Detailed workflow guide
Prepare a CPD Undertaking draft
CPD Undertaking helps teachers prepare a local draft, preview wording, export where supported, and review the file carefully before using it outside the app.
Teacher goal
How do I draft a CPD Undertaking without treating it as final?
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
- Undertaking
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 teacher details and undertaking purpose
- The current local draft wording
- A review of the exported draft before sharing it
You should see
Undertaking shows a teacher-reviewed local draft and a preview that does not imply PRC approval or submission.
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
Open the Undertaking workflow
Use the Undertaking tab when renewal prep shows a remaining gap or when the teacher needs a careful local draft.
- 2
Step 2
Complete teacher and license details
Check the teacher profile, PRC license details, renewal cycle, and any required local fields before previewing the draft.
- 3
Step 3
Review the preview wording
Read the draft carefully and correct anything that does not match the teacher's situation or current requirements.
- 4
Step 4
Export only as a draft
If PDF or DOCX export is available, export the file as a local draft and open the actual file before use.
- 5
Step 5
Keep review responsibility with the teacher
Use the draft as preparation only. The teacher should check current PRC/CPDAS requirements before relying on it.
Review
Check these before relying on the work
These checks cover saved, previewed, generated, and teacher-review states.
Teacher details are complete
Name, license number, expiration, and renewal details should match the teacher's records.
Gap reason is understood
The teacher should understand why an undertaking draft is being prepared.
Preview is read
Do not export before reading the preview wording.
Exported file is opened
Open the actual PDF or DOCX draft and check formatting, names, dates, and wording.
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.
Profile or license details missing
Complete the local teacher profile and CPD details before drafting.
After recovery: Paid access and any required credits are shown as available for this action.
Review generated-file helpRenewal gap is unclear
Review trainings, evidence, and rules before preparing an undertaking draft.
After recovery: The blocker is no longer shown, and the intended next action is available for teacher review.
Troubleshoot this blockerGenerated file export is unavailable
Activate Paid where generated file export is supported and complete readiness requirements.
After recovery: Paid access and any required credits are shown as available for this action.
Open activation helpDraft was not reviewed
Do not use the undertaking file until the teacher opens and checks it.
After recovery: The blocker is no longer shown, and the intended next action is available for teacher review.
Review generated-file help
Safety note
CPD Undertaking outputs are local drafts. They do not certify compliance, waive missing CPD units, or replace the teacher's need to check current PRC/CPDAS requirements.
Finish
Verify the result
Do not treat a saved screen or generated filename as proof that the work is ready.
You’re done when
Undertaking shows a teacher-reviewed local draft and a preview that does not imply PRC approval or submission.
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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