Contact synchronization

You can configure import and update of contact data from the different contact registers that WorkZone supports such as CPR, CVR, SOR, and BFE.

On the start page, go to Services > Contact synchronization.
Click the tab that corresponds to the register that you want WorkZone to synchronize with, and fill in the settings.
Click the Schedule tab if you want to configure when the CVR and SOR synchronization should happen.

Schedule

If your organization synchronizes contact data with CPR, CVR or SOR, you can schedule when to perform the synchronization.

See Schedule CPR synchronization, Schedule CVR synchronization and Schedule SOR synchronization.

CPR

On this tab, you can configure CPR settings and Datafordeler certificates.

CPR lookup settings

If your organization uses CPR Lookup, you can configure if you want to see related contacts from the CPR register.

Prerequisite: To configure CPR Lookup settings, you must have the CONFIGADM access code.

Field	Description
Show related contacts:	Turn on this setting to see related contacts from the CPR register when adding new contacts or parties in WorkZone Client. When this option is disabled, results will only display a strict match of your search string.

CPR update settings

Field	Description
Only update contacts on open cases	Turn on this setting to only synchronize CPR contacts when they are parties on open cases. To comply with GDPR according to Datatilsynet (The Danish Data Protection Agency), the Contact update - CPR module only synchronizes contact information from Datafordeler to contacts that are parties on open cases. The setting is turned on by default. If you turn off the setting, all contact information is synchronized regardless of whether the cases are open or closed. Note: : If closed cases are reopened, the contacts on the reopened cases will be synchronized during the next scheduled contact synchronization update. If immediate updates of contact information on the reopened cases are needed, you can update the contacts manually using CPR lookup. For additional information, see Særligt for myndigheder og virksomheder (in Danish).
Set end date on deceased contacts	Sets an end date on contacts with CPR status code 90 (Deceased). The setting is enabled by default. When enabled: If the contact does not have an end date, the end date will be set. If the contact already has an end date, the end date will be updated. This means that contacts with status code 90 cannot be added to cases. When disabled: The end date will not be set. This means that contacts with status code 90 can be added to cases.

Field

Description

Only update contacts on open cases

Turn on this setting to only synchronize CPR contacts when they are parties on open cases. To comply with GDPR according to Datatilsynet (The Danish Data Protection Agency), the Contact update - CPR module only synchronizes contact information from Datafordeler to contacts that are parties on open cases. The setting is turned on by default.

If you turn off the setting, all contact information is synchronized regardless of whether the cases are open or closed.

Note: : If closed cases are reopened, the contacts on the reopened cases will be synchronized during the next scheduled contact synchronization update. If immediate updates of contact information on the reopened cases are needed, you can update the contacts manually using CPR lookup.

For additional information, see Særligt for myndigheder og virksomheder (in Danish).

Set end date on deceased contacts

Sets an end date on contacts with CPR status code 90 (Deceased). The setting is enabled by default.

When enabled:

If the contact does not have an end date, the end date will be set.
If the contact already has an end date, the end date will be updated.

This means that contacts with status code 90 cannot be added to cases.

When disabled:

The end date will not be set.

This means that contacts with status code 90 can be added to cases.

Datafordeler certificates

Prerequisite: To configure Datafordeler certificates settings, you must have the CONFIGADM access code.

You can view the expiration date of the current Datafordeler certificate that is used for CPR synchronization. Additionally, you can add and configure the Datafordeler certificate and specify whether to use public or private company access to Datafordeler.

Add or update a certificate

Click the CPR tab.
In the Certificate field, select the certificate file from your file system.
In the Password field, enter the password for the selected certificate.
Optionally, you can specify whether to use public or private access to CPR data. Enable the Is private option, if you require private company access to Datafordeler. This option is disabled by default.
Click Save.

See Configure CPR.

SOR

On this tab, you can manage the import and update of data from SOR (Sundhedsvæsenets Organisations Register). SOR is the Danish healthcare sector's organization register.

Field	Description
SOR integration enabled	Turn on, if you want to enable synchronization of SOR contact data into WorkZone.
Force full synchronization on nearest update	If the field is turned on, a full synchronization of SOR contacts in to WorkZone will be performed regardless of whether it has been done previously.
Full import URL	Enter the URL for full import of SOR data. The current URL is: https://sor-filer.sundhedsdata.dk/sor2_produktion/V1_00/data/SorEntity_daily.csv Click Test connection to ensure that the URL works.
Daily import URL	Enter the URL for daily import of SOR data.The current URL is: https://sor-filer.sundhedsdata.dk/sor2_produktion/V1_00/data/SorEntity_daily.csv Click Test connection to ensure that the URL works.
Type of contacts to synchronize	SOR data can only be synchronized with the H SOR unit contact type.

See SOR integration.