Member PortalJourneys
UJ-M-015: Track CPD Progress
Member monitors their CPD points and compliance status
Journey Overview
| Attribute | Value |
|---|---|
| Journey ID | UJ-M-015 |
| Actor | Member |
| Goal | Monitor CPD progress toward requirements |
| Trigger | Member wants to check CPD status |
| Outcome | Member understands their CPD position and compliance |
Preconditions
- Member has active membership
- CPD tracking enabled for organization
- CPD requirements configured
Journey Flow
flowchart TD
A[Navigate to CPD] --> B[View CPD Dashboard]
B --> C[Check overall progress]
C --> D{View details?}
D -->|Summary| E[Review totals by category]
D -->|History| F[Browse CPD records]
D -->|Requirements| G[View requirements breakdown]
E --> H{Need more points?}
F --> H
G --> H
H -->|Yes| I[Find CPD opportunities]
H -->|No| J[Compliance confirmed]
I --> K[Register for events/courses]Detailed Steps
- Access CPD Dashboard
Member navigates to CPD section:
- Member Portal → CPD menu
- Dashboard → CPD widget click-through
- Profile → CPD tab
- View Summary Dashboard
CPD dashboard overview:
┌─────────────────────────────────────────────────────────────┐ │ CPD Dashboard - 2025 │ ├─────────────────────────────────────────────────────────────┤ │ │ │ TOTAL PROGRESS STATUS │ │ ┌──────────────────┐ ┌────────────────┐ │ │ │ [██████████░░░░] │ │ ✅ ON TRACK │ │ │ │ 32 / 40 points │ │ │ │ │ │ 80% │ │ 8 points │ │ │ └──────────────────┘ │ remaining │ │ │ └────────────────┘ │ │ │ │ BY CATEGORY │ │ ┌─────────────────────────────────────────────────────┐ │ │ │ Technical Skills ████████░░ 16/20 pts │ │ │ │ Professional Dev ██████████ 10/10 pts ✅ │ │ │ │ Ethics & Compliance ██████░░░░ 6/10 pts │ │ │ └─────────────────────────────────────────────────────┘ │ │ │ │ DEADLINE: December 31, 2025 (285 days remaining) │ │ │ └─────────────────────────────────────────────────────────────┘ - Review Requirements
Requirements breakdown:
Category Required Earned Status Technical Skills 20 16 4 needed Professional Development 10 10 ✅ Complete Ethics & Compliance 10 6 4 needed Total 40 32 8 needed Notes:
- Some categories have minimum requirements
- Excess points may or may not carry over
- Deadline clearly displayed
- Browse CPD History
View all CPD records:
┌─────────────────────────────────────────────────────────────┐ │ CPD History │ ├─────────────────────────────────────────────────────────────┤ │ Filter: [All Categories ▼] [2025 ▼] [All Sources ▼] │ ├─────────────────────────────────────────────────────────────┤ │ │ │ Mar 15, 2025 │ │ ┌─────────────────────────────────────────────────────────┐ │ │ │ 📚 Advanced Leadership Course │ │ │ │ Source: Course | Category: Professional Dev │ │ │ │ Points: 8 | Status: ✅ Approved │ │ │ │ [View Certificate] │ │ │ └─────────────────────────────────────────────────────────┘ │ │ │ │ Mar 10, 2025 │ │ ┌─────────────────────────────────────────────────────────┐ │ │ │ 🎫 Annual Conference 2025 │ │ │ │ Source: Event | Category: Technical Skills │ │ │ │ Points: 6 | Status: ✅ Approved │ │ │ │ [View Certificate] │ │ │ └─────────────────────────────────────────────────────────┘ │ │ │ │ Feb 28, 2025 │ │ ┌─────────────────────────────────────────────────────────┐ │ │ │ 📝 External Workshop - Risk Management │ │ │ │ Source: Manual | Category: Technical Skills │ │ │ │ Points: 4 | Status: ⏳ Pending Approval │ │ │ │ [View Details] │ │ │ └─────────────────────────────────────────────────────────┘ │ │ │ │ [Load More] │ └─────────────────────────────────────────────────────────────┘ - Filter and Search
Filter options:
By Category:
- All categories
- Specific CPD category
By Year:
- Current year
- Previous years
- Custom date range
By Source:
- Events (auto-awarded)
- Courses (auto-awarded)
- Manual submissions
- External activities
By Status:
- Approved
- Pending
- Rejected
- View Record Details
Click into individual record:
Field Value Activity Annual Conference 2025 Date March 10, 2025 Source Event Attendance Category Technical Skills Points 6 Status Approved Certificate [Download] Evidence Attendance record Approved By System (auto) Approved On March 10, 2025 - Find CPD Opportunities
If needing more points:
Quick Links:
- Upcoming events with CPD points
- Courses with CPD certification
- Log external CPD activity
Recommendations:
- Suggested based on categories needed
- Filtered by deadline feasibility
- Sorted by points per effort
CPD Compliance Statuses
| Status | Description | Visual |
|---|---|---|
| Complete | Met all requirements | ✅ Green badge |
| On Track | Projected to complete | 🟢 Green progress |
| At Risk | Falling behind pace | 🟡 Yellow warning |
| Behind | Unlikely to meet deadline | 🔴 Red alert |
| Overdue | Deadline passed, incomplete | ❌ Non-compliant |
Notifications
Members receive alerts:
| Trigger | Notification |
|---|---|
| Points earned | "You earned X CPD points" |
| Category complete | "You've met Technical Skills requirements" |
| 90 days to deadline | "Reminder: X points needed by deadline" |
| 30 days to deadline | "Urgent: Complete CPD by [date]" |
| Non-compliant | "Action required: CPD requirements not met" |
Related Entities
Related Journeys
Acceptance Criteria
Frontend
- CPD dashboard with visual progress
- Progress bars per category
- Compliance status indicator
- CPD history list with filters
- Record detail view
- Certificate download links
- CPD opportunities section
- Mobile-responsive design
Backend
-
GET /api/member/cpd/summary- Dashboard data -
GET /api/member/cpd/records- CPD history -
GET /api/member/cpd/records/{id}- Record details -
GET /api/member/cpd/requirements- Requirements config -
GET /api/member/cpd/opportunities- Suggested activities
Permissions
- Members can only view their own CPD data
Business Rules
- Progress calculated against current period
- Category minimums enforced
- Auto-awarded points appear immediately
- Pending points shown but not counted
Error Handling
- Empty state for no CPD records
- Clear message if CPD not enabled