The Credit Requests tab provides the following functionalities:

  • Request/Apply for a new certificate.
  • View all the certificates you have requested,
  • Approve certificates.
  • Recommend certificates.

This tab serves as a central hub for managing all certificate-related actions.


To apply for a certificate


  1. Go to the Credit Requests Tab,
  2. You see the following sub tabs:
    • Start
    • My Requests
    • Approvals
    • Recommendations
  3. Apply for a Certificate
    • Click the Start tab to see the list of certificates available in your org, select the desired certificate and click it to open a pop-up.
    • In the pop-up, click the Start button,
    • Upload the necessary documents for the selected certification and Submit it for approvals

  4. You have now successfully applied for a certification. Your manager will review and approve your certification request.



My Requests


The My Requests tab provides an overview of all the certifications you have requested. It includes detailed information such as:

  • The Recommender shows who has recommended your certificate
  • The Approver that has approved the certificate.
  • The Approval Status of each certification.



Recommendations


Your organization's admin can enable a feature requiring your Manager to first recommend your certificate before it proceeds to the Administrator for approval.

Click here to learn more about enabling the recommendation feature for certificates.

The Recommendations tab provides the following information:

  • Certificates that are pending approval.
  • Certificates that have been recommended.

This tab helps track the recommendation status of your certificates efficiently.



Approvals


The Approvals tab is accessible to the Administrator and displays a list of all certificates that have been approved for users. This tab provides a centralized view for tracking approved certifications across the organization.