Changes for page Batch Upload Formats

Last modified by Matthew Deceunynck on 2015/06/05 16:12
From version Icon 4.1 Icon
edited by Davide Bonicelli
on 2015/03/25 09:35
Change comment: There is no comment for this version
To version Icon 36.1 Icon
edited by Davide Bonicelli
on 2015/03/25 10:12
Change comment: Upload new attachment client.csv

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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:
... ... @@ -46,26 +46,23 @@
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  
58 +[[(% class="wikiattachmentlink wikiattachmentlink" %)**Sample file**>>attach:Role - Batch File Example-1348454930.html]]
55 55  
56 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Role - Batch File Example-1348454930.html]]
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}}
57 57  
58 -{{code}}operation,name,code,description
59 59  
60 -UPDATE,BatchUploadSampleRole1,BUSR1,Example role #1
68 +==== (% style="font-size: 19px; line-height: 1.2em; color: rgb(33, 115, 175); font-size: 14px" %)**Role Permission**(%%) ====
61 61  
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 -
69 69  **Description**: assign permissions to Roles.
70 70  
71 71  **Same as**: Roles... admin screen ~-~-> Assigned Permissions tab.
... ... @@ -74,100 +74,69 @@
74 74  
75 75  **Batch File Fields**:
76 76  
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 -[[Sample File>>attach:Role Permission - Batch File Example-1348454930.html]]
82 +[[(% class="wikiattachmentlink" %)**Sample File**>>attach:Role Permission - Batch File Example-1348454930.html]]
83 83  
84 -{{code}}operation,role.code,permission.name
85 -
84 +{{code}}
85 +operation,role.code,permission.name
86 86  UPDATE,BUSR1,CANS_CREATE
87 -
88 88  UPDATE,BUSR1,CANS_EDIT
89 -
90 90  UPDATE,BUSR1,CANS_VIEW
91 -
92 92  UPDATE,BUSR1,CLIENTS_VIEW
93 -
94 94  UPDATE,BUSR1,OU_VIEW
95 -
96 96  UPDATE,BUSR1,REPORTS_VIEW
97 -
98 98  UPDATE,BUSPV,CANS_APPROVE
99 -
100 100  UPDATE,BUSPV,CANS_AUTO_APPROVE
101 -
102 102  UPDATE,BUSPV,CANS_CREATE
103 -
104 104  UPDATE,BUSPV,CANS_EDIT
105 -
106 106  UPDATE,BUSPV,CANS_VIEW
107 -
108 108  UPDATE,BUSPV,CLIENTS_CREATE
109 -
110 110  UPDATE,BUSPV,CLIENTS_DELETE
111 -
112 112  UPDATE,BUSPV,CLIENTS_EDIT
113 -
114 114  UPDATE,BUSPV,CLIENTS_OU_VIEW
115 -
116 116  UPDATE,BUSPV,CLIENTS_TAG_VIEW
117 -
118 118  UPDATE,BUSPV,CLIENTS_VIEW
119 -
120 120  UPDATE,BUSPV,REPORTS_VIEW
121 -
122 122  UPDATE,BUSR2,ANSA_CREATE
123 -
124 124  UPDATE,BUSR2,ANSA_EDIT
125 -
126 126  UPDATE,BUSR2,ANSA_VIEW
127 -
128 128  UPDATE,BUSR2,CLIENTS_VIEW
129 -
130 130  UPDATE,BUSR2,OU_VIEW
109 +UPDATE,BUSR2,REPORTS_VIEW
110 +{{/code}}
131 131  
132 -UPDATE,BUSR2,REPORTS_VIEW{{/code}}
133 133  
113 +==== **Client** ====
134 134  
115 +**Description**: define basic client information.
135 135  
136 -**Client** ([[Example>>url:file:///Client+-+Batch+File+Example]])
117 +**Same as**: Clients... admin screen ~-~-> Basic Information tab.
137 137  
138 -Description: define basic client information.
119 +**Notes**: The "active" field is a Boolean.
139 139  
140 -Same as Clients... admin screen ~-~-> Basic Information tab.
121 +**Prerequisite**: None
141 141  
142 -Notes: The "active" field is a Boolean.
