CPD Database

Setup

FormattingTo add you organisations logo to the file right click on the form, and select “Design View”

Then under “Design” on the top ribbon select “Insert Image”, find the relevant image and position it on the page

TablesIn order to fully utilise the CPD Database you will need to ensure that the relevant tables are all set up correctly, there are a number of ways to do this. You may need to save and close the database for some changes to take effect.

CPD LogThis table will be feed by the CPD form and will require minimal intervention; you may need to look at it from time to time in order to check data quality.

If you run group sessions, with group feedback it may also be useful to add these records through the CPD Log Table. If the first person fills out the CPD form as normal then goes into the CPD Log, they need to select the relevant record, right click and ‘Copy’.

Then go to the bottom of the file, Highlight the Row with (New) in the first box then paste in the record. You will need to delete the original name and add in the relevant person. This saves multiple people inputting the same information a number of times. Individuals can then find the relevant

CPD Database

form under their name and add in any personal feedback in addition to the group feedback if then desire.

Financial YearOur CPD log is monitored over a financial year, but you can chose to change this. To amend or add a financial year simply open the table and either type into the bottom line to add a new period or overtime the existing period to make changes.

Personal DetailsTo add a new person simply open the Personal Details form, complete and save. Just like the CPD form. You may need to close for database and reopen in order to find the person in the CPD form.

This method can be used for the initial set up or if you already have the information available then you can import multiple lines at once. Ensure that the data is in the same format in an Excel spread sheet, right click the top left hand corner of the Table and ‘Paste’.

Prof Status, Provider, Qualification, TypeThese fields are pre-set however you can add or amend this list in the same way as the “Financial Year”, simplify type into the blank line or over type one of the existing.

Prof Status ProviderNot StudyingQualifiedStudying

AATAACBPPCIFACIMAFSD/SSD

HFMAiCountKaplanNHSiOther

Qualification TypeAATACCACIFACIMA

DegreeN/AOther

AATACCACIFACIMAConferenceDelivering TrainingFace to Face Offsite

Face to Face OnsiteMaster classOnline LearningOtherShadowingWebinarWorkshop

CPD Database

User Notes

CPD Form

Creating and Searching forms:

You must fill in each of the 4 Finance Skills and Strengthens boxes in order to complete the form (even if this is just n/a)

Use the drop down options where applicable as this will feed the CPD Dashboard. If you need at add a new option then follow the steps above and add this to the source table (you will have to save and close the database for changes to take effect).

Press the Save button when you have finished entering your details

Adding EvidenceSave a folder in a Shared Drive under CPD with your name

In the Evidence box on the CPD form right click and select Hyperlink, then Edit Hyperlink

You can then include a link to the relevant file.

To create a new form

To move through forms

To search for your name

CPD Database

Personal Details Open the “Navigation Pane” with the Arrow buttons, and select the “Personal Details” form:

Search and create new records as per the notes above

Once you have created or updated a record save and close the form. You may need to close the database to update the “CPD Form”

Amending ListsOpen the “Navigation Pane” and select the relevant table

Overtype an existing entry or add a new entry at the bottom of the column

The 4 StrengthsThe 4 Strengths were developed by FFF and provide the basis to developing financial competencies, more information about what to include in each section can be found in the attachment:

FFF 4 Strengths.pdf

CPD Database

Example Form

CPD Database

DashboardThe attached document has notes on how to link a data table in Access to an Excel spread sheet. This can be used to create pivot tables and dashboards to report on CPD. An example of a CPD Dashboard is included below.

SuggestionsWhen building the dashboard it may be beneficial to include criteria to ensure the 4 strengths have been considered. For example, only bringing back records when all 4 boxes have been completed, even if this is just N/A. To do this, during the linked table process select the relevant field and apply criteria, as per below. You will need to do this for each field, and they will be highlighted in bold when the criteria are applied.

When creating the dashboard link the date into a pivot table and grate the relevant graphs/reports from this. The pivot table can be copied and paste without having to be re-linked each time.

Linked Table.pdf

CPD Database

Examples: Dashboard

CPD Database

In Addition to the general CPD dashboard we have also decided to report on:

CPD by person and type of course

An individual CPD summary