Learn how to review, modify & approve a participant's RTI hours.
User Types: Regulators, Sponsors, Employer Administrators, Supervisors, Mentors & RTI Providers
- All user types above may not be given access to the functionality. If you do not see the function you need, please contact your program administrator.
- See Overview: RTI Tracking for other functions and articles related to RTI tracking.
Notes:
- Approving hours is not required by the software. However, some programs may require that they be approved.
- Regardless of approval, ALL hours submitted will be calculated by the system and be used to mark competencies/courses as complete automatically as appropriate.
- Once approved, hour submissions can only be modified by a program Sponsor.
Step 1: Navigate to Participants - Select the Type of Participant - and Click the Participant's Name
Step 2: On the Participant's Profile Details Page, Click the Summary Button
- The Summary button will open the Progress Summary page, which shows by date each hour OJT & RTI submission. The type (OJT or RTI) will appear under the submission date.
- Submission dates will only be shown for the dates that fall within the Start and End Date boxes set at the top of the Progress Summary (the current month by default). Click, the calendar icon on the Start and End Dates to change them.
Note: If you click the blue APPROVE button, the submission will be automatically approved. You will NOT be able to review it. To review it before approving it, go to Step 3.
Step 3: To Review, Edit, or Delete any Submission, Click the Submission Date & Details on the Progress Summary page.
- Scroll down the page to see all the competencies and to which hours were submitted. If a participant submitted an attachment with their submission, it will show at the bottom of the page. Simply click an attachment to view it.
- If no edit is required, click X in the top right corner to go back to the Progress Summary page.
- To delete the full submission, click the trash can icon in the top right corner.
- To edit any hours, click on and change the hours, and then click the √ on the top right to save the update.
You will be taken back to the Progress Summary page where you can approve submissions or check additional submissions.
Step 4: Approve Submission(s) - Optional
- Click the APPROVE√ button to approve an individual submission, OR
- Click the Approve √√ button at the top of the Progress Summary page to approve all the participant's listed submissions at once.
- Once approved, the date submission will change to the gray approved button with the date it was approved.
