Changes for page Batch Upload Formats

Last modified by Matthew Deceunynck on 2015/06/05 16:12

From 4.1 to 3.1 From 6.1 to 5.1

From version

5.1

edited by Davide Bonicelli
on 2015/03/25 09:37

Change comment: There is no comment for this version

To version

4.1

edited by Davide Bonicelli
on 2015/03/25 09:35

Change comment: There is no comment for this version

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@@ -52,17 +52,16 @@
  * (% style="font-size: 14px;" %)code
  * (% style="font-size: 14px;" %)description
++
  [[(% class="wikiattachmentlink" %)**Sample file**>>attach:Role - Batch File Example-1348454930.html]]
--{{code}}
--operation,name,code,description
++{{code}}operation,name,code,description
  UPDATE,BatchUploadSampleRole1,BUSR1,Example role #1
  UPDATE,BatchUploadSampleRole2,BUSR2,Example role #2
--UPDATE,BatchUploadSampleSupervisor,BUSPV,Example role #3
--{{/code}}
++UPDATE,BatchUploadSampleSupervisor,BUSPV,Example role #3{{/code}}
  ==== (% style="font-size: 14px;" %)**Role Permission**(%%) ====
@@ -82,36 +82,58 @@
  [[Sample File>>attach:Role Permission - Batch File Example-1348454930.html]]
--{{code}}
--operation,role.code,permission.name
++{{code}}operation,role.code,permission.name
++
  UPDATE,BUSR1,CANS_CREATE
++
  UPDATE,BUSR1,CANS_EDIT
++
  UPDATE,BUSR1,CANS_VIEW
++
  UPDATE,BUSR1,CLIENTS_VIEW
++
  UPDATE,BUSR1,OU_VIEW
++
  UPDATE,BUSR1,REPORTS_VIEW
++
  UPDATE,BUSPV,CANS_APPROVE
++
  UPDATE,BUSPV,CANS_AUTO_APPROVE
++
  UPDATE,BUSPV,CANS_CREATE
++
  UPDATE,BUSPV,CANS_EDIT
++
  UPDATE,BUSPV,CANS_VIEW
++
  UPDATE,BUSPV,CLIENTS_CREATE
++
  UPDATE,BUSPV,CLIENTS_DELETE
++
  UPDATE,BUSPV,CLIENTS_EDIT
++
  UPDATE,BUSPV,CLIENTS_OU_VIEW
++
  UPDATE,BUSPV,CLIENTS_TAG_VIEW
++
  UPDATE,BUSPV,CLIENTS_VIEW
++
  UPDATE,BUSPV,REPORTS_VIEW
++
  UPDATE,BUSR2,ANSA_CREATE
++
  UPDATE,BUSR2,ANSA_EDIT
++
  UPDATE,BUSR2,ANSA_VIEW
++
  UPDATE,BUSR2,CLIENTS_VIEW
++
  UPDATE,BUSR2,OU_VIEW
--UPDATE,BUSR2,REPORTS_VIEW
--{{/code}}
++UPDATE,BUSR2,REPORTS_VIEW{{/code}}
++
  **Client** ([[Example>>url:file:///Client+-+Batch+File+Example]])
  Description: define basic client information.
@@ -146,8 +146,7 @@
  Sample file
--{{code}}
--operation, firstName, lastName, identifier, active, gender, dob, payerID, providerID, memberID
++{{code}}operation, firstName, lastName, identifier, active, gender, dob, payerID, providerID, memberID
  UPDATE,Test,Client1,TC1,TRUE,MALE,1995/01/12,3PPID01, ProvID1, Mem117
  UPDATE,Test,Client2,TC2,TRUE,FEMALE,1995/06/18,3PPID11, ProvID2, Mem121
  UPDATE,Test,Client3,TC3,TRUE,MALE,1995/07/23,3PPID01, ProvID3, Mem233
@@ -159,8 +159,7 @@
  UPDATE,Test,Client9,TC9,TRUE,MALE,1997/01/31~,~, ProvID3, Mem73
  UPDATE,Test,Client10,TC10,TRUE,FEMALE,1997/08/01,3PPID01~,~, Mem11
  UPDATE,Test,Client11,TC11,TRUE,MALE,1997/12/19~,~, ProvID2, Mem127
--UPDATE,Test,Client12,TC12,TRUE,FEMALE,1998/03/27,3PPID03, ProvID1, Mem877
