Changes for page Batch Upload Formats
Last modified by Matthew Deceunynck on 2015/06/05 16:12
From version
48.2


edited by Matthew Deceunynck
on 2015/06/05 16:04
on 2015/06/05 16:04
Change comment:
There is no comment for this version
To version
4.1


edited by Davide Bonicelli
on 2015/03/25 09:35
on 2015/03/25 09:35
Change comment:
There is no comment for this version
Summary
-
- caregiver.csv
- client.csv
- client_placement.csv
- client_responsibility.csv
- client_tag.csv
- organizational_unit_responsibility.csv
- role.csv
- role_permission.csv
- staff_member.csv
- staff_member_placement.csv
- staff_member_responsibility.csv
- staff_member_role.csv
- Role - Batch File Example-1348454930.html
- Role Permission - Batch File Example-1348454930.html
Details
- Page properties
-
- Author
-
... ... @@ -1,1 +1,1 @@ 1 -XWiki. mdeceunynck1 +XWiki.dbonicelli - Content
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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 wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" %)**Sample file**>>attach:role.csv]] 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(33,115,75); font-size: 14px" %)**RolePermission**(%%)====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 -* (% style="font-size: 14px;" %) role.code79 +* (% 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 wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" %)**Sample File**>>attach:role_permission.csv]]82 +[[Sample File>>attach:Role Permission - Batch File Example-1348454930.html]] 83 83 84 -{{code}} 85 - operation,role.code,permission.name84 +{{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"fieldisa Boolean.138 +Description: define basic client information. 120 120 121 - **Prerequisite**:None140 +Same as Clients... admin screen ~-~-> Basic Information tab. 122 122 123 - **BatchFileFields**: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 wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" %)**Samplefile**>>attach:client.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 ... ... @@ -149,301 +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**:defineclientplacementsatorg units.186 +**Client Placement** ([[Example>>url:file:///Client+Placement+-+Batch+File+Example]]) 159 159 160 - **Sameas**: Clients...adminscreen~-~-> OrganizationalPlacementstab.188 +Description: define client placements at org units. 161 161 162 - **Prerequisite**:CLIENT,OrganizationalUnits190 +Same as Clients... admin screen ~-~-> Organizational Placements tab. 163 163 164 - **BatchFileFields**: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 170 -* (% style="font-size: 14px;" %)startDate 171 -* (% style="font-size: 14px;" %)endDate 172 -* (% style="font-size: 14px;" %)externalId 196 +Batch File Fields: 173 173 174 - [[(% class="wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" %)**Samplefile**>>attach:client_placement.csv]]198 +operation 175 175 176 -{{code}} 177 -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 + 178 178 UPDATE, 1234, OU-1 209 + 179 179 UPDATE, 1235, OU-1 211 + 180 180 UPDATE, 1251, OU-1 213 + 181 181 UPDATE, 1252, OU-1 215 + 182 182 UPDATE, 1253, OU-1 217 + 183 183 UPDATE, 1254, OU-1 219 + 184 184 UPDATE, 1255, OU-2 221 + 185 185 UPDATE, 1256, OU-2 223 + 186 186 UPDATE, 1257, OU-2 225 + 187 187 UPDATE, 1258, OU-2 227 + 188 188 UPDATE, 1259, OU-2 229 + 189 189 UPDATE, 1260, OU-2 190 -UPDATE, 1261, OU-2 191 -{{/code}} 192 192 232 +UPDATE, 1261, OU-2{{/code}} 233 + 193 193 194 194 195 - ====**Client Tag**====236 +**Client Tag** ([[Example>>url:file:///Client+Tag+-+Batch+File+Example]]) 196 196 197 - **Description**: assign taxonomy tags to client238 +Description: assign taxonomy tags to client 198 198 199 - **Same as**:Clients... admin screen ~-~-> Tags tab.240 +Same as Clients... admin screen ~-~-> Tags tab. 200 200 201 - **Prerequisites**: CLIENT, TAG242 +Prerequisites: CLIENT, TAG 202 202 203 - **BatchFileFields**:244 +[[See the sample set of Tags used for this example.