Welcome to this user guide, which will help you navigate reviewing and approving ongoing training requests through our SaaS software. Follow the steps below to view and validate your employees' requests.
1. Review your collaborator's requests
Click on the section "Collaborators Requets"
Go to Team Requests
Filter the request table according to your wishes by clicking on "Column" and "Rows".
Do you have multiple roles?
If you have multiple roles, a filter drop-down menu will allow you to sort the request table by a specific role.
â
Click on "Request Code" to access a request
â
Request validation flow
Follow the progress of the request using the validation flows (Current Status and Expected Action). This validation flow is visible to all actors who play a role in this request.
"Details" tab
View the general information of the request in the "Details" tab.
Comment area
Discuss with everyone involved in this request (superiors, Cimes managers, etc.) using the discussion thread.
"History" tab
View the request history by clicking on the âHistoryâ tab.
"Documents" tab
All documents associated with the request are grouped and downloadable in the âDocumentsâ tab
âTraining detailsâ box
Click on âSee detailsâ to be redirected to the training offer.
Click âView Detailsâ to view session details.
Click "Cancel Registration" then select the reason for cancellation from the drop-down list, then fill in the comment box in "Cancellation Details".
2. Validate your collaborators requests
To validate the requests of your employees, 2 methods are available to you:
a) Filter the âExpected actionâ column by selecting âAwaiting validation + your roleâ. Example: Waiting for training service validation.
Select a request to validate.
b) By clicking on âRequests awaiting validation + your roleâ in your âPending actionâ. You will be redirected to the "Team Requests" table pre-filtered in the "Expected Action" column (see previous image).
Select a request to validate.
Click on "Approve a request" or "Refuse a request " then fill in the reason of refusal.
