Skip to content

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 ​

  1. Open Learning & Development > Training Requests.

  2. Select New Request.

  3. In the window Training Request fill in the fields below.

    The window
FieldWhat it means and what to enter
Request CodeA short, unique code that identifies the record.
Request TypeChoose one: Individual Training, Team Training, Department Training, Course Request, Certification Request, External Training, Conference Request, Workshop Request, Skill Development, Competency Development....
TitleA short title people will recognise.
DescriptionFree text for your own notes.
Business NeedType the business need.
PriorityChoose one: Low, Medium, High, Critical.
Preferred Start DateThe first day the record is in force.
Preferred End DateThe last day the record is in force. Leave it empty if it has no end.
Delivery ModeChoose one: Classroom, Virtual, Self Paced, Blended, External, On The Job.
Estimated CostType the estimated cost.
  1. 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.