UJ-M-015: Track CPD Progress

Member monitors their CPD points and compliance status

Journey Overview

Attribute	Value
Journey ID	UJ-M-015
Actor	Member
Goal	Monitor CPD progress toward requirements
Trigger	Member wants to check CPD status
Outcome	Member understands their CPD position and compliance

Preconditions

• Member has active membership
• CPD tracking enabled for organization
• CPD requirements configured

Journey Flow

Detailed Steps

1. Access CPD Dashboard

   Member navigates to CPD section:

   • Member Portal → CPD menu
   • Dashboard → CPD widget click-through
   • Profile → CPD tab
2. View Summary Dashboard

   CPD dashboard overview:

   ┌─────────────────────────────────────────────────────────────┐
   │ CPD Dashboard - 2025                                        │
   ├─────────────────────────────────────────────────────────────┤
   │                                                             │
   │   TOTAL PROGRESS                     STATUS                 │
   │   ┌──────────────────┐               ┌────────────────┐     │
   │   │ [██████████░░░░] │               │ ✅ ON TRACK    │     │
   │   │   32 / 40 points │               │                │     │
   │   │      80%         │               │ 8 points       │     │
   │   └──────────────────┘               │ remaining      │     │
   │                                      └────────────────┘     │
   │                                                             │
   │   BY CATEGORY                                               │
   │   ┌─────────────────────────────────────────────────────┐   │
   │   │ Technical Skills      ████████░░  16/20 pts         │   │
   │   │ Professional Dev      ██████████  10/10 pts  ✅     │   │
   │   │ Ethics & Compliance   ██████░░░░   6/10 pts         │   │
   │   └─────────────────────────────────────────────────────┘   │
   │                                                             │
   │   DEADLINE: December 31, 2025 (285 days remaining)          │
   │                                                             │
   └─────────────────────────────────────────────────────────────┘
   
3. Review Requirements

   Requirements breakdown:

   Category	Required	Earned	Status
   Technical Skills	20	16	4 needed
   Professional Development	10	10	✅ Complete
   Ethics & Compliance	10	6	4 needed
   Total	40	32	8 needed

   Notes:

   • Some categories have minimum requirements
   • Excess points may or may not carry over
   • Deadline clearly displayed
4. Browse CPD History

   View all CPD records:

   ┌─────────────────────────────────────────────────────────────┐
   │ CPD History                                                 │
   ├─────────────────────────────────────────────────────────────┤
   │ Filter: [All Categories ▼] [2025 ▼] [All Sources ▼]        │
   ├─────────────────────────────────────────────────────────────┤
   │                                                             │
   │ Mar 15, 2025                                                │
   │ ┌─────────────────────────────────────────────────────────┐ │
   │ │ 📚 Advanced Leadership Course                           │ │
   │ │ Source: Course | Category: Professional Dev             │ │
   │ │ Points: 8 | Status: ✅ Approved                         │ │
   │ │ [View Certificate]                                      │ │
   │ └─────────────────────────────────────────────────────────┘ │
   │                                                             │
   │ Mar 10, 2025                                                │
   │ ┌─────────────────────────────────────────────────────────┐ │
   │ │ 🎫 Annual Conference 2025                               │ │
   │ │ Source: Event | Category: Technical Skills              │ │
   │ │ Points: 6 | Status: ✅ Approved                         │ │
   │ │ [View Certificate]                                      │ │
   │ └─────────────────────────────────────────────────────────┘ │
   │                                                             │
   │ Feb 28, 2025                                                │
   │ ┌─────────────────────────────────────────────────────────┐ │
   │ │ 📝 External Workshop - Risk Management                  │ │
   │ │ Source: Manual | Category: Technical Skills             │ │
   │ │ Points: 4 | Status: ⏳ Pending Approval                 │ │
   │ │ [View Details]                                          │ │
   │ └─────────────────────────────────────────────────────────┘ │
   │                                                             │
   │ [Load More]                                                 │
   └─────────────────────────────────────────────────────────────┘
   
5. Filter and Search

   Filter options:

   By Category:

   • All categories
   • Specific CPD category

   By Year:

   • Current year
   • Previous years
   • Custom date range

   By Source:

   • Events (auto-awarded)
   • Courses (auto-awarded)
   • Manual submissions
   • External activities

   By Status:

   • Approved
   • Pending
   • Rejected
6. View Record Details

   Click into individual record:

   Field	Value
   Activity	Annual Conference 2025
   Date	March 10, 2025
   Source	Event Attendance
   Category	Technical Skills
   Points	6
   Status	Approved
   Certificate	[Download]
   Evidence	Attendance record
   Approved By	System (auto)
   Approved On	March 10, 2025

7. Find CPD Opportunities

   If needing more points:

   Quick Links:

   • Upcoming events with CPD points
   • Courses with CPD certification
   • Log external CPD activity

   Recommendations:

   • Suggested based on categories needed
   • Filtered by deadline feasibility
   • Sorted by points per effort

CPD Compliance Statuses

Status	Description	Visual
Complete	Met all requirements	✅ Green badge
On Track	Projected to complete	🟢 Green progress
At Risk	Falling behind pace	🟡 Yellow warning
Behind	Unlikely to meet deadline	🔴 Red alert
Overdue	Deadline passed, incomplete	❌ Non-compliant

Notifications

Members receive alerts:

Trigger	Notification
Points earned	”You earned X CPD points”
Category complete	”You’ve met Technical Skills requirements”
90 days to deadline	”Reminder: X points needed by deadline”
30 days to deadline	”Urgent: Complete CPD by [date]“
Non-compliant	”Action required: CPD requirements not met”

Related Entities

• CPD Record
• CPD Category

Related Journeys

• UJ-M-016
• UJ-M-017
• UJ-M-014

Acceptance Criteria

Frontend

• CPD dashboard with visual progress
• Progress bars per category
• Compliance status indicator
• CPD history list with filters
• Record detail view
• Certificate download links
• CPD opportunities section
• Mobile-responsive design

Backend

• GET /api/member/cpd/summary - Dashboard data
• GET /api/member/cpd/records - CPD history
• GET /api/member/cpd/records/{id} - Record details
• GET /api/member/cpd/requirements - Requirements config
• GET /api/member/cpd/opportunities - Suggested activities

Permissions

• Members can only view their own CPD data

Business Rules

• Progress calculated against current period
• Category minimums enforced
• Auto-awarded points appear immediately
• Pending points shown but not counted

Error Handling

• Empty state for no CPD records
• Clear message if CPD not enabled