Changes for page Batch Upload Formats

Last modified by Matthew Deceunynck on 2015/06/05 16:12
From version Icon 14.1 Icon
edited by Davide Bonicelli
on 2015/03/25 09:47
Change comment: Upload new attachment Staff Member Placement - Batch File Upload.csv
To version Icon 18.1 Icon
edited by Davide Bonicelli
on 2015/03/25 09:49
Change comment: There is no comment for this version

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... ... @@ -24,8 +24,12 @@
24 24  
25 25  * The following diagram provides a visual roadmap of the prerequisites for loading each batch file:(% style="font-family: sans-serif; font-size: 14px;" %)
26 26  
27 - [[image:BatchUploadTablesAndKeys-1330540947.png]]
27 +(((
28 28  
29 +)))
30 +
31 +[[image:BatchUploadTablesAndKeys-1330540947.png]]
32 +
29 29  
30 30  
31 31  The sections below describe specific upload information about each organizational batch upload file:
... ... @@ -46,13 +46,12 @@
46 46  
47 47  **Batch File Fields**:
48 48  
49 -
50 50  * (% style="font-size: 14px;" %)operation
51 51  * (% style="font-size: 14px;" %)name
52 52  * (% style="font-size: 14px;" %)code
53 53  * (% style="font-size: 14px;" %)description
54 54  
55 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Role - Batch File Example-1348454930.html]]
58 +[[(% class="wikiattachmentlink wikiattachmentlink" %)**Sample file**>>attach:Role - Batch File Example-1348454930.html]]
56 56  
57 57  {{code}}
58 58  operation,name,code,description
... ... @@ -65,7 +65,7 @@
65 65  {{/code}}
66 66  
67 67  
68 -==== (% style="font-size: 14px;" %)**Role Permission**(%%) ====
71 +==== (% style="font-size: 19px; line-height: 1.2em; color: rgb(33, 115, 175); font-size: 14px" %)**Role Permission**(%%) ====
69 69  
70 70  **Description**: assign permissions to Roles.
71 71  
... ... @@ -75,12 +75,11 @@
75 75  
76 76  **Batch File Fields**:
77 77  
78 -
79 79  * (% style="font-size: 14px;" %)operation
80 80  * (% style="font-size: 14px;" %)ROLE.code
81 81  * [[permission.name>>url:file:///Assignable-Permission-List||style="font-size: 14px;"]](% style="font-size: 14px;" %) - These permissions are defined configured for your specific version of SMR
82 82  
83 -[[Sample File>>attach:Role Permission - Batch File Example-1348454930.html]]
85 +[[(% class="wikiattachmentlink" %)**Sample File**>>attach:Role Permission - Batch File Example-1348454930.html]]
84 84  
85 85  {{code}}
86 86  operation,role.code,permission.name
... ... @@ -111,41 +111,32 @@
111 111  {{/code}}
112 112  
113 113  
116 +==== **Client** ====
114 114  
115 -**Client** ([[Example>>url:file:///Client+-+Batch+File+Example]])
118 +**Description**: define basic client information.
116 116  
117 -Description: define basic client information.
120 +**Same as**: Clients... admin screen ~-~-> Basic Information tab.
118 118  
119 -Same as Clients... admin screen ~-~-> Basic Information tab.
122 +**Notes**: The "active" field is a Boolean.
120 120  
121 -Notes: The "active" field is a Boolean.
124 +**Prerequisite**: None
122 122  
123 -Prerequisite: None
126 +**Batch File Fields**:
124 124  
125 -Batch File Fields:
126 126  
127 -operation
129 +* (% style="font-size: 14px;" %)operation
130 +* (% style="font-size: 14px;" %)firstName
131 +* (% style="font-size: 14px;" %)lastName
132 +* (% style="font-size: 14px;" %)identifier
133 +* (% style="font-size: 14px;" %)active
134 +* (% style="font-size: 14px;" %)gender
135 +* (% style="font-size: 14px;" %)dob
136 +* (% style="font-size: 14px;" %)payerID
137 +* (% style="font-size: 14px;" %)providerID
138 +* (% style="font-size: 14px;" %)memberID
128 128  
129 -firstName
140 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Client - Batch File Example.csv]]
130 130  
131 -lastName
132 -
133 -identifier
134 -
135 -active
136 -
137 -gender
138 -
139 -dob
140 -
141 -payerID
142 -
143 -providerID
144 -
145 -memberID
146 -
147 -Sample file
148 -
149 149  {{code}}
150 150  operation, firstName, lastName, identifier, active, gender, dob, payerID, providerID, memberID
151 151  UPDATE,Test,Client1,TC1,TRUE,MALE,1995/01/12,3PPID01, ProvID1, Mem117
... ... @@ -163,27 +163,23 @@
163 163  {{/code}}
164 164  
165 165  
159 +==== **Client Placement** ====
166 166  
167 -**Client Placement** ([[Example>>url:file:///Client+Placement+-+Batch+File+Example]])
161 +**Description**: define client placements at org units.
