Certified Instructor facilitating a CPI training program.

CPI Class Management and Documentation Workflow Enhancements

With the new workflow, we’ve made it easier for you to manage your classes and participants. You can now intuitively set up classes, enroll learners, and document training in a single location.

We’ve created valuable resources for Certified Instructors and Business Administrators to make the most of our new Class Management and Documentation workflow. Our comprehensive how-to guide and instructional videos walk you through the new workflow, which makes it even easier to set up and manage classroom and blended training, access training materials, generate reports, complete administrative tasks, and more.

How-To Guide

This guide provides instructions on how to:

Document a classroom training
Create and document a blended training
Transfer existing blended training into the new workflow
Perform administration and reporting tasks

Download Resource

How-To Videos

The videos below offer a visual demonstration of various workflow features. Each video corresponds to a section within the how-to guide.

Document a Classroom Training

Manage in-person classes with streamlined participant tracking.

Learn how to:

Create a class
Add participants (manual and import)
Enter Blue Card^® numbers for classroom training
Submit a class
Export class details

Create and Document a Blended Training

Integrate online modules and improve training delivery and documentation processes.

Learn how to:

Create a blended training to distribute online modules to learners
Enter Blue Card^® numbers for blended training delivered through CPI’s Learning Management System (LMS) or your organization’s proprietary LMS
Export class details

Transfer a Blended Training Class

Ensure seamless transfers and timely submission of information.

Learn how to:

Transfer a blended class created prior to September 24, 2024 into the new workflow
Enter Blue Card^® numbers
Submit a class once information is transferred

Administration and Reporting

Establish accurate record-keeping and easily access training materials.

Learn how to:

Locate active and archived classes
Edit class and participant information
Generate HR letters, class training reports, and continuing education (CE) packets

How to Transfer a Participant

Learn how to:

Transfer participants to and from created classes
Keep or restart a participant's class progress
Create a new class if there are no classes to transfer a participant into

How to Transfer a Participant - Caveats

Learn how to:

Transfer participants to and from classes that meet specific criteria

How to Delete a Class

Learn how to:

Delete a class from your class list

Frequently Asked Questions

Find the answers to some of the most common questions about the workflow updates.

The new CPI Class Management and Documentation workflow has been developed with feedback from our customers with the goal of simplifying class setup and documentation.

With the new Class Management and Documentation workflow, you will:

Find it much easier to set up classes, enroll learners, and document training. If you teach a blended program using CPI Learning, you no longer need to enter learner information twice.
Receive new flexibility to document physical interventions taught in your training as well as new editing capabilities that allow you to add and remove participants and modify participant and class information—without the need to contact Customer Care!
Have the flexibility to submit individual documentation records rather than waiting for all learner records to be complete.
Enjoy improved search functionalities and reporting capabilities for individual learners.
Have the option to import up to 200 learners at once when setting up or documenting a class.

Yes, you can edit the information of any Active class. You may add and modify participant information; class details and expiration dates can also be modified. Once a class has been Archived (i.e., its expiration date has passed), its information can no longer be modified.

When you create your class, select Combined (Initial/Refresher) from the Type of Training dropdown list.

Go to your list of Active and Archived list of Classes. In the upper right-hand side of the screen, click the View Prior CPI Learning History button. This will provide a list of your blended classes. Refer to How to Transfer a Blended Training Class in the guide or watch the video above for instructions.

The CPI Customer Care team is happy to help! Contact us or call 877.877.5390, Monday through Friday between 7:30 am and 6:00 pm CT.

While CPI does not replace Blue Cards, we can provide an Attendance Confirmation Letter. To request an Attendance Confirmation Letter, please email trainingrecords@crisisprevention.com and provide the name of the participant, the name of the organization that issued the Blue Card, and the approximate date of training.

Refer to the How to Use Class Administration and Reporting Features in the guide or watch the video above for instructions.

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Need Additional Help?

We’re available to show you around the new Class Management and Documentation system. Feel free to reach out or call 877.877.5390.