Skip to main content

Approve or decline multiple learning requests at once

S
Written by Sunil Sharma

If several learning requests are waiting, you can decide them together from your Inbox or from a budget's Requests page.

Before you start

You need to be an owner of the budget each request is charged to. Requests you can't action are left out.

From your Inbox

  1. In the sidebar, select Inbox and stay on Open.

  2. If you have more than one kind of task, select the filter icon, choose Type, then tick Learning Request. Select only appears when the list shows one kind of task.

  3. Select Select, then tick each request you want to decide.

    Three requests ticked in the Inbox, with Approve highlighted in the selection bar

  4. In the bar at the bottom, select Approve or Decline.

  5. If some requests can't be actioned, you'll see how many will go ahead and why the rest are excluded, for example "1 request's learner has insufficient budget". Select Yes, Proceed to continue with the others.

    The Approve Requests message showing 2 of 3 requests will be approved and why one is excluded

  6. Confirm the approval or decline. If you're declining, you can first add one Note (up to 300 characters). It's sent with every request you decline.

The decided requests move to History. Any that were excluded, such as over-balance requests, stay under Open.

From a Budget's Requests page

  1. Open the budget's Requests page.

  2. Tick the requests, then select Approve or Decline in the bar at the bottom.

  3. If some requests are excluded, select Yes, Proceed to continue with the others, then confirm.

Related Articles
Did this answer your question?