Creating a CPD Scheme

Overview

Learn how to create a new CPD scheme using the step-by-step creation wizard. CPD schemes help structure and track professional development across individuals, teams, groups, or the entire organisation.

Creating a scheme allows Admins to set learning targets, determine how those targets are met (e.g. formal vs informal learning), and establish rules around completion and deadlines.

For detailed information about assignment types, date configurations, and scheme settings, see CPD Scheme Configuration and Assignment Types.

Functionality Breakdown

The CPD scheme wizard enables you to:

• Set a name (label) for your CPD scheme

• Assign it to specific individuals, teams, groups, or company-wide

• Define the learning target and how it's measured

• Add a formal/informal learning breakdown

• Configure a target reset schedule

• Make the scheme mandatory (or not)

• Allow learners to self-mark as complete with sign-off and/or reflection

Pre-requisites

To create and manage CPD schemes, you must:

• Hold one of the following roles: HR, Owner, Admin, or Super Admin

• (Optional) Confirm how CPD targets are measured in Company Settings > CPD

Quick Start Guide

1. Navigate to the CPD area

   • Navigate to CPD → Manage Schemes in the sidebar navigation.

2. Click "Add CPD Scheme"

   • This opens the CPD scheme creation wizard.

3. Enter CPD Details

   • Label: Give your scheme a clear name.

   • Whom is it assigned to?

     • Choose from:

       • Individual

       • Team (primary team only or all sub-teams)

       • Group

       • Company-wide

   • 💡 Tip: For detailed guidance on choosing the right assignment type and understanding how each type works, see CPD Scheme Configuration and Assignment Types.

4. Set the Target

   • Define how much CPD is required. The measurement method is configured in Company Settings > CPD.

5. Add Formal/Informal Breakdown

   • Choose how the CPD target should be split:

     • Formal: e.g. structured courses, webinars

     • Informal: e.g. reading, self-directed learning

   • 💡 Tip: Learn more about how formal/informal split affects point allocation and progress calculations in CPD Scheme Configuration and Assignment Types.

6. Configure Target Resets

   • Decide when CPD progress should reset:

     • Fixed Date: All users reset progress on the same date annually.

     • Dynamic: Adjusts deadline per user based on assignment date (useful for rolling CPD requirements).

   • 💡 Tip: Understanding the difference between Fixed Date and Dynamic date types is crucial for setting up your scheme correctly. See CPD Scheme Configuration and Assignment Types for detailed explanations, including how target prorating works for fixed dates.

7. Set Mandatory Status

   • Check the box to mark the scheme as mandatory.

8. Enable Self-Completion (Optional)

   • Allow learners to mark content as complete themselves.

   • Options include requiring:

     • Sign-off

     • Mandatory reflection

   • 💡 Tip: For comprehensive information about learner permissions and approval workflows, see CPD Self-Submissions and Workflow.

9. Save the Scheme

   • Review your settings and click Save to activate the scheme.

Editing a CPD Scheme

You can edit most scheme settings after creation, but some fields have restrictions.

Editable Settings

After creating a scheme, you can modify:

• Scheme name

• Target values (total, formal, informal)

• Assignment (add/remove users, teams, or groups)

• Self-completion settings (allow learners to mark complete, require sign-off, require reflection)

• Notification settings

• Reminders

Non-Editable Settings

⚠️ Warning: The following cannot be changed after a scheme is created:

• Fixed Reset Date – Once set, the annual reset date is locked. If you need a different reset date, create a new scheme.

• Date Type – You cannot switch between Fixed Date and Dynamic Date after creation.

• Assignment Type – You cannot change the assignment type (e.g., from Team to Individual) after creation.

💡 Tip: If you need to change a non-editable setting, create a new CPD scheme with the correct configuration and reassign users.

How to Edit a Scheme

1. Navigate to CPD → Manage Schemes in the sidebar navigation

2. Find the scheme you want to edit

3. Click Edit

4. Make your changes

5. Click Save

Deleting a CPD Scheme

When you no longer need a CPD scheme, you can delete it. Learn Amp gives you control over what happens to the associated CPD user data.

How to Delete a Scheme

1. Navigate to CPD → Manage Schemes in the sidebar navigation

2. Find the scheme you want to delete

3. Click Delete or the delete icon

4. A confirmation dialog will appear showing how many CPD user records are associated with the scheme

5. Choose whether to:

   • Delete scheme only – The scheme is removed, but CPD user records (progress data) are preserved

   • Delete scheme and all related CPD data – The scheme AND all associated CPD user records are permanently removed

6. Confirm your choice

What Gets Deleted

⚠️ Warning: Deleting CPD user records is permanent and cannot be undone. Historical progress data for all users assigned to the scheme will be lost.

When to Use Each Option

Delete scheme only:

• You want to stop the scheme but preserve historical records

• You may need the data for audit purposes

• Users' progress should remain visible in reports

Delete scheme and all related data:

• The scheme was created in error

• You want a complete clean-up

• Historical data is not needed

💡 Tip: If you're unsure, choose "Delete scheme only" to preserve the data. You can always clean up orphaned records later.

FAQs

Q: Can a CPD scheme be edited after creation?
A: Yes, but with some limitations. You can edit targets, assignments, and settings, but you cannot change the fixed reset date, date type, or assignment type after creation. See the "Editing a CPD Scheme" section above for details.

Q: What happens if a user is removed from a team or group?
A: They will no longer be assigned that CPD scheme unless it was also applied at an individual or company level.

Q: Can I assign the same scheme to multiple teams or groups?
A: Yes. You can create multiple assignments within the same scheme.

Q: Is there a way to track completion or progress?
A: Yes. Admins can report on CPD progress by navigating to CPD in the sidebar navigation.

Q: Are CPD cycles assigned to active users only?
A: Yes - the system only assigns a CPD scheme to users who are active. Pending users (not yet invited or with an invite pending) are not given a CPD user record. Once a user accepts their invite and becomes active, the system creates their user record and adds them to the CPD scheme.

Q: Does the Activity importer award CPD points?
A: No - the Activity importer does not award CPD points.

Q: Does marking CPD content as complete apply CPD points to user accounts?
A: Yes - as long as the user hasn't already completed the content. If an admin marks the content as complete for them, the CPD points for that content will be applied to the user's account.

Q: How do leap years affect CPD schemes?
A: The system can recur a date one year later and will account for leap years where needed. If a recurring date is set to 1 March, then in a leap year it will end on 29 February, and in other years it will end on 28 February. However, tasks set specifically for 29 February will not recur on 28 February in non-leap years.

Q: How do I find CPD points earned in a given month within a cycle?
A: You can view points or hours earned in a specific date range within a cycle using the Company Log UI or the CSV Summary Export.

1. Select the cycle you want to filter.

2. Choose 'Date range within selected cycle'.

3. Enter the date range you want to review.

Q: What happens when I delete a CPD scheme?
A: You have two options: delete the scheme only (preserving user progress data) or delete the scheme and all related CPD user records. See the "Deleting a CPD Scheme" section above for details.

Q: Can I recover deleted CPD data?
A: No. If you choose to delete CPD user records along with the scheme, this action is permanent and cannot be undone.

Troubleshooting