Sign-off Manager User Guide

Transcription

1 QA Ltd. Sign-off Manager User Guide MY QA PORTAL

2 Contents Introduction... 3 Logging into myqa... 4 Homepage and My Learning... 6 Department transaction history and Booking Approval... 8 Booking Requests Approval, Payment Options and variations Invoice Payment Option Skills Licence Payment Option Managing Booking Requests Decline a Request Amending a Confirmed Booking Change a Delegate Name Transfer a Booking to an Alternate Course Date Cancel a Booking... 23

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4 Introduction Welcome to the Sign-Off/Approval Manager user guide for the myqa web portal. This guide provides details of the portal features and instructions on how to undertake training approval and sign-off tasks using myqa. This guide should be read in conjunction with the Employee user guide, which provides details on the general use of the system and how to request course places. If you need further assistance with any aspect of the portal, please contact the myqa team

5 Logging into myqa To access the myqa portal, go to and click on the myqa option at the top of the page.

6 Log in to the portal with your username and password. Your username is usually your address. If you have forgotten your password, click on the I forgot my password link, enter your address, and click on Reset password. The system will send you a temporary password and link to login, and then you will then be prompted to enter and confirm a new password.

7 Homepage and My Learning Once you have logged into the portal you will be presented with your homepage. The homepage provides you with information on your learning in the upper section My Learning and the training bookings active within your department in the lower section Department transaction history : From My Learning select view to display details for your confirmed learning:

8 You will be able to click on the course link to see the outline, a map to the event location, and course videos available. (ref: Employee guide)

9 Department transaction history and Booking Approval As a Manager you are also presented with the most recent bookings in your department, their status, and requests requiring approval. When a member of your team requests a course place you will receive a system generated to notify you that a booking requires your approval. To view more bookings you can click View full list and then select from the search criteria:

10 Select Amend, to update, sign-off and approve, change, or cancel bookings. Select Signoff to Approve (or Decline) a booking At this stage you can check and correct the information entered in the custom booking fields by the requestor. Select the payment option determined by your booking process - enter Purchase Order number (or select Skills Licence if applicable then Approve the booking:

11 The booking details are presented and in this example, the next level approver will be notified they have a Booking to approve, and then login to Signoff and confirm the booking.

12 You will also see any bookings that you have made, or approvals that you have made and require an additional level of sign-off level.

13 Booking Requests Approval, Payment Options and variations. There are different approval workflows, and payment options in myqa. This sections shows different options that could be presented in your instance of myqa Assuming the booking details are correct and ready for approval, choose a payment option - either Invoice or Skills Licence.

14 Invoice Payment Option Select the Invoice option, enter your purchase order number and click Approve to confirm the request.

15 Skills Licence Payment Option Select the Skills Licence option, choose the appropriate licence and click Approve to confirm the booking request.

16 Managing Booking Requests Decline a Request To decline a booking request click Decline.

17 Amending a Confirmed Booking After a booking has been confirmed you can make the following amendments - subject to permissions you have been granted in myqa: Change delegate name Transfer the delegate to an alternate course date Cancel the booking Select a booking to Amend from Department transaction history :

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19 Change a Delegate Name From the booking, select Change delegate name. Find the required member of your team using the search field, select the new delegate, confirm acceptance of the QA terms and click Amend order to complete the change. If the new delegate is not currently a registered user you will need to create a new user and return to amend the booking, and search the newly created user account.

20 The booking information will be updated and displayed:

21 Transfer a Booking to an Alternate Course Date From the selected booking click on Transfer to an alternate date. The system will advise if there are any costs associated with the transfer. From the list of alternative dates select more info/book to check availability.

22 Click select on the required date and Amend order to make the change.

23 The revised booking information will be displayed including the new booking reference.

24 Cancel a Booking Select the Booking to Amend The system will advise if there any costs associated with the cancellation.

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