Create a request

This article covers: New Request.

Before you start

Access. You need access to Learning & Development > Training Requests. If you do not see it in the menu, ask your administrator for the role that covers this area.

Steps

Open Learning & Development > Training Requests.
Select New Request.
In the window Training Request fill in the fields below.

Field	What it means and what to enter
Request Code	A short, unique code that identifies the record.
Request Type	Choose one: Individual Training, Team Training, Department Training, Course Request, Certification Request, External Training, Conference Request, Workshop Request, Skill Development, Competency Development....
Title	A short title people will recognise.
Description	Free text for your own notes.
Business Need	Type the business need.
Priority	Choose one: Low, Medium, High, Critical.
Preferred Start Date	The first day the record is in force.
Preferred End Date	The last day the record is in force. Leave it empty if it has no end.
Delivery Mode	Choose one: Classroom, Virtual, Self Paced, Blended, External, On The Job.
Estimated Cost	Type the estimated cost.

Select Submit.

The window closes and the table shows the result.

If something does not work

The button "New Request" is missing. You do not have the permission, or the page is not in your menu. See Access above.
A list in the window is empty. The records it picks from do not exist yet.
The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.