Documentation
Set up Cupid, keep CPD records, run sessions and manage a firm workspace.
Cupid keeps CPD records and evidence but does not certify compliance. Each practitioner remains responsible for meeting their regulator's requirements.
Sections
- Getting started: create an account, set up a workspace and set the CPD profile.
- CPD tracking: record activities with points, categories and evidence, and read totals against the requirement.
- Sessions: create a session, record attendance and close it to write activities and certificates.
- Firm oversight: practitioner totals, shortfalls, missing evidence and audit packs.
- Credentials: practising certificates and accreditations with their expiry dates.
- Requirements: the requirement profile for each jurisdiction and profession, with sources and review dates.
- Settings: workspace identity, people and access, certificate branding and notifications.
- Billing: plans, capacity and what happens when a subscription ends.