Plans - Allow Users to Request Approval for External Courses

If you have a plan that tracks credits, you can set it up to allow users to request approval for courses they take outside of UniversitySite (External) to earn credits towards this plan.

Here's how to Configure Plans to Allow External Course Requests

In InstructorSite edit your plan and expand the Security section, then enable the switch Allow users to submit requests for external courses

Next access Global Settings and select the External Course Approvals item in the Email section.

Enter the email addresses (if multiple use comma separator) of the recipients for the Approval of External Course requests in Global Settings.

Note: We automatically notify the learner of approval but you can also specify someone, say in accounting or finance to get notified of this approval.

To see how the learner requests approval review   this article.

Approval Workflow Example

The person/s who can approve this will get an email like this one.

When they click on the link in this email they see this screen which allows them to approve the request as is, or make changes to it first (Edit) and then approve it.

When you click Approve, this will generate an email to the person you specified in Global Settings AND to the requestor who is asking for approval.