Changes between Version 19 and Version 20 of LEGACY - CiviCRM LCBRU Use Case


Ignore:
Timestamp:
10/08/12 15:46:51 (12 years ago)
Author:
Nick Holden
Comment:

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  • LEGACY - CiviCRM LCBRU Use Case

    v19 v20  
    2929* Individual - Health worker (includes GPs, practice nurses, and LCBRU staff)
    3030
    31 * Organisation - GP Surgery
     31* Organisation - GP Surgery - each surgery can have multiple addresses for branch surgeries. Set branch surgery entries to 'other' location type, and the primary surgery as 'main'.
    3232
     33Custom fields for addresses
     34* ICE code - one per address of the surgery (branch surgeries have separate ICE codes)
    3335
    3436=== Contacts ===
    3537Contact entries for LCBRU staff are created automatically from the relevant drupal account. And the drupal account is created automatically at first log-in using LDAP. Smooth.
    3638
    37 * Address
     39* Address - address doesn't automatically create via API when a contact is created.
    3840  * State / Province - is replaced by 'county' during localization to UK
    3941  * County - do not use (this is a different division than UK County
     
    4446
    4547Custom fields for Contacts of sub-type 'health worker'
    46 * GMC code (optional, only applies to GP)
    47 * ICE code (optional, only applies to GP)
     48* GMC number (optional, only applies to GP)
     49* Practitioner code (optional, only applies to GP)
     50* ICE code (optional, only applies to GP or practice nurse)
    4851* GCP training date - to help track renewals, this might be better being an activity
    4952
    5053Custom fields for Contacts of sub-type 'GP Surgery'
    5154* Practice code
    52 * ICE code
    53 
    5455
    5556=== Groups ===
     
    8283Individual contact prefixes is pre-set with 'Dr', 'Mr', 'Mrs', 'Ms'. Added 'Professor'
    8384
     85
    8486=== Case type ===
    8587
     
    103105* Subject - not relevant, can be dropped.
    104106* Case type - drop down selection of study names (currently only GENVASC)
    105 * Case status - defined five so far: pending(opened), recruited (opened), declined (closed), withdrawn (closed), excluded (closed). The first three are edits of sample case types, the remainder are additions.
     107* Case status - defined six so far: pending(opened), recruited (opened), available (opened), declined (closed), withdrawn (closed), excluded (closed).
    106108* Duration - not relevant, can be dropped.
    107109
     
    119121   
    120122Note: When the case is displayed, each role which is vacant is labelled with the 'B' relationship label, e.g. "Study Manager". This label stays in place even if the role is filled. However when the case is reloaded later, the label is changed to be the 'A' label, e.g. "In study managed by". This is OK but very confusing.
     123
     124=== Activities ===
     125
     126The standard GENVASC timeline consists of:
     127
     1281. Recruit (in practice, recorded on civicrm retrospectively
     1292. Draw bloods (in practice, recorded on civicrm retrospectively
     1303. Register on civiCRM (from ICE messaging system) - record activities 1,2,3 at this point.
     1314. Fetch samples from pathology department
     1325. Check consent form details
     1336. Process bloods in LCB
     1347. 30 day status change to 'available'
     135-. Withdraw from study