Training resource requests submitted through email or informal channels give learning and development teams an incomplete picture of what is needed, when, where, and at what cost. Session details are described vaguely. The number of participants and the associated cost are not always stated. Individual resource requirements are lumped together in a single description rather than itemized, making it difficult to plan procurement or track spending against training budgets.
The Training Resource Request template for SharePoint, built with Infowise Ultimate Forms, provides a structured request form that captures the requesting employee's details, the training session title, dates, location, participant count, training cost, a line-item resource list, and an estimated budget for those resources. Every request is stored as a complete, reviewable record in SharePoint.
How it works
Employee and request details
The form captures the requesting employee's full name, employee ID, department or team, job title, phone number, and optionally their email address. This context ensures every request is clearly attributed and that the approving manager or L&D team has the information needed to assess and act on the request without additional follow-up.
Training session details
A dedicated training section captures the title of the training program, the start and end dates, and the location. Capturing session details in structured fields makes it straightforward to filter requests by date, location, or training title, and to identify scheduling conflicts or overlapping resource requirements across multiple sessions.
Participant count and training cost
The form captures the number of participants expected to attend and the overall cost of the training. Capturing participant count and cost at the point of request gives the L&D and finance teams the information needed to assess the request against budget availability and cost-per-head benchmarks without requiring a separate cost estimate to be produced.
Training resource line items and estimated budget
A dedicated training resources section captures the individual resources required for the session as line items, giving the procurement and L&D teams a specific, itemized list of what needs to be sourced rather than a general description. An estimated budget field captures the total budget anticipated for those resources, providing the financial parameters needed to initiate procurement within the organization's approval thresholds.
What you get
- A structured training resource request form capturing employee details, training title, dates, and location
- Participant count and overall training cost captured for budget assessment and cost-per-head analysis
- Line-item training resources list providing an itemized view of what needs to be procured
- Estimated budget for training resources enabling procurement within defined approval thresholds
- Every request stored as a complete, reviewable record in a standard SharePoint list
- Filterable by date, department, location, or cost for L&D planning and budget management
- Extendable with automated submission notifications and approval workflows using Ultimate Forms
- Free for all Ultimate Forms customers, installed automatically with a single click
Built on standard SharePoint lists
The Training Resource 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.
Read detailed installation instruction.
