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    API: getLearnerCredentialReport
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    API: getLearnerCredentialReport

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    Article summary

    • Starting June 1, 2022, SmarterU will require all API calls to POST to HTTPS. Any POST to HTTP will result in the SU:01 error (i.e., No POST data detected.).
    • If you are viewing the help in a language other than English, please change your language to English before copying and pasting any code. All API attributes and functions are in English.
    • Tags are required unless specified.

    Description

    The getLearnerCredentialReport runs a Learning Plan Report for actions. 

    Who Has Access

    The following users have access to the getLearnerCredentialReport method:

    API Call XML Package

    <SmarterU>
   <AccountAPI><![CDATA[]]></AccountAPI>
   <UserAPI><![CDATA[]]></UserAPI>
   <Method>getLearnerCredentialReport</Method>

   <Parameters>
      <Report>
         <Type><![CDATA[]]></Type>
         <Page>
            <Num></Num>
            <Size></Size>
         </Page>

         <SortBy></SortBy>

         <Filters>
            <Status></Status>

            <AcceptedDates>
               <AcceptedDate>
                  <AcceptedDateFrom><![CDATA[]]></AcceptedDateFrom>
                  <AcceptedDateTo><![CDATA[]]></AcceptedDateTo>
               </AcceptedDate>
            </AcceptedDates>

            <WarningDates>
               <WarningDate>
                  <WarningDateFrom><![CDATA[]]></WarningDateFrom>
                  <WarningDateTo><![CDATA[]]></WarningDateTo>
               </WarningDate>
            </WarningDates>

            <ExpirationDates>
               <ExpirationDate>
                  <ExpirationDateFrom><![CDATA[]]></ExpirationDateFrom>
                  <ExpirationDateTo><![CDATA[]]></ExpirationDateTo>
               </ExpirationDate>
            </ExpirationDates>

            <Credentials>
               <Credential>
                  <ID><![CDATA[]]></ID>
               </Credential>
            </Credentials>

            <Users>
               <UserStatus><![CDATA[]]></UserStatus>
                  - OR -
               <Identifier>
                  <EmailAddresses>
                     <EmailAddress><![CDATA[]]></EmailAddress>
                  </EmailAddresses>
                     - AND/OR -
                  <EmployeeIDs>
                     <EmployeeID><![CDATA[]]></EmployeeID>
                  </EmployeeIDs>
               </Identifier>
            </Users>

            <HomeGroup><![CDATA[]]></HomeGroup>

            <Tags2>
               <Tag2>
                  <TagID><![CDATA[]]></TagID>
                     - OR -
                  <TagName><![CDATA[]]></TagName>
                  <TagValues><![CDATA[]]></TagValues>
               </Tag2>
            </Tags2>

            <ExpirationType><![CDATA[]]></ExpirationType>

            <Supervisor>
               <SupervisorStatus></SupervisorStatus>
                  - OR - 
               <Identifier>
                  <EmailAddresses>
                     <EmailAddress><![CDATA[]]></EmailAddress>
                  </EmailAddresses>
                        - AND/OR -
                  <EmployeeIDs>
                     <EmployeeID><![CDATA[]]></EmployeeID>
                  </EmployeeIDs>
               </Identifier>
            <Supervisor/>

         </Filters>
      </Report>
   </Parameters>
</SmarterU>

    Report Tag Group

    The Report tag group is a container for how the response is returned and report filters. 

    <Report>
   <Type><![CDATA[]]></Type>
   <Page>
      <Num></Num>
      <Size></Size>
   </Page>

   <SortBy></SortBy>

   <Filters>
      <Status></Status>

      <AcceptedDates>
         <AcceptedDate>
            <AcceptedDateFrom><![CDATA[]]></AcceptedDateFrom>
            <AcceptedDateTo><![CDATA[]]></AcceptedDateTo>
         </AcceptedDate>
      </AcceptedDates>

      <WarningDates>
         <WarningDate>
            <WarningDateFrom><![CDATA[]]></WarningDateFrom>
            <WarningDateTo><![CDATA[]]></WarningDateTo>
         </WarningDate>
      </WarningDates>

