Peer Mentor Certification Management
Feature Detail
Description
Tracks the certification status and expiry dates of peer mentors, primarily for HLF where certification is mandatory and carries a formal physical card that peer mentors regard as a mark of distinction. The system stores certification issue date, expiry date, and renewal history per peer mentor, and sends automated reminders to both the peer mentor and their coordinator as expiry approaches. Coordinators can view certification status across their roster, manually record renewals after in-person course completion, and initiate course enrolment from within the app. Expired certifications trigger automatic status transitions (pause) and, for HLF, synchronisation with the external Dynamics portal to remove the peer mentor from public listings.
Analysis
Ensures only qualified peer mentors are active and publicly visible, protecting the credibility of the peer mentor schemes. Reduces coordinator effort in manually tracking expiry dates and chasing renewals. Critical for HLF's compliance requirements.
Store: cert_issued_at, cert_expires_at, cert_type, renewal_history (JSONB). Nightly cron checks for expiry within 30, 14, and 7 days — push notification + in-app badge. Auto-pause on day of expiry. Coordinator dashboard widget: 'Certifications expiring this month'. HLF Dynamics sync via webhook on status change. Physical card detail is out of scope for digital system.
Components (208)
Shared Components
These components are reused across multiple features
User Interface (59)
Service Layer (52)
Data Layer (33)
Infrastructure (54)
User Stories (12)
As a As a Coordinator
I want to see a certification status badge displayed prominently on my peer mentor profile within the app
So that I can quickly confirm at a glance that my profile accurately reflects my certified status without navigating to a dedicated certification screen
- Given I have an active certification, when I view my peer mentor profile or detail screen, then I see a green 'Certified' badge near my name or role label
- Given my certification expires within 60 days, when I view my profile, then the badge changes to amber and displays 'Expiring Soon' with the expiry date as a subtitle
- Given my certification has expired, when I view my profile, then the badge displays a red 'Expired' label with the expiry date
- +2 more
As a As a Coordinator
I want to clearly understand what happens to my profile and assignments if my certification expires
So that I appreciate the importance of renewal and am motivated to act before my status is affected
- Given my certification expires within 30 days, when I view the certification screen, then I see a plain-language explanation stating that upon expiry my profile will no longer appear in the organization's peer mentor directory until I renew
- Given my certification has expired, when I view the certification screen, then I see a confirmation that my profile has been suppressed from the directory, alongside the date suppression took effect
- Given I am suppressed from the directory due to expiry, when I view my profile from the app, then I see a visibility indicator showing 'Not visible to contacts' with a link to start the renewal process
- +2 more
As a As a Coordinator
I want to see a contextual prompt within the app that guides me to enroll in a certification renewal course when my certification is nearing expiry
So that I can quickly act on the renewal without needing to navigate external systems or contact a coordinator
- Given my certification expires within 60 days, when I open the certification status screen, then I see a course enrollment prompt section listing upcoming renewal courses with dates, locations (online or in-person), and an 'Enroll' button
- Given I tap 'Enroll' on a course, when the enrollment flow begins, then I am either enrolled in-app or redirected to the HLF course portal with pre-filled personal details to minimize friction
- Given no renewal courses are currently available in the system, when I view the enrollment prompt, then I see a message explaining that no courses are scheduled yet, with an option to be notified when a course becomes available
- +2 more
As a As a Organization Administrator
I want to see a certification status badge displayed prominently on my peer mentor profile within the app
So that I can quickly confirm at a glance that my profile accurately reflects my certified status without navigating to a dedicated certification screen
- Given I have an active certification, when I view my peer mentor profile or detail screen, then I see a green 'Certified' badge near my name or role label
- Given my certification expires within 60 days, when I view my profile, then the badge changes to amber and displays 'Expiring Soon' with the expiry date as a subtitle
- Given my certification has expired, when I view my profile, then the badge displays a red 'Expired' label with the expiry date
- +2 more
As a As a Organization Administrator
I want to clearly understand what happens to my profile and assignments if my certification expires
So that I appreciate the importance of renewal and am motivated to act before my status is affected
- Given my certification expires within 30 days, when I view the certification screen, then I see a plain-language explanation stating that upon expiry my profile will no longer appear in the organization's peer mentor directory until I renew
- Given my certification has expired, when I view the certification screen, then I see a confirmation that my profile has been suppressed from the directory, alongside the date suppression took effect
- Given I am suppressed from the directory due to expiry, when I view my profile from the app, then I see a visibility indicator showing 'Not visible to contacts' with a link to start the renewal process
- +2 more
As a As a Organization Administrator
I want to see a contextual prompt within the app that guides me to enroll in a certification renewal course when my certification is nearing expiry
So that I can quickly act on the renewal without needing to navigate external systems or contact a coordinator
