# How to Create Master Data and Configure the PDP Module

In the previous articles we have learned how an Employee, Manager and Administrator work with the PDP module.

In this article we will learn how to create the PDP master data and how to configure the PDP module.

**How did I get here?**

<div id="bkmrk-from-the-portal%2C-cli"><div><div>- *From the portal, click - System Administration | Personal Development Plan*

</div></div></div>**What to expect in this section?**

<div id="bkmrk-where-to-maintain-ad"><div>- Where to maintain administration and master data and how to configure the PDP module.

</div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Accessing the PDP Administration information and Master Data

To get to the **PDP Administration** and **Master Data** screens:

<div id="bkmrk-open-the-signify-hr-"><div><div data-step-uuid="3cf2ee10-b3f5-4fe6-a44c-796a5c79e3a0"><div><div>- Open the Signify HR Portal.
- From the **Administration** menu select **System** **Administration**.

</div><div>[![Accessing the PDP Administration information and Master Data](http://media.screensteps.com/images/signify/480214/3/rendered/f5b22aea-ccf8-4a46-8367-798d461c4ba7_display.png)](http://signify.screenstepslive.com/s/10619/m/51621/l/480214-how-to-create-master-data-and-configure-the-pdp-module/show_image?image_id=9721957)</div><div></div><div data-step-uuid="523a0d06-451c-43f6-85d9-8cfd6d80eb25"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>How to access the Administration and Master Data information

From the main menu select **Modules | Personal Development Plan**.

<div id="bkmrk-"><div><div data-step-uuid="3cf2ee10-b3f5-4fe6-a44c-796a5c79e3a0"><div><div data-step-uuid="523a0d06-451c-43f6-85d9-8cfd6d80eb25"><div><div></div><div>[![How to access the Administration and Master Data information](http://media.screensteps.com/images/signify/480214/3/rendered/f923cd58-cbd1-4b6a-8f9c-649d3f1c8c39_display.png)](http://signify.screenstepslive.com/s/10619/m/51621/l/480214-how-to-create-master-data-and-configure-the-pdp-module/show_image?image_id=9721959)</div><div></div></div></div></div></div><div data-step-uuid="229d7cd5-03a2-4e35-9a83-8c8057164b82"></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>How to Maintain the Administration Information

The following information is available under the Administration menu and will be discussed in the next articles:

<div id="bkmrk-company-training-int"><div><div data-step-uuid="229d7cd5-03a2-4e35-9a83-8c8057164b82"><div><div>- Company Training Intervention List
- In-Dealer Training Requirements
- Additional Courses offered by my learning provider

</div><div>[![How to Maintain the Administration Information](http://media.screensteps.com/images/signify/480214/3/rendered/542fa4e7-6cf3-4312-b236-e08b05a399f0_display.png)](http://signify.screenstepslive.com/s/10619/m/51621/l/480214-how-to-create-master-data-and-configure-the-pdp-module/show_image?image_id=9721961)</div><div></div><div data-step-uuid="4886c52c-f179-46f0-87d4-c01df7637639"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Company Training Interventions List

A list of training interventions required by a company. The courses listed here can be set as mandatory on an employee’s PDP. Select the training activity you want to edit click **Add** to create a new company training activity.

<div id="bkmrk--0"><div><div data-step-uuid="229d7cd5-03a2-4e35-9a83-8c8057164b82"><div><div data-step-uuid="4886c52c-f179-46f0-87d4-c01df7637639"><div><div></div><div>[![Company Training Interventions List](http://media.screensteps.com/images/signify/480214/3/rendered/9a41c7f8-4cc4-4cdf-9d05-82c74d672ada_display.png)](http://signify.screenstepslive.com/s/10619/m/51621/l/480214-how-to-create-master-data-and-configure-the-pdp-module/show_image?image_id=9721964)</div><div></div></div></div><div data-step-uuid="4526696d-6d3f-4097-b51d-d854e6bcad40"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>How to Add/Edit Company Training Interventions

The following information is available creating/editing the training interventions required by the company. Enter the applicable information and **Save**.

<div id="bkmrk--1"><div><div data-step-uuid="229d7cd5-03a2-4e35-9a83-8c8057164b82"><div><div data-step-uuid="4526696d-6d3f-4097-b51d-d854e6bcad40"><div><div></div><div>[![How to Add/Edit Company Training Interventions](http://media.screensteps.com/images/signify/480214/3/rendered/d344eb1d-4d1e-4c8f-aa84-525b1b9118aa_display.png)](http://signify.screenstepslive.com/s/10619/m/51621/l/480214-how-to-create-master-data-and-configure-the-pdp-module/show_image?image_id=9721967)</div><div></div></div></div><div data-step-uuid="5f7e6dc9-8fc6-42f0-b18f-7fe9bbac1318"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>How to Add/Editt the In-Dealer Training Requirements

A list of training interventions required by a dealer/branch/division specifically. This section is optional for most companies. Select the training activity you want to edit click **Add** to create a new training activity.

