Before you Start

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Practice Settings

So you can get things setup with how you work from the outset, your practice administrator should head into your practice settings and setup the defaults.

• Review your Tool Settings & Defaults to ensure the default settings are set to your liking:

• • Display only related PD's to users - This option means users will only be able to review their own Professional Development progress and no other users.

New User Interface

Variables & Input Fields

Variable Name		Description
1	Add CPD record	This button will open the New Professional Development Entry interface.
2	Date	This is the date of the relevant training.
3	Number of Hours	This is where you'd enter the number of CPD hours that are associated with the training.
4	Registered CPE	This field determines whether or not the training is a registered CPE training.
5	Training Provider	This is to identify the provider of the training. You can also add new training providers at this point.
6	Description	This field is so that you can enter a description for the training (i.e the name of the training event).
7	Participants	Use this field to specify which staff in your practice attended the training.
8	Notes	Record notes about the training like key highlights/takeaways - links to external pages for other users if they want to inspect.

 

How do I use it?

From the Professional Development Register, click on and the new professional development entry window will open. Work your way through the relevant details per the demonstration below ensuring to tag all relevant team members that participated in the training. Optionally, if you're connected to one of the DMS options, you can drag and drop or link back to the certificates (via the shared toolbar, see Menues & Shared Elements for more info) that verify the training happened and who went to it.

 

Generating a CPD Export

Once you have entered data over a period of time, you can then filter this information and export it as needed (for provision to your specific governing body or certified membership). To do this, click on the funnel icon at the top right of the 'All' list screen and filter the page by whatever category you wish to filter by (Date, Participants, Status etc). 

Once you have filtered to your desired list, click on the 3 dot menu at the top right of your screen to export as needed.

 

Legacy User Interface

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Variables & Input Fields

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Variable Name		Description
1	Date	This is the date of the relevant training.
2	Training Provider	This is to identify the provider of which the training is with.
3	add new provider	Select this if you need to add a new training provider. This will create a new entry in your Affiliates list under People.
4	Registered CPE	This field determines whether or not the training is a registered CPE training.
5	Number of Hours	This is where you'd enter the number of CPD hours that are associated with the training.
6	Description	This field is so that you can enter a description for the training (i.e the name of the training event).
7	Participants	Use this field to specify which staff in your practice attended the training.
8	Confirmation of participation	This is where you can drag and drop or select to upload a confirmation of training such as a scanned CPD certificate in pdf form
9	Linking Documents	By clicking "link or upload documents" you can link any documents you have in your document management system folders or upload them. Alternatively, you can drag and drop in this area to upload documents

 

How do I use it?

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From the Professional Development Register, click on "Create new Professional Development" and the new professional development entry window will open. Work your way through the relevant details per the demonstration below ensuring to tag all relevant team members that participated in the training. Optionally if you're connected to one of the DMS options, you can drag and drop or link back to the certificates that verify the training happened and who went to it.

Importing Historical Information 

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Go to the Actions Menu and select the Import from Excel option. Follow the onscreen instructions to bring in in all current and historical professional development information from your current records.

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If you import the same file multiple times, it keeps the old information and creates new entries for every import completed. It would be a good idea to go through the import process with a small test file of say 5 entries, confirm that you're happy with the results before completing the rest of the imports. If you make a mistake, you can always select and delete the applicable entries and re-import once again.

  

 Other Functions

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" Search by " Function:

Simply allows you to search by a specific filter within your client group etc. Go to our Menu's & Shared Elements Article.

Document Management System (DMS):

Link back to source documents enabling quick access and previewing from within any tool and the ability to save reports and files direct back into your DMS. Go to the DMS Support Article to learn how to connect and link source documents.

Actions Menu:

You are able to perform a number of functions within the actions menu across the tools in AK. For a full list and instructions on how to use please go to our Menu's & Shared Elements Article.

Deleting Records:

You also have the ability to delete records once selected. Go to the Menu's & Shared Elements Article to learn how.

 

Related Links

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Menus & Shared Elements	This support article covers all the menus and shared elements used throughout AccountKit
Document Management System (DMS)	Learn how to connect and manage your DMS.