CPD Planning (AI Feature)

CPD Planning allows you to plan future CPD activities and receive smart reminders and prompts to help you capture evidence and reflections at the right time.

Planned CPD entries are clearly marked and can be used for portfolios, audits, and reviews.

How to Enable CPD Planning

1. Go to Settings from your dashboard
2. Find Planned CPD
3. Toggle the feature ON

You can turn CPD Planning on or off at any time.

How to Plan Future CPD

1. Go to your Diary
2. Create a new CPD entry
3. Add a title and details (e.g. attending a conference, course, or event)
4. Set the date in the future
5. Save the entry

The CPD entry will now be saved as Planned CPD.

How Planned CPD Appears

• Planned CPD entries appear at the top of your portfolio
• They are clearly marked as future-dated
• Planned CPD is shown in the calendar in blue
• Planned CPD can be included in portfolio reports (e.g. next 6–12 months)

Smart AI Prompts & Reminders

On the day of your planned CPD activity, the system will:

• Send an in-app notification
• Prompt you to add notes and reflections
• Suggest capturing supporting evidence (e.g. agendas, documents)
• Remind you to record any changes to your practice

The AI reviews your planned entry and provides prompts based on:

• The CPD topic
• Your previous CPD history
• How long it has been since you last completed similar CPD

Capturing Better Evidence

Helpful tips suggested by the system include:

• Uploading conference agendas as evidence
• Adding notes during or after the event
• Recording networking and learning activities
• Documenting practice changes

Conference agendas are especially valuable as supporting evidence.

Best Practice Tip

If you attend a conference with multiple speakers:

• Record each speaker separately if they impact your practice
• Create individual CPD entries for key sessions
• Add reflections for each learning outcome

This strengthens your CPD for audits, revalidation, and interviews.