Clients¶
(N.B.: Benutzer in Eupen siehe auch watch_tim)
- Client (model)
- Contact client (model)
- Type de contact client (model)
- Client Address (model)
- Address type (view)
- Accompagnement (model)
- Service (model)
- Cause d’abandon (model)
- Type d’aide sociale (model)
- Phase d’intégration (model)
- Etats civils (view)
- Parency types (view)
- Parents (view)
- Children (view)
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 Profil d’utilisateur 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 Médiation de dettes ‣ Clients) – Wie Kontakte –> Klienten, aber mit Kolonnen und Filterparametern für Schuldnerberatung.
- Clients (AllClients) (Menu Explorateur ‣ CPAS ‣ Clients)
- Data Test Clients (ClientsTest) (Menu Listings ‣ CPAS ‣ Data Test Clients) – Table of Clients whose data seems unlogical or inconsistent.
- Clients (Clients) (Menu Réception ‣ Clients)
- Clients (Clients) (Menu Intégration ‣ Clients) – Wie Kontakte –> Klienten, aber mit DSBE-spezifischen Kolonnen und Filterparametern.
- Nouveaux clients (NewClients) (Menu Nouvelles demandes ‣ Nouveaux clients) – 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”.
- Allocution (title, CharField) – Text to print before first_name as part of the first address line.
- 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), Modified (modified, DateTimeField), Created (created, DateTimeField), Pays (country, ForeignKey to Pays), Endroit (city, ForeignKey to Endroit), Region (region, ForeignKey to Endroit), 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), 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
- 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
- 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.
- Attest (do_attest, AttestAction) – Create an attestation from this
- Courrier sortant (mails_by_project, ShowSlaveTable)
- Lire carte eID (read_beid, BeIdReadCardAction)
- Lire carte eID (find_by_beid, FindByBeIdAction)
Tables referring to Client
- Create appointment with (CoachingsByClient)
- Demande de cours (CourseRequestsByPerson)
- Printouts (AttestationsByProject)
- Requêtes Tx25 (RetrieveTIGroupsRequestsByPerson)
- Propriétés (PropsByPerson)
- Parents (ParentsByHuman)
- Connaissances de langue (LanguageKnowledgesByPerson)
- Études & formations (StudiesByPerson) – List of studies for a given person.
- PIISs (ContractsByPerson)
- Events/Notes (NotesByProject)
- ConfiguredPropsByPerson (ConfiguredPropsByPerson)
- Requêtes IdentifyPerson (IdentifyRequestsByPerson)
- Agents disponibles (AvailableCoachesByClient)
- exclusions (ExclusionsByClient)
- Dispenses (DispensesByClient)
- Courrier sortant (MailsByProject)
- Compétences professionnelles (SkillsByPerson)
- Addresses (AddressesByClient)
- Events (EventsByProject)
- Aids (AidsByProject)
- Expériences professionnelles (ExperiencesByPerson)
- Obstacles (ObstaclesByPerson)
- Art.60§7 contracts (ContractsByPerson)
- Compétences sociales (SoftSkillsByPerson)
- Candidatures (CandidaturesByPerson)
- Accompagnements (CoachingsByClient)
- Children (ChildrenByHuman)
- Tâches (TasksByProject)
- Requêtes ManageAccess (ManageAccessRequestsByPerson)
- Contacts (ContactsByClient)
Contact client (model)¶
Internal name: | pcsw.ClientContact |
---|---|
Implemented by: | ClientContact |
Views on Contact client
- Contacts client (ClientContacts) (Menu Explorateur ‣ CPAS ‣ Contacts client) – Liste des contacts clients.
- Contacts (ContactsByClient)
Fields in Contact client
- ID (id, AutoField), Organisation (company, ForeignKey to Organisation), Personne de contact (contact_person, ForeignKey to Personne), représenté par (contact_role, ForeignKey to Fonction), Client (client, ForeignKey to Client), Type de contact client (type, ForeignKey to Type de contact client), Remarques (remark, TextField)
Actions on Contact 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
Type de contact client (model)¶
Internal name: | pcsw.ClientContactType |
---|---|
Implemented by: | ClientContactType |
Views on Type de contact client
- Types de contact client (ClientContactTypes) (Menu Configuration ‣ CPAS ‣ Types de contact client) – Liste des types de contacts client.
Fields in Type de contact client
- ID (id, AutoField), Description (name, BabelCharField), Debt collection agency (is_bailiff, BooleanField)
Actions on Type de contact 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
Client Address (model)¶
Internal name: | pcsw.ClientAddress |
---|---|
Implemented by: | ClientAddress |
Views on Client Address
- Client Addresses (ClientAddresses)
- Addresses (AddressesByClient)
Fields in Client Address
- 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
- Primaire (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), Pays (country, ForeignKey to Pays), Endroit (city, ForeignKey to Endroit), Region (region, ForeignKey to Endroit), Zip code (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) |
---|
Accompagnement (model)¶
Internal name: | pcsw.Coaching |
---|---|
Implemented by: | Coaching |
Views on Accompagnement
- Accompagnements (Coachings) (Menu Explorateur ‣ CPAS ‣ Accompagnements) – Liste des accompagnements.
- Accompagnements (CoachingsByClient)
- Accompagnements (CoachingsByUser)
- Accompagnements (CoachingsByEnding)
- Create appointment with (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
- 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.
Service (model)¶
Internal name: | pcsw.CoachingType |
---|---|
Implemented by: | CoachingType |
Views on Service
- Services (CoachingTypes) (Menu Configuration ‣ CPAS ‣ Services) – Liste des types d’accompagnement.
Fields in Service
- ID (id, AutoField), Description (name, BabelCharField)
Actions on Service
- 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
Cause d’abandon (model)¶
Internal name: | pcsw.CoachingEnding |
---|---|
Implemented by: | CoachingEnding |
Views on Cause d’abandon
- Coaching termination reasons (CoachingEndings) (Menu Configuration ‣ CPAS ‣ 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 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
- 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
- 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)
Type d’aide sociale (model)¶
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
- ID (id, AutoField), Description (name, BabelCharField)
Actions on Type d’aide sociale
- 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
Phase d’intégration (model)¶
Internal name: | pcsw.PersonGroup |
---|---|
Implemented by: | PersonGroup |
Views on Phase d’intégration
- Phases d’intégration (PersonGroups) (Menu Configuration ‣ CPAS ‣ Phases d’intégration) – 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)
Actions on Phase d’intégration
- 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
Etats civils (view)¶
Internal name: | pcsw.CivilState (CivilState) |
---|
List of possible choices for the Etat civil field of a Client.
value | name | text |
10 | single | célibataire |
13 | 13 | Célibateire cohabitant |
18 | 18 | Célibataire avec enfant |
20 | married | marié |
21 | 21 | Marié (habitant seul) |
22 | 22 | Marié (vivant avec autre partenaire) |
30 | widowed | veuf/veuve |
33 | 33 | Veuf cohabitant |
40 | divorced | divorcé |
50 | separated | séparé |
Parency types (view)¶
Internal name: | humanlinks.LinkTypes (LinkTypes) |
---|
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) |
---|
Children (view)¶
Internal name: | humanlinks.ChildrenByHuman (ChildrenByHuman) |
---|