Professional Documents
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Our office hours are Monday to Friday 8am to 5pm (GMT) except for UK Bank Holidays.
Telephone: +44 (0)116 263 4700
Or contact the Customer Enquiry Team.
The course provider and their authorised users must ensure that data held in CPI is accessed
securely. The sharing of log in passwords for access to the Course Providers Secure Area is
not permitted. Should another user require access they must register their details to receive
their own individual passwords or contact the NEBOSH Customer Enquiry Team for further
guidance.
NEBOSH and NEBOSH Accredited Course Providers have a duty to comply with the provisions
in the fourth principle and are required to take reasonable steps to ensure the accuracy of any
personal data they obtain and ensure that the source of any personal data is clear.
Prior to entering new data into the Course Provider Interface all users must ensure the
following:
• Consent of the individual is obtained in line with the Data Protection Act (1998).
• The necessary identification is obtained to ensure the learners name and date of birth is
entered correctly to prevent duplicate records and ensure the learner receives an accurate
Unit Certificate(s) and Qualification Parchment with their legal name.
• All relevant processes documented in this manual are followed.
• Report any data errors to NEBOSH immediately to ensure the necessary corrections are
made.
Unless formally requested NEBOSH will issue all paperwork in the European format. Any
requests for a naming format other than European must be emailed to cpi@nebosh.org.uk as
soon as the candidate details have been added to CPI and a candidate number is available.
Please confirm the candidate number and required format within your request.
To ensure the learners name is shown correctly on unit certificates and parchments the
individuals first name and surname must be entered in the correct fields as shown below:
This format should be used for both a bulk import or single learner registration.
Access to CPI is available through the course providers section of the NEBOSH secure
website. To gain access course providers must nominate member(s) of their staff to be
registered as an online registrar, who will then be given access and administrator rights to CPI.
Passwords MUST not be shared between users.
Please contact the NEBOSH Customer Enquiry Team if you experience any problems
registering to our website.
1.6. Login
To login to the system you must first visit the NEBOSH website at www.nebosh.org.uk. Please
then select the ‘Course Providers’ link from the menu.
New users will need to select the ‘Register here’ button to register their details and create a
password that meets the specified credentials of at least 8 characters, one uppercase letter, one
lowercase letter and one number.
If you have any problems accessing the secure course provider or CPI areas of the NEBOSH
website, please contact our Customer Enquiry Team on telephone number +44 (0)116 263 4700
or click here. To access CPI select the Course Provider Interface button from the home screen.
2. Payment methods
In order to complete the enrolment or registration process, payment must be made in full. This
is the final stage of the enrolment or registration process. Failure to make payment will result in
enrolments or registrations being cancelled.
There are up to three payment options available. These will depend on the options available to
your organisation and also the closing date of the exam.
To use this payment option, you will simply need to select ‘Account Payment’. If this option is
not available to you as a course provider and you would like further information, please contact
the NEBOSH Customer Enquiry Team.
Once the payment has been made you will receive the message below. A confirmation email
will then be sent to you along with an invoice for you records.
Please note: Learner Credit Cards should not be used. NEBOSH recommends payment is
only made by the NEBOSH Accredited Course Provider on receipt of full payment from the
candidate.
A confirmation email will then be sent to you along with an invoice for your records. Learners
are not registered until payment has been received by NEBOSH. A confirmation email and
invoice will be sent to you for your records.
The top part of the screen provides information about your organisation. Firstly, you will see
your current status and renewal date. Your current address and contact details will also be
displayed. If any of these details are incorrect, please contact the customer Enquiry Team.
Next to each qualification a ‘Manage’ button is shown; selecting the ‘Manage’ button next to the
relevant qualification will start the process of registering your learners. Please make sure you
select the correct qualification when registering your learners otherwise this may result in
registering your learners to the incorrect examination(s).
Handy hint: There is a navigation panel at the top of every page which will allow you to return to
this homepage at any stage.
This page allows you to list your current learners linked to the qualification you have selected.
Every learner must have a record created before they can either be enrolled to a qualification or
registered to an examination.
It is important that all learner information is entered accurately, and legal names are used for the
purpose of printing Unit Certificates and Parchments. Please refer to the Data Accuracy and
International Naming Protocol sections of this document before updating or adding learner
information.
