Auto-Assignment of Certification Requirements Based on Role + State + Client
Overview Build a rules-engine-driven workflow that automatically generates a full set of required certifications for a worker based on three inputs: Role, State, and Client/Hospital. Once generated, the system should manage the full lifecycle of each requirement — including status tracking, reminders, and renewals. Problem Today, certification requirements are manually determined and tracked, leading to: Missed or inconsistent requirements across similar placements Manual effort to look up what's needed per state/client Compliance gaps when certifications expire without notice No standardized process for renewals or reminder notifications Proposed Solution 1. Rules Engine — Layered Requirement Logic Requirements should be resolved by stacking rules in priority layers: | Layer | Scope | Example | | -- | -- | -- | | Universal | All roles, all states, all clients | BLS, TB Test, Background Check, Drug Screen, HIPAA, OSHA, Fire Safety | | Role-specific | By role | RN → ACLS, IV Cert, State License; CNA → Abuse Training; RT → Ventilator Competency | | State-specific | By role + state | RN in California → COVID Vax, Hepatitis B; RN in CA/NY at certain hospitals → NRP | | Client-specific | By role + client/hospital | Hospital clients → PALS, Restraint Training, Physical Exam; SNF clients → Dementia Care | Example: An RN in California at Hospital A (Kaiser) would auto-receive: BLS, ACLS, PALS, NRP, TB, Flu, COVID, Hepatitis B, Background Check, Drug Screen, HIPAA, OSHA, Fire Safety, State License, IV Cert, Restraint Training, Physical Exam, Ventilator Competency 2. Certification Lifecycle Management Each generated certification record should track: Status: Missing → Submitted → Active → Renewal Due → Expired Issue date and expiration date (auto-calculated from validity period) Renewal window (configurable per cert type, e.g., 60 days before expiry for BLS, 90 days for licenses) Non-expiring certs (e.g., Hepatitis B) marked as "Completed" with no renewal cycle 3. Reminders & Notifications Automated reminders sent when a certification enters its renewal window Escalation notifications if a cert expires without renewal Channels: Email + in-app notifications (SMS as a future enhancement) Configurable reminder cadence (e.g., 60 days, 30 days, 14 days, 7 days before expiry) 4. Admin Configuration Admin UI to manage rules (add/edit/remove cert requirements per role/state/client combination) Ability to bulk-update rules (e.g., "add COVID vaccination requirement to all California roles") Audit log of rule changes Acceptance Criteria [ ] Given a Role + State + Client selection, the system auto-generates the correct set of required certifications [ ] Rules are layered (universal → role → state → client) and produce the union of all matching rules [ ] Each certification has a configurable validity period and renewal window [ ] Certifications auto-transition to "Renewal Due" status when entering their renewal window [ ] Certifications auto-transition to "Expired" when past their expiration date [ ] Reminder notifications are sent at configurable intervals before expiration [ ] Admins can create, edit, and delete rules via an admin interface [ ] Compliance percentage is calculated and visible per worker [ ] Non-expiring certifications (e.g., Hepatitis B) are handled correctly Technical Considerations Rules engine should be data-driven (stored in DB, not hardcoded) for easy admin management Consider a certification_rules table with columns: role, state, client, cert_type, validity_months, renewal_window_days Background job / cron for daily status checks and reminder dispatch API endpoints needed: generate requirements, update cert status, CRUD for rules, get compliance summary Out of Scope (Future Enhancements) SMS notifications Integration with third-party credential verification services Worker self-service upload portal (separate ticket) Mobile push notifications
Linear About 21 hours ago
💡 Feature Request
Auto-Assignment of Certification Requirements Based on Role + State + Client
Overview Build a rules-engine-driven workflow that automatically generates a full set of required certifications for a worker based on three inputs: Role, State, and Client/Hospital. Once generated, the system should manage the full lifecycle of each requirement — including status tracking, reminders, and renewals. Problem Today, certification requirements are manually determined and tracked, leading to: Missed or inconsistent requirements across similar placements Manual effort to look up what's needed per state/client Compliance gaps when certifications expire without notice No standardized process for renewals or reminder notifications Proposed Solution 1. Rules Engine — Layered Requirement Logic Requirements should be resolved by stacking rules in priority layers: | Layer | Scope | Example | | -- | -- | -- | | Universal | All roles, all states, all clients | BLS, TB Test, Background Check, Drug Screen, HIPAA, OSHA, Fire Safety | | Role-specific | By role | RN → ACLS, IV Cert, State License; CNA → Abuse Training; RT → Ventilator Competency | | State-specific | By role + state | RN in California → COVID Vax, Hepatitis B; RN in CA/NY at certain hospitals → NRP | | Client-specific | By role + client/hospital | Hospital clients → PALS, Restraint Training, Physical Exam; SNF clients → Dementia Care | Example: An RN in California at Hospital A (Kaiser) would auto-receive: BLS, ACLS, PALS, NRP, TB, Flu, COVID, Hepatitis B, Background Check, Drug Screen, HIPAA, OSHA, Fire Safety, State