Using the colleagues section in CPD

To add a new colleague to CPD:

• log into CPD
• underneath the WCC logo, in the black toolbar, click on the word colleagues
• click on add colleague, complete all the fields and press save

Adding a new colleague via a course 

To add a new colleague via a course:

• log into CPD
• find the course and select the date they wish to be booked onto
• once through to step 5 (point of selecting the delegate name the course is for)
• there is a green button at the top of page “add new colleague”
• click on this green button and complete all the fields required and press save
• delegate name will automatically appear within the list of names that can be selected, as well as added into your colleague list

To update details in CPD:

• log into CPD
• underneath the WCC logo, in the black toolbar, click on the word colleagues
• a list of colleagues will appear - find the name of the person you wish to update or amend
• click view record
• once the profile opens all fields in section 1 can be updated – name, email address, contact number and dietary requirements 

To remove a colleague that no longer works for the school, setting or governing board:

• log into CPD
• underneath the WCF logo, in the black toolbar, click on the word colleagues
• find the colleague by doing a search for their name
• once found simply click “unlink colleague”
• this will then remove them from your colleague list

Once you have logged into CPD there are now two ways to view training booked for colleagues:

Method 1: via the colleagues tab:

• underneath the WCC logo, in the black toolbar, click on the word colleagues
• a list of colleagues will appear - find the name of the person you wish to check
• click view record
• once the profile opens find section 2 called Course Details and this will list all training linked to the delegate under several headings – Booked, Waiting List, Attended, Cancelled, Did not attend and All
• by clicking on any of the individual headings, you will then see a list of training falls into this section
• for the training section called booked you will also be able to expand the cross to see the joining instructions for each course (this only applies to virtual courses)
• for any courses listed under section called Attended – you can now have certificates re-sent

Method 2: via the full staff training report:

• underneath the WCC logo, in the black toolbar, click on the word reports
• then click on the word “full staff training report”
• then select the school, setting or governing board you are looking at and press export to Excel
• the Excel document produced will be split into tabs - Booked, Waiting List, Attended, Cancelled, Did not attend and All
• if you then need to cancel any courses or re-request certificates this would need to be done via the colleagues tab