How do I create a CPD scheme?

Learn how to add a new CPD scheme

This article will explain the creation wizard for a CPD scheme.

To add a CPD scheme go to Assess>CPD and click "Add CPD Scheme".

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Fill in your CPD details:

• Label.

• Whom is it assigned to:

  • Individual.

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

  • Group.

  • Company.

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  Target: You can change the way CPD is measured in Company Settings>CPD.

• Add formal/informal breakdown.

  • This option allows you to decide how much of your target comes from obligatory / optional content.

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• Target resets

  • With "Target resets" you can set a deadline for your CPD after which it will reset.

  • You can set it for a Fixed Date.

  • Or use the Dynamic option to adjust for new joiners. It will change the deadline depending on the date CPD was assigned to the user.

• Is this CPD mandatory? 

  • Use the checkbox to set the CPD as obligatory.

• Allow learners to mark as complete

  • Checking the box will allow users to mark the content as completed with a sign-off and / or a mandatory reflection.

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