⚠️ Important: The below guidance is applicable to customers in LMS² sites.

CPD schemes support organisations in tracking and documenting users’ continuing professional development. Access LMS Evo includes several default schemes designed to meet common compliance needs.

Super administrators on LMS² sites can also create custom CPD schemes. This can be useful in regulated sectors such as healthcare or finance, where employees must meet specific CPD hour requirements to remain compliant or retain certifications.

When configuring a bespoke CPD scheme, it's recommended to define scheme levels and apply scheme rules to ensure proper structure and measurement.

To create a CPD scheme, watch the video or follow the steps below.

Switch to admin view.
Click Settings then click Global Settings.
Click Manage Features tab, then click CPD.
Click Create, then enter a name and description for the scheme.
Select CPD scheme type as required.
Customise the scheme further using the relevant options.
Click Create.

Customisation options

Customise CPD scheme behaviours either during the initial setup or later from the Scheme Settings tab. The below tables outline the available customisation options for each section.

Scheme behaviour

Option	Description	Notes
Count CPD Hours or CPD Value on pathways	CPD schemes include any manually created recommended CPD time assigned to a pathway. This can create duplicates if you've also assigned time to activities within that pathway.	Not available on a Time Spent CPD scheme.
Ignore CPD on pathway children	The recommended CPD time assigned to activities within pathways won't be included. This prevents duplications if you've allocated time to both levels.	Only available if Count CPD Hours or CPD Value selected.
Enable Grouping	Users can group related or similar activities within their CPD Log when there's a common Learning Outcome, Development Need and Reflective Statement. This means they only need to add these details at the group level and not on each activity.
Enable Adjustments	When selected administrators can adjust the CPD target within a user's profile.
Enable Adjustments Rollover	Any outstanding CPD hours for users who haven't met the minimum CPD target for the current CPD year roll over into the new CPD year.
Adjustment Reason Category Group	Select CPD Adjustment Reasons.	Only available when you select Enable Adjustments.

User options

Option	Description
Show Required CPD Overview	Users' CPD logs display the Required, Remaining and Completed fields. These are the default selections.
Show Planned CPD Overview	Users' CPD logs display the Planned, Action Required and Eligible fields across the top.
Allow users to create their own CPD records	Give users access to the Add CPD option in the CPD Log, allowing them to add training completed outside of Access LMS Evo.
Truncate category names in CPD Log	Select how many characters you want to shorten category names to, where the names are very long.
Date CPD Log is Read Only Until	Select a date to prevent users from editing their CPD log before.

Further configuration

Option	Description
Custom button URL and Custom Button Label	Leave these blank, unless Access sets up a custom button for you.
Custom log print view header text	Set up your own header to the CPD Log print view.
Activity Custom field to display next to records	Choose to display an Activity Custom field next to users' CPD records in their CPD log. You can manage these from the Manage Features tab in Site Settings. You can only use single line text Activity Custom Fields.