Configure Learning Forms

Learning Guide

Version
R2024.2.1
Configure Learning Forms

You can configure Learning forms to display in Profile > Forms so that learners can make self-service submissions.

To assign forms:

  1. Go to Workflow Administration > Role Privileges.
  2. Click Add.
  3. In the Parent Feature drop-down list, select Home Forms List.
  4. In the Form drop-down list, select the form to display. The following Learning forms are available:
    • Training Request Form: Enables learners to submit a training request.
    • Upload New Certificate: Allows learners to upload proof of certifications for external courses and learning plans.
  5. In the Workflow drop-down list, select the workflow for the form approval.
  6. (Optional) In the Category drop-down list, select the category to display the form under.
  7. (Optional) In the Sequence field, enter the display sequence.
  8. In the Role dialog box, select the employee user roles from the Available column and click the right arrow to move them to the Current column.
  9. Click Save.