MyCIMA

CPD Planner

Replies : 1
Keywords: CPD, help, plan, planner

I wonder if someone could help me with the below please?

I moved roles in the new year, and am looking to update my CPD Planner (I use the online CIMA one), but was wondering how to 'transfer' the Actions in the Action Plan over to the new role without having to go through the whole category selection/sliders/planning etc. process.

Essentially, i would like to have one 'Role' specific to the job I've just left, one specific to the role I'm now in, and one general, career- (or industry-) related one.  So at the moment, all my planning is in the 'Old job' Role, and I would like to transfer (Cut) most of the Actions out of this one into a generic 'Career' Role (Paste), and then add some more into a 'New position' Role (happy to start from the beginning in the latter as it's a new job).

The reason I would like to do this is so that I have separate records of my previous development requirements/achievements, current development needs, and overall industry-specific development information.

I would be grateful for any thoughts or ideas anyone could offer please - especially from CIMA CPD Admin/Help if possible?

Thanks,

Jeremy

CPD Planner

Hi Jeremy

The structure you're suggesting makes perfect sense but I'm afraid it's not possible to transfer information from one role to another.

You will need to create the additional roles, select the relevant aspects, competencies etc manually. 

Take care not to delete any role or activity until you are sure you've captured all the information you need. Note: if you delete an 'aspect' you delete everything attached to it. 

You are welcome to message me directly if you have difficulties. 

Best wishes

Claire Morton

CIMAsphere moderator