To authorise agent progressions:

1. Use the Condition Builder to search for and display records.

   You need to set the filter on the ribbon to Unauthorised.

2. Select the required records.

   You can select multiple records using Shift-click (for a series of records), Ctrl-click (for individual records), or Ctrl-A (for all records).

   

3. If required, in the Progress Date field, enter a different progress date or click the Calendar button to display the calendar, where you can select the required date.

4. Click the Authorise button on the Learner Manager ribbon.

   

   The Authorise Pending Progressions window is displayed. The number of progressions to authorise is displayed at the top of the window.

   

The fields available on the Authorise Pending Progressions window are described in the following table.

5. When you have selected the required options, click the Authorise Progression(s) button.

To reject agent progressions:

1. Use the Condition Builder to search for and display records.

   You need to set the filter on the ribbon to Unauthorised.

2. In the Admin Reason field, enter the required reason for rejecting the agent progression.

   The Admin Reason field is mandatory when rejecting agent progressions.

   

3. Select the required records.

   You can select multiple records using Shift-click (for a series of records), Ctrl-click (for individual records), or Ctrl-A (for all records).

   

4. Click the Reject button on the Learner Manager ribbon.

   

   The Reject Pending Progressions window is displayed. The number of progressions to reject is displayed at the top of the window.

   

5. Click the Reject Progression(s) button to reject the agent progressions.