Changes between Version 20 and Version 21 of Onyx to CiviCRM

Timestamp:

12/13/13 13:39:24 (10 years ago)

Author:

Richard Bramley

Comment:

--

Onyx to CiviCRM

@@ -121 +121 @@
 }}}
 
-== Custom Field Requirements
+== Import Mapping
 
-- [ ] Date and Time of Interview ('''New''' against Case - {{{CIVI_FIELD_BRICCS_INTERVIEW_DATETIME}}})
-- [ ] Partiticant Number ('''New''' against Case - {{{CIVI_FIELD_BRICCS_ID}}})
-- [ ] Interview Status ('''New''' against Case - {{{CIVI_FIELD_BRICCS_INTEVIEW_STATUS}}})
- - IN_PROGRESS
- - CLOSED
- - CANCELLED
- - COMPLETED
-- [ ] Title (Contact.Title) ''What to do with titles that don't exist?''
-- [ ] First Name (Contact.firstName)
-- [ ] Surname (Contact.lastName)
-- [ ] Address ''How to map?''
- - address1
- - address2
- - address3
- - address4
- - postcode (Address.postcode)
-- [ ] Date of Birth (Contact.birthDate)
-- [ ] Gender (Contact.gender)
- - FEMALE or MALE
-- [ ] NHS Number {Contact.nhsnumber}
-- [ ] UHL System Number {Contact.nhsNumber}
-- [ ] Consent Values
+- Date and Time of Interview ('''New''' against Case - {{{CIVI_FIELD_BRICCS_INTERVIEW_DATETIME}}})
+ - [x] Custom Field Added in BRICCS install
+ - [ ] Import mapped
+- Partiticant Number ('''New''' against Case - {{{CIVI_FIELD_BRICCS_ID}}})
+ - [x] Custom Field Added in BRICCS install
+ - [ ] Import mapped
+- Interview Status ('''New''' against Case - {{{CIVI_FIELD_BRICCS_INTEVIEW_STATUS}}})
+ - Values = 'IN_PROGRESS', 'CLOSED', 'CANCELLED', 'COMPLETED'
+ - [x] Custom Field Added in BRICCS install
+ - [ ] Import mapped
+- Title (Contact.Title) ''What to do with titles that don't exist?''
+ - [ ] Import Titles from PMI
+ - [ ] Convert existing records to new types (i.e., remove full stops, capitalise, etc)
+ - [ ] Import mapped
+ - [ ] Identify amendments to other imports
+ - [ ] Amend other imports
+- First Name (Contact.firstName)
+ - [ ] Import mapped
+- Surname (Contact.lastName)
+ - [ ] Import mapped
+- Address
+ - [ ] Map using Google lookup - ''see Biobank module''
+ - [ ] Import mapped
+- postcode (Address.postcode)
+ - [ ] Import mapped
+- Date of Birth (Contact.birthDate)
+ - [ ] Import mapped
+- Gender (Contact.gender)
+ - Values = 'FEMALE', 'MALE'
+ - [ ] Import mapped
+- NHS Number {Contact.nhsnumber}
+ - [ ] Import mapped
+- UHL System Number {Contact.nhsNumber}
+ - [ ] Import mapped
+- Consent Values
  - consent_understandsConsent ('''New''' against Case - {{{CIVI_FIELD_BRICCS_CONSENT_UNDERSTANDS_CONSENT}}})
+  - [x] Custom field added in BRICCS install
+  - [ ] Import mapped
  - consent_bloodAndUrine ('''New''' against Case - {{{CIVI_FIELD_BRICCS_CONSENT_BLOOD_AND_URINE}}})
+  - [x] Custom field added in BRICCS install
+  - [ ] Import mapped
  - consent_briccsDatabase ('''New''' against Case - {{{CIVI_FIELD_BRICCS_CONSENT_BRICCS_DATABASE}}})
+  - [x] Custom field added in BRICCS install
+  - [ ] Import mapped
  - consent_furtherContact ('''New''' against Case - {{{CIVI_FIELD_BRICCS_CONSENT_FURTHER_CONTACT}}})
+  - [x] Custom field added in BRICCS install
+  - [ ] Import mapped
  - consent_understandsWithdrawal ('''New''' against Case - {{{CIVI_FIELD_BRICCS_CONSENT_UNDERSTANDS_WITHDRAWAL}}})
-- [ ] GP (Add relationship to GP)
-- [ ] Telephone (Add telephone number: {{{Location = home}}}; {{{Type = Phone}}})
-- [ ] Work Telephone  (Add telephone number: {{{Location = work}}}; {{{Type = Phone}}})
+  - [x] Custom field added in BRICCS install
+  - [ ] Import mapped
+- GP (Add relationship to GP)
+ - This must fail silently as most GPs will not be in CiviCRM yet
+ - [ ] Mapped import to relationship to GP
+ - [ ] Mapped import to relationship to GP practice
+- Telephone (Add telephone number: {{{Location = home}}}; {{{Type = Phone}}})
+ - [ ] Import mapped
+- Work Telephone  (Add telephone number: {{{Location = work}}}; {{{Type = Phone}}})
+ - [ ] Import mapped