This article provides an overview of the file specifications for the Cautions/Expires Export. It details the columns included in the export, such as facility and unit names, Passport numbers, user-provided data fields (e.g., names, job titles, SSNs), requirement details, item status, and expiration data. Each column is explained, including examples where applicable, to help you understand the export's content and structure. Use this guide to interpret and utilize the Cautions/Expires Export effectively.
| Column Header | Description |
| Facility | Name of Facility in Passport, determined during Implementation. |
| Unit Name | Name of Unit in Passport, determined during Implementation. |
| Passport Number | Passport generated unique identifier for each monitored individual by ProviderTrust. |
| Company User ID | Optional data field provided by the client |
| Last 4 SSN |
Data field provided by the client *Note: For clients using the Unique ID data model, an SSN may not be provided, and will not be exported on this report. |
| Last Name | Data field provided by the client |
| First Name | Data field provided by the client |
| Job Title | Optional data field provided by the client |
| Job Code | Optional data field provided by the client |
| Discipline ID | This is the internal Passport discipline ID number. Ex: DIS-0021 |
| User Note |
The last note made by the User Notes will export up to 1GB of text |
| User Note Created By |
User Name who created the last note |
| Requirement Rule Id | This is the internal numerical ID value assigned to the requirement rule. Ex: 46835 |
| Passport Item | This is the name of the license/certificate/document name that is required based on the active requirement rule. Ex: ACLS - Advance Cardiac Life Support (AHA) |
| Number | This is the license/certificate number of the expiring item. This field will be blank if the item is missing. Ex: LMSW 10848 |
| Requirement Message | Customized requirement message that is configured by the Client Success team on the backend of the Passport system, per client request. If not customized, this field will display the items that are required based on the requirements rules built. Ex: Required: ACLS - Advance Cardiac Life Support (AHA) OR BLS - Basic Life Support (AHA) OR ACLS Instructor (AHA) |
| Issuer | This is the issuer of the item or the issuer of the credential that is required. Ex: Registered Nurse: California |
| Status | This reflects the current status of an item within Passport. The field will display one of these options: -Missing -Incomplete -Expired -Expiring/Expired -Expiring |
| Missing Action Date | This is the date that Passport triggered the items as missing or incomplete. The date will only populate here if an item's status is Missing or Incomplete. Ex: 07/12/2023 |
| Expired? | If an item is expired, this field will display Yes. If an item is expiring, this field will display No. If an item is missing, this field will be blank. If an item is incomplete, this field will be blank. |
| Days until Expiration | If an expiration date is entered for the item, this field will display the number of days until expiration. Ex: 264 |
| Expiration Date | This is the expiration date for the item. Ex: 10/31/2024 *NOTE* If a license or certificate is entered manually or via file WITHOUT an expiration date, these items will NOT populate in the Cautions/Expires tab. |
| Severity | Represents the customized label that was set up in the organization's configurations. Clients typically use Required and Optional. Ex: Required |
| Display | This field will reflect one of the options below: On Dashboard Not on Dashboard
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