      <ExpirationDates>
         <ExpirationDate>
            <ExpirationDateFrom><![CDATA[]]></ExpirationDateFrom>
            <ExpirationDateTo><![CDATA[]]></ExpirationDateTo>
         </ExpirationDate>
      </ExpirationDates>

      <Credentials>
         <Credential>
            <ID><![CDATA[]]></ID>
         </Credential>
      </Credentials>

      <Users>
         <UserStatus><![CDATA[]]></UserStatus>
            - OR -
         <Identifier>
            <EmailAddresses>
               <EmailAddress><![CDATA[]]></EmailAddress>
            </EmailAddresses>
               - AND/OR -
            <EmployeeIDs>
               <EmployeeID><![CDATA[]]></EmployeeID>
            </EmployeeIDs>
         </Identifier>
      </Users>

      <HomeGroup><![CDATA[]]></HomeGroup>

      <Tags2>
         <Tag2>
            <TagID><![CDATA[]]></TagID>
               - OR -
            <TagName><![CDATA[]]></TagName>
            <TagValues><![CDATA[]]></TagValues>
         </Tag2>
      </Tags2>

      <ExpirationType><![CDATA[]]></ExpirationType>

      <Supervisor>
         <SupervisorStatus></SupervisorStatus>
            - OR - 
         <Identifier>
            <EmailAddresses>
               <EmailAddress><![CDATA[]]></EmailAddress>
            </EmailAddresses>
               - AND/OR -
            <EmployeeIDs>
               <EmployeeID><![CDATA[]]></EmployeeID>
            </EmployeeIDs>
         </Identifier>
      <Supervisor/>

   </Filters>
</Report>

    The Report tag may contain the following.

    Type

    The type of report to run. Acceptable values are:

    • DetailedList - Returns the users who are assigned the action. 
    • Summary - Returns a count of users who are assigned the action by status. This is the default if the Type is not specified.

    Page

    A container for the page number to return and the size of the response. The Page tag may contain the following.

    TagDescription
    NumThe page number to return. The default is 1.
    SizeThe maximum number of records to return. If the Size tag is not provided, up to 50 results are returned by default. The maximum allowed value is 1000.

    SortBy (optional)

    The SortBy tag group is a container for how the response should be ordered. Refer to SortBy Tag Group.

    Filters

    The Filters tag group is a container for the report filters. Refer to Filters Tag Group.

    SortBy Tag Group (optional)

    The SortBy tag group is a container for how the response should be ordered. 

    <SortBy></SortBy>

    The acceptable values will depend on the Type specified.

    TypeAcceptable SortBy Values
    DetailedList
    • AcceptedDate
    • ActionName
    • CredentialName
    • EmployeeID
    • ExpirationDate
    • LearnerName 
    • Status
    • WarningDate
    Summary
    • AcceptedCount
    • PendingCount
    • ReviewCount
    • CredentialName

    Each sort by column is contained within less than and greater than ("<" and ">") characters. In the following example, the response will be sorted by the action's status and learner's name.

    <SortBy>
   <Status>
   <LearnerName>
</SortBy>

    Filters Tag Group

    The Filters tag group is a container for the report filters. 

    <Filters>
   <Status></Status>

   <AcceptedDates>
      <AcceptedDate>
         <AcceptedDateFrom><![CDATA[]]></AcceptedDateFrom>
         <AcceptedDateTo><![CDATA[]]></AcceptedDateTo>
      </AcceptedDate>
   </AcceptedDates>

   <WarningDates>
      <WarningDate>
         <WarningDateFrom><![CDATA[]]></WarningDateFrom>
         <WarningDateTo><![CDATA[]]></WarningDateTo>
      </WarningDate>
   </WarningDates>

   <ExpirationDates>
      <ExpirationDate>
         <ExpirationDateFrom><![CDATA[]]></ExpirationDateFrom>
         <ExpirationDateTo><![CDATA[]]></ExpirationDateTo>
      </ExpirationDate>
   </ExpirationDates>

   <Credentials>
      <Credential>
         <ID><![CDATA[]]></ID>
      </Credential>
   </Credentials>

