Changes for page Batch Upload Formats

Last modified by Matthew Deceunynck on 2015/06/05 16:12
From version Icon 34.1 Icon
edited by Davide Bonicelli
on 2015/03/25 10:12
Change comment: Upload new attachment role.csv
To version Icon 4.1 Icon
edited by Davide Bonicelli
on 2015/03/25 09:35
Change comment: There is no comment for this version

Summary

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... ... @@ -24,12 +24,8 @@
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 -(((
27 + [[image:BatchUploadTablesAndKeys-1330540947.png]]
28 28  
29 -)))
30 -
31 -[[image:BatchUploadTablesAndKeys-1330540947.png]]
32 -
33 33  
34 34  
35 35  The sections below describe specific upload information about each organizational batch upload file:
... ... @@ -50,23 +50,26 @@
50 50  
51 51  **Batch File Fields**:
52 52  
49 +
53 53  * (% style="font-size: 14px;" %)operation
54 54  * (% style="font-size: 14px;" %)name
55 55  * (% style="font-size: 14px;" %)code
56 56  * (% style="font-size: 14px;" %)description
57 57  
58 -[[(% class="wikiattachmentlink wikiattachmentlink" %)**Sample file**>>attach:Role - Batch File Example-1348454930.html]]
59 59  
60 -{{code}}
61 -operation,name,code,description
62 -UPDATE,BatchUploadSampleRole1,BUSR1,Example role 1
63 -UPDATE,BatchUploadSampleRole2,BUSR2,Example role 2
64 -UPDATE,BatchUploadSampleSupervisor,BUSPV,Example role 3
65 -{{/code}}
56 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Role - Batch File Example-1348454930.html]]
66 66  
58 +{{code}}operation,name,code,description
67 67  
68 -==== (% style="font-size: 19px; line-height: 1.2em; color: rgb(33, 115, 175); font-size: 14px" %)**Role Permission**(%%) ====
60 +UPDATE,BatchUploadSampleRole1,BUSR1,Example role #1
69 69  
62 +UPDATE,BatchUploadSampleRole2,BUSR2,Example role #2
63 +
64 +UPDATE,BatchUploadSampleSupervisor,BUSPV,Example role #3{{/code}}
65 +
66 +
67 +==== (% style="font-size: 14px;" %)**Role Permission**(%%) ====
68 +
70 70  **Description**: assign permissions to Roles.
71 71  
72 72  **Same as**: Roles... admin screen ~-~-> Assigned Permissions tab.
... ... @@ -75,69 +75,100 @@
75 75  
76 76  **Batch File Fields**:
77 77  
77 +
78 78  * (% style="font-size: 14px;" %)operation
79 79  * (% style="font-size: 14px;" %)ROLE.code
80 80  * [[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
81 81  
82 -[[(% class="wikiattachmentlink" %)**Sample File**>>attach:Role Permission - Batch File Example-1348454930.html]]
82 +[[Sample File>>attach:Role Permission - Batch File Example-1348454930.html]]
83 83  
84 -{{code}}
85 -operation,role.code,permission.name
84 +{{code}}operation,role.code,permission.name
85 +
86 86  UPDATE,BUSR1,CANS_CREATE
87 +
87 87  UPDATE,BUSR1,CANS_EDIT
89 +
88 88  UPDATE,BUSR1,CANS_VIEW
91 +
89 89  UPDATE,BUSR1,CLIENTS_VIEW
93 +
90 90  UPDATE,BUSR1,OU_VIEW
95 +
91 91  UPDATE,BUSR1,REPORTS_VIEW
97 +
92 92  UPDATE,BUSPV,CANS_APPROVE
99 +
93 93  UPDATE,BUSPV,CANS_AUTO_APPROVE
101 +
94 94  UPDATE,BUSPV,CANS_CREATE
103 +
95 95  UPDATE,BUSPV,CANS_EDIT
105 +
96 96  UPDATE,BUSPV,CANS_VIEW
107 +
97 97  UPDATE,BUSPV,CLIENTS_CREATE
109 +
98 98  UPDATE,BUSPV,CLIENTS_DELETE
111 +
99 99  UPDATE,BUSPV,CLIENTS_EDIT
113 +
100 100  UPDATE,BUSPV,CLIENTS_OU_VIEW
115 +
101 101  UPDATE,BUSPV,CLIENTS_TAG_VIEW
117 +
102 102  UPDATE,BUSPV,CLIENTS_VIEW
119 +
103 103  UPDATE,BUSPV,REPORTS_VIEW
121 +
104 104  UPDATE,BUSR2,ANSA_CREATE
123 +
105 105  UPDATE,BUSR2,ANSA_EDIT
125 +
106 106  UPDATE,BUSR2,ANSA_VIEW
127 +
107 107  UPDATE,BUSR2,CLIENTS_VIEW
129 +
108 108  UPDATE,BUSR2,OU_VIEW
109 -UPDATE,BUSR2,REPORTS_VIEW
110 -{{/code}}
111 111  
132 +UPDATE,BUSR2,REPORTS_VIEW{{/code}}
112 112  
113 -==== **Client** ====
114 114  
115 -**Description**: define basic client information.
