Clients
(N.B.: Benutzer in Eupen siehe auch watch_tim)
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 ) :
allgemeine Liste, die jeder Benutzer sehen darf.
- DSBE-Klienten
(Menü )
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 ):
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 Profil d’utilisateur ab.
Views on Client
- Clients (Clients) (Menu )
- Clients (DebtsClients) (Menu ) – Wie Kontakte –> Klienten, aber mit Kolonnen und Filterparametern für Schuldnerberatung.
- Clients (AllClients) (Menu )
- Data Test Clients (ClientsTest) (Menu ) – Table of Clients whose data seems unlogical or inconsistent.
- Clients (Clients) (Menu )
- Clients (Clients) (Menu ) – Wie Kontakte –> Klienten, aber mit DSBE-spezifischen Kolonnen und Filterparametern.
- Nouveaux clients (NewClients) (Menu ) – Liste der neuen Klienten zwecks Zuweisung
eines Begleiters oder Ablehnen des Hilfeantrags.
- Clients (ClientsByNationality)
- Clients (ClientsByFaculty)
Fields in Client
- Ligne avant le nom de rue (addr1, CharField) – Address line before street
- Préfixe rue (street_prefix, CharField) – Text to print before name of street, but to ignore for sorting.
- Rue (street, CharField) – Name of street. Without house number.
- N° (street_no, CharField) – House number
- boîte (street_box, CharField) – Text to print after steet_no on the same line
- Ligne après le nom de rue (addr2, CharField) – Address line to print below street line
- Langue (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.
- date de naissance (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”.
- Titre de noblesse (noble_condition, CharField) – The eventual noble condition of this person. Imported from TIM.
- en Belgique depuis (in_belgium_since, DateField) – Since when this person in Belgium lives.
<b>Important:</b> help_text can be formatted.
- ... and ID (id, AutoField), Created (created, DateTimeField), Modified (modified, DateTimeField), Pays (country, ForeignKey to Pays), 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), Téléphone (phone, CharField), GSM (gsm, CharField), Fax (fax, CharField), Remarques (remarks, TextField), Activité (activity, ForeignKey to Activité), Compte en banque 1 (bank_account1, CharField), Compte en banque 2 (bank_account2, CharField), Partenaire (partner_ptr, OneToOneField to Partenaire), Prénom (first_name, CharField), Nom de famille (last_name, CharField), Sexe (gender, ChoiceListField to Genders), Allocution (title, CharField), Personne (person_ptr, OneToOneField to Personne), NISS (national_id, NullCharField), Nationalité (nationality, ForeignKey to Pays), Numéro de carte eID (card_number, CharField), Carte eID valable depuis (card_valid_from, DateField), au (card_valid_until, DateField), Type de carte eID (card_type, ChoiceListField to Type de carte eID), carte eID émise par (card_issuer, CharField), Remarque (Bureau Social) (remarks2, TextField), N° GesDos (gesdos_id, CharField), client CPAS (is_cpas, BooleanField), retraité (is_senior, BooleanField), Phase d’intégration (group, ForeignKey to Phase d’intégration), Lieu de naissance (birth_place, CharField), Pays de naissance (birth_country, ForeignKey to Pays), Etat civil (civil_state, ChoiceListField to Etats civils), Caisse d’assurance maladie (health_insurance, ForeignKey to Organisation), Pharmacie (pharmacy, ForeignKey to Organisation), Type de séjour (residence_type, ChoiceListField to ResidenceType), Cherche du travail depuis (unemployed_since, DateField), A besoin d’un permis de séjour (needs_residence_permit, BooleanField), A besoin d’un permis de travail (needs_work_permit, BooleanField), suspendu jusque (work_permit_suspended_until, DateField), Type d’aide sociale (aid_type, ForeignKey to Type d’aide sociale), allocation de chômage (income_ag, BooleanField), waiting pay (income_wg, BooleanField), indemnisation maladie (income_kg, BooleanField), persone de retraite (income_rente, BooleanField), autres revenus (income_misc, BooleanField), cherche du travail (is_seeking, BooleanField), Indidponible jusque (unavailable_until, DateField), raison (unavailable_why, CharField), Obstacles (obstacles, TextField), Autres talents (skills, TextField), Agences de travail (job_agents, CharField), Personne de contacte ALE ? (job_office_contact, ForeignKey to Personne de contact), State (client_state, ChoiceListField to Etats clients), refusal reason (refusal_reason, ChoiceListField to RefusalReasons), Intermédiaire (broker, ForeignKey to Intermédiaire), Spécificité (faculty, ForeignKey to Spécificité)
Actions on Client
- Refuser (wf1, RefuseClient) – Refuser cette nouvelle demande
- Ancien (wf2, ChangeStateAction) – Mark this as Former
- Merge (merge_row, MergeAction) – Merge this object into another object of same class.
