The following article covers the CPD-adjacent aXcelerate features that affect your CPD configuration.
Note: This article has a Parent article.
RBL System Settings
Settings
System Settings
Role-based Learning
There are some system settings that apply to the CPD feature.
The Preferences section changes some behaviour and functionality within the system.
The Self-recorded Categories section allows configuration of the categories that Professionals can select when self-recording CPD activities.
Training Categories
Settings
Training Categories
Training Categories allow you to create rules that dictate how CPD requirements must be met, and additionally, allow you to organise the Activities that Professionals can complete.
Training Category Rules
Training Category Rules allow you to specify a minimum or maximum numbers of points for your chosen Training Categories that Professionals must achieve/adhere to. Effectively, they dictate how a Professional must achieve their CPD credits.
Training Category Rules are configured against each Business Role. Once you have created the Training Categories for your Rules, please see the Business Roles article for further information on how to configure the rules.
Tip: Training Categories being used as rules will appear under the Activity Groups heading in the CPD Catalogue. This positioning will take priority over any CPD Sections (see below) that you have configured.
Training Category Filters
Training Categories can also be used for filtering and tagging Activities in the CPD Catalogue. There are two fields that relate to CPD when adding or updating Training Categories:
- CPD Filter checkbox
- CPD Section dropdown & text input
The CPD Filter checkbox dictates whether the Training Category will appear as a filter option to Professionals when viewing the Activity Catalogue.
The CPD Section option allows you to group Training Categories together within the Catalogue. If you don't specify a CPD Section, then the Training Category will simply appear underneath a Categories section.
You're also able to apply Training Categories to CPD Activities without creating them as explicit filters for Professionals to select from the sidebar. These categories will appear as 'chips' on the Activity cards in the Catalogue. Please see the CPD Activity Settings section for further information.
CPD User Permissions
Settings
System Users
Manage User Roles
CPD Introduces some new User Permissions. Without the CPD product, User Permissions only applied to Trainer and Administrator Role Views. Importantly, the CPD product introduces User Permissions at the Learner (Professional) level as well.
Update a User Role to get started.
User Permission Name
Description
CPD Development Plan
Controls CPD Development Plan level permissions. The types of items in the Development Plan that the User can include in their Development Plan can also be controlled.
CPD Bookmarks
Allows the Professional to add Activities to their Bookmarks so that they can be accessed from the Bookmarks list later.
CPD Self-record
Allows the User to Self-record their Activity.
CPD Transcript
Allows the User to view their CPD Transcript.