Ability to view both Primary Secondary Relationships on the client screen
In OIPA, currently the Client and Customer Relationship Screens have the capability to display relationship records and details for relationships where the current Client/Group Customer is identified as the primary. In relationship records where the current Client/Group Customer is the secondary client, the user will need to navigate through the primary Client/Group Customer to view the relationship record and the associated details. This enhancement is to enable display of such relationship records where the current Client/Group Customer is identified as secondary client also in the Client or Customer Relationship screen in the context of the current client
Relationship screen - Upstream and Downstream view: On Click of the Relationship node on the left side Menu ,two expandable nodes will be listed as a tree structure under the Relationship node.By default on click of the Relationship Node,Downstream Relationship isselected and the first entity under the Downstream Relationship, the data for that relation will be displayed on the right side of the screen as show in the below screen shot.
The behavior of the Downstream relationship screen will be same as the existing Relationship screen ,with the below two changes
A new node(Downstream Relationships) is newly added to access this data.
The Display format of the 'Name' column in the grid results has the same format specified in the ClientScreen Business Rule for Clients and GroupCustomerScreen for Group Customers.
The labels of the Column's will be renamed from 'Secondary Relationships' to 'Relationship Sub Type'
As mentioned above,this screen will behave exactly same the current relationship screen(based on the security provided there will be ability to Add relationships,Add Time Slices for existing relationships etc..).
Six new Filters will be present in the filer section of this screen
Relationship Sub Type - This will be a drop down box with all the Secondary Relationships configured (in Client Relationship Screen BR)for the Primary relationship category selected on the Left side node. By default this drop down does not have a value selected. On selection of a value from the drop down and On Click of 'Refresh' button,the grid results would refresh with the results based on the Filter Criteria First Name - This will be a free form user enterable text field to search the secondary relationships based on the First Name column. By default this textbox is empty. On entering any string and On Click of 'Refresh' the grid results would refresh with the results based on the Filter Criteria. The usage of % will be supported in this field and would work exactly as other search screens Last Name - This will be a free form user enterable text field to search the secondary relationships based on the Last Name column. By default this textbox is empty. On entering any string and On Click of 'Refresh' the grid results would refresh with the results based on the Filter Criteria. The usage of % will be supported in this field and would work exactly as other search screens Company Name -This will be a free form user enterable text field to search the secondary relationships based on the Company Name column. By default this textbox is empty. On entering any string and On Click of 'Refresh' the grid results would refresh with the results based on the Filter Criteria. The usage of % will be supported in this field and would work exactly as other search screens As of Date -This will be a Date field and will be used to filter the relationship based on this Date. By default this is filled with System Date. On entering any new date and On Click of 'Refresh' the grid results would refresh with the results based on the Filter Criteria. Display option -This will have two check boxes ‘Future’ and ‘Past’.This will be used to display the future and past relationships based on the As of date field. By default these two checkboxes are unchecked. On checking any of these fields and On Click of 'Refresh' the grid results would refresh with the results based on the Filter Criteria. Note: When <UseBusinessStatus> is set to 'Yes' in the ClientRelationshipScreen,then there would be an additional Status Filter in this section.This would follow the current behaviour. On Click of the relationship records,all the TimeSlice or History records are displayed in a Grid.The first Label on the header section will be "Relationship Sub Type/Name".
Screenshot showing the Default behaviour on Click of relationship node(Group Customer Context).
Screenshot showing the Default behaviour on Click of relationship node(Client Context).
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When the user clicks on the 'Upstream Relationship' link
No Additional nodes are provided under this node
All the Active Upstream relationships(Relationships in which the current Client or Group Customer's ClientGUID is in the SECONDARYCLIENTGUID column of ASCLIENTRELATIONSHIP table) will be displayed on the right side of the screen
The screen will have three columns by default and is not configurable currently(similar to the Downstream Relationship Screen) Relationship Type
This column will display the 'PRIMARYRELATIONSHIPTYPE' from the ASCLIENTRELATIONSHIP table.
Relationship Sub Type
This column will display the 'SECONDARYRELATIONSHIPTYPE' from the ASCLIENTRELATIONSHIP table.