To access the learner’s details, you will need to enter mandatory information in one of the
following combinations:
• Learner number and Surname
• First name, Surname and Date of Birth (DD/MM/YYYY)
Please check the information shown is accurate. The learner’s address and communication
details can be updated by you by updating the information and selecting the relevant ‘Update’
button. If the learner’s name or date of birth has been incorrectly entered, please contact the
Customer Enquiry Team with the relevant photographic id. NEBOSH will update our records
and advise you of the update via email.
If the information that you have entered is correct the learner’s address details will populate and
you will be able to access and update the learner’s information and select them for exam
registration.
Learners who have previously been registered with another course provider.
If the learner has previously registered with another course provider a pop-up box will appear
asking if you would like to transfer the learner (please see section 1.7 for instructions on how to
enable pop ups). To transfer learners please follow the instructions below:
For Select the ‘Centre Transfer’ button and click ‘Send’ on the pop-up message.
Certificate An email will be sent to NEBOSH who will then complete the transfer. A
qualifications confirmation email will be sent to you. Once these details have been
updated you will be able to access the learner’s details and register them to
an examination.
For Diploma Selecting the ‘Centre Transfer’ button will provide you with a link to a form.
qualifications Please complete the form and send to NEBOSH who will then complete the
transfer once the appropriate transfer of enrolment fee has been received.
A confirmation email will be sent to you. Once these details have been
updated you will then be able to access the learner’s details and register
them to an examination.
To select your learner for registration to an examination please click ‘Select for registration’
button on the bottom right of the screen.
You will now be able to search or add another learner for registration by selecting ‘New Learner’.
To exit this page and, if you wish, continue with the registrations process click ‘Qualifications
Home’.
If all of your learners have now been created and you wish to continue with the registration
process, please refer to the following sections of this document, dependent on the qualification
you wish to register learners to:
There are two methods for searching and/or adding learners into the system.
Please ensure sure that the data entered to search for the learner is accurate and the
learner’s legal name is used; photographic identification should be requested to check
accuracy.
The combination of the information that you enter is checked on our database. Where a
learner exists their address and contact information will be automatically populated for you to
prevent duplicate records. Please refer to the Searching and updating existing learners’
details section of this document if the learner’s details already exist.
To create your new learner record, enter the required information in the following fields:
Type This allows you to select the type of address you will be adding, whether it
be a home or work address. This can be selected by choosing from the
drop-down menu.
Main Mailing If the learner has provided both a work and home address tick the address
Address that the learner has requested as their preferred address. The address
that is ticked in the main mailing address field will be used for all
correspondence from NEBOSH.
Address Address details must be the learner’s home or work address. Your
organisations address MUST NOT be used. If you are entering a UK
based address, the address will be populated automatically by entering
the postcode. Select the house or flat number from the drop-down box.
Non-UK If the address that you are entering is a non-UK address, select the Non-
UK tick box. This box allows you to manually enter the learner’s address
details. This will grey out any information not required, such as the
postcode. Please ensure that all address information is added, including
country.
Postcode This is suitable for UK based addresses only and will not show if the non-
UK address field is selected. Simply enter a valid postcode and click the
‘Postcode’ button, if a match is found, the system will display it for you to
select.
Please note: to ensure full compliance of the Data Protection Act individual’s details
must NOT be entered on to the NEBOSH Course Provider Interface without prior
consent. Full information on how NEBOSH processes data can be found in the
learners’ terms and conditions, available in the ‘About NEBOSH’ section of our website
www.nebosh.org.uk.
Once you have added all of the details, simply click the ‘Create’ button at the bottom of the
screen to add the learner to the system.
The learner will now be assigned a learner number and will automatically be selected for
registration.
If you would like to search or add a new learner, select the ‘Add New Learner’ button to begin
a new search.
If you would like to continue with the registration process, select ‘Qualification Home’.
If all of your learners have now been created and you wish to continue with the registration
process, please refer to the following sections of this document, dependent on the
qualification you wish to register learners to.
Registering learners to Multiple Choice (Award), Certificate Level or Environmental Diploma
examinations
Registering learners to National Diploma or International Diploma examinations
Please note: If you are using an Apple Mac your completed spread sheet will need to be sent
to NEBOSH to convert before uploading to the system as they do not have the ‘XML data’
option.
After choosing the ‘Add New Learners’ from the qualifications screen, click the ‘Bulk Import’
button. The following screen will appear.
Click on the Microsoft Excel template; we recommend that you do not save the template for
future use as NEBOSH can make changes to this document. The current version of this
document can be downloaded anytime from the Course Provider Interface.