123 +**Batch File Fields**:
143 143  
144 -Prerequisite: None
145 145  
146 -Batch File Fields:
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
147 147  
148 -operation
137 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Client - Batch File Example.csv]]
149 149  
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
139 +{{code}}
140 +operation, firstName, lastName, identifier, active, gender, dob, payerID, providerID, memberID
171 171  UPDATE,Test,Client1,TC1,TRUE,MALE,1995/01/12,3PPID01, ProvID1, Mem117
172 172  UPDATE,Test,Client2,TC2,TRUE,FEMALE,1995/06/18,3PPID11, ProvID2, Mem121
173 173  UPDATE,Test,Client3,TC3,TRUE,MALE,1995/07/23,3PPID01, ProvID3, Mem233
... ... @@ -179,384 +179,298 @@
179 179  UPDATE,Test,Client9,TC9,TRUE,MALE,1997/01/31~,~, ProvID3, Mem73
180 180  UPDATE,Test,Client10,TC10,TRUE,FEMALE,1997/08/01,3PPID01~,~, Mem11
181 181  UPDATE,Test,Client11,TC11,TRUE,MALE,1997/12/19~,~, ProvID2, Mem127
182 -UPDATE,Test,Client12,TC12,TRUE,FEMALE,1998/03/27,3PPID03, ProvID1, Mem877{{/code}}
152 +UPDATE,Test,Client12,TC12,TRUE,FEMALE,1998/03/27,3PPID03, ProvID1, Mem877
153 +{{/code}}
183 183  
184 184  
156 +==== **Client Placement** ====
185 185  
186 -**Client Placement** ([[Example>>url:file:///Client+Placement+-+Batch+File+Example]])
158 +**Description**: define client placements at org units.
187 187  
188 -Description: define client placements at org units.
160 +**Same as**: Clients... admin screen ~-~-> Organizational Placements tab.
189 189  
190 -Same as Clients... admin screen ~-~-> Organizational Placements tab.
162 +**Prerequisite**: CLIENT, Organizational Units
191 191  
192 -Prerequisite: CLIENT, Organizational Units
164 +**Batch File Fields**:
193 193  
194 -[[See the OU structure used for this sample>>url:file:///Sample-OU-structure]]
195 195  
196 -Batch File Fields:
167 +* (% style="font-size: 14px;" %)operation
168 +* (% style="font-size: 14px;" %)CLIENT.identifier
169 +* (% style="font-size: 14px;" %)ORGUNIT.code
197 197  
198 -operation
171 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Client Placement - Batch File Example.csv]]
199 199  
200 -CLIENT.identifier
201 -
202 -ORGUNIT.code
203 -
204 -Sample file
205 -
206 -{{code}}operation, client.identifier, orgUnit.code
207 -
173 +{{code}}
174 +operation, client.identifier, orgUnit.code
208 208  UPDATE, 1234, OU-1
209 -
210 210  UPDATE, 1235, OU-1
211 -
212 212  UPDATE, 1251, OU-1
213 -
214 214  UPDATE, 1252, OU-1
215 -
216 216  UPDATE, 1253, OU-1
217 -
218 218  UPDATE, 1254, OU-1
219 -
220 220  UPDATE, 1255, OU-2
221 -
222 222  UPDATE, 1256, OU-2
223 -
224 224  UPDATE, 1257, OU-2
225 -
226 226  UPDATE, 1258, OU-2
227 -
228 228  UPDATE, 1259, OU-2
229 -
230 230  UPDATE, 1260, OU-2
187 +UPDATE, 1261, OU-2
188 +{{/code}}
231 231  
232 -UPDATE, 1261, OU-2{{/code}}
233 -
234 234  
235 235  
236 -**Client Tag** ([[Example>>url:file:///Client+Tag+-+Batch+File+Example]])
192 +==== **Client Tag** ====
237 237  
238 -Description: assign taxonomy tags to client
194 +**Description**: assign taxonomy tags to client
239 239  
240 -Same as Clients... admin screen ~-~-> Tags tab.
196 +**Same as**: Clients... admin screen ~-~-> Tags tab.
