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Add 'expired' state for TrainingProgress #2566

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elichad opened this issue Nov 6, 2023 · 2 comments
Open
7 tasks

Add 'expired' state for TrainingProgress #2566

elichad opened this issue Nov 6, 2023 · 2 comments

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@elichad
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elichad commented Nov 6, 2023

Discussed a little in #2477, and keeps coming up as a useful feature. For example, occasionally we get old records pop up in member emails as people re-take training through a member.

We need to finalise the criteria for when progress should be considered expired. Draft criteria for completing this issue:

  • 'expired' state is available for TrainingProgress
  • 'expired' state is displayed in both admin and trainee views (with possible extra text for the trainee to explain why the progress is expired)
  • training and checkout progress (passed or all?) should automatically expire after 18 months if an instructor badge has not been assigned
  • it should be possible to either extend the expiry period in special cases, or manually change the state back to un-expired
  • create a migration to mark pre-existing old progress as expired (with a cut-off at some date to be decided)
  • update all relevant queries and scripts to handle the new state where needed (hopefully in many cases this can just be ignored)
  • update/create automated emails with reminders of checkout deadline & progress expiry date
@elichad elichad added this to To do - Unprioritized in Miscellaneous issue backlog via automation Nov 6, 2023
@elichad elichad moved this from To do - Unprioritized to To do - Medium Priority in Miscellaneous issue backlog Nov 7, 2023
@elichad
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elichad commented Nov 14, 2023

@karenword could the ITT discuss this issue at some point and try to settle on the criteria for expiring training/checkout progress?
It's not urgent, but I'd like to get the requirements nailed down before we get around to doing the development work.

@karenword
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Thanks @elichad - we discussed this today and everything you have here looks good as-is. 18 months, with options to be flexible manually. I think passed items are the only ones that should be changed -- we definitely want to preserve a record of ask-to-repeat or failed tasks.

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