2.28.00 Release Notes

Enhancements

Enhancement#

Primary Function

Enhancement Detail

ENH-485

Swipe Card or Type PAN text box labels

Users wanted the Swipe Card or Type PAN text box labels to clearly indicate that end users can either insert a smart card in offline EBT environments or to swipe a card in online EBT environments.

To accommodate this enhancement request, the Swipe Card or Type PAN text box labels were changed to "Insert or Swipe Card, or Type PAN" on the following screens in the SPIRIT WIC system:

• Assign Card (Clinic)

• Assign Card (Vendor)

Proxy Card Issuance

Because EBAs only have one balance and that balance is stored on portable media (a smart card), only one card can be issued to a household in the WIC Program. In offline EBT environments, benefit balances are stored on smart cards instead of hosted systems. Therefore, users wanted to ensure that no proxy cards could be issued within the SPIRIT WIC system in offline EBT environments.

To accommodate this enhancement request, a new EBT_OFFLINE business rule was added to the SPIRIT WIC system. When the value of the EBT_OFFLINE business rule is set to "Y", the SPIRIT WIC system operates in offline EBT environment mode, which ensures that only one card can be issued to a household.

Compliance Buys

Vendor managers wanted the ability to issue compliance buy cards to use for investigative purposes during compliance buys at vendor store locations. Users requested that the compliance buy process in Electronic Benefit Transfer (EBT) environments be engineered to utilize the same forms used for compliance buys in paper-based checking environments.

Additionally, users needed the following additional functionality added to Electronic Benefit Transfer (EBT) environments for compliance buys:

• Create Compliance Buy EBA household accounts and participants,

• Assign cards,

• Issue benefits to assigned cards, and

• Enter information about the compliance buy benefits when a compliance buy is returned.

To accommodate this enhancement request, the following changes were made to the Vendor application module within the SPIRIT WIC system:

• The existing Compliance Buy Benefits screen was modified to allow the issuance of benefits in both paper-based checking and Electronic Benefit Transfer (EBT) environments.

• A new screen, New EBA Preparation, was added.

• The old Compliance Buy Wizard was removed. To create a Compliance Buy event and a Compliance Buy follow-up activity, the functionality was modified to perform as follows:

• When creating a new Compliance Buy event, the SPIRIT WIC system now adds the Compliance Buy event directly to the Vendor Events tree list on the All sub-tab.

• When creating a new Compliance Buy follow-up activity, the SPIRIT WIC system now adds the Compliance Buy follow-up activity directly to the selected event on the Vendor Events tree list of the All sub-tab.

Service Site Redemptions

Users wanted the SPIRIT WIC system to support the issuance of formula food items directly from clinic locations.

To accommodate this enhancement request, the following changes were made within the SPIRIT WIC system:

• A new Service Site Redemption group box was added to the Food Distribution Item screen in the Reference Utility application module. The controls in this new group box allow users to identify which benefits are allowed to be redeemed at clinic locations (service site redeemed).

• The following screens were modified to allow the selection of food items to be redeemed for participants at a clinic location:

• Aggregated Issuance for EBT Account (Clinic)

• Aggregated Issuance for EBT Account (Vendor)

• The Clinic application module within the SPIRIT WIC system was modified as follows:

• The Food Adjustment Wizard was modified to account for voids and returns of food items that were redeemed at clinic location.

• A new Return Redeemed Items screen was added to facilitate the return. (NOTE: The Return Redeemed Items screen was removed in Release 2.28.01.)

• Additionally, three new screens were added to allow users to view and filter a list of formula food items redeemed at clinic locations.

• View Service Site Redemptions (Central Administrative Site)

• View Service Site Redemptions (Clinic)

• View Service Site Redemptions (State Office)

Reset Smart Card PINs

Users wanted the ability to reset the PIN for a household's smart card within the SPIRIT WIC system.

To accommodate this enhancement request, a new Reset PIN button was added to the following screens in the SPIRIT WIC system:

• EBT Household Demographics (Clinic)

• EBT Household Demographics (Vendor)

In addition, functionality was added to allow resetting of a household's smart card PIN on a new Card Diagnostics screen in the Clinic application module.

Smart Card Diagnostics

Users wanted a Smart Card Diagnostics utility to perform smart card management functions.

To accommodate this enhancement request, the following changes were made to the Clinic application module within the SPIRIT WIC system:

• A new Card Diagnostics menu option was added to the Benefit Management menu.

• A new Card Diagnostics screen was added.

Additionally, the new Card Diagnostics screen in the Clinic application module was designed to include the following controls:

• Card Number text and value label

• Status text and value label

• Status Reason text and value label

DFDD Updates

Issue#

DFDD Location

DFDD Resolution

ENH-485

Appendix

(busrule.chm)

Changes to the Appendix DFDD for ENH-485 are documented below.

In Appendix B, the following new business rules were added:

• EBT_OFFLINE

• VNDR_COMPBUY_FI_ENABLE_DELIVERYTYPE_EBT

In Appendix D, the following updates were made to the Messages Matrix:

• The standard information message I0007 was updated as follows:

"Current and future benefits were successfully voided. Direct shipped benefits with a paid date were not voided. Clinic-Redeemed Items that were returned were voided."

• The following new standard error messages were added:

• E0423

• E0424

Central Administrative Site

(centadmn.chm)

Changes to the Central Administrative Site DFDD for ENH-485 are documented below.

