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Managing approval plans

Course description

This recorded course would be useful for any staff working with approval plans in WorldShare Acquisitions. It includes how to create an approval plan in WorldShare® Acquisitions, how to import vendor order, invoice and shelf ready data files for approval plans, and how to receive and invoice approval plan items.

View a recorded session

View a recorded session (40 minutes)

Course handouts

Managing approval plans


Request closed captioning
Closed captioning is available in the US upon request with 5 business days' notice. To request closed captioning for a training session, please contact us at

Cancellation policy
In the event of low attendance, OCLC may cancel a training session. In this situation, registrants will be notified by email in advance of the session.




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