The format of this document must not be changed; the template is setup with column
headings, required by the system which needs to remain the same for the bulk import to be
successful. The column headings are colour coded and a key can be seen in the bottom left
corner.
The information provided on this spread sheet will be used to search our database for
previous records of the learners included on the spread sheet and where previous records
cannot be found a new learner record will be created. Please complete the spread sheet
using the following data standards (mandatory fields are marked with an *)
If the learner has requested their name to be printed using an international naming
format, please refer to the International Naming Protocol section of this document for
guidance on how to enter the learners name correctly on the Course Provider Interface
and what to do to make sure the learner’s name is printed accurately on their Unit
Certificate and/or Parchment.
Please note: each learner must have at least one of the telephone number options.
Please note: to ensure full compliance of the Data Protection Act individual’s details
must NOT be entered on to the NEBOSH Course Provider Interface without prior
consent. Full information on how NEBOSH processes data can be found in the
learners’ terms and conditions, available on our website www.nebosh.org.uk.
It is important to know where you have saved the file as you will need to browse to this
location, to upload the file back to the CPI system.
You will now need to upload the file back to the CPI System.
By clicking the ‘Browse’ button you can navigate to the XML file you saved in Microsoft Excel
and select the required file and ‘open’.
The file and path should then appear in the ‘Select existing file’ box.
You can now check the details and make any necessary changes. You must also select the
data protection clause for each learner.
For Certificate Select the ‘Centre Transfer’ button and click ‘Send’ on the pop-up
qualifications message. An email will automatically be sent to NEBOSH who will
then complete the transfer. A confirmation email will be sent to you.
Once these details have been updated you will then be able to
access the learner’s details and register them to an examination.
For Diploma Selecting the ‘Centre Transfer’ button will provide you with a link to
qualifications a form. Please complete the form and send to NEBOSH who will
then complete the transfer once the appropriate fee has been
received. A confirmation email will be sent to you. Once these
details have been updated you will then be able to access the
learner’s details and register them to an examination.
Please note: you cannot access any information about where the learner studied or sat
an examination with another NEBOSH accredited course provider.
If you are happy for the import to take place, click the ‘Import’ button. All learners that have
been created will be given a learner number and any existing learners will be updated.
You will see a completion message when the learners are imported.
To continue you will then need to select the ‘Qualification Home’ button.
If you would like to bulk import more learners, you can do so by repeating this process.
If all of your learners have now been created and you wish to continue with the registration
process, please refer to the following sections of this document, dependent on the
qualification you wish to register learners to.
5. Exams Tab
The following functions are available in the Exams Tab:
• View all examinations requested by your organisation
• Select the examination that you wish to register your learner(s) to
• View examination closing dates
• Download candidate registers
Important note: Ensure that the notification timeframe stated on the examination request
form is adhered to as examination requests will be refused if the request is not made in
time.
Once your examination has been set up, CPI will send you an email to advise you that your
examination has been set up and that you can now begin to register your learners.
You can search examination venues using the filters on the screen;
Examination type filter
Examination status
By default, the examinations are split by venue. You can view address details for the venue by
clicking the ‘Address’ link on the section header.
To view the closing date of your examination search for your examination venue as shown in
Searching for an examination venue. The closing date is shown below.
If you have not already created your learner, please refer to Searching and creating new learner
records section of this document for further guidance.
Once a record has been created for the learner, follow the steps below to enrol your learner(s);
• Click on the ‘Learner’ tab and select ‘All Contacts’ from the ‘Type’ field.
• Ensure the learner(s) you wish to enrol are selected (the enrol check box should be ticked).
• Click ‘Next’ at the foot of the screen.
• Ensure the learner(s) you wish to enrol are selected (the enrol check box should be ticked).
• Select the mode of study that the learner(s) are studying.
• Click ‘Proceed to Payment’.
• On completion a confirmation email will be sent to you listing the enrolled learners
the status of the enrolment (dependent on the payment method you have selected).
7.1 Registering learners to Multiple Choice ( Award), Certificate level and Environmental
Diploma examinations
Once you have added your learners and selected ‘Qualification Home’ of the qualification that
you would like to register learners to this will navigate you to the ‘Learners’ tab.
If you have added your learners using the single import your learners will have the register box
automatically ticked. Click on the ‘Exams’ tab and search for your examination venue.
