Member PortalJourneys
UJ-M-017: Export CPD Records
Member exports their CPD records for compliance reporting or personal records
Journey Overview
| Attribute | Value |
|---|---|
| Journey ID | UJ-M-017 |
| Actor | Member |
| Goal | Download CPD records for external use |
| Trigger | Member needs CPD documentation for compliance/reporting |
| Outcome | CPD records exported in desired format |
Preconditions
- Member has CPD records in the system
- Export functionality enabled
Journey Flow
flowchart TD
A[Navigate to CPD] --> B[Click Export]
B --> C[Select export options]
C --> D[Choose date range]
D --> E[Select format]
E --> F[Generate export]
F --> G[Download file]Detailed Steps
- Access Export
Member navigates to CPD export:
- CPD Dashboard → Export button
- CPD History → Export dropdown
- Profile → Data Export → CPD section
- Select Export Options
Choose what to export:
┌─────────────────────────────────────────────────────────────┐ │ Export CPD Records │ ├─────────────────────────────────────────────────────────────┤ │ │ │ Export Type: │ │ ○ Summary Report (totals by category and year) │ │ ● Detailed History (all individual records) │ │ ○ Compliance Statement (official declaration) │ │ │ │ Date Range: │ │ [Current Year (2025) ▼] │ │ Or custom: [Start Date] to [End Date] │ │ │ │ Categories: │ │ ☑ All Categories │ │ ☐ Technical Skills only │ │ ☐ Professional Development only │ │ │ │ Include: │ │ ☑ Approved records │ │ ☐ Pending records │ │ ☐ Rejected records │ │ │ │ Format: │ │ ○ PDF (formatted report) │ │ ● CSV (spreadsheet) │ │ ○ Excel (.xlsx) │ │ │ │ [Cancel] [Generate Export] │ └─────────────────────────────────────────────────────────────┘ - Generate Export
System generates export file:
- Processing indicator shown
- File generated server-side
- Download link provided
- Email copy (optional)
- Download File
Member downloads exported file:
- Direct browser download
- Or email with attachment
- Link valid for 24 hours
Export Formats
PDF Summary Report
Professional formatted document:
┌─────────────────────────────────────────────────────────────────┐
│ │
│ CPD SUMMARY REPORT │
│ │
│ Member: John Smith │
│ Membership #: MEM-12345 │
│ Period: January 1 - December 31, 2025 │
│ Generated: March 15, 2025 │
│ │
│ ───────────────────────────────────────────────────────── │
│ │
│ SUMMARY │
│ Total Points Earned: 32 │
│ Requirement: 40 points │
│ Status: In Progress (80%) │
│ │
│ BY CATEGORY │
│ ┌────────────────────┬──────────┬──────────┬─────────┐ │
│ │ Category │ Required │ Earned │ Status │ │
│ ├────────────────────┼──────────┼──────────┼─────────┤ │
│ │ Technical Skills │ 20 │ 16 │ 80% │ │
│ │ Professional Dev │ 10 │ 10 │ ✓ │ │
│ │ Ethics │ 10 │ 6 │ 60% │ │
│ └────────────────────┴──────────┴──────────┴─────────┘ │
│ │
│ Verified by: [Organization Name] │
│ Report ID: RPT-2025-12345 │
│ │
└─────────────────────────────────────────────────────────────────┘CSV Detailed Export
Spreadsheet format:
| Date | Activity | Provider | Category | Points | Source | Status | Certificate |
|---|---|---|---|---|---|---|---|
| 2025-03-15 | Leadership Course | Platform | Prof Dev | 8 | Course | Approved | CERT-123 |
| 2025-03-10 | Annual Conference | Platform | Technical | 6 | Event | Approved | CERT-122 |
| 2025-02-28 | Risk Workshop | External | Technical | 4 | Manual | Approved | - |
Compliance Statement
Official declaration document:
- Organization letterhead
- Member details
- CPD compliance status
- Period covered
- Digital signature/verification
- QR code for verification
Use Cases
| Use Case | Recommended Export |
|---|---|
| Annual compliance submission | PDF Compliance Statement |
| Personal records | CSV Detailed History |
| Employer verification | PDF Summary Report |
| License renewal | PDF Compliance Statement |
| Audit preparation | CSV with all records |
Related Entities
Related Journeys
Acceptance Criteria
Frontend
- Export button accessible from CPD section
- Export options modal/page
- Date range picker
- Format selection
- Category filter checkboxes
- Processing indicator
- Download link/button
- Error handling for failures
Backend
-
POST /api/member/cpd/export- Generate export -
GET /api/member/cpd/export/{id}- Download generated file - PDF generation service
- CSV/Excel generation
- Temporary file storage
Permissions
- Members can only export their own records
Business Rules
- Exports include only approved records by default
- Date range validation
- Export file named with member name and date
- Download links expire after 24 hours
Error Handling
- Large export timeout handling
- No records found message
- Generation failure with retry option