Resources
This guide walks through each screen in the Resources menu of the CPD Training module: Trainers & Consultants, Venues, Courses, Certificates.
Trainers & Consultants
Where to find itCPD Training → Resources → People & Places → Trainers & Consultants
How to use Trainers & Consultants
- 1Open Trainers & Consultants
In the CPD Training module, open Resources in the green navigation bar, then choose Trainers & Consultants under People & Places.
- 2Review the list
The list shows these columns: NAME, TYPE, EXPERTISE, EMAIL, DEFAULT RATE, LINKED TO, 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 Resource.
Venues
Where to find itCPD Training → Resources → People & Places → Venues
How to use Venues
- 1Open Venues
In the CPD Training module, open Resources in the green navigation bar, then choose Venues under People & Places.
- 2Review the list
The list shows these columns: VENUE, CITY, COUNTRY, CAPACITY, 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 Venue.
Courses
Where to find itCPD Training → Resources → People & Places → Courses
How to use Courses
- 1Open Courses
In the CPD Training module, open Resources in the green navigation bar, then choose Courses under People & Places.
- 2Review the list
The list shows these columns: CODE, CATEGORY, SEMINAR / COURSE, PLANNED, TARGET GROUP, CPD HOURS, DEFAULT FEE, 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 Course.
Certificates
Where to find itCPD Training → Resources → People & Places → Certificates
How to use Certificates
- 1Open Certificates
In the CPD Training module, open Resources in the green navigation bar, then choose Certificates under People & Places.
- 2Review the list
The list shows these columns: NUMBER, RECIPIENT, ENGAGEMENT, CPD HOURS, ISSUED, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.