From your profile menu, select Request learning, add the details and cost, choose a budget and its owners, then select Submit Request.
Send a request
Select your name at the bottom of the sidebar, then select Request learning.
Choose a Learning Type. It decides which date and cost fields you fill in: for example, Course adds dates, travel, accommodation and daily allowance, while Book asks only for a Learning Cost.
Enter the Learning Name and a Source URL so your approver can check the details.
Under Budget, choose the budget to pay from. The amount next to each budget is the amount per person, not what you have left.
Under Send To, choose one or more of the budget's owners.
Enter the costs in the budget's currency.
Optionally, attach quotes or booking details under Supporting Documents and add Additional Notes.
Remember❗: The owners you choose under Send To get an email and an Inbox task straight away. Any of the budget's owners can approve or decline it.
Select Submit Request.
You'll see "Learning request submitted successfully", and the request appears as Pending in My Profile › Budgets and Requests.
Good to know
If you change the Learning Type, the fields that belonged to the old type are cleared.
You can ask for more than you have left, but an owner can't approve it unless your remaining balance covers the full cost.
Attachments: up to 10 files of 10 MB each (PDF, Word, Excel, PowerPoint, CSV, JPG or PNG). Notes can be up to 300 characters.
While a request is Pending, you can edit it or cancel it.