Data Source Description: Member Role
- Mallory Bucell
- Christopher Butcher
- Steve Ross
Summary
View Type | Reporting |
|---|---|
English Name | Member Role |
Description | List of all Member Role records with current Workflow data. |
Content | This view provides information on all member role instances created in the system. It also provides additional information about each role, such as the begin and end date, whether or not the role is granted, its workflow status and current step, the role status, and basic demographic information about the user that owns the role. |
Usage
Suggested uses for this view include:
Track the Role status of all individuals with a certain Role type
Identify cohorts with higher- or lower-than-average granting or expiry of specific roles
Identify Roles that are about to expire in order to notify the impacted users.
View all roles and their statuses owned by a specific user
Data Fields
View Field Name | English Name | Key | Description | Notes | Available in LearningBuilder Version |
|---|---|---|---|---|---|
Attributes that describe each Member Role Record | |||||
MemberRoleId | Member Role ID | Primary Key of the View | Use this as the join field when you want to ensure to describe each credential when there is a possibility a person can possess multiple credentials. | Represents a single record |
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RoleStatus | Role Status |
| Status of Role. Statuses are defined by Custom Lists. Many use the Baseline “Practitioner Statuses” list. The specific list and the items on each list are managed for each instance. |
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RoleStatusId | Role Status ID |
| ID of Role Status |
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CreatedOn | Created On |
| This is an automatic stamp that tells the date the Role Create Workflow was first started. |
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BeginDate | Role Begin Date |
| The canonical definition of this field is: The date the person achieved the milestone to obtain the credential governed by the Role. In other words, the Certification Begin Date, Certification Date, License Date, Accreditation Date, etc. In some cases, however, we have used this to indicate “the date the person started the Role.” We are no longer using this model because the start of the credentialing journey is now stored in the Created On attribute. However, some instances may still use this model. |
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EndDate | Role End Date |
| The canonical definition of this field is: The date the credential governed by this Role expired or will expire. In other words, Certification Expiration Date, Licensure Expiration Date, Accreditation Expiration Date, Certified Through, etc. In some cases, we have used this field to indicate the actual date a member’s credential expired. We no longer use this practice because there are so few situations in which a member’s credential end date departs from their expiration date. The exceptions are active retirement and death. |
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ModifiedOn | Modified On |
| Date Member Role last modified |
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IsGranted | Is Granted |
| Describes whether a person is currently authorized to function within the Role. This value is more commonly used to manage the status of Administrative roles (e.g., Administrator, Reviewer) because it governs access to various parts of the system. The status allows us to manage access as part of the Role creation process. For example, a person may need to complete three steps of a Grant Role workflow to be eligible to complete applications. In that case, the Is Granted would be “no” until the third step was completed. |
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Attributes that describe the Role definition for each Role (joined from the Roles table ) | |||||
RoleId | Role ID | Foreign Key to Role |
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RoleName | Role Name |
| Role Name of the Member Role |
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RoleLabel | Role Label |
| Label of the Member Role |
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IsSystemRole | Is System Role |
| If the Member Role is a System Role |
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Attributes that describe the person (joined from the MEMBERS table) | |||||
MemberId | Member ID | Foreign Key to Member |
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MemberType | Member Type |
| Member Type for the Role | MEMBER, STAFF |
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MemberTypeForRole | Member Type for Role |
| Member Type for the Role | PERSON, ORGANIZATION |
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MemberTypeForMember | Member Type for Member |
| Member Type for the Member | PERSON, ORGANIZATION |
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UniqueId | Unique ID |
| Unique ID of Role |
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FirstName | First Name |
| First Name of Member |
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LastName | Last Name |
| Last Name of Member |
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MemberName | Member Name |
| Member Name of Member |
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| Primary Email of Member |
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The Workflow Status of the Workflows that are current or that were most recently used to modify each Role | |||||
CreateWorkflowInstanceId | Create Workflow Instance ID | Foreign Key to Created Workflow Instance, (Grant) |
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LatestWorkflowInstanceId | Latest Workflow Instance ID | Foreign Key to Latest Workflow Instance, Edit or Grant |
| Modified field from EDIT_WORKFLOW_INSTANCE_ID by giving GRANT ID when EDIT ID is NULL All other workflow fields refer to this workflow. |
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WorkflowStatus | Workflow or Step Status |
| Status of Current Workflow Step of Latest Workflow If the workflow instance is incomplete, shows the current workflow step status. If it is completed successfully, it show’s the workflow definition’s final successful status. If it is completed unsuccessfully, it show’s the workflow definition’s final unsuccessful status. | New Field: Phase 1: Change to match the Intrinsic Definition and showed the Completion Status text when Workflow Completion Status was 1 or 2. Phase 2: Add support for multiple Completion Status sub-status for Completed Successfully and Completed Unsuccessfully. See also: https://heuristicsolutions.atlassian.net/wiki/spaces/I7IPM/pages/1215856996 |
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StepToBeCompletedBy | Step To Be Completed By |
| The Role of the actor on the current workflow step. The name of the Role or “Owner.” | TO_BE_COMPLETED_BY_ID or “Owner” if To_BE_COMPLETED_BY is 1 |
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CurrentStep | Current Step |
| Step Name of current workflow step of the Latest Workflow. |
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CurrentStepId | Current Step ID |
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WorkflowModifiedOn | Workflow Modified On |
| Last modified date of the Latest Workflow |
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WorkflowCompletionStatusId | Workflow Completion Status ID |
| The numeric status of the Latest Workflow. | 0, 1, or 2 of Latest Workflow |
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WorkflowCompletionStatus | Workflow Completion Status |
| The text value of the status of the Latest Workflow. | Incomplete, Completed Successfully, or Completed Unsuccessfully of Latest Workflow |
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StepExecuteOrder | Step Execute Order |
| Step Number or workflow definition of Latest Workflow |
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WorkflowId | Workflow ID | Foreign Key to Workflow of Latest Workflow |
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CurrentStepIsMarkedOwnerComplete | Step Owner Complete |
| Of Latest Workflow |
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