Admin · People

Record professional development (PD) hours for a trainer

Where: Compliance → Team PD

  1. In the sidebar, open "Compliance" and click "Team PD".
  2. Find the person in the "Team" list.
  3. Click "Add PD entry" on their row.
  4. Fill in "What was it?", "Date completed" and "Hours". "Provider", "Category" and "Units it relates to" are optional.
  5. To attach a certificate, click "Upload PDF or photo".
  6. Click "Save".

You can also add PD from a trainer's own page. Open "Students & contacts", click "Trainers", open the trainer, and click "Add PD entry" in the "Professional development" section.

What happens next The entry shows in the team list and on the trainer's page, with their total hours. Trainers can also log their own PD from their portal profile, and those entries land in the same place.

If something looks wrong If you see "Only owner, admin or staff accounts can log PD for the team", you are signed in with a trainer login. Ask an admin, or log your own PD from your portal profile. Hours must be a number greater than zero.

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