Audit CPD from structured data, not scanned paperwork
Members keep their CPD in a portable Passport and share it with you by consent. Your team reviews whole revalidation cycles through a review desk, CSV export or API.
Cycle 2023 - 2026
112.5 hrs
Participatory
64 hrs
Reflections
18 of 21
Illustrative example. Shared with member consent.
The story
Better for your budget, your auditors and your members
Finance and operations
Spend less on each audit round
- Records arrive in one consistent format, so staff stop retyping certificates and spreadsheets.
- Less chasing of missing evidence before deadlines.
- Start with a review desk that needs no IT project on your side.
Auditors
Review a whole cycle in one view
- Open a member's shared history across a 1, 3 or 5 year window.
- Hours, activity types, reflections and evidence side by side.
- Filter by individual, group, date range or activity type.
Your members
Give them something they keep
- A free, portable Passport that stays with them through every job change.
- Quick logging on their phone, with certificates stored safely.
- A visible benefit of membership, backed by your organisation.
Architecture
How data reaches your audit team
01
Member Passport
CPD logged and evidenced
02
Consent gate
Member approves sharing
03
Delivery
Review desk, CSV or API
04
Your registry
Audit decision recorded
What we offer
Choose how your audit team receives CPD
Start simple with no IT work, then connect your systems when you are ready.
Auditor review desk
A secure web workspace where your audit team reviews the records members have shared. Filter by member, group, cycle or date range, and open evidence in place.
Structured CSV exports
Download consented records in a consistent format for your existing systems, sorted by individual, group or period.
Audit API
A read-only, member-consented feed of structured CPD data for your CRM or membership system. Scoped with you during a pilot.
Member-controlled consent
Members connect their Passport to your organisation and can see exactly what is shared. No backdoor searches.
Structured data
What each record can include
Every entry is structured, so it reads the same across thousands of members. API fields are agreed with you during a pilot.
- Activity title and date
- Duration in hours
- Activity type
- Participatory or non-participatory status
- Learning provider
- Written reflections
- Attached evidence and certificates
- Tags and categories
GET /v1/members/{registration_no}/cpd?window=3y
{
"member": "REG-104582",
"consent": { "status": "active", "granted": "2026-03-02" },
"window": { "from": "2023-10-01", "to": "2026-09-30" },
"totals": { "hours": 112.5, "participatory_hours": 64 },
"entries": [
{
"date": "2026-05-14",
"title": "Clinical governance update",
"type": "course",
"hours": 6,
"participatory": true,
"reflection": true,
"evidence": ["certificate.pdf"]
}
]
}Multi-year history
Audits span cycles, so records should too
Revalidation rarely looks at one year. Members can bring their full history into one place.
Log past years
Members add activities with their original dates, as far back as they need.
Bring existing records
Import an existing CPD spreadsheet by CSV and attach certificates as evidence.
See whole cycles
View history across a revalidation cycle, not just the current year.
Sort it your way
Organise shared records by individual, group, date or activity type.
Manual audits compared with Passport audits
| Manual today | With Passport | |
|---|---|---|
| Evidence format | Mixed PDFs, scans and spreadsheets | One structured record per activity |
| History | Requested per audit, often incomplete | Members hold multi-year history in one place |
| Checking hours | Added up by hand | Totals calculated per cycle |
| Access | Files emailed back and forth | Member-consented, read-only access |
| Member experience | A yearly paperwork exercise | A portable record they use all year |
Two ways in
Use the review desk, or pull records into your own system
Both read the same member-consented records. Start with the desk on day one and add the API when your IT team is ready.
Auditor review desk - no IT setup
Your auditors sign in to a secure web desk, open a consenting member's records for the cycle you choose, review evidence and record an outcome. Nothing to install.
Audit API - into your CRM
Your existing member database or CRM pulls structured CPD records out of WorkplaceHero, so staff see the evidence on the screens they already use. Read-only, consent-checked, every request logged.
People-led software
Saves manpower, not jobs
This is not AI making decisions about your members. It is clear, rule-based software that does the chasing, sorting and totalling, so your auditors spend their time on judgement.
- Auditors make every decision - the software never approves or rejects anyone
- Same rules applied the same way to every member, so results are explainable
- Less time chasing emailed PDFs and re-keying spreadsheets
- Fewer peaks of temporary staff during revalidation windows
Free for your members
As a partner, your members connect their Passport and share their regulatory CPD with you at no cost to them. The audit experience is funded through your licence, so no member is asked to pay to meet your requirements.
Members keep a lifelong, portable record that stays with them if they change employer.
Pricing
Simple annual licence
One annual fee for the review desk, with the API as an optional add-on. All prices exclude VAT.
Platform licence
£7,000
plus VAT per year
Auditor review desk, CSV exports, standards configuration and member consent management. Includes 2 auditor seats.
Extra auditor seats
£400
plus VAT per seat per year
Add as many auditors as your team needs, at any time.
Audit API add-on
£1.25
plus VAT per member record
For bodies that want records pulled into their own CRM or member system. Added on top of the platform licence.
Talk to us
Book a consultation
Tell us how you audit CPD today. We will set out which option fits, what a pilot could look like and the steps involved.