241 241  
242 -Prerequisites: CLIENT, TAG
198 +**Prerequisites**: CLIENT, TAG
243 243  
244 -[[See the sample set of Tags used for this example.>>url:file:///Sample-set-of-Tags]]
200 +**Batch File Fields**:
245 245  
246 -Batch File Fields:
247 247  
248 -operation
203 +* (% style="font-size: 14px;" %)operation
204 +* (% style="font-size: 14px;" %)CLIENT.identifier
205 +* (% style="font-size: 14px;" %)TAG.code
249 249  
250 -CLIENT.identifier
207 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Client Tag - Batch File Example.csv]]
251 251  
252 -TAG.code
253 -
254 -Sample file
255 -
256 -{{code}}operation,client.identifier,tag.code
257 -
209 +{{code}}
210 +operation,client.identifier,tag.code
258 258  UPDATE,TC1,TT1
259 -
260 260  UPDATE,TC1,TT1.1
261 -
262 262  UPDATE,TC1,TT1.2
263 -
264 264  UPDATE,TC1,TT2
265 -
266 266  UPDATE,TC1,TT3
267 -
268 268  UPDATE,TC1,TT3.1
269 -
270 270  UPDATE,TC1,TT3.2
271 -
272 272  UPDATE,TC1,TT1
273 -
274 274  UPDATE,TC1,TT1.1
275 -
276 276  UPDATE,TC1,TT1.2
277 -
278 278  UPDATE,TC2,TT2
279 -
280 280  UPDATE,TC3,TT3
281 -
282 282  UPDATE,TC4,TT2
283 -
284 284  UPDATE,TC5,TT3
285 -
286 286  UPDATE,TC6,TT3.1
287 -
288 288  UPDATE,TC7,TT3.2
289 -
290 290  UPDATE,TC8,TT1
291 -
292 292  UPDATE,TC9,TT1.1
293 -
294 294  UPDATE,TC10,TT1.2
295 -
296 296  UPDATE,TC11,TT2
231 +UPDATE,TC12,TT3
232 +{{/code}}
297 297  
298 -UPDATE,TC12,TT3{{/code}}
299 299  
235 +==== **Caregiver** ====
300 300  
301 -**Caregiver** ([[Example>>url:file:///Caregiver+-+Batch+File+Example]])
237 +**Description**: define/assign caregivers for clients.
302 302  
303 -Description: define/assign caregivers for clients.
239 +**Same as**: CANS Assessment ~-~-> Client details ~-~-> caregivers tab.
304 304  
305 -Same as CANS Assessment ~-~-> Client details ~-~-> caregivers tab.
241 +**Prerequisites**: CLIENT
306 306  
307 -Prerequisites: CLIENT
243 +**Batch File Fields**:
308 308  
309 -Batch File Fields:
310 310  
311 -operation
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
312 312  
313 -CLIENT.identifier
252 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Caregiver - Batch File Example.csv]]
314 314  
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 -
254 +{{code}}
255 +operation,client.identifier,relationshipToClient,firstName,lastName
325 325  UPDATE,TC2,Adoptive Father,Adopt,Father
326 -
327 327  UPDATE,TC2,Adoptive Mother,Adopt,Mother
328 -
329 329  UPDATE,TC2,Godparent,Greg,Smith
330 -
331 331  UPDATE,TC2,Godparent,Gina,Smith
332 -
333 333  UPDATE,TC2,Biological Father,Bio,Father
261 +UPDATE,TC2,Biological Mother,Bio,Mother
262 +{{/code}}
334 334  
335 -UPDATE,TC2,Biological Mother,Bio,Mother{{/code}}
336 336  
265 +==== **Staff** ====
337 337  
338 -**Staff** ([[Example>>url:file:///Staff+Member+-+Batch+File+Example]])
267 +**Description**: define staff members/users of the system.
339 339  
340 -Description: define staff members/users of the system.
269 +**Same as**: Staff... admin screen.
341 341  
342 -Same as Staff... admin screen.
271 +**Prerequisites**: valid email address
343 343  
344 -Prerequisites: valid email address
273 +**Notes**: The password is set to the **lastName**.
345 345  
346 -Notes: The password is set to the **lastName**.