168 168  
169 -Description: define client placements at org units.
163 +**Same as**: Clients... admin screen ~-~-> Organizational Placements tab.
170 170  
171 -Same as Clients... admin screen ~-~-> Organizational Placements tab.
165 +**Prerequisite**: CLIENT, Organizational Units
172 172  
173 -Prerequisite: CLIENT, Organizational Units
167 +**Batch File Fields**:
174 174  
175 -[[See the OU structure used for this sample>>url:file:///Sample-OU-structure]]
176 176  
177 -Batch File Fields:
170 +* (% style="font-size: 14px;" %)operation
171 +* (% style="font-size: 14px;" %)CLIENT.identifier
172 +* (% style="font-size: 14px;" %)ORGUNIT.code
178 178  
179 -operation
174 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Client Placement - Batch File Example.csv]]
180 180  
181 -CLIENT.identifier
182 -
183 -ORGUNIT.code
184 -
185 -Sample file
186 -
187 187  {{code}}
188 188  operation, client.identifier, orgUnit.code
189 189  UPDATE, 1234, OU-1
... ... @@ -203,26 +203,23 @@
203 203  
204 204  
205 205  
206 -**Client Tag** ([[Example>>url:file:///Client+Tag+-+Batch+File+Example]])
195 +==== **Client Tag** ====
207 207  
208 -Description: assign taxonomy tags to client
197 +**Description**: assign taxonomy tags to client
209 209  
210 -Same as Clients... admin screen ~-~-> Tags tab.
199 +**Same as**: Clients... admin screen ~-~-> Tags tab.
211 211  
212 -Prerequisites: CLIENT, TAG
201 +**Prerequisites**: CLIENT, TAG
213 213  
214 -[[See the sample set of Tags used for this example.>>url:file:///Sample-set-of-Tags]]
203 +**Batch File Fields**:
215 215  
216 -Batch File Fields:
217 217  
218 -operation
206 +* (% style="font-size: 14px;" %)operation
207 +* (% style="font-size: 14px;" %)CLIENT.identifier
208 +* (% style="font-size: 14px;" %)TAG.code
219 219  
220 -CLIENT.identifier
210 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Client Tag - Batch File Example.csv]]
221 221  
222 -TAG.code
223 -
224 -Sample file
225 -
226 226  {{code}}
227 227  operation,client.identifier,tag.code
228 228  UPDATE,TC1,TT1
... ... @@ -249,28 +249,25 @@
249 249  {{/code}}
250 250  
251 251  
252 -**Caregiver** ([[Example>>url:file:///Caregiver+-+Batch+File+Example]])
238 +==== **Caregiver** ====
253 253  
254 -Description: define/assign caregivers for clients.
240 +**Description**: define/assign caregivers for clients.
255 255  
256 -Same as CANS Assessment ~-~-> Client details ~-~-> caregivers tab.
242 +**Same as**: CANS Assessment ~-~-> Client details ~-~-> caregivers tab.
257 257  
258 -Prerequisites: CLIENT
244 +**Prerequisites**: CLIENT
259 259  
260 -Batch File Fields:
246 +**Batch File Fields**:
261 261  
262 -operation
263 263  
264 -CLIENT.identifier
249 +* (% style="font-size: 14px;" %)operation
250 +* (% style="font-size: 14px;" %)CLIENT.identifier
251 +* [[relationshipToClient>>url:file:///Caregiver-RelationshipToClient||style="font-size: 14px;"]]
252 +* (% style="font-size: 14px;" %)firstName
253 +* (% style="font-size: 14px;" %)lastName
265 265  
266 -[[relationshipToClient>>url:file:///Caregiver-RelationshipToClient]]
255 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Caregiver - Batch File Example.csv]]
267 267  
268 -firstName
269 -
270 -lastName
271 -
272 -Sample file
273 -
274 274  {{code}}
275 275  operation,client.identifier,relationshipToClient,firstName,lastName
276 276  UPDATE,TC2,Adoptive Father,Adopt,Father
... ... @@ -282,34 +282,30 @@
282 282  {{/code}}
283 283  
284 284  
285 -**Staff** ([[Example>>url:file:///Staff+Member+-+Batch+File+Example]])
268 +==== **Staff** ====
286 286  
287 -Description: define staff members/users of the system.
