Navigate to My Portfolio to begin adding a CPD request.
As a line manager, leadership, or administrator, you can access My Portfolio from the My Staff page by clicking the blue My Portfolio button in the top bar.
In the My Portfolio menu, go to CPD Activities/Courses
Click Add CPD Request
The tabs and fields described below are based on the system’s default settings. Your organisation may have removed or customised some fields.
Title - Enter the course title
Description - Provide a brief description of the course
CPD Type - Select the appropriate type from the dropdown
Status - Usually Planned for a CPD request; other options are Attended or Not Attended
CPD Category - Defaults to CPD Request
CPD Cost - Enter the cost per course or per person; if there is no cost, enter 0
CPD Link - Add a link to the course website (if available)
Date/Provider - Select the provider and enter the course dates
To add multiple dates, use the calendar to select them and click Add
You can edit saved dates using the pencil icon
Reminders - Specify how many days before the course start date to remind the line manager or CPD coordinators
Tick the box if the course is linked to other content in the portfolio (e.g., objectives)
Use the dropdown menu to select the area it is linked to
Complete this after the course has taken place to provide feedback
Ensure the system setting Allow Status and Feedback for approved CPD requests is enabled by your administrator:
Go to the CPD Setting icon, on the CPD page.
Check the box Allow Status and Feedback for approved CPD requests
Impact/Feedback - Describe how the course has impacted your professional development
Rating - Assign a rating using the star system
Click Add to submit the request for approval