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An OJT module can be set to allow the reviewer to initiate the workflow start a review even if the student has an existing OJT that has not been submitted, or the module has not been automatically submitted. This can be useful where there is no student side to an OJT, or where reviewers might need to complete ad hoc training on the floor.
If the OJT module is not assigned to the student, the a reviewer can initiate the process and this will make a manual assignment to start the review.
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Navigate to the student’s development plan.
Click the OJT module assignment so it expands. Then click the Start Review button.
Confirm you wish to skip the student submission phase by clicking Start Review.
Considerations for allowing Reviewers to Initiate Workflow
Declinations should be set up as None (approvals only), or Decline and close assignment only for modules without student content.
Reviewer initiated modules should not be used with digital signature documents where the student submission will be skipped.
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For reviewer initiated modules, declinations should be set up as None (approvals only), and Decline and close assignment only. They should not be set up as return to student since the student submission was skipped. |
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Since student submission will be skipped, reviewer initiated modules should not be used with digital signature documents |
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Setup
If you want reviewers to be able to start regardless of assignment, make sure role can make assignments with DPA, (assign retakes?) etc.
Make sure publishing is correct
Scope for the current role applies when looking for users
May want to set up as approve only or approve and decline and close only
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Misc notes
Don't use with digital signature doc, since student submission will be skipped