SF-182 Form - Overview

When requesting external training, users can use the SF-182 request form if the functionality is available in the portal.

To request SF-182 external training, select the Add SF-182 External Training option from the Options drop-down menu on the Transcript page.

When SF-182 functionality is available in the portal, the Add External Training option on the Transcript page is changed to Add Regular External Training. Also, an SF-182 filter option is available in the Training Type drop-down at the top of the transcript. When this is selected and the Search icon is clicked, only external training that was requested using the SF-182 request form displays. The results also display in-progress SF-182 requests.

Note: The Add SF-182 External Training and Add Regular External Training options must be configured in SF-182 Preferences in order for the links to display on the Transcript page.

When using the SF-182 form to request external training, there are four steps to completing the form:

  1. Training
  2. Costs and Billing
  3. Personal Details
  4. Confirm

Form Instructions

To view instructions for completing the form, click the Download Instructions link in the upper-right corner of any step. Note: The Download Instructions link only appears if instructions are created by the administrator. If the link does not appear, then an instructions document is not available.

Required, Read-only, and Pre-configured Fields

Some fields may be required or read-only, depending on how the administrator has configured the form. In addition, some fields may already contain a default value that is configured by the administrator. Pre-configured fields may be editable or read-only, depending on how the administrator has configured the form. Note: An SF-182 request cannot be edited if the vendor is set to inactive.

In-Progress Forms

Forms that are in progress can be saved and completed at a later time. Only the Course Title field is required in order to save the form. Click Save at the bottom of any step to save the form. The form appears on your transcript under the course title with a status of Not Submitted.

To return to an in-progress form, select the Edit option on the Transcript page. This opens the form and allows you to continue completing it. Note: An SF-182 request cannot be edited if the vendor is set to inactive. To delete an in-progress form, select the Withdraw option on the Transcript page. This opens the Withdraw pop-up. Click Submit to delete the form from your transcript.

Status Workflow

When the user submits the form, the external training is added to their transcript. The following is the workflow of the status process once a form is submitted:

User Action SF-182 Form Request Status External Training Transcript Status External Training Options Available On Transcript
Saves SF-182 Not Submitted Not Submitted Edit, Remove
Submits SF-182 and SF-182 approvals are required Pending Approval Step "<current approval step no.>" (e.g., Pending Approval Step 3) Pending SF-182 Form Approval None
Edits SF-182 that is currently pending approval Pending Approval Step "<current approval step no.>" (e.g., Pending Approval Step 3) Not Started Edit
LO approval is also required for user Approved Pending Approval
LO approval denied Approved Denied None
SF-182 approval denied Denied SF-182 Form Denied None
Exempted Same status that the form had at the time of exemption Exempt None
Gained all approvals for SF-182 and Register upon Approval is unchecked Approved Approved Withdraw
Gained all approvals for SF-182 and Register upon Approval is checked for portal Approved Registered Withdraw
User withdraws from training Same status as the form was at the time of withdrawal Withdrawn None
Training end date has passed Approved Registered Mark Complete
User marks complete; External Training and Completion Approvals are required for user Approved Pending Completion Approval None
Completion approval is granted or external training is completed Completed Completed None

Note: The Register Upon Approval option is configured in Default Approval Requirements (by Division) preferences.