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Welcome & Overview

Dantian Attestation Core is a WordPress plugin for managing staff professional compliance: credentials, compliance documents with expiry dates, signed currency attestations, evidence submissions, and compliance reporting. It suits any organisation that must show its people are qualified, checked and current, such as registered training organisations (RTOs), allied health clinics, childcare centres, aged care providers and construction firms.

The plugin supports evidence-gathering and record-keeping. It does not make your organisation compliant with any regulator’s standards on its own; it gives you a structured, auditable place to collect and review the evidence those standards ask for.

It ships as two plugins:

Dantian Attestation Core (the free plugin). Distributed by direct download from the Dantian Health store, where it updates itself through WordPress’s normal update screen. It has also been submitted to WordPress.org and is awaiting review. See Licensing & Updates.
Dantian Attestation Core Pro. A paid add-on, sold with a licence key, that extends the free plugin. It needs the free plugin installed and active.

Free and Pro at a glance

The free plugin is a complete compliance tracker in its own right. It has no staff-count cap and no time limit. Pro adds workflow, integration and industry-specific modules on top.

Area	Free	Pro adds
Staff records	Compliance profiles linked to WordPress users, credentials, workforce types, bulk CSV import	Departments with scoped Department Coordinators; Administrative Staff register
Documents	Configurable document-type library, private file storage, expiry tracking, admin verification	Google Shared Drive storage
Attestation	Sign & Attest currency declaration with a tamper-evident audit record	Annual compliance plan workflow (submit, approve, return)
Evidence	Staff submission, admin review queue (validate or return), evidence history	Unit mapping for the RTO competency matrix
Notifications	30-day expiry, expired, annual-review, and evidence emails, plus a sent-mail log	90/60/7-day tiers, plan reminders, escalations, SMS via Twilio
Staff portal	Five shortcodes (dashboard, profile, documents, submit evidence, evidence history)	Four more: annual plan, my compliance record, my calendar, upskilling plan
Reports	On-screen reports with print/save-as-PDF and CSV export	XLSX and PDF export, scheduled reports, one-click audit bundle, compliance calendar
Integrations	None. The free plugin makes no calls to third-party services	Webhooks, Google Drive, Twilio SMS, training.gov.au unit sync (RTO)
Branding	Uses your site name	Organisation logo and brand colour on the portal and emails
Industry	Generic wording (“Staff Member”, “Evidence”)	Australian RTO module: units of competency, competency matrix, qualification summary, ASQA credential categories, RTO milestones, validation panels

🔒 Pro feature — requires the Pro plugin.

What an unlicensed or lapsed Pro install looks like. Pro features need an active licence. If the licence is not active, Pro keeps working for a 7-day grace period and shows a reminder notice. After that, Pro’s menu pages (Plans, Departments, Staff, Upskilling Plans, Calendar, Qualifications, RTO Milestones and Validation Panels) are removed from the menu. Pro’s four portal shortcodes then show nothing to staff, and administrators see a “licence inactive” box in their place. Your data is kept, and everything returns when you activate the licence again. The free plugin’s features are not affected. See Licensing & Updates.

Who uses it

Person	What they do	Where
Organisation Administrator (WordPress administrator)	Installs and configures the plugin, manages profiles, reviews evidence, verifies documents, runs reports	WordPress admin → Attestation Core menu
Staff Member (Trainer/Assessor in the RTO module)	Keeps their own documents current, submits evidence, signs the currency attestation	The front-end staff portal pages. They never need the WordPress admin area
Department Coordinator (Pro)	Manages the profiles, documents, evidence and plans for their own departments only	The same admin menu, limited to their departments

A staff member gets portal access when their WordPress user account is linked to an active compliance profile. Their WordPress role doesn’t matter, so the plugin works alongside membership and LMS plugins. Staff with a linked profile are sent to the portal dashboard when they log in, and the WordPress toolbar is hidden for them. Administrators are never redirected. See User Roles & Permissions.

