2.27.00 Release Notes

Enhancements

Enhancement#

Primary Function

Enhancement Detail

ENH-468

Batch Issuance

R10: To accommodate the R10 requirement for this enhancement, a new Issue to Checked Participants button was added to the following screens:

• Batch Issue Resolution (Clinic)

• Batch Issue Resolution (State Office)

The new Issue to Checked Participants button allows users to create a batch issuance record and generate food instruments for a batch of participants.

When the Issue to Checked Participants button is clicked, the following new screen displays (based on application module):

• Generate Batch Options (Clinic)

• Generate Batch Options (State Office)

The new Generate Batch Options screen allows the user to select which food instruments to issue by checking the check boxes in the editable data grid. Users also have the options to generate address labels or receipt confirmation letters by checking the check boxes available. When the OK button is clicked on the screen, the issuance process completes and the results of the process are displayed on the following new screens (based on application module):

• Event Log - Batch Issue (Clinic)

• Event Log - Batch Issue (State Office)

Batch Issuance Management

R11: To accommodate the R11 requirement for this enhancement, the following new screens were added:

• Generate Batch Options (Clinic)

• Generate Batch Options (State Office)

The new Generate Batch Options screen allows the user to select which food instruments to issue by checking the check boxes in the editable data grid. All of the food instruments displayed are initially checked as the default. Users also have the options to generate address labels or receipt confirmation letters by checking the check boxes available.

Batch Issuance

R12: To accommodate the R12 requirement for this enhancement, code was added to ensure that any batch issuance operations occurring within the SPIRIT WIC system automatically include the last set of benefits without requiring user interaction or intervention.

Batch Issuance Management

R13: To accommodate the R13 requirement for this enhancement, a new Batch Issue Management sub-menu was added to the following menus:

• Participant List Activities menu (Clinic)

• Participant List Activities menu (State Office)

The new Batch Issue Management sub-menu contains the following sub-menu options:

• Batch Issue Resolution

• Batch Issue History

When the Batch Issue History sub-menu option is selected, the following new screen displays (based on application module):

• Batch Issue History (Clinic)

• Batch Issue History (State Office)

The new Batch Issue History screen is used as a dashboard to search for historical batch issuance records, view detailed batch issuance information, unlock households, and to void and reprint batch issuances.

Users can search for historical batch issuance records on the screen, and a date range that includes the previous three months of batch issuance records is initially specified as filter criteria. The list of results displayed can also be filtered by Agency, Clinic, State WIC ID, and Household ID.

A Void Entire Batch button allows users to void all of the food instruments within a selected batch issuance record. When the button is clicked, the following new screen displays (based on application module):

• Void Entire Batch (Clinic)

• Void Entire Batch (State Office)

A Batch Details button allows users to detailed information for a selected batch issuance record. When the button is clicked, the following new screen displays (based on application module):

• Batch Details (Clinic)

• Batch Details (State Office)

On the Batch Details screen, a Void Checked Benefits button allows users to void selected food instruments. When the button is clicked, the following new screen displays (based on application module):

• Void Checked Benefits (Clinic)

• Void Checked Benefits (State Office)

Users must have full benefit issuance permissions to create a batch issuance record and issue batch benefits (permission ID 106).

On the Batch Details screen, a Reprint Checked button allows users to void selected food instruments. When the button is clicked, the following new screen displays (based on application module):

• Reprint Checked (Clinic)

• Reprint Checked (State Office)

An Unlock Locked Households button allows users to unlock an entire group of households that have been locked by the batch printing process.

A Reprint Entire Batch button allows users to void and reprint all of the food instruments within a selected batch issuance record. When the button is clicked, the following new screen displays (based on application module):

• Reprint Entire Batch (Clinic)

• Reprint Entire Batch (State Office)

Returned Receipt Confirmation

R14: To accommodate the R14 requirement for this enhancement, functionality was added that allows users to record the return of a receipt confirmation letter on the following screens SPIRIT WIC system:

• Batch Details (Clinic)

• Batch Details (State Office)

In the Food Instruments editable data grid on the Batch Details screen, users can click the Enter button in the Receipt Confirmed column to display the following new screen (based on application module):

• Receipt Confirmation Received (Clinic)

• Receipt Confirmation Received (State Office)

The new Receipt Confirmation Received screen can be used to scan, view, or delete receipt confirmation documents.

Reported Issues

Issue#

Primary Function

Issue Detail

Issue Resolution

CDP-4

End of Day

When an infant was recertified the day before their first birthday, a pseudo certification to change the infant to a child was not being created when the End of Day process ran.

Since the WIC status was changed from Infant to Child to create the pseudo certification, the code was modified to pass the WICStatusChange parameter as true so that the SPIRIT WIC system will allow the creation of a pseudo certification even though there are two certification records with the same certification effective date.