>>url:file:///Sample-set-of-Tags]] 204 204 246 +Batch File Fields: 205 205 206 -* (% style="font-size: 14px;" %)operation 207 -* (% style="font-size: 14px;" %)CLIENT.identifier 208 -* (% style="font-size: 14px;" %)TAG.code 248 +operation 209 209 210 - [[(% class="wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" %)**Samplefile**>>attach:client_tag.csv]]250 +CLIENT.identifier 211 211 212 -{{code}} 213 -operation,client.identifier,tag.code 252 +TAG.code 253 + 254 +Sample file 255 + 256 +{{code}}operation,client.identifier,tag.code 257 + 214 214 UPDATE,TC1,TT1 259 + 215 215 UPDATE,TC1,TT1.1 261 + 216 216 UPDATE,TC1,TT1.2 263 + 217 217 UPDATE,TC1,TT2 265 + 218 218 UPDATE,TC1,TT3 267 + 219 219 UPDATE,TC1,TT3.1 269 + 220 220 UPDATE,TC1,TT3.2 271 + 221 221 UPDATE,TC1,TT1 273 + 222 222 UPDATE,TC1,TT1.1 275 + 223 223 UPDATE,TC1,TT1.2 277 + 224 224 UPDATE,TC2,TT2 279 + 225 225 UPDATE,TC3,TT3 281 + 226 226 UPDATE,TC4,TT2 283 + 227 227 UPDATE,TC5,TT3 285 + 228 228 UPDATE,TC6,TT3.1 287 + 229 229 UPDATE,TC7,TT3.2 289 + 230 230 UPDATE,TC8,TT1 291 + 231 231 UPDATE,TC9,TT1.1 293 + 232 232 UPDATE,TC10,TT1.2 295 + 233 233 UPDATE,TC11,TT2 234 -UPDATE,TC12,TT3 235 -{{/code}} 236 236 298 +UPDATE,TC12,TT3{{/code}} 237 237 238 -==== **Caregiver** ==== 239 239 240 -** Description**:define/assign caregivers forclients.301 +**Caregiver** ([[Example>>url:file:///Caregiver+-+Batch+File+Example]]) 241 241 242 - **Sameas**: CANS Assessment~-~-> Clientdetails~-~->caregivers tab.303 +Description: define/assign caregivers for clients. 243 243 244 - **Prerequisites**:CLIENT305 +Same as CANS Assessment ~-~-> Client details ~-~-> caregivers tab. 245 245 246 - **Batch FileFields**:307 +Prerequisites: CLIENT 247 247 309 +Batch File Fields: 248 248 249 -* (% 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 311 +operation 254 254 255 - [[(% class="wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" %)**Samplefile**>>attach:caregiver.csv]]313 +CLIENT.identifier 256 256 257 -{{code}} 258 -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 + 259 259 UPDATE,TC2,Adoptive Father,Adopt,Father 326 + 260 260 UPDATE,TC2,Adoptive Mother,Adopt,Mother 328 + 261 261 UPDATE,TC2,Godparent,Greg,Smith 330 + 262 262 UPDATE,TC2,Godparent,Gina,Smith 332 + 263 263 UPDATE,TC2,Biological Father,Bio,Father 264 -UPDATE,TC2,Biological Mother,Bio,Mother 265 -{{/code}} 266 266 335 +UPDATE,TC2,Biological Mother,Bio,Mother{{/code}} 267 267 268 -==== **Staff** ==== 269 269 270 -** Description**:definestaffmembers/users ofthesystem.338 +**Staff** ([[Example>>url:file:///Staff+Member+-+Batch+File+Example]]) 271 271 272 - **Sameas**:Staff...adminscreen.340 +Description: define staff members/users of the system. 273 273 274 - **Prerequisites**:validemailaddress342 +Same as Staff... admin screen. 275 275 276 - **Notes**:The passwordis set to the **lastName**.344 +Prerequisites: valid email address 277 277 278 - "active" field isa Boolean- TRUEorFALSE346 +Notes: The password is set to the **lastName**. 