Build your learning budget approval.
Keep course costs, budget decisions and employee training requests together.
How to build your learning budget approval
Describe the job
Keep course costs, budget decisions and employee training requests together.
Review the first version
Choose how the employee records the employee reference and how the training coordinator reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A learning budget approval example
A training request is approved for a course that later changes price.
Learning budget approval example
- Record
- Learning budget approval · 01
- Owner
- Employee
Current stage · Employee
Open the employee reference
A training request is approved for a course that later changes price.
Read the full walkthrough
Open the employee reference
A training request is approved for a course that later changes price.
- Record:
- Learning budget approval · 01
- Owner:
- Employee
Review the completion evidence
Keep the revised cost pending review and preserve the original approval amount.
- Stage:
- Awaiting training coordinator review
- Owner:
- Training coordinator
Request review of the changed course cost
Request review of the changed course cost while preserving the original approval.
- Next action:
- Request review of the changed course cost while preserving the original approval.
- Owner:
- Budget reviewer
What to include in your learning budget approval
Keep the employee reference in context
Keep employee reference, course, cost estimate, budget owner, approval and completion evidence together so the next person can understand the request or record.
When the next step needs a decision
A training request is approved for a course that later changes price. Keep the revised cost pending review and preserve the original approval amount.
Keep completion evidence visible
Request review of the changed course cost while preserving the original approval.
Choose what each person needs
Give the employee a working view and the training coordinator a review view. Keep employee reference and course attached to the decision as the work moves between them.
Questions about learning budget approval
Start with employee reference, course, cost estimate, budget owner, approval and completion evidence. Describe who enters the information and who reviews the next step.