116 116  
117 -**Same as**: Clients... admin screen ~-~-> Basic Information tab.
136 +**Client** ([[Example>>url:file:///Client+-+Batch+File+Example]])
118 118  
119 -**Notes**: The "active" field is a Boolean.
138 +Description: define basic client information.
120 120  
121 -**Prerequisite**: None
140 +Same as Clients... admin screen ~-~-> Basic Information tab.
122 122  
123 -**Batch File Fields**:
142 +Notes: The "active" field is a Boolean.
124 124  
144 +Prerequisite: None
125 125  
126 -* (% style="font-size: 14px;" %)operation
127 -* (% style="font-size: 14px;" %)firstName
128 -* (% style="font-size: 14px;" %)lastName
129 -* (% style="font-size: 14px;" %)identifier
130 -* (% style="font-size: 14px;" %)active
131 -* (% style="font-size: 14px;" %)gender
132 -* (% style="font-size: 14px;" %)dob
133 -* (% style="font-size: 14px;" %)payerID
134 -* (% style="font-size: 14px;" %)providerID
135 -* (% style="font-size: 14px;" %)memberID
146 +Batch File Fields:
136 136  
137 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Client - Batch File Example.csv]]
148 +operation
138 138  
139 -{{code}}
140 -operation, firstName, lastName, identifier, active, gender, dob, payerID, providerID, memberID
150 +firstName
151 +
152 +lastName
153 +
154 +identifier
155 +
156 +active
157 +
158 +gender
159 +
160 +dob
161 +
162 +payerID
163 +
164 +providerID
165 +
166 +memberID
167 +
168 +Sample file
169 +
170 +{{code}}operation, firstName, lastName, identifier, active, gender, dob, payerID, providerID, memberID
141 141  UPDATE,Test,Client1,TC1,TRUE,MALE,1995/01/12,3PPID01, ProvID1, Mem117
142 142  UPDATE,Test,Client2,TC2,TRUE,FEMALE,1995/06/18,3PPID11, ProvID2, Mem121
143 143  UPDATE,Test,Client3,TC3,TRUE,MALE,1995/07/23,3PPID01, ProvID3, Mem233
... ... @@ -149,298 +149,384 @@
149 149  UPDATE,Test,Client9,TC9,TRUE,MALE,1997/01/31~,~, ProvID3, Mem73
150 150  UPDATE,Test,Client10,TC10,TRUE,FEMALE,1997/08/01,3PPID01~,~, Mem11
151 151  UPDATE,Test,Client11,TC11,TRUE,MALE,1997/12/19~,~, ProvID2, Mem127
152 -UPDATE,Test,Client12,TC12,TRUE,FEMALE,1998/03/27,3PPID03, ProvID1, Mem877
153 -{{/code}}
182 +UPDATE,Test,Client12,TC12,TRUE,FEMALE,1998/03/27,3PPID03, ProvID1, Mem877{{/code}}
154 154  
155 155  
156 -==== **Client Placement** ====
157 157  
158 -**Description**: define client placements at org units.
186 +**Client Placement** ([[Example>>url:file:///Client+Placement+-+Batch+File+Example]])
159 159  
160 -**Same as**: Clients... admin screen ~-~-> Organizational Placements tab.
188 +Description: define client placements at org units.
161 161  
162 -**Prerequisite**: CLIENT, Organizational Units
190 +Same as Clients... admin screen ~-~-> Organizational Placements tab.