   <Users>
      <UserStatus><![CDATA[]]></UserStatus>
         - OR -
      <Identifier>
         <EmailAddresses>
            <EmailAddress><![CDATA[]]></EmailAddress>
         </EmailAddresses>
            - AND/OR -
         <EmployeeIDs>
            <EmployeeID><![CDATA[]]></EmployeeID>
         </EmployeeIDs>
      </Identifier>
   </Users>

   <HomeGroup><![CDATA[]]></HomeGroup>

   <Tags2>
      <Tag2>
         <TagID><![CDATA[]]></TagID>
            - OR -
         <TagName><![CDATA[]]></TagName>
         <TagValues><![CDATA[]]></TagValues>
      </Tag2>
   </Tags2>

   <ExpirationType><![CDATA[]]></ExpirationType>

   <Supervisor>
      <SupervisorStatus></SupervisorStatus>
        - OR -
      <Identifier>
         <EmailAddresses>
            <EmailAddress><![CDATA[]]></EmailAddress>
         </EmailAddresses>
            - AND/OR -
         <EmployeeIDs>
            <EmployeeID><![CDATA[]]></EmployeeID>
         </EmployeeIDs>
      </Identifier>
   <Supervisor/>

</Filters>

    The Filters tag may contain the following.

    Status (optional)

    The action status to include in the response. Acceptable values are Pending, Review, and Accepted.

    AcceptedDate (optional)

    A container for filtering actions by their accepted date. 

    <AcceptedDates>
   <AcceptedDate>
      <AcceptedDateFrom><![CDATA[]]></AcceptedDateFrom>
      <AcceptedDateTo><![CDATA[]]></AcceptedDateTo>
   </AcceptedDate>
</AcceptedDates>

    The date range is contained in an AcceptedDate tag and contains the following.

    TagDescription
    AcceptedDateFromThe first date to include in the action's accepted date range filter.
    AcceptedDateToThe last date to include in the action's accepted date range filter.
    • Dates should be in dd-MMM-yyyy date format.
    • Only one date range may be specified for the AcceptedDate tag. 

    WarningDates (optional)

    A container for filtering actions by their warning date.

    <WarningDates>
   <WarningDate>
      <WarningDateFrom><![CDATA[]]></WarningDateFrom>
      <WarningDateTo><![CDATA[]]></WarningDateTo>
   </WarningDate>
</WarningDates>

    The date range is contained in a WarningDate tag and contains the following.

    TagDescription
    WarningDateFromThe first date to include in the action's warning date range filter.
    WarningDateToThe last date to include in the action's warning date range filter.
    • Dates should be in dd-MMM-yyyy date format.
    • Only one date range may be specified for the WarningDate tag. 

    ExpirationDates (optional)

    A container for filtering actions by their expiration date.

    <ExpirationDates>
   <ExpirationDate>
      <ExpirationDateFrom><![CDATA[]]></ExpirationDateFrom>
      <ExpirationDateTo><![CDATA[]]></ExpirationDateTo>
   </ExpirationDate>
</ExpirationDates>

    The date range is contained in an ExpirationDate tag and contains the following.

    TagDescription
    ExpirationDateFromThe first date to include in the action's expiration date range filter.
    ExpirationDateToThe last date to include in the action's expiration date range filter.
    • Dates should be in dd-MMM-yyyy date format.
    • Only one date range may be specified for the ExpirationDate tag. 

    Credentials (optional)

    A container for the actions to include in the response. 

    <Credentials>
   <Credential>
      <ID><![CDATA[]]></ID>
   </Credential>
</Credentials>

    Each action is contained in a Credential tag and contains the following. 

    TagDescription
    IDThe action's system-generated identifier. 

    For example, the following filters for action IDs 1234 and 9876.

    <Credentials>
   <Credential>
      <ID><![CDATA[1234]]></ID>
   </Credential>

   <Credential>
      <ID><![CDATA[9876]]></ID>
   </Credential>
</Credentials>

    Users (optional)

    A container for filtering actions by users. 

    <Users>
   <UserStatus><![CDATA[]]></UserStatus>
      - OR -
   <Identifier>
      <EmailAddresses>
         <EmailAddress><![CDATA[]]></EmailAddress>
      </EmailAddresses>
         - AND/OR -
      <EmployeeIDs>
         <EmployeeID><![CDATA[]]></EmployeeID>
      </EmployeeIDs>
   </Identifier>
</Users>

    The Users tag may contain the following.

