Benefits History

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The Benefits History screen allows the user to view the benefits issued to the participant. Additionally, the user can view the food items on the selected benefit.

Benefits History screen

Screen Access

Display the Participant Folder screen for a client > Click the Benefits History tab.

Interface Initialization

Upon initial display of the screen, the following occurs:

The title bar text is set to "[MEMBER.FIRSTNAME MEMBER.MIDDLEINITIAL MEMBER.LASTNAME] - {descriptive value of age} - WIC ID: [MEMBER.STATEWICID] Household ID: [MEMBER.HOUSEHOLDID]", where {descriptive value of age} equals:

For infants, display "XX" Months "XX" Days, calculated from the Date of Birth.

For children, display "XX" Year(s) "XX" Months "XX" Days calculated from the Date of Birth.
For pregnant women, display "XX" weeks gestation calculated from the LMP start date.
For pregnant women without an LMP date, display "XX" Year(s) calculated from the Date of Birth.
For breastfeeding and non-breastfeeding women, display "XX" Years calculated from the Date of Birth.

The tab title is set to "Benefits History".

The Filter Criteria group box is visible and contains the following control(s):

The Status drop-down list box is visible, enabled, and the "Any" option is initially selected as the default.
The Date Range From calendar control is visible, enabled, and initially displays the first First Date to Use (FDTU) date of all benefit sets initially displayed in the tree list for the participant.
The To calendar control is visible, enabled, and initially displays the last Last Date to Use (LDTU) date of all benefit sets initially displayed in the tree list for the participant.
The Informational Text is not visible. This Informational Text displays only after search functions are performed.

The Search button is visible and enabled as the default.

The Reset button is visible and enabled as the default.

The Benefits History tree list is visible, enabled, and displays the following:

The Food Instrument Set node displays the chequ02E_new.gif icon and text in the format of <[printed first date to use (MM/DD/CCYY), shown if different from FDTU]> [FDTU (MM/DD/CCYY)] - [LDTU (MM/DD/CCYY)] | ["Cycle Adjusted" if cycle adjusted] | ["Added" if added set] | ["Replacement" if replacement set] | [Package Size if prorated] | [Food Instrument Set Category] Agency [Agency ID] | Clinic [Clinic ID] | Batch ID - [BATCHISSUEDETAIL.BATCHISSUEID].
The Benefit node displays the chequ02E_new.gif icon and text in the format of: [Benefit Number] | ["Reprint" if reprinted benefit] | ["VOIDED" if voided] [voided date if voided (MM/DD/CCYY)] | ["Marked Lost" if marked lost] [marked lost date if marked lost (MM/DD/CCYY)] | ["Marked Stolen" if marked stolen] [marked stolen date if marked stolen (MM/DD/CCYY)] | ["Direct Shipped" if direct shipped]. If the benefit was marked lost/stolen, the entire row displays in bold red text.
The Food Item node displays text in the format of {quantity of food item} {description of food item}.

All nodes default to collapsed.

The Print Order button is visible and enabled if a direct ship item is selected in the tree list. Otherwise, it is disabled.

The Print Receipt button is visible and enabled if a direct ship item is selected in the tree list. Otherwise, it is disabled.

The Show Details button is visible and disabled.

The current system date and time is displayed in the status bar at the bottom right of the screen.

Screen Elements

Unless otherwise stated below, all controls on the Benefits History screen are visible and enabled when:

The screen is active.

If one or more special conditions exist that affect a control on the Benefits History screen, the condition(s) are documented for that specific control below.

Filter Criteria group box

Complete the information in the Filter Criteria group box.

This group box includes controls that allow you to filter the Benefits History tree list. The title text of the group box is set to "Filter Criteria". When a control in the Filter Criteria group box is updated, the Search button must be clicked to update the results displayed in the Benefits History tree list.

The group box consists of the following control(s):

Status drop-down list box

In the Status drop-down list box, select the status on which to filter the content of the tree list. The following options are available in the drop-down list box:

Any
Not-Voided
Voided

Date Range From calendar control

Select or enter the date starting the date range in this calendar control.

The From date entered must be less than or equal to the To date. If it is not, a standard error message (E0047) displays when the screen is processed.

