Who? Super Admins
Where? Click 'Manage CPD' in the side menu, 'External CPD' tab

1. The Learner submitted External CPD also appears in Admin's Manage CPD > External CPD tab where status is Pending.

2. Admin can View, Edit, Decline and Approve External CPD submitted by the Learner.

NOTE: An Admin cannot Delete a Learner submitted External CPD record. Only a Learner can do this.

3. If Approved

  • Feedback comment is optional

  • A notification is presented on the Learners Dashboard which is linked to the request if they want to review and see Admins comments

  • The External CPD records status is changed to Approved and will appear in the Approved list for the Admin and the Completed tab for the Learner

4. If Declined

  • A feedback comment must be added before the Decline button is active

  • A notification is presented on the Learners Dashboard which is linked to the request if they want to review and see Admins comments

  • The External CPD records status is changed to Declined and will appear in the Declined list for the Admin and the Declined tab for the Learner

  • Admin can view all Declined in External CPD

  • Learner will see Declined External CPD with feedback comment

5. When actioning an Edit an Admin can

  • Change CPD points/hours

  • Upload document if missing

  • Alter Description

  • Change Date

  • If Admin edits before approving the Learner will be notified

i. A comment is now required as part of the Approval

ii. The Learner will be notified on their Dashboard "[ADMIN] approved your [Title] request after making changes [Link to details with comment]"

6. For a Learner or Admin to make any changes a CPD record that has been Declined or Approved, an Admin must set the status back to Pending by using the 'Move to Pending' from the dropdown on Approved or Declined lists in an Admins Manage CPD > External CPD view.

This will then allow either an Admin or the Learner to change the External CPD record that was previously submitted by the Learner.

  • Status will change to Pending

  • The Learner will be notified on their Dashboard “Submitted external CPD that was previously [declined/approved] has been made available for you to update from CPD Pending [link]”

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