Navigate to the Menu and click on Site Settings.
Click on the CPD option (if you cannot see the CPD option, it means that it has not been enabled. Please see the Introduction to CPD Schemes guide to see how to enable the feature).
Click on the Create button.
You will be presented with a popup window.
New CPD Scheme
Use the Name box to give your CPD Scheme a name.
The Description box is optional, however, it is recommended that you add a brief description of your scheme, such as the number of hours of CPD a User needs to complete per year.
Under Scheme, use the radio buttons to select whether your Scheme will be based on Hours (capped to an upper amount within the Activities completed on the LMS), Value or the Time Spent on Activities.
Ticking the Enable Grouping box means that Users will be able to group related or similar Activities within their CPD Log when there is a common Learning Outcome, Development Need and Reflective Statement. This means the user will only need to add these details at the Group level and not on each individual activity.
Ticking the Count CPD Hours or CPD Value on pathways box means that the CPD hours/value added in the Advanced Settings area of the Pathway will count towards a User's CPD total, in addition to the CPD awarded for each individual Activity.
Ticking the Enable Adjustments will allow you to pro-rata the CPD requirements for a User. This can be used to lower the number of CPD hours that, for example, a part-time employee would need to complete.
If you tick the Enable Adjustments box, you will be given two additional options:
| Enable Adjustment Rollover | Tick this box if you would like the LMS to automatically roll over an outstanding CPD requirement for Users who have not met the minimum CPD target for the current CPD year into the new year. |
| Adjustment Reason Category Group | Leave this set to CPD Adjustment Reasons. |
CPD log display options
Tick the Use Alternative Overview box to change the CPD Log view.
By default, the CPD Log will display the Planned (future offline Activity), Action Required (Activities that require further information, usually a Reflective Statement) and Eligible (Activities that have awarded CPD) boxes across the top.
The Alternative Overview option will display the Required (CPD requirement), Remaining (remaining CPD required to reach the target) and Completed (CPD completed so far) boxes instead.
Tick the Allow users to create their own CPD records to give Users access to the Add CPD button in the CPD Log. This means that Users can add Activities they complete outside of the LMS, such as attendance at a seminar.
Tick the Truncate category names in CPD Log? box to allow the LMS to condense the names of the Categories you have set up in the LMS down to the value you set, such as 3 characters (additional option after ticking the box).
We would recommend that you only use this option if the Category names you have set up are very long.
You do not need to complete the Custom button URL and Custom Button Label boxes unless we have set up a custom button for you so leave these boxes blank.
Click on Create button within the popup to complete the initial setup of your CPD Scheme.
You should now set up the rest of the details of your Scheme using the tabs on the left-hand side.
Please note that the Scheme Settings tab contains the same details you entered when setting up the Scheme so only needs to be looked at if you need to make any amendments.
The following articles will help you with the settings in the tabs in order to complete your CPD Scheme:
CPD Field Options (start here)