Description
This page allows you to record a communication. Recorded communications are used to capture details about communications that are issued outside the system. Typically these are communications received by the organization. For example, when a client returns a completed application form, the user can scan the form and attach it to the communication as an electronic file. There are, however, circumstances when the organization issues communications without using Cúram to create them. For example, a caseworker may phone a client and follow up this phone conversation with notes. Cúram provides the ability to enter the details for this phone call, like the date and time of the phone call, and the topics discussed.
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Fields
LabelTypeDescriptionMandatory
SubjectCOMM_SUBJECT_TEXTSubject of the communication.Yes
TextCOMMUNICATION_TEXTText of the communication you are recording.Yes
DirectionCOMMUNICATION_DIRECTION_CODEYou can select whether the communication that you wish to record on the system has been received by the organization or sent by the organization. If you select "Outgoing", you are indicating that the communication has been sent by the organization. If you select "Incoming", you are indicating that the communication has been received by the organization.No
DateCURAM_DATEDate on which the existing communication is received or sent. For incoming communications, enter the date the communication is received by the organization; for outgoing communications, enter the date the communication is sent by the organization.No
MethodCOMMUNICATION_METHOD_CODECommunication method, e.g., email, hard copy, fax, from the drop-down list of methods. Your system administrator can add a new communication method via the Code Tables (see "Code Tables" in the Cúram Administration Guide).No
TypeCOMMUNICATION_TYPE_CODECorrespondent type that relates to a coded description of the communication co-respondent, e.g., client, employer or representative.No
Correspondent TypeCORRESPONDENT_CODECorrespondent type that relates to a coded description of the communication co-respondent, e.g., client, employer or representative.Yes
Select AddressADDRESS_DATAParticipant's address. Your organization determines the correct address formatting.No
LabelTypeDescriptionMandatory
Select AddressADDRESS_IDParticipant's address. Your organization determines the correct address formatting.No
LabelTypeDescriptionMandatory
Select EmailEMAIL_ADDRESS_IDCorrespondent's email addressNo
Email AddressEMAIL_ADDRESSCorrespondent's email address. Note that if you are recording an email address for an unregistered participant, you must enter the email address. For all other communication methods, you have the option to enter the email address.No
LabelTypeDescriptionMandatory
Select Fax/PhonePHONE_NUMBER_IDParticipant's phone number.No
Fax/Phone
LabelTypeDescriptionMandatory
Phone Country CodePHONE_COUNTRY_CODEParticipant phone country code details.No
Phone Area CodePHONE_AREA_CODEParticipant phone area code details.No
Phone NumberPHONE_NUMBERParticipant phone number details.No
Phone ExtensionPHONE_EXTENSIONParticipant phone extension.No
Associated Files
LabelTypeDescriptionMandatory
File LocationFILE_LOCATIONLocation of an associated file. No
File ReferenceFILE_REFERENCE_NUMBERReference information regarding an associated file. No
Document LocationDOCUMENT_LOCATIONLocation of an associated document. No
Document ReferenceDOCUMENT_REFERENCE_NUMBERReference information regarding an associated document. No
Comments
LabelTypeDescriptionMandatory
CommentsCOMMENTSUser comments on this record.No
Links and Actions
Page Level Actions
LabelDescription
Cancel The Cancel action dismisses the page.
Save The Save action creates a new record from the information entered on the page.
