J2R Solutions

Training & Compliance

Compliance & Risk

Phase 3 ← All views
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Org Compliance

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across required trainings

J2R Employees

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Required Items Done

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— total

Expiring 90d

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Universal Requirements Coverage

Required of every employee

# of employees with an active (non-expired) completion of each framework

Vendor Cert Coverage

For each vendor we partner with, the certs J2R holds across the team. Click a row to see who holds what.

Steps to ship this phase

  1. Phase 1 + Phase 2 in place (catalog populated, every Training__c linked to a Program)
  2. Decide what "compliant" means per vendor: e.g. "Palo Alto Premier requires 4 Sales certs + 2 Technical certs across the team"
  3. Capture those rules as data so admins (not engineers) can change them. Two reasonable shapes:
    • Compliance_Requirement__c custom object: one record per (vendor, tier, cert level, required count). Editable like any record.
    • Custom Metadata Type with the same fields. Bundles into deploys; harder to edit ad-hoc.
  4. Build the SOQL: count active Training__c per Program__r.Vendor__c × Program__r.Cert_Level__c filtered to Credential_Issued__c=true AND (Expiry_Date__c=null OR >= TODAY)
  5. For org-level compliance: % = (required trainings completed-and-active) / (required trainings total). Compute live or roll up nightly via Flow into Org_Health__c.
  6. For 30/60/90 forecast: trainings expiring in window. Flag the ones that would drop a vendor below tier requirement if not renewed.
  7. Optional polish: add a "tier" picklist on Account so the Compliance_Requirement rules can vary per partner relationship