Location
You can begin adding a CPD request by navigating to My Portfolio.
As a line manager, leadership or administrator you may need to access My Portfolio from the My Staff page by clicking the blue button in the top-bar, labelled 'My Portfolio'.
Instructions
In the My Portfolio menu, navigate to CPD Activities/Courses.
Click on Add CPD Request
The tabs and fields contained within the following explanation are based on the default settings within the system. Your organisation may have chosen to remove/ amend some of the fields based on its requirements.
Actions
Details Tab
The details tab allows you to provide key information about the course/ activity for your CPD request.
Title: Enter the course title
Description: Provide a brief description of the course
CPD Type: Choose the 'CPD Type' from the drop-down menu
Status: Select the most appropriate status, typically this will be 'Planned' for a 'CPD request', but the other options are 'Attended' or 'Not Attended'
CPD Category: Any requests default to a ‘CPD Request’
CPD Cost: Enter the costs associated with the course, whether it's per course or per person. If there is no cost, enter '0'
CPD Link: Include a link (if available) to the course you are requesting to attend
Date/Provider Tab:
Date/Provider: Choose the provider and input the course dates, to select multiple dates use the calendar and select multiple dates. Click 'Add' to save the information. Once the date is saved you are able to edit the start and end dates by clicking on the edit pencil icon.
Reminders: Specify the number of days before the course start date for reminding the line manager or CPD coordinators
Linked To Tab
Is this CPD request linked to another area?: If the course is linked to other content in the portfolio (e.g., objectives), you can check this box. Then, use the drop-down menu to select the area the course is linked to
Impact Feedback/Tab
This tab should be filled out after the course has taken place to provide feedback on how the course went, the impact tab is based on the rights you are assigned within the system in the setting tab you will need to ensure the 'Allow Status and Feedback for approved CPD requests?' has been turned on by the administrator to allow this function.
'Allow Status and Feedback for approved CPD requests' can be found by selecting Settings from the sidebar, then Review and from the drop-down select CPD.
Then from the setting tab make sure the tick box beside 'Allow Status and Feedback for approved CPD requests' is checked.
Impact/Feedback: Describe the impact of the course on your professional development
Rating: Assign a rating using the star system
Click Add to submit the request for approval.