License, IV Cert, Restraint Training, Physical Exam, Ventilator Competency 2. Certification Lifecycle Management Each generated certification record should track: Status: Missing → Submitted → Active → Renewal Due → Expired Issue date and expiration date (auto-calculated from validity period) Renewal window (configurable per cert type, e.g., 60 days before expiry for BLS, 90 days for licenses) Non-expiring certs (e.g., Hepatitis B) marked as "Completed" with no renewal cycle 3. Reminders & Notifications Automated reminders sent when a certification enters its renewal window Escalation notifications if a cert expires without renewal Channels: Email + in-app notifications (SMS as a future enhancement) Configurable reminder cadence (e.g., 60 days, 30 days, 14 days, 7 days before expiry) 4. Admin Configuration Admin UI to manage rules (add/edit/remove cert requirements per role/state/client combination) Ability to bulk-update rules (e.g., "add COVID vaccination requirement to all California roles") Audit log of rule changes Acceptance Criteria [ ] Given a Role + State + Client selection, the system auto-generates the correct set of required certifications [ ] Rules are layered (universal → role → state → client) and produce the union of all matching rules [ ] Each certification has a configurable validity period and renewal window [ ] Certifications auto-transition to "Renewal Due" status when entering their renewal window [ ] Certifications auto-transition to "Expired" when past their expiration date [ ] Reminder notifications are sent at configurable intervals before expiration [ ] Admins can create, edit, and delete rules via an admin interface [ ] Compliance percentage is calculated and visible per worker [ ] Non-expiring certifications (e.g., Hepatitis B) are handled correctly Technical Considerations Rules engine should be data-driven (stored in DB, not hardcoded) for easy admin management Consider a certification_rules table with columns: role, state, client, cert_type, validity_months, renewal_window_days Background job / cron for daily status checks and reminder dispatch API endpoints needed: generate requirements, update cert status, CRUD for rules, get compliance summary Out of Scope (Future Enhancements) SMS notifications Integration with third-party credential verification services Worker self-service upload portal (separate ticket) Mobile push notifications
Linear About 21 hours ago
💡 Feature Request
New View: Archived Files
Please bring back archived files under the Customer so when an expiration item is reselected for a client its easier to find it under the customer instead of going to another section to refind the “archived” expiration items.
Vania Ariosa 23 days ago
💡 Feature Request
New View: Archived Files
Please bring back archived files under the Customer so when an expiration item is reselected for a client its easier to find it under the customer instead of going to another section to refind the “archived” expiration items.
Vania Ariosa 23 days ago
💡 Feature Request
New View: Customizing Calendar
Can we have the ability to sort by TAG instead of Document Type as an additonal option.
Vania Ariosa 23 days ago
💡 Feature Request
New View: Customizing Calendar
Can we have the ability to sort by TAG instead of Document Type as an additonal option.
Vania Ariosa 23 days ago
💡 Feature Request
New View: Customizing Column Changes
Columns can be added and can be sorted in a specific order but it does not stick in the same custom sorting in any section: Locations, Expiration Items, Contacts, Companies. Calendar Document Types can be added but do not stick either
Vania Ariosa 23 days ago
💡 Feature Request
New View: Customizing Column Changes
Columns can be added and can be sorted in a specific order but it does not stick in the same custom sorting in any section: Locations, Expiration Items, Contacts, Companies. Calendar Document Types can be added but do not stick either
Vania Ariosa 23 days ago
💡 Feature Request
Bulk Document Upload
It would be very beneficial if we can use the bulk edit function to attach documents to multiple expiration items, some expiration items are on one big invoice, so it would be good if we can have that document attached to all relevant items by using the bulk edit feature :)
Zander Havenga About 1 month ago
💡 Feature Request
Bulk Document Upload
It would be very beneficial if we can use the bulk edit function to attach documents to multiple expiration items, some expiration items are on one big invoice, so it would be good if we can have that document attached to all relevant items by using the bulk edit feature :)
Zander Havenga About 1 month ago
💡 Feature Request
Unordered List - Nested Bullets
I would like the ability to insert nested bullets in unordered list without having to go to the coded view to code it in.
Christina Cowan 3 months ago
💡 Feature Request
Unordered List - Nested Bullets
I would like the ability to insert nested bullets in unordered list without having to go to the coded view to code it in.
Christina Cowan 3 months ago
💡 Feature Request
Location View Enhancement - Display Additional fields
Allow Location fields to be displayed in the Location view (e.g. the “Code” Field)
Jim DeVico 5 months ago
💡 Feature Request
Location View Enhancement - Display Additional fields
Allow Location fields to be displayed in the Location view (e.g. the “Code” Field)
Jim DeVico 5 months ago
💡 Feature Request
Enhancement request for custom fields
Please allow for a checkbox option for custom fields as this is helpful for use cases like tracking additional reconciled amounts.
