Description
This page allows you to enter an employer's details in order to register the employer on the system.
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Page Flow Diagram
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Fields
LabelTypeDescriptionMandatory
Reference NumberALTERNATE_IDProspect employer's reference number.No
Preferred LanguageLANGUAGE_CODEProspect employer's preferred language from the drop-down list of languages. Your system administrator can add a preferred language to this drop-down list via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Registration DateCURAM_DATEProspect employer's registration date within the organization. The default value of the registration date is the date you are entering the prospect employer on the system. Note that the prospect employer registration date cannot be earlier than the current date.No
Preferred CommunicationCOMMUNICATION_METHOD_CODEProspect employer's preferred communication from the drop-down list of communication methods. Your system administrator can add a communication method to this drop-down list via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Registered NameREGISTERED_NAMEProspect employer's name registered by the relevant governing authority where the prospect employer's business is registered.No
Registered Address
LabelTypeDescriptionMandatory
Registered AddressADDRESS_DATANo
Business Address
LabelTypeDescriptionMandatory
Business AddressADDRESS_DATANo
Further Details
LabelTypeDescriptionMandatory
Special InterestSPECIAL_INTEREST_CODEThis field signifies whether the prospect employer has a low priority special interest, a medium priority special interest, or a high priority special interest. By selecting one of the three levels of special interest, you are highlighting to the organization the need for special care when working with the prospect employer. For example, a prospect employer who is known to be difficult to interact with should be given a high level of special interest. You can leave this field empty if the prospect employer has no special interest.No
Casual StaffNUMBER_CASUAL_STAFFNumber of casual staff members. No
Permanent StaffNUMBER_PERMANENT_STAFFNumber of permanent employees.No
Business DescriptionBUSINESS_DESCRIPTIONFree text description of prospect employer business.No
Business Details
LabelTypeDescriptionMandatory
Trading NameTRADING_NAMEProspect employer's trading name.No
Employer TypeCOMPANY_TYPE_CODEProspect employer type, e.g., sole trader. The prospect employer type relates to a coded description of the prospect employer. Your system administrator can add a new prospect employer type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Trading DateCURAM_DATEDate prospect employer commenced trading, if available. If you enter a trading date, the trading status is displayed as "active".No
Public OfficePUBLIC_OFFICE_LOCATION_IDPublic office most convenient for the prospect employer. To select the public office most convenient for the prospect employer, press the Search button. Click the Select link on the appropriate row from the list of public offices displayed.No
Industry TypeINDUSTRY_TYPE_CODEProspect employer's industry type, e.g., engineering, construction. Your system administrator can add an industry via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Phone Details
LabelTypeDescriptionMandatory
TypePHONE_TYPE_CODEPhone number type that relates to a coded description of the phone number. Your system administrator can add a new phone number type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Country CodePHONE_COUNTRY_CODEPhone number country code.No
Area CodePHONE_AREA_CODEPhone number area code.No
PhonePHONE_NUMBERProspect employer phone number.No
ExtensionPHONE_EXTENSIONPhone number extension.No
Company Contact
LabelTypeDescriptionMandatory
TypeCOMPANY_CONTACT_TYPE_CODECompany contact type. Your system administrator can add a new contact type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
NameCONTACT_NAMECompany contact name.No
Country CodePHONE_COUNTRY_CODECompany contact phone number country code.No
Area CodePHONE_AREA_CODECompany contact phone number area code.No
PhonePHONE_NUMBERCompany contact phone number.No
ExtensionPHONE_EXTENSIONContact's phone number extension.No
Communication Exception
LabelTypeDescriptionMandatory
MethodCOMMUNICATION_METHOD_CODEMethod of communication that cannot be used to contact the person. Your system administrator can add a new method via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
ReasonCOMM_EXCEPTION_REASON_CODEReason a communication method cannot be used to contact the person. Your system administrator can add a new reason via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
FromCURAM_DATEStart date of the communication exception.No
ToCURAM_DATEEnd date of the communication exception.No
Links and Actions
Page Level Actions
LabelDescription
BackThe Back action navigates you to the previous page in the wizard.
CancelThe Cancel action dismisses the page.
SaveYou can press the Save button to complete the registration process.
