HIGH story-organisation-admin-portal-organization-admin-008 8 pts
8
Story Points
High
Priority
Organisation Admin Portal
Feature

User Story

As a Organization Administrator
I want to view a consolidated panel showing the certification status of all peer mentors in my organisation, with expiry warnings and renewal tracking
So that I can proactively manage compliance before certifications lapse, ensuring only qualified mentors are active and that HLF's requirement to auto-hide mentors with expired certifications is enforced

Acceptance Criteria

  • Given I open the certification status panel, when the data loads, then I see all peer mentors grouped by status: valid, expiring within 30 days, expiring within 60 days, and expired
  • Given a peer mentor's certification has expired, when I view the panel, then their entry is visually differentiated with an expired badge and they are listed first in the panel
  • Given the nightly certification expiry job runs, when a mentor's certification crosses the 30-day expiry threshold, then the mentor receives a push notification and their coordinator receives an in-app alert
  • Given a mentor's certification expires, when the hlf-website-sync-service runs, then the mentor is automatically removed from the public-facing chapter website listing within 24 hours
  • Given I tap a mentor entry in the panel, when the detail view opens, then I can see their full certification history, renewal record, and a button to send a manual reminder
  • Given I am a regional admin managing multiple chapters, when I view the panel, then I can filter by chapter to see certification status per unit

Business Value

HLF's regulations require that only certified peer mentors are listed as available and actively mentoring. Manual tracking of ~40 HLF certifications per coordinator results in lapses that expose the organisation to liability and erode trust with participants. Automated certification monitoring and website sync eliminates this risk entirely, while reducing coordinator overhead associated with manual certificate tracking by an estimated 3–5 hours per month per chapter. It also directly supports HLF's portal integration requirement.