Wiki source code of Client Creation

Last modified by karimpirani on 2014/07/03 15:23
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1 What is Client Creation?
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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
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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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22 ~1. From the "System Setup" option on the top menu bar, go down to Administration and click on the "Clients..." option.
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24 [[image:client creation a.PNG]]
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27 1.1 This will display the screen shown below. On the left pane, there is a client list with the standard selection buttons and filtering capabilities.
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29 1.2 Below the client list are controls which allow you to navigate to different pages of the client list, as well as refresh the list.
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33 [[image:client creation 1.PNG||width="100%"]]
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38 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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42 [[image:client creation 2.PNG||width="100%"]]
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47 3. The system will automatically create a "New Client."
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49 Click on the "New Client" entry to display the client profile data entry area.
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52 [[image:client creation 3.PNG||width="100%"]]
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56 4. Enter profile information for this client:
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58 4.1 First Name (Required)
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60 4.2 Last Name (Required)
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62 4.3 Gender
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64 4.4 Date of Birth
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66 4.5 Client Identifier
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68 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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74 5. Associate this client to your organization using the Organizational Placements area.
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76 This allows you to match the client with the physical or functional area that is providing service to this client
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78 For more information about administering your organizational hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips]].
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81 5.1 Click on the "+" icon to expand the organization hierarchy
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83 5.2 Click on the organization that this client is associated with
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85 5.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.
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87 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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91 [[image:client creation 4.PNG||width="100%"]]
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96 6. Associate this client with one or more tags using the Tags area.
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98 This allows you to connect this client with one or more tag/taxonomy items.
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100 For more information about administering your tags, click [[here>>doc:Administration: Tag Creation]].
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104 6.1 Click on the Tags tab to display this area.
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106 6.2 Click on the "+" icon to expand the tag hierarchy
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108 6.3 Click on the tag that this client is associated with
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110 6.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
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112 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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116 [[image:client creation 5.PNG||width="100%"]]
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120 7. Click on the Save button to save this information.