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
%1s %2s %3s %4sLinkNo
A bank account already exists for this client with this account number at the selected bank.LinkNo
A Case Member cannot be added to a case with a status of Closed.LinkYesbpocaseparticipantrole.err_case_status_closed|a|
Account Number must be entered. When a Sort Code is entered an Account Number is also required.LinkNo
A communication exception of this type currently exists.LinkNo
A Contact Name and a Contact Type must be selected.LinkNo
A contact name must be specified.LinkNo
Active participant data case already exists for this concern role.LinkNo
Actual cost cannot be modified as this plan item is associated with a product deliveryLinkNo
Actual end date must be greater than actual start date and equal to or less than todays date. LinkNo
Address data line %1n is not in correct format.LinkNo
Address header information is missing or invalid.LinkNo
An account exists in this branch with this account number.LinkNo
An active organization structure must exist.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
An expected outcome has not been defined for this plan item. Please contact your administrator.LinkNo
An organization object link record already exists for this %1s.LinkNo
A Participant with Reference Number %1s already exists.LinkNo
A Participant with Reference Number %1s already exists.LinkNo
A phone area code must be entered.LinkNo
A phone number must be specified when phone number type is specified.LinkNo
A phone number type must be specified when phone number is specified.LinkNo
A public office with office status of 'Closed' cannot be selected.LinkNo
A public office with status of 'Canceled' cannot be selected.LinkNo
A singleton SELECT returned multiple records.LinkNo
Assigned role of case owner for Case %1s of type %2s for %3s.LinkNo
Assigned role of case reviewer for Case %1s of type %2s for %3s by %4s.LinkNo
Assigned role of case supervisor for Case %1s of type %2s for %3s.LinkNo
At least IBAN and BIC or Account Number and Sort Code must be entered.LinkNo
Attempt to map a freeform address as a non-freeform.LinkNo
Bank account name of the shared account does not match the bank account name entered.LinkNo
Bank account start and end dates must be in between bank branch start and end dates.LinkNo
BIC must be entered. When an IBAN is entered a BIC is also required.LinkNo
Business Process class %1s for plan of type %2c is not assignable to type %3s.LinkNo
Communication exception from date must be after %1s start date - %2d.LinkNo
Communication exception from date must be before %1s end date - %2d.LinkNo
Communication exception from date must be entered.LinkNo
Communication exception method must be entered.LinkNo
Communication exception reason must be entered.LinkNo
Communication exception to date must be before %1s end date - %2d.LinkNo
Concern role end date must not be earlier than the start date of any active relationship for the concern role.LinkNo
Concern role must be registered.LinkNo
Contact phone number must be entered if Area Code is entered.LinkNo
Contact phone number must be entered if Country Code is entered.LinkNo
Contact phone number must be entered if extension number is entered.LinkNo
Contact type must be entered.LinkNo
Date of birth cannot be later than the start date of any active relationship.LinkNo
Date of death cannot be earlier than the start date of any active relationship.LinkNo
Duplicate branches with the same BIC found. Please contact the system administrator.LinkNo
Duplicate branches with the same sort code found. Please contact the system administrator.LinkNo
Either the organization object reference or user name must be entered.LinkNo
Employer status code must be specified.LinkNo
Entered Sort Code and BIC should belong to same bank branch.LinkNo
Exception instantiating hook for plan of type %1c : %2s.LinkNo
Expected end date cannot be modified if an actual end date has been entered. LinkNo
Expected start date cannot be modified if an actual start date has been entered. LinkNo
Fax number invalid. Fax Number entries must have at least 3 digits.LinkNo
Fax Number must not be blank.LinkNo
From date field cannot be blank.LinkNo
From date must be specified.LinkNo
From date must not be later than the to date.LinkNo
From date must not be later than to date.LinkNo
IBAN must be entered. When a BIC is entered an IBAN is also required.LinkNo
Invalid address layout type %1s specified in address header.LinkNo
Multiple participant data cases found for concern role.LinkNo
New administrator details cannot be added for a client that is currently marked as a duplicate.LinkNo
New bank account details cannot be added for a client that is currently marked as a duplicate.LinkNo
New communication exception details cannot be added for a client that is currently marked as a duplicate.LinkNo