Zander Havenga 5 months ago
💡 Feature Request
Enhancement request for custom fields
Please allow for a checkbox option for custom fields as this is helpful for use cases like tracking additional reconciled amounts.
Zander Havenga 5 months ago
💡 Feature Request
Enhancement Request for quick preview button for attachments
Add a quick preview button for attachments to allow users view files before uploading. This would let users verify the file prior completing the full upload process.
Lerenza Howard 5 months ago
💡 Feature Request
Enhancement Request for quick preview button for attachments
Add a quick preview button for attachments to allow users view files before uploading. This would let users verify the file prior completing the full upload process.
Lerenza Howard 5 months ago
💡 Feature Request
Rejected
Add option to sort by last name in the "People" tab.
It would be helpful to have the ability to sort people by last name in the "People" tab.
Sonya Jennings 6 months ago
💡 Feature Request
Rejected
Add option to sort by last name in the "People" tab.
It would be helpful to have the ability to sort people by last name in the "People" tab.
Sonya Jennings 6 months ago
💡 Feature Request
Add ability to choose two workspaces in Custom Reports
When creating a custom report please add the feature to select two specific workspaces rather than just one workspace or all workspaces.
Marion McDermott 6 months ago
💡 Feature Request
Add ability to choose two workspaces in Custom Reports
When creating a custom report please add the feature to select two specific workspaces rather than just one workspace or all workspaces.
Marion McDermott 6 months ago
💡 Feature Request
Allow more file types to be attached to expirations
It would be great if we can add more file types to an expiration, such as .json files or small zip files to make licence management easier :)
Zander Havenga 6 months ago
💡 Feature Request
Allow more file types to be attached to expirations
It would be great if we can add more file types to an expiration, such as .json files or small zip files to make licence management easier :)
Zander Havenga 6 months ago
💡 Feature Request
Improve the Dashboard page view
Improve the Dashboard page view, potentially by allowing users to close or minimize sections, as it can appear busy to new users.
Bridget Connolly 7 months ago
💡 Feature Request
Improve the Dashboard page view
Improve the Dashboard page view, potentially by allowing users to close or minimize sections, as it can appear busy to new users.
Bridget Connolly 7 months ago
💡 Feature Request
AI Scanning - Create multiple expiration items
Please add the option to create multiple expiration items when using the AI Scanner from a single Accord form to reduce manual entry. The reason I need this enhancement is because, when I can an Accord Form it has multiple Expiration dates and I have to create the other Expiration Items manually as the system is unable to scan one document and create multiple expiration items.
Bridget Connolly 7 months ago
💡 Feature Request
AI Scanning - Create multiple expiration items
Please add the option to create multiple expiration items when using the AI Scanner from a single Accord form to reduce manual entry. The reason I need this enhancement is because, when I can an Accord Form it has multiple Expiration dates and I have to create the other Expiration Items manually as the system is unable to scan one document and create multiple expiration items.
Bridget Connolly 7 months ago
💡 Feature Request
Please add the ability to Archive Locations
The ability to archive locations that are no longer active, rather than just deleting them, we need to retain historical data for potential future use.
Bridget Connolly 7 months ago
💡 Feature Request
Please add the ability to Archive Locations
The ability to archive locations that are no longer active, rather than just deleting them, we need to retain historical data for potential future use.
Bridget Connolly 7 months ago
💡 Feature Request
Enhancement request to view tags in the Mobile App
Enhancement request is to allow users to view tags on Expiration Items in the Mobile App. The reason this is helpful is the employees in the field need to be able to organize expiration items by tag.
Anna Mathson 8 months ago
💡 Feature Request
Enhancement request to view tags in the Mobile App
Enhancement request is to allow users to view tags on Expiration Items in the Mobile App. The reason this is helpful is the employees in the field need to be able to organize expiration items by tag.
Anna Mathson 8 months ago
💡 Feature Request
Request is to allow custom fields to be modified from contacts to text
Originally, I had selected to create a contact field under thinking that I would be able to add contact names, but the field automatically linked the names associated to the names that have been registered to under people/contacts. So, I need to modify the custom field from "contacts" to " "text", but that's not possible. Request is to allow the user to modify the custom field type rathe than having to delete it.
Blair Heindl 8 months ago
💡 Feature Request
Request is to allow custom fields to be modified from contacts to text
Originally, I had selected to create a contact field under thinking that I would be able to add contact names, but the field automatically linked the names associated to the names that have been registered to under people/contacts. So, I need to modify the custom field from "contacts" to " "text", but that's not possible. Request is to allow the user to modify the custom field type rathe than having to delete it.
Blair Heindl 8 months ago
💡 Feature Request