Learners can view and respond to the Document Requests that have been assigned to them
This article covers the following topics. Click on the topic to go to that section of the article.
- Document Request Overview for Learners
- Responding to Requests
- Accessing Document Requests
- Opening a Request
- Viewing Messages
- Submitting a File
- Viewing Submissions
Document Request Overview for Learners
The Document Requests module allows Admin users to collect files from Learners within their organization, which may then be used to satisfy certain registration requirements (e.g. to participate in clinical experiences). The workflow begins with an Admin user creating a new Document Request, which is then sent to any Learners assigned to the request through the Audience field (either directly, or via Cohort). The Learners then each respond to the request by submitting an appropriate file, which the Admin user can then review.
Responding to Requests
As a Learner user, you can view and respond to the Document Requests that have been assigned to the learner, so that they can meet administrative requirements to participate in clinical experiences.
Accessing Document Requests
To access the Document Requests module, open the Profile menu and click Document Requests.
You will navigate to the Document Requests dashboard, which will show all active Document Requests assigned to you as a Learner.
Opening a Request
To open a Request, click on the hyperlinked Request Title.
This should bring you to the page view for an individual Document Request.
As a Learner, it’s important to check the Messages tab for any instructions the Admin has included for completing the Request. To view your messages, click on the Messages menu tab.
If any Messages exist, they will appear in a table below the tab heading.
Submitting a File
To submit a file, click on the Submit Document button below the Document Request details.
To complete the Submission, add a Message and then attach a file by either browsing your local computer or dragging and dropping a file into the Attachment field.
The Submissions tab will list all file submissions you’ve made for this Document Request.