- Fiche eID (print_eid_content, DirectPrintAction)
- Lire carte eID (read_beid, BeIdReadCardAction)
Tables referring to Client
- Accompagnants (CoachingsByClient)
- Demande de cours (CourseRequestsByPerson)
- Requêtes Tx25 (RetrieveTIGroupsRequestsByPerson)
- Propriétés (PropsByPerson)
- Connaissances de langue (LanguageKnowledgesByPerson)
- Études & formations (StudiesByPerson) – List of studies for a given person.
- Events/Notes (NotesByPerson)
- Events/Notes (NotesByProject)
- ConfiguredPropsByPerson (ConfiguredPropsByPerson)
- Requêtes IdentifyPerson (IdentifyRequestsByPerson)
- Agents disponibles (AvailableCoachesByClient)
- PIISs (ContractsByPerson)
- exclusions (ExclusionsByClient)
- Courrier sortant (MailsByProject)
- Compétences professionnelles (SkillsByPerson)
- Dispenses (DispensesByClient)
- contact pour (RolesByPerson)
- Events (EventsByProject)
- Expériences professionnelles (ExperiencesByPerson)
- Membre de (MembersByPerson)
- Obstacles (ObstaclesByPerson)
- Art.60§7 contracts (ContractsByPerson)
- Compétences sociales (SoftSkillsByPerson)
- Candidatures (CandidaturesByPerson)
- Accompagnements (CoachingsByClient)
- Tâches (TasksByProject)
- Requêtes ManageAccess (ManageAccessRequestsByPerson)
- Contacts (ContactsByClient)
Internal name: | pcsw.Coaching |
Implemented by: | Coaching |
Views on Accompagnement
- Accompagnements (Coachings) (Menu ) – Liste des accompagnements.
- Accompagnements (CoachingsByClient)
- Accompagnements (CoachingsByUser)
- Accompagnements (CoachingsByEnding)
- Accompagnants (CoachingsByClient)
Fields in Accompagnement
- Primaire (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), Accompagnant (user, ForeignKey to Utilisateur), Client (client, ForeignKey to Client), Accompagné depuis (start_date, DateField), au (end_date, DateField), Service (type, ForeignKey to Service), Cause d’abandon (ending, ForeignKey to Cause d’abandon)
Actions on Accompagnement
- Create visit (create_visit, CreateCoachingVisit) – Create a prompt event for this client with this coach.
Views on Service
- Services (CoachingTypes) (Menu ) – Liste des types d’accompagnement.
Fields in Service
Views on Cause d’abandon
- Coaching termination reasons (CoachingEndings) (Menu ) – A list of reasons expressing why a coaching was ended
- Coaching endings by user (CoachingEndingsByUser)
- Coaching endings by type (CoachingEndingsByType)
Fields in Cause d’abandon
- Service (type, ForeignKey to Service) – If not empty, allow this ending only on coachings of specified type.
- ... and ID (id, AutoField), Description (name, BabelCharField), N° de séq (seqno, IntegerField)
Actions on Cause d’abandon
- Dupliquer (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 Cause d’abandon
- Accompagnements (CoachingsByEnding)
Internal name: | pcsw.AidType |
Implemented by: | AidType |
Views on Type d’aide sociale
- Types d’aide sociale (AidTypes) – Liste des types d’aide financière.
Fields in Type d’aide sociale
Internal name: | pcsw.PersonGroup |
Implemented by: | PersonGroup |
Views on Phase d’intégration
- Phases d’intégration (PersonGroups) (Menu ) – Liste des phases d’intégration possibles.
Fields in Phase d’intégration
- ID (id, AutoField), Description (name, CharField), Nom de référence (ref_name, CharField), Considéré actif (active, BooleanField)
List of possible choices for the
Etat civil 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 |