> ## Documentation Index
> Fetch the complete documentation index at: https://memberpulseptyltd.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# UJ-M-016: Log External CPD Activity

> Member manually logs CPD points from external activities and submits for approval

## Journey Overview

| Attribute      | Value                                              |
| -------------- | -------------------------------------------------- |
| **Journey ID** | UJ-M-016                                           |
| **Actor**      | Member                                             |
| **Goal**       | Record CPD points earned from external activities  |
| **Trigger**    | Member completes external professional development |
| **Outcome**    | CPD record submitted and pending/approved          |

## Preconditions

* Member has active membership
* CPD tracking enabled
* Manual CPD logging allowed by organization

## Journey Flow

```mermaid theme={null}
flowchart TD
    A[Complete external activity] --> B[Navigate to CPD]
    B --> C[Click Log Activity]
    C --> D[Select category]
    D --> E[Enter activity details]
    E --> F[Upload evidence]
    F --> G[Submit for approval]
    G --> H{Auto-approve?}
    H -->|Yes| I[Points awarded immediately]
    H -->|No| J[Pending admin review]
    J --> K{Admin decision}
    K -->|Approved| L[Points awarded]
    K -->|Rejected| M[Rejection notice sent]
    I --> N[CPD updated]
    L --> N
```

## Detailed Steps

<Steps>
  <Step title="Access CPD Logging">
    Member navigates to log new activity:

    * CPD Dashboard → "Log Activity" button
    * CPD History → "+ Add Activity"
    * Quick action from dashboard
  </Step>

  <Step title="Select CPD Category">
    Choose category for the activity:

    | Category                 | Description                | Max Points |
    | ------------------------ | -------------------------- | ---------- |
    | Technical Skills         | Industry-specific training | 20/year    |
    | Professional Development | Leadership, management     | 15/year    |
    | Ethics & Compliance      | Regulatory, ethics         | 10/year    |
    | Research & Publications  | Writing, presenting        | 10/year    |
    | Mentoring                | Teaching others            | 5/year     |

    *Categories vary by organization*
  </Step>

  <Step title="Enter Activity Details">
    Complete the activity form:

    | Field              | Type     | Required     | Description                        |
    | ------------------ | -------- | ------------ | ---------------------------------- |
    | Activity Title     | Text     | Yes          | Name of course/event/activity      |
    | Provider           | Text     | Yes          | Organization that delivered it     |
    | Activity Date      | Date     | Yes          | When completed                     |
    | Description        | Textarea | Yes          | What you learned                   |
    | CPD Points Claimed | Number   | Yes          | Points to be awarded               |
    | Duration (hours)   | Number   | Configurable | Time spent                         |
    | Activity Type      | Select   | Yes          | Course, Conference, Workshop, etc. |
    | External Reference | Text     | No           | Certificate ID, URL, etc.          |
  </Step>

  <Step title="Upload Evidence">
    Attach supporting documentation:

    **Accepted Evidence:**

    * Certificate of completion (PDF, image)
    * Attendance confirmation email
    * Conference badge/registration
    * Course transcript
    * Provider confirmation letter

    **Upload Requirements:**

    * File types: PDF, JPG, PNG
    * Max size: 10MB per file
    * Multiple files allowed
    * Clear, legible documents
  </Step>

  <Step title="Review and Submit">
    Review submission before submitting:

    ```
    ┌─────────────────────────────────────────────────────────────┐
    │ Review Your Submission                                      │
    ├─────────────────────────────────────────────────────────────┤
    │                                                             │
    │ Activity: Risk Management Workshop                          │
    │ Provider: External Training Co.                             │
    │ Date: March 1, 2025                                         │
    │ Category: Technical Skills                                  │
    │ Points Claimed: 4                                           │
    │ Duration: 4 hours                                           │
    │                                                             │
    │ Evidence: certificate.pdf (attached)                        │
    │                                                             │
    │ ⚠️ This submission will be reviewed by an administrator.    │
    │    You'll be notified once approved.                        │
    │                                                             │
    │ [Edit]  [Submit for Approval]                               │
    └─────────────────────────────────────────────────────────────┘
    ```
  </Step>

