Learning requests
When employees request paid external content, requests flow through an approval process.
Request statuses
| Status | What it means |
|---|
| Pre-Approval | Initial draft, not yet submitted |
| Pending | Awaiting manager/admin approval |
| Approved | Fully approved — content unlocked |
| Approved with Conditions | Approved but with restrictions |
| Budget Locked | Budget reserved, awaiting final confirmation |
| Rejected | Denied by approver |
Managing requests
From Admin → Budget → Requests:
- View all pending requests with user, amount, type, and provider
- Approve or Reject with an optional note
- Request more information from the requester
- Bulk approve multiple requests
- Filter by status, user, date, or amount
Payments
The Payments section tracks invoicing and payment processing:
- View invoices from content providers
- Record payments
- Track payment status
- Export billing reports for accounting
Last modified on March 26, 2026
