Welcome to the Janison Academy help portal

Continuing Professional Development

Introduction

Continuing Professional Development (CPD) is a system by which professionals update or refresh their knowledge and skills to maintain competence to practice. For example, it is necessary for paramedics to meet training requirements aligned to developments in pre-hospital care. Law practitioners are also required to undertake training each year to maintain their practising certificate. CPD can involve any relevant learning activity, whether formal and structured or informal and self-directed. An important concept of CPD is that the participant achieves their qualification outside of the CPD plan. The goal of the CPD plan is to ensure that they maintain their compliance by continuously undertaking training.

How does CPD work in the Janison Academy?

The Janison Academy can successfully track, maintain and report on a user’s CPD progress.

  • Users are linked to a CPD Plan. The Plan specifies the required points the user need to achieve to meet the requirement to become compliant.
  • Points are assigned to Catalogue Items and when each Catalogue Item is completed by the user, the linked Points are achieved by the user.
  • Once all the points in the Plan have been achieved the user becomes compliant.

The CPD feature has several dependencies that need to be setup prior to allocating or undergoing CPD

Dependency Description
Tags Tags are used to name the CPD item. An example tag for a paramedic CPD point might be Clinical
Points Points are allocated to Tags in the CPD Plan
CPD Plans CPD Plans consist of sets of requirements for the user to complete
RPL RPL needs to be enabled if users can earn CPD points external to the system.

CPD Plan Colour Legend

Throughout the CPD experience a colour code is used to visually display the users’ compliance.

 Green = Compliant

 Yellow = Low Risk

 Orange = High Risk

 Red = Non-Compliant


These are calculated using the following algorithm:

  • For the first 2/3 of the plan, a user is compliant.
  • For the last 1/3 the status algorithm below is applied:

    •  If the user has a 1/3 to 1/6 of their plan to go and have accumulated less than 66.6% of their points then they are high risk, otherwise they are low risk.
    • If the user has less than 1/6 of their plan to go and have accumulated less than 83.3% of their points then they are high risk, otherwise they are low risk.
    • If the user has achieved all the required points, they are compliant.
  • If the user’s membership has expired, they are non-compliant.

For a visualisation of the Compliance calculations please see the diagram below.

CPD Points

Points are numeric values used to set and achieve CPD requirements. Points are used in two places:

  • The CPD Plan which sets the number of Points required for the User to be compliant.
  • Points are assigned to Catalogues to give them values towards meeting the Plan requirements.

When a User completes the required Catalogue Items the Points are matched to the CPD Plan linked to the User and when all the Points in the Plan are achieved the Users become compliant.

Steps to enable Points

  1. Select Settings > CPD Points Settings
  2. Click the Edit pencil
  3. Select the required options:
    • Check the ‘Use Points’ tick-box.
    • Enable Tag Type

Select the Tag Type that contains the Tags you want to use from the drop down. If you haven’t already created the Tags and Tag Types, go and do that, then come back here and select your Tag Type in the drop-down.

  1. Click Save

CPD Points Colour Legend

Colours for Points do not have the same meaning as the colours do in the CPD Plan. There are only 2 colours for Points, red and green. They both represent the % of completion for Points per Tag where 0% completion is red, 100% completion is green and 50% completion is half red and half green.

CPD Tags

The purpose of Tags is to put names to the CPD Points. They are used in two places:

  1. The CPD plan where Points are assigned to the Tags.
  2. Catalogue items to identify which Points the learning relates to. If a User needs to complete a certain number of Points associated with their CPD plan, the user can choose catalogue items with the associated Tags.

Tags types are used to categorise Tags, you will need to create a Tag Type first:

Steps to creating CPD Tags

  1. Select Manage Learning > Manage Tags > Manage Tag Types.
    Note that this might be in a different menu i.e. Design
  2. Click the Manage Tag Types button. The Manage Tag Types screen displays.
  3. Click the Add Tag Type button. The New Tag Type screen displays.
  4. Give the Tag Type a name, for example CPD.
    Note that the rest of the form is not important to populate.
  5. Click the Save Tag Type button to continue.

Steps to create Tags

  1. Select Manage Learning > Manage Tags.
  2. Click the Add Tag button. The New Tag screen displays.
  3. In the Name field, enter the name of the Tag. This is a mandatory field.
  4. In the Tag Type field, click in the field and select the relevant Tag Type from the drop-down list.
  5. The Sort Order field is not required for CPD.
  6. The Description field is an optional field to add information about the Tag.
  7. The Small Thumbnail URL field is not required for CPD.
  8. Inactive needs to be set to active unless it is no longer required.
  9. Click the Save Tag button.