To calendar control

Select or enter the date ending the date range in this calendar control.

The dates entered in the From and To calendar controls must be equal to or between the first FDTU and the last LDTU of all benefits displayed within the Benefits History tree list. If not, the calendar controls reset to the default date displayed when focus is removed from the controls.

Informational Text value label

View the informational text on the screen in the Informational Text value label. Informational text is displayed at the top of the screen and provides information about the current process being performed.

If records are not found matching the specified filter criteria, the value label displays the text: "No search results found."

Search button

Click the Search button to perform a search and filter the results displayed in the tree list based on the filter criteria specified.

When Search is clicked, the tree list refreshes and displays results that match the specified filter criteria.

It has a mnemonic of "S".

If records are not found matching the specified filter criteria, no benefit sets display in the Benefits History tree list and the Informational Text value label displays the text: "No search results found."

If records are found matching the specified filter criteria, the Benefits History tree list refreshes and displays records that match the filter criteria specified in the Filter Criteria group box.

Reset button

Click the Reset button to reset and/or clear the search information.

It has a mnemonic of "R".

When the Reset button is clicked, the following processes occur:

The Status drop-down list box resets to the default option of "Any".
The Date Range From calendar control resets to the first date to use for the participant's current benefit set.
The To calendar control resets to the last date to use for the participant's current benefit set.
The Benefits History tree list resets and displays all historical benefit data for the participant.

Benefits History tree list

View items in the Benefits History tree list.

The control allows the user to view benefits for the participant along with the food items that comprise the food prescription on each benefit. The tree list is enabled when the Benefits History tab is active. Click an item in this tree list to select it. Click the plus sign next to an item to display the details of the item. It displays data in the following hierarchical structure:

Benefits root node

|_Food Instrument Set node

| |

| |__Benefit node

| | |

| | |__Food Item node

| | | |

| | | |__Returned/Recovered node or Return Qty node or Voided node

It is filled with all benefits issued for the participant. The benefits display in reverse chronological order according to the value of the First Date to Use. The most recent benefit node defaults to expanded. The data values on the tree list are read-only.

NOTE: Depending on your WIC Program, checks that have been marked as lost or stolen may be emphasized in the tree list.

Food Instrument Set node

This node displays information on each issued food instrument set for the participant, including the agency and Clinic at which the benefit was issued. All nodes default to collapsed. The node includes the chequ02E_new.gif icon and text in the format of:

Benefit node

This node displays the information on the issued benefit, the agency, and Clinic at which the benefit was issued. The node includes the chequ02E_new.gif icon and text in the format of: [Benefit Number] | ["Reprint" if reprinted benefit] | ["VOIDED" if voided] [voided date if voided (MM/DD/CCYY)] | ["Marked Lost" if marked lost] [marked lost date if marked lost (MM/DD/CCYY)] | ["Marked Stolen" if marked stolen] [marked stolen date if marked stolen (MM/DD/CCYY)] | ["Direct Shipped" if direct shipped].

If the EMPHASIZEMARKEDLOSTSTOLENSHECKSONCHECKSHISTORYTAB business rule is set to "Y", benefits that were marked as lost or marked as stolen are indicated by red bolded text in the Benefit node of the Benefits History tree list.

Food Item node

This node displays the food items that comprise the food prescription on a benefit. The node includes text in the format of {quantity of food item} {description of food item} | ["Service Site Redemption Qty: {quantity}" if service site redeemed] [service site redeemed date if service site redeemed (MM/DD/CCYY)] |.

Returned/Recovered node

This node displays for returned or recovered food items. The node includes text in the format of {RETURNED/RECOVERED} - {quantity of food item} {date}. The node displays the FOODINSTRUMENTITEMDETAIL record associated with the FOODINSTRUMENTITEM, where TRANSACTIONTYPEID determines the {RETURNED/RECOVERED} type, ITEMQUANTITY determines the {quantity of food item} amount, and CREATEDTTM determines the {date}.

Return Qty node

This node displays the quantity of returned service site redeemed food item(s), when applicable. The node includes text in the format of {Return Qty:} {quantity of food item} {date in MM/DD/CCYY format}.

