CPD Essentials: User Guide
Contents
1. CPD Essentials M 2 he home page 3 3 To do list 4 S er U l 4 Editing time spent on programmes 5 5 Recording and managing CPD 6 7 8 amp 9 The following user guide provides a practical introduction to CPD Essentials 6 Synchronising your records across It works through the different areas of the tool the key functionality that you various CPD tools 10 will find and the terminology employed on the site We recommend that you take your time to read this and to familiarise yourself 1 Activity and progress reports 11 with the guidance it provides This will enhance your user experience hel X i you get in od pid CPD Essentials 8 Administrator staff functionality Monitoring staff activity 12 Tools 13 Reporting 14 N 3 za 04 15 C p 1 Glossary and terminology Terminology Portlet A window which retrieves data from another part of CPD Essentials to provide you with quick access to the areas you most frequently use CPD Continuing Professional Development Activity An item on CPD Essentials which could be either a piece of learning or assessment Types of activity available in CPD Essentials Reference Pn An individual item of learning that offers information in text format Can be sent to you a page at a time by email Assessment A test consisting of multiple choice questions x Programme e A combination of learning material and assessments If there is more inform2. CPD activities to complete Each item is a programme containing a number of e brefings to work through Useful links to external resources 3 do list CPD Essentials activities for you to complete are displayed in the To Do List portlet on the Home page screenshot below Once you have successfully completed an activity it will automatically be removed from this portlet To see a list of all your activities and their current status click on the portlet title or select To Do List from the Menu at top left of the Home page To Do List 1 Financial services regulation and ethics Incomplete 2 Investment principles and risk Incomplete 3 Personal taxation Attempted 4 Pensions and retirement planning Not Attempted 5 Financial protection Attempted 6 Financial planning practice Not Attempted CPD News Updates Not Attempted bY B BY E bY E Activity status The typical status progression is Not Attempted you haven t begun the activity Incomplete you ve accessed the activity but not finished it e Complete you have successfully finished the activity Send learning via email Firstly access your learning by opening an item in your To Do List This will present you with a routemap Click on a title in the route map image to access the learning activities for that subject Select the Send by email icon beneath the activity title and set a date for
3. the names of the recipients they will appear in the middle of the screen Once you have chosen all the recipients select Next to go to the final step Step three frequency Set the report to run at a single date in the future or to run on a regular basis starting from a set date and time Once you have chosen select Finish
4. Lit 7 BY R3 ES 1 Financial gparnvicas reguladon and ethics 2 Inmvastemen principles dnd reek AOL Aor 3 Peel or 4 Ponions and relnemant planning Alot Annan 4 Firsancal protection AOL Ag iia i amp Financial planning practica Mat Azampsad Baboon ily News Welcome 7 adviser learning and d velapment prograr me n gives you coess to CPO planning earning and d Status books that will hei ierunt your i oct gumon reinforcing your professional credendals and helping to your regulon andior CPO requirments Your Te de ist da lett i3 pre papuuned wit ma CPO Eesaniale lesming matrial Simply dick an heads im thes list to get started You canc wark firough fhe six programmes in any order For mone details on CPO Essenbals piast seo fu FALS and System Leer Guides within he Hep amp FAU Socio bilie CPD Essentials News 7 Budget 2015 summary of fhe bey more AUT Serre Z014 b A aummary ol the key MA s Useful Links 5 Make use of cur Enig fe Maama Citij bestia Personal Finarsce Socety Department for A Pensions Financial HM Revenue amp Cusio Money Advion Sarnia Emplayment Savings Treat Aulvisary Service Pensions Regulator lt back forward
5. To remove a due date click on it and tick the box No due date Filtering and managing large lists The default view will not show completed activities tus User Status tivity Name liters Clear All view completed activities change Alternatively select All from the drop down to view all activities whether not attempted in progress or completed Ac User Name Line Manager Name Due Date From Search the Status drop down to Completed Other staff actions If you select a staff member by clicking the tick box to the left of their name the drop down located above the list of staff will become active The Actions button will enable you to cancel a registration i e delete an activity from the individual s To Do List and provides an alternative way to change the due date for an activity My staff The My Staff page lists all the CPD Essentials users in your organisation and can be accessed via the Menu fe Home ToDo List a Staff Activity Log Reports f Help amp Updates Organisation and Users back forward a CPD Essentials Show Wy Dipu Repos Al Ay Repons Firar Last Name User Ermer ode army dobijena cam jane Smiri ane Click on a name to view their profile Staff profile Via the individual s profile you will be able to e View their Persona
