How CPD tracking works
CPD records the learning somebody does, including learning that did not happen here — a conference, an external course, reading. It exists to answer one question at the end of a period: did this person meet their requirement?
Three switches, not one
Section titled “Three switches, not one”CPD is gated three separate ways at once, and all three must be open before anybody sees it.
The platform feature, which is what your plan includes. The tenant switch, which is off by default and separate from the entitlement — having CPD available does not turn it on.
The permission, of which there are three: taking part, seeing everybody’s records, and administering the thing.
This is why CPD can look missing when it is merely off, and the distinction matters when you are diagnosing it: an entitled tenant with the switch off shows nothing at all.
The period is set once, for everybody
Section titled “The period is set once, for everybody”One CPD period per tenant. Requirements set targets inside that period; they never each define their own, because one person sitting in two overlapping periods makes every total ambiguous.
Four shapes:
| Period | What it means |
|---|---|
| Calendar year | 1 January to 31 December |
| Fixed start month | Twelve months from a month you choose — the regulatory year |
| Rolling twelve months | The twelve months ending today, recomputed nightly |
| Anchored to the person | Twelve months from a date on their own record |
The choice is consequential. A fixed start month is what regulated bodies usually require, and it means everybody is judged over the same window. Anchored to the person runs from their joining date or continuous service date, so everybody’s year ends on a different day.
Rolling twelve months never ends, so there is no deadline to miss and no moment where somebody is finally short. It suits continuous professions and suits compliance reporting badly.
Requirements and category minimums
Section titled “Requirements and category minimums”A requirement sets a target in hours over the period.
On top of that it can set minimums per category — so thirty hours in total, of which at least six must be ethics.
Somebody can therefore hit their total and still fail the requirement, which is usually the point of having categories at all. If you set minimums, make sure people can see them before the period closes rather than after.
What a record goes through
Section titled “What a record goes through”A logged entry is open, then approved, or withdrawn by the person who logged it.
Taking part includes correcting and withdrawing your own entries, so people can fix their own mistakes without an administrator.
A note on this article
Section titled “A note on this article”CPD is off by default on this tenant, so this describes the rules as the code defines them rather than a walked-through screen. The behaviour above is code-verified; the screen wording is not.