CPD System Help Desk

Before logging a ticket... 3

• Check the system error notification section
• Using the Search Function to find a solution
• Using the "How to" section to find a solution

Support Ticket Management 3

• How to open a support ticket
• Support ticket status and Customer Survey
• Response and Resolution Times and CPD Application Function Type definitions.

How do I remove or update a "Contact" 1

• How to remove or update a "Club Contact"?

Errors that you could experience 5

• Error Message 404
• Error message 500
• QR Code / Hologram Not Validating
• Cannot log in - even after password reset
• Email was not delivered/Not received

Stock (orders, void, manage, issue) 4

• How to place Small Orders
• How to Place Large Orders
• How to manage inventory and order stock as an Outlet
• How to Void CDP Stock

CPD Applications Management 6

• How to use and understand the CPD Consumer Online Application Process
• Re-Applying/Returning Applicant of an Online Application
• How to complete an Application as a Club User
• How to View & Edit a CPD Online Application
• Application List View, Search And Filter Options

View all 6

How to Issue and Print a CPD Document (as well as Re-Issue a CPD) 4

• How to Print a CPD and Set Up Printer
• Issue and Print a CPD Document
• How to Issue a CPD, and how to Void a CPD that did not print correctly!
• How to Issue a CPD to an existing Client “Re-Issue''

Void, Replace or Re-issue a CPD 3

• When and how do I Void a CPD?
• I have issued a CPD but has incorrect information and need to replace!
• How to Replace a lost, stolen or damaged CPD

Extending and discharging a CPD 2

• How to Extend a CPD Document
• How to Discharge a CPD Document

Claims Management 1

• How to understand CPD Claims Management

Managing Reports 1

• How to Manage Reports

Password Management 1

• How to Reset your Password

Individual Customer Reports 1

• Individual Customer Reports

Setting up of Club, Outlet, Users, Opening Stock, CPD Pricing and Fees 6

• How to setup and activate a Club and Club Administrator
• How to Edit a Club and Club User
• How to set up Club outlets and club outlet users
• How to Setup a Reseller
• How to Manage and Order Stock

View all 6

Customer Reference Number 1

• As a Club, how do I find a "Client Reference" Number?

FAQ 0

Getting Started 1

• Help Desk Manual for Agents & Logged in Users

Shared files 0

Deleted files 0