Norwin School District is using Requests in Comply to track and manage the process of attending a conference/workshop.
Example Workflow - This request item can be utilized by staff members to request attendance at an upcoming conference or workshop. The request includes a questionnaire or form that the employee completes, indicating the conference details and related expenses. Once the request is submitted, supervisors and administrators facilitate a chain of approval. Following the conference, the employee is required to return to the item to complete a satisfaction survey, submit proof of attendance, 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.
Important Note - The Conference/Workshop Request Form questionnaire has a built in calculation tool to ensure that the expenses are calculated correctly for the registration + hotel/lodging + meals + mileage + substitute + other.
For directions on how to create this item on your portal, review and/or print the attached document.
Requests Best Practice Example (click to enlarge)