CPD Workflows & Submissions
Overview
This section covers how learners can self-submit CPD activities and the approval workflows available for managing submissions. These features enable flexible CPD tracking where learners can log activities completed outside the platform, and edit their submissions when needed.
What You'll Learn
CPD Self-Submissions and Workflow – How learners submit their own CPD activities
CPD Sign-off and Reflection Workflows – Configure approval requirements and reflection documentation
Allowing Learners to Self-Add CPD Activities – Enable and configure self-submission features
Editing CPD Submissions as a Learner – How learners can edit their submitted CPD activities
In This Section
Guide | Description |
|---|---|
CPD Self-Submissions and Workflow | The complete self-submission process for learners and admins |
CPD Sign-off and Reflection Workflows | Configure sign-off approval and reflection requirements |
Allowing Learners to Self-Add CPD Activities | Enable self-add functionality on CPD schemes |
Editing CPD Submissions as a Learner | How learners can update their CPD submission details |
Workflow Options
Configuration | Workflow |
|---|---|
Neither enabled | Submissions auto-approved, no documentation required |
Sign-off only | Submissions require admin approval |
Reflection only | Submissions require documentation but auto-approve |
Both enabled | Submissions require documentation AND admin approval |
Key Features
Self-Submissions
Learners can submit CPD activities they've completed outside Learn Amp, including:
Activity title and description
CPD points/hours earned
Formal or informal classification
Date of completion
Sign-off Workflow
When enabled, submissions go through an approval process:
Learner submits activity
Admin reviews submission
Admin approves or rejects
Points credited (if approved)
Reflection Workflow
When enabled, learners must upload supporting documentation:
Files (PDF, DOC, images, etc.)
Self-recorded videos or audio
Editing Submissions
Learners can edit their own CPD submissions to:
Correct mistakes in title or description
Update CPD points/hours claimed
Change formal/informal classification
Modify completion date
Add or update reflection documentation
Pre-requisites
To configure submission workflows:
CPD must be enabled
"Allow learners to mark completed" must be enabled on the scheme
Owner, Admin, or HR permissions required
Next Steps
After configuring workflows:
Notifications & Reminders – Set up reminder emails for learners
Tracking & Reporting – Review and approve submissions, track progress