Administrator Documentation

Set up My CPD Records

You can set job title targets, categories, methods, and additional questions for your organization’s professional development.

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Important: Ensure you have set the appropriate My CPD Records configuration variables and My CPD Records permissions before setting up My CPD Records.

Enable the My CPD Records tool

You must enable the My CPD Records tool for use in Brightspace and in your organization.

To enable the My CPD Records tool

Navigate to Admin Tools > Organization Tools.
Search for My CPD Records and enable the tool in the Availability column.

Configure My CPD Records

You must set the job title, category, methods, and potential questions for your records.

To configure My CPD Records

Navigate to Admin Tools > CPD Administration.

On the Job Title Targets tab, check a list of job titles with default targets enforced for a user with the corresponding title.

Important: In this case, the users cannot change these targets and manage their targets. This list includes all job titles set using the Employee Role user attribute. To edit targets for an existing title, click on the corresponding title in the list.

Administrators must decide if they want learners to set their own Personal Targets or if they as the administrator want to set Job Title Targets. Both options cannot be set at the same time, nor can you switch between the two after one has been set.

To add a new category on the Categories tab, click Add Category and enter a category name. Click Save and rearrange the list if required using drag and drop.
To add a new method on the Methods tab, click Add Method and enter a method name. Click Save and rearrange the list if required using drag and drop.
To add a new question on the Questions tab, click Add Question and enter the question text. Click Save and rearrange the list if required using drag and drop.

Add the My CPD Records widget to the organizational homepage

Use the My CPD Records widget to track users' Overall Progress for Structured and Unstructured professional development.

To add the My CPD Records widget to the organizational homepage

At the bottom of your organizational homepage, click Homepage Options (...) > Edit this Homepage.
In the Widgets section, click Add Widgets.
In the Add Widgets dialog, search for My CPD Records.
Select the check box and click Add.
Drag and drop the My CPD Records widget to organize how you want it to appear on your organizational homepage.
Click Save and Close.

Add the My CPD Records tool to the navbar

Add the My CPD Records tool to your navbar for quicker access for users.

To add the My CPD Records tool to the navbar

Hover over your navbar and select Navbar Options (...) > Edit This Navbar.
On the Edit Navbar page, click Add Links.
In the Add Links dialog, search for My CPD Records.
Select the check box and click Add.
Drag and drop the My CPD Records link to organize how you want it to appear on the navbar.
Click Save and Close.