Location
To access the CPD settings you should go to Settings from the menu on the left-hand side, then click on Review. From the Review dropdown select CPD.
Instructions
Go through the actions below and apply your changes accordingly, then click on Save Settings to finalise changes.
Actions
Settings Tab
The general settings tab allows you to display and hide costs throughout the system, by default the costs are hidden throughout the system. To turn the costs on:
Select the tick box ‘Show cover tab?’
Once this box has been selected you can individually select the cost you wish to see ‘Show cover costs?’, ‘Show travel expenses?’ and ‘Show other expenses?’
CPD Activities/Courses Tab
This section shows a list of CPD courses that have been recorded within the system.
Adding a CPD Course
Click on Add CPD Activity/Course
Once you have filled out all the tabs, click on Add to save the CPD course
CPD Type Tab
CPD types are allocated to courses to allow CPD coordinators to filter staff members by CPD types.
To add a CPD type:
To add a CPD type click on Add CPD Type
Add the name of the CPD type and a description
Click on Add to save the CPD type
To remove a CPD type:
Click on the bin icon next to the CPD type you want to delete
CPD Workflow Tab
When the CPD request is submitted by a staff member will flow through the order set in the CPD settings.
To change the order of the CPD request workflow, drag and drop the title to the correct order on the left-hand side of the screen.
CPD Request Status Tab
The CPD request statuses are by default named Accepted, Rejected and Pending, the wording and colours of the statuses can be edited.
To edit a status:
Click the pencil icon titled Edit next to the status you wish to edit
The Edit Request Status tab will appear, here you will be able to edit the name or colour of the status
Click on Save to apply the changes
CPD Provider Category Tab
The CPD Provider Category allows you to categorise CPD providers, allowing you to filter by category throughout the system.
To add a CPD provider:
From the CPD Provider Category tab select Add CPD Provider Category
Enter the Title of the category
To remove a CPD Provider category:
Click on the bin icon marked Make Inactive
To Restore an Inactive Provider Category.
To restore a provider category, select the drop-down titled Status, and change the status to Inactive
On the status you want to restore click on the icon on the far-right side titled Make Active to restore the provider category
CPD Provider Tab
You have the option to integrate CPD providers into the system, enabling you to allocate courses to specific providers. Furthermore, these providers can be applied as filters in reports for course management.
To add a CPD provider:
Click on add Add CPD Provider
Enter the details of the provider
Click on Add
To remove a CPD provider:
Click on the bin icon to the right of the provider. This will make the provider inactive.
To restore an inactive CPD provider
Change the Status drop-down to show Inactive providers.
Click on the restore button to the right of the provider that you would like to restore.
Areas for Development Focus Tab
To add a new focus:
Select Add Focus
Write the Title of the focus
Then click Add to save the focus
Emails Tab
This section contains the pre-set text for reminder emails. It is possible to reword the email but be careful not to change any of the fields e.g., ‘$CPD_ACTIVITY_COURSE$’
Edit the text as required.
If you do not want the reminder to be sent for a particular activity, remove the tick next to the heading.
Click Save Settings.
Email Reminders:
Reminder emails are sent by the system to inform users that activities are due for completion soon. In the Email Reminders tab you can customise the email reminders.
