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  • As part of Enrollment or Invitation.
  • As part of an Organizational Identity Source and Pipeline sync.
  • Due to an Expiration Policy.
  • By updating CO Person Role validity dates.
    • If a Role is in Pending status and the Valid From date is updated to be in the past, the Role will automatically change to Active status.
    • If a Role is in Active status and the Valid From date is updated to be in the future, the Role will automatically change to Pending status.
    • If a Role is in Expired status and the Valid Through date is updated to be in the future, the Role will automatically change to Active status.
    • If a Role is in Active or Grace Period status and the Valid Through date is updated to be in the past, the Role will automatically change to Expired status.
  • Manually. Note that manual changes will be overwritten when an automatic update would result in a different status.

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  • When a CO Petition is approved/the Enrollee becomes active.
  • When an Expiration Policy changes the status of a CO Person Role.
  • When updating a CO Person Role Valid Through date causes the CO Person Role to become Active.
  • When a Pipeline results in a status change.
  • When a CO Person Role status is manually changed.

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