Step by Step - How to set-up Develop - For Administrators
Set up your CPD activity in 9 simple steps
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
Once you have completed steps 1-9 you should be ready to go!
Updated on: 30/05/2023
Thank you!