BU Structure for the Multi-level Approval Workflow

Feature Overview

The new functionality in the IMC Learning Suite introduces enhancements to the multi-level approval workflow and manager view in the "My Staff" panel. This customization enables precise visibility of subordinates based on configuration, ensuring managers only view their direct reports or relevant BU subordinates as per their role and settings.

Key Features

1. Configurable Option:

• A new checkbox, "Use BU structure for the multi-level approval workflow", has been added under Configuration → Enrolment.

• When enabled, the BU structure is utilized for the approval workflow. When disabled, visibility is limited to direct subordinates.

2. Enhanced Supervisor Visibility:

• Managers now see only their direct subordinates in the "My Staff" panel when the Line Manager Relationship Type is set to Superior Email (Classical).

• BU structure supervisors can view relevant subordinates based on the configuration.

3. Notifications:

• Supervisors receive internal notifications for course booking and cancellation requests requiring multi-level approval.

• Notifications are sent based on the user's role (direct supervisor or BU supervisor).

Configuration Details

• Checkbox Location: Configuration → Enrolment → Description → "Use BU structure for the multi-level approval workflow"

• Default Value: Disabled, ensuring no change for existing customers.

• Activation: Manual setup required.