SharePoint - External Training Request Form

Background Information

A External Training Form is required to be completed when a team member is requesting any training or conference attendance that is outside of the provided internal training.  The following Job Aid walks you through the steps to completing the External Training Request Form. 

External Training Request Form

  1. From the Home Page of the Source, click the “Forms” dropdown from the top ribbon of dropdowns, and click “External Training Form”.
  2. The first time you fill out the form, you will receive a pop-up notifying you a Sign in is required. Click “Sign in”. An additional pop-up will appear asking permission for the form to access your data.  Click “Allow”.
  3. From the landing page of the form, enter your badge number with no dashes (ex 1008811) and click “login”.
  4. The Personal Information will be automatically filled based on your login information.  Fill in all relevant and required fields in the form.  Required fields are notes with an asterisk (*).
  5. Select the level of approvers appropriate to the request.

*Note - If you only have one level of approval, only fill in “Department Approval Level #1”. 

  1. When you are complete, click the “Submit” button at the bottom of the form.

*Note – You will not be able to submit without filling in all required fields.  The button will not populate an option to click unless all required fields have been filled.