How-To (Trainers)

Welcome to the the How-To page for CPP Trainers. If you are looking for the How-To page for CPP Participants, click here.

Enter the CPP Portal

1. From the Home page, click the user-toggle to select ‘Professional’

2. In the top menu bar, click on ‘Log In’

3. Enter your training portal email and password. If you don’t know your password, you can use this link to Reset Your Password.

Register a New Cohort

1. In your Trainer Dashboard, click ‘Register A New Cohort’

2. Fill out the survey and click ‘Submit.’ (Note: This form only creates the cohort within the training portal. To complete setup, you will need to fill out another survey with additional cohort details and payment.)

Provide Cohort Information

Coming soon

Create & Assign Call Groups

Note: Before assigning call groups, you will need to add participants to the cohort (see above).

1. In your Trainer Dashboard, find the desired cohort and click ‘Manage’

2. In the Cohort page, click on the ‘Call Groups’ tab

3. In the Call Groups tab, click the ‘Add a New Call Group’ button in the top-right corner

4. In the tan pop-up box, name your new call group and click ‘Create.’

Tip: It is strongly recommended to include your cohort name in the call group name. This makes it easier for trainers, as well as CPP Central and the website developers, to identify the call group.

5. To add a participant to the call group, select the desired call group from the dropdown menu and click ‘Add Members to Call Group’

6. In the tan pop-up box, select the desired participant from the dropdown menu and click ‘Add’

Scheduling an Event

1. In your Trainer Dashboard, find the desired cohort and click ‘Manage’

2. Under the cohort name, click the ‘Add An Event’ tab

3. At the top of the form, add an Event Title and Description. These will be visible to all trainers and participants.
(Note: If this is a virtual training, it is highly recommended that you add the Zoom link in the description).

4. Scroll down to the Event Time & Date. If you are scheduling a single-day event, enter the desired date, time, and timezone and move on.
(Note: The timezone dropdown offers a list of selected major cities in the timezone–any city with the same time zone as you training is sufficient.)

If you are scheduling a recurring event, proceed to the relevant section below for additional guidance:

• 4a. Repeating daily event with fixed time (such as a Learning Session)
• 4b. Repeating daily event with varying time (such as a Learning Session)
• 4c. Repeating monthly event (such as a consult call)

Tip: There is more than one way to schedule events over multiple days. For example, you can create a single-day event for each day of a three-day training, or you can create a recurring event that repeats three times.

4a. Repeating daily event with fixed time

First, enter the desired the start date, start time, end time, and time zone for the event. Second, set the frequency of the event (usually ‘daily’ and ‘every 1 day’). Third, set the date on which the event will end–that is, the last instance of the event will occur on this day. Make sure you have selected the correct month and year.

Finally, if desired, specify any days within the repeating range where the event will NOT occur (for example, below is an event that repeats Wednesday through Monday, but skips Saturday and Sunday). Once complete, move directly to Step 5 below.

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4b. Repeating daily event with varied time

First, enter the desired the start date, start time, end time, and time zone for the event. Second, click Add More Events (see below).

Third, for each additional day of the event, set the start time and end time. For example, the event below occurs on November 5, 8am-5pm; November 6, 10am-3pm; and November 7, 8am-1pm. Once complete, move directly to Step 5 below.
(Note: Typically these events will be set to ‘Happens once’ and ‘on the same day’)

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4c. Repeating monthly event with fixed time

First, enter the desired the start date, start time, end time, and time zone for the event. Second, set the frequency of the event (usually ‘monthly’ and ‘every 1st/2nd/3rd/etc [day of the week]’). Third, set the date on which the event will end–that is, the last instance of the event will occur on this day. Make sure you have selected the correct month and year.

Tip: If your consult call repeats two days a month (for example, the first and third Wednesdays), you will need to go through this process two times.

Finally, if desired, specify any days within the repeating range where the event will NOT occur (for example, below is an event that repeats on the second Wednesday of the month, but skips Christmas Eve). Once complete, move directly to Step 5 below.

5. After specifying the date and time of your event, scroll down to the Event Image and Event Category fields. You may upload an event image if you would like (all trainers and participants will be able to see this image). Under Event Category, set the type of training as LS1/2/3 or Consult call.

6. Under ‘Venue Details’, first enter the venue details (if the event is virtual, search and select the ‘Virtual’ option in the search box). If you have previously added an in-person venue, you can find it by searching fore the name. Otherwise, you can create a new venue and add the address.
(Note: If you are creating a virtual event, don’t forget to check the box ‘Is this a virtual event?’ after selecting a venue.)

7. Finally, under ‘Additional Fields’, select the appropriate cohort or call group, and press ‘Submit’

Sending a Cohort Notice

1. In your Trainer Dashboard, click ‘All Cohort Notices’

1. Select the cohort to which you would like to direct the notice, enter a title and message, and click ‘Submit’
(Note: You will need to refresh the page to see the notice.)

Taking Attendance at a Training

Coming soon

Updating Participant Progress

1. In your Trainer Dashboard, find the desired cohort and click ‘Manage’

2. In the Cohort page, find the desired participant in the table, and follow their row to the right to click on the ‘Progress’ button

3. This view shows the participant’s current status (as recorded by the portal) in their training requirements. If you would like to update a participant’s progress, click the ‘Edit’ button in the top-right of the progress box.

Tip: The training portal is a platform for sharing information, not the arbiter of what a participant has or hasn’t done. If something looks incorrect, consider inquiring with the participant or with CPP Central, as appropriate.

4. To update a participant’s progress, click on the dropdown or counting field for a given training requirement (LS1 shown below). Set the field to the desired progress, and click Save in the top-right corner of the Progress box.

Managing Make-Up Sessions

Coming soon

Verifying Training Completion

1. In your Trainer Dashboard, find the desired cohort and click ‘Manage’

2. In the Cohort page, find the desired participant in the table, and follow their row to the right to click on the ‘Manage Progress’ button

3. First, confirm that the participant has completed all trackable training components and attested to completing all non-trackable training components. If any field in the training requirements is listed as ‘Not Started’ or ‘In Progress’, inquire further to confirm participant’s eligibility.

At the bottom of the list of training requirements, find the ‘All Components Verified’ field. Click the dropdown, select ‘Completed’, and click Save in the top-right of the Progress box.
(Note: Setting this field as ‘Complete’ will prompt the portal to email the participant their ‘Minimum Requirements Verification’ survey. Once they submit this form, CPP Central will be notified and then invite the participant to join the roster.)