CPD Plans

CPD Plans allow you to design the CPD requirements and allocate the Plan to specific users within the system. For example, a CPD Plan for a lawyer will differ to a CPD Plan for a paramedic. The CPD requirements are set by selecting Tags and specifying how many Points a user must reach to satisfy the requirement and in what time frame they have to achieve this. It is important to remember that when a Learner is assigned to the CPD Plan they are deemed as starting the Plan as Compliant. The goal of the Plan is to ensure that they maintain this compliance by continuously undertaking training.

Steps to creating a CPD Plan

To create a new plan:

  1. Select Manage Learning > Manage CPD
  2. Click the Add CPD Plan button. The New CPD Plan screen displays.

  3. In the Name field, type the name of the plan. This is a mandatory field.
  4. The Identifier will be auto-populated using the data entered in the Name field. This is a mandatory field.
  5. The Description field is an optional field to add information about the CPD plan
  6. Active needs to be set to active unless it is no longer required
  7. The Primary Contact field is an optional field to assign a primary contact for the Plan. Click in the field and select from the drop-down list.
  8. The CPD Plan Period consists of two fields to enter the time frame the User has to complete the CPD Plan. The top field, blank, must be a number and related to the field below, displayed as Months. Click in the second field and select the type of period. e.g. months, years etc.
    For example, a User has 3 years to complete the plan. Forever means that the User has no restriction on how long it takes them to complete the plan.
  9. In the Set Membership start date field click in the field and select the option that corresponds to when you would like the plan period to start
  • Membership Create Date – this is the date the User is added to the CPD Plan as a member
  • Selected Date – if selected, the Select Start Date field displays. Click the Calendar icon to choose a specific date for the plan to start.
  • Do Not Set – there is no start date for the plan; usually used in conjunction when the plan runs forever.

What Points are required? section

A CPD Plan requires learners to achieve Points by completing Learning from different categories. In the Janison Academy the categories are defined using Tags.

This section of the CPD plan form allows you to select any number of tags, and the minimum number of Points that a learner must obtain from each tag during the CPD period.

  1. Click in the Tags field and select the tag you would like to add to the plan.
    You can add as many tags as needed.
  2. Click the Add button to add it to the plan. The selected Tag displays.
    Note: only the tags in the Tag Types you specified in Settings > Points Settings will list here. If there are no tags in the drop-down, go back to Settings > Points Settings and make sure the right Tag Types are present in the drop-down there.
  3. Enter the Minimum CPD Points for each tag. This is the minimum number of Points that a User must obtain in the plan period.
  4. Enter the Total Points required, which is calculated from the above tags.
    Note: the Total Points shows the overall percentage completed in the chart and total Points below the chart. The chart is covered later in the document. The chart only shows completed when all tags are completed and all Points obtained.

Which users does this rule apply to? section

This section allows you to specify which Users you would like to add to the plan. You could add filters such as Organisations, Job Positions or Groups.

  1. For more information on building filters please refer to the document Customisable reports > Building Filters.
  2. When all appropriate fields have been completed, click the Save CPD Plan button.

Updating Memberships

Once your plan is created, you have the option to view and update the memberships.

  1. Click the View Memberships button to view or to update the memberships.
  2. Four tabs exist to filter the memberships.
    • Current Members – Users that are already members of the plan.
    • To be Added – Users that, according to the ‘Which users does this rule apply to?’ section of the CPD Plan, match the rule.
    • To be Deactivated – Users that, according to the ‘Which Users does this rule apply to?’ section of the CPD Plan, no longer match the rule. This can occur when a rule on a CPD Plan is changed after Users have become members.
    • Inactive – Users who used to meet the rule but were deactivated are now listed as inactive.

      Based on the filter set up in the Which users does this rule apply to? section there will be a number of Users to be added to the plan. In the example used above, there are three Users who will be added to the plan.
  1. Click the Update Membership Now button to add these Users.
    The Users listed in the To Be Added tab now display in the Current Members tab.

    From this screen you can Edit or View a CPD Plan Membership

Edit Membership

The Edit icon gives you access to edit the Start Date of the plan for that User. It also gives you the option to set the plan for that user to Inactive.

