DCR - Staff Contact - Worker Status

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 work.

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'

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

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.