163 163  
164 -**Batch File Fields**:
192 +Prerequisite: CLIENT, Organizational Units
165 165  
194 +[[See the OU structure used for this sample>>url:file:///Sample-OU-structure]]
166 166  
167 -* (% style="font-size: 14px;" %)operation
168 -* (% style="font-size: 14px;" %)CLIENT.identifier
169 -* (% style="font-size: 14px;" %)ORGUNIT.code
196 +Batch File Fields:
170 170  
171 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Client Placement - Batch File Example.csv]]
198 +operation
172 172  
173 -{{code}}
174 -operation, client.identifier, orgUnit.code
200 +CLIENT.identifier
201 +
202 +ORGUNIT.code
203 +
204 +Sample file
205 +
206 +{{code}}operation, client.identifier, orgUnit.code
207 +
175 175  UPDATE, 1234, OU-1
209 +
176 176  UPDATE, 1235, OU-1
211 +
177 177  UPDATE, 1251, OU-1
213 +
178 178  UPDATE, 1252, OU-1
215 +
179 179  UPDATE, 1253, OU-1
217 +
180 180  UPDATE, 1254, OU-1
219 +
181 181  UPDATE, 1255, OU-2
221 +
182 182  UPDATE, 1256, OU-2
223 +
183 183  UPDATE, 1257, OU-2
225 +
184 184  UPDATE, 1258, OU-2
227 +
185 185  UPDATE, 1259, OU-2
229 +
186 186  UPDATE, 1260, OU-2
187 -UPDATE, 1261, OU-2
188 -{{/code}}
189 189  
232 +UPDATE, 1261, OU-2{{/code}}
233 +
190 190  
191 191  
192 -==== **Client Tag** ====
236 +**Client Tag** ([[Example>>url:file:///Client+Tag+-+Batch+File+Example]])
193 193  
194 -**Description**: assign taxonomy tags to client
238 +Description: assign taxonomy tags to client
195 195  
196 -**Same as**: Clients... admin screen ~-~-> Tags tab.
240 +Same as Clients... admin screen ~-~-> Tags tab.
197 197  
198 -**Prerequisites**: CLIENT, TAG
242 +Prerequisites: CLIENT, TAG
199 199  
200 -**Batch File Fields**:
244 +[[See the sample set of Tags used for this example.>>url:file:///Sample-set-of-Tags]]
201 201  
246 +Batch File Fields:
202 202  
203 -* (% style="font-size: 14px;" %)operation
204 -* (% style="font-size: 14px;" %)CLIENT.identifier
205 -* (% style="font-size: 14px;" %)TAG.code
248 +operation
206 206  
207 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Client Tag - Batch File Example.csv]]
250 +CLIENT.identifier
208 208  
209 -{{code}}
210 -operation,client.identifier,tag.code
252 +TAG.code
253 +
254 +Sample file
255 +
256 +{{code}}operation,client.identifier,tag.code
257 +
211 211  UPDATE,TC1,TT1
259 +
212 212  UPDATE,TC1,TT1.1
261 +
213 213  UPDATE,TC1,TT1.2
263 +
214 214  UPDATE,TC1,TT2
265 +
215 215  UPDATE,TC1,TT3
267 +
216 216  UPDATE,TC1,TT3.1
269 +
217 217  UPDATE,TC1,TT3.2
271 +
218 218  UPDATE,TC1,TT1
273 +
219 219  UPDATE,TC1,TT1.1
275 +
220 220  UPDATE,TC1,TT1.2
277 +
221 221  UPDATE,TC2,TT2
279 +
222 222  UPDATE,TC3,TT3
281 +
223 223  UPDATE,TC4,TT2
283 +
224 224  UPDATE,TC5,TT3
285 +
225 225  UPDATE,TC6,TT3.1
287 +
226 226  UPDATE,TC7,TT3.2
289 +
227 227  UPDATE,TC8,TT1
291 +
228 228  UPDATE,TC9,TT1.1
293 +
229 229  UPDATE,TC10,TT1.2
295 +
230 230  UPDATE,TC11,TT2
231 -UPDATE,TC12,TT3
232 -{{/code}}
233 233  
298 +UPDATE,TC12,TT3{{/code}}
234 234  
235 -==== **Caregiver** ====
236 236  
237 -**Description**: define/assign caregivers for clients.
301 +**Caregiver** ([[Example>>url:file:///Caregiver+-+Batch+File+Example]])
238 238  
239 -**Same as**: CANS Assessment ~-~-> Client details ~-~-> caregivers tab.
303 +Description: define/assign caregivers for clients.