270 +**Description**: define staff members/users of the system.
288 288  
289 -Same as Staff... admin screen.
272 +**Same as**: Staff... admin screen.
290 290  
291 -Prerequisites: valid email address
274 +**Prerequisites**: valid email address
292 292  
293 -Notes: The password is set to the **lastName**.
276 +**Notes**: The password is set to the **lastName**.
294 294  
295 -The "active" field is a Boolean - TRUE or FALSE
278 + The "active" field is a Boolean - TRUE or FALSE
296 296  
297 -Batch File Fields:
280 +**Batch File Fields**:
298 298  
299 -operation
300 300  
301 -firstName
283 +* (% style="font-size: 14px;" %)operation
284 +* (% style="font-size: 14px;" %)firstName
285 +* (% style="font-size: 14px;" %)lastName
286 +* (% style="font-size: 14px;" %)login
287 +* (% style="font-size: 14px;" %)email
288 +* (% style="font-size: 14px;" %)active
302 302  
303 -lastName
290 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Staff Member - Batch File Example.csv]]
304 304  
305 -login
306 -
307 -email
308 -
309 -active
310 -
311 -Sample file
312 -
313 313  {{code}}
314 314  operation,firstName,lastName,middleName,login,email,active
315 315  UPDATE,Test,Staff1,teststaff1,test1@test.com,TRUE
... ... @@ -321,28 +321,26 @@
321 321  {{/code}}
322 322  
323 323  
324 -**Staff Role** ([[Example>>url:file:///Staff+Member+Role+-+Batch+File+Upload]])
303 +==== **Staff Role** ====
325 325  
326 -Description: assign roles to staff members
305 +**Description**: assign roles to staff members
327 327  
328 -Same as Staff... admin screen ~-~-> Assigned Roles tab.
307 +**Same as**: Staff... admin screen ~-~-> Assigned Roles tab.
329 329  
330 -Prerequisites: STAFF, ROLE
309 +**Prerequisites**: STAFF, ROLE
331 331  
332 -Notes: The "active" field is a Boolean.
311 +**Notes**: The "active" field is a Boolean.
333 333  
334 -Batch File Fields:
313 +**Batch File Fields**:
335 335  
336 -operation
337 337  
338 -STAFF.login
316 +* (% style="font-size: 14px;" %)operation
317 +* (% style="font-size: 14px;" %)STAFF.login
318 +* (% style="font-size: 14px;" %)ROLE.code
319 +* (% style="font-size: 14px;" %)active
339 339  
340 -ROLE.code
321 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Staff Member Role - Batch File Upload.csv]]
341 341  
342 -active
343 -
344 -Sample file
345 -
346 346  {{code}}
347 347  operation,user.login,role.code,active
348 348  UPDATE,teststaff1,BUSR1,TRUE
... ... @@ -354,26 +354,23 @@
354 354  {{/code}}
355 355  
356 356  
357 -**Staff Placement** ([[Example>>url:file:///Staff+Member+Placement+-+Batch+File+Upload]])
334 +==== **Staff Placement** ====
358 358  
359 -Description: define staff member placements at org units.
336 +**Description**: define staff member placements at org units.
360 360  
361 -Same as Staff... admin screen ~-~-> Placement tab
338 +**Same as**: Staff... admin screen ~-~-> Placement tab
362 362  
363 -Prerequisites: STAFF, ORGUNIT
340 +**Prerequisites**: STAFF, ORGUNIT
364 364  
365 -[[See the OU structure used for this sample>>url:file:///Sample-OU-structure]]
342 +**Batch File Fields**:
366 366  
367 -Batch File Fields:
368 368  
369 -operation
345 +* (% style="font-size: 14px;" %)operation
346 +* (% style="font-size: 14px;" %)STAFF.login
347 +* (% style="font-size: 14px;" %)ORGUNIT.code
370 370  
371 -STAFF.login
349 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Staff Member Placement - Batch File Upload.csv]]
372 372  
373 -ORGUNIT.code
374 -
375 -Sample file
376 -
377 377  {{code}}
378 378  operation,user.login,orgUnit.code
379 379  UPDATE,teststaff1,SC.B1
... ... @@ -385,28 +385,25 @@
385 385  {{/code}}
386 386  
387 387  
388 -**Staff Responsibility** ([[Example>>url:file:///Staff+Member+Responsibility+-+Batch+Upload+Example]])
362 +==== **Staff Responsibility** ====
389 389  
390 -Description: assign staff member responsibility for other staff members.
