Firm oversight
Firm-wide CPD totals, category shortfalls and individual records.
Firm oversight shows recorded totals and category shortfalls across the practitioner roster.
- Workspace CPD: practitioner totals and category coverage for the firm.
- Practitioners: one row per practitioner, with a link to each record you are authorised to open.
- Audit pack: the register and its supporting files, for the firm or one practitioner.
Access
Workspace roles and CPD-record permissions are separate. An owner or admin does not automatically have access to another practitioner's record. The signed-in member needs the relevant CPD capability, or a delegation from the practitioner.