240 240  
241 -**Prerequisites**: CLIENT
305 +Same as CANS Assessment ~-~-> Client details ~-~-> caregivers tab.
242 242  
243 -**Batch File Fields**:
307 +Prerequisites: CLIENT
244 244  
309 +Batch File Fields:
245 245  
246 -* (% style="font-size: 14px;" %)operation
247 -* (% style="font-size: 14px;" %)CLIENT.identifier
248 -* [[relationshipToClient>>url:file:///Caregiver-RelationshipToClient||style="font-size: 14px;"]]
249 -* (% style="font-size: 14px;" %)firstName
250 -* (% style="font-size: 14px;" %)lastName
311 +operation
251 251  
252 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Caregiver - Batch File Example.csv]]
313 +CLIENT.identifier
253 253  
254 -{{code}}
255 -operation,client.identifier,relationshipToClient,firstName,lastName
315 +[[relationshipToClient>>url:file:///Caregiver-RelationshipToClient]]
316 +
317 +firstName
318 +
319 +lastName
320 +
321 +Sample file
322 +
323 +{{code}}operation,client.identifier,relationshipToClient,firstName,lastName
324 +
256 256  UPDATE,TC2,Adoptive Father,Adopt,Father
326 +
257 257  UPDATE,TC2,Adoptive Mother,Adopt,Mother
328 +
258 258  UPDATE,TC2,Godparent,Greg,Smith
330 +
259 259  UPDATE,TC2,Godparent,Gina,Smith
332 +
260 260  UPDATE,TC2,Biological Father,Bio,Father
261 -UPDATE,TC2,Biological Mother,Bio,Mother
262 -{{/code}}
263 263  
335 +UPDATE,TC2,Biological Mother,Bio,Mother{{/code}}
264 264  
265 -==== **Staff** ====
266 266  
267 -**Description**: define staff members/users of the system.
338 +**Staff** ([[Example>>url:file:///Staff+Member+-+Batch+File+Example]])
268 268  
269 -**Same as**: Staff... admin screen.
340 +Description: define staff members/users of the system.
270 270  
271 -**Prerequisites**: valid email address
342 +Same as Staff... admin screen.
272 272  
273 -**Notes**: The password is set to the **lastName**.
344 +Prerequisites: valid email address
274 274  
275 - The "active" field is a Boolean - TRUE or FALSE
346 +Notes: The password is set to the **lastName**.
276 276  
277 -**Batch File Fields**:
348 +The "active" field is a Boolean - TRUE or FALSE
278 278  
350 +Batch File Fields:
279 279  
280 -* (% style="font-size: 14px;" %)operation
281 -* (% style="font-size: 14px;" %)firstName
282 -* (% style="font-size: 14px;" %)lastName
283 -* (% style="font-size: 14px;" %)login
284 -* (% style="font-size: 14px;" %)email
285 -* (% style="font-size: 14px;" %)active
352 +operation
286 286  
287 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Staff Member - Batch File Example.csv]]
354 +firstName
288 288  
289 -{{code}}
290 -operation,firstName,lastName,middleName,login,email,active
356 +lastName
357 +
358 +login
359 +
360 +email
361 +
362 +active
363 +
364 +Sample file
365 +
366 +{{code}}operation,firstName,lastName,middleName,login,email,active
367 +
291 291  UPDATE,Test,Staff1,teststaff1,test1@test.com,TRUE
369 +
292 292  UPDATE,Test,Staff2,teststaff2,test2@test.com,TRUE
371 +
293 293  UPDATE,Test,Staff3,teststaff3,test3@test.com,TRUE
373 +
294 294  UPDATE,Test,Staff4,teststaff4,test4@test.com,TRUE
375 +
295 295  UPDATE,Test,Staff5,teststaff5,test5@test.com,TRUE
296 -UPDATE,Test,Staff6,teststaff6,test6@test.com,TRUE
297 -{{/code}}
298 298  
378 +UPDATE,Test,Staff6,teststaff6,test6@test.com,TRUE{{/code}}
299 299  
300 -==== **Staff Role** ====
301 301  
302 -**Description**: assign roles to staff members
381 +**Staff Role** ([[Example>>url:file:///Staff+Member+Role+-+Batch+File+Upload]])
303 303  
304 -**Same as**: Staff... admin screen ~-~-> Assigned Roles tab.
