Skip to content

Credential Management

Overview

This user story covers the functionality for a dashboard that allows staffing company users to track issued credentials, monitor their claim status, and manage credential lifecycle with search and filter capabilities.

User Stories

View Credential Management Dashboard

As a staffing company user,
I want to view all credentials that have been issued and their claim status,
So that I can track which candidates have accepted their credentials and manage the credential lifecycle.

Acceptance Criteria: - Given I am logged in as a staffing company user - When I access the credential management dashboard - Then I should see a list view of all issued credentials with: - Candidate name and email - Credential type (e.g., Past Employment) - Job title and employment period - Issue date and expiration date - Current status (offered, claimed, expired, revoked) - Last status update timestamp - And the list should be paginated for performance - And I should be able to sort by any column - And the dashboard should show summary statistics at the top - And the dashboard should update in real-time as credential statuses change

Track Credential Status

As a staffing company user,
I want to see detailed status tracking for each credential,
So that I can understand the current state and history of credential offers.

Acceptance Criteria: - Given I am viewing the credential dashboard - When I look at credential statuses - Then I should see clear status indicators for: - Offered - Credential has been issued and sent to candidate - Claimed - Candidate has successfully claimed the credential - Expired - Credential offer has expired without being claimed - Revoked - Credential has been revoked by the issuer - Failed - Credential issuance failed due to technical issues - And each status should have a distinct visual indicator (color, icon) - And I should be able to see the timestamp of each status change - And I should be able to view the full status history for each credential - And status changes should be logged for audit purposes

Filter and Search Credentials

As a staffing company user,
I want to filter and search through issued credentials,
So that I can quickly find specific credentials or groups of credentials.

Acceptance Criteria: - Given I am on the credential dashboard - When I use the search and filter options - Then I should be able to: - Search by candidate name (partial matching) - Search by candidate email - Filter by credential status - Filter by issue date range - Filter by expiration date range - Filter by job title or department - Filter by credential type - And search results should be highlighted - And filters should be combinable (multiple filters at once) - And I should be able to save frequently used filter combinations - And I should be able to clear all filters with one click - And the URL should update to reflect current filters for bookmarking

Export Credential Data

As a staffing company user,
I want to export credential status data to CSV,
So that I can analyze the data in external tools or create reports.

Acceptance Criteria: - Given I am viewing the credential dashboard - When I click "Export to CSV" - Then I should be able to export: - All credentials or only filtered results - All columns or selected columns - Data within a specific date range - And the CSV should include all relevant credential information - And the export should handle large datasets efficiently - And I should receive a download link when the export is ready - And the export should be formatted for easy analysis in spreadsheet applications - And I should be able to schedule regular exports

View Credential Details

As a staffing company user,
I want to view detailed information about individual credentials,
So that I can see all the data associated with a specific credential offer.

Acceptance Criteria: - Given I am viewing the credential dashboard - When I click on a specific credential - Then I should see a detailed view showing: - Complete candidate information - Full employment details - Credential issuance information - Status history with timestamps - Email delivery status - Claiming attempts and results - Any error messages or issues - And I should be able to resend the credential offer if needed - And I should be able to revoke the credential if necessary - And I should be able to update candidate contact information - And I should be able to add notes about the credential

Manage Expired Credentials

As a staffing company user,
I want to manage expired credentials,
So that I can reissue them or take appropriate action for unclaimed offers.

Acceptance Criteria: - Given I have credentials that have expired - When I view expired credentials - Then I should be able to: - See a list of all expired credentials - Understand why credentials expired (time limit, candidate inaction) - Reissue expired credentials with new expiration dates - Contact candidates about expired offers - Archive expired credentials that won't be reissued - And I should receive notifications when credentials are about to expire - And I should be able to set custom expiration periods for different credential types - And expired credentials should be clearly marked in the dashboard

Revoke Credentials

As a staffing company administrator,
I want to revoke issued credentials when necessary,
So that I can handle situations where credentials should no longer be valid.

Acceptance Criteria: - Given I have administrative privileges - When I need to revoke a credential - Then I should be able to: - Select credentials to revoke from the dashboard - Provide a reason for revocation - Confirm the revocation action - Notify the candidate of the revocation (optional) - And revoked credentials should be immediately marked as invalid - And the revocation should be synchronized with the Velocity Network - And revocation actions should be logged for audit purposes - And I should be able to view a history of all revocations - And revoked credentials should still be visible in the dashboard for record-keeping

Monitor Dashboard Performance

As a staffing company user,
I want to have a responsive and fast credential dashboard,
So that I can efficiently manage large numbers of credentials.

Acceptance Criteria: - Given I am using the credential dashboard - When I perform any action (search, filter, sort, export) - Then the response time should be under 2 seconds - And the dashboard should handle thousands of credentials efficiently - And pagination should load quickly - And real-time updates should not impact performance - And the dashboard should work well on mobile devices - And loading indicators should show for longer operations

Technical Notes

Dashboard Components

The credential management dashboard should include: - Summary statistics widget (total issued, claimed, expired, etc.) - Filterable and sortable data table - Search functionality with autocomplete - Export functionality - Real-time status updates - Bulk action capabilities - Detailed credential view modal

Database Queries

Efficient database queries are needed for: - Paginated credential lists with filters - Real-time status updates - Search functionality across multiple fields - Export operations for large datasets - Summary statistics calculations

Integration Requirements

  • Integration with CredentialOffer entity
  • Real-time updates from Velocity Network status changes
  • Integration with email delivery tracking
  • Export functionality using background jobs
  • Search indexing for performance

Performance Requirements

  • Support for viewing thousands of credentials
  • Sub-2-second response times for all operations
  • Efficient pagination and filtering
  • Real-time updates without performance impact
  • Mobile-responsive design

Dependencies

  • Credential issuance functionality
  • Velocity Network integration for status updates
  • Email service integration for delivery tracking
  • Background job processing for exports
  • Real-time notification system

Priority

Medium - Important for tracking and managing issued credentials, required for first project drop