The Requests tool allows users to send requests for paid content and for managers to receive, approve, or deny these requests. These managers are responsible for their own areas based on the organization's hierarchy. The costs of learning content are invoiced separately via the company’s system.
Let's look at the workflow.
Requesting Access to Content
As learner browses the content, they can find paid content that they may want to access and want the company to pay for it. If the Requests feature is enabled, they can click Request access, which will send a request to the respective manager. The manager will get a notification about the new request and must approve or deny it.
Learners and managers can find their own sent requests in the My Requests tab, check their status, and cancel them. Learners only see this single tab. If their request is approved or denied, learners will get a corresponding notification.
If approved, the learner is given free access to the content. They also can leave and join it again without having to request it a second time.
In the Requests tool, the managers will see the list of requests in the form of a table.
The columns describe requests details, such as:
- Status - Pending, Approved, or Denied.
- Request date - date and time of the sent request.
- Request by - the name of the user who made the request.
- Title - the name and type of the content being requested.
- Costs - the cost of each item.
- Approve/deny - the buttons to handle the request, and after that - the date of approval.
They can filter the table by date and status and search for specific requests using provided filters and tools.
The managers can then download the CSV report to compile the checks for the company to pay for the approved content.
Higher-level administrators will be able to see the requests across the whole company, as well as the responsible managers for each request. Admins can approve or deny all requests on their own. Having wider access, they will also get a bigger CSV report than the lower-level managers.