Getting Started

The Dacreed Registration Process

My Profile

Your personal profile

My Company

Your companies profile

Viewing people in your company

Sitting Courses

The course area

Sitting a course

Managing People

Adding People to Dacreed

Creating and Managing Teams

Assigning a Manager or Direct Reports

Accessing and Updating Employee Records

Exporting an Employees History

Offboarding or removing members

Reinstating Offboarded Employees

Performance Reviews

Creating Forms and Review Cycles

Completing a review as a reviewee

Completing a review as a reviewer

Managing Courses

Creating and Managing Courses

Adding Rich Content to Courses

Making changes to an active course

Making courses available on demand

Creating an external link to a course or pack

Assigning categories to a course

Assigning Courses to Teams

Course Scheduling and Distribution

Downloading a Course as a PDF

Rewards for Courses

Course Content Review

External Courses

Course Templates

CPD

Adding CPD Members

Adding CPD points to a course

Adding External CPD

Uploading CPD in Bulk

Adding CPD from the "Records" Page

Professional Development Planning (PDP)

Planning overview and setup

The planning interface

Permissions

Company Permission Levels

Managing Company Permissions

Support Permissions

Account Page

Reports

Reports Overview

Understanding the reports interface

Advisors and Clients

Inviting and removing clients

Managing your clients

Sharing courses and templates with clients

Learner Functionality

Adding Unit standards to your course

Registers

Creating and managing register templates

Creating register entries

Viewing and updating register entries

Uploading CPD in Bulk

Who:

Super Admin

Where:

CPD > External CPD

Dacreed allows Super Admins to assign a single External CPD record to multiple CPD members at once.

Adding External CPD

Adding CPD from the "Records" Page

Copyright © Dacreed 2022