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Managing Approvals

Welcome to the series of learning videos on LCvista’s Learning and Compliance Platform.

This video will help you to manage the Jurisdiction Modification Approval and External Credit Approval processes.

 

Terminology Guide:

Jurisdiction Modification Approval:

When this approval process is enabled, end users may request changes or additions to their jurisdictions.

Managing jurisdiction modification approvals is similar to approving CPE Requests in Prolaera.

Please refer to the tutorial below and our Manage Jurisdictions Knowledge Base article for more information. 

External Credit Approval:

When this approval process is enabled, this workflow allows administrators to approve or deny end-user submitted external credit requests. This functionality also includes the ability to enable an optional reviewer or allow third-party submissions.

Managing external credit approval requests is similar to Certificates Approval in Prolaera.

Please refer to the tutorial below and our External Credit Approval Process Knowledge Base article for more information.