275 + The "active" field is a Boolean - TRUE or FALSE
347 347  
348 -The "active" field is a Boolean - TRUE or FALSE
277 +**Batch File Fields**:
349 349  
350 -Batch File Fields:
351 351  
352 -operation
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
353 353  
354 -firstName
287 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Staff Member - Batch File Example.csv]]
355 355  
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 -
289 +{{code}}
290 +operation,firstName,lastName,middleName,login,email,active
368 368  UPDATE,Test,Staff1,teststaff1,test1@test.com,TRUE
369 -
370 370  UPDATE,Test,Staff2,teststaff2,test2@test.com,TRUE
371 -
372 372  UPDATE,Test,Staff3,teststaff3,test3@test.com,TRUE
373 -
374 374  UPDATE,Test,Staff4,teststaff4,test4@test.com,TRUE
375 -
376 376  UPDATE,Test,Staff5,teststaff5,test5@test.com,TRUE
296 +UPDATE,Test,Staff6,teststaff6,test6@test.com,TRUE
297 +{{/code}}
377 377  
378 -UPDATE,Test,Staff6,teststaff6,test6@test.com,TRUE{{/code}}
379 379  
300 +==== **Staff Role** ====
380 380  
381 -**Staff Role** ([[Example>>url:file:///Staff+Member+Role+-+Batch+File+Upload]])
302 +**Description**: assign roles to staff members
382 382  
383 -Description: assign roles to staff members
304 +**Same as**: Staff... admin screen ~-~-> Assigned Roles tab.
384 384  
385 -Same as Staff... admin screen ~-~-> Assigned Roles tab.
306 +**Prerequisites**: STAFF, ROLE
386 386  
387 -Prerequisites: STAFF, ROLE
308 +**Notes**: The "active" field is a Boolean.
388 388  
389 -Notes: The "active" field is a Boolean.
310 +**Batch File Fields**:
390 390  
391 -Batch File Fields:
392 392  
393 -operation
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
394 394  
395 -STAFF.login
318 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Staff Member Role - Batch File Upload.csv]]
396 396  
397 -ROLE.code
398 -
399 -active
400 -
401 -Sample file
402 -
403 -{{code}}operation,user.login,role.code,active
404 -
320 +{{code}}
321 +operation,user.login,role.code,active
405 405  UPDATE,teststaff1,BUSR1,TRUE
406 -
407 407  UPDATE,teststaff2,BUSR1,TRUE
408 -
409 409  UPDATE,teststaff3,BUSR1,TRUE
410 -
411 411  UPDATE,teststaff4,BUSR1,TRUE
412 -
413 413  UPDATE,teststaff5,BUSR1,TRUE
327 +UPDATE,teststaff6,BUSPV,TRUE
328 +{{/code}}
414 414  
415 -UPDATE,teststaff6,BUSPV,TRUE{{/code}}
416 416  
331 +==== **Staff Placement** ====
417 417  
418 -**Staff Placement** ([[Example>>url:file:///Staff+Member+Placement+-+Batch+File+Upload]])
333 +**Description**: define staff member placements at org units.
419 419  
420 -Description: define staff member placements at org units.
335 +**Same as**: Staff... admin screen ~-~-> Placement tab
421 421  
422 -Same as Staff... admin screen ~-~-> Placement tab
337 +**Prerequisites**: STAFF, ORGUNIT
423 423  
424 -Prerequisites: STAFF, ORGUNIT
339 +**Batch File Fields**:
425 425  
426 -[[See the OU structure used for this sample>>url:file:///Sample-OU-structure]]
427 427  
428 -Batch File Fields:
342 +* (% style="font-size: 14px;" %)operation
343 +* (% style="font-size: 14px;" %)STAFF.login
344 +* (% style="font-size: 14px;" %)ORGUNIT.code
429 429  
430 -operation
346 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Staff Member Placement - Batch File Upload.csv]]
431 431  
432 -STAFF.login
433 -
434 -ORGUNIT.code
435 -
436 -Sample file
437 -
438 -{{code}}operation,user.login,orgUnit.code
439 -
348 +{{code}}
349 +operation,user.login,orgUnit.code
440 440  UPDATE,teststaff1,SC.B1
441 -
442 442  UPDATE,teststaff2,SC.B2
443 -
444 444  UPDATE,teststaff3,SC.B1
445 -
446 446  UPDATE,teststaff4,SC.B2
447 -
448 448  UPDATE,teststaff5,R1W
355 +UPDATE,teststaff6,R1E
356 +{{/code}}
449 449  
450 -UPDATE,teststaff6,R1E{{/code}}
451 451  
359 +==== **Staff Responsibility** ====
452 452  
453 -**Staff Responsibility** ([[Example>>url:file:///Staff+Member+Responsibility+-+Batch+Upload+Example]])
361 +**Description**: assign staff member responsibility for other staff members.
