displayed.

Selecting the invitation reveals the complete list, and allows for deletion as needed.

Approve Enrollments

Courses and learning paths can be configured so that learners need to be accepted if they attempt to enroll themselves. 

You are able to approve or decline each on the Approve Enrollments page.

The newly designed Approve Enrollments page (Team Workspace > Self-Paced Training > Approve Enrollments) includes a list of all enrollment requests, with filters on the left. There are separate tabs for courses and learning paths.

Filtering options include organization structure and by course or learning path.

Selecting an individual's name reveals their information.

You can then approve or decline their enrollment.

Related Articles

Extending Due Dates for Specific Learners

Inviting Members to Enroll In Training

How to Review the Invite Status of Your Learners

Self-enrollment approval for Courses and Learning Paths

 

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