Voided node

This node displays for voided food items. The node includes text in the format of {VOIDED} - {quantity of food item} {date}. The node displays the FOODINSTRUMENTITEMDETAIL record associated with the FOODINSTRUMENTITEM, where TRANSACTIONTYPEID determines the {VOIDED} type, ITEMQUANTITY determines the {quantity of food item} amount, and CREATEDTTM determines the {date}.

NOTE: For more information about service site redeemable food items, see the Understanding Service Site Redeemed Food Items topic in the Clinic Online Help System.

Print Order button

Click the Print Order button to print the order information of a direct ship food item currently selected in the Benefits History tree list.

The control is enabled when:

A direct-shipped food distribution item is selected in the tree list.

The system generates the Direct Shipped Benefit Items Order Report (Output) for the selected food item.

It has a mnemonic of "O".

Print Receipt button

Click the Print Receipt button to print the receipt of a direct ship food item currently selected in the Benefits History tree list.

The control is enabled when:

A direct-shipped food distribution item is selected in the tree list.

The system generates the Direct Shipment Formula Receipt Report (Output) for the selected food item.

It has a mnemonic of "R".

Show Details button

Click the Show Details button to view the details of the item currently selected in the tree list.

The control is enabled when:

A record is selected in the tree list.

It has a mnemonic of "D".

The Benefit Details screen displays when the button is clicked.

Processing

If data can be validated and saved on the screen, the following processes occur when the screen is processed:

A process to check for required controls as identified in the Data Map below is performed.
A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.
A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.
If any checks or processes fail, a standard error message displays.

If no data can be validated and saved on the screen:

No cross edits are performed.
All values are considered legitimate.
No data is written to the database.

Data Map

The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.

Control Label	Control Type	Table. Column	Notes
Filter Criteria	group box	·	·
~Status	drop-down list box	Public Status() As String = {"<Any>", "Voided", "Not-Voided"}	Required to perform a search.
~Date Range From	calendar control	Defaults to the lowest value for this participant from FOODINSTRUMENTSET. FIRSTUSEDATE	Required to perform a search.
~To	calendar control	Defaults to the highest value for this participant from FOODINSTRUMENTSET. LASTUSEDATE	Required to perform a search.
Informational Text	value label	·	·
Benefits History	tree list	·	·
Benefits	tree list root node	·	·
Food Instrument Set	tree list node	FOODINSTRUMENTSET. FIRSTUSEDATE – FOODINSTRUMENTSET. LASTUSEDATE FOODINSTRUMENTSET. WICSTATUS FOODINSTRUMENTSET. AGENCYID FOODINSTRUMENTSET. SERVICESITEID	This uses the V_FISET_HISTORY view.
Benefit	tree list node	FOODINSTRUMENT. SERIALNO	V_FI_HISTORY
Food Item	tree list node	FOODINSTRUMENTITEM. FOODITEMID FOODINSTRUMENTITEMDETAIL. ITEMQUANTITY SERVICESITEREDEMPTIONLOG. REDEEMEDQUANTITY	If REDEEMEDQUANTITY is > 0, "Service Site Redemption Qty: {quantity}" displays.
Returned/Recovered	tree list node	FOODINSTRUMENTITEMDETAIL. FOODINSTRUMENTITEM	The node displays the FOODINSTRUMENTITEMDETAIL record associated with the FOODINSTRUMENTITEM, where TRANSACTIONTYPEID determines the {RETURNED/RECOVERED} type, ITEMQUANTITY determines the {quantity of food item} amount, and CREATEDTTM determines the {date}.
Return Qty	tree list node	SERVICESITEREDEMPTIONLOG. REDEEMEDQUANTITY	If REDEEMEDQUANTITY is < 0, the Return Qty node displays the negative value of the REDEEMEDQUANTITY. For example, if the redeemed quantity = -9, "9" displays as the Return Qty.

~ Denotes a required control (if applicable). The process that checks for required controls does not occur on screens displayed in read-only or Details mode.

+ Denotes data written to the database when screen processing occurs (if applicable). The process that writes data to the database does not occur on screens displayed in read-only or Details mode.

Software Version: 2.40.00