{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Process synchronization is the means by which progress in a credentialing process is shared with a member management system. This process allows the member management system to capture specific credentialing milestones, such as completing an application, acceptance or rejection of an application. Process data includes the parameters of the process (e.g., start and end dates, reporting start and end dates) as well as progress information (e.g., number of units achieved, submitted or not submitted).","type":"text"}]},{"type":"paragraph","content":[{"text":"If the external system will be using process data (e.g., date credential achieved, exam date, current CE units) the preferred approach is for the member management system to retrieve current data from LearningBuilder™ when it is needed. This can be accomplished both as an ad hoc request and as a scheduled process.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Process Synchronization Implementation","type":"text"}]},{"type":"paragraph","content":[{"text":"Implementing requires the following two components:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The member management system generates a token and calls the LearningBuilder™ SOAP web service once for each member’s role in the system to be synchronized. Generally, a member will have only one role/credential but if there is more than one, each role/credential will be requested separately.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The LearningBuilder™ SOAP service validates the token and returns results.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Data flow","type":"text"}]},{"type":"paragraph","content":[{"text":" The Figure below shows process data requested by the external system and returned by LearningBuilder™.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"type":"external","url":"http://help.learningbuilder.com/learningbuilder/images/image7.png"}}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Technical Specifications","type":"text"}]},{"type":"paragraph","content":[{"text":"The member management system will submit a GetRoleData transaction via XML using SOAP 1.1.","type":"text"}]},{"type":"paragraph","content":[{"text":"The transaction will be submitted to the following URL:","type":"text"}]},{"type":"paragraph","content":[{"text":"https://[YourSite].LearningBuilder™.com/services/ProcessSynchronization.svc","type":"text","marks":[{"type":"link","attrs":{"href":"#"}}]}]},{"type":"paragraph","content":[{"text":"Below is an example of the request. The Schema for the SOAP/1.1 envelope is found here: ","type":"text"},{"text":"http://schemas.xmlsoap.org/soap/envelope/","type":"text","marks":[{"type":"link","attrs":{"href":"http://schemas.xmlsoap.org/soap/envelope/"}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]},{"type":"codeBlock","attrs":{"language":"xml"},"content":[{"text":"\n \n \n \n 7.8.0\n 1196367600\n Practitioner\n 3\n Activity\n Summary\n token\n \n \n","type":"text"}]},{"type":"paragraph","content":[{"text":"The following table describes each field in the Get Role Data XML call.","type":"text"}]},{"type":"table","attrs":{"layout":"default","width":760.0,"localId":"05a65ddd-395b-4ad0-9b63-6b65f2b0d5c1"},"content":[{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[178.0]},"content":[{"type":"paragraph","content":[{"text":"Field","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[580.0]},"content":[{"type":"paragraph","content":[{"text":"Description","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[178.0]},"content":[{"type":"paragraph","content":[{"text":"Version","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[580.0]},"content":[{"type":"paragraph","content":[{"text":"Constant that determines what version of the specification should be applied. Must be 7.8.0","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[178.0]},"content":[{"type":"paragraph","content":[{"text":"Timestamp","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[580.0]},"content":[{"type":"paragraph","content":[{"text":"See section on ","type":"text"},{"type":"inlineCard","attrs":{"url":"https://heuristicsolutions.atlassian.net/wiki/spaces/DOCS/pages/2319253584"}},{"text":". ","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[178.0]},"content":[{"type":"paragraph","content":[{"text":"Unique Id","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[580.0]},"content":[{"type":"paragraph","content":[{"text":"See section on ","type":"text"},{"type":"inlineCard","attrs":{"url":"https://heuristicsolutions.atlassian.net/wiki/spaces/DOCS/pages/2319253584"}},{"text":". ","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[178.0]},"content":[{"type":"paragraph","content":[{"text":"Token","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[580.0]},"content":[{"type":"paragraph","content":[{"text":"See section on ","type":"text"},{"type":"inlineCard","attrs":{"url":"https://heuristicsolutions.atlassian.net/wiki/spaces/DOCS/pages/2319253584"}},{"text":". ","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[178.0]},"content":[{"type":"paragraph","content":[{"text":"Role","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[580.0]},"content":[{"type":"paragraph","content":[{"text":"Text. Must be a string with a valid role that corresponds to the member’s record in LearningBuilder™. This is often ‘Practitioner’, but varies by client. It can be the name of a credential if members can have multiple credentials.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[178.0]},"content":[{"type":"paragraph","content":[{"text":"Request Depth","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[580.0]},"content":[{"type":"paragraph","content":[{"text":"Text. Request depth determines how much of the individual’s process information to return. The options can include the following: ","type":"text"},{"type":"hardBreak"},{"text":"Role","type":"text","marks":[{"type":"strong"}]},{"text":" (default)—Only Member Role information is returned. ","type":"text"},{"type":"hardBreak"},{"text":"LearningPlan","type":"text","marks":[{"type":"strong"}]},{"text":"—Member Role and process information is returned ","type":"text"},{"type":"hardBreak"},{"text":"TaskGroup—","type":"text","marks":[{"type":"strong"}]},{"text":"Member Role, process and task group information is returned","type":"text"},{"type":"hardBreak"},{"text":"Activity","type":"text","marks":[{"type":"strong"}]},{"text":"—All data related to the process for the role is returned","type":"text"},{"type":"hardBreak"},{"text":"To