Additionally, the code was modified to create a pseudo certification if the certification start date is less than or equal to today's date.

Since the pseudo certification is created now during End of Day Processing, and assigned risk factors are carried over as well.

CDP-6

End of Day

Mid-Certification Assessment (MCA) records were not being updated for infants with new certification IDs for child pseudo certifications, which resulted in the removal of the MCA date after the End of Day process ran.

The trg_insert_CERTCONTACT trigger for pseudo certifications was updated in the SPIRIT WIC system as follows:

• "Else" logic was added to compare the latest two CERTCONTACT records and check if the WIC status was changed from Infant to Child.

• Code was implemented to ignore the WIC status to get the mid-certification ID if a pseudo certification was created due to a WIC status change from Infant to Child.

CDP-47

Batch Issue Resolution

The Batch Issue Resolution screen allowed users to indicate that participants were able to receive batch-mailed benefits, but it did not provide a method to indicate that participants were no longer able to receive batch-mailed benefits (change participants back to clinic pick-up).

The SPIRIT WIC system was modified as follows:

• The Set Checked to Batch Mailed button was removed from the following screens:

• Batch Issue History (Clinic)

• Batch Issue History (State Office)

• A new Clinic is in Emergency Batch Mode check box was added to the Clinic screen in the Reference Utility application module.

• A new Emergency Batch text and value label was added to the Clinic Detail pane on the Agency/Clinic screen in the Reference Utility application module.

Additionally, the uspGetParticipantsForBatch procedure was updated to pull records belonging to clinics that are placed in emergency batch operation mode but have a pick-up issuance type.

CDP-93

Risk Factors

CPA-assigned risk factors from a breastfeeding certification were carried over to a new pregnant certification when the Currently Breastfeeding Infant check box was checked on the Pregnancy Information screen and option selected in the Breastfeeding Amount drop-down list box was "Partially Breastfeeding" or "Fully Breastfeeding".

CDP identified that an InvokedByCGS flag exists on the Member object, which tells the object when to load, or carry over, old risk factors. The InvokedByCGS flag was set to "true" early in the function, but it was not "true" for the entire function. The flag also was not saved to the database.

As a result, when the user saved the Member object (or the parent Participant object), the correct value in the flag was cleared. When the breastfeeding amount was changed for a pregnant women, the risk factors were being recalculated based on the parent Participant object, which reloaded all the risk factors since the flag had been cleared.

Therefore, to ensure that the old breastfeeding certification's risk factors did not carry over, the code was modified to reset the InvokedByCGS flag to "true" after the save so that it remains "true" for the entire function in the Member object.

CDP-139

Batch Issue Resolution Administration

The Batch Issue Resolution Administration job in the Scheduled Job Administration application module required users to have full access permissions to process records correctly.

CDP determined that the uspGetParticipantsForBatchPreprocess procedure was using the user ID to get the clinics based on its access level. If a user didn't have access to any clinics, then the batch job wouldn't process any records.

Therefore, the user ID logic was removed from the uspGetParticipantsForBatchPreprocess procedure since the Batch Issue Resolution Administration job should always process records in all agencies/clinics.

CDP-174

Woman Health Information

The Live Birth within 18 Months check box was incorrectly enabled on the following screens:

• Postpartum Information (Central Administrative Site)

• Postpartum Information (State Office)

A condition was added to disable the Live Birth within 18 Months check box on the following screens in the SPIRIT WIC system:

• Postpartum Information (Central Administrative Site)

• Pregnancy Information (Central Administrative Site)

• Postpartum Information (State Office)

• Pregnancy Information (State Office)

DFDD Updates

Issue#

DFDD Location

DFDD Resolution

ENH-468

Appendix

(busrule.chm)

Changes to the Appendix DFDD are documented below.

In Appendix B, the UsesBatchIssuance business rule was updated to reflect the new Batch Issue Management menu option on the following menus:

• Activities menu (Participant List screen) (Clinic)

• Activities menu (Participant List screen) (State Office)

In the Appendix D, permission ID 836 in the Participant Management Feature Group of the Permissions Matrix was updated as follows:

• The View permission was revised to include documentation for the following functions:

• Batch Issue Management menu option (Clinic)

• Batch Issue Management menu option (State Office)

• Batch Details (Clinic)

• Batch Details (State Office)

• Batch Issue History (Clinic)

• Batch Issue History (State Office)

• The Full permission was revised to include documentation for the following functions:

• Batch Issue Management menu option (Clinic)

• Batch Issue Management menu option (State Office)

• Batch Details (Clinic)

• Batch Details (State Office)

• Batch Issue History (Clinic)

• Batch Issue History (State Office)

In Appendix D, the Messages Matrix was updated as follows:

• A new standard confirmation message C0082 was added.

