CPD

How to log your CPD

Open your CPD Portfolio, log an activity with its date, type, hours and what you learned, log one straight from your roster, see your progress towards your CPD target, change or delete an entry, and export your portfolio as a PDF.

  • Video 5:52
  • 32 steps
  • Shown on iPhone
  • Updated Oct 2026

About the CPD Portfolio feature

No sound needed: every step is captioned.

Recorded as: Public Doctor, Western Australia (WA Doctors), Resident Medical Officer

Jump to a step
  1. 1Open Settings.
  2. 2Open your CPD Portfolio.
  3. 3Log your first entry.
  4. 4Set the date.
  5. 5Name it.
  6. 6Choose the activity type.
  7. 7Who ran it? (optional).
  8. 8Add the hours.
  9. 9Note what you learned.
  10. 10Add a reflection.
  11. 11Add evidence (optional).
  12. 12Save it.
  13. 13See your portfolio.
  14. 14Add more later.
  15. 15Open your CPD target.
  16. 16Check the target.
  17. 17Save the target.
  18. 18Go to your roster.
  19. 19Pick the day.
  20. 20Log CPD from the roster.
  21. 21Name it.
  22. 22Fill in the rest and save.
  23. 23See it on your roster.
  24. 24Open Stats.
  25. 25See your progress.
  26. 26Made a mistake?
  27. 27Change it.
  28. 28Delete an entry.
  29. 29Go to Settings.
  30. 30Open Export CPD.
  31. 31Choose what to export.
  32. 32Export it.

  1. Step 1: Open Settings.

    Tap Settings at the bottom right of the screen.

    • Tap Settings at the bottom right.

  2. Step 2: Open your CPD Portfolio.

    Under Professional Development, tap CPD Portfolio.

    • Under Professional Development, tap CPD Portfolio.

  3. Step 3: Log your first entry.

    Your portfolio is empty to start with. Tap Log your first CPD entry.

    • This is your CPD Portfolio. It's empty for now.
    • Tap Log your first CPD entry.

  4. Step 4: Set the date.

    Tap the date to change it. Use the arrows to go to the right month, then tap the day. In this example, 14 July. Tap anywhere to continue.

    • Tap the date to change it.
    • Use the arrows to go to the right month.
    • Tap the day. In this example, 14 July.
    • Tap anywhere to continue.

  5. Step 5: Name it.

    Under What was it?, tap the box and type a name. In this example, Sepsis update.

    • Under What was it?, tap the box and type a name.
    • In this example, Sepsis update.

  6. Step 6: Choose the activity type.

    Tap the activity type and choose one: Course, Conference, Workshop, eLearning, Reading & Research or Other. In this example, Workshop.

    • Tap the activity type to choose one.
    • In this example, Workshop.

  7. Step 7: Who ran it? (optional).

    Add who ran it if you like. In this example, we left it empty.

    • Who ran it? is optional. In this example, we'll leave it empty.

  8. Step 8: Add the hours.

    Under Hours, tap a number or type your own. In this example, 2.

    • Under Hours, tap a number or type your own.
    • In this example, tap 2.

  9. Step 9: Note what you learned.

    Scroll down a little. Tap What did you learn? and type a few words. In this example, New sepsis pathway.

    • Tap What did you learn? and type a few words.
    • In this example, New sepsis pathway.

  10. Step 10: Add a reflection.

    Reflection is for how it changes your practice. Tap the box and type. In this example, Earlier antibiotics.

    • Reflection is for how it changes your practice.
    • Tap the box and type. In this example, Earlier antibiotics.

  11. Step 11: Add evidence (optional).

    You can add a photo of your certificate under Evidence: tap the + beside it, then Choose from Library (or Take Photo on a phone).

    • You can also add a photo of your certificate under Evidence.
    • Tap the + beside it to choose one.

  12. Step 12: Save it.

    Nothing is saved until you tap Save. Not ready? Cancel at the top left closes it without saving. Tap Save at the top right.

    • Nothing is saved until you tap Save.
    • Tap Save at the top right.

  13. Step 13: See your portfolio.

    Your entry is in your portfolio. The top shows your hours this CPD period and how many entries you have.

    • Your entry is in your portfolio.
    • The top shows your hours this CPD period.

  14. Step 14: Add more later.

    Next time, use + at the top right to add an entry. Search at the bottom finds an entry by its name.

    • Next time, use + at the top right to add one.
    • Search at the bottom finds an entry by name.

  15. Step 15: Open your CPD target.

    Tap ⋯ at the top right, then tap Target.

    • Now your CPD target. Tap ⋯ at the top right.
    • Then tap Target.

  16. Step 16: Check the target.

    Your job's usual target is already filled in. If yours is different, change the hours, how often it repeats, or when it starts. In this example, we kept them.

    • Your job's usual target is already filled in.
    • If yours is different, change the hours here.
    • Or how often it repeats, and when it starts.
    • In this example, we'll keep them.

