Training Request Forms - Create

To create a training request form, go to Admin > Tools > Learning > Training Form Management > Manage Training Request Forms. Then, click the Create New Training Request Form link.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Training Request Form - Manage Grant access to create and edit training request forms, manage request form statuses, and manage form statuses for users. This is an administrator permission. Training Forms Administration

Create Request Form

Enter the following information:

  • Title - Enter a title for the form, up to 100 characters. This will be visible when selecting a form to attach to a learning object. If multiple languages are enabled, click the Translate icon to the right of the field to localize the values to the other available languages.
  • Description - Enter text that will be visible only to the administrators, up to 1000 characters. This will display on the Training Request page. If multiple languages are enabled, click the Translate icon to the right of the field to localize the values to the other available languages.
  • Instructions - Enter text that will appear at the top of the form as instructions, up to 1000 characters. If multiple languages are enabled, click the Translate icon to the right of the field to localize the values to the other available languages.
  • Form Owners - Click to add owners. Owner's will have access to the form and can modify all user forms.
  • Default Submission Status - Select the default status the form will change upon first submission by the user.
  • Add Custom Field - Select the Add Custom Field link to add existing custom fields to the form. Custom fields must be created in Custom Field Administration before they can be added to a form. See Custom Field Administration.
    • Select fields to add to form, then click Submit.
    • Order - Enter number to rearrange order of fields.
    • Display Name - Enter text to specify how the field name will appear for users when completing the form. The same custom field may be used across forms, but have different display names for the user. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.
    • Response Required - Check this option to make the field required. If selected, the form cannot be submitted until the user enters a value in the field.

    Note: If Reason for Change is enabled for the portal, and the "Require reason for change when modifying the user record" preference is enabled in User Preferences, and a User Record custom field is included in the form, then "Self-Service" is saved as the reason for change when the User Record custom field value is updated using the form.

Click Save.