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Approve or Deny a Development Plan Set

When a user adds an asset to the Development Plan folder, the folder is in a Pending state. The user can then click Request Approval to send the folder contents to the Approval Manager for review and approval or denial.

To review, approve or deny a Development Plan request

  1. Click Quick Links > Approval Manager at the top of the page.

    The Approval Manager page displays:

    sp_scr_app_mgr_dev_plan

  2. Locate the pending request you want to approve or deny.

    Note: Once you approve or deny a Development Plan, it cannot be undone. Be sure you select the correct request prior to continuing.

  3. Click Approve/Deny in the Actions column corresponding to the request.

    A dialog box displays that includes information about the selected request.

  4. If applicable, review the learner's note.

    Note: If a learner's note exceeds the space restraints in a window, an ellipsis (...) appears at the end of the viewable text. To see the learner's note in its entirety, hover your mouse over the ellipsis and the full text appears in a pop-up window.

  5. In Details, view the contents of the request.
  6. If applicable, enter notes to the learner.
  7. Do one of the following:

    The status of the request displays on the Approval Manager page as either Approved or Denied. If you did not approve or deny the request, the status displays as Pending.

  8. To view a summary of the request, click View development plan in the Actions column.
  9. To view and print a report of the request, click View development plan in the Actions column. Or, click Print Report in the upper-right corner of the page.