This guide explains how to set up your CPD approval workflow, enabling your organisation to manage CPD centrally and connect it with staff appraisal and performance management. These steps require specific user rights and are best completed by your system administrator.
From the CPD page, find the settings cog on the right-hand side of the screen. This will bring up the CPD settings, once loaded select the CPD Workflow tab.
From here, you can change the order of approval, add new workflow phases and edit existing ones.
To add a new workflow, select Add Workflow.
Once the window has opened, click Type and Choose Role. This will then enable the Roles tab.
Here you can link roles to the new Workflow. Once you have assigned the roles you wish to add to the workflow, and filled out all mandatory fields, click Add.
Line Manager: The person the user reports to. The CPD request must first be authorised by the line manager.
CPD Co-ordinator: This role approves the CPD course for the user after the line manager has authorised it.
Cover Supervisor: The person who will cover for the user while they are attending the CPD course or activity. If this role is not included, anyone requesting cover will not receive a notification.
These roles can be rearranged by dragging and dropping their titles in the CPD Workflow tab. For example, the line manager could be set as the last to approve, or the CPD Co-ordinator could be first.
Important: We recommend not selecting “Update status requests for all requests below your current approval level” the main settings.
If you are using more than one workflow type, enabling this may skip approval for levels below, such as the cover supervisor.