Totara Learn Open Discussions

Late Manager Approval and Seminar's

 
Tom Gillespie
Late Manager Approval and Seminar's
על ידי Tom Gillespie בתאריך 10/09/2019, 15:13
קבוצה Learn Site Administratorקבוצה Partners

Good morning,

Our client has a slight issue of staff members being lost in the sign-up process of seminar's.

  1. User A sign's up to seminar and requires the manager approval. Booking space for the seminar is at 5/10.
  2. Other users also sign up to the same seminar and their managers approves bookings before User A's manager approve their booking. Booking space for the seminar is at 10/10.
  3. User A's manager is unable to approve OR decline request as booking space is full.

We have a report that is displayed on the manager's dashboard that shows bookings they have to approve, and if they cannot approve or decline it they cannot 'action' it and remove it from their dashboard. 

We also cannot enable the waitlists as it allows the users to book onto the waitlist for that particular activity which is undesirable, it would be preferred that they book onto another session or the purpose-built waitlisted event.

Their also seems to be a lack of reporting ability to search for those in this hole, because without logging in and checking through bookings or the activity itself the user does not really know that they have not been booked onto this course. The LMS administrator is also unable to report on these and search for users who believe they are booked onto training when really they are not. 

Their is also no messaging option for users that are awaiting approval, only cancelled and approved attendees.

I believe the best solution would be for manager to be able to decline bookings ONLY when booking space is full, sending a notification to the user that they need to re-book onto another training. Although any other advise would be greatly appreciated.

Tom Gillespie


Craig Eves
Re: Late Manager Approval and Seminar's
על ידי Craig Eves (Totara Support) בתאריך 10/09/2019, 18:05
קבוצה Totara

Hi Tom 

Have you had a look at the reserving and allocating spaces options. This provide more control over the allocation of users to managers and also option to reserve space for another manager.

For the reporting of users - are you using the Seminar signups report - this allows the filtering by Status and also allows a link to approval status to be added to the report (in v12)


Regards



Tom Gillespie
Re: Late Manager Approval and Seminar's
על ידי Tom Gillespie בתאריך 10/09/2019, 21:13
קבוצה Learn Site Administratorקבוצה Partners

Good afternoon Craig,


Unfortunately it is on the user's initiative to book and cancel training, so reserving and allocating spaces will not work.

We are using a report similar to the seminar signup report with the manage approval status linked to it. But since the manager cannot remove this from their report by either declining or approving the request they unable to 'action' the request. Users who currently have a status of 'requested' are set to show on the report.

I will look into setting up a report for the LMS administrator to view all users who are sitting at requested and see if I can match it against bookings which are already full, so we can see where all users are in this process.

Thank you for your help.


Tom Gillespie