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Institute Head

Approve / Reject Requirements

Action each staff training requirement request — approve to forward to Training Manager, or reject with a clear reason.

Purpose This is your primary daily action screen. When a staff member (Teacher/Office Staff) submits a training requirement, you act as the first-level gatekeeper before it reaches the Training Manager.

Approval Decision Flow

flowchart TD A([Dashboard — Pending Requirements Panel]) --> B[Click Requirement] B --> C[Read Requirement Details\nStaff Name · Program · Reason] C --> D{Decision} D -->|Approve| E[Click Approve Button\nPOST /users/head/requirements/approve/id/] D -->|Reject| F[Click Reject Button] E --> G[Status → APPROVED BY HEAD\nTraining Manager notified] F --> H[Enter Rejection Reason] H --> I[Submit Rejection\nPOST /users/head/requirements/reject/id/] I --> J[Status → REJECTED\nStaff notified by email]

How to Approve a Requirement

  • 1
    View Pending Requirements

    Go to Training Requirements in the sidebar, or click the Pending Requirements section on your dashboard. URL: /users/head/requirements/

  • 2
    Read the Request

    Open the requirement to see: the staff member's name, the program they've requested, their reason/justification, and the date submitted.

  • 3
    Click "Approve"

    If the request is justified, click the green Approve button. The status updates to APPROVED BY HEAD and the Training Manager is notified immediately.

    ✅ Approved requirements are forwarded to the Training Manager who will schedule and enrol the staff member.

How to Reject a Requirement

  • 1
    Click "Reject"

    Click the red Reject button on the requirement card or detail page.

  • 2
    Enter Rejection Reason

    A dialog appears asking for a reason. This is required. Be clear and constructive — the staff member will receive this reason in their notification email.

  • 3
    Confirm Rejection

    Click Confirm Reject. The requirement status becomes REJECTED and the staff member is notified. The request will not proceed to the Training Manager.

Rejection Reason is Mandatory
You must provide a reason when rejecting a requirement. This helps staff understand and resubmit if appropriate.
AJAX Actions
Approve and Reject actions happen instantly via AJAX — the page updates without a full reload, so you can quickly action multiple requirements in sequence.
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