Name
This column will display the name of the client who is the Primary client for this relation('PRIMARYCLIENTGUID' in the ASCLIENTRELATIONSHIP Table)
On click of any of the relationships displayed in this table, the relationship details are displayed (as it shows the downstream Relationship screen) but in read only mode The Display format of the 'Name' column in the grid results should follow format specified in the ClientScreen Business Rule for Clients and GroupCustomerScreen for Group Customers. Business Rule
All the ACTIVE time slices are displayed (as it currently shows in the Relationship screen) but in read only mode
Add,Save and Cancel buttons are not available on this Screen
There will be no ability to add any new timeslices or edit any timeslices from this screen
On Click of Shadow checkbox and click on refresh,all the shadowed TimeSlice records will be displayed.
The right Click option will have the option to 'Go to Client' or 'Go to Customer' based on the client type of the primary client
Seven Filters will be present in the filter section of this screen( 'As of Date' and Display option of 'Future' and 'Past' will also be available and will function similar to how the function in the downstream Relationship screen today).
Relationship Type - This will be a drop down box with all the Primary Relationships that this client/group customer has with another Client.(PRIMARYRELATIONSHIPTYPE from ASCLIENTRELATIONSHIP table where the SecondaryClientGUID is the current ClientGUID)
By default this drop down will not have a value selected.
On selection of a value from the drop down and On Click of 'Refresh' button,the grid results would refresh with the results based on the Filter Criteria
Relationship Sub Type - This will be a drop down box with all the Secondary Relationships that this client/group customer has with another Client.(SECONDARYRELATIONSHIPTYPE from ASCLIENTRELATIONSHIP table where the SecondaryClientGUID is the current ClientGUID)
By default this drop down does not have a value selected.
When a selection is made on the 'Relationship Type' filter,then the list is narrowed down to the Secondary relationship's for the Primary relationship selected(all the Secondary Relationships that this client/group customer has with another Client in conjunction with the Primary Relationship selected)
To elaborate with an example, lets take the last screenshot attached. In that screen,the RelationshipType drop down will have values of 'Employment' and 'Contacts' and Relationship SubType will have values 'FullTime' and 'HRManager'.
Once the user selects 'Employment' in the RelationshipType drop down,then the RelationshipSubType drop down list will have only 'FullTime'
On selection of a value from the drop down and On Click of 'Refresh' button,the grid results would refresh with the results based on the Filter Criteria
First Name - This will be a free form user enterable text field to search the Primary relationships based on the First Name column.
By default this textbox is empty.
On entering any string and On Click of 'Refresh' the grid results would refresh with the results based on the Filter Criteria.
The usage of % will be supported in this field and would work exactly as other search screens
Last Name - This will be a free form user enterable text field to search the Primary relationships based on the Last Name column.
By default this textbox is empty.
On entering any string and On Click of 'Refresh' the grid results would refresh with the results based on the Filter Criteria.
The usage of % will be supported in this field and would work exactly as other search screens
Company Name -This will be a free form user enterable text field to search the Primary relationships based on the Company Name column.
By default this textbox will be empty.
On entering any string and On Click of 'Refresh' the grid results would refresh with the results based on the Filter Criteria.
The usage of % will be supported in this field and would work exactly as other search screens in OIPA
On Click of the relationship records,all the TimeSlice or History records are displayed in a Grid.
The first Label on the header section of this Grid Results needs to be updated to "Relationship Sub Type/Name".Currently it is "Secondary relationship/Name"
Screenshot showing Downstream relationships for a specific GroupCustomer (under Employment Primary relationship type) The Data shown under this column(Relationship Sub Type/Name) of the grid result should reflect the "Relationship Sub Type/Name of the PrimaryClientGUID in the AsRelationShip table"
Screenshot showing Downstream relationships for a specific GroupCustomer (under Contacts Primary relationship type)
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Screenshot showing Upstream Relationship records for a specific GroupCustomer
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Screenshot showing Upstream Relationship records for a specific Client (The Contacts and the Employment Secondary relationships show in the above
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Screenshots for the group customer can be seen under the Upstream Relationship of that specific client in the below screenshot.)
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Note:
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The name of the Links 'Downstream Relationships' and 'Upstream Relationships' is translatable.
The labels against the Filters is translatable.
The name of the column headers in the grid result section is also translatable.
The RelationshipType and Relationship SubType filter values is ordered Alphabetically (Ascending) in both the screens
The Label 'Secondary Relationship' on the PopUp window when a user clicks on 'New' under the DownStream Relationship will be updated to 'Relationship SubType' and also it is translatable.
There will be no Status Filter on the Upstream relationship Screen even though <UseBusinessStatus> is set to 'Yes' in the ClientRelationshipScreen Business rule. But the Status Column will be visible in the result section when <UseBusinessStatus> is set to 'Yes'