Step 1: Start the Sub Request Creation Flow 0:00
Begin by accessing the create sub request flow.
Select the classes for which you need a substitute.
Step 2: Choose Audience Settings 0:10
Look for the toggle option to send invites to select users.
If the toggle is off, the request will go to all eligible users based on skills, location, and availability.
If you do not see the toggle, its because the account owner has turned off the setting to restrict instructors and staff from sending personal invitations and they prefer all sub requests get sent to all eligible users. Note, management can still override this and continue to send personal invites if allowed within the role permissions.
Step 3: Understand Automatic Selection 0:40
If a user (e.g., Allen) is unavailable for any selected class, you will receive an alert indicating the sub request will only be sent for his available classes.
Step 4: Sending to Specific Users 1:14
If you want to send the request only to a specific user (e.g., Allen):
Go back to Step 1 or select the button "Only send invite to select users".
Enable the toggle to send invites to select users.
Check the box next to Alan's name.
Step 5: Searching for Specific Users 1:39
If you want to send the request to someone specific (e.g., Meg):
Search for her name.
If she does not appear, it may be due to a mismatch in skills or location.
Step 6: Updating User Profiles 1:52
If you are in a management view, you can update the user's profile to match the required skills and location.
If you are an instructor, notify your manager to update the profile.
Step 7: Resending the Invite 2:04
After updating the profile, go back to resend the invite to the specific user.
Step 8: Finalizing the Sub Request 2:15
If you initially chose to send to all users but want to restrict it to specific users:
Go back to the audience settings.
Enable the toggle and select the desired users.
Step 9: Understanding Restrictions 2:39
Be aware that the ability to send personal invites may be restricted based on settings.