Use the first saved filter by default in My Report and CPD reports?:When enabled, the system will automatically apply the first saved filter when opening reports, helping users quickly view relevant data without manually selecting filters each time.
Hide the AFD on the portfolio if no items have been raised: If selected, the Areas for Development section will be hidden from a user’s portfolio when no development areas have been recorded, keeping the view clean and uncluttered.
Show cover tab?: Displays a dedicated tab for cover arrangements, allowing users to record any staff cover required for CPD activities.
Show cover cost?: Enables the option to record and view any costs associated with staff cover during CPD.
Show travel expenses?: Allows users to add and track travel-related expenses linked to CPD activities.
Show other expenses?: Provides a field to capture additional costs that don’t fall under standard categories like travel or cover.
Show travel costs on the details tab: Displays travel-related costs directly within the main details tab, making key financial information easier to access at a glance.
Show method of travel?: Adds an option for users to specify how they will travel (e.g. car, train), supporting clearer expense tracking and reporting.
Allow status and feedback to be updated for approved CPD requests?: Enables updates to the status and feedback of CPD Requests even after they have been approved, allowing for ongoing tracking and reflection.
Update status for all request below your current approval level?: Allows users with higher approval permissions to update the status of requests that fall below their level in the approval hierarchy, improving workflow efficiency.
Show support required against areas for development?: Adds the ability to record what support is needed for each identified area for development, helping to better plan and track staff growth.
Show all Pending requests on the CPD Request page regardless of the date they were raised?: Displays all pending CPD requests, removing date restrictions so nothing is missed.
Combine all costs on the CPD report?: Groups all CPD-related costs (e.g. cover, travel, other expenses) into a single total, simplifying financial reporting.
Force the provider to be specified when adding in CPD?: Requires users to select a CPD Provider when creating a CPD activity or course, ensuring accurate tracking of where training is sourced
How will this support the department/faculty targets? Mandatory?: When enabled, users must explain how the CPD activity aligns with departmental or faculty goals before submission, helping ensure CPD is purposeful and strategically aligned.