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How to request a Bursary/Qualification
How to request a Bursary/Qualification

Use the Bursary/Qualification request to enhance your professional skillset.

Ryan Collier avatar
Written by Ryan Collier
Updated over a year ago

Add to your learning experience by requesting a Bursary from your Learning Budget, to cover a collection of expenses such as textbook costs, accommodation costs, travel costs, and any other additional costs related to your personal and professional development! You can do this through the HowNow Browser Extension, or, through your Profile.

From your Profile

  1. Click on your Profile picture.

  2. Select Request Learning, to open the pop-up

  3. Select the Bursary/Qualification field to get started.

These required fields include:

  • Qualification Name - the name/title of the learning you are about to request.

  • Source URL - the URL to the resource (for the Budget Owner to review).

  • Learning Provider - who is providing this learning experience? This is usually a professional training body, high education institute, or online provider.

  • Start Date - when the Bursary starts.

  • End Date - when the Bursary is due to end.

You will receive a notification once your end date reaches, and you will need to confirm it as "complete".

  • Budget - you may be allocated more than one budget if you are in multiple Groups, so choose from which you'd like to spend.

  • Send To - choose which Budget Owner(s) you want to send your request to.

  • Learning Cost - Fill in any relevant cost fields, and leave blank any fields that do not require a cost (unless marked with a compulsory red asterisk). These will add to your overall total.

  • Invoice Document - for your Budget Owner to review the terms of payment.

  • Confirmation of registration - proof that you have registered on to your training course for the qualification.

  • Supporting Documents - you can submit any documentation that will further explain why this training is relevant for you. This may include:

    • An invoice - if you've already purchased your training

    • A digital letter of approval - shared by another Manager in the organisation

    • Information about your Bursary/Qualification

Note✨: You can add up to 10 supporting documents, each at a maximum of 10MB. Supported file types include: pdf, .doc, .docx, .jpeg, .jpg, .png, .xlsx, .xls, .ppt, .pptx.

  • Additional Notes - explain why you would like to purchase this particular resource. To improve communication skills? Become a better leader? It's part of your development plan? You can add a maximum of 300 characters.

  • Submit your request by clicking Send Request.

4. Now your request has been sent, this will either be Approved or Rejected by the Budget Owner, of the budget you've chosen to allocate this Bursary towards.

Note: Budget Owners can still edit a Budget's amount (not currency), even if a request has been submitted. If the Budget Owner decreases the Budget amount to below your requested learning amount, your budget will be set to £0, after they've approved said request. For example...

  • Your Budget = £100

  • You request learning for £50

  • Budget Owner then decreases budget to £40

  • Budget Owner approves your request

  • You new remaining Budget = £0

  • You'll always received a notification making you aware of the recent increase/decrease of your budget - showing old value to new value.

Once you're Bursary has been approved and your end date has arrived, you'll need to go to your Profile to confirm completion of your Bursary.

5. Select My Profile, and go to the Budget & Requests section

6. Click the three-dot menu and select "Mark as complete"

Your Bursary will now be recorded as complete, visible to you in your Profile, and to the Budget Owner on their Transactions page.

Take a look at our video tutorial below:

You can Top-up a Learning Request, should you need to spend more, on the same learning, e.g., for a workshop that has increased in price. Read our article: How to Top-up your Learning Request.

From the HowNow Browser Extension

When requesting a Bursary/Qualification, while using the HowNow Browser Extension, you simply select the Request Learning card icon, and this will open a new tab, taking you to your workspace, with the pop-up ready for you (same as the above steps).

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