Gridhouse Admin Compliance Dashboard

Version: 1.2.0 Author: Gridhouse Digital Text Domain: ghca-acd Requires: WordPress 6.0+, PHP 7.4+, LearnDash 4.0+

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What is this plugin?

The Gridhouse Admin Compliance Dashboard is a WordPress plugin that gives HR managers, compliance officers, and team leaders a clean, frontend interface to monitor employee training.

Instead of forcing administrators to navigate the complex WordPress backend to manually pull LearnDash reports, this plugin provides a suite of shortcodes that generate a beautiful, unified dashboard on the frontend of your website (designed for use with Elementor).

What does it do?

• Frontend Command Center: Renders data visualization KPI cards, an interactive employee roster table, and priority action alerts.
• Tracks Healthcare Compliance: Actively monitors required compliance courses (like HIPAA, Bloodborne Pathogens) for all staff members across the organization.
• Manages Training Lifecycles: Gives brand new employees a configurable grace period to complete their onboarding training. For existing employees, it tracks their annual renewals (e.g., highlighting an employee in yellow 30 days before their HIPAA training expires).
• Highlights At-Risk Employees: Managers can instantly see a list of "Overdue" or "Expiring Soon" employees, allowing them to download a CSV report or log notes directly to the employee's FluentCRM profile without leaving the page.

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Key Features

• Centralized Command Center: View all employee training metrics in one unified dashboard.
• Dynamic KPI Tracking: Monitor total employees, compliant staff, employees currently in onboarding, and overdue personnel at a glance.
• Rolling Course Expirations: Robust compliance logic evaluates "Compliant," "Expiring Soon," and "Expired" states based on configurable course lifespans (e.g., 365-day validity with a 30-day warning window).
• New Hire Onboarding Tracking: Tracks employees inside their configurable onboarding window and automatically escalates them to "Overdue" if they miss the deadline.
• Advanced Filtering: Filter the employee roster table by Compliance Status, LearnDash Group, Job Role, and Search Query.
• Deep Integrations: Seamlessly works with LearnDash for progress/certificates, FluentCRM for logging compliance notes/reminders, and BuddyBoss for profile navigation.
• One-Click CSV Export: Easily download compliance reports for external auditing.
• Dashboard Branding: Customize the dashboard with your organization's name, logo, colors, and support email.
• Granular User Permissions: Assign specific dashboard overrides (Edit Records, Manage Announcements, Unrestricted View) to individual users, independent of their WordPress role.

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Compliance Rules Engine

The plugin uses a sophisticated rules engine to determine compliance status:

1. New Hire Onboarding: When a user registers, they are placed in a configurable onboarding window (default: 30 days). If they do not complete all required courses within that window, they become New Hire Overdue.
2. Rolling Expirations: Completed courses are tracked against a configurable lifespan (e.g., 365 days).
   • Compliant (🟢): All courses are completed and valid.
   • Expiring Soon (🟡): A completed course is entering its warning window (e.g., expires within 90 days).
   • Expired (🔴): A completed course has passed its lifespan date and must be retaken.
3. In Progress: The user has started or completed some courses, but is not fully compliant yet.
4. Not Started: The user has not started any courses.

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Roles & Access

Access to the dashboard is tightly controlled via a custom capability: view_compliance_admin_dashboard.

Auto-registered Custom Roles:

• hr_manager
• compliance_lead
• training_manager

Additional Allowed Roles:

• administrator
• editor
• group_leader
• ld_instructor

Note on Scoping: If the user is a Group Leader, the dashboard automatically scopes the data. They will only see statistics and roster entries for employees within the LearnDash groups they manage. Users with the Unrestricted View permission override this behavior and see all employees company-wide.

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Granular User Permissions

Managed from Settings → Compliance Permissions in wp-admin. Each field accepts a comma-separated list of WordPress User IDs.

Permission	What it controls
Edit Training Records	Allows the user to manually alter course completion dates and timers via the Edit Records form. Without this, dashboard viewers can only read data.
Manage Announcements	Allows the user to create, edit, and delete global compliance dashboard announcements.
Unrestricted View	Allows the user to see all employees company-wide, bypassing LearnDash group scoping constraints.

WordPress administrators (manage_options capability) automatically have all three permissions. These settings exist to grant specific overrides to non-admin staff without promoting their WordPress role.