  1. To change the Start Date, click the Calendar icon and select the new start date.
  2. If required, change the plan to Inactive by deselecting the Active checkbox.
  3. When you have updated this screen, click the Save CPD Membership button.

View Membership

The View icon opens a page where the user’s progress can be viewed, more Points can be awarded, membership can be edited and membership can be rolled over:

Award More

This gives you the option to award Points, for example if the User has Recognition of Prior Learning (RPL).

Please refer to the RPL topic for more information on enabling this feature.

  1. From the CPD Plan Membership screen, click the Award More button.
  2. Click in the Catalogue Item field and select the relevant catalogue item. This is a mandatory field.
  3. The User field defaults to the User Member. This is a mandatory field.
  4. Completed date
  5. The Comments field is a free text field to enter any comments relevant to the RPL.
  6. In the Point Allocation section, if required, select the Include Consequent Enrolment Expiry checkbox. Including Consequent Enrolment Expiry will expire any enrolments selected in the Catalogue Item Consequent Enrolment Changes section, from the created date.
  7. When the fields have been completed, click the Save RPL button to continue.

Edit Membership

The Edit Membership button displays the same screen as shown in the Edit Membership described previously. See the section, Editing Membership for information on editing a membership.

Rollover Membership

This feature allows you to refresh the CPD Plan Membership for a new period and gives you the option to set a start date for the new plan. Setting the new plan will complete the currently active membership and a new membership will be created.

Warning: Be careful as this cannot be undone.

The purpose of this feature is to create a new membership for the user if users need to continuously meet their CPD requirements. With professions such as paramedics and lawyers, training is ongoing.

  1. From the Manage CPD Plan screen, select a CPD Plan Name. The CPD Plan: Plan name screen displays.
  2. Click the View Memberships button.
  3. For a listed User, click the Edit icon. The CPD Plan Membership screen displays.
  4. To change the Start Date, click the Calendar icon and select the new start date.
  5. If required, change the plan to Inactive by deselecting the Active checkbox.
  6. When you have updated this screen, click the Save CPD Membership button.
    The CPD Plan Membership screen redisplays showing the Progress for each tag and total points, the Timeline, CPD Points History, Membership History section, and Recent activities
  7. Click the Rollover Membership button. The Rollover CPD Plan Membership screen displays.
  8. Click the Calendar icon to change the Start Date for new plan. This is a mandatory field.
    Note: The Start date must be after the current membership expires.
  9. Click the Rollover CPD Membership button. A message box displays indicating that the currently active membership will be completed and a new membership created.

    WARNING: This cannot be undone.
  10. To continue click Yes or to cancel the Rollover, click No.
  11. The CPD Plan Membership screen redisplays with the new Start and Expiry dates.

Membership History

The old plan membership can be viewed on the current plan membership details page in the section called Membership History.

  1. Click the chevron to expand the Membership History section

CPD Tag Sets

When creating or editing a CPD plan, tags can be grouped into tag sets. This gives greater control over the organisation of tags and points required for a learner to complete a CPD plan.

Tag sets are created in the What points are required? section of the New CPD Plan or Edit CPD Plan screens. See more on creating a CPD plan for further details.

Example of tag set use

Learners may be required to complete mandatory and elective learning.

  • The CPD tag set Mandatory could be arranged so that learners must complete all learning content with the included tag(s). For example, the Mandatory tag set might include:

    • The tag Engineering, which is assigned to 2 mandatory learning assets, each worth 10 points = learners must complete a minimum of 20 points-worth of learning with this tag.
    • The tag Mathematics, which is assigned to 1 mandatory learning asset worth 10 points = learners must complete a minimum of 10 points of learning with this tag.
    • Learners must complete a total minimum of 20 points from the Mandatory tag set.
  • The CPD tag set Elective could be arranged so that learners must complete a certain portion of elective learning content with the included tags. For example, the Elective tag set may include:

    • The tag Health Science, which is assigned to 2 learning assets worth 10 points each, but the learner only needs to complete 1 = learners must complete at least 10 points of learning with this tag.
    • The tag Environmental Science is assigned to 3 learning assets worth 10 points each, but the learner only needs to complete 1 = learners must complete a minimum of 10 points of learning with this tag.
    • Therefore learners must complete a minimum of 20 points of learning from the Elective tag set.
  • In this example, learners would need to complete a minimum of 40 points of learning across both Mandatory and Elective learning to complete the CPD plan.