6. ation and or further functions available for a portlet then clicking on the portlet heading will give you access to that You can navigate to any part of CPD Essentials by clicking on Menu next to the Home button top left screenshot below 11 UPD Essentials MENU Home Reports To Do List CPD Log Help amp Updates EMEN Additional guidance icons appear throughout the site and contain additional guidance to aid understanding and use Mouse over the icon to see the additional guidance Welcome gt back forward 2 The home page Current CPD status and direct access to view and record CPD activity Activities which require further information before being included as CPD ci Essentials MEL Continuing Professional Development 7 Scheme Sh otv Gi minimum requirements not mat Year staring on 171 2015 Thorne ano 8 months let in your CPO period css M CPDCxagay 7 CPD Hara Feu ol Ee fer bs him OPP Ase Type F CPD Incomplete 7 CPO Record 7 12 1 The abligaliana that the Edit frandal senices industry has towards consumers Synchronise My veu ana a marie and haee CPO mead en ma CH CPO aie ee mambars this you t link your CPO record on fiis site in your CIUPFS member CPO recoded to ensue they ane both uditi wien pou add LPL D
7. es a Organisation and individual activities that make up that for the activity Users programme of learning This page displays a list of all the CPD Essentials users in your cu Essentials organisation and the activities assigned to them By default this will be all the learning material provided in the system The circles beside Sort By x s EN each activity change No hema have been selected Select at 20 ce dag colour as the Status Mame Activity Due Daie Status changes ren Si B En 1 planen Remote Obl RN GT ee ee Grey not attempted CPO Manager pP 1 Financial eric negutaton and 0048010 i Orange indicates CP Hog ponunt pndpas and rk irda Mono Inca the activity is in CPC Mirae QE 3 Peru Sees ini Mena ie Spal progress GF p 4 Fnasdal iris Hon Aem CPD Manage ae B pinen pr cics iei Pa pera Acemoned Red T past due Marager News Updaws inp Ameme ae for if date set Selecting a Name will Expand to show further take you into that information about the activity person s Profile 13 Administrator functionality tools Adding changing removing If no Due Date has been set then the word None will be displayed If you wish to edit a due date for an activity then click on the date or None to add one
8. gai sianed You can work mrougn h six programas im any oder For mone demis en Essentials pensa saa mus FAC System Weer Guides within fus Help FAC section below Essentials News gt Budget 2015 o4 Tw no E 3tasemari 2014 A Summary of Ies kay mont Useful Links G Make use of our links to extemal resources ined Insurance iii Parsonal Finance Society Lhep rtmaent for Work E Pensions Financial Conduct Authority HM Revenue amp Customs Monty Advion Hatanal Employment Savings Trust Bonsions Advesony Esrdce Regulator 11 7 Activity and progress reports You can run reports on your activity within CPD Essentials by selecting the Reports link from the Menu button Using the My Activity Completion Status report as an example e Leaving the Activity Name filter blank will show all activities The information can also be filtered to only show activities you ve completed for example by selecting the appropriate filter within Completion Status CPD Essentials My Activity Companion St Completn any fillers if applicable as Activity Nama Completion Status Activity Type Note Faport anly shows first 1000 eros cC format Exp lt lt f zi You will need to have actually used CPD Essentials for the reports to show meaningful informat
9. guie mimis not met re starting on 1 1 2015 Thane S our OPO vooo CPD Da EF Hun aroha fh nm Liner pled Gh anm CPO sche Type T EFD Hour Incomplete Record 7 1 2 1 The mart has financial sarvicas indusry nas Iw Gnd Edit Synchronize My gt VEU B CIPF 3 maTo and a record Ines CI avin for members his enables you t Enk your GPO record en this siis to pour CIPS mambar CPO necord 32 ensune Dod updated wen you add LPO 1 Financial service nedgulabion and thice Incomplie e 2 Invesmsent principles and Nat Aftlemphed A Peesonal taxation Mat Atlempled 4 Pensions and retiremanm planning Nat Aftiempled amp Finurcial preiecton Mat Atiampaed G Financial planning prasina Nat Ainmpled Monthly Heras Atiempsed HELP amp FAQ lt back forward gt Welcome Welcome o CPO Eszsent als mae compleig adviser learning and dinappen pigar A gives you acoass t planning laaming and books thal will hep erpa your a cwigdg ig kept cumant minamana peur professional credentials and helping to your negulatory and or CIUPES CPD requirements T o E 1o Gl is p c populased wim all the Essentals leaming material Simply dick on a neading in ta