454 454  
455 -Description: assign staff member responsibility for other staff members.
363 +**Same as**: Responsibilities... ~-~-> Staff tab
456 456  
457 -Same as Responsibilities... ~-~-> Staff tab
365 +**Prerequisites**: STAFF, ROLE
458 458  
459 -Prerequisites: STAFF, ROLE
367 +**Batch File Fields**:
460 460  
461 -Batch File Fields:
462 462  
463 -operation
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
464 464  
465 -parentUserRole.STAFF.login
376 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Staff Member Responsibility - Batch Upload Example.csv]]
466 466  
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 -
378 +{{code}}
379 +operation,parentUserRole.user.login,parentUserRole.role.code,childUserRole.user.login,childUserRole.role.code
477 477  UPDATE,teststaff6,BUSPV,teststaff1,BUSR1
478 -
479 479  UPDATE,teststaff6,BUSPV,teststaff2,BUSR1
480 -
481 481  UPDATE,teststaff6,BUSPV,teststaff3,BUSR1
482 -
483 483  UPDATE,teststaff6,BUSPV,teststaff4,BUSR1
384 +UPDATE,teststaff6,BUSPV,teststaff5,BUSR1
385 +{{/code}}
484 484  
485 -UPDATE,teststaff6,BUSPV,teststaff5,BUSR1{{/code}}
486 486  
388 +==== **Organizational Unit Responsibility** ====
487 487  
488 -**Organizational Unit Responsibility** ([[Example>>url:file:///Organizational+Unit+Responsibility+-+Batch+File+Example]])
390 +**Description**: assign staff member direct responsibility for org units.
489 489  
490 -Description: assign staff member direct responsibility for org units.
392 +**Same as**: Responsibilities... ~-~-> OU tab
491 491  
492 -Same as Responsibilities... ~-~-> OU tab
394 +**Prerequisites**: STAFF, ROLE, ORGUNIT
493 493  
494 -Prerequisites: STAFF, ROLE, ORGUNIT
396 +**Batch File Fields**:
495 495  
496 -Batch File Fields:
497 497  
498 -operation
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
499 499  
500 -userRole.STAFF.login
404 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Organizational Unit Responsibility - Batch File Example.csv]]
501 501  
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 -
406 +{{code}}
407 +operation,userRole.user.login,userRole.role.code,orgUnit.code
510 510  UPDATE,teststaff6,BUSPV,SC
511 -
512 512  UPDATE,teststaff6,BUSPV,NC
513 -
514 514  UPDATE,teststaff6,BUSPV,R1
411 +UPDATE,teststaff6,BUSPV,R2
412 +{{/code}}
515 515  
516 -UPDATE,teststaff6,BUSPV,R2{{/code}}
414 +==== **Staff - Client Assignment** ====
517 517  
518 -**Staff - Client Assignment** ([[Example>>url:file:///Client+Responsibility+-+Batch+File+Example]])
416 +**Description**: assign staff member direct responsibility for clients.
519 519  
520 -Description: assign staff member direct responsibility for clients.
418 +**Same as**: Responsibilities... ~-~-> Clients tab.
521 521  
522 -Same as Responsibilities... ~-~-> Clients tab.
