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

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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 programme using CPI Learning, you no longer need to enter learner information twice.
Have 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, delete 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 Once a class has been Archived (i.e., its expiration date has passed), its information can no longer be modified.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 by email or for the best contact numbers and customer care hours worldwide, please see the information at the bottom of this page.

While CPI does not replace Blue Cards, we can provide an Attendance Confirmation Letter. To request an Attendance Confirmation Letter, please email cpicustomercare@crisisprevention.com and provide the name of the participant, the name of the organisation 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!