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
Address data line %1n is not in correct format.LinkNo
Address header information is missing or invalid.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
Attempt to map a freeform address as a non-freeform.LinkNo
Invalid address layout type %1s specified in address header.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
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
The end date of the primary address has passed.LinkNo
The end date of the primary email address has passedLinkNo
The end date of the primary phone number must not be in the past.LinkYesbpomaintainconcernrolephone.err_concernroleephone_fv_date_passed|a|
The following communication exceptions exist for the correspondent %1s: %2s.LinkNo
The login ID %1s does not map to a user name.LinkNo
The login ID %1s does not map to a user name.LinkNo
The login ID %1s does not map to a user name.LinkNo
The login ID %1s does not map to a user name.LinkNo
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
%1s %2sLinkNo
%1s %2s (%3n)LinkNo
%1s %2s %3sLinkNo
%1s %2s %3s (%4n)LinkNo
%1s %2s %3s %4sLinkNo
A Case Member cannot be added to a case with a status of Closed.LinkYescaseparticipantrole.err_participantrole_member_added_case_closed|a|
A Case Member cannot be added to a case with a status of Closed.LinkYesbpocaseparticipantrole.err_case_status_closed|a|
A client that is currently marked as a duplicate cannot be assigned as a new case member.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 details of a client that is currently marked as a duplicate cannot be deleted.LinkNo
Address header information is missing or invalid.LinkNo
Address type must not be blank.LinkNo
A fax/phone number must be selected or a new fax/phone number entered but not both.LinkNo
An active organization structure must exist.LinkNo
An address must be selected or a new address entered but not both.LinkNo
An attachment receipt date cannot be later than today.LinkNo
An email address must be selected or a new email address entered but not both.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 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
Attempt to map a freeform address as a non-freeform.LinkNo
Business Process class %1s for plan of type %2c is not assignable to type %3s.LinkNo
Concern role must be registered.LinkNo
Either file location and reference or file attachment must be entered.LinkNo
Either the organization object reference or user name must be entered.LinkNo
Email must be specified.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
External Document System is not configuredLinkNo
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
If the correspondent is not the client the correspondent type must not be of type Client.LinkNo
If the correspondent is not the primary client the correspondent type must not be of type Client.LinkNo
If the correspondent is the client then the correspondent type must be Client.LinkNo
If the correspondent is the primary client then the correspondent type must be Client.LinkNo
Invalid address layout type %1s specified in address header.LinkNo
Multiple participant data cases found for concern role.LinkNo
New address details cannot be added for a client that is currently marked as a duplicate.LinkNo
New communication details cannot be added for a client that is currently marked as a duplicate.LinkNo
New email addresses cannot be added for a client that is currently marked as a duplicate.LinkNo
New phone 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 number invalid. Phone number cannot be blank.LinkNo
Responsibility must be entered. LinkNo
Sensitivity must be supplied.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 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 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 date for this communication must not be in the future.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 end date must be before %1s end date - %2d.LinkNo
The end date of the primary address has passed.LinkNo
The end date of the primary email address has passedLinkNo
The end date of the primary phone number has passed.LinkNo
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 Key Server cache and the Key Server database values are out of sync and therefore this record cannot be inserted. LinkNo
The login ID %1s does not map to a user name.LinkNo
The owner must be entered. LinkNo
The phone number %1s already exists for %2s.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 start date must be after the date of birth of %1s of %2d.LinkNo
The start date must be after the registration date of %1s of %2d.LinkNo
The start date must be before %1s end date - %2d.LinkNo
The subject must be entered.LinkNo
The supplied address data is empty.LinkNo
The VerificationController class cannot be found.LinkNo
The VerificationController class cannot be instantiated.LinkNo
This action cannot be carried out as participant data case is enabled for persons/prospect persons.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 record has already been deleted.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
To date must not be later than today.LinkNo
Type must be entered.LinkNo
Type must be specified.LinkNo
User must be assigned to a position.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 delete the primary address. Please assign a different primary address before attempting to remove this address.LinkNo
You cannot delete the primary address. Please create another address and assign it as the primary address before attempting to delete this address.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 modify this record as it has been deleted.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 enter an expected end date LinkNo
You must enter an expected start date LinkNo
You must provide the email address for this communication.LinkNo
You must provide the fax number for this correspondent.LinkNo
You must provide the phone number for this correspondent.LinkNo
You must specify a plan item name LinkNo
You must specify a planned sub goalLinkNo
You must supply a correspondent name for this communication.LinkNo
You must supply a subject for this communication.LinkNo
You should provide either file location and reference or file attachment but not both.LinkNo
Workflows
When page is loaded
None
When page is submitted
WorkflowDescription
COMMUNICATIONSFORDUPLICATECLIENTNotifies the case owner of a case that a communication has been created within the case for a case participant that is a duplicate client.
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 IDParticipant_recordCommunication
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Participant\Communication\Record Communication\Participant_recordCommunication.uim
Page Load InterfaceParticipant.listAddressString, Participant.listEmailAddress, Participant.listExceptions, Participant.listPhoneNumber
Page Submit InterfaceCommunication.createRecordedComm1
Linked From PagesRecord Communication (Case_getRecordCommCorrespondent), Record Communication (Participant_getRecordCommCorrespondent)