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Tim Sweeney

Tim Sweeney

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My Supports Staff Members have a Client Contact record in Salesforce. The Worker Status is a traffic light icon that indicates the Status of the Staff Member’s eligibility to work based on criteria listed in this article.

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.

Traffic Light

Logic

Image Modified

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'

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

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If any related Document__c records are
Expiry Date = <TODAY OR
Document doesn’t have related Document Version

...

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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Icon

Status

Icon

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'

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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'

This Logic is TBC.

Image Added

This Logic is TBC.

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This Logic is TBC.

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