    TagDescription
    UserStatusThe user's status. Acceptable values are Active, Inactive, or All. This tag is mutually exclusive with the Identifier tag.
    IdentifierA container for the user email addresses and/or employee IDs. This tag is mutually exclusive with the UserStatus tag. The Identifier tag may contain the following:
    • EmailAddresses - A container for the users' email addresses. Each email address is contained in an EmailAddress tag.
    • EmployeeIDs - A container for the users' employee IDs. Each employee ID is contained in an EmployeeID tag.

    HomeGroup (optional)

    The user home group to include in the response. 

    Tags2 (optional)

    A container for filtering actions by their tags.

    <Tags2>
   <Tag2>
      <TagID><![CDATA[]]></TagID>
         - OR -
      <TagName><![CDATA[]]></TagName>
      <TagValues><![CDATA[]]></TagValues>
   </Tag2>
</Tags2>

    Each tag is contained in a Tag2 tag and may contain the following

    TagDescription
    TagIDThe tag's system-generated identifier. 
    TagNameThe tag's name. This is mutually exclusive with the TagID tag. 
    TagValuesThe tag values for the tag specified in the TagName tag. 

    ExpirationType (optional)

    The action expiration type to include in the response. Acceptable values are:

    • ByDay - The action's expiration is calculated using a specified number of days.
    • ByDate - The action expires on a specific month and day.

    Supervisor (optional)

    A container for filtering actions by their supervisors to include in the response. 

    <Supervisor>
   <SupervisorStatus></SupervisorStatus>
      - OR - 
   <Identifier>
      <EmailAddresses>
         <EmailAddress><![CDATA[]]></EmailAddress>
      </EmailAddresses>
            - AND/OR -
      <EmployeeIDs>
         <EmployeeID><![CDATA[]]></EmployeeID>   
      </EmployeeIDs>
   </Identifier>
<Supervisor/>

    The Supervisor tag may contain the following.

    TagDescription
    SupervisorStatusThe supervisor status to include in the response. Acceptable values are Active, Inactive, or All. This tag is mutually exclusive with the Identifier tag.
    IdentifierA container for the supervisors' email addresses and/or employee IDs to include in the response. The Identifier tag may contain the following.
    • EmailAddresses - A container for the supervisors' email addresses to include in the response. Each email address should be enclosed within an EmailAddress tag.
    • EmployeeIDs - A container for the supervisors' employee IDs to include in the response. Each employee ID should be enclosed within an EmployeeID tag.

    API Response XML Package

    The getLearnerCredentialReport response will depend on the Type specified in the API call XML package. 

    Response for DetailedList

    The following is the response for the getLearnerCredentialReport API method when Type is set to DetailedList.

    <SmarterU>
   <Result></Result>

   <Info>
      <CredentialReport>
         <LearnerCredential>
            <ID><![CDATA[]]></ID>
            <FirstName><![CDATA[]]></FirstName>
            <LastName><![CDATA[]]></LastName>
            <Email><![CDATA[]]></Email>
            <EmployeeID><![CDATA[]]></EmployeeID>
            <CredentialName><![CDATA[]]></CredentialName>
            <Status><![CDATA[]]></Status>
            <AcceptedDate><![CDATA[]]><AcceptedDate/>
            <WarningDate><![CDATA[]]></WarningDate>
            <ExpirationDate><![CDATA[]]></ExpirationDate>
            <AcceptedDateConverted><![CDATA[]]></AcceptedDateConverted>
            <WarningDateConverted><![CDATA[]]></WarningDateConverted>
            <ExpirationDateConverted><![CDATA[]]></ExpirationDateConverted>
         </LearnerCredential>

         <TotalRows><![CDATA[]]></TotalRows>
      </CredentialReport>
   </Info>

   <Errors>
      <ErrorID></ErrorID>
      <ErrorMessage></ErrorMessage>
   </Errors>

</SmarterU>

    The CredentialReport tag is a container for the actions returned by the getLearnerCredentialReport method. Each user who is assigned an action is contained in a LearnerCredential tag that may contain the following.

