⚠️ Important: The below guidance is applicable to customers in LMS² sites.
CPD scheme rules impact what your users need to input when they add a CPD entry to their scheme, and define criteria that modules must meet to contribute to that scheme.
To add scheme rules to a CPD scheme, watch the video, or follow the steps below.
Switch to admin view.
Click Settings, then click Global Settings.
Click the Manage Features tab, then click the CPD tile.
Select the scheme, then click the Scheme Rules tab.
Expand the Select drop-down list, and select a rule.
Click Add, then repeat for each rule to add.
Rules can be customised further if needed, the options available are:
Display on Log Settings.
Mandatory Field Settings.
Reorder Scheme Rules.
Customise how Scheme Rules interact with Scheme Levels.
Click Save.
Customising scheme rules
Display on Log
Change how users are given a summarised view of CPD activity in My CPD, including any rules for that scheme. These appear to users in the CPD log via the Display on Log column.
Mandatory Field
Select to make a rule mandatory, meaning a module will only count toward a users CPD when an option from that rule is selected. This option is required within a modules settings or when users add manual entries. This is useful for certain rules such as CPD Learning Type, for certain module types to not count towards CPD.
📌 Note: Deciding to make a scheme rule mandatory later means any CPD entries prior which have not been assigned an option from the rule are hidden from the CPD Log view. Clearing the mandatory checkbox will not automatically bring them back.
Reorder scheme rules
Use the arrows in the level column to reorder rules. If using Scheme Filters, these are directly affected by the scheme rules. The order the rules are organised also influence how the filters behave.
Customise how Scheme Rules interact with Scheme Levels
Click an arrow next to a rule title to expand and amend scheme level settings. The options shown vary depending on the category group used for the rule. Customise each option with the following.
Level -For multiple Scheme Levels, use the Level drop-down list to select Specific to specify a value to be achieved for each level.
Required - Set the value users need to complete for that option each year.
Maximum - Clear the Unlimited checkbox to set a maximum number of hours that option can contribute towards the scheme each year.
Set up CPD Category and CPD module type rules on LMS²
Super Administrators on Access LMS² sites can set up and customise scheme rules for a CPD Scheme. The below guidance outlines the CPD Category and CPD Activity Type rules, which are optional, but commonly used when configuring a scheme.
🤓 Tip: Add the rules to the CPD Scheme before customising.
Use CPD Category and CPD Module Type rules to define time requirements for learning activities within a CPD Scheme.
CPD Category sets required time for different learning types as follows.
Structured: Formal learning such as accredited courses, eLearning, workshops, and seminars.
Unstructured: Self-directed learning that achieves a learning outcome but isn’t formally structured.
Knowledge: Learning specific to industry facts, systems, or processes relevant to a role.
CPD Module Type sets required time for specific module types, such as eLearning, events, or seminars.
Expand rule options by clicking the arrow icon next to relevant rule name. Here the following settings can be adjusted.
Required: Minimum hours needed to meet scheme requirements.
Maximum: Maximum hours allowed; can be set to unlimited.
Level: Set different requirements per scheme level, or select All if levels aren't used.
Click Save to apply any changes made.