Manage Continuing Professional Development (CPD)

CPD tracking is now built directly into HowToo. Continuing Professional Development (CPD) is essential across many industries, and you can now manage it end-to-end in the same place you deliver learning, from assigning points and tracking progress to reporting on compliance.

With this feature, you can:

• Assign CPD points to lessons
• Set reporting periods and target points
• Track learner progress
• Approve external CPD activities
• Export CPD reports

This article will guide you through the set up and management of this feature.

Get started

• Turn on CPD management

Before using CPD, a Primary Admin must enable the feature.

1. Go to the Dashboard > Settings > CPD management.
2. Toggle the setting to ‘Yes’.

Once enabled, CPD management options become available to you in the platform.

 

Start managing your CPD data

• Set the CPD reporting period, target points, and target learners

Primary Admins must define a reporting period. To do this:

1. Go to Settings > Dashboard > CPD management > Edit CPD period.
2. Set the CPD reporting period.

Target points can be set on either group or learner level. To set the target points per group:

1. Go to Settings > Dashboard > CPD management > Groups tab.
2. Locate the group name, then select Edit.
3. Enter the target number of CPD points required. 

To do this on the learner level, ensure first that the learner is properly set as a target. If the learner is not found in the list:

1. Go to Settings > Dashboard > CPD management > Learners tab.
2. Select + Add learner target and add the learner.
3. Once added, select the Edit button.
4. Enter the target number of CPD points required for this learner.

You can now generate reports based on these parameters.

• Assign CPD points per lesson

Admins and creators can assign CPD points for individual lessons.

1. Open the lesson.
2. Go to Storyboard view > Settings > General.
3. Locate the CPD points section, then enter the number of CPD points for the lesson.

Changes are automatically saved when you exit the window.

• Display CPD Points to Learners

Creators or Admins can control the visibility of CPD points to learners in the academy.

1. Go to Courses.
2. Locate the course and click Manage.
3. In the Lessons tab, scroll to the bottom and tick the box next to ‘Display CPD points to learners’.

Once ticked, the CPD points for this lesson will be visible to your learners.

• Report and track CPD points

Admins can track learner progress toward CPD goals using reports and export the data to a CSV file. To track your learners’ progress:

1. Go to Reports > Learners tab.
2. Select the learner.

Here you will be able to see their progress along with their assessment, completion, and CPD points information.

To run and export detailed CPD reports:

1. Go to Reports > Export CSV.
2. From the dropdown menu, choose ‘Detailed’. This will export CPD points and compliance reports.
3. From the pop-up menu, you can refine the export by selecting specific courses or learners, and include advanced options such as assessment and completion status.

CPD tracking is available on Pro plans and above, with no additional cost.

• Manage external CPD activities

Learners can log external activities that occur outside the HowToo platform to earn CPD points. To log an activity:

1. Go to Profile > Achievements.
2. In the Activities tab, select ‘+ Add CPD activity’.
3. In the pop-up window provide the activity name, date, provider, and hours spent (1 hour = 1 CPD point).
4. Upload supporting evidence (for example, a certificate)
5. Submit for approval.

Once submitted, the activity status is set to Pending approval.

Admins can then review and approve external activity submissions. To do this:

1. Go to Settings > Dashboard > CPD Management > Approvals tabs.
2. Locate the activity pending approval then select ‘View details’.
3. Review the submitted details, then select ‘Reject’ or ‘Approve’.

Once approved, the learner’s CPD record is updated and included in reporting totals.