Clients

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

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 User Profile 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
  • Language (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), Modified (modified, DateTimeField), Created (created, 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), Last name (last_name, CharField), Gender (gender, ChoiceListField to Genders), 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 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), State (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
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
Implemented by:ClientContactType

Views on Client Contact type

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

Fields in Client Contact type

  • ID (id, AutoField), Designation (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
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), Country (country, ForeignKey to Country), Place (city, ForeignKey to Place), Region (region, ForeignKey to Place), 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)

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)
  • 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 User), 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
Implemented by:CoachingType

Views on Coaching type

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

Fields in Coaching type

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
Implemented by:CoachingEnding

Views on Reason of termination

  • Coaching termination reasons (CoachingEndings) (Menu Configure ‣ 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), Designation (name, BabelCharField), Seq.No. (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
  • Duplicate (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
Implemented by:AidType

Views on aid type

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

Fields in aid type

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
Implemented by:PersonGroup

Views on Integration Phase

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

Fields in Integration Phase

  • ID (id, AutoField), Designation (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)

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)

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)