383 +Description: assign roles to staff members
305 305  
306 -**Prerequisites**: STAFF, ROLE
385 +Same as Staff... admin screen ~-~-> Assigned Roles tab.
307 307  
308 -**Notes**: The "active" field is a Boolean.
387 +Prerequisites: STAFF, ROLE
309 309  
310 -**Batch File Fields**:
389 +Notes: The "active" field is a Boolean.
311 311  
391 +Batch File Fields:
312 312  
313 -* (% style="font-size: 14px;" %)operation
314 -* (% style="font-size: 14px;" %)STAFF.login
315 -* (% style="font-size: 14px;" %)ROLE.code
316 -* (% style="font-size: 14px;" %)active
393 +operation
317 317  
318 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Staff Member Role - Batch File Upload.csv]]
395 +STAFF.login
319 319  
320 -{{code}}
321 -operation,user.login,role.code,active
397 +ROLE.code
398 +
399 +active
400 +
401 +Sample file
402 +
403 +{{code}}operation,user.login,role.code,active
404 +
322 322  UPDATE,teststaff1,BUSR1,TRUE
406 +
323 323  UPDATE,teststaff2,BUSR1,TRUE
408 +
324 324  UPDATE,teststaff3,BUSR1,TRUE
410 +
325 325  UPDATE,teststaff4,BUSR1,TRUE
412 +
326 326  UPDATE,teststaff5,BUSR1,TRUE
327 -UPDATE,teststaff6,BUSPV,TRUE
328 -{{/code}}
329 329  
415 +UPDATE,teststaff6,BUSPV,TRUE{{/code}}
330 330  
331 -==== **Staff Placement** ====
332 332  
333 -**Description**: define staff member placements at org units.
418 +**Staff Placement** ([[Example>>url:file:///Staff+Member+Placement+-+Batch+File+Upload]])
334 334  
335 -**Same as**: Staff... admin screen ~-~-> Placement tab
420 +Description: define staff member placements at org units.
336 336  
337 -**Prerequisites**: STAFF, ORGUNIT
422 +Same as Staff... admin screen ~-~-> Placement tab
338 338  
339 -**Batch File Fields**:
424 +Prerequisites: STAFF, ORGUNIT
340 340  
426 +[[See the OU structure used for this sample>>url:file:///Sample-OU-structure]]
341 341  
342 -* (% style="font-size: 14px;" %)operation
343 -* (% style="font-size: 14px;" %)STAFF.login
344 -* (% style="font-size: 14px;" %)ORGUNIT.code
428 +Batch File Fields:
345 345  
346 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Staff Member Placement - Batch File Upload.csv]]
430 +operation
347 347  
348 -{{code}}
349 -operation,user.login,orgUnit.code
432 +STAFF.login
433 +
434 +ORGUNIT.code
435 +
436 +Sample file
437 +
438 +{{code}}operation,user.login,orgUnit.code
439 +
350 350  UPDATE,teststaff1,SC.B1
441 +
351 351  UPDATE,teststaff2,SC.B2
443 +
352 352  UPDATE,teststaff3,SC.B1
445 +
353 353  UPDATE,teststaff4,SC.B2
447 +
354 354  UPDATE,teststaff5,R1W
355 -UPDATE,teststaff6,R1E
356 -{{/code}}
357 357  
450 +UPDATE,teststaff6,R1E{{/code}}
358 358  
359 -==== **Staff Responsibility** ====
360 360  
361 -**Description**: assign staff member responsibility for other staff members.
453 +**Staff Responsibility** ([[Example>>url:file:///Staff+Member+Responsibility+-+Batch+Upload+Example]])
362 362  
363 -**Same as**: Responsibilities... ~-~-> Staff tab
455 +Description: assign staff member responsibility for other staff members.