10. ion Reports can also be scheduled to run automatically and emailed to you Click on the Email Report link to set this up Reports can also be exported in a number of formats for use outside of CPD Essentials including CSV Excel and PDF Profile You can access your Profile using the link at the top right of the Home page Within the personal details area you can view the personal information against your account Personal details cannot be updated on CPD Essentials should you need to update the details on your account please contact Customer Service on 44 0 20 8989 8464 Settings You can also change your CPD start date here or by clicking on the date in the CPD portlet on the Home page and set up regular CPD status emails If you wish to receive regular reminders about learning activities in your To Do List tick the checkbox under the Reminder Email Preferences section on your Settings page and choose the frequency and day of the month Click on the Update button beneath the sections to save your changes Password To change your password select Password from the left hand menu and complete the fields Select change to save your new password If you forget your password you will need to click on the Can t access your account link on the pre login page to reset back forward 8 Administrator functionality monitoring staff activity back forward Use the View and Sort By dropdown lists to fil
11. l Details e View their Employment Details Although you will see a number of fields within the employment details section the only field populated will be your started date All other fields in this area will be blank and cannot be edited The functionality to edit these fields is available on other products using the same platform however this is not available on CPD Essentials e Amend Settings such as their CPD year and email reminders Upload relevant Documents to their profile e View their To Do List e View their CPD Log Details Employment Details Settings Dipacurneniss TG Do CPO Leg 14 Administrator functionality reporting Reports To access select the Reports link under the Menu CPD Essentials f MENU Home Pa My Staff ToDo List amp n Staff Activity g CPD Log vas Help amp Updates Organisation and Users When you access the Reports section you will see a list of pre configured reports These are the only reports available in CPD Essentials It is not possible to create your own reports 2 CPD Essentials Repo Mane ae idus Ari Adee Sua CPO Ded Admenaalor Foeporm 81 GPD Raporta 21 Te eer erac Shab Pasce Click on a Report Name to run it Filter the results of your report e g to show only completed activities by selecting from the drop d
12. n nigulatng the market b my mes zs 5 Recording and managing Continuing Professional Development CPD back Setting your CPD year start date When you first access CPD Essentials you will need to set your CPD year start date to activate the CPD log The Continuing Professional Development portlet on the home page will prompt you to do this Once set you can update the start date at any time by clicking on the chosen date in the CPD portlet highlighted in a keyline below or by clicking on the Profile link at the top right of the Home page and then selecting Settings from the menu on the left side of the screen Continuing Professional Development 2 Current Status Incomplete Oh 40m Cll minimum requirements not met CPD Year starting on 1 1 2013 There are 6 months left in your CPD period Automatically recorded activity Continuing Professional Development Current Status Incomplete 31h 50m Next Status Standard 35 CPD Hours CPD Year starting on 31 12 2011 There are 6 months left in your CPD period Add CPD Activity View CPD Log Once you complete an activity within CPD Essentials it will be added to the Incomplete CPD portlet Note that each individual item of learning rather than the programme as a whole will be added to the CPD log upon completion Completion of the Knowledge Check assessments included with the programmes are