--{{/code}}
++UPDATE,Test,Client12,TC12,TRUE,FEMALE,1998/03/27,3PPID03, ProvID1, Mem877{{/code}}
@@ -184,23 +184,34 @@
  Sample file
--{{code}}
--operation, client.identifier, orgUnit.code
++{{code}}operation, client.identifier, orgUnit.code
++
  UPDATE, 1234, OU-1
++
  UPDATE, 1235, OU-1
++
  UPDATE, 1251, OU-1
++
  UPDATE, 1252, OU-1
++
  UPDATE, 1253, OU-1
++
  UPDATE, 1254, OU-1
++
  UPDATE, 1255, OU-2
++
  UPDATE, 1256, OU-2
++
  UPDATE, 1257, OU-2
++
  UPDATE, 1258, OU-2
++
  UPDATE, 1259, OU-2
++
  UPDATE, 1260, OU-2
--UPDATE, 1261, OU-2
--{{/code}}
++UPDATE, 1261, OU-2{{/code}}
++
  **Client Tag** ([[Example>>url:file:///Client+Tag+-+Batch+File+Example]])
@@ -223,32 +223,51 @@
  Sample file
--{{code}}
--operation,client.identifier,tag.code
++{{code}}operation,client.identifier,tag.code
++
  UPDATE,TC1,TT1
++
  UPDATE,TC1,TT1.1
++
  UPDATE,TC1,TT1.2
++
  UPDATE,TC1,TT2
++
  UPDATE,TC1,TT3
++
  UPDATE,TC1,TT3.1
++
  UPDATE,TC1,TT3.2
++
  UPDATE,TC1,TT1
++
  UPDATE,TC1,TT1.1
++
  UPDATE,TC1,TT1.2
++
  UPDATE,TC2,TT2
++
  UPDATE,TC3,TT3
++
  UPDATE,TC4,TT2
++
  UPDATE,TC5,TT3
++
  UPDATE,TC6,TT3.1
++
  UPDATE,TC7,TT3.2
++
  UPDATE,TC8,TT1
++
  UPDATE,TC9,TT1.1
++
  UPDATE,TC10,TT1.2
++
  UPDATE,TC11,TT2
--UPDATE,TC12,TT3
--{{/code}}
++UPDATE,TC12,TT3{{/code}}
++
  **Caregiver** ([[Example>>url:file:///Caregiver+-+Batch+File+Example]])
  Description: define/assign caregivers for clients.
@@ -271,17 +271,21 @@
  Sample file
--{{code}}
--operation,client.identifier,relationshipToClient,firstName,lastName
++{{code}}operation,client.identifier,relationshipToClient,firstName,lastName
++
  UPDATE,TC2,Adoptive Father,Adopt,Father
++
  UPDATE,TC2,Adoptive Mother,Adopt,Mother
++
  UPDATE,TC2,Godparent,Greg,Smith
++
  UPDATE,TC2,Godparent,Gina,Smith
++
  UPDATE,TC2,Biological Father,Bio,Father
--UPDATE,TC2,Biological Mother,Bio,Mother
--{{/code}}
++UPDATE,TC2,Biological Mother,Bio,Mother{{/code}}
++
  **Staff** ([[Example>>url:file:///Staff+Member+-+Batch+File+Example]])
  Description: define staff members/users of the system.
@@ -310,17 +310,21 @@
  Sample file
--{{code}}
--operation,firstName,lastName,middleName,login,email,active
++{{code}}operation,firstName,lastName,middleName,login,email,active
++
  UPDATE,Test,Staff1,teststaff1,test1@test.com,TRUE
++
  UPDATE,Test,Staff2,teststaff2,test2@test.com,TRUE
++
  UPDATE,Test,Staff3,teststaff3,test3@test.com,TRUE
++
  UPDATE,Test,Staff4,teststaff4,test4@test.com,TRUE
++
  UPDATE,Test,Staff5,teststaff5,test5@test.com,TRUE
--UPDATE,Test,Staff6,teststaff6,test6@test.com,TRUE
--{{/code}}
++UPDATE,Test,Staff6,teststaff6,test6@test.com,TRUE{{/code}}
++
  **Staff Role** ([[Example>>url:file:///Staff+Member+Role+-+Batch+File+Upload]])
  Description: assign roles to staff members
@@ -343,17 +343,21 @@
  Sample file
--{{code}}
--operation,user.login,role.code,active
++{{code}}operation,user.login,role.code,active