364 364  
365 -**Prerequisites**: STAFF, ROLE
457 +Same as Responsibilities... ~-~-> Staff tab
366 366  
367 -**Batch File Fields**:
459 +Prerequisites: STAFF, ROLE
368 368  
461 +Batch File Fields:
369 369  
370 -* (% style="font-size: 14px;" %)operation
371 -* (% style="font-size: 14px;" %)parentUserRole.STAFF.login
372 -* (% style="font-size: 14px;" %)parentUserRole.ROLE.code
373 -* (% style="font-size: 14px;" %)childUserRole.STAFF.login
374 -* (% style="font-size: 14px;" %)childUserRole.ROLE.code
463 +operation
375 375  
376 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Staff Member Responsibility - Batch Upload Example.csv]]
465 +parentUserRole.STAFF.login
377 377  
378 -{{code}}
379 -operation,parentUserRole.user.login,parentUserRole.role.code,childUserRole.user.login,childUserRole.role.code
467 +parentUserRole.ROLE.code
468 +
469 +childUserRole.STAFF.login
470 +
471 +childUserRole.ROLE.code
472 +
473 +Sample file
474 +
475 +{{code}}operation,parentUserRole.user.login,parentUserRole.role.code,childUserRole.user.login,childUserRole.role.code
476 +
380 380  UPDATE,teststaff6,BUSPV,teststaff1,BUSR1
478 +
381 381  UPDATE,teststaff6,BUSPV,teststaff2,BUSR1
480 +
382 382  UPDATE,teststaff6,BUSPV,teststaff3,BUSR1
482 +
383 383  UPDATE,teststaff6,BUSPV,teststaff4,BUSR1
384 -UPDATE,teststaff6,BUSPV,teststaff5,BUSR1
385 -{{/code}}
386 386  
485 +UPDATE,teststaff6,BUSPV,teststaff5,BUSR1{{/code}}
387 387  
388 -==== **Organizational Unit Responsibility** ====
389 389  
390 -**Description**: assign staff member direct responsibility for org units.
488 +**Organizational Unit Responsibility** ([[Example>>url:file:///Organizational+Unit+Responsibility+-+Batch+File+Example]])
391 391  
392 -**Same as**: Responsibilities... ~-~-> OU tab
490 +Description: assign staff member direct responsibility for org units.
393 393  
394 -**Prerequisites**: STAFF, ROLE, ORGUNIT
492 +Same as Responsibilities... ~-~-> OU tab
395 395  
396 -**Batch File Fields**:
494 +Prerequisites: STAFF, ROLE, ORGUNIT
397 397  
496 +Batch File Fields:
398 398  
399 -* (% style="font-size: 14px;" %)operation
400 -* (% style="font-size: 14px;" %)userRole.STAFF.login
401 -* (% style="font-size: 14px;" %)userRole.ROLE.code
402 -* (% style="font-size: 14px;" %)ORGUNIT.code
498 +operation
403 403  
404 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Organizational Unit Responsibility - Batch File Example.csv]]
500 +userRole.STAFF.login
405 405  
406 -{{code}}
407 -operation,userRole.user.login,userRole.role.code,orgUnit.code
502 +userRole.ROLE.code
503 +
504 +ORGUNIT.code
505 +
506 +Sample file
507 +
508 +{{code}}operation,userRole.user.login,userRole.role.code,orgUnit.code
509 +
408 408  UPDATE,teststaff6,BUSPV,SC
511 +
409 409  UPDATE,teststaff6,BUSPV,NC
513 +
410 410  UPDATE,teststaff6,BUSPV,R1
411 -UPDATE,teststaff6,BUSPV,R2
412 -{{/code}}
413 413  
414 -==== **Staff - Client Assignment** ====
516 +UPDATE,teststaff6,BUSPV,R2{{/code}}
415 415  
416 -**Description**: assign staff member direct responsibility for clients.
518 +**Staff - Client Assignment** ([[Example>>url:file:///Client+Responsibility+-+Batch+File+Example]])
417 417  
418 -**Same as**: Responsibilities... ~-~-> Clients tab.
520 +Description: assign staff member direct responsibility for clients.
419 419  
420 -**Prerequisites**: STAFF, ROLE, CLIENT
522 +Same as Responsibilities... ~-~-> Clients tab.
