Breadcrumbs

Multi-approval Workflow Configuration

To be able to use the feature appropriately, it is necessary to perform various configurations.

Steps to Configure a Multi-approval Workflow

  1. Navigation entry administrator need to be created so that every target group can access the multi-approval workflow creation.

  2. Activate the the enrolment type “Multi-Approval”, only than this type can be selected for courses and learning paths.

  3. Add the meta tag “Multi-approval Workflow” (ID=11842) to course template and learning path templates

  4. Create enrolment messages which should be send in case of approval or declining a request.

  5. Configure a booking request panel and place it on an internal dashboard.

Steps to Configure Reasons for Approval or Declining and Priorities to be Assigned to Approval Steps

  1. Define “Reasons for approval” which can be selected when approving a request in a workflow step.

  2. Define “Reasons for Declination” which can be selected when declining a request in a workflow step.

  3. Define a “Priority for multi-approval workflow” which can be added to one workflow step in the multi-approval workflow.

Steps to Create a Course with the new Multi-approval Workflow

  1. Create a new multi approval workflow

  2. Create a e.g. a course and select the specific multi-approval workflow you want to use.

  3. Add the course to the catalogue, learners can now request for a course.

Hints & Tips

To make a multi-approval workflow for courses efficient, clear, and user-friendly, consider the following best practices:

  • Keep It Simple & Structured

    • Avoid unnecessary approval steps - only include essential decision-makers.

    • Clearly define who is responsible for each stage to prevent confusion.

  • Ensure Transparency & Visibility

    • Use a dashboard to show the status of each request.

    • Notify stakeholders at each stage (Pending, In Review, Approved, Rejected).