In Cognota, all intake requests will be visible in the Intake 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 "Add 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, 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.
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.
