Klanten

(N.B.: Benutzer in Eupen siehe auch watch_tim)

The Client model

Internal name:pcsw.Client
Implemented by:Client

Ein Klient ist eine Person, für die wir eine Serie von zusätzlichen Daten erfassen.

Für Klienten gibt es drei Tabellenansichten, die sich lediglich durch Kolonnenreihenfolge und Filterparameter unterscheiden:

  • “Alle Klienten” (Menü Kontakte ‣ Klienten) : allgemeine Liste, die jeder Benutzer sehen darf.
  • DSBE-Klienten (Menü DSBE ‣ Klienten) spezielle Liste für die Kollegen im DSBE. Zeigt immer nur begleitete Kunden. Hier kann man keine neuen Klienten anlegen. Die Reiter Kompetenzen, Verträge... finden sich nur hier.
  • Neue Klienten (Menü Neuanträge ‣ Klienten): spezielle Liste für die Zuweisung von Neuanträgen.

N.B. Das Detail, das bei Doppelklick angezeigt wird, ist bei allen drei Ansichten das Gleiche. Was im Detail alles angezeigt wird, hängt jedoch vom Benutzerprofil ab.

Views on Client

  • Clients (Clients) (Menu Contacts ‣ Clients)
  • Clients (DebtsClients) (Menu Debts mediation ‣ Clients) – Wie Kontakte –> Klienten, aber mit Kolonnen und Filterparametern für Schuldnerberatung.
  • Clients (AllClients) (Menu Explorer ‣ PCSW ‣ Clients)
  • Data Test Clients (ClientsTest) (Menu Listings ‣ PCSW ‣ Data Test Clients) – Table of Clients whose data seems unlogical or inconsistent.
  • Clients (Clients) (Menu Reception ‣ Clients)
  • Clients (Clients) (Menu Integration ‣ Clients) – Wie Kontakte –> Klienten, aber mit DSBE-spezifischen Kolonnen und Filterparametern.
  • New Clients (NewClients) (Menu Newcomers ‣ New Clients) – Liste der neuen Klienten zwecks Zuweisung eines Begleiters oder Ablehnen des Hilfeantrags.
  • Clients (ClientsByNationality)
  • Clients (ClientsByFaculty)

