Head to your Dashboard and click through to your Tasks page, here you will find the following four tabs sub-pages:
Learning Requests
Assessments
Verification
Review Skill
Learning Requests
Here you will find your data table full of requests made by Users of your Learning Budgets. If you're a Budget Owner, any requests sent to you will appear with all the information needed to make your decision about the request.
From seeing what type of content the learning will be (conference, webinar, professional membership, etc.), to understanding the breakdown of cost, this tab allows you to Approve or Reject with ease.
Click the 3-dot menu, and select View Item. This will open the Request Information pop-up, which provides the key information needed for a Budget Owner to make the right decision.
There's a also the option to Message your Users, should you need to ask them for more detail around their request, or maybe how it's relevant to their Job Role.
For ease, use the Bulk option, by clicking on the box next to the Name column, then select the tick icon.
If there are reasons as to why a request can't be granted, these will appear in the corresponding pop-up, to warn you of this.
You can Export your Learning Requests, using the filters and Columns button, to customise the data shown in the table.
Assessments
Click on the three dots next to an Assessment, and you can do the following:
Edit - this takes you to the editor for the Assessment, enabling you (if the Author) to make the right changes to the learning material.
View - See how the Assessment shows for your Users.
Mark - provide a score and leave your feedback for Users to understand in what ways they can upskill themselves on the topics featured within the Assessment, and also what their strong points are.
Verification
Click on the three dots next to a content item, to complete the following actions...
Verify - this will set the chosen content as up-to-date, meaning all the learning featured as part of the content will be relevant for the assigned Users and their Job Roles.
Edit - Make the right changes to your content, where necessary.
Review Skill
Click on the three dots next to Skill name you want to Review. This will open the Level pop-up, allowing you to select the necessary Skill Level for the User in question.
Note✨ : To enhance loading times across your organisation's learning space - giving you a greater user experience - we have removed the sorting option on a select few columns.