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  1. CiviHR
  2. HR-356

Change all reference to cases and clients in Assignments


    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Won't Do
    • Affects Version/s: HR-1.4
    • Fix Version/s: HR-1.4
    • Component/s: Cases
    • Labels:
    • Documentation Required?:


      Change all references to Cases and Clients to Assignments and Contacts:

      On the Create New Assignment screen:

      1. Open Case -> Create New Assignment (screen and page heading)
      2. Client -> Contact

      After saving an Assignment:

      3. Remove Run QA Audit / Redact dropdown,
      4. Assign to Another Client -> Assign to Another Contact
      5. Move Activities section below Assignment Data section (eg Exiting Data).

      In Activities section:

      6. Activity type Open Case -> Created New Assignment. Assign Case Role -> Assign Assignment Role. Change Case Start Date -> Change Assignment Start Date. Change Case Status -> Change Assignment Status. Change Case Type -> Change Assignment Type. Link Cases -> Link Assignments.
      7. Under Activities, Column header TYPE -> ACTIVITY.
      8. What does WITH column display? What does REPORTER/ASSIGNEE mean? Probably need to change names.

      In Roles section:

      9. Assignment role: Client -> Contact.

      10. Remove the 'Other Emergency Contacts' section.
      11. Upon saving, the Assignments tab of the individual should open, showing the newly added assignment.

      In Assignments Reports:

      12. Page heading Case reports -> Assignment Reports
      13. New Case Report -> New Assignment Report. Also change Case -> Assignment and Client -> Contact in the four reports listed within.
      14. No case reports have been created -> No assignment reports have been created.

      and more if observed.




            • Assignee:
              ruchik Ruchi
              ruchik Ruchi
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              • Created: