2423138 - LMS - Enable Enforcing Approval when User Records Learning

Symptom

You can now insert an approval process between users and their supervisor, claiming completion for a learning item or external event and that credit going into the users' learning records. By inserting an approval process, you can create oversight on users' claims of completion.

Environment

SAP SuccessFactors Learning

Resolution

Currently, when a user records learning, Approval Process is required only when e-signature is turned on. The enhancement is to enable Approval Process even when e-signature is not turned on. A new setting will be added to User Setting and Admin can select an Approval Process for Learning Events and External Events. This configuration applies only if e-signature is not enabled for the Item.

1. New Configuration added to enable the approval process.
    Navigate to System Administration > Application Administration > User Settings > Look for "User Adding History Record Approval Process Settings"
    Here you should be able to see two configurations:
    i. Require approval when users add to learning history for internal learning - Enabling this will enable the corresponding approval process when user does record learning for internal items.
    ii. Require approval when users add to learning history for external learning - Enabling this will enable the corresponding approval process when user does record learning for internal items.

2. Please also check the below configuration
System Admin > Configuration > System Configuration > LMS_ADMIN - updatedSelfRecordLearningFlow=true

Now when user will do Record Learning, it will trigger the approval process as defined in the above mentioned settings page.

In addition, we have also added below 3 new notification templates which will send out notifications for the approval process trigger from user.

#	Template ID	Template Description	Syntax ID
1	UserRecordedCompletionApprovalProcessApprovalRequired	Notify approver of learning event approval request	RECORD_LEARNING_APPROVAL
2	UserRecordedCompletionApprovalProcessRequestApproved	Notify learner of approved request	RECORD_LEARNING_APPROVAL
3	UserRecordedCompletionApprovalProcessRequestDenied	Notify learner of denied request	RECORD_LEARNING_APPROVAL

Below are the syntax tags available for the Syntax ID - RECORD_LEARNING_APPROVAL

Syntax Tag	Description
<APPROVAL_TYPE/>	Approval Type
<COMMENTS/>	Comments of requester/approver
<COMPLETION_DATE/>	Completion Date of the user-recorded learning event
<COMPLETION_STATUS/>	Completion Status of the user-recorded learning event
<EVENT_COMMENTS/>	Comments of the user-recorded learning event
<EVENT_CONTACT/>	Contact Hours of the user-recorded learning event
<EVENT_CPE/>	CPE of the user-recorded learning event
<EVENT_CREDIT/>	Credit Hours of the user-recorded learning event
<EVENT_GRADE/>	Grade of the user-recorded learning event
<EVENT_TOTALHOURS/>	Total hours of the user-recorded learning event
<STEP_NAME_CURRENT/>	Current step name
<STUD_FIRST/>	User First Name
<STUD_MI/>	User Middle Initial
<STUD_LAST />	User Last Name
<TITLE/>	Title of the activity

Keywords

Approval Process
LRN-15009
Record Learning User
Notification Template , KBA , LOD-SF-LMS , Learning Management System , LOD-SF-LMS-NOT , Notifications , Product Enhancement

Product

SAP SuccessFactors Learning 1702

Attachments

UserSettings.png