Navigate to Site Settings via the Menu.
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 Create.
You will be presented with the below popup window.
Give your CPD Scheme a Name.
The Description 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, Value or the Time Spent on Activities.
| Hours | In an Hours based scheme, a decimal time (e.g. 0.5 for 30 mins) must be assigned in the recommended CPD box (see this guide for further information) to award CPD for a User. The User will receive the time assigned regardless of how long they actually spent on the activity. If left blank no CPD will be awarded. |
| Value | In an Value based scheme, a value (e.g. 1) must be assigned in the recommended CPD box to award CPD for a User. If no value is entered the User will not receive any CPD. The User will receive the value assigned regardless of how long they actually spent on the activity. |
| Time Spent | In a Time Spent scheme, a decimal time (e.g. 0.5 for 30 mins) must be assigned in the recommended CPD box to award CPD for a User. If no time is entered the User will not receive any CPD. The LMS will record the time the User spent on the activity and award this as their CPD. The time entered is the upper cap that a User can be awarded. They cannot earn more that this capped amount. |
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 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 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
There are two different types of views you can display in the CPD Log.
Show Required CPD Overview will display the Required (CPD requirement), Remaining (remaining CPD required to reach the target) and Completed (CPD completed so far) boxes instead. This view is selected by default.
Show Planned CPD Overview will display the Planned (future offline Activity), Action Required (Activities that require further information, usually a Reflective Statement) and Eligible (completed Activities that have awarded CPD) boxes across the top.
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 recommend that you only use this option if the Category names you have set up are very long.
Enter a date in the Date CPD Log is Read Only Until box if you would like to prevent Users from being able to edit their CPD Logs before a certain date.
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.
You can add a custom header to the CPD Log print view if you wish - if not, leave the box blank.
You can choose to display an Activity Custom Field next to Users' CPD records in their CPD Log. See Create an Activity Custom Field for further information on this feature. Only single line text Activity Custom Fields can be used.
Click Create to complete the initial setup of your CPD Scheme.
You should now set up the rest of the details of your Scheme by working through the tabs.
Note: 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: