BDA CPD APP USER GUIDE · 2018. 11. 20. · area. The Member ID for the CPD App is your BDAA...

7
BDA CPD APP USER GUIDE

Transcript of BDA CPD APP USER GUIDE · 2018. 11. 20. · area. The Member ID for the CPD App is your BDAA...

Page 1: BDA CPD APP USER GUIDE · 2018. 11. 20. · area. The Member ID for the CPD App is your BDAA membership number. 5. Now you can login with your BDAA Member ID you just created. It

BDA CPD APP USER GUIDE

Page 2: BDA CPD APP USER GUIDE · 2018. 11. 20. · area. The Member ID for the CPD App is your BDAA membership number. 5. Now you can login with your BDAA Member ID you just created. It

2

Download and Install CPD App

To Install the BDA CPD App on your phone, follow the steps below.

1. Ensure your phone is connected to Wi-Fi or your mobile data is turned on.

2. Go to Google Play Store or the Apple App Store and search for BDA CPD.

3. Select the BDA CPD App from the search results.

4. Select ‘Install’

5. If prompted you will need to enter your Google or Apple account username and password.

6. Once the CPD App has downloaded and installed you are ready to create your user for the CPD App.

7. An email account must also be setup on your phone to submit your annual CPD report, email yourself backups and draft reports.

Create a User

1. Start the CPD App by touching the icon.

2. At the login screen touch on ‘New User?’

3. Enter the ‘New Member Code’ BDAjf2M (case sensitive). Touch ‘Submit’.

4. Enter all of your details into the member details area. The Member ID for the CPD App is your BDAA membership number.

5. Now you can login with your BDAA Member ID you just created.

It is recommended that this user guide is read completely prior to installation. To backup the

CPD app and submit your annual report an email account must be setup on your phone.

1 2

Page 3: BDA CPD APP USER GUIDE · 2018. 11. 20. · area. The Member ID for the CPD App is your BDAA membership number. 5. Now you can login with your BDAA Member ID you just created. It

3

Home Menu View/Edit CPD Activity

To view your CPD activity, touch on the Home menu. A total of your points for the current reporting period along with all your CPD activities will be shown.

To Edit, touch on an activity to open. Make the changes necessary and touch ‘Submit’ to save your changes.

View My CPD Activity

Add new CPD Activity

CPD Points Summary

Scan QR Code to add CPD

About BDA CPD Program

Update ‘My Details’

Draft Annual Summary or Submit Annual Summary

Create backup of CPD activity

3 4

Page 4: BDA CPD APP USER GUIDE · 2018. 11. 20. · area. The Member ID for the CPD App is your BDAA membership number. 5. Now you can login with your BDAA Member ID you just created. It

4

Add CPD Activity

To add a CPD activity, first touch on the Home menu and then select an activity from the list. Then select one of the categories that best fits your CPD activity. Next enter a description and date, then touch ‘Submit’ to save your CPD activity.

1. Select a CPD Activity

2. Select the relating category

Add CPD Activity with QR Code

The scan QR code function is a very easy way to add an activity to the CPD app. The QR codes will look similar to the one shown below. You can open the scanner by touching on the Home screen and then scan the code to automatically add an activity to the CPD app.

5 6

Page 5: BDA CPD APP USER GUIDE · 2018. 11. 20. · area. The Member ID for the CPD App is your BDAA membership number. 5. Now you can login with your BDAA Member ID you just created. It

5

Backup

Note: You will need an email app set up on your phone for the backup to work.

To email a backup of all the CPD activities entered into the app, touch on the Home menu and confirm the email address you would like to send it to. A csv file will be attached which can be opened in numerous applications including notepad, microsoft excel.

View/Email Draft Annual Summary

Note: You will need an email app set up on your phone to email your draft Annual Report.

To view a draft of the CPD Annual Summary Report touch on the Home menu. To email a draft of the CPD Annual Summary Report touch ‘close’ or the back arrow and touch ‘Email Draft’, confirm email address and send. If you do not want to email the report simply touch ‘Cancel’ to return to the Home menu.

7 8

9

Delete CPD Activity

To delete an activity first touch on the Home Menu to display the list of your CPD activities, then you can touch the X next to the activity to delete.

Touch the X to delete that CPD activity

Page 6: BDA CPD APP USER GUIDE · 2018. 11. 20. · area. The Member ID for the CPD App is your BDAA membership number. 5. Now you can login with your BDAA Member ID you just created. It

6

Submit CPD Annual Summary

Note: You will need an email app set up on your phone to submit your Annual Report.

To view the CPD Annual Summary Report touch on the Home menu.

To submit the CPD Annual Summary Report touch ‘close’ or the back arrow and touch the tick for the ‘Do you declare that this report is true and correct?’ and then touch ‘Submit Annual CPD’, confirm email address for BDA CPD and send.

Change Reporting Period

If you need to update activities from a different reporting period, then touch on the Home menu to open ‘My Details’. Touch the reporting period to select the different period you need. Move down the screen and touch ‘Submit’. The app is now displaying this reporting period so return to the Home menu and touch to display the CPD activities for this reporting period. Reporting periods are from 1 July until 30 June.

10 11

Touch the reporting period to select from list.

Page 7: BDA CPD APP USER GUIDE · 2018. 11. 20. · area. The Member ID for the CPD App is your BDAA membership number. 5. Now you can login with your BDAA Member ID you just created. It

7

Points/Submission Summary

To view the Points Summary touch on the Home menu. The Points Summary shows what reporting periods have been submitted to BDA, the total points in the submission and also the carry over points to the next reporting period.

Edit My Details

To update your details like phone number, email address etc. Touch on the Home menu to open the ‘My Details’ screen, make the changes you require and then touch ‘Submit’ to save your changes.

12 13