NM Recovery needed a way to manage agency certification applications from submission through approval. I developed a custom WordPress plugin — a centralized dashboard that handles the entire application lifecycle: reviewing submissions, requesting missing documents from applicants by email, generating certification letters as PDFs, and routing every certificate through a multi-manager verification workflow before delivery.
The existing dashboard was outdated, fragmented, and dependent on a patchwork of separate tools — application data, document requests, and certificate handling all lived in different places. Managing a single application meant jumping between systems, there was no unified view of application status, and no controlled approval process before certificates went out. The client needed everything consolidated into one system with proper oversight built in.
I built a custom WordPress plugin that centralizes the entire certification workflow, with Formidable Forms as its only major dependency. Admins get a filterable dashboard of all applications (by status, date range, and type, with CSV export), can request additional files or information from applicants directly via automated email, and generate certification letters as server-side PDFs. Every certificate passes through an approval chain — verified by two additional managers before it’s emailed to the applicant. The plugin includes 20+ custom user roles for granular access control, field-level audit logging of every change with user attribution, e-signature document tracking, per-agency notes, and submission rate limits — all secured with nonce verification, capability checks, and prepared queries throughout.
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