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How to create a CPD item mandatory date expiry

How to create a CPD item mandatory date expiry How to create a CPD item mandatory date expiry


  1. Log on as admin.
  2. Select CPD from the black ribbon.
  3. Select Manage CPD from the green ribbon.
  4. Select Add to create a new CPD item.
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  5. Add name, description, when the reminder is to be sent, and a document if relevant.

6 Click submit.

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7. The new CPD item is listed in the Manage CPD section.

8. Select Assign to assign this item to all employees who require clearance.

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9. If you wish to assign it to all employees, selected employees in the first drop down box, then highlight all employees in the second box, click assign.

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10. Enter a date from when you wish to have all certificates completed and select Mandatory for the new CPD item.

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11. The item now appears on “My CPD” for all employees you assigned it to.

12. So for employee Tiger Woods, when he logs in she would see the following.

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13. Tiger attaches his certificate “Add cert” and notes its expiry date as 01/01/2022.

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14. The CPD item is now listed for Tiger and expiry date.

2021-02-12 at 11.40.4015. In this example I set the reminder as two weeks (step 5) so two weeks before Jan 1st Tiger will be emailed.