    TagDescription
    IDThe system-generated identifier for the relationship between the action and the user the action is assigned to. 
    FirstNameThe user's given name.
    LastNameThe user's surname.
    EmailThe user's email address.
    EmployeeIDThe user's employee ID.
    CredentialNameThe action's name.
    StatusThe user's status for the action.
    AcceptedDateThe date, in UTC, the action was confirmed.
    WarningDateThe date, in UTC, the action's status changed to Warning.
    ExpirationDateThe date, in UTC, the action expires.
    AcceptedDateConvertedThe date, converted to the API user's timezone, the action was confirmed.
    WarningDateConvertedThe date, converted to the API user's timezone, the action's status changed to Warning.
    ExpirationDateConvertedThe date, converted to the API user's timezone, the action expires. 

    The response also includes a TotalRows tag which includes a count of the records in the response.

    Example API Response XML Package for DetailedList

    Below is an example of an API response XML package when the Type is set to DetailedList.

    <SmarterU>
   <Result>Success</Result>

   <Info>
      <CredentialReport>
         <LearnerCredential>
            <ID><![CDATA[392802]]></ID>
            <FirstName><![CDATA[Dana]]></FirstName>
            <LastName><![CDATA[Brown]]></LastName>
            <Email><![CDATA[dana.brown@finashoes.com]]></Email>
            <EmployeeID><![CDATA[1271]]></EmployeeID>
            <CredentialName><![CDATA[Physical Exam]]></CredentialName>
            <Status><![CDATA[Accepted]]></Status>
            <AcceptedDate><![CDATA[13-Aug-2021]]></AcceptedDate>
            <WarningDate><![CDATA[14-Jul-2022]]></WarningDate>
            <ExpirationDate><![CDATA[13-Aug-2022]]></ExpirationDate>
            <AcceptedDateConverted><![CDATA[ 12-Aug-2021]]></AcceptedDateConverted>
            <WarningDateConverted><![CDATA[ 13-Jul-2022]]></WarningDateConverted>
            <ExpirationDateConverted><![CDATA[ 12-Aug-2022]]></ExpirationDateConverted>
         </LearnerCredential>

         <LearnerCredential>
            <ID><![CDATA[41]]></ID>
            <FirstName><![CDATA[Dana]]></FirstName>
            <LastName><![CDATA[Brown]]></LastName>
            <Email><![CDATA[dana.brown@finashoes.com]]></Email>
            <EmployeeID><![CDATA[1271]]></EmployeeID>
            <CredentialName><![CDATA[Driver's License]]></CredentialName>
            <Status><![CDATA[Accepted]]></Status>
            <AcceptedDate><![CDATA[13-Aug-2021]]></AcceptedDate>
            <WarningDate><![CDATA[15-May-2022]]></WarningDate>
            <ExpirationDate><![CDATA[13-Aug-2022]]></ExpirationDate>
            <AcceptedDateConverted><![CDATA[ 12-Aug-2021]]></AcceptedDateConverted>
            <WarningDateConverted><![CDATA[ 14-May-2022]]></WarningDateConverted>
            <ExpirationDateConverted><![CDATA[ 12-Aug-2022]]></ExpirationDateConverted>
         </LearnerCredential>

         <LearnerCredential>
            <ID><![CDATA[13]]></ID>
            <FirstName><![CDATA[Sara]]></FirstName>
            <LastName><![CDATA[Davis]]></LastName>
            <Email><![CDATA[sara.davis@finashoes.com]]></Email>
            <EmployeeID><![CDATA[3948]]></EmployeeID>
            <CredentialName><![CDATA[Driver's License]]></CredentialName>
            <Status><![CDATA[Accepted]]></Status>
            <AcceptedDate><![CDATA[09-Aug-2021]]></AcceptedDate>
            <WarningDate><![CDATA[11-May-2022]]></WarningDate>
            <ExpirationDate><![CDATA[09-Aug-2022]]></ExpirationDate>
            <AcceptedDateConverted><![CDATA[ 08-Aug-2021]]></AcceptedDateConverted>
            <WarningDateConverted><![CDATA[ 10-May-2022]]></WarningDateConverted>
            <ExpirationDateConverted><![CDATA[ 08-Aug-2022]]></ExpirationDateConverted>
         </LearnerCredential>

         <TotalRows><![CDATA[3]]></TotalRows>
      </CredentialReport>
   </Info>

   <Errors>
   </Errors>

</SmarterU>

    Response for Summary

    The following is the response for the getLearnerCredentialReport API method when Type is set to Summary.