• The following changes were made to the standard error message E0048:

• The following Variant Text content was added:

"Unable to void and reprint checks as checks have been expired or stolen or lost or paid or voided and reprinted."

• The following Message Trigger content was added:

"A food instrument record cannot be reprinted."

• The following changes were made to the standard error message E0239:

• The following Variant Text content was added:

"Please select a benefit row to void."

• The following Message Trigger content was added:

"No check box is checked for any row in the editable data grid."

• Since the Max Rows Returned text box was removed from the Search Criteria group box on the Batch Issue Resolution screen, the following changes were made to the standard error message E0350:

• The following Variant Text content was removed:

"The search results returned more than the maximum number of records specified in the Max Rows Returned text box."

• The following Notes content was removed:

"The variable {number of records} refers to the value specified in the Max Rows Returned text box."

• A new standard information message I0081 was added.

• A new standard information message I0082 was added.

Clinic

(clinic.chm)

Changes to the Clinic DFDD are documented below.

The following changes were made to the Activities menu topic on the Participant List screen:

• The existing Batch Issue Resolution menu option was removed.

• A new Batch Issue Management menu option was added that contains the following sub-menu options:

• Batch Issue Resolution

• Batch Issue History

The following changes were made to the Batch Issue Resolution topic:

• The Max Rows Returned text box was removed from the Search Criteria group box.

• The following changes were made to the Batch Issue Resolution editable data grid:

• A new # column was added before the Select column as a numeric record identifier.

• The Issuance Type column was relocated between the Middle Initial column and the Agency column.

• A new Issue to Checked Participants button was added beneath the data grid beside the Close button.

• The Set Checked to Batch Mailed button was removed.

The Close button on the Benefit Details topic was updated to address the call from the Batch Details screen.

The following changes were made to the Scan Document topic:

• The Screen Access section was updated to accommodate access from the Receipt Confirmation Received screen.

• The documentation detailing the processing that occurs when the OK button is clicked was rewritten to accommodate the new document scanning functionality from the Receipt Confirmation Received screen.

The following new topics were added to the Clinic DFDD:

• Batch Issue History

• Batch Details

• Event Log - Batch Issue

• Event Log - Batch Issue Reprint

• Event Log - Batch Issue Void

• Generate Batch Options

• Receipt Confirmation Received

• Select Source

• Reprint Checked

• Reprint Entire Batch

• Void Checked Benefits

• Void Entire Batch

State Office

(stateofc.chm)

Changes to the State Office DFDD are documented below.

The following changes were made to the Activities menu topic on the Participant List screen:

• The existing Batch Issue Resolution menu option was removed.

• A new Batch Issue Management menu option was added that contains the following sub-menu options:

• Batch Issue Resolution

• Batch Issue History

The following changes were made to the Batch Issue Resolution topic:

• The Max Rows Returned text box was removed from the Search Criteria group box.

• The following changes were made to the Batch Issue Resolution editable data grid:

• A new # column was added before the Select column as a numeric record identifier.

• The Issuance Type column was relocated between the Middle Initial column and the Agency column.

• The following note was added to the documentation for the Open Participant Folder button:

• A new Issue to Checked Participants button was added beneath the data grid beside the Close button.

• The Set Checked to Batch Mailed button was removed.

The Close button on the Benefit Details topic was updated to address the call from the Batch Details screen.

The following new topics were added to the State Office DFDD:

• Batch Issue History

• Batch Details

• Event Log - Batch Issue

• Event Log - Batch Issue Reprint

• Event Log - Batch Issue Void

• Generate Batch Options

• Receipt Confirmation Received

• Scan Document

• Select Source

• Reprint Checked

• Reprint Entire Batch

• Void Checked Benefits

• Void Entire Batch

System Administration

(sysadmn.chm)

The Event Logs section in the Event Log topic of the System Administration DFDD was modified to include hypertext links to the three new Event Log topics listed below.

The following new topics were added to the System Administration DFDD:

• Event Log - Batch Issue

• Event Log - Batch Issue Reprint

• Event Log - Batch Issue Void

CDP-47

Clinic

(clinic.chm)

In the Clinic DFDD, the Set Checked to Batch Mailed button was removed from the Batch Issue Resolution screen.

Reference Utility

(refutil.chm)

Changes to the Reference Utility DFDD are documented below.

• A new Clinic is in Emergency Batch Mode check box was added to the Clinic topic in the Reference Utility application module.

• A new Emergency Batch text and value label was added to the Clinic Detail pane on the Agency/Clinic topic.

State Office

(stateofc.chm)

In the State Office DFDD, the Set Checked to Batch Mailed button was removed from the Batch Issue Resolution screen.