As a Super Administrator, you are able to create and edit CPD Schemes.
You can create multiple schemes with different criteria to meet the requirements of different groups of users within your Organisation.
Viewing your CPD Schemes
You can locate your CPD Scheme(s) by clicking on the CPD option within the Site Settings area of the LMS:
Clicking on the scheme name will enable you to view and/or amend the specific settings.
Default CPD Scheme
The Default CPD Scheme for your LMS is also displayed within the main CPD screen.
When you have a default CPD Scheme set, this will be the primary scheme applied for the User when they first go to their CPD Log, although they can change this if other schemes are available.
Select your default scheme from the dropdown menu (shown above).
Don't forget to click on the Save button near the top of the page if you make any changes to the default scheme.
Enabling CPD Schemes
If you cannot see the CPD option within Site Settings, it means that the feature is not currently enabled on your LMS.
Click on the Available Features link near the top of the page.
Click on the CPD option.
Click on the toggle at the top of the page to turn CPD on.
Click on the Save button to save the change.
Information about setting your own CPD Scheme
If you would like to set up a new CPD Scheme in order to meet the requirements of a User Group within your Organisation, you can do so from this screen using the Create button (see the Create a CPD Scheme guide).
You will then work through the following tabs allowing you to customise the scheme:
Scheme Settings
The popup window you are presented with when you start to create the CPD Scheme will populate this tab for you.
It allows you create the basic shell of your Scheme, such as its name and description, whether it will be hours or value-based and if you can make adjustments to the total CPD required for individual Users, for example, part-time employees.
You will also be able to set up how the CPD Log will look and allow Users to add their own CPD records, if required.
Field Options
This tab gives you options for the Development Need, Learning Outcomes and Reflective Statement boxes that a User sees when they are viewing or recording an Activity within the CPD Log.
You will be able to specify whether the fields should be mandatory and choose different editing options for the Development Need and Learning Outcomes, for example, to make them read-only.
You can also specify a minimum Reflective Statement length in order to ensure that Users provide a well-thought-out response to the learning they have completed.
Scheme Levels
You will set the overall target value for the CPD Scheme in this tab. For example, Users must complete 35 hours of CPD in a year.
Scheme Rules
You will need to add the CPD Activity Type and CPD Category options to the CPD Scheme in this tab.
Adding these options means that Users will be able to filter their CPD Activities within their CPD Log. You will be able to specify whether these are mandatory fields when a User creates a CPD Activity. You will also be able to to set up minimum or maximum levels per activity type or category. For example, the User is required to complete a minimum of 21 hours of Structured CPD.
Scheme Filters
In this tab, you will be able to specify which CPD Activities Users can choose from in the CPD Activity Type list, which is available when they are adding a CPD Activity. For example, you might like to choose Seminars, E-Learning, Training Courses and Workshops, and so on. You will then be able to set whether the User can categorise an Activity Type as only Structured or Unstructured, or either, and set the default selection if the activity type is chosen.
Submission Settings
This tab should only be used if Users need to submit their CPD to a professional body from the LMS. This tab enables you to set the email address submissions should be sent to. You can also choose to email a copy of the submission to the User, whether to fix the submission dates to according to the period set for the user and set the default length of time for each submission period.