Firm dashboard
Practitioner progress and follow-up counts for the current CPD year.
The workspace dashboard summarises practitioner progress for the current CPD year.
Progress
Practitioners are counted by progress state: behind pace, on track and targets met. The figures come from completed activities and each practitioner's requirement profile.
Follow-ups
The dashboard links to records that match a condition:
- sessions that have ended with no attendance marked;
- practitioners with expiring credentials;
- activities without evidence; and
- entries awaiting practitioner approval.
Upcoming sessions
The session list shows scheduled sessions available to the signed-in member.