CMI Partner Connect

To facilitate a smooth transition, CMI will provide a range of support resources, including comprehensive user guides, step-by-step tutorials, and a series of concise training sessions. These resources are designed to ensure staff are confident and well-equipped to navigate and utilise the platform's features.

The level and type of support required may vary across user groups, and CMI will aim to accommodate these differing needs to ensure users are adequately prepared for the change.

We've listened to your valuable feedback, and one of the key areas we addressed was the ability for your organisation to add its own ‘organisation unique identifier’ number for each learner. While CMI has its own identification system, we understand that many organisations, such as training providers, colleges and universities, need to use their own learner or internal ID numbers. This feature now allows you to do just that, by adding this to the learner profile, enabling you to search by your own learner ID number and also the CMI P number.

In addition to this enhancement, the system now also allows the addition of cohort names during the learner registration process. This provides your organisation with a convenient method of grouping learners according to internal structures such as intake period, programme, employer group, or delivery model. By naming cohorts, you can more easily filter, monitor, and report on learner/apprentice progress and achievement within specific groups. This functionality offers greater flexibility in managing learner data and supports more targeted reporting, quality assurance activity, and support interventions.

The new CMI Partner Connect system has been designed to provide Centres with greater autonomy and flexibility in managing system access and user permissions. This enhanced functionality ensures a more streamlined and responsive user experience.

Within the new system, Partner colleagues will fall into one of two distinct categories:

• Partner Staff – These are individuals directly involved in the delivery, assessment, or quality assurance of CMI qualifications. For such colleagues, you'll still need to submit supporting evidence of their competence relevant to their designated role, but this will be managed via an online submission. As is currently the case, this information will be reviewed and approved by the CMI Quality Assurance team to ensure compliance with regulatory standards.
• Partner Users – These individuals will have administrative rights within the system as required. You will be able to add and remove users whenever you need to, as these actions do not require prior approval from CMI.

To further support your Centre’s operational needs, the system allows for the assignment of specific user roles, each with defined access and permissions. The key user types are as follows:

• Super User – Acts as a senior system administrator within your organisation. This role typically holds responsibility for managing users, forms, logs, and other key functions within the system. It is anticipated that the Super User will be the principal system contact within your Centre.
• General User – Can create and edit forms and logs, subject to the permissions allocated. This role is typically responsible for operational activities such as learner registrations, certificate claims, and form submissions.
• Senior Manager – May access, create, edit, and complete forms and logs as required, in line with their assigned permissions. This role may also be granted access to system-generated reports. It is intended for senior colleagues who may only need occasional access for oversight or review purposes, such as Centre Programme Directors.