New tasks cannot be added for a client that is currently marked as a duplicate.LinkNo
No Active participant data case exists for this concern role.LinkNo
No case owner can be assigned as no potential case owner identified has an active position.LinkNo
No name tag specified in address data line %1n.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
One of either Add To My Tasks or Assign To must be entered but not both.LinkNo
Participant data case cannot be created for %1s concern role type.LinkNo
Participant data case cannot be resolved for %1s concern role type.LinkNo
Participant role ID must be specified.LinkNo
Phone details must contain both a phone number and a phone type.LinkNo
Phone number invalid. Phone Number entries must have at least 3 digits.LinkNo
Phone number invalid. Phone Number entries must have at least 3 digits.LinkNo
Phone Number must not be blank.LinkNo
Prospect Employer registration date must not be later than today.LinkNo
Registration Date must be supplied.LinkNo
Registration date must not be later than the start date of any active relationship for the concern role.LinkNo
Representative name must be suppliedLinkNo
Responsibility must be entered. LinkNo
Sensitivity must be supplied.LinkNo
Sort Code field must be entered.LinkNo
Sort Code must be entered. When Account Number is entered a Sort Code is also required.LinkNo
Start date must be specified.LinkNo
System configuration error - Unable to retrieve system user details from the database. Please contact your system administrator.LinkNo
The account name field is empty.LinkNo
The account number field is empty.LinkNo
The account type field is empty.LinkNo
The actual start date must be earlier than actual end date. LinkNo
The actual start date must be entered. LinkNo
The actual start date must be equal to or earlier than today. LinkYesbpoplanneditem.err_serviceplan_plan_item_xrv_actual_start_date_not_on_or_before_current_date|a|
The address data line index %1n is out of range (%2n - %3n).LinkNo
The assignee you have chosen does not match the assignee type chosen. Please search for assignee again.LinkNo
The bank branch selected for this bank account is canceled. Please choose another bank branch.LinkNo
The BIC %1s does not exist.LinkNo
The case owner type configured is invalid. Please configure this before continuing.LinkNo
The case owner type configured is invalid. Please configure this before continuing.LinkNo
The Case Participant Role start date must not be earlier than the Case start date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_from_date_caseheader_from_date|a|
The Case Participant Role start date must not be later than the Case end date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_to_date_caseheader_end_date|a|
The Case Participant Role start date must not be later than the Case end date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_from_date_caseheader_end_date|a|
The Case Participant Role start date must not be later than the end date.LinkNo
The class '%1s' does not implement the interface curam.util.events.impl.EventFilter and therefore is not as an event filter.LinkNo
The class '%1s' does not implement the interface curam.util.events.impl.EventHandler therefore is not an event handler.LinkNo
The contact name must contain at least 2 characters.LinkNo
The deadline date and time must be in the future.LinkNo
The deadline is too far in the future and can not be stored correctlyLinkNo
The estimated cost cannot be edited after the Plan Item has been approved LinkNo
The estimated cost cannot have a negative value the amount must be zero or more.LinkNo
The estimated cost cannot have a negative value the amount must be zero or more.LinkNo
The event filter: '%1s' could not be instantiated.LinkNo
The event handler: '%1s' could not be instantiated.LinkNo
The expected start date must be earlier than the expected end date.LinkNo
The external user reference has not been configured. Please configure this before continuing.LinkNo
The external user type has not been configured. Please configure this before continuing.LinkNo
The following errors occurred when entering the bank account: %1sLinkNo
The identification details entered already exist for another %1c. Please correct the details or review for duplicate %1c details.LinkNo
The Key Server cache and the Key Server database values are out of sync and therefore this record cannot be inserted. LinkNo
The limit on Registered Name has been exceeded by %1n character(s).LinkNo
The limit on Trading Name has been exceeded by %1n character(s).LinkNo
The login ID %1s does not map to a user name.LinkNo
The owner must be entered. LinkNo
The owner must be specified.LinkNo
The prospect employer registered name must contain at least 2 characters.LinkNo
The prospect employer trading name must contain at least 2 characters.LinkNo
The registration date must not be later than todayLinkNo