421 421  
422 -**Batch File Fields**:
524 +Prerequisites: STAFF, ROLE, CLIENT
423 423  
526 +Batch File Fields:
424 424  
425 -* (% style="font-size: 14px;" %)operation
426 -* (% style="font-size: 14px;" %)userRole.STAFF.login
427 -* (% style="font-size: 14px;" %)userRole.ROLE.code
428 -* (% style="font-size: 14px;" %)CLIENT.identifier
528 +operation
429 429  
430 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Client Responsibility - Batch File Example.csv]]
530 +userRole.STAFF.login
431 431  
432 -{{code}}
433 -operation,userRole.user.login,userRole.role.code,client.identifier
532 +userRole.ROLE.code
533 +
534 +CLIENT.identifier
535 +
536 +Sample file
537 +
538 +{{code}}operation,userRole.user.login,userRole.role.code,client.identifier
539 +
434 434  UPDATE,teststaff1,BUSR1,TC1
541 +
435 435  UPDATE,teststaff1,BUSR1,TC2
543 +
436 436  UPDATE,teststaff1,BUSR1,TC3
545 +
437 437  UPDATE,teststaff1,BUSR1,TC4
547 +
438 438  UPDATE,teststaff1,BUSR1,TC5
549 +
439 439  UPDATE,teststaff1,BUSR1,TC6
551 +
440 440  UPDATE,teststaff1,BUSR1,TC7
553 +
441 441  UPDATE,teststaff1,BUSR1,TC8
555 +
442 442  UPDATE,teststaff1,BUSR1,TC9
557 +
443 443  UPDATE,teststaff1,BUSR1,TC10
559 +
444 444  UPDATE,teststaff1,BUSR1,TC11
445 -UPDATE,teststaff1,BUSR1,TC12
446 -{{/code}}
561 +
562 +UPDATE,teststaff1,BUSR1,TC12{{/code}}
Icon role.csv
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.dbonicelli
Size
... ... @@ -1,1 +1,0 @@
1 -237 bytes
Content
... ... @@ -1,6 +1,0 @@
1 -"operation","name","code","description"
2 -"UPDATE","Caseworker","cw","Caseworker"
3 -"UPDATE","Supervisor","su","Caseworker's","Supervisor"
4 -"UPDATE","Site","Manager","sm","OU","-","Manager"
5 -"UPDATE","Data","Entry","de","Data","Entry","Clerk"
6 -
Icon Role - Batch File Example-1348454930.html
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.dbonicelli
Size
... ... @@ -1,0 +1,1 @@
1 +2.9 KB
Content
... ... @@ -1,0 +1,158 @@
1 +<table width="450" cellspacing="0" cellpadding="0" border="0" style="border-collapse: collapse;">
2 +
3 +<tbody>
4 +<tr>
5 +<td width="75" height="13">operation</td>
6 +<td width="75">client.identifier</td>
7 +<td width="75">relationshipToClient</td>
8 +<td width="75">firstName</td>
9 +<td width="75">lastName</td>
10 +<td width="75">identifier</td>
11 +</tr>
12 +<tr>
13 +<td height="13">UPDATE</td>
14 +<td align="right">1249</td>
15 +<td>Stepfather</td>
16 +<td>Joshua</td>
17 +<td>Cook</td>
18 +<td align="right">1</td>
19 +</tr>
20 +<tr>
21 +<td height="13">UPDATE</td>
22 +<td align="right">1250</td>
23 +<td>Adoptive Father</td>
24 +<td>Thomas</td>
25 +<td>Morgan</td>
26 +<td align="right">2</td>
27 +</tr>
28 +<tr>
29 +<td height="13">UPDATE</td>
30 +<td align="right">1251</td>
31 +<td>Adoptive Father</td>
32 +<td>James</td>
33 +<td>Bell</td>
34 +<td align="right">3</td>
35 +</tr>
36 +<tr>
37 +<td height="13">UPDATE</td>
38 +<td align="right">1252</td>
39 +<td>Biological Father</td>
40 +<td>Daniel</td>
41 +<td>Murphy</td>
42 +<td align="right">4</td>
43 +</tr>
44 +<tr>
45 +<td height="13">UPDATE</td>
46 +<td align="right">1253</td>
47 +<td>Biological Father</td>
48 +<td>Samuel</td>
49 +<td>Bailey</td>
50 +<td align="right">5</td>
51 +</tr>
52 +<tr>
53 +<td height="13">UPDATE</td>
54 +<td align="right">1254</td>
55 +<td>Godparent</td>
56 +<td>Oliver</td>
57 +<td>Rivera</td>
58 +<td align="right">6</td>
59 +</tr>
60 +<tr>
