Training Request

Training requests submitted through email or informal conversations give learning and development teams an inconsistent record of what is being requested, from whom, at what cost, and why it is needed. Business justification is rarely articulated. Training provider details are incomplete. Cost and duration are often unstated until follow-up. Without a structured intake process, assessing and approving training requests consistently across the organization requires effort that a proper request form should eliminate.

The Training Request template for SharePoint, built with Infowise Ultimate Forms, provides a structured request form that captures the employee's details, the type and title of training, the training provider, expected start date, duration, location, cost, business justification, and an optional program outline attachment. Every submission is stored as a complete, reviewable record in SharePoint.

How it works

Employee details

The form captures the requesting employee's full name, employee ID, department, position or job title, phone number, and email address. This context ensures every request is clearly attributed and that the approving manager or L&D team can assess the request in relation to the employee's role and development needs without additional follow-up.

Training details

A structured set of training fields captures the type of training being requested, the title of the training program, the provider or organization delivering it, the expected start date, duration, and location. Capturing these details consistently across every request gives the L&D team a filterable, reportable record of all training activity, making it straightforward to plan scheduling, manage provider relationships, and track training investment across the organization.

Training cost

A dedicated cost field captures the financial investment associated with the request. Capturing cost at the point of submission gives the approving manager and L&D team the information needed to assess the request against budget availability before committing to approval, without requiring a separate quote or cost estimate to be produced.

Business justification

A free-form justification field asks the employee to explain why the training is important to their role and the organization, outline the specific skills or knowledge they expect to gain, and describe how the training will benefit their job performance and contribute to the company's goals. Requiring justification in writing at the point of request shifts the quality of submissions from vague requests to considered proposals, giving the review team something substantive to assess.

Program outline upload

An optional file upload field allows the employee to attach a copy of the training agenda or program outline directly to the request record. Attaching the outline at the point of submission gives the L&D team immediate visibility of what the training covers without requesting the document separately.

What you get

• A structured training request form capturing employee details, training type, title, provider, start date, duration, and location
• Training cost capture enabling budget assessment at the point of submission
• Business justification field requiring the employee to articulate skills gained and organizational benefit
• Optional training program outline upload linked directly to the request record
• Every request stored as a complete, reviewable record in a standard SharePoint list
• Filterable by department, training type, cost, or start date for L&D planning and budget management
• Extendable with automated submission notifications and manager approval workflows using Ultimate Forms
• Free for all Ultimate Forms customers, installed automatically with a single click

Built on standard SharePoint lists

The Training Request system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All request records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.