optimize performance, make a request at the depth that returns the fewest unnecessary fields.","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[178.0]},"content":[{"type":"paragraph","content":[{"text":"Request Type","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[580.0]},"content":[{"type":"paragraph","content":[{"text":"This field determines which system view to use for the data extract. The options are ","type":"text"},{"text":"Summary","type":"text","marks":[{"type":"strong"}]},{"text":" and ","type":"text"},{"text":"Detail","type":"text","marks":[{"type":"strong"}]},{"text":". The specific fields returned for ","type":"text"},{"text":"Member Role","type":"text","marks":[{"type":"link","attrs":{"href":"http://help.learningbuilder.com/learningbuilder/page.aspx?pageid=person_role_intrinsic_fields"}}]},{"text":", ","type":"text"},{"text":"Learning Plan Instance","type":"text","marks":[{"type":"link","attrs":{"href":"http://help.learningbuilder.com/learningbuilder/page.aspx?pageid=learning_plan_instance_intrinsic_fields"}}]},{"text":", and ","type":"text"},{"text":"Activity Instance","type":"text","marks":[{"type":"link","attrs":{"href":"http://help.learningbuilder.com/learningbuilder/page.aspx?pageid=activity_instances"}}]},{"text":" are configured within Summary and Detail Entity Views. For performance reasons, include only necessary fields in requests. (Optional; defaults to ","type":"text"},{"text":"Summary","type":"text","marks":[{"type":"strong"}]},{"text":" if blank or invalid)","type":"text"}]}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"},{"text":"The member management SOAP web service validates the token and returns the GetRoleDataResponse. Below is an example of the response.","type":"text"}]},{"type":"paragraph","content":[{"text":"Note that the elements in the XML example below were manually ordered for readability. LearningBuilder™ will likely generate them in alphabetical order. However, the hierarchy will be maintained.","type":"text"}]},{"type":"codeBlock","attrs":{"language":"xml"},"content":[{"text":"\n \n \n \n 0\n \n Title\n First Name\n Middle Name\n Last Name\n Suffix\n Alternate Name\n Email@email.com\n Active\n \n \n \n Practitioner\n Label 1\n Member-Active\n 3\n 01/01/2012\n 01/01/2012\n \n . . . More Extrinsic Role fields per client specifications\n \n 1 \n Current Step Title \n Completed Successfully\n \n \n \n Maintenance\n Learning Plan Name\n 01/01/2012\n 12/31/2012\n 01/01/2012\n 12/31/2012\n 100\n 1\n 1\n \n . . . More Extrinsic Role fields per client specifications\n \n \n Task Group Name\n False\n True \n 1\n 1\n 1\n \n \n \n 1\n 1\n \n 1 \n Current Step Title\n Completed Successfully\n \n \n \n. . . . . . . More Activity Instances\n \n \n \n. . . . . . . More Task Group Instances \n \n \n \n 1\n Current Step Title \n Completed Successfully\n \n \n \n. . . . . . . More Learning Plan Role Instances\n \n \n \n \n. . . . . More Role Instances\n \n \n \n \n \n","type":"text"}]},{"type":"paragraph","content":[{"text":"The following table describes each field in the Get Role Data Result XML. 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","type":"text"},{"type":"hardBreak"},{"text":"0 = Success ","type":"text"},{"type":"hardBreak"},{"text":"1 = Bad Token -- see troubleshooting notes below.","type":"text"},{"type":"hardBreak"},{"text":"2 = Unique Identifier Not Found ","type":"text"},{"type":"hardBreak"},{"text":"3 = Role not Found ","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[153.0]},"content":[{"type":"paragraph","content":[{"text":"Profile","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[109.0]},"content":[{"type":"paragraph","content":[{"text":" ","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[494.0]},"content":[{"type":"paragraph","content":[{"text":"Always provided if Success > 1. 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","type":"text"},{"type":"hardBreak"},{"text":"Password Reset","type":"text","marks":[{"type":"strong"}]},{"text":"—The member has requested a new password ","type":"text"},{"type":"hardBreak"},{"text":"New","type":"text","marks":[{"type":"strong"}]},{"text":"—The member has created an account but has not completed the registration process. ","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[153.0]},"content":[{"type":"paragraph","content":[{"text":"Role Instances","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[109.0]},"content":[{"type":"paragraph","content":[{"text":" ","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[494.0]},"content":[{"type":"paragraph","content":[{"text":"Always provided if Success is > 2. May be zero, one or many occurrences. One per Member Role Instance of the Role requested. 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","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[153.0]},"content":[{"type":"paragraph","content":[{"text":"Unique Identifier ","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[109.0]},"content":[{"type":"paragraph","content":[{"text":"200","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[494.0]},"content":[{"type":"paragraph","content":[{"text":"The Unique Identifier for the role. 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Field names are defined by the client when adding ","type":"text"},{"text":"Extrinsic Fields","type":"text","marks":[{"type":"link","attrs":{"href":"http://help.learningbuilder.com/learningbuilder/page.aspx?pageid=adding_a_new_field"}}]},{"text":" to the ","type":"text"},{"text":"Member Role - Grant ","type":"text","marks":[{"type":"link","attrs":{"href":"http://help.learningbuilder.com/learningbuilder/page.aspx?pageid=person_role_grant_workflows"}}]},{"text":" or ","type":"text"},{"text":"Member Role - Edit","type":"text","marks":[{"type":"link","attrs":{"href":"http://help.learningbuilder.com/learningbuilder/page.aspx?pageid=person_role_-_edit_workflows"}}]},{"text":" Workflow (Optional). 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","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[153.0]},"content":[{"type":"paragraph","content":[{"text":"Current Step ","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[109.0]},"content":[{"type":"paragraph","content":[{"text":" 10","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[494.0]},"content":[{"type":"paragraph","content":[{"text":"The execute order of the current step of the workflow for this entity instance. This a sequential number based on the workflow configuration. 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