How To Bulk Upload External CPD

• Log into your school manager account
• Click on ‘Admin’ shown on the landing page at the top to the right of your profile icon
• Select the Manage CPD filter to the left of the screen and click External CPD
• Here you can download the template and fill in the details of the external CPD, following the format in the example download.
• Please do not edit any of the headers in row 1 or change the format of the csv file, or it will not upload correctly. 
• Ensure you make sure that all email addresses you are including in the file are the email addresses of users who exist on the system- or the upload will not work.

• Save the file as a CSV, and then click on 'Upload CSV File'. Choose your file.
• When you're happy, click to upload your records.
• You can run reports on your External CPD by going to the ' Report' filter found through Admin, select Reports filter to the left of the screen and click ‘CPD Reports’
• Use the 'CPD Type’ filter drop down- and choose 'External CPD'.
• From here you can access the External CPD by hoovering over the filter shown as Actions – this will then offer you the option to ‘View External CPD Report’.
• Once you have clicked ‘View External CPD Report’ a new screen will now give you option to filter down the report by User Group or even Status filter, once you have selected as needed click export you will then be sent an e-mail with a download link when your export is completed.