420 +**Prerequisites**: STAFF, ROLE, CLIENT
523 523  
524 -Prerequisites: STAFF, ROLE, CLIENT
422 +**Batch File Fields**:
525 525  
526 -Batch File Fields:
527 527  
528 -operation
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
529 529  
530 -userRole.STAFF.login
430 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Client Responsibility - Batch File Example.csv]]
531 531  
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 -
432 +{{code}}
433 +operation,userRole.user.login,userRole.role.code,client.identifier
540 540  UPDATE,teststaff1,BUSR1,TC1
541 -
542 542  UPDATE,teststaff1,BUSR1,TC2
543 -
544 544  UPDATE,teststaff1,BUSR1,TC3
545 -
546 546  UPDATE,teststaff1,BUSR1,TC4
547 -
548 548  UPDATE,teststaff1,BUSR1,TC5
549 -
550 550  UPDATE,teststaff1,BUSR1,TC6
551 -
552 552  UPDATE,teststaff1,BUSR1,TC7
553 -
554 554  UPDATE,teststaff1,BUSR1,TC8
555 -
556 556  UPDATE,teststaff1,BUSR1,TC9
557 -
558 558  UPDATE,teststaff1,BUSR1,TC10
559 -
560 560  UPDATE,teststaff1,BUSR1,TC11
561 -
562 -UPDATE,teststaff1,BUSR1,TC12{{/code}}
445 +UPDATE,teststaff1,BUSR1,TC12
446 +{{/code}}
Icon Role - Batch File Example-1348454930.html
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.dbonicelli
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... ... @@ -1,1 +1,0 @@
1 -2.9 KB
Content
... ... @@ -1,158 +1,0 @@
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
... ... @@ -1,1 +1,0 @@
1 -XWiki.dbonicelli
Size
... ... @@ -1,1 +1,0 @@
1 -797 bytes
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... ... @@ -1,46 +1,0 @@
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 -
Icon client.csv
Author
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1 +XWiki.dbonicelli
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... ... @@ -1,0 +1,1 @@
1 +3.6 KB
Content
... ... @@ -1,0 +1,43 @@
1 +"operation","firstName","lastName","identifier","active","gender","dob","payerID","providerID","memberID"
2 +"UPDATE","Michael","Shea","1234","TRUE","MALE","1990/03/21","PID123","PRID987","MBR456"
3 +"UPDATE","Jessica","Rouse","1235","TRUE","FEMALE","1993/06/19","PID234","","","MBR445"
4 +"UPDATE","Matthew","Hartley","1236","TRUE","MALE","1995/11/22","PID345","PRID876","MBR354"
5 +"UPDATE","Christopher","Mayfield","1237","TRUE","MALE","1992/09/26","PID123","PRID987","MBR221"
6 +"UPDATE","Jacob","Elder","1238","TRUE","MALE","1990/12/31","PID234","","","MBR184"
7 +"UPDATE","Joshua","Rankin","1239","TRUE","MALE","1994/03/19","PID345","PRID876","MBR275"
8 +"UPDATE","Nicholas","Hanna","1240","TRUE","MALE","1997/01/16","PID123","PRID765","MBR366"
9 +"UPDATE","Tyler","Cowan","1241","TRUE","MALE","1990/03/22","","","PRID987","MBR457"
10 +"UPDATE","Brandon","Lucero","1242","TRUE","MALE","1994/02/02","PID123","PRID876","MBR546"
11 +"UPDATE","Daniel","Arroyo","1243","FALSE","MALE","1996/01/02","PID234","","","MBR635"
12 +"UPDATE","Austin","Haas","1244","FALSE","MALE","1993/03/31","","","PRID987","MBR724"
13 +"UPDATE","Andrew","Oconnell","1245","FALSE","MALE","1991/03/17","PID456","PRID876","MBR813"
14 +"UPDATE","Joseph","Minor","1246","FALSE","MALE","1994/05/25","","","PRID876","MBR922"
15 +"UPDATE","John","Kendrick","1247","TRUE","MALE","1998/04/15","PID123","PRID765","MBR831"
16 +"UPDATE","Zachary","Shirley","1248","TRUE","MALE","1990/10/15","PID234","","","MBR742"
17 +"UPDATE","Ryan","Kendall","1249","TRUE","MALE","1994/02/10","PID345","PRID987","MBR653"
18 +"UPDATE","David","Boucher","1250","TRUE","MALE","1996/05/28","","","PRID987","MBR564"