Fields in Client

  • Address line before street (addr1, CharField) – Address line before street
  • Street prefix (street_prefix, CharField) – Text to print before name of street, but to ignore for sorting.
  • Street (street, CharField) – Name of street. Without house number.
  • No. (street_no, CharField) – House number
  • Box (street_box, CharField) – Text to print after steet_no on the same line
  • Address line after street (addr2, CharField) – Address line to print below street line
  • Sprache (language, LanguageField) – Die Sprache, in der Dokumente ausgestellt werden sollen.
  • obsolete (is_obsolete, BooleanField) – Altfälle sind Partner, deren Stammdaten nicht mehr gepflegt werden und für neue Operationen nicht benutzt werden können.
  • Birth date (birth_date, IncompleteDateField) – Uncomplete dates are allowed, e.g. “00.00.1980” means “some day in 1980”, “00.07.1980” means “in July 1980” or “23.07.0000” means “on a 23th of July”.
  • noble condition (noble_condition, CharField) – The eventual noble condition of this person. Imported from TIM.
  • Lives in Belgium since (in_belgium_since, DateField) – Since when this person in Belgium lives. <b>Important:</b> help_text can be formatted.
  • ... and ID (id, AutoField), Erstellt (created, DateTimeField), Bearbeitet (modified, DateTimeField), Country (country, ForeignKey to Country), Place (city, ForeignKey to Place), Region (region, ForeignKey to Place), Zip code (zip_code, CharField), Name (name, CharField), E-Mail (email, EmailField), URL (url, URLField), Phone (phone, CharField), GSM (gsm, CharField), Fax (fax, CharField), Remarks (remarks, TextField), activity (activity, ForeignKey to activity), Bank account 1 (bank_account1, CharField), Bank account 2 (bank_account2, CharField), Partner (partner_ptr, OneToOneField to Partner), First name (first_name, CharField), Nachname (last_name, CharField), Geschlecht (gender, ChoiceListField to Genders), Title (title, CharField), Person (person_ptr, OneToOneField to Person), National ID (national_id, NullCharField), Nationality (nationality, ForeignKey to Country), eID card number (card_number, CharField), ID card valid from (card_valid_from, DateField), until (card_valid_until, DateField), eID card type (card_type, ChoiceListField to eID card types), eID card issuer (card_issuer, CharField), Remarks (Social Office) (remarks2, TextField), Gesdos ID (gesdos_id, CharField), receives social help (is_cpas, BooleanField), is senior (is_senior, BooleanField), Integration phase (group, ForeignKey to Integration Phase), Birth place (birth_place, CharField), Birth country (birth_country, ForeignKey to Country), Civil state (civil_state, ChoiceListField to Civil states), Health insurance (health_insurance, ForeignKey to Company), Pharmacy (pharmacy, ForeignKey to Company), Residence type (residence_type, ChoiceListField to ResidenceType), Seeking work since (unemployed_since, DateField), Needs residence permit (needs_residence_permit, BooleanField), Needs work permit (needs_work_permit, BooleanField), suspended until (work_permit_suspended_until, DateField), aid type (aid_type, ForeignKey to aid type), unemployment benefit (income_ag, BooleanField), waiting pay (income_wg, BooleanField), sickness benefit (income_kg, BooleanField), retirement pension (income_rente, BooleanField), other incomes (income_misc, BooleanField), is seeking work (is_seeking, BooleanField), Unavailable until (unavailable_until, DateField), reason (unavailable_why, CharField), Obstacles (obstacles, TextField), Other skills (skills, TextField), Job agents (job_agents, CharField), Contact person at local job office (job_office_contact, ForeignKey to Contact Person), Zustand (client_state, ChoiceListField to Client states), refusal reason (refusal_reason, ChoiceListField to RefusalReasons), Broker (broker, ForeignKey to Broker), Faculty (faculty, ForeignKey to Faculty)

Actions on Client

  • Refuse (wf1, RefuseClient) – Refuse this newcomer request.
  • Former (wf2, ChangeStateAction) – Mark this as Former
  • Merge (merge_row, MergeAction) – Merge this object into another object of same class.
  • eID sheet (print_eid_content, DirectPrintAction)
  • Read eID card (read_beid, BeIdReadCardAction)

Tables referring to Client

  • Coaches (CoachingsByClient)
  • Course Requests (CourseRequestsByPerson)
  • Tx25 Requests (RetrieveTIGroupsRequestsByPerson)
  • Properties (PropsByPerson)
  • language knowledges (LanguageKnowledgesByPerson)
  • Studies & education (StudiesByPerson) – List of studies for a given person.
  • Events/Notes (NotesByPerson)
  • Events/Notes (NotesByProject)
  • ConfiguredPropsByPerson (ConfiguredPropsByPerson)
  • IdentifyPerson Requests (IdentifyRequestsByPerson)
  • Available Coaches (AvailableCoachesByClient)
  • ISIPs (ContractsByPerson)
  • exclusions (ExclusionsByClient)
  • Outbox (MailsByProject)
  • Skills (SkillsByPerson)
  • Dispenses (DispensesByClient)
  • Contact for (RolesByPerson)
  • Events (EventsByProject)
  • Job Experiences (ExperiencesByPerson)
  • Member of (MembersByPerson)
  • Obstacles (ObstaclesByPerson)
  • Art.60§7 contracts (ContractsByPerson)
  • Soft skills (SoftSkillsByPerson)
  • Job Candidatures (CandidaturesByPerson)
  • Coachings (CoachingsByClient)
  • Tasks (TasksByProject)
  • ManageAccess Requests (ManageAccessRequestsByPerson)
  • Contacts (ContactsByClient)