Creating a CPD Plan

To create a new plan follow the below steps.

  • Select Manage Learning > Manage CPD
  • Select Add CPD Plan button

The New CPD plan form will require the following information. Please see the image at the bottom of this list to view the related fields:

  1. Name – the name of the plan.
  2. Identifier – this will be auto-populated.
  3. Description – this is an optional field to add information about the CPD plan.
  4. Active – this would be set to active unless it is no longer required.
  5. Primary Contact – this is an optional field to assign a primary contact for the Plan.
  6. CPD Plan Period – enter the timeframe the User has to complete the CPD Plan. The top field must be a number and relates to the dropdown below. For example a User has 3 years to complete the plan. Forever means that the User has no restriction on how long it takes them to complete the plan.

  1. Set Membership start date to – select the option that corresponds to when you would like the plan period to start.
    • Membership Create Date – this is the date the user is added to the CPD plan as a member.
    • Selected Date – a date picker will appear for you to choose a specific date for the plan to start.
    • Do Not Set – there is no start plan, usually used in conjunction when the plan runs forever.

What Points are required?

A CPD Plan requires learners to achieve Points by completing Learning from different categories. In the CLS the categories are defined using Tags.

This section of the CPD plan form allows you to select any number of tags, and the minimum number of Points that a learner must obtain from each tag during the CPD period.

  • In the Tags field drop-down select the tag you would like to add to the plan. You can add as many tags as needed. Click the Add button to add it to the plan. Note that only the tags in the Tag Types you specified in Settings > Points Settings will appear here. If there are no tags in the drop down, go back to Settings > Points Settings and make sure the right Tag Types is present in the drop-down there.
  • Enter the Minimum Points for each tag, this is the minimum number of Points that a User must obtain in the plan period.
  • Enter the Total Points required which is calculated from above tags.

Note that the Total Points shows the overall percentage completed in the chart and total Points below the chart. The chart is covered later in the document. The chart only shows completed when all tags are completed and all Points obtained

Which users does this rule apply to?

This section allows you to specify which Users you would like to add to the plan. In the screenshot below all active users will be added to the plan. You could add filters such as organisations, job Positions or Groups.

For more information on building filters please refer to the document on Customisable reports > Building Filters.

  • Click Save CPD Plan button

Updating memberships

Once your plan is created you will have the option to view and update the memberships.

  • Click the View Memberships button to view or to update the memberships. 4 tabs exist to filter the memberships.
    • Current Members – Users that are already members of the plan.
    • To be Added -Users that, according to the ‘Which users does this rule apply to?’ section of the CPD Plan, match the rule.
    • To be Deactivated – Users that, according to the ‘Which Users does this rule apply to?’ section of the CPD Plan, no longer match the rule. This can occur when a rule on a CPD Plan is changed after Users have become members
    • Inactive – Users who used to meet the rule but were deactivated are now listed as inactive.

Based on the filter we set up in the above example, there are 3 Users (all Active Users) who will be added to this plan.

  • Click the Update Membership Now button to add these Users.

The Users listed in the To Be Added tab now appear in the Current Members tab.

The Edit link gives you access to edit the Start Date of the plan for that User. It also gives you the option to set the plan for that user to Inactive.

The View link opens a page where the user’s progress can be viewed, more Points can be awarded, membership can be edited and membership can be rolled over.

Award More

This gives you the option to award Points for example if the User has Recognition of Prior Learning (RPL).

Please note that The RPL functionality must be enabled first.

  • Select Settings > Tenant Settings.
  • Expand the Miscellaneous section.
    Check the Enable RPL tick-box.
  • Select Save Settings.

Rollover Membership

This feature allows you to refresh the CPD Plan Membership for a new period and gives you the option to set a start date for the new plan. Setting the new plan will complete the currently active membership and a new membership will be created. Be careful as this cannot be undone.

The purpose of this feature is to create a new membership for the user if users need to continuously meet their CPD requirements. With professions such as paramedics and lawyers, training is ongoing.

The old plan membership can be viewed on the current plan membership details page in the section called Membership History.

CPD and Catalogue Items

Now that we have a plan assigned to our Users we need to provide a way for them to achieve their points. This is achieved with Catalogue items. There are several components required for a CPD based Catalogue Item:

  • Catalogue item with Linked Assets e.g. courses, sessions etc.
  • Tags. – assign points to the tags.

