The CPD feature introduces the ability for Admins to track and monitor learning activities by setting CPD requirements that allows users to log and upload their progress.

With Learning Rules, Admins can set up goals to track and reward learning progress. These rules measure how many Credits (Hours or Units) users earn by completing Courses, Events, or External Activities.

To create a Learning Rule, navigate to Admin > Learning > Learning Rules.

Here, you will see all your currently existing Learning Rules. If you have none, the page will be blank. Click New in the top right corner to crate a new Learning Rule.

First, add a Title for the Learning Rule as well as a Description (optional).

Next, proceed to define the Rule setup. Here, you must first define the Learning Goal by choosing between two types of measurement (Hours or Units). Set your measurement type and provide a Target for the Learning Rule.

Once completed, proceed by scrolling down.

Under Cadence & Timeframe, you can select how often Learners should complete the Target. Select from the following options:

If you select to set a Custom cadence, you can choose to renew the Learning cycle based on Days, Weeks, Months, or Years, on a specific interval you choose.

Once the Cadence is set, you must provide a Cycle start date.

Next, you have the option to allow External learning activities to contribute to the Learning Goal. If you do not allow external contributions, Learners will only be able to achieve the Learning Goal by doing internal trainings (completions inside the platform).

We will cover the topic of how to create (external) Learning Activity Types in the section below.

Once you have completed the setup of the Learning Rule, the last box will show you the Rule Summary. This will show you exactly what the Learning Rule is mandating. Finish by clicking Create in the top right corner.

Activity Types are custom-created Learning activities that you can add to Learning Rules if you enable External learning activities. These will allow you to provide multiple ways of contributing to the Learning Goals you set for your users.

To create a new Activity Type, navigate to Admin > Learning > Learning Activity Types.

Here, you will see all of your existing Activity Types if any are set up.

Click New to add more Activity Types to your list.

Provide a name for the Activity Type, then click Confirm. Once created, you can then add it to a Learning Rule. To add it, simply navigate to Admin > Learning Rules and either create a new rule or edit an existing one.

You must toggle on the External learning activities option, then add the Activity Types you want to allow to contribute to the Learning Goal.

Awarding Credits must be configured individually. Only Courses and Events can issue Credits to users. However, if a Learning Plan is set up with Courses and/or Events that issue Credits, these Credits will be calculated just the same upon completion.

To enable Credits, navigate to the Settings of a Course or Event and enable the "Issue credits after completion" toggle.

Admins can choose to issue Hours, Units, or both as Credit Types. While a single Learning Rule supports only one type of Credit, you are free to create two separate Rules, one for Hours and one for Units, and have the same Course count towards both Learning Rules.

Specifically for Hours as a Credit Type, please be aware that the calculated "time spent" when completing a Course is not taken into account for issuing the Credits as these two can vary.

Once set up, indicators will appear on both the Learn page and within the Course/Event page to let users know if Credits will be rewarded.

When a user completes a Course issuing Credits, a modal will appear prompting them to write a short reflection. This is called a Reflective Statement. Users can later edit their reflections via My Development > Learning activities.

When a user is marked completed/attended for an Event Session, the Session Description will automatically be copied in as the Reflective Statement. However, they can return to My Development > Learning activities and edit it to add a personal reflection.

You can monitor your Credit progress by going to My Development > Learning Activities.

From this view, you can switch between different CPD Learning Rules using the dropdown in the top-left corner. The list shows all logged Learning Activities that count toward the currently selected Learning Rule and respective Cycle.

The dropdown in the top-left corner is also where users can access an overview of their Certifications.

Change the illustrated Cycle of the current Rule using the date selector in the top-right corner. As well as choose a Custom timeframe to view all Learning Activities completed during that period.

The top section of the page will display, the Required Credits, Credits Completed, and Credits Remaining.

You can also click the Add Credits button to manually log External Activities, which can count toward multiple Learning Rules, depending on how the Rules are configured (which Activity Types are allowed).

This is also where you can edit the Reflective Statement. To do so, the user must first select the applicable Learning Rule (if more than one is available), then scroll down to identify the Learning Activity. Hover over the Activity and click on the three dots (...) > click Edit.

The Activities list shows all logged Learning Activities that count toward the currently selected Learning Rule and Cycle. Here, the user is able to search for a specific Activity as well as filter for Internal/External activities.

Firstly, as a regular user, you can export a list of your Learning Activities directly from the Learning Activities page in My Development. Simply navigate to My Development > Learning Activities > then click the download button.

Managers can view and download a specific user’s activities from the Teams & People space. To accomplish this, navigate to Teams & People > select a user > click View learning activities > then download the file.

As an Admin, you can go to Reports > Learning Activities to view a complete list of Learning data across the organization.

This reporting page will include Individual Learner Details and any associated Learning Rules. You can also apply the same filters and download the files here as you could in the previous steps.