Add activities to a PD plan

As an administrator or personnel manager, you can add and track activities to a staff member’s professional development plan (PDPClosed Professional Development Plan) in the Personnel view. Activities are courses that staff members take to earn credits that translate to earned PDPs, or activities that count as electives.

Note: Most activities are added when a staff member submits an activity request workflow, and a personnel manager or administrator approves the request.

To manually add activities:

  1. Log on to the Personnel view.
  2. Click the PD Plans tab.
  3. Select the staff member you want to add an activity for.
  4. Click the Activities side-tab. A list of that staff member’s activities appears.
  5. To add a new activity, on the Options menu, click Add. The New PD Activity page appears.
  6. At the PD Course Identifier field, click to select the activity. Its information from the course appears in the appropriate fields.

  1. In the middle of the page, enter the following information:
  2. Field Description

    Start Date

    Type or click Select Date icon. to select the date the staff member began the activity.

    Date completed

    Type or click Select Date icon. to select the date the staff member completed the activity.

    Grade

    Select the grade earned, if applicable.

    Credit

    Type the number of credits earned.

    Content points

    Type the number of points that count toward the staff member's content area.

    Pedagogy points

    Type the number of points that count toward pedagogy points.

    Other points

    Type the number of any other type of points the staff member earned.

    Status

    Select one of the following to determine the status of the activity on the plan:

    • Completed
    • Approved
    • Dropped

    Is primary

    Select this checkbox if this activity earned points towards the staff member’s primary re-certification.
  1. To align this activity to one or more of the staff member’s action plans, click Add below the Aligned Action Plans box. A magnifying glass appears.
  2. Click to select the action plan. Click OK to align this action plan to the activity.
  3. Click Save.
  4. Click the Verifications sub-tab to track the documents or data you have as proof of performance or completion of the activity. On this tab, click Add. At the Type field, select one of the following:
    • Activity log
    • Certificate
    • Letter
    • Other documentation
    • Transcript

    Then, click to select the staff member or administrator who approved the verification.

  1. Click the Approvals sub-tab to track when an administrator or staff member approves the staff member’s participation in the activity. On this tab, click Add. Type or click Select Date icon. to select the date of the approval, then select if it was Approved or Not Approved. Click to select the staff member who approved the activity.
  2. Click Save to save the information on each sub-tab.