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API: getLearnerCredentialReport
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API: getLearnerCredentialReport

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  • 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 is used to run 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

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. This is the default if the Type is not specified.

Page

The Page tag group is a container for the page number returned by the response and the size of the response. Refer to Page Tag Group.

SortBy (optional)

The SortBy tag group is a container for the columns to use to order the response. Refer to SortBy Tag Group.

Filters

The Filters tag group is a container for the filters you want to apply. Refer to Filters Tag Group.

Page Tag Group

The Page tag group is a container for the page number returned by the response and the size of the response.

Num

The page number to return. The default is 1.

Size

The 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 Tag Group (optional)

The SortBy tag group is a container for the columns to use to order the response. The acceptable values will depend on the Type specified.

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

Each sort by column should be enclosed 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 filters you want to apply. 

<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 the accepted date range to include in the response. 

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

An AcceptedDate tag must be added with 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 the warning date range to include in the response.

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

A WarningDate tag must be added with 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 the expiration date range to include in the response.

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

An ExpirationDate tag must be added with 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>

For each action filter, a Credential tag must be added with 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 the users to include in the response. 

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

The User 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 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 should be enclosed within an EmailAddress tag.
  • EmployeeIDs - A container for the users' employee IDs. Each employee ID should be enclosed within an EmployeeID tag.

HomeGroup (optional)

The user home group to include in the response. 

Tags2 (optional)

A container for the tags to include in the response.

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

For each action tag filter, a Tag2 tag must be added with 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 the 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>
            <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.
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.

The Errors tag contains any error codes returned by the getLearnerCredentialReport method. 

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>
            <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>
            <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>
            <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.

The Errors tag contains any error codes returned by the getLearnerCredentialReport method. 

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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