Set up your CPD activity in 9 simple steps

${color}[#24394f](We recommend you take the following steps when setting up your Develop activity.

Step 1 - Create your templates

• Consider importing templates mesma has created or create your own. Read this article Managing your own templates in Develop

Step 2 - Change terminology

• Consider the terminology you use, for example, role titles. Read the other preferences section in this article Understanding the preferences page

Step 3 - Disable roles

• In Develop you have participate, readers and an auditor role. Read the permission preferences by role section in this article if you want to disable a role Understanding the preferences page

Step 4 - Enable and disable tags

• You may want to use tags to add data labels to your Develop activity. This for example, can be useful to tag areas of improvement to enable to filter your data reports. Read this article to find out how to do this Understanding how to develop tags

Step 5 - Using groups

• You may want to use groups to help categorise your data. Groups are also helpful for example when you want to schedule observation for a specific group of people such as Teachers/trainers. Read this article to find out how to do this Understanding how to create groups

Step 6 - Set-up you user CPD plans in Improve

• Consider which users require their own CPD plan. Read this article Import an improvement plan

Step 7 - Invite your users into their CPD plans and reallocate ownership

• Consider the users who need access to development activity. This could include, for example, those in receipt of CPD activity, line managers and mentors. Read this article Inviting users to participate in your improvement plan activity

Step 8 - Link your users CPD plans to Develop

• To ensure the right user is mapped to the right plan you need to link these in your admin settings. Read this article Link your users CPD plans for Develop

Step 9 - Schedule your Develop activity using your Quality Calendar

• Consider what your development cycle looks like. For example, you may want to set up recurring observations, monthly performance reviews or annual appraisals. Read this article Scheduling Develop activity from your quality calendar

)

Updated on: 29/08/2024