Course Upskilling Requests

module: course-upskilling-requests
intent: null            # setup | advice | review | fix | build | convert | export
scale: null             # Starter | Growth | Scale, only if the answer changes it
areas:
  "Budget": null
  "Approval": null
  "After approval": null
  "Current process": null
  "Outcome": null
requested_outputs: []   # csv | sql | json | notion | xlsx - requested formats only
confirmed_facts: []     # only what the user actually said
open_questions: []      # the unanswered ones, in the order worth asking

Request Title,Employee Name,Department,Course Name,Provider,Course Link,Linked Skill Gap,Reason,Cost,Currency,Duration (Hours),Start Date,Manager Approval,HR Approval,Finance Approval,Budget Line,Service Bond (Months),Enrolled in LMS,Completion Date,Certificate Received,Status,Course Request ID
Promotion to L3,Aarav Sharma,Delivery,Advanced SQL, Udemy,https://example.com/courses/safety,GAP-2026-003,Skill gap identified in the quarterly review,98000.00,INR,2.5,2026-01-15,FALSE,FALSE,FALSE,BL-114 Travel,12,FALSE,2026-01-15,FALSE,Approved,

CREATE TABLE course_upskilling_requests (
  request_title VARCHAR(255),
  employee_name VARCHAR(255),
  department VARCHAR(255),
  course_name VARCHAR(255),
  provider VARCHAR(255),
  course_link TEXT,
  linked_skill_gap VARCHAR(255),  -- relation -> target record
  reason VARCHAR(255),
  cost NUMERIC(14,2) NOT NULL,
  currency VARCHAR(255),
  duration_hours NUMERIC NOT NULL,
  start_date DATE NOT NULL,
  manager_approval BOOLEAN NOT NULL,
  hr_approval BOOLEAN NOT NULL,
  finance_approval BOOLEAN NOT NULL,
  budget_line VARCHAR(255),
  service_bond_months NUMERIC NOT NULL,
  enrolled_in_lms BOOLEAN NOT NULL,
  completion_date DATE NOT NULL,
  certificate_received BOOLEAN NOT NULL,
  status VARCHAR(100) NOT NULL,
  course_request_id SERIAL PRIMARY KEY,
  created_at TIMESTAMP DEFAULT NOW(),
  updated_at TIMESTAMP DEFAULT NOW()
);

CREATE INDEX idx_course_upskilling_requests_status ON course_upskilling_requests (status);

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "Course & Upskilling Requests",
  "type": "object",
  "additionalProperties": false,
  "properties": {
      "Request Title": { "type": "string" },
      "Employee Name": { "type": "string" },
      "Department": { "type": "string" },
      "Course Name": { "type": "string" },
      "Provider": { "type": "string" },
      "Course Link": { "type": "string", "format": "uri" },
      "Linked Skill Gap": { "type": "string" },
      "Reason": { "type": "string" },
      "Cost": { "type": "number" },
      "Currency": { "type": "string" },
      "Duration (Hours)": { "type": "number" },
      "Start Date": { "type": "string", "format": "date" },
      "Manager Approval": { "type": "boolean" },
      "HR Approval": { "type": "boolean" },
      "Finance Approval": { "type": "boolean" },
      "Budget Line": { "type": "string" },
      "Service Bond (Months)": { "type": "number" },
      "Enrolled in LMS": { "type": "boolean" },
      "Completion Date": { "type": "string", "format": "date" },
      "Certificate Received": { "type": "boolean" },
      "Status": { "type": "string" },
      "Course Request ID": { "type": "integer" }
  },
  "required": [
      "Cost",
      "Duration (Hours)",
      "Start Date",
      "Service Bond (Months)",
      "Completion Date",
      "Status"
  ]
}

| CSV column | Notion property | Set after import |
|---|---|---|
| Request Title | Title | Use as the database title |
| Employee Name | Text | Leave as Text |
| Department | Text | Leave as Text |
| Course Name | Text | Leave as Text |
| Provider | Text | Leave as Text |
| Course Link | URL | Convert to URL |
| Linked Skill Gap | Relation (link to the target database) | Convert to Relation, link to the target database |
| Reason | Text | Leave as Text |
| Cost | Number (format: currency) | Convert to Number, set format to Currency |
| Currency | Text | Leave as Text |
| Duration (Hours) | Number | Convert to Number |
| Start Date | Date | Convert to Date |
| Manager Approval | Checkbox | Convert to Checkbox |
| HR Approval | Checkbox | Convert to Checkbox |
| Finance Approval | Checkbox | Convert to Checkbox |
| Budget Line | Text | Leave as Text |
| Service Bond (Months) | Number | Convert to Number |
| Enrolled in LMS | Checkbox | Convert to Checkbox |
| Completion Date | Date | Convert to Date |
| Certificate Received | Checkbox | Convert to Checkbox |
| Status | Select (add options after import) | Convert to Select, add options: "Requested", "Approved", "Scheduled", "In Progress", "Completed", "Rejected" |
| Course Request ID | Text (preserve source ID) | Keep imported IDs as Text; optionally add a separate Unique ID property |