- Given my certification expires within 60 days, when I open the certification status screen, then I see a course enrollment prompt section listing upcoming renewal courses with dates, locations (online or in-person), and an 'Enroll' button
- Given I tap 'Enroll' on a course, when the enrollment flow begins, then I am either enrolled in-app or redirected to the HLF course portal with pre-filled personal details to minimize friction
- Given no renewal courses are currently available in the system, when I view the enrollment prompt, then I see a message explaining that no courses are scheduled yet, with an option to be notified when a course becomes available
- +2 more
As a As a Coordinator
I want to view a history of my past certifications and renewals in the app
So that I have a clear record of my qualifications over time and can verify my certification journey for personal reference or organizational requirements
- Given I have completed at least two certification cycles, when I scroll to the certification history section on the certification screen, then I see a chronological list of past certifications with issue date, expiry date, and renewal status (Renewed / Lapsed / Active)
- Given I have only one certification record, when I view the certification history section, then I see a single entry and a message indicating I have been certified since that date
- Given a certification was allowed to lapse before renewal, when I view that entry in history, then it is marked with a 'Lapsed' label and the date it expired without renewal
- +2 more
As a As a Organization Administrator
I want to view a history of my past certifications and renewals in the app
So that I have a clear record of my qualifications over time and can verify my certification journey for personal reference or organizational requirements
- Given I have completed at least two certification cycles, when I scroll to the certification history section on the certification screen, then I see a chronological list of past certifications with issue date, expiry date, and renewal status (Renewed / Lapsed / Active)
- Given I have only one certification record, when I view the certification history section, then I see a single entry and a message indicating I have been certified since that date
- Given a certification was allowed to lapse before renewal, when I view that entry in history, then it is marked with a 'Lapsed' label and the date it expired without renewal
- +2 more
As a As a Coordinator
I want to view my current certification status, expiry date, and any alerts about upcoming expiry in one clear screen
So that I can stay informed about the validity of my certification and take timely action before it lapses
- Given I am a peer mentor with an active certification, when I navigate to the certification screen, then I see my certification name, issue date, expiry date, and a green status badge indicating 'Active'
- Given my certification expires within 60 days, when I open the certification screen, then I see a prominent amber warning banner indicating the number of days remaining and a prompt to enroll in a renewal course
- Given my certification has expired, when I open the certification screen, then I see a red expiry badge and a clear message explaining that I am no longer visible to contacts in the organization directory until I renew
- +2 more
As a As a Coordinator
I want to receive timely push notifications warning me that my certification is approaching its expiry date
So that I have enough lead time to enroll in a renewal course and avoid any interruption to my active peer mentor status
- Given my certification expires in exactly 90 days, when the nightly scheduler runs, then I receive a push notification titled 'Your certification expires in 90 days' with a body explaining what will happen if I do not renew and a deep link to the certification screen
- Given I have already received the 90-day notification, when my certification reaches 60 days from expiry, then I receive a second escalating notification with stronger urgency language
- Given my certification expires today, when the expiry check edge function runs, then I receive a notification informing me that my certification has expired and I am no longer visible in the organization directory, with a prompt to enroll in a renewal course
- +2 more
As a As a Organization Administrator
I want to view my current certification status, expiry date, and any alerts about upcoming expiry in one clear screen
So that I can stay informed about the validity of my certification and take timely action before it lapses
- Given I am a peer mentor with an active certification, when I navigate to the certification screen, then I see my certification name, issue date, expiry date, and a green status badge indicating 'Active'
- Given my certification expires within 60 days, when I open the certification screen, then I see a prominent amber warning banner indicating the number of days remaining and a prompt to enroll in a renewal course
- Given my certification has expired, when I open the certification screen, then I see a red expiry badge and a clear message explaining that I am no longer visible to contacts in the organization directory until I renew
- +2 more
As a As a Organization Administrator
I want to receive timely push notifications warning me that my certification is approaching its expiry date
So that I have enough lead time to enroll in a renewal course and avoid any interruption to my active peer mentor status
- Given my certification expires in exactly 90 days, when the nightly scheduler runs, then I receive a push notification titled 'Your certification expires in 90 days' with a body explaining what will happen if I do not renew and a deep link to the certification screen
- Given I have already received the 90-day notification, when my certification reaches 60 days from expiry, then I receive a second escalating notification with stronger urgency language
- Given my certification expires today, when the expiry check edge function runs, then I receive a notification informing me that my certification has expired and I am no longer visible in the organization directory, with a prompt to enroll in a renewal course
- +2 more