This request item can be utilized by staff members to request credit approval. The request includes a questionnaire or form that the employee completes, indicating course details and related expenses. Once the request is submitted, supervisors and administrators facilitate a chain of approval. Following course completion, the employee is required to return to the item to complete a satisfaction survey, submit proof of completion, upload applicable receipts, and request reimbursement (if applicable). Throughout the process, the employee receives email updates. At any time, the employee can log into Comply, access his or her My Request page, and see the current status of their request. All completed questionnaires/forms and uploaded evidence are documented within the system and, if desired, can be printed by the employee and/or administrators. In addition, usage reports are available to supervisors and administrators that list all responses from the various questionnaires/forms.
Credit Approval Request Form (Click to enlarge)
For directions on how to create this item on your portal, review and/or print the attached document.