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The changes to the conflict check include:

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  • All top filter conditions will be applied with AND operation between the fields. For example if First Name, Phone, Date of Birth and Suburb are entered in order for results to be shown ALL 4 criteria must match.
  • First Name will search:
    • Client First Name
    • Client Additional First Names
    • Additional Party First Name
    • Additional Party Additional First Name (previously: First Name alias)
    • Worker First Name
  • Last Name will search:
    • Client Last Name
    • Client Additional Last Names
    • Additional Party Last Name
    • Additional Party Additional Last Name (previously: Family Name alias)
    • Worker Last Name
  • Other/Organisation Name will search:
    • Client Other Name
    • Client Additional Other Names
    • Client Organisation Name
    • Client Additional Organisation Name
    • Additional Party Other Name
    • Additional Party Organisation Name
    • Worker Middle Name
  • Phone will search:
    • Client Mobile
    • Client Other Phones
    • Client Additional Phones
    • Additional Party Mobile
    • Additional Party Other Phone
    • Worker Business Phone
    • Worker Mobile Phone
    • Worker Home Phone
    • Worker Fax
  • Date of Birth will search:
    • Client Date if Birth
    • Additional Party Date if Birth
  • Street will search:
    • Client Street Address
    • Client Additional Street Address
    • Additional Party Street Address
  • Suburb will search:
    • Client Suburb
    • Client Additional Suburb
    • Additional Party Suburb
  • Added 4 new columns to store additional information
    • Additional Names
    • Additional Phones
    • Additional Address
    • Additional Emails
  • New triggers for storing data for ClientName, ClientPhone, ClientEmail and Address.
  • Flagged clients will show entire row as red shaded
  • Bold black border on the right of Other/Org. Name to show where the static columns end
  • Results to be based on Persons including clients without a linked service and remove all service related information
  • Add Worker related information
  • Modify fields ordering
  • Additional Client Details added as Concatenated string (e.g. “[First name] [Other Name] [Last Name]” or “[Street] [Suburb]”)
  • Additional Client Details will be updated as Comma Separated Value for conflict check (e.g. “[Phone1], [Phone2], [Phone3]”)
  • Added horizontal scroll bar
  • Removed column customisation (required for horizontal scroll bar)
  • Hyperlink moved to Type column for Client and Other Party
  • Hyperlink added for Services on clients
  • Hyperlink to related service for additional parties added on Services column

 Non-Conflict Check related changes

  • Renamed Additional Party fields “First Name Alias” and “Last Name Alias” to “Additional First Name” and “Additional Last Name”
  • Assigned To field added to Services and Triage as concatenated string with Comma Separated Values (ie all assigned to will display in one field)
  • CLSIS data migrated to Proficiency in English (Written) has been removed. This data was migrated to BOTH the Spoken and Written fields incorrectly. The change does not effect data entered in CLASS. 

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