364 +**Description**: assign staff member responsibility for other staff members.
391 391  
392 -Same as Responsibilities... ~-~-> Staff tab
366 +**Same as**: Responsibilities... ~-~-> Staff tab
393 393  
394 -Prerequisites: STAFF, ROLE
368 +**Prerequisites**: STAFF, ROLE
395 395  
396 -Batch File Fields:
370 +**Batch File Fields**:
397 397  
398 -operation
399 399  
400 -parentUserRole.STAFF.login
373 +* (% style="font-size: 14px;" %)operation
374 +* (% style="font-size: 14px;" %)parentUserRole.STAFF.login
375 +* (% style="font-size: 14px;" %)parentUserRole.ROLE.code
376 +* (% style="font-size: 14px;" %)childUserRole.STAFF.login
377 +* (% style="font-size: 14px;" %)childUserRole.ROLE.code
401 401  
402 -parentUserRole.ROLE.code
379 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Staff Member Responsibility - Batch Upload Example.csv]]
403 403  
404 -childUserRole.STAFF.login
405 -
406 -childUserRole.ROLE.code
407 -
408 -Sample file
409 -
410 410  {{code}}
411 411  operation,parentUserRole.user.login,parentUserRole.role.code,childUserRole.user.login,childUserRole.role.code
412 412  UPDATE,teststaff6,BUSPV,teststaff1,BUSR1
... ... @@ -417,26 +417,24 @@
417 417  {{/code}}
418 418  
419 419  
420 -**Organizational Unit Responsibility** ([[Example>>url:file:///Organizational+Unit+Responsibility+-+Batch+File+Example]])
391 +==== **Organizational Unit Responsibility** ====
421 421  
422 -Description: assign staff member direct responsibility for org units.
393 +**Description**: assign staff member direct responsibility for org units.
423 423  
424 -Same as Responsibilities... ~-~-> OU tab
395 +**Same as**: Responsibilities... ~-~-> OU tab
425 425  
426 -Prerequisites: STAFF, ROLE, ORGUNIT
397 +**Prerequisites**: STAFF, ROLE, ORGUNIT
427 427  
428 -Batch File Fields:
399 +**Batch File Fields**:
429 429  
430 -operation
431 431  
432 -userRole.STAFF.login
402 +* (% style="font-size: 14px;" %)operation
403 +* (% style="font-size: 14px;" %)userRole.STAFF.login
404 +* (% style="font-size: 14px;" %)userRole.ROLE.code
405 +* (% style="font-size: 14px;" %)ORGUNIT.code
433 433  
434 -userRole.ROLE.code
407 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Organizational Unit Responsibility - Batch File Example.csv]]
435 435  
436 -ORGUNIT.code
437 -
438 -Sample file
439 -
440 440  {{code}}
441 441  operation,userRole.user.login,userRole.role.code,orgUnit.code
442 442  UPDATE,teststaff6,BUSPV,SC
... ... @@ -445,26 +445,24 @@
445 445  UPDATE,teststaff6,BUSPV,R2
446 446  {{/code}}
447 447  
448 -**Staff - Client Assignment** ([[Example>>url:file:///Client+Responsibility+-+Batch+File+Example]])
417 +==== **Staff - Client Assignment** ====
449 449  
450 -Description: assign staff member direct responsibility for clients.
419 +**Description**: assign staff member direct responsibility for clients.
451 451  
452 -Same as Responsibilities... ~-~-> Clients tab.
421 +**Same as**: Responsibilities... ~-~-> Clients tab.
453 453  
454 -Prerequisites: STAFF, ROLE, CLIENT
423 +**Prerequisites**: STAFF, ROLE, CLIENT
455 455  
456 -Batch File Fields:
425 +**Batch File Fields**:
457 457  
458 -operation
459 459  
460 -userRole.STAFF.login
428 +* (% style="font-size: 14px;" %)operation
429 +* (% style="font-size: 14px;" %)userRole.STAFF.login
430 +* (% style="font-size: 14px;" %)userRole.ROLE.code
431 +* (% style="font-size: 14px;" %)CLIENT.identifier
461 461  
462 -userRole.ROLE.code
433 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Client Responsibility - Batch File Example.csv]]
463 463  
464 -CLIENT.identifier
465 -
466 -Sample file
467 -
468 468  {{code}}
469 469  operation,userRole.user.login,userRole.role.code,client.identifier
470 470  UPDATE,teststaff1,BUSR1,TC1
Icon Client Responsibility - Batch File Example.csv
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