Content Comparison

Worker Status Logic

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 workThis Logic is TBC.

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Status

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Status

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No Document Version and is a Required document.

IF(OR(Effective_From__c > TODAY(), ISBLANK(Expiry_Date__c)), 'Pending',
'Active'

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Current Document Version Valid and Verified if applicable.

IF(OR(Effective_From__c > TODAY(), ISBLANK(Expiry_Date__c)), 'Pending',
'Active'

Image Removed

No Document Version - Pending Upload, Not Required.

IF(OR(Effective_From__c > TODAY(), ISBLANK(Expiry_Date__c)), 'Pending',
'Active'

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Current Document Version but Expiring in 7 days.

IF(Expiry_Date__c < TODAY() + 7, 'Expiring Soon'

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Current Document Version has Expired.

IF (NOT(No_Expiry__c), IF( Expiry_Date__c < TODAY(), 'Expired'

If any related Document__c records have a Status Badge - Expiring Soon.

Traffic Light	Logic
	All related Document__c records have a Status Badge - Document Valid and: Document_Type__c = 'Worker Screening' OR Required__c = TRUE AND Expiry_Date__c > TODAY OR No Expiry = TRUE Verified = 'Yes'	Image Removed
Image Removed	If any related Document__c records are Expiry Date = <TODAY OR Document doesn’t have related Document Version

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Managing Documents

Document Status Formula

On the Document_Version__c Record, a Status Icon similar to the traffic light icon has been implemented.

Document Verification

• 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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This Logic is TBC.
Image Added	This Logic is TBC.
Image Added	This Logic is TBC.

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