Set Up PD Requirements

Define minimum PD hours for your trainers and assessors.

Prerequisites

• At least one competency area exists if you want to track PD by area (not required for unit-based tracking)

• Staff members have their trainer scope types assigned (Trainer, Assessor, etc.)

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Creating a Requirement

Go to PD Requirements and select Add Requirement.

Required fields:

• Name: A descriptive label (e.g., "Vocational Competency Maintenance")

• Target Type: Unit (per unit delivered) or Competency Area (across a skill category)

• Timeframe: The rolling window (3, 6, 12, or 24 months)

• Required Hours: Minimum hours within that window

• Applies To: Which trainer types must meet this requirement

You can narrow requirements using optional filters — by unit, activity type, risk level, or department. Leave blank for broadest coverage.

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What Happens Next

• Requirements appear in your settings list immediately

• Compliance is calculated overnight (1:00 AM) or when you manually recalculate from the report

• Staff must link their PD activities to specific units or competency areas for those hours to count toward requirements

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Common Issues

Staff shows "Below Minimum" despite having PD hours

Their activities aren't linked to the correct unit or competency area

Requirement not appearing in report

Requirement is inactive (toggle it on from PD Requirements)

Only some trainer types affected

Check the "Applies To" setting—ensure all relevant scope types are selected