Data Source Description: Applications

Summary

View Type

Reporting

English Name

Applications

Description

List of all Learning Plan Instance records with Member Role and Workflow data.

Content

This view provides a view of all user-owned applications in the system, whether they are in progress or their terminal state, and information about the cycle dates, submission date, user role, units, and the user who is completing the application.

Usage

Suggested uses for this view include:

  • Tracking all open applications for a user

  • Tracking the status of all started applications during an initial application or renewal cycle

  • Reviewing the number of applications submitted over time or across cycles

Data Fields

Field Name

English Name

Description

Notes

Available in LearningBuilder Instance

Field Name

English Name

Description

Notes

Available in LearningBuilder Instance

MemberId

Member ID

Foreign Key to Member

 

 

RoleId

Role ID

Foreign Key to Role

 

 

RoleNameAndLabel

Role Name and Label

Role Name, plus Label, if any of the Member Role that owns the LPI

 

 

RoleName

Role Name

Name of the Member Role that owns the LPI

 

 

RoleLabel

Role Label

Label of the Member Role that owns the LPI

 

 

UniqueId

Unique ID

Unique ID of the Member Role that owns the LPI

 

 

FirstName

First Name

 

 

 

LastName

Last Name

 

 

 

MemberName

Member Name

Name of the owner of LPI.

 

 

Email

Email

Primary Email of Member

 

 

LearningPlanInstanceId

Learning Plan Instance ID

Primary Key to Learning Plan Instance

 

 

WorkflowInstanceId

Workflow Instance ID

Foreign Key to Workflow Instance

 

 

LearningPlanId

Learning Plan ID

Foreign Key to Learning Plan Definition

 

 

LearningPlanTypeId

Learning Plan Type ID

 

 

 

LearningPlanType

Learning Plan Type

From Def

Maintenance, Application, Appellate, etc (New)

 

CycleStartDate

Cycle Start Date

 

 

 

CycleEndDate

Cycle End Date

Current cycle end date, as adjusted for exceptions, as required.

 

 

CYCLE_END_DATE_ORIGINAL

Original Cycle End Date

Cycle End Date that matches the normal business rules

New field - Not added at this time

 

ReportingStartDate

Reporting Start Date

 

 

 

ReportingEndDate

Reporting End Date

Reporting cycle end date, as adjusted for exceptions, as required.

 

 

REPORTING_END_DATE_ORIGINAL

Original Reporting End Date

Reporting End Date that matches the normal business rules

New field - Not added at this time

 

CreatedOn

Created On

 

 

 

SubmissionDate

Submission Date

 

 

 

CompletionDate

Completion Date

 

 

 

VersionTwoPlanView

Version Two Plan View

 

 

 

TenantId

Tenant ID

 

 

 

LearningPlanTitle

Learning Plan Title

 

 

 

MinimumUnits

Minimum Units

 

 

 

WorkflowStatus

Workflow or Step Status

Status of Current Workflow Step

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.

Revised 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

 

CurrentStep

Current Step

 

 

 

CurrentStepId

Current Step ID

 

 

 

WorkflowCompletionStatusId

Workflow Completion Status ID

0, 1, or 2

 

 

WorkflowCompletionStatus

Workflow Completion Status

Incomplete, Completed Successfully, or Completed Unsuccessfully

 

 

StepToBeCompletedBy

Step To Be Completed By

Role Name of Role in TO_BE_COMPLETED_BY_ID or “Owner” if To_BE_COMPLETED_BY is 1

 

 

WorkflowModifiedOn

Workflow Modified On

 

 

 

GrantedUnits

Granted Units

 

 

 

RequestedUnits

Requested Units

 

 

 

StepExecuteOrder

Step Execute Order

Step Number on workflow definition

 

 

WorkflowId

Workflow ID

Foreign Key to Workflow

 

 

CurrentStepIsMarkedOwnerComplete

Step Owner Complete

 

 

 

MemberRoleId

Member Role ID

Foreign Key to Member Role

 

 

RoleStatus

Role Status

Status of Role

 

 

IsGranted

Role Is Granted

 

 

 

RoleBeginDate

Role Begin Date

 

 

 

RoleEndDate

Role End Date

 

 

 

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