Detailed workflow guide
Read CPD Rules
CPD Rules shows local reminders such as rule version, effective date, source notes, SDL cap, renewal year, undertaking status, and update-needed warnings when requirements may change.
Teacher goal
How should I treat CPD rule reminders inside GuroAssist?
Use this guide when this is the task in front of you. Stop if the selected class, learner, role, school year, file, or output does not match.
In-app path
- CPD Tracker
- Rules
Get ready
Check the starting point
These are the minimum conditions for the workflow to make sense.
Before you start
Estimated time: About 5–10 minutes
- The current local reminder shown by CPD Tracker
- A plan to verify current PRC or CPDAS information
- No assumption that a local reminder is an official ruling
You should see
Rules shows the current local reminder source and directs the teacher to verify requirements with PRC or CPDAS.
Steps
Complete the task in order
Review choice points, save or preview behavior, and any stop condition before continuing.
View full sizeCaptured July 11, 2026. Step 1
Read the visible rule summary
Check the rule version, effective date, source note, and status before using CPD Tracker for renewal planning.
- 2
Step 2
Watch for update-needed messages
If the app shows that rules may need updating, pause and check current PRC/CPDAS information before relying on local reminders.
- 3
Step 3
Use limits as planning aids
Treat SDL caps, renewal-year notes, and undertaking reminders as local guidance for teacher planning.
- 4
Step 4
Confirm outside GuroAssist when needed
Before renewal, confirm current requirements with PRC/CPDAS or the appropriate official source.
Review
Check these before relying on the work
These checks cover saved, previewed, generated, and teacher-review states.
Rule status is visible
The teacher should see whether local rule reminders are current or need checking.
Source note is understood
Use the source note as a reminder of where the local rule guidance came from.
Renewal planning is cautious
Do not let local reminders replace current official requirements.
Connected records are reviewed
Check Trainings, Vault, and Renewal before acting on a rule reminder.
Blocked states and recovery
Fix the blocker before continuing
Use the direct recovery action when GuroAssist is waiting for setup, data, access, policy, or file readiness.
Rules may be outdated
If requirements may have changed, check current PRC/CPDAS information before continuing.
After recovery: The blocker is no longer shown, and the intended next action is available for teacher review.
Troubleshoot this blockerTeacher details are missing
Complete license and renewal details before applying local rule reminders to planning.
After recovery: Paid access and any required credits are shown as available for this action.
Troubleshoot this blockerEvidence does not match
Review trainings and certificates when units or status do not match local reminders.
After recovery: The preview shows no unresolved duplicate or matching issue, and only reviewed rows can be saved.
Troubleshoot this blockerDraft wording depends on old rules
Review undertaking or renewal drafts again when rules change.
After recovery: The blocker is no longer shown, and the intended next action is available for teacher review.
Troubleshoot this blocker
Safety note
CPD Rules are local reminders for teacher planning, not legal advice or a guarantee that renewal requirements are satisfied.
Finish
Verify the result
Do not treat a saved screen or generated filename as proof that the work is ready.
You’re done when
Rules shows the current local reminder source and directs the teacher to verify requirements with PRC or CPDAS.
Glossary
Expand the terms used in this guide
Use the plain-language meaning here, then follow the exact label in GuroAssist.
- CPD
- Continuing Professional Development; keep these records separate from class and learner data.
Guide details
Guide verification
Use these details to confirm that this guide matches the GuroAssist version and school year you are using.
- Verification
- Verified with GuroAssist 1.0.0.0
- Last reviewed
- July 11, 2026
- Screenshots
- Captured July 11, 2026
- Applies to
- 2026–2027
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