Wiki source code of Client Creation

Version 10.2 by karimpirani on 2014/07/03 15:09
Show last authors
1 What is Client Creation?
2
3 * Client Creation is the process of identifying the people that your organization will serve - name, date of birth, gender, identification code, etc.
4 * Client creation also involves assigning a client to an organizational unit, and classifying the client with any appropriate taxonomy tags
5
6 Client Administration allows you to create and record the following information about the people that your organization will serve:
7
8 * Name
9 * Date of birth
10 * Gender
11 * Active/inactive status
12 * Client ID
13 * Organization assignment
14 * Taxonomy tags
15
16
17
18
19
20 Use the following procedure for adding clients:
21
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.
23
24 1.1 Just below the sidebar is a client list with the standard selection buttons and filtering capabilities.
25
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.
27
28
29
30 [[image:client creation 1.PNG||width="100%"]]
31
32
33
34
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.
36
37
38
39 [[image:client creation 2.PNG||width="100%"]]
40
41
42
43
44 3. The system will automatically create a "New Client."
45
46 Click on the "New Client" entry to display the client profile data entry area.
47
48
49 [[image:client creation 3.PNG||width="100%"]]
50
51
52
53 4. Enter profile information for this client:
54
55 4.1 First Name (Required)
56
57 4.2 Last Name (Required)
58
59 4.3 Gender
60
61 4.4 Date of Birth
62
63 4.5 Client Identifier
64
65 4.6 Active Status: note that this box must be checked for the client to be visible/available for further interactions.
66
67
68
69
70
71 5. Associate this client to your organization using the Organizational Placements area.
72
73 This allows you to match the client with the physical or functional area that is providing service to this client
74
75 [[Click here for more details about administering your organization hierarchy>>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165541/Org-Unit-Hierarchy-Management]].
76
77
78
79 5.1 Click on the "+" icon to expand the organization hierarchy
80
81 5.2 Click on the organization that this client is associated with
82
83 5.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.
84
85 5.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement"
86
87
88
89 [[image:client creation 4.PNG||width="100%"]]
90
91
92
93
94 6. Associate this client with one or more tags using the Tags area.
95
96 This allows you to connect this client with one or more tag/taxonomy items.
97
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]].
99
100
101
102 6.1 Click on the Tags tab to display this area.
103
104 6.2 Click on the "+" icon to expand the tag hierarchy
105
106 6.3 Click on the tag that this client is associated with
107
108 6.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
109
110 6.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag"
111
112
113
114 [[image:client creation 5.PNG||width="100%"]]
115
116
117
118 7. Click on the Save button to save this information.