Please note: if you have used the bulk import your learners will not be ticked for
registration. Please follow the instructions below to select your learners for registration.
All Learners Learners registered to sit an examination for the qualification you have
selected and have not yet completed the qualification.
All Contacts Contacts that have been created in the last three months and have not
been registered for an examination.
Completed Learners who have completed the qualification you have selected within
the last twelve months.
Select the register tick box against each the learner that you would like to register for a particular
examination venue.
Handy Hint: To help you search for your learners you may need to change the ‘Type’ drop
down when searching for your new learners and resits. New learners added that have never
previously registered with NEBOSH will appear under ‘All Contacts’. Any learners resitting a
unit of the qualification you are registering them for will appear under ‘All Learners’.
Once you have selected all learners click on the ‘Exams’ tab.
You now need to select the examination venue that you would like to register the learners to by
using the search filters. Please refer to the Searching for an examination venue in this
document for further information on how to search for your venues.
Once you have found your examination venue select the units that you would like to register your
learners to by ticking the boxes shown below.
Details of the examination you have selected will now be displayed at the top of the page.
Please check that you have selected the correct venue and date.
The learners that you previously selected on the ‘Learners’ tab will also show. Please check that
all learners have been selected and are showing on this page.
If for any reason any of your learners are missing from this page you can return to the ‘Learners’
tab to select them and then move back to the ‘Registration & Results’ tab. If the learners are not
showing on this screen, they will not be registered.
Select the unit examinations that the learners have requested to sit by ticking the relevant boxes
next to each learner.
Once the correct units for each learner have been selected you will need to click on ‘proceed to
payment’ at the bottom of the page.
Important note: Once ‘Proceed to Payment’ has been selected, please do not click back to
the previous page or you may lose the information you have just entered.
Once you have selected the payment option you have selected the payment option you required,
and the payment has been completed you will receive a confirmation email listing the learners
that you have registered. For further information on our payment options please refer to the
Payment Methods section in this document.
Please be aware that if you have selected invoice payment the learner registration status will
show as pending until full payment of the invoice is received.
As soon as the registration process has been completed and full payment has been received you
can download a Candidate Register, this document is also included in each examination pack. It
is recommended that you download a candidate register before the examination closing date to
check all candidates have been registered correctly and ensure access arrangements or
reasonable adjustments have been processed, where necessary. To download a Candidate
Register click on the Exams tab and select the examination units and click on Exam Details.
Full information regarding access arrangements and reasonable adjustment can be found in the
‘Procedure, Policies and Forms’ tab in the secure course provider area. Reasonable adjustment
request for bi-lingual dictionaries can be processed using CPI.
Learners available for registration will appear under the ‘Enrolled Learners’ filter on the learner
tab. To help you search for learners quickly there is an option to filter your learners by;
• Select the learners you wish to register for an examination by ticking the register box
(registrations can only be processed for an examination venue at a time, only select the
learners that you would like to sit at the venue you are registering to).
• Click ‘Next’.
• Select the Units for the examination date and venue that you would like to register your
learners to.
• Select your preferred means of payment. For further information regarding our payment
methods please refer to the Payment Methods section of this document.
On completion of this process, you will receive an automated email to confirm the learner
registration status (dependent on the payment method that you have selected). Please check the
As soon as the registration process has been completed and full payment has been received you
can download a candidate register, this document is also included in each examination pack. It is
recommended that you download a candidate register before the examination closing date to
check all candidates have been registered correctly and ensure access arrangements or
reasonable adjustments have been processed, where necessary.
Important note: Please note that when enrolling learners and registering them as a
candidate to an examination immediately after the enrolment has been processed the
system will not update for 10 minutes. Do not repeat the process or you will receive
multiple charges. A warning box pop up has been added to alert users to this issue.
The process to register learners to Unit D/ID is as detailed in section 7.2 with the only
difference being that the Confirmation of Exam Entry Confirmation also acts as the
Submission Form for learners. Learner must include a copy of their Submission Form with
their Unit D/ID assignment. It is your responsibility to issue the Submission Form to the
learners.
Full information regarding access arrangements and reasonable adjustment can be found in
If the results are not entered within the 15 working days, the learners will be marked as absent.
To enter results, select the ‘Mark Entry ‘button of the examination you are entering marks
against. This will list all the learners who were register to the examination that you have
selected.
Enter the actual mark for each learner, the % mark will automatically calculate as you enter each
individual mark.