Create Catalogue item

You will need to create a Catalogue Item with one or more learning assets. For instruction on creating a Catalogue Item, please see the User Guide Manage Catalogue.

Linking CPD Tags and points to a catalogue item

Now that we have a plan assigned to our Users we need to provide a way for them to achieve their points. This is achieved with Catalogue items. There are several components required for a CPD based Catalogue Item:

  • Catalogue item with Linked Assets e.g. courses, sessions etc.
  • Tags. – assign points to the tags.

Create Catalogue item

Now that we have a plan assigned to our Users we need to provide a way for them to achieve their points. This is achieved with Catalogue items. There are several components required for a CPD based Catalogue Item:

  • Catalogue item with Linked Assets e.g. courses, sessions etc.
  • Tags. – assign points to the tags.

Create Catalogue item

You will need to create a Catalogue Item with one or more learning assets. For instruction on creating a Catalogue Item, please see the User Guide Manage Catalogue.

Linking CPD Tags and points to a catalogue item

To link CPD tags to catalogue items:

  1. Select Manage Learning > Manage Catalogue
  2. Search for and open the required Catalogue Item
  3. Click the Edit icon in the Point Allocation section
  4. To add a tag, click in the Tag field and select it from the drop-down menu.
  5. Click the Add button. The Tag will display in a table with a blank Points field to assign points.
  6. Assign the points for the tag.
    Note: The Total points automatically updates as you enter the Points value.
  7. Add as many Tags and Points as you need.
  8. When tags and points have been added, click the Save button to save the data.

Notes:

  • If there are no tags to select in the drop down then you haven’t done the set-up properly. Go back and check that your Tag Type is recorded in Settings > Points Settings.
  • You don’t have to include all the Tags from your Tag Type in every Catalogue Item, just the ones you want to attach points to.
  • You can use fractional points e.g. 0.5.

Allow Users to Record their own CPD Points

Many times, a professional will complete learning outside the Janison Academy. They might, for example, attend a seminar or workshop, collaborate on an academic paper, or complete a course at another training organisation. When they do this training, they can record the fact of that learning, and how many points that learning is worth, in the Janison Academy.
There are two features in the system that allow users to record their own CPD points:

Other Learning

Many times, a professional will complete learning outside the Janison Academy. They might, for example, attend a seminar or workshop, collaborate on an academic paper, or complete a course at another training organisation. When they do this training, they can record the fact of that learning, and how many points that learning is worth, in the Janison Academy.
There are two features in the system that allow users to record their own CPD points:

Other Learning

Setting points on Other Learning

Please refer to the topic on Other Learning for how to add an Other Learning asset type.

  1. Go to Manage Learning > Manage Learning Assets
  2. Search for and select required Other Learning Asset
  3. Click Edit Other Learning
  4. Scroll to and expand the General Settings section
  5. Select Requires Points
  6. A selection box is displayed where you can Restrict tags learners can assign points against.
  7. Select one or more tags
  8. Click Save Other Learning

Catalogue item for Other Learning

As with all learning assets, Other Learning will require a catalogue item for the Learner to enrol in.

Notes:

  • The catalogue item must only contain a single Component of Other Learning. If more than one component is added to the Catalogue item the points assigned by the Learner will be ignored. In this scenario a warning will appear notifying you of the limitation.
  • Points should not be added to the catalogue item containing the Other Learning as the points applied to the Other Learning will then be ignored. A warning notifying you of this will appear if points are applied to the Catalogue item.

Recording Points as an enrolled user

Users can record CPD points attained outside of the system using the Other Learning asset.

  1. Once enrolled they can launch the Other Learning asset type
  2. Launching the asset will take them to a screen where they can enter a variety of information about the learning they’ve done
  3. To add points, the user populates the points against any Category as shown below in the screenshot.
  4. Click Save & Submit

Learning Plans

If the user is enrolled in a Learning Plan and that Learning Plan allows external learning to be recorded (refer to the Learning Plan instructions for how to set this up) then the Log external learning option will open the same user interface as above for the learner to record points.

How CPD Looks and Works for the User

Once you have created your CPD plan and memberships, the users can log into the system and in Browse Learning can view what items are available to achieve the required CPD Points.

Seeing how many Points a catalogue item will award the user

Once you have created your CPD plan and memberships, the users can log into the system and in Browse Learning can view what items are available to achieve the required CPD Points.

