Reviewing Training Requests (Workflow)

The Training Request review process, also called workflow, is how we process requests for training submitted by our employees.

When an employee creates a request they select the person they are submitting the request to for review. That employee receives an email advising them there is a request for them to review.

As a reviewer, from the dashboard click on the active request awaiting your review.

You are taken to the Training Request Workflow screen.

Your next step is to review and make a recommendation on this request.

Optionally you can also add a note or file. 

When you have reviewed this request and ready to make a recommendation, click the Process Request button.

• • Select your recommendation
  • Enter a comment (optional)
  • Toggle advise employee of your review (optional)
  • Select the person you are routing this request to for further review.
  • Untoggle Send email to Forwardee advising them of this request (optional)
  • Click Process Request.

Your review is complete and the request has been forwarded to the next person in workflow.