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Quick start

Start with the section that matches what you do in Improve PD.

Users

Set up and find your work

  1. Register using your organisation's registration key, confirm your email address and sign in.
  2. Check your profile details, schools, primary role and FTE. Ask an administrator to correct role or school access.
  3. Use Home for programme progress, PDR, upcoming events, activity and planned absence.
  4. Use the bell to open notifications and follow links to bookings, absence updates or requested review work.
  5. Choose a module guide for step-by-step help.
Managers

Start with your assigned permissions

  1. Open the relevant management menu: planned absence, external CPD, PDR, programme activity or compliance.
  2. Use cycle, role and school filters to focus on the correct staff.
  3. Follow notifications for items requiring action and keep attendance, absence outcomes and review requests current.
  4. If an expected menu is missing, ask an administrator to check your role permissions.
Administrators

Prepare an organisation

  1. Create cycles, schools, roles and absence reasons.
  2. Configure settings, including the current cycle, default role, registration and email behaviour.
  3. Add or import users and check their schools, primary role, FTE and elevated permissions.
  4. Build programmes, courses and events; configure PDR types and notices as needed.
  5. Test with representative accounts and review registration and email activity.

Use the setup checklist for the full sequence.

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