    <SmarterU>
   <Result></Result>
      <Info>
         <CredentialReport>
            <Credential>
               <ID><![CDATA[]]></ID>
               <CredentialName><![CDATA[]]></CredentialName>
               <Accepted><![CDATA[]]></Accepted>
               <Review><![CDATA[]]></Review>
               <Pending><![CDATA[]]></Pending>
               <Total><![CDATA[]]></Total>
            </Credential>
         </CredentialReport>

         <TotalRows><![CDATA[]]></TotalRows>
      </Info>

      <Errors>
         <ErrorID></ErrorID>
         <ErrorMessage></ErrorMessage>
      </Errors>
</SmarterU>

    The CredentialReport tag is a container for the actions returned by the getLearnerCredentialReport method. Each action is contained in a Credential tag that contains the following.

    TagDescription
    IDThe action's system-generated identifier.
    CredentialNameThe action's name.
    AcceptedThe number of users who are assigned the action and have had the action confirmed 
    ReviewThe number users assigned the action who are awaiting activity from another user.
    PendingThe number of users assigned the action that require activity from the user.
    TotalThe number of users who are assigned the action.

    The response also includes a TotalRows tag which includes a count of the records in the response.

    Example API Response XML Package for Summary

    Below is an example of an API response XML package when the Type is set to Summary.

    <SmarterU>
   <Result>Success</Result>
      <Info>
         <CredentialReport>
            <Credential>
               <ID><![CDATA[1003]]></ID>
               <CredentialName><![CDATA[Background Check]]></CredentialName>
               <Accepted><![CDATA[1]]></Accepted>
               <Review><![CDATA[0]]></Review>
               <Pending><![CDATA[6]]></Pending>
               <Total><![CDATA[7]]></Total>
            </Credential>
         </CredentialReport>

         <Credential>
            <ID><![CDATA[1421]]></ID>
            <CredentialName><![CDATA[Completed Emergency Contact Form]]></CredentialName>
            <Accepted><![CDATA[6]]></Accepted>
            <Review><![CDATA[0]]></Review>
            <Pending><![CDATA[27]]></Pending>
            <Total><![CDATA[33]]></Total>
         </Credential>

         <TotalRows><![CDATA[2]]></TotalRows>
      </Info>

      <Errors>
      </Errors>
</SmarterU>

    Error Codes

    Error CodeMessage
    GLCR:01The report type provided is not valid.
    GLCR:02Page number provided is not valid.
    GLCR:03Page size provided is not valid.
    GLCR:04The page size provided exceeds limit.
    GLCR:05The sort by column provided is not valid.
    GLCR:06The sort by order provided is not valid.
    GLCR:07The status provided is not valid.
    GLCR:08The met date provided is not valid.
    GLCR:09The warning date provided is not valid.
    GLCR:10The expiration date provided is not valid.
    GLCR:11The expiration type provided is not valid.
    GLCR:12The Credential ID provided should not be blank.
    GLCR:13The user status provided is not valid.
    GLCR:14The home group ID provided should not be blank.
    GLCR:15The supervisor status provided is not valid.
    GLCR:16The credential ID provided is not valid.
    GLCR:17The home group ID provided is not valid.
    GLCR:18User filtering is not supported in summary report.
    GLCR:19Home group filtering is not supported in summary report.
    GLCR:20Supervisor filtering is not supported in summary report.
    GLCR:21The learner email  provided should not be blank.
    GLCR:22The learner employee ID provided should not be blank.
    GLCR:23The supervisor email  provided should not be blank.
    GLCR:24The supervisor employee ID provided should not be blank.
    GLCR:25The users provided should not be blank.
    GLCR:26The supervisors provided should not be blank.
    GLCR:27The user identifier provided should not be blank.
    GLCR:28The supervisor identifier provided should not be blank.
    GLCR:29Tag ID/name provided is not found.
    GLCR:30Tag value provided is not found.
    GLCR:31Tag value provided doesn't match tag ID/name.
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