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CPD scheme filters

More information about what CPD scheme filters are, how to add them and how they work with CPD scheme rules.

Liam Smith avatar
Written by Liam Smith
Updated over 2 weeks ago

CPD scheme filters apply restrictions to CPD scheme rules, limiting available options when adding new entries. For example, filters can restrict which activity types contribute toward a specific scheme.

Filters connect directly to existing scheme rules, requiring at least two rules to be in place before filters can be added.

Filters operate on a tiered system, determined by the order of rule creation. This order can be adjusted in the rules section if necessary.

⚠️ Important: CPD Scheme creation and amendment is only available to super administrators on LMS² sites.

To add or amend scheme filters, watch the video or follow the steps below.

  1. Switch to admin view.

  2. Click Settings then click Global Settings.

  3. Click the Manage Features tab, then click the CPD tile.

  4. Select the relevant CPD scheme.

  5. Click the Scheme Filters tab.

  6. Click the drop-down list to expand, then click on an item to add it as an option.

  7. Repeat step 6 to add multiple items.

  8. Apply further sub filters to the items, based on the CPD scheme rules created.

  9. To remove a CPD scheme filter, click X next to the relevant entry.

  10. Click Save to apply changes.

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