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Cred Track

Priority Medium-High

This project will begin mid-March 2024 and V1 should be ready for production in Q3 2024

The action plan system was originally created as part of our a client project. We recreated and enhanced existing functionality when they moved from a custom system to WP. We envision it eventually acting as the course step scaffolding for our own LMS project. In this form it may eventually offer algorithmic or AI-based functionality to suggest relevant content to users, creating custom learning paths to meet specific objectives. We're also using it as the basis for a Tangible Cred addon that helps students and student managers track progress towards meeting professional license renewal criteria. This use-case will be our focus in the short-term, as we have a client willing to invest.

Professional Licensing​

(initial thoughts, to expand)

Use Case​

An organization onboards a group of their employees to use learning materials on site. In order to continue operating legally, the organization's employees must meet certain license renewal criteria by a certain date, which may be set for an entire Accrediting Agency (March 1st every 3rd year beginning March 1st, 2023) or may depend on individual user input (Every other birthday, 2 years after last renewal).

Organization management and individuals must be able to keep track of these requirements and their progress towards meeting them.

Requirements​

  • The solution will rely on information from Tangible Cred

    Users will define license renewal dates when inputting their licenses in Tangible Cred. Licenses exist as a meta associated with the relationship between the user and the Accrediting Agency.

    Each compliance tracking instance will be associated with an Accrediting Agency.

    It may make sense to track manual earning events in Tangible Cred, with other earning events. These may need to be excluded from API reporting, depending on agreements a site admin has in place with an Accrediting Agency.

  • Group leader or student can upload offline earnings.

    The site admin associates compliance tracking templates with LearnDash groups (eventually we'll want to interface with MemberSync groups as well, perhaps others). These groups have "Leaders" defined.

    Some continuing education may happen offline, or on external learning providers' sites, so the solution must incorporate manual submission of earning events and certificate PDF upload. Manually uploaded events must include point count, and may satisfy criteria defined in compliance tracking templates

    Each compliance tracking instance will have an assigned identity - the user meant to fulfill the criteria - and possibly multiple users with management permissions. At first, these managers will be Group Leaders. Eventually, future versions of this plugin may allow students to create and manage their own instances.

  • Instances will be generated from templates

    The site admin defines compliance tracking templates, associated with Tangible Cred's Accrediting Agencies.

    Templates define criteria, which can be satisfied by a combination of on-site (Tangible Cred) and external earning events.

    The site admin may select specific accreditations which must be earned as steps. They may define prerequisites for certain steps.

    An new instance will be generated each time a new license renewal period for an eligible user begins. The due date will be set to the user's defined license expiration. This must be triggered once the user updates their renewal date. We may need to notify the user that their renewal date is past expiration if they don't update it.

    Requirements that can be fulfilled by defined actions:

    • Manual upload
    • Course Completion -> any course, specific course, list of courses
    • Point earning - 'x' points of type 'a' earned

    The site admin may determine rules for when instances are generated. This may be required in cases where this feature is behind a paywall: maybe a certain subscription or membership in Woo, maybe the auto-generation only applies when the template is associated with a group, maybe it applies to everyone on the site who is associated with the Accrediting Agency

    Autogenerated instances from templates are named Date - Student - Template Name

    Instances can be created without template, the editing experience will be largely similar to template create/edit

  • Site admins, managers and students may view progress and download proof

    A frontend view will be required for management, progress viewing, and external event uploads. Instance managers and assignees may download proof to send to state agency. Managers may download for their entire organization at once.

    • CSVs of earning events
    • Transcript PDF document of earning events
    • Bulk download certificate PDFs

    Manager may verify user-submitted earning events, implying some manner of status associated with steps in a compliance tracking instance beyond completed / incomplete. On-site course completions are automatically verified. Earning events uploaded by a manager are automatically verified.