Identity
Full legal name and employer identifier for unambiguous attribution.
A clear PDU record provides verifiable evidence of completed training or deliverables, supports certification compliance, and standardizes approvals across teams. Proper documentation reduces disputes about earned credits and simplifies internal and external audits.
The Business PDU Document is used by employees, managers, HR, and compliance teams to record and verify professional development or project delivery.
Each role has distinct responsibilities: employees submit proof, managers verify content, and HR retains the official record for audits and reporting.
Full legal name and employer identifier for unambiguous attribution.
Title, provider, date, and description of the course or deliverable.
Number of PDUs or hours claimed, with unit basis (e.g., 1 PDU = 1 hour).
Certificate, transcript, invoice, or deliverable artifact attached as evidence.
Manager and HR signoff fields, with dates and status indicators.
Timestamps, signer attribution, and change history for the record.
| Field | Configuration | Value |
|---|---|
| Auto-fill employee data | Enable LDAP or SSO to pre-populate name and ID |
| Required attachments | Certificate or deliverable file; PDF preferred |
| Approval routing | Manager -> HR -> Compliance (sequential) |
| Authentication | Email link with optional SMS code |
Confirm integrations, supported file formats, and authentication options before moving to an electronic process.
Submit within 30 days of activity to ensure timely reporting
Target 5 business days for manager verification
HR processes and archives within 10 business days after approval
Align reporting with external body deadlines (varies by certifier)
Provide archived records within 3 business days for audits
Employee completes form and attaches proof for manager review.
Manager confirms activity meets organizational standards and hours.
HR records the PDU into the official registry and applies retention rules.
Finalized entry is stored with audit trail for future audits.
Optica moved PDU capture online to reduce manual steps and missed approvals.
Property management standardized contractor training PDUs across offices.
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|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Business Premium+ | Available on select plans | Available on select plans | Available on select plans | Limited |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |