Searching by Tags

The Searching by Tags feature helps you organise, filter, and quickly find your CPD entries using custom tags you create yourself.

Think of tags as digital labels that make managing large CPD portfolios simple and efficient.

What Are Tags?

Tags are custom labels you can apply to CPD entries.

• One tag can be used on multiple CPD entries
• One CPD entry can have multiple tags
• Tags act as powerful filters across your dashboard

Common examples:

• Conference 2026
• HCPC Audit
• Mandatory Training
• CPD Demo
• Revalidation

How to Create a Tag

1. Log in to your Dashboard
2. Go to Profile
3. Add a new tag in the Tags section
4. Save the tag

Once created, the tag will be available to use across all CPD entries.

How to Add a Tag to a CPD Entry

1. Create or edit a CPD entry
2. Complete the CPD details as normal
3. Select your tag in the Tags field
4. Save the entry

Your CPD entry is now linked to that tag.

How to Search CPD Entries by Tag

1. Go to your Dashboard
2. Use the Search & Filter options at the top
3. Select Filter by Tag or Search Tag

The system will instantly show all CPD entries associated with that tag.

You can also combine tag filtering with:

• Year
• CPD type
• Governing body

Why Use Searching by Tags?

• Quickly find specific CPD entries
• Group CPD for audits, revalidation, or portfolios
• Save time when managing large CPD records
• Stay organised with a clean, flexible system

Best Practice Tips

• Use clear, meaningful tag names
• Create tags based on purpose, not just activity
• You can create as many tags as you like
• Tags are especially useful for audits and portfolio building