Classic form

Training request form

Training requests are refused for two reasons far more often than for cost: nobody could tell what would change afterwards, and the days away had no cover. This form asks for both in plain language, and puts the repayment condition in front of the person before they ask rather than after they are approved. It is a classic form, because a cost table and a business case belong on one page an approver can read end to end.

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Welcome screen of the training request form example — The welcome screen respondents see first. The image was generated for this example.

The form itself

A static copy of the finished form, exactly as it renders. Nothing here can be filled in or submitted, so read it as a reference and build your own from the button above.

Training and development request

For a course, conference or qualification you would like the service to pay for. Requests are considered on the first Monday of each month, so anything starting inside four weeks is worth an email to your manager as well.

You

Your name *

First

Last

Employee number *

Your service *

Your manager's email *

How long have you been here? *

Contract end date, if fixed term

What you want to do

Course or qualification *

Who runs it *

Link to the course page *

How is it delivered? *

Is it assessed? *

Yes, and I get a qualification

Yes, attendance certificate only

No assessment

Starts *

Finishes *

Working days away from the service *

Last day to register or pay *

What it costs

Put every line in, including the ones that feel small. A request refused for cost is almost never refused on the course fee; it is refused when travel and accommodation appear later and double a number the panel had already agreed to.

Cost breakdown

What	Amount

Total you are asking for *

How should it be paid? *

Raise a purchase order and pay the provider directly

I will pay and claim it back once I have finished

I have already paid and am asking to be reimbursed

Is any of it funded elsewhere? *

Partly, by a scholarship or grant

Partly, by my professional body

I will contribute some myself

The case for it

Where does this sit? *

Required to keep my registration or licence

Required for a role I have already been asked to take on

Recommended in my last development conversation

My own development, and I am asking

What will you be able to do afterwards that you cannot do now? *

Who else benefits, and how would anyone notice? *

Who covers your work while you are away? *

The conditions

Funded training over $2,000 carries a repayment condition: if you leave within twelve months of finishing, a share of the cost is repaid, reduced by a twelfth for every month you stay. It is stated here rather than in the approval email because it is the sort of thing people should know before they ask, not after they are told yes. Ticking below is not the agreement itself, which is signed separately before any money is committed. Parking, textbooks, professional memberships and a resit after a second failure are not funded.

I understand and agree *

If this costs more than $2,000 the repayment condition above applies to me

I will finish the course and any assessment attached to it

I will present what I learned at a team meeting within two months of finishing

If I withdraw, I will tell my manager before the provider's refund date rather than after it

Every field, and what it collects

The complete field list, in the order respondents meet it.

Your nameNameRequired
Employee numberShort textRequired
Your serviceDropdownRequired: Options: Community nursing · Allied health · Mental health · Aged care · Administration · Clinical governance · Facilities
Your manager's emailShort textRequired
How long have you been here?DropdownRequired: Options: Under six months · Six to twelve months · One to three years · Three to five years · More than five years
Contract end date, if fixed termDate
Course or qualificationShort textRequired
Who runs itShort textRequired
Link to the course pageShort textRequired
How is it delivered?DropdownRequired: Options: In person · Online, live at set times · Online, at your own pace · A conference or symposium · Part online and part in person
Is it assessed?Single choiceRequired: Options: Yes, and I get a qualification · Yes, attendance certificate only · No assessment
StartsDateRequired
FinishesDateRequired
Working days away from the serviceNumberRequired
Last day to register or payDateRequired
Cost breakdownTable: Columns: What · Amount
Total you are asking forNumberRequired
How should it be paid?Single choiceRequired: Options: Raise a purchase order and pay the provider directly · I will pay and claim it back once I have finished · I have already paid and am asking to be reimbursed
Is any of it funded elsewhere?Single choiceRequired: Options: No · Partly, by a scholarship or grant · Partly, by my professional body · I will contribute some myself
Where does this sit?Single choiceRequired: Options: Required to keep my registration or licence · Required for a role I have already been asked to take on · Recommended in my last development conversation · My own development, and I am asking
What will you be able to do afterwards that you cannot do now?Long textRequired
Who else benefits, and how would anyone notice?Long textRequired
Who covers your work while you are away?Long textRequired
I understand and agreeMultiple choiceRequired: Options: If this costs more than $2,000 the repayment condition above applies to me · I will finish the course and any assessment attached to it · I will present what I learned at a team meeting within two months of finishing · If I withdraw, I will tell my manager before the provider's refund date rather than after it

What makes this form work

It asks what changes, not why you want it

The placeholder shows the difference: assess and dress a complex wound without escalating, rather than improve my clinical skills. A worked example inside the field is worth more than any amount of guidance, because it is read at the moment of writing.

Cover is a required question, not an afterthought

Four days away is the part a manager can genuinely refuse, so the form asks who covers it and whether they have been spoken to. It moves the conversation that would have happened after approval to before the request.

Where the training sits is one choice field

Registration requirement, a role already agreed, a development conversation, or asking on your own account. Four options sort a monthly pile faster than any amount of prose, and they let a genuinely optional request be made honestly instead of dressed up as mandatory.

Questions people ask

What makes an approver say yes to a training request?

A specific capability at the end of it, a real number including travel, and a named person covering the work. This form asks for all three, and it asks for the capability in a sentence rather than a paragraph. Requests that fail almost always fail on the second or third, not on the first.

Should the repayment condition be on the request form?

The wording, yes, above the tick boxes. The agreement itself, no: a repayment obligation is normally a separate signed instrument, agreed before the employer commits the money rather than at the point somebody resigns. What the form does is make sure nobody asks without knowing, which is worth a paragraph and prevents most of the arguments.

Why break the cost into a table instead of one number?

Because a single total hides the lines a panel argues about. Five rows is enough for a fee, travel, accommodation, materials and an exam. The table renders exactly the rows it was given and there is no add row button, so five is a deliberate size rather than a limit somebody hit.

Can a form route the request to a manager and then a panel?

No. There is no approval chain, no conditional routing and no state a request moves through. What a form can do is email a copy on submission to one address, which for a monthly panel is usually a shared inbox. The routing after that is people, and this page does not pretend otherwise.

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