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Edit a pending Learning Request

Make changes to a request should the price change or for any other reason.

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Written by Sunil Sharma

While a request is still Pending, open its three-dot menu in My Profile › Budgets and Requests, select Edit, make your changes and select Save Changes.

Change the cost, details, budget or owners on a learning request before anyone approves or declines it.

Before you start

  • You can edit a request only while it's Pending. Once an owner has approved or declined it, Edit disappears.

  • Top-ups and Premium Learning requests can't be edited. For a pending top-up, use Edit Top-Up instead.

  • If you don't see Budgets and Requests, ask your admin whether learning budgets are switched on for your workspace.

Edit a request

  1. Select your name at the bottom of the sidebar, select My Profile, then open Budgets and Requests.

  2. On the request, select ..., then Edit.

    The request menu with Edit highlighted

  3. Change what you need. You can change any field, including the Learning Type, Budget and Send To owners.

  4. Select Save Changes, then Yes, Proceed to confirm.

    Note: The owners under Send To get a notification that you've changed the request.

You'll see "Learning request updated". The request stays Pending with your changes, and its owners review the updated version.

Good to know

  • Changing the Learning Type clears the fields that only belonged to the old type. For example, switching from Bursary/Qualification to Book removes the dates and the invoice document.

  • The request keeps its place. Editing updates the same request; it doesn't create a new one.

  • Changed your mind entirely? You can always cancel the request.

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