You can import CPD records to your CPD Log, or export your records from your CPD Log.
You might want to do this if you are moving companies and want to import CPD records stored elsewhere. Or, you might want to import some offline CPD activities in one go.
Importing CPD
To import CPD, navigate to your CPD Log and click Import.
A popup will appear with a link to Download Template. Your CPD must be in this format to import successfully.
The following columns in the template must be populated for the import to be successful:
Note: Include all columns in the data file even if they are not being used. Any columns not in use should be left blank
| Activity | In this column you need to record the name of your CPD activity |
| ActivityType |
The Activity Type will always be PersonalOfflineActivity. Note:Make sure it is typed exactly like this with no spaces and a capital letter for each word |
| DevelopmentNeed | If this is mandatory in your CPD scheme, you will need to add a Development Need in this column |
| LearningOutcome | If this is mandatory in your CPD scheme, you will need to add a Learning Outcome in this column |
| ActivityStatus | This will be either Incomplete or Completed |
| EndDate | This is the date you completed the activity. This must be in the following date format, along with the time: DD/MM/YYYY Hours:Mins:Secs. For example, 22/08/2019 02:30:00 |
| DateCompleted | This will be the same as the EndDate |
| Hours | This is mandatory if you are on an Hours based CPD scheme. The hours must be recorded in the following format: Hours:Mins:Secs. For example, 02:30:00 |
| TimeSpent | This is mandatory if you are on a Time Spent CPD scheme. The time spent must be recorded in the following format: Hours:Mins:Secs. For example, 02:30:00 |
| Reflective Statement | If this is mandatory in your CPD scheme, you will need to add a Reflective Statement in this column |
| CPD Activity Type |
If this is mandatory in your CPD scheme, you will need to add a relevant CPD Activity Type. The CPD Activity Type needs to match one of the CPD Activity Type options as part of your CPD Scheme. Note: You can see the available options on the drop drown box when using the Add CPD button to manually add CPD Activities. |
| CPD Category | If this is mandatory in your CPD scheme, you will need to add a CPD Category. This will be either Structured or Unstructured |
Once your CPD records are recorded in the template, click Choose file and Import.
You will see a notification that the import was a success.
Your CPD activity will now show in your CPD log.
Exporting CPD
You may want to export your CPD log if you are moving companies. To export CPD, navigate to your CPD Log and click Export. You will see the following message.
Click Download ZIP to export a spreadsheet containing your CPD records.