279 279 280 - **BatchFileFields**:348 +The "active" field is a Boolean - TRUE or FALSE 281 281 350 +Batch File Fields: 282 282 283 -* (% 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 352 +operation 289 289 290 - [[(% class="wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" %)**Samplefile**>>attach:staff_member.csv]]354 +firstName 291 291 292 -{{code}} 293 -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 + 294 294 UPDATE,Test,Staff1,teststaff1,test1@test.com,TRUE 369 + 295 295 UPDATE,Test,Staff2,teststaff2,test2@test.com,TRUE 371 + 296 296 UPDATE,Test,Staff3,teststaff3,test3@test.com,TRUE 373 + 297 297 UPDATE,Test,Staff4,teststaff4,test4@test.com,TRUE 375 + 298 298 UPDATE,Test,Staff5,teststaff5,test5@test.com,TRUE 299 -UPDATE,Test,Staff6,teststaff6,test6@test.com,TRUE 300 -{{/code}} 301 301 378 +UPDATE,Test,Staff6,teststaff6,test6@test.com,TRUE{{/code}} 302 302 303 -==== **Staff Role** ==== 304 304 305 -** Description**:assignrolesto staffmembers381 +**Staff Role** ([[Example>>url:file:///Staff+Member+Role+-+Batch+File+Upload]]) 306 306 307 - **Sameas**: Staff... admin screen ~-~-> AssignedRoles tab.383 +Description: assign roles to staff members 308 308 309 - **Prerequisites**:STAFF,ROLE385 +Same as Staff... admin screen ~-~-> Assigned Roles tab. 310 310 311 - **Notes**: The"active" field isaBoolean.387 +Prerequisites: STAFF, ROLE 312 312 313 - **BatchFileFields**:389 +Notes: The "active" field is a Boolean. 314 314 391 +Batch File Fields: 315 315 316 -* (% 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 393 +operation 320 320 321 - [[(% class="wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" %)**Sample file**>>attach:staff_member_role.csv]]395 +STAFF.login 322 322 323 -{{code}} 324 -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 + 325 325 UPDATE,teststaff1,BUSR1,TRUE 406 + 326 326 UPDATE,teststaff2,BUSR1,TRUE 408 + 327 327 UPDATE,teststaff3,BUSR1,TRUE 410 + 328 328 UPDATE,teststaff4,BUSR1,TRUE 412 + 329 329 UPDATE,teststaff5,BUSR1,TRUE 330 -UPDATE,teststaff6,BUSPV,TRUE 331 -{{/code}} 332 332 415 +UPDATE,teststaff6,BUSPV,TRUE{{/code}} 333 333 334 -==== **Staff Placement** ==== 335 335 336 -** Description**:definestaffmemberplacementsatorg units.418 +**Staff Placement** ([[Example>>url:file:///Staff+Member+Placement+-+Batch+File+Upload]]) 337 337 338 - **Sameas**:Staff...admin screen~-~-> Placementtab420 +Description: define staff member placements at org units. 339 339 340 - **Prerequisites**:STAFF,ORGUNIT422 +Same as Staff... admin screen ~-~-> Placement tab 341 341 342 - **Batch FileFields**:424 +Prerequisites: STAFF, ORGUNIT 343 343 426 +[[See the OU structure used for this sample>>url:file:///Sample-OU-structure]] 344 344 345 -* (% style="font-size: 14px;" %)operation 346 -* (% style="font-size: 14px;" %)STAFF.login 347 -* (% style="font-size: 14px;" %)ORGUNIT.code 428 +Batch File Fields: 348 348 349 - [[(% class="wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" %)**Samplefile**>>attach:staff_member_placement.csv]]430 +operation 350 350 351 -{{code}} 352 -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 + 353 353 UPDATE,teststaff1,SC.B1 441 + 354 354 UPDATE,teststaff2,SC.B2 443 + 355 355 UPDATE,teststaff3,SC.B1 445 + 356 356 UPDATE,teststaff4,SC.B2 447 + 357 357 UPDATE,teststaff5,R1W 358 -UPDATE,teststaff6,R1E 359 -{{/code}} 360 360 450 +UPDATE,teststaff6,R1E{{/code}} 361 361 362 -==== **Staff Responsibility** ==== 363 363 364 -** Description**:assign staffmemberresponsibilityfor other staffmembers.453 +**Staff Responsibility** ([[Example>>url:file:///Staff+Member+Responsibility+-+Batch+Upload+Example]]) 365 365 366 - **Same as**:Responsibilities...~-~->Stafftab455 +Description: assign staff member responsibility for other staff members. 