19 +"UPDATE","James","Archer","1251","TRUE","MALE","2000/04/17","PID123","PRID876","MBR475"
20 +"UPDATE","Justin","Boggs","1252","TRUE","MALE","1991/07/18","","","","","MBR384"
21 +"UPDATE","Anthony","Odell","1253","TRUE","MALE","1994/06/16","PID234","PRID987","MBR293"
22 +"UPDATE","William","Dougherty","1254","TRUE","MALE","1998/08/14","","","PRID876","MBR102"
23 +"UPDATE","Ashley","Anderson","1255","TRUE","FEMALE","1990/11/02","PID123","PRID987","MBR291"
24 +"UPDATE","Emily","Newell","1256","TRUE","FEMALE","1994/02/12","PID234","PRID987","MBR382"
25 +"UPDATE","Samantha","Crowne","1257","TRUE","FEMALE","1996/12/08","","","","","MBR473"
26 +"UPDATE","Sarah","Wang","1258","TRUE","FEMALE","2000/05/01","PID234","PRID876","MBR564"
27 +"UPDATE","Taylor","Friedman","1259","TRUE","FEMALE","1991/09/15","PID345","","","MBR655"
28 +"UPDATE","Hannah","Bland","1260","TRUE","FEMALE","1994/08/30","","","PRID987","MBR746"
29 +"UPDATE","Brittany","Swain","1261","TRUE","FEMALE","1998/08/19","PID456","PRID987","MBR837"
30 +"UPDATE","Amanda","Holley","1262","TRUE","FEMALE","1992/02/22","","","","","MBR928"
31 +"UPDATE","Elizabeth","Felix","1263","TRUE","FEMALE","1994/12/16","PID123","PRID987","MBR819"
32 +"UPDATE","Kayla","Pearce","1264","TRUE","FEMALE","1999/02/02","PID234","PRID876","MBR720"
33 +"UPDATE","Rachel","Childs","1265","TRUE","FEMALE","1992/03/08","PID234","","","MBR639"
34 +"UPDATE","Megan","Yarbourgh","1266","TRUE","FEMALE","2001/02/08","PID345","","","MBR548"
35 +"UPDATE","Alexis","Galvan","1267","TRUE","FEMALE","1999/04/17","","","PRID876","MBR457"
36 +"UPDATE","Lauren","Lozano","1268","TRUE","FEMALE","1992/06/14","PID123","PRID987","MBR365"
37 +"UPDATE","Stephanie","Mora","1269","TRUE","FEMALE","2001/04/05","PID123","PRID987","MBR275"
38 +"UPDATE","Courtney","Rangel","1270","TRUE","FEMALE","1999/09/28","","","","","MBR184"
39 +"UPDATE","Jennifer","Bacon","1271","TRUE","FEMALE","1992/08/11","","","PRID876","MBR295"
40 +"UPDATE","Nicole","Villanueva","1272","TRUE","FEMALE","2001/12/01","PID123","","","MBR306"
41 +"UPDATE","Victoria","Boyce","1273","TRUE","FEMALE","1999/12/13","PID123","PRID987","MBR497"
42 +""
43 +
Icon role.csv
Author
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1 +XWiki.dbonicelli
Size
... ... @@ -1,0 +1,1 @@
1 +237 bytes
Content
... ... @@ -1,0 +1,6 @@
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_permission.csv
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.dbonicelli
Size
... ... @@ -1,0 +1,1 @@
1 +839 bytes
Content
... ... @@ -1,0 +1,30 @@
1 +"operation","role.code","permission.name"
2 +"UPDATE","cw","CANS_CREATE"
3 +"UPDATE","cw","CANS_EDIT"
4 +"UPDATE","cw","CANS_VIEW"
5 +"UPDATE","cw","CLIENTS_VIEW"
6 +"UPDATE","su","CANS_CREATE"
7 +"UPDATE","su","CANS_EDIT"
8 +"UPDATE","su","CANS_VIEW"
9 +"UPDATE","su","CLIENTS_VIEW"
10 +"UPDATE","su","CLIENTS_CREATE"
11 +"UPDATE","su","CLIENTS_EDIT"
12 +"UPDATE","su","CLIENTS_DELETE"
13 +"UPDATE","su","CLIENTS_TAG_VIEW"
14 +"UPDATE","su","REPORTS_VIEW"
15 +"UPDATE","sm","CANS_CREATE"
16 +"UPDATE","sm","CANS_EDIT"
17 +"UPDATE","sm","CANS_VIEW"
18 +"UPDATE","sm","CLIENTS_VIEW"
19 +"UPDATE","sm","CLIENTS_CREATE"
20 +"UPDATE","sm","CLIENTS_EDIT"
21 +"UPDATE","sm","CLIENTS_DELETE"
22 +"UPDATE","sm","CLIENTS_TAG_VIEW"
23 +"UPDATE","sm","REPORTS_VIEW"
24 +"UPDATE","sm","STAFF_EDIT"
25 +"UPDATE","sm","STAFF_OU_EDIT"
26 +"UPDATE","sm","STAFF_VIEW"
27 +"UPDATE","de","CANS_CREATE"
28 +"UPDATE","de","CANS_EDIT"
29 +"UPDATE","de","CANS_VIEW"
30 +