Using cases for training approval

This guide explains how you can use the Cases module to manage training approval workflow

About Cases

A Case is a workflow management tool designed to track and manage items as they progress through defined processes. Cases are particularly useful for managing training program approvals, certification requests, and other multi-step approval workflows.

Key Concepts

Person-Centric Design

Each Case is associated with a specific individual (employee or member) and can be assigned to departments or managers for review and approval.

Document Management

  • Documents can be attached to Cases with customizable types and subtypes

  • Documents follow their own review and approval workflows

  • All attached documents are visible in both the Case and the associated person's profile

Comments & Actions

  • Comments can be added to Cases for communication and record-keeping

  • Comments support categorization, tagging, flagging, and assignment as action items

  • Automatic comments are generated for key events (like case creation)

Custom Workflows

Dropdowns, statuses, and workflows can be fully customized based on your organization's Case types and approval processes.

Working with Cases

Creating Cases

Refer to the help center for full instructions on creating Cases.

Cases can be created in two ways:

  1. Manual Creation: Created directly by administrators or supervisors

  2. Automated Creation: Triggered by integrated processes such as:

    • Training request submissions

    • Survey responses

    • Employee portal actions

Example Implementation

Set up a program catalog where employees can:

  1. Browse available learning programs

  2. Select desired training

  3. Click "Submit Request" to automatically create a Case

  4. Have the Case automatically assigned to their supervisor for approval

💡 Tip: Many organizations start with manual Case creation during setup, then transition to automated creation once workflows are established.

For detailed instructions on creating Cases, refer to the online help documentation.

Editing Cases

Refer to the help center for steps to edit an existing case.

Cases can be modified after creation to update information, change assignments, or adjust status. Refer to the online help documentation for step-by-step editing instructions.

Case Documents

Refer to the help center for details on how to use documents associated with a case

Documents provide supporting evidence and documentation for training approvals.

Key Features

  • Dual Visibility: Documents appear in both the Case view and the associated person's profile

  • Type Classification: Assign Types and Subtypes to documents for better organization and reporting

  • Status Tracking: Documents progress through statuses like:

    • Uploaded

    • Under Review

    • Accepted

    • Rejected

Document Requests

You can request specific documents from employees through the system:

  • Requests appear on the employee's portal

  • Clear instructions guide employees on what to upload

  • Automatic notifications ensure timely submission

Review and Approval

Optional review mechanisms allow managers to:

  • Validate document authenticity

  • Approve or reject submissions

  • Add comments explaining decisions

  • Track approval history

Case Comments

Comments serve as the communication hub for each Case.

Automatic Comments

The system automatically creates comments when:

  • A Case is initially created

  • Status changes occur

  • Documents are uploaded or approved

Manual Comments

Supervisors and reviewers can add comments to:

  • Communicate with other team members

  • Record approval decisions

  • Document additional requirements

  • Provide feedback to employees

⚠️ Important: Always categorize and tag comments for better organization and future searchability.

Searching for Cases

Use the robust search functionality to filter Cases by:

  • Assignment (person, department, manager)

  • Case type and status

  • Date ranges

  • Document types

  • Comment categories

  • Custom attributes

This makes it easy to generate reports, track progress, and manage workloads effectively.

Workflow Configuration

When setting up your training approval workflow, consider these key configuration areas:

Case Assignment Options

Choose the assignment strategy that best fits your organization:

  1. Direct Supervisor Assignment

    • Cases go directly to the employee's supervisor

    • Supervisor handles all documentation collection and approval

    • Best for simple, single-level approvals

  2. Administrative Pre-Processing

    • Cases first go to an administrator for initial review

    • Administrator validates completeness and routes to appropriate supervisor

    • Best for complex approvals requiring multiple validation steps

Configure these dropdown values to match your approval process:

Case Types

Keep categories meaningful and limited. Examples:

  • External Training Request

  • Internal Training Request

  • Certification Program

  • Conference Attendance

Case Status

Design statuses with reporting needs in mind:

  • Submitted: Initial request received

  • Under Review: Being evaluated by supervisor

  • Pending Approval Level 2: Requires additional authorization

  • Approved: Ready to proceed

  • Denied - Missing Prerequisites: Specific rejection reason

  • Denied - Budget Constraints: Specific rejection reason

  • Completed: Training finished and documented

Comment Categories

  • Training Request

  • Decision

  • Documentation Request

  • Follow-up Required

  • External Communication

Comment Sub-Categories

Provide additional specificity:

  • Decision → Approved

  • Decision → Denied

  • Decision → Needs Additional Training

  • Training Request → Initial Request

  • Training Request → Modification Request

Document Status Options

  • Requested

  • Uploaded

  • Under Review

  • Approved

  • Rejected - Resubmission Required

Document Types

  • External Certificate

  • Internal Training Verification

  • Course Completion Certificate

  • Skills Assessment

  • Supervisor Evaluation

Document Sub-Types

Optional additional classification based on your needs:

  • External Certificate → Professional Certification

  • External Certificate → Vendor Training

  • Internal Training → Safety Training

  • Internal Training → Leadership Development

Best Practices

  • Start Simple: Begin with basic workflows and add complexity as users become familiar with the system

  • Clear Communication: Use descriptive status names and comment categories that all users understand

  • Regular Review: Periodically assess your workflows and adjust configurations based on usage patterns

  • Training: Ensure all users understand their role in the approval process and how to use the system effectively


For additional support and detailed step-by-step instructions, please visit the help center.

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