Data Source Description: Member Role

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

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.

RoleStatusId

Role Status ID

ID of Role Status

CreatedOn

Created On

This is an automatic stamp that tells the date the Role Create Workflow was first started.

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.

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.

ModifiedOn

Modified On

Date Member Role last modified

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.

Attributes that describe the Role definition for each Role (joined from the Roles table )

RoleId

Role ID

Foreign Key to Role

RoleName

Role Name

Role Name of the Member Role

RoleLabel

Role Label

Label of the Member Role

IsSystemRole

Is System Role

If the Member Role is a System Role

Attributes that describe the person (joined from the MEMBERS table)

MemberId

Member ID

Foreign Key to Member

MemberType

Member Type

Member Type for the Role

MEMBER, STAFF

MemberTypeForRole

Member Type for Role

Member Type for the Role

PERSON, ORGANIZATION

MemberTypeForMember

Member Type for Member

Member Type for the Member

PERSON, ORGANIZATION

UniqueId

Unique ID

Unique ID of Role

FirstName

First Name

First Name of Member

LastName

Last Name

Last Name of Member

MemberName

Member Name

Member Name of Member

Email

Email

Primary Email of Member

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)

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.

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

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

CurrentStep

Current Step

Step Name of current workflow step of the Latest Workflow.

CurrentStepId

Current Step ID

WorkflowModifiedOn

Workflow Modified On

Last modified date of the Latest Workflow

WorkflowCompletionStatusId

Workflow Completion Status ID

The numeric status of the Latest Workflow.

0, 1, or 2 of Latest Workflow

WorkflowCompletionStatus

Workflow Completion Status

The text value of the status of the Latest Workflow.

Incomplete, Completed Successfully, or Completed Unsuccessfully of Latest Workflow

StepExecuteOrder

Step Execute Order

Step Number or workflow definition of Latest Workflow

WorkflowId

Workflow ID

Foreign Key to Workflow of Latest Workflow

CurrentStepIsMarkedOwnerComplete

Step Owner Complete

 Of Latest Workflow