There is an active record for a trading status on this date.LinkNo
The sensitivity level cannot be higher than that of proposed owner.LinkNo
The sensitivity level must be at least equal to that of the selected sub-goal.LinkYesbpoplanneditem.err_serviceplan_plan_item_xrv_subgoal_sensitivity|a|
The sort code %1s does not exist.LinkNo
The subject must be entered.LinkNo
The supplied address data is empty.LinkNo
The to date must not be later than today.LinkNo
The to date of the primary bank account has passedLinkNo
This '%1c' is already the current owner for this client.LinkNo
This action cannot be carried out as participant data case is enabled for persons/prospect persons.LinkNo
This employer has already been liquidated.LinkNo
This Participant already exists as Primary Client for this case. LinkNo
This Participant already has a role as %1c for this case.LinkNo
This reference number %1s is already used as a primary alternative ID for another client.LinkNo
This reference number is already used as a primary alternative ID for another client.LinkNo
This task cannot be created as you currently have an active task allocation blocking period and you have specified the task should be added to your My Tasks list.LinkNo
This task cannot be created as you currently have an active task redirection period and you have specified that the task should be added to your My Tasks list.LinkNo
This task cannot be created because the user %1s is currently being blocked from the allocation of new task.LinkNo
This user is already the current owner for this client.LinkNo
To date must not be later than today.LinkNo
Trading status start date must be specified.LinkNo
User must be assigned to a position.LinkNo
You cannot add a bank account to a bank branch that has been canceled.LinkNo
You cannot add a bank account to a bank branch that has been closed.LinkNo
You cannot cancel the plan item as an actual start date has been entered. LinkNo
You cannot change the expected outcome as an actual start date has been entered. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_expected_outcome_no_modify|a|
You can not delete a plan item outcome as the subgoal outcome is already set.LinkNo
You cannot enter actual start date as plan item status is unapproved or submitted. LinkNo
You cannot enter a good cause value until the outcome value is set to not attained. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_good_cause_no_modify|a|
You cannot set a Liquidated trading status for a date in the future.LinkNo
You cannot set outcome to attained or not attained until an actual end date is specified. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_outcome_no_modify|a|
You do not have appropriate privileges to perform this operation for this plan item.LinkNo
You do not have the appropriate privileges to view the selected plan item.LinkNo
You have been assigned as the owner of the %1s Plan Item belonging to the %2s Sub-Goal.LinkNo
You have been assigned as the owner of the %1s Plan Item for Service Plan ID %2n.LinkNo
You have been assigned as the user responsible for the %1s Plan Item belonging to the %2s Sub-Goal.LinkNo
You have been assigned as the user responsible for the %1s Plan Item for Service Plan ID %2n.LinkNo
You have been assigned the role of case owner for case %1s by %2s. %3sLinkNo
You have been assigned the role of case reviewer for case %1s by %2s.LinkNo
You have been assigned the role of case supervisor for case %1s by %2s. %3sLinkNo
You may not perform this operation as the service plan is closed.LinkNo
You must either enter the Registration Name or Trading Name in their respective fields.LinkNo
You must enter an expected end date LinkNo
You must enter an expected start date LinkNo
You must specify a plan item name LinkNo
You must specify a planned sub goalLinkNo
Workflows
When page is loaded
None
When page is submitted
WorkflowDescription
CURAMSTANDARDCASETASKThis workflow process is a generic workflow process that is used to create standard tasks for a case within the following functional areas - Milestone Delivery, Income Screening, and Service Planning.
DEFAULTCASENOTIFICATIONDefault Case Notification Workflow - Allocates the Notification to the specified user
DEFAULTNOTIFICATIONDefault Notification Workflow - Allocates the Notification to the specified user
Related Entities
Technical Information
Page IDAddProspectEmployer_registerWizard
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\ProspectEmployer\Registration\Wizard\AddProspectEmployer_registerWizard.uim
Page Load InterfaceParticipantRegistration.getAddProspectEmployerDetails, ParticipantRegistration.getAddProspectEmployerSearchCriteria, ParticipantRegistration.getAddProspectEmployerWizard
Page Submit InterfaceParticipantRegistration.setAddProspectEmployerDetails
Linked From PagesAdd Prospect Employer (AddProspectEmployer_duplicateCheckWizard)