<div id="bkmrk--2"><div><div data-step-uuid="229d7cd5-03a2-4e35-9a83-8c8057164b82"><div><div data-step-uuid="5f7e6dc9-8fc6-42f0-b18f-7fe9bbac1318"><div><div></div><div>[![How to Add/Editt the In-Dealer Training Requirements](http://media.screensteps.com/images/signify/480214/3/rendered/7d34add5-92f2-49d6-aeb2-cfd981d34a6b_display.png)](http://signify.screenstepslive.com/s/10619/m/51621/l/480214-how-to-create-master-data-and-configure-the-pdp-module/show_image?image_id=9721970)</div><div></div></div></div><div data-step-uuid="40ef3371-c999-42d4-8a33-3de8f3540f34"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>How to access and setup the Additional Courses

A list of courses that will be available for selection under the Additional Courses section on a PDP. Courses are selected from the standard Training Intervention library. If a course is selected, only those courses will be available for selection on the PDP. If no course(s) are selected then all courses from the standard Training Intervention library will be available.

Add an additional course by clicking on **Add** and select an intervention from the Intervention Library. An additional course can also be deleted from the list.

<div id="bkmrk--3"><div><div data-step-uuid="229d7cd5-03a2-4e35-9a83-8c8057164b82"><div><div data-step-uuid="40ef3371-c999-42d4-8a33-3de8f3540f34"><div><div></div><div>[![How to access and setup the Additional Courses](http://media.screensteps.com/images/signify/480214/3/rendered/adcf2fff-b82d-49af-af7c-3e00aa00baf0_display.png)](http://signify.screenstepslive.com/s/10619/m/51621/l/480214-how-to-create-master-data-and-configure-the-pdp-module/show_image?image_id=9721973)</div><div></div></div></div></div></div><div data-step-uuid="d2788b68-8c6c-4d21-80eb-3e28d450117b"></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Master Data

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Category

List of the PDP categories.

<div id="bkmrk--4"><div><div data-step-uuid="d2788b68-8c6c-4d21-80eb-3e28d450117b"><div><div data-step-uuid="071e5011-22ac-4045-b65e-f8e0380b4401"><div><div></div><div>[![Category](http://media.screensteps.com/images/signify/480214/1/rendered/cf981855-51cd-4a5c-890e-105e1b7c13aa_display.png)](http://signify.screenstepslive.com/s/10619/m/51621/l/480214-how-to-create-master-data-and-configure-the-pdp-module/show_image?image_id=8038979)</div><div></div></div></div><div data-step-uuid="e60e5278-3aef-4670-a457-3a2dbfc352ec"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Period

List of periods for which PDPs can be created. One of these will be the current active period e.g. 2015.

<div id="bkmrk--5"><div><div data-step-uuid="d2788b68-8c6c-4d21-80eb-3e28d450117b"><div><div data-step-uuid="e60e5278-3aef-4670-a457-3a2dbfc352ec"><div><div></div><div>[![Period](http://media.screensteps.com/images/signify/480214/1/rendered/c1800cc7-08a0-4e86-ad7a-5c14ccef1864_display.png)](http://signify.screenstepslive.com/s/10619/m/51621/l/480214-how-to-create-master-data-and-configure-the-pdp-module/show_image?image_id=8038982)</div><div></div></div></div><div data-step-uuid="ba429f9f-6538-4fbc-a99d-c0aab455a64b"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Training Category

List of Training Categories e.g. Training linked to Qualification.

<div id="bkmrk--6"><div><div data-step-uuid="d2788b68-8c6c-4d21-80eb-3e28d450117b"><div><div data-step-uuid="ba429f9f-6538-4fbc-a99d-c0aab455a64b"><div><div></div><div>[![Training Category](http://media.screensteps.com/images/signify/480214/1/rendered/14086cb4-db30-472c-a079-ad707fd51b56_display.png)](http://signify.screenstepslive.com/s/10619/m/51621/l/480214-how-to-create-master-data-and-configure-the-pdp-module/show_image?image_id=8038985)</div><div></div></div></div><div data-step-uuid="b7cf3095-e581-486c-bb14-69cdc18da403"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Development Priority

List of Development Priorities e.g. Priority 1, High, Medium etc.

<div id="bkmrk--7"><div><div data-step-uuid="d2788b68-8c6c-4d21-80eb-3e28d450117b"><div><div data-step-uuid="b7cf3095-e581-486c-bb14-69cdc18da403"><div><div></div><div>[![Development Priority](http://media.screensteps.com/images/signify/480214/1/rendered/d9d08c9a-5b2d-4555-ad98-476a605a9057_display.png)](http://signify.screenstepslive.com/s/10619/m/51621/l/480214-how-to-create-master-data-and-configure-the-pdp-module/show_image?image_id=8038988)</div><div></div></div></div><div data-step-uuid="711abd99-ad80-48d4-9cc2-e4d46c9df41b"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Development Reason

List of reasons why certain training is recommended e.g. Career Opportunities.

<div id="bkmrk--8"><div data-step-uuid="d2788b68-8c6c-4d21-80eb-3e28d450117b"><div><div data-step-uuid="711abd99-ad80-48d4-9cc2-e4d46c9df41b"><div><div></div><div>[![Development Reason](http://media.screensteps.com/images/signify/480214/1/rendered/b39add89-057e-42f1-9a3a-2ea8926aa252_display.png)](http://signify.screenstepslive.com/s/10619/m/51621/l/480214-how-to-create-master-data-and-configure-the-pdp-module/show_image?image_id=8038991)</div></div></div></div></div></div>