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How does Mobaro manage the visibility and retention of user certifications?

Written by Logan Bowlby

Overview

Mobaro manages Certification data to balance a clean day-to-day interface with the long-term record-keeping that audits require. This comes down to two things: what's visible by default, and what's retained when Users leave. This article explains both.

Why this matters: Compliance depends on being able to answer "was this person qualified at the time?" — even months later and even after they've left. Mobaro keeps that historical record intact while hiding expired clutter from everyday views, so the interface stays usable without sacrificing the audit trail.


Visibility of Certifications

By default, a User's profile shows only the Certifications that are currently valid. Expired Certifications are hidden to keep the view clean, but they're never lost — toggle the visibility setting to include expired Certifications whenever you need to see the full history. This keeps the everyday interface streamlined while preserving full transparency on demand.


Retention for deactivated and deleted Users

Certifications belonging to deactivated or deleted Users remain in the system. This is deliberate — it keeps audit trails intact and ensures historical qualification data isn't lost when someone leaves. If specific Certifications need to be removed, an administrator can manually delete or invalidate them.

Note: For removing a User entirely, see How to deactivate a User; for removing a specific Certification, see Deleting Certifications.


Administrative options

Together, two controls let you tune visibility and retention to your needs:

  • View expired Certifications — toggle the setting to include expired items in a User's profile.

  • Manage historical records — retain Certifications tied to deactivated accounts for audit, or manually remove them when required.

Best practice: For audits, archive a periodic Report Template export rather than relying on the live system to surface departed-User data. See Certification reporting and compliance dashboards.


Frequently asked questions

Q: Why can't I see a Certification I know exists?
A: It's likely expired and hidden by default. Toggle the visibility setting to include expired Certifications.

Q: Do a User's Certifications disappear when they're deactivated or deleted?
A: No. They're retained for audit and historical record-keeping unless an administrator manually removes them.

Q: How do I permanently remove a Certification?
A: Delete it (manual Certifications) or invalidate its Result (process Certifications) — see Deleting Certifications.

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