  17. Step 17: Save the target.

    Reset to suggested undoes your changes here. Tap Save.

    • Reset to suggested undoes your changes here.
    • Tap Save.

  18. Step 18: Go to your roster.

    You can also log CPD from your roster. Tap the back button at the top left, then tap Roster at the bottom left.

    • You can also log CPD from your roster. Tap the back button.
    • Tap Roster at the bottom left.

  19. Step 19: Pick the day.

    Swipe sideways to the month, then tap the day you did it. In this example, 21 July.

    • Swipe to the month, then tap the day. In this example, 21 July.

  20. Step 20: Log CPD from the roster.

    Tap the + button at the top, then tap Log CPD.

    • Tap the + button at the top.
    • Tap Log CPD.

  21. Step 21: Name it.

    The date is already the day you tapped. Type a name. In this example, Journal club.

    • The date is already the day you tapped.
    • Type a name. In this example, Journal club.

  22. Step 22: Fill in the rest and save.

    Choose the type (in this example, Reading & Research), tap 1 for the hours, then tap Save.

    • Choose the type. In this example, Reading & Research.
    • Tap 1 for the hours.
    • Tap Save.

  23. Step 23: See it on your roster.

    A cap shows on days with CPD. Tap the day to see it: the day shows your CPD hours.

    • A cap shows on days with CPD.
    • Tap the day to see it.
    • The day shows your CPD hours.

  24. Step 24: Open Stats.

    Close the box with the X, then tap Stats at the bottom.

    • Close the box with the X.
    • Tap Stats at the bottom.

  25. Step 25: See your progress.

    Scroll down to the CPD section. It shows your hours this CPD period and how far along you are towards your target. Below are your hours and entries for the period chosen at the top of Stats (in this example, this year), then your hours by activity type. Edit target changes your target from here too.

    • The CPD section shows your hours this CPD period.
    • And how far along you are towards your target.
    • Below, this year's hours, and hours by type.
    • Edit target changes your target from here too.

  26. Step 26: Made a mistake?

    Tap View CPD Portfolio, then tap the entry you want to change. In this example, Sepsis update.

    • Made a mistake? Tap View CPD Portfolio.
    • Tap the entry to change it. In this example, Sepsis update.

  27. Step 27: Change it.

    Change anything you like (in this example, we tapped 4 for the hours), then tap Save. The entry now shows 4 hours.

    • Change anything you like.
    • In this example, tap 4 for the hours.
    • Tap Save.
    • The entry now shows 4 hours.

  28. Step 28: Delete an entry.

    Tap the entry (in this example, Journal club), tap the red bin at the top, then tap Delete. It can't be undone.

    • To delete an entry, tap it. In this example, Journal club.
    • Tap the red bin at the top.
    • Tap Delete. It can't be undone.

  29. Step 29: Go to Settings.

    Tap the back button. If the bar at the bottom has shrunk to a round button, tap it, then tap Settings.

    • Now export your portfolio. Tap the back button.
    • Tap the round button at the bottom left.
    • Then tap Settings.

  30. Step 30: Open Export CPD.

    Scroll down. Under Export and Share, tap Export CPD.

    • Tap Export CPD under Export and Share.

  31. Step 31: Choose what to export.

    CPD Period (your current CPD period) is already chosen, and so is PDF; in this example, we kept both. Choose Spreadsheet if you'd rather have Excel. Include photos adds your certificates to the PDF.

    • CPD Period is already chosen: your current CPD period.
    • We'll keep it, and keep PDF.
    • Choose Spreadsheet if you'd rather have Excel.
    • Include photos adds your certificates to the PDF.

  32. Step 32: Export it.

    Tap Export PDF, then choose where to send it, like Save to Files or Mail. In this example, we closed it.

    • Tap Export PDF.
    • Choose where to send it, like Save to Files.
    • In this example, we'll close it.

Good to know

  • CPD Portfolio is for nurses, midwives, doctors and paramedics. Can't see it? Turn it on in Settings › Customise › Features › CPD Portfolio. Turning it off hides it but keeps your entries.
  • The target already filled in depends on your job and country. Change it if yours is different.
  • Show CPD indicator (Settings › Calendar) turns the cap on the roster on or off.
  • On a day with a shift, the day's details show a CPD card with its own + for another entry; tap an entry there to change it. The + on the Notes card under the roster also offers Log CPD.
  • Tap a photo under Evidence to view it; you can delete it from there.
  • Siri: say "Log CPD in MyRoster".
  • Multi-Job Mode: new entries go to your main job if it has CPD, otherwise to your first job that does. Stats can show one job at a time.
  • With entries from more than one year, the portfolio groups them by year.
  • Export can also cover This Month, This Year, All Time or Custom dates. A Spreadsheet opens in Excel, Numbers or Google Sheets, with a total-hours row.
  • The entries, hours and dates in this tutorial are an example.

Still stuck? Email Jamie — I answer every message personally.

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