Migration: Client records

Created by Rocky Webster, Modified on Thu, 11 Jun 2020 at 03:50 PM by Rocky Webster

Client records now require less information, so some of the client data in CV1 has no home in CV2.

 

The ethnicity list in CV2 is much simpler than in CV1, so all the very specific ethnicity types in CV1 have been mapped to more general ones in CV2. 

 

CV1 (Client Record)

CV2 (Client Record)

This section is found under ‘View all details’ on the Case page

Client ID

Client number

First name

First name

Middle name

 

Last name

Last name

Client assigned to

Client assigned to

Client interviewed by

 

Income type

Now in bugdet worksheet

Ethnicity

Ethnicity

Second ethnicity

 

Country of birth

 

Iwi

Iwi

WINZ number

 

Referral points

Referral points

Date of birth

Date of birth

Age bracket

 

Gender

Gender

Number of dependents

Number of dependents under 18

Date of birth of youngest dependent

 

Email address

Email address

Home phone

Phone number

Work phone

 

Mobile phone

Mobile number

Mailing address

Mailing address

Suburb

Suburb

City

City

Post code

 



Download Client Voices Data Migration document

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