Skip to content
  • There are no suggestions because the search field is empty.

The Essential Guide to Report Categories: QUALIFICATIONS

This report is your comprehensive tool for checking compliance and qualification status. Simply put, it shows you who is qualified and why. You'll see the final overall status (the Qualification) alongside the specific rules (the Requirements) that were checked to determine the outcome. The report also includes details about the organization and the user, giving you a clear, complete picture of compliance against every necessary standard.

1. Qualification Details (The Core Record)

This section defines the certification, license, or specific qualification being tracked.

Data Field Purpose
Qualification Id The unique identifier for the specific qualification record.
Qualification Label A human-readable name for the qualification (e.g., "Level 2 Safety Training").
Qualification Status The current state of the qualification (e.g., Active, Expired, Pending Review, Denied).
Qualification Created Time / Modified Time Timestamps showing when the record was created and last updated.
Qualification Source Type / Id The system or entity that generated or validated the qualification.
Qualification Version Tracks different versions or iterations of the same qualification.

2. Requirement Details (The Compliance Checklist)

Qualifications often consist of multiple requirements. This section tracks the progress and outcome of those individual checks.

Data Field Purpose
Requirement Id Unique identifier for a specific check or step within the qualification.
Requirement Configuration Id Identifier linking the requirement back to the system's underlying rule set.
Requirement Label / slug The name or short code for the requirement (e.g., "Background Check," "License Upload").
Requirement Status The outcome of the check (e.g., Met, Failed, In Progress).
Requirement Started Time / Completed Time Timestamps for the beginning and end of the requirement process.
Requirement Details / answers Data containing the specific evidence or responses submitted by the user.
Requirement Message Any system or human-generated message related to the status or failure.
Requirement is bypassed This will show you if the requirement was passed, bypassed or failed.

3. Contextual Entities (The Who and Where)

These categories link the qualification to the individual and the organization they represent.

Category Key Fields Purpose
Organization Organization id, Organization Name Identifies the business entity associated with the qualification. Crucial for reporting on organizational readiness.
User User ID, Email, Phone, First/Last/Middle Name Essential demographic data for identifying the individual.
User User License State, Address State, Url Link, Created Time Compliance-related user details, such as the state where a license was issued, and timestamps for user creation.

Qualification Aggregates (The Volume Metrics)

These simple yet vital metrics quantify the scope of qualifications being managed.

Aggregate Metric Calculation / Significance
Qualification Count The total number of qualification records in the system. Used to measure the total volume of work processed.
Qualification unique Count The count of unique users or unique organizations that hold a qualification. Crucial for measuring the breadth of compliance.