Klanten¶
(N.B.: Benutzer in Eupen siehe auch watch_tim)
Client (model)¶
Internal name: | pcsw.Client |
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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.
Eine vierte Tabellenansicht ist Empfang ‣ Klienten: das ist eine spezielle Liste für den Empfangsschalter, die ihr eigenes Detail-Layout hat.
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”.
- Title (title, CharField) – Text to print before first_name as part of the first address line.
- 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), Bearbeitet (modified, DateTimeField), Erstellt (created, DateTimeField), Land (country, ForeignKey to Land), Plaats (city, ForeignKey to Plaats), Region (region, ForeignKey to Plaats), Postcode (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), Person (person_ptr, OneToOneField to Person), National ID (national_id, NullCharField), Nationality (nationality, ForeignKey to Land), 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 Land), Civil state (civil_state, ChoiceListField to Civil states), Health insurance (health_insurance, ForeignKey to Organisation), Pharmacy (pharmacy, ForeignKey to Organisation), 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
- Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
- Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document
- Labels (print_labels, PrintLabelsAction) – Generate mailing labels for these recipients
- 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.
- Attest (do_attest, AttestAction) – Create an attestation from this
- Outbox (mails_by_project, ShowSlaveTable)
- Read eID card (read_beid, BeIdReadCardAction)
- Read eID card (find_by_beid, FindByBeIdAction)
Tables referring to Client
- Create appointment with (CoachingsByClient)
- Course Requests (CourseRequestsByPerson)
- Printouts (AttestationsByProject)
- Tx25 Requests (RetrieveTIGroupsRequestsByPerson)
- Properties (PropsByPerson)
- Parents (ParentsByHuman)
- language knowledges (LanguageKnowledgesByPerson)
- Studies & education (StudiesByPerson) – List of studies for a given person.
- ISIPs (ContractsByPerson)
- Events/Notes (NotesByProject)
- ConfiguredPropsByPerson (ConfiguredPropsByPerson)
- IdentifyPerson Requests (IdentifyRequestsByPerson)
- Available Coaches (AvailableCoachesByClient)
- exclusions (ExclusionsByClient)
- Dispenses (DispensesByClient)
- Outbox (MailsByProject)
- Skills (SkillsByPerson)
- Addresses (AddressesByClient)
- Events (EventsByProject)
- Aids (AidsByProject)
- Job Experiences (ExperiencesByPerson)
- Obstacles (ObstaclesByPerson)
- Art.60§7 contracts (ContractsByPerson)
- Soft skills (SoftSkillsByPerson)
- Job Candidatures (CandidaturesByPerson)
- Coachings (CoachingsByClient)
- Children (ChildrenByHuman)
- Tasks (TasksByProject)
- ManageAccess Requests (ManageAccessRequestsByPerson)
- Contacts (ContactsByClient)
Client Contact (model)¶
Internal name: | pcsw.ClientContact |
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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 Organisation), 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)
Actions on Client Contact
- Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
- Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document
Client Contact type (model)¶
Internal name: | pcsw.ClientContactType |
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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
- ID (id, AutoField), Omschrijving (name, BabelCharField), Debt collection agency (is_bailiff, BooleanField)
Actions on Client Contact type
- Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
- Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document
Client Address (model)¶
Internal name: | pcsw.ClientAddress |
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Implemented by: | ClientAddress |
Views on Client Address
- Client Addresses (ClientAddresses)
- Addresses (AddressesByClient)
Fields in Client Address
- 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
- Primary (primary, BooleanField) – There’s at most one primary address per client. Enabling this field will automatically make the other addresses non-primary.
- ... and ID (id, AutoField), Land (country, ForeignKey to Land), Plaats (city, ForeignKey to Plaats), Region (region, ForeignKey to Plaats), Postcode (zip_code, CharField), type (type, ChoiceListField to Address type), Client (client, ForeignKey to Client)
Actions on Client Address
- Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
- Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document
Address type (view)¶
Internal name: | pcsw.ClientAddressTypes (ClientAddressTypes) |
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Coaching (model)¶
Internal name: | pcsw.Coaching |
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Implemented by: | Coaching |
Views on Coaching
- Coachings (Coachings) (Menu Explorer ‣ PCSW ‣ Coachings) – Liste des accompagnements.
- Coachings (CoachingsByClient)
- Coachings (CoachingsByUser)
- Coachings (CoachingsByEnding)
- Create appointment with (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
- Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
- Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document
- Create visit (create_visit, CreateCoachingVisit) – Create a prompt event for this client with this coach.
Coaching type (model)¶
Internal name: | pcsw.CoachingType |
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Implemented by: | CoachingType |
Views on Coaching type
- Coaching types (CoachingTypes) (Menu Konfigurierung ‣ PCSW ‣ Coaching types) – Liste des types d’accompagnement.
Fields in Coaching type
- ID (id, AutoField), Omschrijving (name, BabelCharField)
Actions on Coaching type
- Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
- Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document
Reason of termination (model)¶
Internal name: | pcsw.CoachingEnding |
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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
- Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
- Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document
- 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)
aid type (model)¶
Internal name: | pcsw.AidType |
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Implemented by: | AidType |
Views on aid type
- aid types (AidTypes) – Liste des types d’aide financière.
Fields in aid type
- ID (id, AutoField), Omschrijving (name, BabelCharField)
Actions on aid type
- Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
- Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document
Integration Phase (model)¶
Internal name: | pcsw.PersonGroup |
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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)
Actions on Integration Phase
- Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
- Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document
Civil states (view)¶
Internal name: | pcsw.CivilState (CivilState) |
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List of possible choices for the Civil state field of a Client.
value | Name | text |
10 | single | Single |
13 | 13 | Single cohabitating |
18 | 18 | Single with child |
20 | married | Married |
21 | 21 | Married (living alone) |
22 | 22 | Married (living with another partner) |
30 | widowed | Widowed |
33 | 33 | Widow cohabitating |
40 | divorced | Divorced |
50 | separated | Separated |
Parency types (view)¶
Internal name: | humanlinks.LinkTypes (LinkTypes) |
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List of possible choices for the Type field of a Parency link.
value | Name | text |
01 | natural | %s (%s) / %s (%s) |
02 | adoptive | %s (%s) / %s (%s) |
03 | grand | %s (%s) / %s (%s) |
Parents (view)¶
Internal name: | humanlinks.ParentsByHuman (ParentsByHuman) |
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Children (view)¶
Internal name: | humanlinks.ChildrenByHuman (ChildrenByHuman) |
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