The Client record contains all information for a particular client. This includes personal information and a history of interactions with the organisation. It is possible for duplicate client records to be created due to user error, misspelling or miscommunication. Duplicate entries should be merged to ensure all client information is…
DEX Reporting requires certain client data to always be contained in the upload file. Other data may not be mandatory but will be validated if it is included. The majority of this validation is performed by your database, either by requiring the data to save the client record, or during…
If you receive an SLK error from the Client Compliance report, or from the DEX Portal, the Client record must be updated and the SLK re-generated. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select Clients from the top menu Step…
DEX Portal File Processing returns the following error: Error The case is locked and cannot be changed as the program activity has ended. Cause The Funding Source has expired in the DEX Portal Action Log into your DEX Portal Extend the end date of the funding source Wait for the…
DEX Portal File Processing returns the following error: Error Service Type Id xx does not exist or you do not have access to it. Cause The Funding Source has expired in the DEX Portal or Service ID is incorrect Action Log into your DEX Portal Extend the end date of…
DEX Portal File Processing returns the following error: Error The session cannot be changed as it is outside of the data reporting period. Cause The session was reported in a previous DEX Reporting period. The date of the session has since been changed and it is now being reported again. Check…
DEX Portal File Processing returns the following error: Error A client must be recorded against the case. Please enter the number of unidentified clients greater than zero (0) or attach at least one identified or de-identified client to the case. Cause No Session Attendee exists on the session Action Find…
When uploading a bulk XML upload to the Data Exchange (DEX), you may receive errors. Errors may occur due to a number of reasons, usually related to incorrect or missing data. Instructions Step 1. Create your XML Bulk Upload file (refer to the Create a DEX Activity Report article for…
DEX Portal File Processing returns the following error: Error Session Date dd/mm/yyyy is outside the data entry reporting period. Session date must fall within the reporting period dd/mm/yyyy to dd/mm/yyyy. Cause A Session has been included which is outside of the current reporting period. Action Open the DEX Reporting Page…
DEX Portal File Processing returns the following error: Error The element ‘Session’ has invalid child element ‘TotalNumberofUnidentifiedClients’. List of possible elements expected: ‘ServiceTypeId’. Cause Problem with the session record Action Open the Session record in your database. Click Edit. Amend any data errors, set an assistance type value if required….