Administrators can flag participants and audit the CPD Activity Log to ensure members have met their CPD requirements.
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🎥 Video tutorial: Audit CPD |
From the menu on the left select CPD > Auditing > CPD Audit Members.
Select the relevant CPD cycle you wish to audit, a list of all participants with activities entered will be displayed on the screen. This list can be filtered by be selecting the relevant option from the Status dropdown.
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Only profiles with a CPD activity recorded for the selected cycle will appear in the list of profiles to be audited. |
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A list of all participants in a cycle can be exported by clicking the Excel button.
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To flag a participant for audit, locate the relevant profile by entering a name or member number in the search field.
Click Actions > Change Audit Status.
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In the pop-up window, select the audit status and click Update Status.
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To review the list of activities entered in a participant's CPD log, click Actions > View Activity Summary.
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The list of activities will be displayed, click on the arrow button to view the activity details.
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To update the Audit Status of an activity, click on the Audit Status and select the relevant option from the dropdown and click the tick button.
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Batch flag profiles for audit
The batch flag works on you entering the beginning/prefix of a range of profile numbers and flagging them. For example if you entered 434, then all profiles that start with those 3 numbers will get flagged. If your association uses 4 digit profile numbers, this would flag 4340-4349.
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