++
  UPDATE,teststaff1,BUSR1,TRUE
++
  UPDATE,teststaff2,BUSR1,TRUE
++
  UPDATE,teststaff3,BUSR1,TRUE
++
  UPDATE,teststaff4,BUSR1,TRUE
++
  UPDATE,teststaff5,BUSR1,TRUE
--UPDATE,teststaff6,BUSPV,TRUE
--{{/code}}
++UPDATE,teststaff6,BUSPV,TRUE{{/code}}
++
  **Staff Placement** ([[Example>>url:file:///Staff+Member+Placement+-+Batch+File+Upload]])
  Description: define staff member placements at org units.
@@ -374,17 +374,21 @@
  Sample file
--{{code}}
--operation,user.login,orgUnit.code
++{{code}}operation,user.login,orgUnit.code
++
  UPDATE,teststaff1,SC.B1
++
  UPDATE,teststaff2,SC.B2
++
  UPDATE,teststaff3,SC.B1
++
  UPDATE,teststaff4,SC.B2
++
  UPDATE,teststaff5,R1W
--UPDATE,teststaff6,R1E
--{{/code}}
++UPDATE,teststaff6,R1E{{/code}}
++
  **Staff Responsibility** ([[Example>>url:file:///Staff+Member+Responsibility+-+Batch+Upload+Example]])
  Description: assign staff member responsibility for other staff members.
@@ -407,16 +407,19 @@
  Sample file
--{{code}}
--operation,parentUserRole.user.login,parentUserRole.role.code,childUserRole.user.login,childUserRole.role.code
++{{code}}operation,parentUserRole.user.login,parentUserRole.role.code,childUserRole.user.login,childUserRole.role.code
++
  UPDATE,teststaff6,BUSPV,teststaff1,BUSR1
++
  UPDATE,teststaff6,BUSPV,teststaff2,BUSR1
++
  UPDATE,teststaff6,BUSPV,teststaff3,BUSR1
++
  UPDATE,teststaff6,BUSPV,teststaff4,BUSR1
--UPDATE,teststaff6,BUSPV,teststaff5,BUSR1
--{{/code}}
++UPDATE,teststaff6,BUSPV,teststaff5,BUSR1{{/code}}
++
  **Organizational Unit Responsibility** ([[Example>>url:file:///Organizational+Unit+Responsibility+-+Batch+File+Example]])
  Description: assign staff member direct responsibility for org units.
@@ -437,14 +437,16 @@
  Sample file
--{{code}}
--operation,userRole.user.login,userRole.role.code,orgUnit.code
++{{code}}operation,userRole.user.login,userRole.role.code,orgUnit.code
++
  UPDATE,teststaff6,BUSPV,SC
++
  UPDATE,teststaff6,BUSPV,NC
++
  UPDATE,teststaff6,BUSPV,R1
--UPDATE,teststaff6,BUSPV,R2
--{{/code}}
++UPDATE,teststaff6,BUSPV,R2{{/code}}
++
  **Staff - Client Assignment** ([[Example>>url:file:///Client+Responsibility+-+Batch+File+Example]])
  Description: assign staff member direct responsibility for clients.
@@ -465,18 +465,28 @@
  Sample file
--{{code}}
--operation,userRole.user.login,userRole.role.code,client.identifier
++{{code}}operation,userRole.user.login,userRole.role.code,client.identifier
++
  UPDATE,teststaff1,BUSR1,TC1
++
  UPDATE,teststaff1,BUSR1,TC2
++
  UPDATE,teststaff1,BUSR1,TC3
++
  UPDATE,teststaff1,BUSR1,TC4
++
  UPDATE,teststaff1,BUSR1,TC5
++
  UPDATE,teststaff1,BUSR1,TC6
++
  UPDATE,teststaff1,BUSR1,TC7
++
  UPDATE,teststaff1,BUSR1,TC8
++
  UPDATE,teststaff1,BUSR1,TC9
++
  UPDATE,teststaff1,BUSR1,TC10
++
  UPDATE,teststaff1,BUSR1,TC11
--UPDATE,teststaff1,BUSR1,TC12
--{{/code}}
++
++UPDATE,teststaff1,BUSR1,TC12{{/code}}