Configuration
This guide walks through each screen in the Configuration menu of the CPD Training module: Programme Types, Workflows, Cost Categories, Automation Rules, Settings, Documents & Branding.
Programme Types
Where to find itCPD Training → Configuration → Programmes → Programme Types
How to use Programme Types
- 1Open Programme Types
In the CPD Training module, open Configuration in the green navigation bar, then choose Programme Types under Programmes.
- 2Review the list
The list shows these columns: TYPE, CATEGORY, PREFIX, WORKFLOW, ACTIVE. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: Install starter set, New Programme Type.
Workflows
Where to find itCPD Training → Configuration → Programmes → Workflows
How to use Workflows
- 1Open Workflows
In the CPD Training module, open Configuration in the green navigation bar, then choose Workflows under Programmes.
- 2Review the list
The list shows these columns: WORKFLOW, STAGES, ACTIVE. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New Workflow.
Cost Categories
Where to find itCPD Training → Configuration → Programmes → Cost Categories
How to use Cost Categories
- 1Open Cost Categories
In the CPD Training module, open Configuration in the green navigation bar, then choose Cost Categories under Programmes.
- 2Review the list
The list shows these columns: CATEGORY, KIND, ORDER, ACTIVE. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New Cost Category.
Automation Rules
Where to find itCPD Training → Configuration → Automation → Automation Rules
How to use Automation Rules
- 1Open Automation Rules
In the CPD Training module, open Configuration in the green navigation bar, then choose Automation Rules under Automation.
- 2Review the list
The list shows these columns: RULE, WHEN, ACTION, LAST RUN, ENABLED. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New Rule.
Settings
Where to find itCPD Training → Configuration → Automation → Settings
How to use Settings
- 1Open Settings
In the CPD Training module, open Configuration in the green navigation bar, then choose Settings under Automation.
- 2Use the available actions
Buttons available on this screen: Save, VAT @ 16% 16.0% KE ×.
Documents & Branding
Where to find itCPD Training → Configuration → Automation → Documents & Branding
How to use Documents & Branding
- 1Open Documents & Branding
In the CPD Training module, open Configuration in the green navigation bar, then choose Documents & Branding under Automation.
- 2Use the available actions
Buttons available on this screen: Preview letter, Preview proforma, Save, Upload, reset, Replace, Add bank account.