Staff Contact - Worker Status
- Tim Sweeney
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 |
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| All related
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If any related |
| If any related |
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__cANDVerified_By__care stamped with the user who verifies the document at the time of verification. This is an automated process.
Icon | Status | Icon | Status |
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| No IF(OR( |
| Current IF(OR( |
| No IF(OR( |
| Current
IF( |
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| Current IF (NOT( |