Learn - Assign users to a CPD period

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In this article we describe how to assign users to a CPD period. This step is required to link the CPD to a User. If a User is not linked they will not receive related CPD points for any learning they complete.

An option also exists where Users can be added automatically to CPD periods from overnight processing actions and where certain conditions have been set up in advance.

This article includes:

• Steps to assign learners to a CPD Period
• Adding Users automatically with overnight processing actions

Steps to assign learners to a CPD Period

1. Browse to the 'CPD programme' area of Learn admin:
2. Select the name of the CPD Programme that Users are to be assigned to
3. Select ‘CPD Period’ from the CPD Programme Administration menu:
4. Select the CPD Period that the User needs to be linked to
5. Select ‘User‘ from the administration menu:
6. This lists any Users currently assigned to the CPD period
7. Select 'Edit' to choose and assign Users
8. Use the search field set to 'All' to refine the list 
9. Tick the Checkbox next to any User(s) to whom the CPD Period is to be assigned:
10. Select ‘Submit’ to save the changes
11. The selected User(s) are now assigned to the CPD Period

Note: It is not possible to assign CPD Periods to Groups of Users, however the search fields can be used to reduce the list to specific Users only. For example, if you need Users in a specific location or job profile, use the 'Limit to All Fields' filter in the search area to refine the list of Users that will be displayed ready for selection:

In order that Users accrue CPD points/hours for completing a Lesson, that Lesson must be assigned to the CPD Period and a CPD value in hours / points, must be specified. Any Lesson completed within the CPD period receives the qualifying CPD credit. If a Lesson is finished before the CPD period starts, it won't count for that CPD period.

Adding Users automatically using overnight processing actions

1. Browse to the 'Group' area of Learn admin:
2. Select 'Edit' by 'Group Category':
3. Select 'New' to create a new Group Category. This is only required to be set up once:
4. Add in 'CPD Programme Groups' in the field display box. There can be no variation to this required wording:
5. Select 'Save' to submit and create the Group Category
6. Create a Group and set the Group Category as 'CPD programme Groups'
7. Add Users to the Group, or create a group rule that automatically adds
   the right people / all Users as required
8. Create a CPD Programme. The CPD Programme code must match the code of
   your group created in step 6 above
9. Create a CPD Period

Overnight when a customers data feed runs, it will automatically bring in users
to the CPD Period, who are members of the group matching the CPD programme code,
to the current CPD period (today's date between the CPD start period and CPD
end period)

Note: If a user ceases to be a member of the group, they will not be taken out
of the CPD period users list, until the next CPD period starts (they won't join
the new period created), although if a customer really wants to remove them,
they can manaully remove the person from the CPD period if they wish to.

If a customer already has an existing CPD programme that they want to
automatically add new starters to, then all they need to do are:
Step 1; Step 2 - but make sure the group code they're inputting is the same as
the existing CPD Programme Code; Step 3
Overnight, when the customers data feed runs, a post processing step will add
users automatically to the associated CPD Period.