In Cognota, all intake requests will be visible in the Requests section of the platform.
In this section, you can view, search, filter, sort, import, and export intake requests received by the business. You can also add a new request by clicking the "Create Request" button.
By clicking into an individual request, you'll be presented with four main sections:
Basic Information will show you basic information about the request that will help your learning team organize and track requests.
Request Details will provide details on what the request is about.
Additional Information is used to provide additional information specific to this request, which is not included in the standard form.
Internal Information will give the request owners the ability to record the initial assessment results and will help the learning team make the decision on the request and plan for next steps if needed.
As the Request Owner or Admin, you can approve, waitlist, or decline the request. You can also enable comments, allowing you to leave feedback on different sections of the request, which will notify the requestor.
Request Status and Priority Definitions
These definitions are provided as general guidance to help teams apply consistent structure to intake requests; however, organizations may adapt and use these statuses and priorities in the way that best fits their internal processes.
Request Status
In Review — The request has been submitted and is currently being evaluated by the learning team.
Waitlisted — The request has value but cannot be worked on immediately due to capacity or prioritization.
Approved — The request aligns with priorities and will move forward as a learning initiative or project.
Declined — The request will not proceed, typically due to misalignment with priorities or scope.
Request Priority
Low — Limited urgency or business impact; can be scheduled when capacity allows.
Medium — Important but not urgent; planned through the normal intake and prioritization process.
High — Urgent or high-impact request that requires accelerated review and action.
If a request is approved, you’ll have the option to download it as a PDF, create a project from it, or link it to an existing project by clicking on "More Actions".
Request Owners and Requestors can add Reviewers to their requests. A Reviewer is an L&D or Business user invited to review the request. Reviewers can view, update, comment on, and download the request, but they cannot approve, decline, waitlist, or cancel the request.
Please note that only registered users can be added as Reviewers, and users will be notified via email when they have been invited to join as a Reviewer.
