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Review one person's learning requests

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Written by Sunil Sharma

To see everything one person has asked for, across all their budgets, use the Budgets and Requests page on their profile.

Before you start

  • Admins can open anyone's profile.

  • Managers can open only their own profile and those of people who report to them. For anyone else, use your Inbox or the budget's Requests page.

  • If your workspace doesn't use learning budgets, Budgets and Requests isn't shown.

Open a person's requests

  1. In the sidebar, select Manage › People, then select the person's name. Their profile opens in a new tab.

  2. Under Budgets and Requests, select View All Requests.

The page shows how many budgets they have and how many requests are pending, then a list of every request with its status, budget, Budget Owners, amount and who processed it. Top-ups have a Top Up tag.

Act on a request

Open a row's three-dot menu:

  • View Details shows the costs, notes and documents.

  • Approve and Decline appear on pending requests from budgets you own. They work as they do in the Inbox.

  • View History shows when it was submitted and who decided it.

A pending request's menu on a person's Budgets and Requests page, showing View Details, Approve, Decline and View History

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