61 +<td height="13">UPDATE</td>
62 +<td align="right">1255</td>
63 +<td>Legal Guardian</td>
64 +<td>William</td>
65 +<td>Cooper</td>
66 +<td align="right">7</td>
67 +</tr>
68 +<tr>
69 +<td height="13">UPDATE</td>
70 +<td align="right">1256</td>
71 +<td>Legal Guardian</td>
72 +<td>Benjamin</td>
73 +<td>Richardson</td>
74 +<td align="right">8</td>
75 +</tr>
76 +<tr>
77 +<td height="13">UPDATE</td>
78 +<td align="right">1257</td>
79 +<td>Godparent</td>
80 +<td>Joseph</td>
81 +<td>Cox</td>
82 +<td align="right">9</td>
83 +</tr>
84 +<tr>
85 +<td height="13">UPDATE</td>
86 +<td align="right">1258</td>
87 +<td>Godparent</td>
88 +<td>Harry</td>
89 +<td>Howard</td>
90 +<td align="right">10</td>
91 +</tr>
92 +<tr>
93 +<td height="13">UPDATE</td>
94 +<td align="right">1259</td>
95 +<td>Godparent</td>
96 +<td>Matthew</td>
97 +<td>Ward</td>
98 +<td align="right">11</td>
99 +</tr>
100 +<tr>
101 +<td height="13">UPDATE</td>
102 +<td align="right">1260</td>
103 +<td>Adoptive Mother</td>
104 +<td>Emily</td>
105 +<td>Torres</td>
106 +<td align="right">12</td>
107 +</tr>
108 +<tr>
109 +<td height="13">UPDATE</td>
110 +<td align="right">1261</td>
111 +<td>Legal Guardian</td>
112 +<td>Ellie</td>
113 +<td>Peterson</td>
114 +<td align="right">13</td>
115 +</tr>
116 +<tr>
117 +<td height="13">UPDATE</td>
118 +<td align="right">1262</td>
119 +<td>Legal Guardian</td>
120 +<td>Jessica</td>
121 +<td>Gray</td>
122 +<td align="right">14</td>
123 +</tr>
124 +<tr>
125 +<td height="13">UPDATE</td>
126 +<td align="right">1263</td>
127 +<td>StepMother</td>
128 +<td>Sophie</td>
129 +<td>Ramirez</td>
130 +<td align="right">15</td>
131 +</tr>
132 +<tr>
133 +<td height="13">UPDATE</td>
134 +<td align="right">1264</td>
135 +<td>StepMother</td>
136 +<td>Chloe</td>
137 +<td>James</td>
138 +<td align="right">16</td>
139 +</tr>
140 +<tr>
141 +<td height="13">UPDATE</td>
142 +<td align="right">1265</td>
143 +<td>StepMother</td>
144 +<td>Lucy</td>
145 +<td>Reed</td>
146 +<td align="right">17</td>
147 +</tr>
148 +<tr>
149 +<td height="13">UPDATE</td>
150 +<td align="right">1266</td>
151 +<td>StepMother</td>
152 +<td>Olivia</td>
153 +<td>Rogers</td>
154 +<td align="right">18</td>
155 +</tr>
156 +</tbody>
157 +</table>
158 +
Icon Role Permission - Batch File Example-1348454930.html
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.dbonicelli
Size
... ... @@ -1,0 +1,1 @@
1 +797 bytes
Content
... ... @@ -1,0 +1,46 @@
1 +<p>&nbsp;</p>
2 +<table width="200" cellspacing="1" cellpadding="1" class="pbNotSortable">
3 +<tbody>
4 +<tr>
5 +<td>
6 +<table width="300" cellspacing="0" cellpadding="0" border="0" style="border-collapse: collapse;">
7 +
8 +<tbody>
9 +<tr>
10 +<td width="75" height="13">operation</td>
11 +<td width="75">name</td>
12 +<td width="75">code</td>
13 +<td width="75">description</td>
14 +</tr>
15 +<tr>
16 +<td height="13">UPDATE</td>
17 +<td>Caseworker</td>
18 +<td>cw</td>
19 +<td>Caseworker</td>
20 +</tr>
21 +<tr>
22 +<td height="13">UPDATE</td>
23 +<td>Supervisor</td>
24 +<td>su</td>
25 +<td>Caseworker's Supervisor</td>
26 +</tr>
27 +<tr>
28 +<td height="13">UPDATE</td>
29 +<td>Site Manager</td>
30 +<td>sm</td>
31 +<td>OU - Manager</td>
32 +</tr>
33 +<tr>
34 +<td height="13">UPDATE</td>
35 +<td>Data Entry</td>
36 +<td>de</td>
37 +<td>Data Entry Clerk</td>
38 +</tr>
39 +</tbody>
40 +</table>
41 +</td>
42 +</tr>
43 +</tbody>
44 +</table>
45 +<p>&nbsp;</p>
46 +