The Coaching model

Internal name:pcsw.Coaching
Implemented by:Coaching

Views on Coaching

  • Coachings (Coachings) (Menu Explorer ‣ PCSW ‣ Coachings) – Liste des accompagnements.
  • Coachings (CoachingsByClient)
  • Coachings (CoachingsByUser)
  • Coachings (CoachingsByEnding)
  • Coaches (CoachingsByClient)

Fields in Coaching

  • Primary (primary, BooleanField) – There’s at most one primary coach per client. Enabling this field will automatically make the other coachings non-primary.
  • ... and ID (id, AutoField), Coach (user, ForeignKey to Benutzer), Client (client, ForeignKey to Client), Coached from (start_date, DateField), until (end_date, DateField), Coaching type (type, ForeignKey to Coaching type), Reason of termination (ending, ForeignKey to Reason of termination)

Actions on Coaching

  • Create visit (create_visit, CreateCoachingVisit) – Create a prompt event for this client with this coach.

The Client Contact model

Internal name:pcsw.ClientContact
Implemented by:ClientContact

Views on Client Contact

  • Client Contacts (ClientContacts) (Menu Explorer ‣ PCSW ‣ Client Contacts) – Liste des contacts clients.
  • Contacts (ContactsByClient)

Fields in Client Contact

  • ID (id, AutoField), Company (company, ForeignKey to Company), Contact person (contact_person, ForeignKey to Person), represented as (contact_role, ForeignKey to Function), Client (client, ForeignKey to Client), Client Contact type (type, ForeignKey to Client Contact type), Remarks (remark, TextField)

The Client Contact type model

Internal name:pcsw.ClientContactType
Implemented by:ClientContactType

Views on Client Contact type

  • Client Contact types (ClientContactTypes) (Menu Konfigurierung ‣ PCSW ‣ Client Contact types) – Liste des types de contacts client.

Fields in Client Contact type

The Coaching type model

Internal name:pcsw.CoachingType
Implemented by:CoachingType

Views on Coaching type

  • Coaching types (CoachingTypes) (Menu Konfigurierung ‣ PCSW ‣ Coaching types) – Liste des types d’accompagnement.

Fields in Coaching type

The Reason of termination model

Internal name:pcsw.CoachingEnding
Implemented by:CoachingEnding

Views on Reason of termination

  • Coaching termination reasons (CoachingEndings) (Menu Konfigurierung ‣ PCSW ‣ Coaching termination reasons) – A list of reasons expressing why a coaching was ended
  • Coaching endings by user (CoachingEndingsByUser)
  • Coaching endings by type (CoachingEndingsByType)

Fields in Reason of termination

  • Coaching type (type, ForeignKey to Coaching type) – If not empty, allow this ending only on coachings of specified type.
  • ... and ID (id, AutoField), Omschrijving (name, BabelCharField), Seq.-Nr. (seqno, IntegerField)

Actions on Reason of termination

  • Duplizieren (duplicate, DuplicateSequenced)
  • Up (move_up, MoveUp) – Move this row one row upwards
  • Down (move_down, MoveDown) – Move this row one row downwards

Tables referring to Reason of termination

  • Coachings (CoachingsByEnding)

The aid type model

Internal name:pcsw.AidType
Implemented by:AidType

Views on aid type

  • aid types (AidTypes) – Liste des types d’aide financière.

Fields in aid type

The Integration Phase model

Internal name:pcsw.PersonGroup
Implemented by:PersonGroup

Views on Integration Phase

  • Integration Phases (PersonGroups) (Menu Konfigurierung ‣ PCSW ‣ Integration Phases) – Liste des phases d’intégration possibles.

Fields in Integration Phase

  • ID (id, AutoField), Omschrijving (name, CharField), Reference name (ref_name, CharField), Considered active (active, BooleanField)

The Civil states view

Internal name:pcsw.CivilState (CivilState)

List of possible choices for the Civil state field of a Client.

value Name text
A1   basic language skills
A2   basic language skills
A2+   basic language skills
B1   independent use of language
B2   independent use of language
B2+   independent use of language
C1   proficient use of language
C2   proficient use of language
C2+   proficient use of language