Training Request Form

This form should be used to submit a request to the weekly Establishment Control &
Training Panel for consideration of;
 Individual requests for CPD funding for training & development activities (subject to
repayment provisions in line with the Training & Development Policy).
 Manager requests for training & development activities to be funded from the central
training budget.

Completed forms should be submitted to: Sandra.kadungure@nhs.net by COP each

Wednesday for consideration the following Monday.

Section A – Employee Information

Employee Name: Praise Godwin
Job Title: Mr
Band: 5
Date of Request: 03/09/2020

Section B – Training Opportunity Information

Course / Event Title: MB-230T01: Dynamics 365 for Customer Service

Module 1: Customer Service Overview

Module 2: Case Management
Outline of Programme: Module 3: Service Level Agreements and
Entitlements
Module 4: Knowledge Management

- Install and configure the customer service app

- Identify common customer service scenarios
- Complete a case resolution process
- Analyse customer service data
Learning Outcomes:
- Automate case management record processing
- Create and use knowledge articles
- Create and use entitlements and service level
agreements
Start Date & Duration: 14/09/2020 – 1 Day
Course Provider: Training4dynamics365

Amount of Funding Requested:

Please provide a breakdown of this
£750+VAT
per element of the course and any
travel, venue, accommodation costs.

Is this the full cost of the programme? Yes☒ No

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 If no, please advise how the
remainder of the costs are being met:
e.g. Self-funding, Bursary Funding,
Government Funding

What are the requirements for study

leave, or other time commitment
including pre-work and follow-up:

Section C – Link to Personal Development

Customer satisfaction in dealing and resolving
1.
queries
How does this activity link to
organisational, departmental
2. Help in setting up and managing SLAs
or individual objectives?

3. Analyse data efficiently and with more accuracy

The department will boast of a qualified/skilled staff

1. that can manage the day to day operations of the
CRM system for customers/staff
How will the learning be
The department will boast of a qualified/skilled staff
applied back in the
2. that can manage the day to day operations of the
workplace on completion of
CRM system for customers/staff
the programme?
Organisation can boast of a skilled/qualified member
3. of staff that will enhance the quality of service
provided to customer

1. Knowledge sharing

How will this application of

2. Attendance
learning be evidenced?

3.

Other Relevant Information:

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THIS PAGE SHOULD ONLY BE COMPLETED IF THE EMPLOYEE IS APPLYING FOR
CPD FUNDING THEMSELVES.

Section D – Applicant Declaration

In consideration that KFM grants funding from the training budget and any associated
expenses or study leave to complete the activity above, I undertake to complete this
course and have discussed this with my Line Manager.

In the event that I voluntarily leave KFM, I accept the following recovery of course fees
and associated costs will be applied. I agree to the appropriate deductions being made
from my final salary.

During the course and up to 6 months post completion 100%

6 – 12 months post completion 75%
13 – 24 months post completion 50%
I confirm that I am an employee of KFM and that I am not currently in my probation
period.

Signature: Praise Godwin

Date: 03/09/2020
Section E – Line Manager Supporting Information
Manager Name:
Job Title:
Employee start date:
Probation completed: Yes No
Date of last appraisal:
Last appraisal outcome:
MAST 100% Completed: Yes No
Formal Disciplinary on File: Yes No
Formal Absence Management: Yes No
Formal Performance
Yes No
Management:
Previously received CPD
Yes No Amount:
funding:
Central Training Budget Local Budget
Source of Funding:
Other:

I confirm that I support this application which meets objectives as set in the employees
most recent appraisal and is contained within their agreed Personal Development Plan.

Signature:
Date:
Section E – Panel Decision Making

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 Does this request relate to
organisational objectives Yes No
and identified needs?
Is the training likely to
achieve the required Yes No
objectives?
Central Training Budget Local Budget
Source of Funding:
Other:

Notes / Comments:

Decision: Authorised Declined

HR Team Actions
1. Confirm outcome to requesting employee and line manager including final decision
and any notes / comments and the actions they need to take to book and pay for the
training.
2. Update central training budget record

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