Wiki source code of Client Creation

Version 10.2 by karimpirani on 2014/07/03 15:09

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10.1	1	What is Client Creation?
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10.2	3	* Client Creation is the process of identifying the people that your organization will serve - name, date of birth, gender, identification code, etc.
10.1	4	* Client creation also involves assigning a client to an organizational unit, and classifying the client with any appropriate taxonomy tags
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1.1	6	Client Administration allows you to create and record the following information about the people that your organization will serve:
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	8	* Name
	9	* Date of birth
	10	* Gender
	11	* Active/inactive status
	12	* Client ID
	13	* Organization assignment
	14	* Taxonomy tags
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	20	Use the following procedure for adding clients:
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10.2	22	~1. From the "System Setup" option on the top menu bar, go down to Administration and click on the "Clients..." option. This will display the screen shown below.
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10.2	24	1.1 Just below the sidebar is a client list with the standard selection buttons and filtering capabilities.
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10.2	26	1.2 Above the client list are several controls which allow you to navigate to different pages of the client list, as well as refresh the list.
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9.1	30	[[image:client creation 1.PNG\|\|width="100%"]]
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10.2	35	2. To add a new client select the New tab at the bottom of the client list and click the Add button above the client list area.
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9.1	39	[[image:client creation 2.PNG\|\|width="100%"]]
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	44	3. The system will automatically create a "New Client."
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10.2	46	Click on the "New Client" entry to display the client profile data entry area.
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9.1	49	[[image:client creation 3.PNG\|\|width="100%"]]
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1.1	53	4. Enter profile information for this client:
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	55	4.1 First Name (Required)
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	57	4.2 Last Name (Required)
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	59	4.3 Gender
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	61	4.4 Date of Birth
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	63	4.5 Client Identifier
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10.1	65	4.6 Active Status: note that this box must be checked for the client to be visible/available for further interactions.
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	71	5. Associate this client to your organization using the Organizational Placements area.
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	73	This allows you to match the client with the physical or functional area that is providing service to this client
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	75	[[Click here for more details about administering your organization hierarchy>>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165541/Org-Unit-Hierarchy-Management]].
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	79	5.1 Click on the "+" icon to expand the organization hierarchy
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	81	5.2 Click on the organization that this client is associated with
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	83	5.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.
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	85	5.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement"
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9.1	89	[[image:client creation 4.PNG\|\|width="100%"]]
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	94	6. Associate this client with one or more tags using the Tags area.
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	96	This allows you to connect this client with one or more tag/taxonomy items.
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	98	[[Click here for more details on administering your tags>>url:file:///Users/steveghareebma/Google%20Drive/sales/_Documentation/Old%20PB%20Wiki%20Documentatopm/smr_help/tag-creation.html]].
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	102	6.1 Click on the Tags tab to display this area.
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	104	6.2 Click on the "+" icon to expand the tag hierarchy
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	106	6.3 Click on the tag that this client is associated with
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	108	6.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
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	110	6.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag"
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9.1	114	[[image:client creation 5.PNG\|\|width="100%"]]
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1.1	118	7. Click on the Save button to save this information.