Training diaries
Overview of user features, how to set up, manage and report
7 articles
- Using Training Diaries to capture learningLearn how to use the Training Diary module to record your professional development progress, manage compliance entries, and export reports. Complete guide for recording CPD activities and reflections.
- Complete your Reflect, Plan, Do and Evaluate record and annual declarationFor qualified solicitors and fee earners: capture reflections, set goals, log activities, and complete your annual continuing competence declaration in the Training Diary.
- Explore reporting and analytics for Training DiariesLearn how to access and use Training Diary reporting and analytics to monitor compliance, track learning activity, and export detailed reports across your organisation.
- Add or remove users against a training diary jurisdictionLearn how to add or remove users from training diary jurisdictions in Performance Leader. Step-by-step guide for admins to manage user assignments efficiently.
- Set up and configure training diariesThis comprehensive guide covers creating jurisdictions, setting requirements, configuring categories, assigning users, and customising form fields for your firm's training programmes.
- Set up restricted admin access for Training DiariesGive reporting and user-management access to Training Diary administrators — such as compliance or L&D leads — without exposing wider HR or performance data.
- Training Diaries FAQFrequently asked questions about the Training Diaries module, including setup, CPD tracking, jurisdiction configuration, and managing training records for regulatory compliance.