Goals & CPD activity sources

This settings page lets administrators control the activity sources used to track points on member profiles based on the activities they complete. Activity sources define where those activities can originate from, keeping things consistent whether activities are created by admins or updated by contacts through the portal.

This feature is the same across the product whether your account calls it Accreditation, Goals or CPD — the label is configured per account. In the default configuration it appears under Settings → Features → Accreditation.

What you can do

• View all configured activity sources.
• Add new activity sources.
• Edit or delete existing activity sources.
• Control which activity sources are available for People and Organisations.

Manage activity sources

1. Go to Settings → Features → Accreditation (or Goals / CPD, depending on your account's label).
2. Under Activity sources, choose the Person or Organisation tab.
3. View the list of activity sources. Example sources include Call, Event, Form and Other — each account configures its own. The Event source is applied automatically when hours or points are awarded through an Event.

Add a new activity source

1. Select Add activity source.
2. Enter the name of the new activity source.
3. Save the activity source.

Edit or delete an activity source

1. Locate the activity source you want to change (use the pencil icon).
2. Update it and Save, or delete it if it is no longer needed.

Context and relationships

• Activity sources are used when admins record activity and when configuring accreditation/goal/CPD events.
• Activity sources are also available to contacts when updating their record through the portal.
• Consistent activity sources keep reporting and categorisation accurate.
• This screen manages the activity source labels only — it does not configure frameworks, categories or rules. For frameworks, see Accreditation frameworks & configuration (Document ID: 177).

FAQs

What are activity sources used for?

They define where accreditation, goal or CPD activities originate from.

Where do I manage activity sources?

Settings → Features → Accreditation (the page may be labelled Goals or CPD in your account).

Can I add my own activity sources?

Yes. You can create custom activity sources to suit your organisation.

Can existing activity sources be edited or removed?

Yes, using the pencil / delete controls.

Who uses these activity sources?

Admins when recording activity, and contacts when updating via the portal.