Admin menu at a glance

Everything lives under one top-level Attestation Core menu, which has a graduation-cap icon and sits just above Appearance in the sidebar. Activating the plugin gives the Administrator role every Attestation Core permission, so administrators see every item below. Other users see only the items their permissions allow.

Free menu

Menu item	Page heading	What it’s for	Who can see it
Dashboard	Dashboard	Overall staff compliance score, counts of evidence pending review, documents needing attention and active profiles, compliance by workforce type, and a “Finish setting up” card until setup is done	Users with the manage plugin permission (administrators)
Compliance Profiles	Compliance Profiles	Add, edit, import and archive staff profiles, with tabs for credentials, documents, evidence and attestations. See Staff profiles	Manage staff permission
Evidence (RTO: Currency Evidence)	Evidence review queue	Validate or return staff evidence submissions. See Evidence	Validate evidence permission
Documents	Document Management	Every uploaded compliance document, with status, expiry and verification. See Documents	Manage documents permission
Reports	Compliance Reports	Pre-built compliance reports with print and CSV export. See Reporting	View reports permission
Notifications	Notification Log	A record of every notification email the plugin has sent. See Notifications	Manage settings permission
Action Log	Admin Action Log	Who did what, when (UTC) and from which IP address, for administrative changes. See Privacy, Security & Data	Site administrators only (the WordPress manage options permission)
Settings	Settings	All configuration tabs. See Settings & Onboarding	Manage settings permission

There is also a setup wizard page that doesn’t appear in the menu. It opens automatically after first activation, and you can reopen it from Settings → General → Re-run the setup wizard.

🔒 Pro feature — requires the Pro plugin.

Pro menu additions

Pro adds these items to the same menu, placed next to the related Free items. Most of them appear only while the Pro licence is active, or within the grace period.

Menu item	Page heading	Shown when	Who can see it
Departments	Departments	Pro active	Manage settings permission
Staff	Administrative Staff	Pro active	Manage staff permission
Upskilling Plans	Staff Upskilling Plans	Pro active	Manage plans permission
Plans	Annual Plans	Pro active (placed after Evidence)	Manage plans permission
Calendar	Compliance Calendar	Pro active (placed after Reports)	View reports permission
Matrix	Competency Matrix	Industry set to RTO	Manage staff permission
Units (as worded by your industry)	Units of Competency	Industry set to RTO	Manage units permission
Qualifications	Qualification Delivery Summary	Pro active and industry set to RTO	View reports permission
RTO Milestones	RTO Compliance Milestones	Pro active and industry set to RTO	Manage settings permission
Validation Panels	Validation Panels	Pro active and industry set to RTO	Manage settings permission

Pro also adds settings tabs: Branding, Escalations, Scheduled Reports, SMS, Webhooks and Licence, plus Google Drive options on the Storage tab. A Department Coordinator can open Compliance Profiles, Documents, Evidence and Plans, but only for the staff in their own departments. Coordinators don’t get Reports. See Departments & Department Coordinators.

A typical first week

Example: a 40-staff allied health clinic. The practice manager installs the free plugin and completes the setup wizard. She enters the clinic name, keeps the First Aid, Working With Children Check and National Police Check document types, removes “Industry qualification”, adds “AHPRA registration”, and lets the wizard create the portal pages. She downloads the staff CSV template from Compliance Profiles → Import profiles, imports her staff list, then creates WordPress accounts with matching email addresses so each profile links automatically. Staff log in, land on the Compliance Portal, and upload their certificates. Each morning the daily task emails anyone whose documents expire within 30 days. The Dashboard shows her which documents still need verifying.

In this documentation

Setup & configuration

Feature guides

Reference

Role guides

Troubleshooting the menu

I can’t see the Attestation Core menu. Only users with the plugin’s management permissions see it. Activation grants these to the Administrator role. If an administrator still can’t see it, deactivate and reactivate the plugin to re-apply the permissions.
A Pro menu item has disappeared. Check Settings → Licence. If the grace period has ended, Pro pages are hidden until the licence is active again. RTO items also need Settings → General → Industry set to the RTO option.
Action Log is missing for a manager. Action Log is visible only to full site administrators, by design.

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