13. not recorded as CPD activity as the Cll CPD scheme does not recognise time spent actually sitting exams tests However you can add these manually to your CPD record as required if you are submitting your CPD to another professional body that does include this an eligible activity Adding a reflective statement Incomplete CPD CPD Record gt 1 2 1 The obligations that the financial services industry has towards consumers To ensure an activity is eligible for CPD you will need to add a reflective statement which explains if the activity met the learning needs it was intended to cover Click on the Edit button to add your reflective statement 5 Recording and managing Continuing Professional Development CPD back Adding other activity You will need to manually add any CPD activities you complete outside of CPD Essentials for example attending training Add CPD Activity D See example of completed CPD record courses or conferences Please complete all mandatory fields to ensure your CPD is recorded as complete on the system The Current Status field above the dial See first column of Development Need preceding page will remain as Incomplete until you have recorded 35 hours of CPD activity including a minimum of 21 hours structured CPD activity Clicking on the Add CPD Activity button lets you record the Activity details of the activity You must complete all the mandatory fields indicated wi
14. own and or typing text into the fields available e g show only Activity Names containing the word Taxation Click on Run Report again to update the results Filter report results Use Save As to create a copy of this report maintaining all filters Report Nama Ary Completion Backs aen ate GPO Dead Fosport epos Curia Hiper Papert on My Corpo Std Ren CPD Repos 7 Ep opcka umen Mauls Hapers Leer Hipa 7 My Hea Trang Lia R i anager Report E Organisation Structure Overview Export a copy of the report choosing the format via the drop down menu and then clicking Export Available formats are PDF CSV Excel Rich Text Form TIFF file Web Archive 4 back Schedule a report You can schedule a report to run and be emailed to you or another member of staff on a set date and time On the Reports home page click on the downward arrow beside None in the column labelled Schedule Click New Scheduled Email Work through the three step wizard umm D ws bp bnn sire dk ee kirap irera aru Sgr sou tls s UL SS PEU Step one filters On the first step of the wizard you can choose any filters for the report Click Next to choose who to send the report to Step two recipients Use the Filter and Unit search fields on the right to locate and then select the recipients As you select
15. ross to the right of the CPD activity in the table 1 2 1 The obligations that the financial 3 25 2015 Incomplete 3h 00m services industry has towards consumers E learning Structured then select Yes remove the activity to confirm the removal As detailed below you can restore removed CPD however should you wish to permanently delete the activity you must also tick the I would also like to delete this CPD activity box Would you like to remove this activity from your CPD log By removing fe activity from your CPD log it will no longer count towards your CPD year Providing you don t permanently delete this you can add at a later date I would ales like to delete this activity can Any CPD activities you remove will still be accessible under the Removed CPD button in the Actions box Removed If you wish to reinstate an activity locate the activity and select it by ticking the checkbox next to the activity name Once selected click on the Restore button hem bee ache 2 eTa hokey Hare Derisa Prog mit GFO Crediti 113 Tha ree cm impero me EU on UK iri Campden L4 B 121 The obigabong Pat he 00m Stars incl iri T T trains 10 6 Synchronising your records across various CPD tools Synchronising your records across various Cll CPD tools If
16. ter by Staff activity This section will only be relevant where a firm has purchased 3 CPD Essentials for staff and elected to make one person 2 ciu Essentials responsible for monitoring and reporting on usage Select a member of TP staff using the check The following information is only for users who have been box tothe leftortheir given that role Activity Virac Croup By Programme Sert Date name to activate the phoma have Dean Seloct af 20 0674 00 fus page Actions list Print a copy Due Dae turus au a a of the current Drain ren JA B planning prackeos ise Remo Staff activity page basic functions view or MUT Download e Select the Staff Activity link in the Menu E e naii CPC 3 Pearl iri Mee kas jmpe GPO Manager P B Fanaa prowscion Meme DFD Marge a5 B Ferree pr cios is Mone ASETI Manage PE CPO News Updaus ie Mon hor Home Eg My Staff Selecting the arrow next to Info Search and filter options displays further details about ToDo List So see to narrow and sort what the activity CPD Lo Renorts is displayed E i Click on Activity Name to see all the Add or edit a Due Date T Help amp Updat
