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Detailed workflow guide

Use CPD Vault

CPD Vault helps teachers keep local certificate and evidence references organized, open files where supported, and back up professional development records.

View related product screenshots

Teacher goal

How do I keep CPD certificate evidence findable and safe?

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

  1. CPD Tracker
  2. Vault

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

  • A teacher-owned certificate or evidence file
  • A stable local file path or folder
  • A backup before moving or cleaning evidence files

You should see

Vault lists the intended local certificate evidence with an honest file-found or file-missing state.

Steps

Complete the task in order

Review choice points, save or preview behavior, and any stop condition before continuing.

  1. CPD Tracker Certificate Vault with local training evidence and file review actions.View full size
    Captured July 11, 2026.

    Step 1

    Add or attach certificate evidence

    Attach a certificate where supported or add a clear local note that tells the teacher where the evidence file is kept.

  2. 2

    Step 2

    Open evidence files to check them

    Use Open certificate or the local folder where available, then confirm the certificate is the intended file.

  3. 3

    Step 3

    Keep file locations stable

    Store certificates in a teacher-controlled folder and avoid moving files after attaching them unless the local reference is updated.

  4. 4

    Step 4

    Use Settings backup

    Use Settings backup and restore tools to protect CPD records and local file references before changing devices.

Review

Check these before relying on the work

These checks cover saved, previewed, generated, and teacher-review states.

  • Certificate is readable

    The attached or referenced file should open and show the expected training evidence.

  • Local reference is current

    If the file moved, update the Vault reference or note.

  • Folder is teacher-controlled

    Keep CPD files in a folder the teacher controls instead of temporary download locations.

  • Backup includes CPD work

    Use a current backup before device changes or large cleanup work.

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.

  • Evidence file cannot be opened

    Find the file again or replace the attachment before relying on the Vault entry.

    After recovery: The blocker is no longer shown, and the intended next action is available for teacher review.

    Review generated-file help

  • File was moved or deleted

    Update the local reference or restore from backup if available.

    After recovery: The backup or restore summary shows the intended local workspace and a clear success or recovery state.

    Open backup and restore help

  • Folder is not safe for long-term use

    Move evidence to a stable teacher-controlled folder and update the record.

    After recovery: The screen shows a supported school-year or policy readiness message for the selected task.

    Troubleshoot this blocker

  • No backup exists

    Create a backup before changing laptops, reinstalling, or reorganizing CPD evidence.

    After recovery: The backup or restore summary shows the intended local workspace and a clear success or recovery state.

    Open backup and restore help

Safety note

CPD Vault stores local file references and teacher-owned evidence. It does not imply cloud storage, and files stay on the teacher's device unless the teacher chooses to share them.

Finish

Verify the result

Do not treat a saved screen or generated filename as proof that the work is ready.

You’re done when

Vault lists the intended local certificate evidence with an honest file-found or file-missing state.

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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Related guides

Continue only where it helps

Track CPD trainings

How do I record CPD trainings without mixing them into class records?

Use Settings safely

Where do I manage appearance, read-only storage paths, workspace backup and restore, and the separate CPD backup?

Back up or restore local work

Protect local records before reinstalling, restoring, or moving laptops.