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How do I add a CPD Type
How do i add a CPD Provider?
How do I turn manage CPD notifications?
Help Centre > Guides > Professional Development Record > CPD > CPD Settings > CPD Settings Overview
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Related Guides

How do I add a CPD Type
How do i add a CPD Provider?
How do I turn manage CPD notifications?

  • Use the first saved filter by default in My Report and CPD reports?:When enabled, the system will automatically apply the first saved filter when opening reports, helping users quickly view relevant data without manually selecting filters each time.

  • Hide the AFD on the portfolio if no items have been raised: If selected, the Areas for Development section will be hidden from a user’s portfolio when no development areas have been recorded, keeping the view clean and uncluttered.

  • Show cover tab?: Displays a dedicated tab for cover arrangements, allowing users to record any staff cover required for CPD activities.

    • Show cover cost?: Enables the option to record and view any costs associated with staff cover during CPD.

    • Show travel expenses?: Allows users to add and track travel-related expenses linked to CPD activities.

    • Show other expenses?: Provides a field to capture additional costs that don’t fall under standard categories like travel or cover.

  • Show travel costs on the details tab: Displays travel-related costs directly within the main details tab, making key financial information easier to access at a glance.

  • Show method of travel?: Adds an option for users to specify how they will travel (e.g. car, train), supporting clearer expense tracking and reporting.

  • Allow status and feedback to be updated for approved CPD requests?: Enables updates to the status and feedback of CPD Requests even after they have been approved, allowing for ongoing tracking and reflection.

  • Update status for all request below your current approval level?:  Allows users with higher approval permissions to update the status of requests that fall below their level in the approval hierarchy, improving workflow efficiency.

  • Show support required against areas for development?: Adds the ability to record what support is needed for each identified area for development, helping to better plan and track staff growth.

  • Show all Pending requests on the CPD Request page regardless of the date they were raised?: Displays all pending CPD requests, removing date restrictions so nothing is missed.

  • Combine all costs on the CPD report?: Groups all CPD-related costs (e.g. cover, travel, other expenses) into a single total, simplifying financial reporting.

  • Force the provider to be specified when adding in CPD?: Requires users to select a CPD Provider when creating a CPD activity or course, ensuring accurate tracking of where training is sourced

  • How will this support the department/faculty targets? Mandatory?: When enabled, users must explain how the CPD activity aligns with departmental or faculty goals before submission, helping ensure CPD is purposeful and strategically aligned.

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