Learn - CPD summary view for Learners & Managers

In this article, we'll show how to give Learners and Managers a summary view of CPD progress.

When a CPD programme(s) is created, Learn admins can monitor progress in Reporting and analytics via the Fixed CPD report. To help Learners keep track of progress, it is also possible to activate a summary of CPD progress, showing any CPD programme that they are part of and their progress towards it.

We'll cover:

• The Learner view
• The Manager view
• Steps to switch on/off the CPD dashboard

Note that the dashboard will be switched off by default. When switched on, the summary becomes visible to all Users. Users who are not part of a CPD Programme, will see the below message:

Additionally, having the CPD Learner view turned off will not impact CPD reporting.

The Learner view

Learners will see a summary view here, in the 'My Courses' area:

The dashboard shows: 

• The duration of the CPD period
• The total required points or hours
• Progress so far (in the form of 'still to do')
• Any accredited learning that is required
• Any Mandatory learning still to do
• The date completed (this will be blank if not yet complete)

The Manager view

A Manager will also get a summary of CPD progress for their direct reports. This will show the same information as the Learner's view.

Managers will see the information in their manager dashboard when viewing the learning activity for an individual team member:

Steps to switch on/off the CPD Learner dashboard

1. In Learn admin, browse to Settings:
2. Select Other Settings from the Settings Administration menu
3. Scroll to find  Option.CPD.Is.Enabled:
4. Select Edit
5. Delete the text False 
6. Enter the text True (if switching OFF the dashboard, add the text 'False' here)
7. Select Save to keep the changes

Get deeper learning in The Academy

To get the full picture of CPD take a look at Manage and report CPD in The Academy. In this course, we'll guide you through CPD set up, and share some frequently asked questions from our Support team.

If you've made the switch to Reporting and analytics with Power BI, tkake a look at the nerw re using Power BI, find out more about the new CPD report.

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