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Settings Pages

The plugin registers two separate pages under Settings in wp-admin:

Settings → Compliance Admin

General dashboard configuration:

• New Hire Compliance — Select which LearnDash groups are new hire groups and set the completion window (days).
• Dashboard Branding — Customize primary/secondary/accent colors, organization name, logo URL, and support email.
• Dashboard Performance — Configure the at-risk window (days) and aggregate cache TTL (seconds).
• Rolling Expirations & Traffic Light — Set per-course lifespans (e.g., CPR = 730 days) and the warning window before expiry.

Settings → Compliance Permissions

Per-user permission overrides (see Granular User Permissions above).

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Shortcode Reference

The dashboard is built entirely on shortcodes, allowing you to design the layout precisely as you want in Elementor.

Shortcode	Purpose
[admin_compliance_dashboard]	Outputs the full predefined dashboard layout.
[admin_compliance_login_gate]	Access gate (prompts login or denies access based on role).
[admin_compliance_scope_banner]	Displays the current data scope (e.g., showing which groups a Group Leader is viewing).
[admin_compliance_header]	The command header with the title and export button.
[admin_compliance_kpis]	The 4-column KPI metric cards.
[admin_compliance_group_summary]	Group comparison progress bars.
[admin_overdue_employees]	Priority table highlighting employees needing immediate attention.
[admin_course_completion_overview]	Module-by-module course completion statistics.
[admin_employee_compliance_table]	The primary, filterable employee compliance roster.
[admin_certificate_tracking]	Quick certificate download metrics.
[admin_compliance_export_button]	A standalone CSV download button.
[admin_compliance_announcements]	Admin-authored announcements panel (create/edit/delete controlled by the Manage Announcements permission).
[admin_compliance_quick_links]	Actionable quick links.
[admin_compliance_support]	Support contact box.
[admin_compliance_user_report]	Individual employee detail view with course-by-course breakdown and Edit Records form.

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Integrations

• LearnDash: Core engine for groups, courses, enrollment, progress calculations, and certificates.
• FluentCRM: Clicking the "Log Note" action in the employee table opens a modal to instantly log a note on the user's FluentCRM profile.
• BuddyBoss: Injects the admin dashboard tab directly into the BuddyBoss profile navigation for seamless user experience.
• Elementor: All shortcodes are tested and optimized for Elementor rendering.

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Developer API & Filters

Developers can easily extend or modify the dashboard's behavior using the provided WordPress filters:

Filter	Purpose
ghca_compliance_group_ids	Define the specific LearnDash Group IDs that are tracked for compliance.
ghca_compliance_employee_roles	Define which WordPress user roles are considered "Employees" (tracked on the dashboard).
ghca_admin_dashboard_roles	Modify the list of roles allowed to view the dashboard.
ghca_course_lifespans	Modify the rolling expiration dates and warning windows for specific LearnDash Course IDs.
ghca_admin_quick_links	Modify the Quick Link cards.
ghca_admin_announcements_items	Modify the Admin announcements panel.
ghca_admin_support_email	Change the support email address.
ghca_employee_support_email	Change the employee-facing support email address.
ghca_user_report_back_label	Customize the "Back to Dashboard" link text on user report pages.

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Export API

The plugin provides a secure, nonce-protected endpoint for CSV generation:

admin-post.php?action=ghca_acd_export_csv

This generates a full roster report including First Name, Last Name, Email, Status, Onboarding State, Roles, Groups, and Lifespan Data.

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Changelog

1.1.0

• Added: Granular User Permissions system (Edit Training Records, Manage Announcements, Unrestricted View) managed via a dedicated Settings → Compliance Permissions page.
• Added: Rolling course expirations with configurable per-course lifespans and a traffic-light status system (🟢 🟡 🔴).
• Added: Dashboard Branding settings (primary/secondary/accent colors, organization name, logo, support email).
• Added: Individual user report shortcode ([admin_compliance_user_report]).
• Fixed: Dashboard viewers could previously modify training records without explicit edit permission (privilege escalation).
• Fixed: Announcement management was accessible to all dashboard viewers instead of only authorized users.
• Fixed: Non-admin users with unrestricted view now see consistent data across KPI cards, scope banners, and roster tables.

1.0.0

• Initial release with KPI dashboard, employee roster, CSV export, FluentCRM integration, and BuddyBoss navigation.