The CPD Scheme Rules tab allows you to set several options within your CPD Scheme, which we call Category Groups.
Firstly, it will provide filter options for the User to select while viewing their CPD Log:
It also allows you to specify whether the CPD Activity Type and CPD Category are mandatory fields when the User creates a CPD entry:
Lastly, it allows you to set minimum (and maximum, if required) requirements for the CPD Scheme and, if you have different CPD Levels, assign the requirements for the Levels:
We will look at adding two default Category Groups, which are CPD Activity Type and CPD Category, although you can add others if you need to.
Click on the dropdown menu on the right-hand side choose CPD Activity Type.
Click on the Add button.
Click on the dropdown menu again, choose CPD Category and click on Add again.
The Category Groups will be displayed in the CPD Log in the order you added them, however, you can amend this using the Top/Bottom dropdown menus.
You can also choose whether the list will be Collapsed or Expanded when the User views their CPD Log.
To ensure that Users must complete a specific Category Group when recording a CPD activity, tick the appropriate box(es) in the Mandatory column.
If you leave the Mandatory box unticked for all Category Groups, when the User records new CPD activities, they must select a category from at least one of the fields but the Scheme does not stipulate which field must be completed.
If you only select one of the Category Groups to be Mandatory box next to one of the Category Groups, then that field will be mandatory for the User to complete and the other field will be optional.
Selecting Mandatory for all Category Groups will mean the User must complete all fields when recording a new CPD activity.
Warning: If you decide not to make a Category Group mandatory when creating your scheme, the user can record a new CPD activity without selecting a category for that Category Group before they submit it. If you later decide to make that Category Group a mandatory requirement when recording CPD any CPD entries prior to this amendment which have not been assigned to a Category will be hidden from the CPD Log view. Simply removing the mandatory tick again, will not automatically bring them back. If you wish to make changes to your scheme in this way, please contact the support team.
Set up the CPD Category options
Click the arrow to expand the CPD Category.
If applicable, you will be able to specify the Required (minimum) and/or Maximum (CPD that is counted to the overall award will be restricted to the upper limit) requirements for Structured and Unstructured CPD, if required, using the dropdown menus.
In the example below, we have specified that our Users must have a minimum of 21 hours of Structured CPD and 10 hours of Unstructured CPD, but have not set any upper limits. You can adjust the target values in half hour intervals.
If you would like to use different parameters for different CPD Levels, change the Level drop-down box to Specific.
You will be able to specify the required value of CPD that needs to be reached to attain each Level.
Click on Save to save the changes you have made.
Set up the CPD Activity Type options (optional)
Click the arrow to expand the CPD Activity Type.
You will now be able to set Required and Maximum CPD requirements for specific Activity Types, if applicable, and/or set up Scheme levels, in the same way that you set up the requirements for Structured and Unstructured CPD.
If you require additional Category Groups or Categories, or would like to make changes to existing Category Groups or Categories, please contact the support team.
If you have just created a CPD Scheme and need to continue setting it up, go to the CPD Filters guide next.