UJ-M-017: Export CPD Records

Member exports their CPD records for compliance reporting or personal records

Journey Overview

Attribute	Value
Journey ID	UJ-M-017
Actor	Member
Goal	Download CPD records for external use
Trigger	Member needs CPD documentation for compliance/reporting
Outcome	CPD records exported in desired format

Preconditions

• Member has CPD records in the system
• Export functionality enabled

Journey Flow

Detailed Steps

1. Access Export

   Member navigates to CPD export:

   • CPD Dashboard → Export button
   • CPD History → Export dropdown
   • Profile → Data Export → CPD section
2. Select Export Options

   Choose what to export:

   ┌─────────────────────────────────────────────────────────────┐
   │ Export CPD Records                                          │
   ├─────────────────────────────────────────────────────────────┤
   │                                                             │
   │ Export Type:                                                │
   │ ○ Summary Report (totals by category and year)              │
   │ ● Detailed History (all individual records)                 │
   │ ○ Compliance Statement (official declaration)               │
   │                                                             │
   │ Date Range:                                                 │
   │ [Current Year (2025) ▼]                                     │
   │ Or custom: [Start Date] to [End Date]                       │
   │                                                             │
   │ Categories:                                                 │
   │ ☑ All Categories                                            │
   │ ☐ Technical Skills only                                     │
   │ ☐ Professional Development only                             │
   │                                                             │
   │ Include:                                                    │
   │ ☑ Approved records                                          │
   │ ☐ Pending records                                           │
   │ ☐ Rejected records                                          │
   │                                                             │
   │ Format:                                                     │
   │ ○ PDF (formatted report)                                    │
   │ ● CSV (spreadsheet)                                         │
   │ ○ Excel (.xlsx)                                             │
   │                                                             │
   │ [Cancel]  [Generate Export]                                 │
   └─────────────────────────────────────────────────────────────┘
   
3. Generate Export

   System generates export file:

   • Processing indicator shown
   • File generated server-side
   • Download link provided
   • Email copy (optional)
4. Download File

   Member downloads exported file:

   • Direct browser download
   • Or email with attachment
   • Link valid for 24 hours

Export Formats

PDF Summary Report

Professional formatted document:

┌─────────────────────────────────────────────────────────────────┐
│                                                                 │
│             CPD SUMMARY REPORT                                  │
│                                                                 │
│   Member: John Smith                                            │
│   Membership #: MEM-12345                                       │
│   Period: January 1 - December 31, 2025                         │
│   Generated: March 15, 2025                                     │
│                                                                 │
│   ─────────────────────────────────────────────────────────     │
│                                                                 │
│   SUMMARY                                                       │
│   Total Points Earned: 32                                       │
│   Requirement: 40 points                                        │
│   Status: In Progress (80%)                                     │
│                                                                 │
│   BY CATEGORY                                                   │
│   ┌────────────────────┬──────────┬──────────┬─────────┐       │
│   │ Category           │ Required │ Earned   │ Status  │       │
│   ├────────────────────┼──────────┼──────────┼─────────┤       │
│   │ Technical Skills   │ 20       │ 16       │ 80%     │       │
│   │ Professional Dev   │ 10       │ 10       │ ✓       │       │
│   │ Ethics             │ 10       │ 6        │ 60%     │       │
│   └────────────────────┴──────────┴──────────┴─────────┘       │
│                                                                 │
│   Verified by: [Organization Name]                              │
│   Report ID: RPT-2025-12345                                     │
│                                                                 │
└─────────────────────────────────────────────────────────────────┘

CSV Detailed Export

Spreadsheet format:

Date	Activity	Provider	Category	Points	Source	Status	Certificate
2025-03-15	Leadership Course	Platform	Prof Dev	8	Course	Approved	CERT-123
2025-03-10	Annual Conference	Platform	Technical	6	Event	Approved	CERT-122
2025-02-28	Risk Workshop	External	Technical	4	Manual	Approved	-

Compliance Statement

Official declaration document:

• Organization letterhead
• Member details
• CPD compliance status
• Period covered
• Digital signature/verification
• QR code for verification

Use Cases

Use Case	Recommended Export
Annual compliance submission	PDF Compliance Statement
Personal records	CSV Detailed History
Employer verification	PDF Summary Report
License renewal	PDF Compliance Statement
Audit preparation	CSV with all records

Related Entities

• CPD Record

Related Journeys

• UJ-M-015
• UJ-M-029

Acceptance Criteria

Frontend

• Export button accessible from CPD section
• Export options modal/page
• Date range picker
• Format selection
• Category filter checkboxes
• Processing indicator
• Download link/button
• Error handling for failures

Backend

• POST /api/member/cpd/export - Generate export
• GET /api/member/cpd/export/{id} - Download generated file
• PDF generation service
• CSV/Excel generation
• Temporary file storage

Permissions

• Members can only export their own records

Business Rules

• Exports include only approved records by default
• Date range validation
• Export file named with member name and date
• Download links expire after 24 hours

Error Handling

• Large export timeout handling
• No records found message
• Generation failure with retry option