You do not have to enter all marks at once as long as they are all submitted within 15 working
days of the examination date.
Once you have entered the marks and absentees, you will then need to select the ‘Validate
Marks’ button.
The following pop-up will then appear. Once you have selected ‘Close’ you will then need to re-
enter the marks.
Once you have re-entered the marks and absentees, you can select the ‘Submit Marks’ button.
This information will automatically update the NEBOSH database.
The ‘View Mark’ button enables you to download a report of the markings so far.
Select ‘Manage RA’ next to the examination you need to request reasonable adjustments for. A
list of your learners on this examination will then be listed.
If the nationality has not been selected for the candidates, CPI will show ‘Not set’ against the
candidate with a hyperlink. Please select the hyperlink to add the candidate’s nationality; if the
candidate’s nationality has not been added to CPI bi-lingual Reasonable Adjustment cannot be
applied.
The following nationalities are not entitled to Reasonable Adjustment for the use of a Bi-lingual
dictionary and extra time.
a. British
b. American
c. New Zealander
d. Australian
Please note: if the learner’s address is based in the UK the following box will appear.
You as the Accredited Course Provider will need to confirm that the learner has been a resident
in the UK for less than 2 years. If you are unsure, you should not confirm this without
clarification from the learner.
If the learner(s) address is outside of the UK, you will be able to select the Reasonable
Adjustment.
Where reasonable adjustment has been requested the ‘RA Applied’ will show, see below.
If the examination is taking place at a British Council venue you will be asked to provide an
email address for the British Council. Confirmation of the Reasonable Adjustment arrangements
will then be emailed automatically. Otherwise, the confirmation of the Reasonable Adjustment
will be emailed to the Online Registrar.
Learners who have had Reasonable Adjustments requested will appear in the Candidate lists
with the following symbol next to them ‘#’.
To download these documents, you will need to ensure the exam has been selected in the
‘Exams’ tab. Please refer to Searching for an Examination Venue section in this document for
further details.
Once the examination has been selected (all boxes are ticked) you will then need to select the
‘Registration & Results’ tab. This will list all learners registered to the examination selected,
next to each learner will be a ‘confirmation’ button.
The document will be created in a pdf file which can be saved, printed and/or emailed direct
to the learner if using the email address supplied. To email the Assessment Registration
Confirmation you will need to select ‘send to learner’.
A PDF will be created for learners sitting this examination. This can be printed or saved.
Please do not send this document to an individual learner as this includes other learner
information.
Please note: if a learner is showing a registration status ‘Pending’ the registration process is
not complete. This may be due to an outstanding payment.
To download the candidate register, you will need to select the ‘Exams’ tab and select the
examination. Next to each unit qualification there is a ‘Confirmation’ button, simply select this
button for each unit, one at a time. These can be saved or printed for your reference.
Results (URNs) for Standard Date examinations UK based Certificate and Diploma examination
sittings will be posted to candidates by NEBOSH.
You can email, download or print a Unit Result Notification once results have been declared.
You will then need to select the exam by ticking the boxes next to each unit and select
the ‘Registration & Results’ tab.
All learners who were registered on the examination will now be listed. Next to each
learner there will be a tick box and ‘URN’ button.
To view a learner’s Unit Results Notification, you will need select the learners details
you would like to view by ticking the box next to the URN button and selecting the
‘URN’ button next to the learner you have selected.
The document will be created in a pdf file which can be saved, printed and/or emailed
direct to the learner if using the email address supplied. To email the URN you will
need to select ‘Send to Learner’.
Handy hint: If you would like to email individual documents to more than one learner
you can do so quickly by ticking the box for more than one learner. When you have
selected the learners you require, select ‘Issue Selected URNS’. A pop-up box will list
the learners you have selected and ask you to confirm or cancel the request.
b) Sitting Results Shows results for the examination sitting in a printable report.
The above reports can be downloaded from the ‘Registration & Results’ tab but you must select
the examination from the ‘Exams’ tab. Please refer to the Searching for an examination venue
section for further guidance.
Select the ‘Status’ depending on whether the examination closing date has passed or not by
using the drop-down box.
Once you have selected the examination you will need to select the ‘Registration & Results’ tab.
These reports can be selected by choosing the buttons below:
When the report button is selected you will receive the below pop-up message. Click Launch
Report. The required report will be generated and can be printed off or saved to your computer.