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Manual Credential Creation

Overview

This user story covers the functionality for staffing company users to manually create past employment credentials via a web-based form with validation and preview capabilities.

User Stories

Create Single Credential via Web Form

As a staffing company user,
I want to manually create past employment credentials via a web form,
So that I can issue them to candidates who have worked for us.

Acceptance Criteria: - Given I am logged in as a staffing company user - When I access the credential creation form - Then I should see fields for all required past employment credential data: - Candidate personal information (name, email, phone) - Employment details (job title, department, start date, end date) - Company information (automatically populated from my organization) - Employment status (full-time, part-time, contract, temporary) - Salary information (optional) - Performance ratings (optional) - Skills and competencies demonstrated - Supervisor information - And all required fields should be clearly marked - And the form should validate input data in real-time - And I should be able to save a draft of the credential - And I should be able to preview the credential before issuance - And the system should display appropriate error messages for invalid entries - And successfully created credentials should be ready for issuance

Preview Credential Before Issuance

As a staffing company user,
I want to preview the credential before issuing it,
So that I can ensure all information is accurate and properly formatted.

Acceptance Criteria: - Given I have filled out the credential creation form - When I click the "Preview" button - Then I should see a formatted preview of how the credential will appear - And the preview should show all entered information - And the preview should include my company branding - And I should be able to edit the credential from the preview - And I should be able to proceed to issue the credential from the preview - And the preview should match the final credential format

Save Credential Draft

As a staffing company user,
I want to save a draft of the credential I'm creating,
So that I can complete it later if I don't have all the information immediately.

Acceptance Criteria: - Given I am creating a credential - When I click "Save Draft" - Then the credential should be saved in draft status - And I should be able to access my drafts from the credential dashboard - And I should be able to continue editing the draft later - And drafts should be automatically saved every 5 minutes - And I should receive a confirmation when the draft is saved - And drafts should be retained for 30 days

Validate Credential Data

As a staffing company user,
I want to receive validation feedback on the credential data I enter,
So that I can ensure the credential meets all requirements before issuance.

Acceptance Criteria: - Given I am entering credential data - When I fill out each field - Then the system should validate the data in real-time - And required fields should be clearly indicated - And invalid data should be highlighted with specific error messages - And date fields should be validated for logical consistency (start date before end date) - And email addresses should be validated for proper format - And phone numbers should be validated for proper format - And the form should prevent submission until all validation errors are resolved

Technical Notes

Integration Requirements

  • Form should integrate with the VelocityService for credential creation
  • Validation should follow Velocity Network credential schema requirements
  • Draft storage should use the existing database infrastructure

Dependencies

  • Organization onboarding must be completed
  • User authentication and authorization
  • Integration with Velocity Credential Agent

Priority

High - Core functionality for the MVP, required for first project drop