Updating a Completed Supplemental Learning Reimbursement Request


Concept

In this topic, you will update a supplemental learning request with completion data after you attended the learning event.


Steps:

  1. Click in the User ID field.

    Step 1

  2. a valid value
     e.g.
    Enter
     "james.davis"
     into the User ID field.

    Step 2

  3. Click in the Password field.

    Step 3

  4. a valid value
     e.g.
    Enter
     "welcome1"
     into the Password field.

    Step 4

  5. Click the Sign In button.

    Step 5

  6. Click the Main Menu button.

    Step 6

  7. Click the Self Service menu.

    Step 7

  8. Click the Learning menu.

    Step 8

  9. Click the My Learning menu.

    Step 9

  10. Use the My Learning page to locate the supplemental learning record that will be updated.

    Step 10

  11. Click the Modify button for the External Reimbursed Learning event "Advanced Excel".

    Step 11

  12. Click the Vertical scrollbar to move down the page.

    Step 12

  13. Click in the Complete: Yes/No field.

    Step 13

  14. Press [Backspace].

    Step 14

  15. a valid value
     e.g.
    Enter
     "Yes"
     into the Complete: Yes/No field.

    Step 15

  16. a valid value
     e.g.
    Enter
     "Complete"
     into the Grade field.

    Step 16

  17. Note: Depending on the type of external learning you completed, you might receive a letter grade (A, B, C) or simply a completion status.

     

    Enter the grade accordingly.

    Step 17

  18. In order to be reimbursed, the OPD Manager must confirm that you completed the course and received a sufficient grade to meet organizational policy.

     

    You must attach a transcript from the issuing institution.

     

    Note: You will need an electronic copy of the transcript.

    Step 18

  19. Click the Add Attachment button.

    Step 19

  20. Click the Browse button to locate the transcript on your computer.

    Step 20

  21. In this example, the electronic transcript was placed in a folder titled Learning Certificates.

     

    Click the Excel_Specialist object.

    Step 21

  22. Click the Open button.

    Step 22

  23. Click the Upload button.

    Step 23

  24. Click the View Attachment button to confirm your transcript was uploaded successfully.

    Step 24

  25. Notice the attachment opened in a new tab at the top of the page.

     

    Quickly view the attachment to ensure it is the correct document for this learning record.

    Step 25

  26. When you are finished, click the Close Tab (X) button to close the attachment.

     

    Be sure you are closing the correct tab for the attachment.

    Step 26

  27. Click the Save button.

    Step 27

  28. Notice the message indicating the status is Pending Approval.

     

    The OPD Manager will verify your course completion based on the attached documentation.

     

    Once approved by the OPD, you will receive a notification indicating the request was approved. At that point, you can submit an expense form to receive your reimbursement.

    Step 28

  29. Click the Home link.

    Step 29

  30. Click the Sign out link.

    Step 30

You have completed the topic "Updating a Completed Supplemental Learning Reimbursement Request".

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