Monitor Certificate Validity Across All Peer Mentors

Coordinators today track certificate expiry manually using spreadsheets — a process that does not scale and is prone to errors. The Certificate Screen in coordinator context provides an organization-scoped view of all peer mentor certificates, grouped or filtered by validity status. The Certificate Service enforces RLS policies so coordinators only see mentors within their organizational scope. Filtering by 'Expired', 'Expiring soon', and 'Valid' allows coordinators to quickly triage and prioritize follow-up actions. Each result links to the peer mentor's profile and certificate detail for direct action. This view integrates with the peer mentor pause flow to surface mentors whose certificates have expired and who have been automatically flagged as unavailable.

HIGH story-digital-certificate-management-coordinator-006 5 pts

Story Points

High

Priority

Digital Certificate Management

Feature

User Story

As a Coordinator

I want to view a summary of certificate validity status across all peer mentors within my organizational scope, with filters for expired, expiring soon, and valid certificates

So that So that I can proactively identify mentors at risk of lapsing and intervene before automated removal from listings disrupts active peer support relationships

Acceptance Criteria

Given a coordinator navigates to the certificate management view, when the screen loads, then all peer mentors within their organizational scope are listed with their certificate validity status
Given the coordinator applies the 'Expiring soon' filter, when the filter is active, then only peer mentors with at least one certificate within the expiry lead-time window are shown
Given the coordinator applies the 'Expired' filter, when the filter is active, then only peer mentors with at least one expired certificate are shown, and those who have been auto-flagged as unavailable are visually distinguished
Given a coordinator taps on a peer mentor in the list, when the detail view opens, then they are navigated to that mentor's certificate detail screen with full certificate records
Given a peer mentor has multiple certificates with different validity statuses, when displayed in the coordinator list, then the most urgent status (expired > expiring soon > valid) is used as the summary indicator
Given the coordinator's organizational scope changes, when the certificate list is reloaded, then only mentors within the updated scope are shown

Business Value

Coordinators currently track certificate expiry manually — a process that becomes unmanageable as the peer mentor pool grows. An organization-scoped certificate dashboard eliminates this manual tracking burden, enables proactive intervention before mentors are auto-removed from listings, and directly addresses the coordinator pain point of managing certification validity at scale.

Components

Digital Certificate Management

Related Feature

Coordinator

User Role