  <Step title="Approval Process">
    After submission:

    **If Auto-Approval Enabled:**

    * Points awarded immediately
    * Confirmation notification sent
    * Appears in CPD history as approved

    **If Manual Approval Required:**

    * Status set to "Pending Review"
    * Admin notified of submission
    * Member can track status
    * Typical review time: 3-5 business days
  </Step>

  <Step title="Receive Decision">
    Admin reviews and decides:

    **Approved:**

    * Points added to member's total
    * Email confirmation sent
    * Certificate generated (if configured)

    **Rejected:**

    * Email with rejection reason
    * Option to resubmit with corrections
    * Common reasons:
      * Insufficient evidence
      * Activity not eligible
      * Duplicate submission
      * Points overclaimed
  </Step>
</Steps>

## CPD Activity Types

| Type         | Description             | Typical Points   |
| ------------ | ----------------------- | ---------------- |
| Conference   | Industry conferences    | 1 point/hour     |
| Workshop     | Hands-on training       | 1 point/hour     |
| Webinar      | Online presentations    | 0.5-1 point/hour |
| Self-Study   | Books, articles         | 0.5 point/hour   |
| Mentoring    | Teaching/coaching       | 1 point/hour     |
| Publication  | Writing articles        | 2-5 points       |
| Presentation | Speaking at events      | 2-3 points       |
| Committee    | Industry committee work | Variable         |

## Evidence Guidelines

**Good Evidence:**

* Official certificate with name and date
* Provider letterhead confirmation
* Registration receipt with details
* Signed attendance sheet

**Insufficient Evidence:**

* Screenshots without context
* Self-declarations only
* Incomplete documents
* Illegible scans

## Pending Submissions

Members can track pending submissions:

```
┌─────────────────────────────────────────────────────────────┐
│ Pending CPD Submissions                                     │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│ Risk Management Workshop                                    │
│ Submitted: March 5, 2025 | Points: 4                        │
│ Status: ⏳ Pending Review                                   │
│ [View] [Edit] [Withdraw]                                    │
│                                                             │
│ Leadership Seminar                                          │
│ Submitted: March 3, 2025 | Points: 2                        │
│ Status: ⏳ Under Review                                     │
│ [View]                                                      │
│                                                             │
└─────────────────────────────────────────────────────────────┘
```

## Related Entities

* [`CPD Record`](/entities/core/cpd-record)
* [`CPD Category`](/entities/core/cpd-category)

## Related Journeys

* [UJ-M-015](/member/journeys/track-cpd)
* [UJ-M-017](/member/journeys/export-cpd)

## Acceptance Criteria

### Frontend

* [ ] Log activity form with all fields
* [ ] Category dropdown with descriptions
* [ ] File upload with preview
* [ ] Form validation before submit
* [ ] Review screen before final submission
* [ ] Pending submissions list
* [ ] Edit/withdraw pending submissions
* [ ] Status tracking interface

### Backend

* [ ] `POST /api/member/cpd/records` - Create submission
* [ ] `PUT /api/member/cpd/records/{id}` - Edit pending
* [ ] `DELETE /api/member/cpd/records/{id}` - Withdraw
* [ ] `POST /api/member/cpd/records/{id}/evidence` - Upload files
* [ ] File storage for evidence documents

### Permissions

* [ ] Members can only manage their own submissions
* [ ] Cannot edit after approval

### Business Rules

* [ ] Category point limits enforced
* [ ] Evidence required (configurable)
* [ ] Duplicate detection (same activity/date)
* [ ] Points validated against activity type

### Error Handling

* [ ] File upload failure recovery
* [ ] Validation error messages
* [ ] Network error with draft save