CPD & Development

How to Manage CPD Records

A CPD record is a structured log of continuing professional development activity, its relevance, any hours or category used, reflection and supporting evidence. It should help staff evidence development and help managers review progress without pretending that one CPD model applies to every profession.

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SkillProof professional registration records showing renewal dates and status using safe demo data.

A real SkillProof product view, shown with safe demo data, related to the record workflow covered in this guide.

When this guide needs a shared, current workspace rather than a template or manual process, use the linked SkillProof workflow to keep records, evidence and follow-up connected.

See CPD Tracking

In this guide

The route through the record

Capture useful CPD detail

Link evidence and review status

Connect CPD to development actions

Capture useful CPD detail

Record enough information to understand the activity: date, category, description, evidence status and any follow-up action.

Avoid turning CPD into a long form that staff stop using. Ask for a short account of what changed or what the person will do differently when reflection is relevant.

  • Activity date and learning purpose
  • Activity or learning description
  • Category and hours where the relevant rules use them
  • Reflection or learning outcome
  • Evidence reference and status
  • Review status and reviewer
  • Development action, owner and due date

Connect CPD to development actions

CPD often links to appraisals, supervision or professional registration requirements.

Keep the staff member responsible for meeting their professional body's rules. An employer tracker can support the process, but it should not imply that a regulator has accepted the evidence.

SkillProof keeps CPD records in the Development area alongside appraisals and development actions.

Example

Worked CPD record

The record should explain why the activity mattered, what was learned and what happens next, not only count hours.

Field

Learning purpose

Example

Improve the consistency of client review notes.

Review question

Is the purpose relevant to the person's role?

Field

Activity

Example

Two-hour external workshop on structured review records.

Review question

Is the activity described clearly enough?

Field

Reflection

Example

Use the new checklist in the next supervised review.

Review question

Does the reflection show learning or intended change?

Field

Evidence

Example

Certificate reference and workshop agenda supplied.

Review question

Does the evidence support the recorded activity?

Field

Review status

Example

Awaiting review by the practice manager.

Review question

Who can accept or return the entry?

Field

Development action

Example

Apply the checklist in one observed review by 15 August.

Review question

Is there an owner and due date?

Official guidance used for this guide

Checked

CPD requirements vary by profession. These examples show why the activity, relevance, reflection and supporting evidence may all matter; staff should follow their own regulator's current rules.

Questions this guide answers

What should a CPD record include?

Include the activity, date, learning purpose, relevant category or hours, reflection where required, supporting evidence, review status and any follow-up action. Use the fields required by the person's professional body rather than a generic universal template.

Is a certificate enough evidence of CPD?

Not always. A certificate may show attendance, but some CPD models also expect relevance, reflection, learning outcomes or evidence of changed practice. Follow the current rules of the relevant professional body.

How long should CPD records be kept?

Retention periods vary by profession and organisational purpose. Follow the relevant professional body's current requirements and your organisation's retention policy, and do not keep personal data for longer than you can justify.

Next step

Use this guide with your own records.

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