Seeing how many Points a catalogue item will award the user

Each catalogue item that has Points attached will show the total number of Points available on the tile in the Browse Learning screen.

If the Learner hovers the mouse over the Points icon and text, the breakdown of Points by tag will be shown.

My Learning

When CPD is enabled, the My Learning screen gets split into two areas, the normal Learning Tiles area and an extra area for Other tiles. There are one or two CPD tiles included in this area, depending on your role.

Note: The Smart Dashboard must be enabled at global level for the tiles to display. Please contact your Janison account manager or support team for more information.

My CPD tile

This tile shows for Users with a CPD Plan.

At a glance the tile shows circular graphs with the CPD Status. In the below image the Learner has achieved the Clinical Points but has not achieved the Non Clinical or CTP Mandatory Points. Keep in mind that they are compliant because they start the plan fully compliant.

They will only become non-compliant when the plan date ends and they have not achieved the Points.

Clicking the tile takes the User to see the CPD Plan and status in more detail.

My Staff CPD tile

This tile will only be visible to Managers of Users. It shows the Manager the CPD details of the Users they are managing. At a glance the tile shows a circular graph with the CPD Status, and an overview of their Users’ compliance. In the screenshot below this User manages 2 people and they are both compliant.
Clicking the tile takes the User to a screen where they can view and manage their Users’ CPD and status in more detail. This tile is a shortcut to Manage Learning > Manage CPD progress.

Enrolment in CPD Catalogue Items

Users can be manually enrolled in CPD Catalogue Items and/or CPD Catalogue Items can be setup to list under Browse Learning where users can self-enrol into the Catalogue Items.

Users that are self-enrolling will need to view their ‘My CPD Plan’ to determine which Tags are needed to complete their CPD. Users will then need to see the Tags associated with the Catalogue Items in the ‘Browse Learning’ area so they can determine which Catalogue Items to enrol in.

Adjusting CPD Points per enrolment

If the administrator needs to adjust the number of Points a user has earned (or self-assigned) for a catalogue item, this is done through Enrolments.

  1. Go to Manage Learning > Enrolments.
  2. Search for the enrolment that is to be edited.
  3. Click the View More icon  to the right of the enrolment title
  4. In the Points section, click the Edit icon to edit Points.
  5. Make any adjustments necessary to the Points
  6. When the adjustments are completed, click the Save Enrolment.button.

Manage CPD Progress

Manage CPD Progress screen is made up of graphs depicting the overall CPD progress. This is the same screen accessed from the My Staff CPD tile.

CPD Progress

Browse to Manage Learning > Manage CPD progress.

The top section is a summary dashboard of all users in the CPD plan. This gives the manager an overview of the compliance of Learners reporting to them. Hovering over each graph brings up additional information in a pop-up.

In the Detail section you are able to see a detailed breakdown of individual Learners.
There are two options available for viewing the Details: Timeline and Points:

Timeline

This displays a list of users using a monthly breakdown with the following columns:

  • User
  • Plan
  • Timeline (Shows monthly status)
  • CPD Expiry
  • Status
  • Actions > View More

Points

This displays a list of users using a Tag breakdown with the following columns:

  • User
  • Plan
  • Tags which represent the points per tags
  • CPD Expiry
  • Status
  • Actions > View More

CPD Progress Filters

Both the Timeline and Points options contains a series of tab you can select to filter the details:

  • All – all users
  • Non Compliant – non compliant users
  • High Risk – high risk users
  • Low Risk
  • Compliant Users
  • Click View More next to the required user to inspect that user’s CPD plan membership.

It is important to remember that the colours of the Tags do not have the same meaning as the colours of the CPD plan Status. Please see the section above on CPD Points Colour Legend for more detail.

My Learning Transcript and CPD Points

CPD Points can be set to appear on the users learning transcript. These settings are accessed from Settings > My Learning Transcript Settings.

Three options are available for displaying Points on the My Learning Transcript.

Show Points

Shows Points achieved in a single column as highlighted in the screenshot below.

Based On Tag Type

Based on Tag Type will override the single column and will show a separate column for each Tag Type within the Points Settings selected Tag Type. A Points Summary section will display at the top of the transcript.

Note that the Only Tags in My CPD will appear when Based on Tag Type is selected.

Only Tags In My CPD

This only shows columns for Tags listed in the user’s CPD Plan. This means that columns that would be empty do not appear on the transcript.

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