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The eligibility of a staff member's Worker Status depends on the status of specific Documents they are required to possess. To be eligible for work, a staff member must have an active Document Version of the necessary Documents. For instance, if a staff member needs a vaccination, it is mandatory to have a current document (with an expiry date in the future) or a document with no expiry uploaded in order to be eligible for work.
Traffic Light | Logic |
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 Image Removed Image Added | All related Document__c records have a green traffic light records whereStatus Badge - Document Valid and: |
 Image Removed Image Added | If any related Document__c records have a yellow traffic lightStatus Badge - Expiring Soon. |
 Image Removed Image Added | If any related Document__c records have a red traffic lightStatus Badge - Expired. |
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Managing Documents
Document Status Formula
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IF Verified__c = 'Yes'
THEN Verified_Date__c AND Verified_By__c are stamped with the user who verifies the document at the time of verification. This is an automated process.
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Icon | Status | Icon | Status |
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.png?version=1&modificationDate=1689731185166&cacheVersion=1&api=v2&width=113) Image Removed.png?version=1&modificationDate=1689731185166&cacheVersion=1&api=v2&width=108) Image Added | No Document Version and is a Required document. IF(OR(Effective_From__c > TODAY(), ISBLANK(Expiry_Date__c)), 'Pending',
'Active' |  Image Removed Image Added | Current Document Version Valid and Verified if applicable. IF(OR(Effective_From__c > TODAY(), ISBLANK(Expiry_Date__c)), 'Pending',
'Active' |
 Image Removed Image Added | No Document Version - Pending Upload, Not Required. IF(OR(Effective_From__c > TODAY(), ISBLANK(Expiry_Date__c)), 'Pending',
'Active' |  Image Removed Image Added | Current Document Version but Expiring in 7 days. IF(Expiry_Date__c < TODAY() + 7, 'Expiring Soon' |
| |  Image Removed Image Added | Current Document Version has Expired. IF (NOT(No_Expiry__c), IF( Expiry_Date__c < TODAY(), 'Expired' |