367 367 368 - **Prerequisites**:STAFF,ROLE457 +Same as Responsibilities... ~-~-> Staff tab 369 369 370 - **Batch FileFields**:459 +Prerequisites: STAFF, ROLE 371 371 461 +Batch File Fields: 372 372 373 -* (% 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 463 +operation 378 378 379 - [[(% class="wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" %)**Sample file**>>attach:staff_member_responsibility.csv]]465 +parentUserRole.STAFF.login 380 380 381 -{{code}} 382 -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 + 383 383 UPDATE,teststaff6,BUSPV,teststaff1,BUSR1 478 + 384 384 UPDATE,teststaff6,BUSPV,teststaff2,BUSR1 480 + 385 385 UPDATE,teststaff6,BUSPV,teststaff3,BUSR1 482 + 386 386 UPDATE,teststaff6,BUSPV,teststaff4,BUSR1 387 -UPDATE,teststaff6,BUSPV,teststaff5,BUSR1 388 -{{/code}} 389 389 485 +UPDATE,teststaff6,BUSPV,teststaff5,BUSR1{{/code}} 390 390 391 -==== **Organizational Unit Responsibility** ==== 392 392 393 -** Description**:assignstaff member directresponsibility fororgunits.488 +**Organizational Unit Responsibility** ([[Example>>url:file:///Organizational+Unit+Responsibility+-+Batch+File+Example]]) 394 394 395 - **Same as**:Responsibilities...~-~->OUtab490 +Description: assign staff member direct responsibility for org units. 396 396 397 - **Prerequisites**:STAFF,ROLE, ORGUNIT492 +Same as Responsibilities... ~-~-> OU tab 398 398 399 - **Batch FileFields**:494 +Prerequisites: STAFF, ROLE, ORGUNIT 400 400 496 +Batch File Fields: 401 401 402 -* (% 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 498 +operation 406 406 407 - [[(% class="wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" %)**Sample file**>>attach:organizational_unit_responsibility.csv]]500 +userRole.STAFF.login 408 408 409 -{{code}} 410 -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 + 411 411 UPDATE,teststaff6,BUSPV,SC 511 + 412 412 UPDATE,teststaff6,BUSPV,NC 513 + 413 413 UPDATE,teststaff6,BUSPV,R1 414 -UPDATE,teststaff6,BUSPV,R2 415 -{{/code}} 416 416 417 - ==== **Staff - ClientAssignment** ====516 +UPDATE,teststaff6,BUSPV,R2{{/code}} 418 418 419 -** Description**:assignstaffmemberdirectresponsibilityforclients.518 +**Staff - Client Assignment** ([[Example>>url:file:///Client+Responsibility+-+Batch+File+Example]]) 420 420 421 - **Same as**:Responsibilities...~-~->Clientstab.520 +Description: assign staff member direct responsibility for clients. 422 422 423 - **Prerequisites**:STAFF,ROLE,CLIENT522 +Same as Responsibilities... ~-~-> Clients tab. 424 424 425 - **Batch FileFields**:524 +Prerequisites: STAFF, ROLE, CLIENT 426 426 526 +Batch File Fields: 427 427 428 -* (% 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 528 +operation 432 432 433 - [[(% class="wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" %)**Sample file**>>attach:client_responsibility.csv]]530 +userRole.STAFF.login 434 434 435 -{{code}} 436 -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 + 437 437 UPDATE,teststaff1,BUSR1,TC1 541 + 438 438 UPDATE,teststaff1,BUSR1,TC2 543 + 439 439 UPDATE,teststaff1,BUSR1,TC3 545 + 440 440 UPDATE,teststaff1,BUSR1,TC4 547 + 441 441 UPDATE,teststaff1,BUSR1,TC5 549 + 442 442 UPDATE,teststaff1,BUSR1,TC6 551 + 443 443 UPDATE,teststaff1,BUSR1,TC7 553 + 444 444 UPDATE,teststaff1,BUSR1,TC8 555 + 445 445 UPDATE,teststaff1,BUSR1,TC9 557 + 446 446 UPDATE,teststaff1,BUSR1,TC10 559 + 447 447 UPDATE,teststaff1,BUSR1,TC11 448 - UPDATE,teststaff1,BUSR1,TC12449 -{{/code}} 561 + 562 +UPDATE,teststaff1,BUSR1,TC12{{/code}}
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- Role - Batch File Example-1348454930.html
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... ... @@ -1,0 +1,46 @@ 1 +<p> </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> </p> 46 +