17. th red asterisk then click the Add button for it to count on your CPD log Learning Outcomes Start Date 7 End Date 2 Status 2 Time Spent 7 Completed hours 00 minutes CPD Activity 2 a CPD Category 2 Select 2 Select File Attachments 7 Choose File no file selected Reflective Statement Cancel 5 Recording and managing Continuing Professional Development CPD back CPD log To print export download or view historical CPD activity go to your CPD Log which can be accessed by clicking on the CPD Log link under Menu or by clicking on the View CPD Log button in the Continuing Professional Development portlet f Home 8 CPDLog SST TS Te ee TSP FO see below Wa There is 1 month left in your CPD year Activity Type CPD Hours From the Actions box you can add a new CPD activity view Removed CPD Print or Export a copy of your CPD record or amend your CPD start date in Settings The export import functionality enables you to download a copy of your CPD Log or export import your records between the various Cll CPD recording tools CII CPD online planning and recording tool or CII Assess systems The CPD Status box contains the same information as the Continuing Professional Development portlet on your Home page but with
18. the added ability to select the CPD Year you wish to view This enables you to select previous years to view your past CPD history To change the year select the year you wish to view from the dropdown list CPO CFD Year staring 01 Jan 2015 CPD Sehema Default Current Stabes Incomplete 5h Dnm Gil minimum requirements not met There are 3 momha left in your CPD period cPDCaagary O gt Heurs wa Structured 5h Dm fared nn Activity CPD Hours 17 You can Houh H sort the information by clicking on one of the column headings 7 Activity gt Date Completed gt Status gt 1 2 7 The obligasans that tha financial A25 2015 industry has tears consumers Incomplata 3h Elmi Exampla activity 2 Completed Bh Dim Orth joo Beneath the table of CPD records you will see subtotals for Completed and Incomplete time and an overall Total In the centre of your screen will be a table displaying your full list of CPD Activity for the year you have selected from the CPD Status box Clicking on an activity name will open the item enabling you to edit it 5 Recording and managing Continuing Professional Development CPD back Removing CPD activity from your log If you wish to remove a CPD Activity from your CPD log select the c
19. when you wish to start receiving the material You can also choose whether to receive a page seven days a week or just on weekdays Activity 1 1 1 Role and structure of the UK and international markets key participants Setting reminders You can set email reminders for your CPD activity in general To edit your e mail preferences go to the Profile link at the top right of your screen and select Settings from the left hand menu Tick the Send To Do List emails checkbox then select the frequency daily weekly or monthly you wish to receive the email reminders Select Update to save changes back forward 4 Editing time spent on programmes forward C 1 CPD Essentials MoM L Financial pervicon re 1 Financial services regulation and ethics 1 Finangial sorvices Siructure of financial services Activity Status Planned Date 1 1 3 Role and structure of fe UK and None intematonal markets key re sa Sena Click on the Attempt Summary downward arrow by the status for a the activity you Double click on the time Time Sipant spent and a dialogue 3 f box will open to allow Laat Attempt amp ni2013 you to edit it 1 1 2 The of gavemmaent and fe impii o Non ihe EU on UK b hie Amer z 25 Gp amie 1 4 1 The robe of fe ACA and the Bank of Nona England i
20. you currently hold CPD records across more than one of the CIl s CPD systems CPD Essentials the Cll CPD planning and recording tool or Assess you can now combine this into one single record There are two main options available to you 1 Create a combined record within the free Cll CPD planning and recording tool To do so log in to CPD Essentials or Assess and select Synchronise My CPD 2 Alternatively you can create a combined record by exporting and then importing your records into any one of the three designated systems CPD Essentials the free planning and recording tool or Assess To do this log in to the system that you want to export your records from Then go into View CPD log and click on the Export button where you will see a message asking you to confirm which year s records you wish to export and follow the on screen instructions Once your record has been exported and saved log in to the system you wish to import to Then go into View CPD log and click on the Import button Select your file from the saved location and click the import button once more Your imported record will appear in your CPD log Please note that it is not possible to export and import records for multiple years simultaneously they must be done one year at a time Essentials fe Continuing Professional Development amp CPO Scheme Detau Ih Cl minimum e
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