Credential Summary Templates

Introduced in 10.10.0, Credential Summary Templates are used to configure the “Credential header” area of the Application Pathways Page.

On this page, the term “Credential” is synonymous with the system term “Discipline”

Executive Summary

The Application Pathways Page can display information about a Practitioner’s credentials, grouped by Credential (Discipline).

The header of each section can be configured to meet program-specific needs.

Screenshot of where the Credential Summary is displayed

Credential Summary Templates are configured at Admin → Credentials → Credential Summary Templates.

Admin page for managing the templates

Templates can be shared between multiple Credentials. The linkage is established from the Admin → Credentials → Edit Credential page.

Configuring the template

Credential Summary Templates use the Scriban template language. For full details on its syntax, please refer to its official language documentation.

The Credential Summary template has access to a PathwaysCredentialModel that exposes information about the Credential and the associated Member Role.

In addition to those data elements, the model also exposes some helper functions for rendering common elements of the summary.

Data properties

Category

Property

Purpose

Category

Property

Purpose

Credential

{{ model.DisciplineId }}

Int: The ID of the Credential (Discipline)

{{ model.Title }}

String: Credential title

{{ model.Description }}

String: Credential description.

{{ model.LogoAsString }}

String: A Base64 encoding of the logo data.

Role

{{ model.RoleId }}

Int: The ID of the Role representing the Credential

{{ model.RoleName }}

String: The name of the Role associated with the Credential

{{ model.Abbreviation }}

String: The abbreviation associated with the Role.

{{ model.RolePriority }}

Int: The assigned Role Priority, or null if no explicit Priority has been assigned

 

 

Member Role

{{ model.MemberRoleId }}

Int: The ID of the Member Role representing the Credential, or null if the user doesn’t have a relevant Member Role yet

{{ model.IsGranted }}

Bool: Whether or not the role is Granted

{{ model.MemberId }}

Int: The ID of the Member for the Practitioner

{{ model.MemberType }}

String: The type of Member. “Person” or “Organization”

{{ model.Email }}

String: Member’s email address

{{ model.UniqueId }}

String: Unique Id of the Member Role, or empty

{{ model.RoleLabel }}

String: Role Label assigned (in the case of a multi-instance Role)

{{ model.RoleStatus }}

String: Role Status assigned to the Member Role

{{ model.RoleStatusId }}

Int: ID of the assigned Role Status record

{{ model.WorkflowStatus }}

String: Workflow Status for the Grant/Edit Role Workflow

{{ model.BeginDate }}

Date: Role begin date

{{ model.EndDate }}

Date: Role end date

 

 

Configuration / Other

{{ model.Header }}

String: The label associated with the current section of the Pathways page

{{ model.CardType }}

CardTypeEnum:

{{ model.PathwaysConfigurationSectionIds }}

String:

Helper functions

Function

Purpose

Function

Purpose

{{ DetailsLink }}

Renders the “Show Details” link that expands/collapses the Credential Description.

{{ model.LogoAsString | GenerateImgSrc }}

Renders the Credential Logo

Customizing the default template

The default template is designed to support multiple different use cases, although you will need to make a copy of it before you can modify it.

Step

Step

1

Create a copy of the default template

The default template is controlled at the system level and cannot be directly modified. If you need to customize it, start by creating a copy.

2

Modify the “configuration variables” section of the template

You can leave the Styles field blank, unless you need to create custom CSS styles as part of your customizations.

The Scriban Template field contains a template with two separate sections. The first section contains a number of “configurable variables” that control how the template behaves. See below for detailed instructions.

3

Link your new template to the Credential(s) that should use it

Edit the appropriate Credentials and choose your new template.

Default template configuration variables

The default template starts with a code section like this:

{{ # ===================================================================== # What field to use as the due date? Supported values are "ROLE-END-DATE" and "_NONE" DUE_DATE_FIELD = "ROLE-END-DATE" ... [truncated] }}

The things in UPPER_CASE, such as SHOW_DESC_WHEN_USER_DOES_NOT_HAVE_ROLE, are variables that you can modify to affect how the template behaves. The specific use cases that are supported are:

Template variable

Use case / instructions

Template variable

Use case / instructions

DUE_DATE_FIELD = "ROLE-END-DATE"

Controls which Attribute is used to calculate the “due date”.

  • “ROLE-END-DATE” - use the Member Role’s EndDate value

  • “_NONE” - do not calculate a due date

STATUS_TO_DUE_DATE_LABELS = { "Active" : "Expiration", "Deceased" : "_NONE" } DEFAULT_DUE_DATE_LABEL = "Deadline"

Can be used to change the terminology used to refer to the “due date”, based upon Role Status.

For instance, you might want to call the due date the “Submission Deadline” for applicants, and the “Expiration Date” for active practitioners.

To suppress the due date for one or more statuses, map them to “_NONE”.

The DEFAULT_DUE_DATE_LABEL is used for all Status values without an explicit mapping.

NOT_ACTIONABLE = { "cssClass": "deadline-not-actionable", "color": "#444444", "icon": null, "iconTooltip": null } DUE_DATE_CATEGORIES = [ { "daysUntilGTE": 30, "cssClass": "deadline-ok", "color": "#fb952c", "icon": null, "iconTooltip": null }, { "daysUntilGTE": 0, "cssClass": "deadline-looming", "color": "#b61e3a", "icon": "fas fa-stopwatch", "iconTooltip": "This date is coming soon" }, { "daysUntilGTE": -30, "cssClass": "deadline-pastdue", "color": "#b61e3a", "icon": "fas fa-exclamation-triangle", "iconTooltip": "This date is in the past" }, { "daysUntilGTE": -999999999, "cssClass": "deadline-oldnews", "color": "#444444", "icon": null, "iconTooltip": null } ]

Can be used to change the color used to display the due date, based on how far away the date is.

For instance, you might want to display dates in red when past due, orange when due within 30 days, and green otherwise.

This setting accepts one or more elements in an array. The array is examined sequentially, so these should be entered in descending value (e.g. the furthest future value listed first, the furthest past value listed last)

For each date range you can control the CSS class that is applied (in case you have custom styles defined), the hex color code to display the date in, a FontAwesome icon to display, and the icon tooltip.

Can be used to display a “Print Certificate” link for specific Role Status values.

Each Role Status (that should display the print link) should be mapped to the ID of a Template Attribute that should be rendered.