The following changes were made to the Benefits History screen topic:

• In the Screen Elements section, the Benefits History tree list was updated as follows:

• The Food Item node was updated as follows to include information about the new service site redeemed labels:

• A new Return Qty node was added.

• The Data Map section was updated to document the new service site redeemed labels in the Benefits History tree list.

A new View Service Site Redemptions menu option was added to the Activities menu (Participant List) topic.

A new View Service Site Redemptions screen topic was added to the Central Administrative Site DFDD.

Clinic

(clinic.chm)

Changes to the Clinic DFDD for ENH-485 are documented below.

References to the Swipe Card or Type PAN text box label were changed to "Insert or Swipe Card, or Type PAN" on the following screen topics:

• Assign Card

• Capture Signature for Card

The following changes were made to the EBT Household Demographics screen topic:

• The Interface Initialization section was updated as follows:

• The conditions affecting the Assign Card button based on the value of the new EBT_OFFLINE business rule were added.

• The conditions affecting the Reset Bad PIN Count button based on the value of the new EBT_OFFLINE business rule were added.

• A new Reset PIN button was added.

• The Screen Elements section was updated as follows:

• The Assign Card button was updated to document the conditions affecting the button based on the value of the new EBT_OFFLINE business rule.

• A new Reset PIN button was added.

The following changes were made to the Food Adjustment Wizard screen topic:

• The following paragraph was added to the Void Current and Future Benefits radio button in the Adjustment Options radio button group:

• The following sentence was added to the OK button click process:

"Additionally, if the participant's benefit set contained formula food items that were redeemed at a clinic location (service site redeemed), the Return Redeemed Items screen displays." (NOTE: The Return Redeemed Items screen was removed in Release 2.28.01.)

A new Return Redeemed Items screen topic was added. (NOTE: The Return Redeemed Items screen was removed in Release 2.28.01.)

A new View Service Site Redemptions menu option was added to the Activities menu (Participant List) topic.

A new View Service Site Redemptions screen topic was added.

A new Understanding Service Site Redeemed Food Items advanced concept topic was added.

The following changes were made to the Aggregated Issuance for EBT Account screen topic:

• The Interface Initialization section was updated to document the two new controls referenced below and to indicate that none of the rows in the data grid are initially selected as the default.

• The following changes were made to the Screen Elements section:

• A new Service Site Redemption Qty masked edit box and spin control was added.

• A new Redeem button was added.

• The Data Map section was updated to document the two new controls.

The following changes were made to the Benefits History screen topic:

• In the Screen Elements section, the Benefits History tree list was updated as follows:

• The Food Item node was updated as follows to include information about the new service site redeemed label:

• A new Return Qty node was added.

• The Data Map section was updated to document the two new service site redeemed labels in the Benefits History tree list.

A new Card Diagnostics menu option was added to the Benefit Management menu topic.

A new Card Diagnostics screen topic was added.

Reference Utility

(refutil.chm)

A new Service Site Redemption group box was added to the Food Distribution Item screen topic in the Reference Utility DFDD.

State Office

(stateofc.chm)

Changes to the State Office DFDD for ENH-485 are documented below.

The following changes were made to the Benefits History screen topic:

• In the Screen Elements section, the Benefits History tree list was updated as follows:

• The Food Item node was updated as follows to include information about the new service site redeemed label:

• A new Return Qty node was added.

• The Data Map section was updated to document the two new service site redeemed labels in the Benefits History tree list.

A new View Service Site Redemptions menu option was added to the Activities menu (Participant List) topic.

A new View Service Site Redemptions screen topic was added to the State Office DFDD.

Vendor

(vendor.chm)

Changes to the Vendor DFDD for ENH-485 are documented below.

References to the Swipe Card or Type PAN text box label were changed to "Insert or Swipe Card, or Type PAN" on the following screen topics:

• Assign Card

• Capture Signature for Card

The following changes were made to the EBT Household Demographics screen topic:

• The Interface Initialization section was updated as follows:

• The conditions affecting the Assign Card button based on the value of the new EBT_OFFLINE business rule were added.

• The conditions affecting the Reset Bad PIN Count button based on the value of the new EBT_OFFLINE business rule were added.

• A new Reset PIN button was added.

• The Screen Elements section was updated as follows:

• The Assign Card button was updated to document the conditions affecting the button based on the value of the new EBT_OFFLINE business rule.

• A new Reset PIN button was added.

The following topics documented the old Compliance Buy Wizard and were removed entirely from the Vendor DFDD:

• Compliance Buy (Participant Information)

• Compliance Buy (Food Prescription)

• Food Prescription

• Add Food Item

• Edit Food Item

• Food Item Distribution

• Food Prescription Item Limit Details

A new Compliance Buy topic was added to document the new Compliance Buy event and follow-up activity processes.

Below the OK button on the Events screen topic, the Compliance Buy bullet was updated as follows:

When the Compliance Buy event is selected, a Compliance Buy event is added directly to the Vendor Events tree list on the All sub-tab. Additionally, a Compliance Buy event is added to the Vendor Events data grid on the Compliance Investigation sub-tab. For more information about the Compliance Buy event, see the Compliance Buy topic.

The following changes were made to the Follow-up Activities screen topic:

• The Compliance Buy follow-up activity was added to the Follow-up Activity Type list box.

• The following content was added below the OK button:

When the Compliance Buy follow-up activity is selected, a Compliance Buy follow-up activity is added directly to the selected event on the Vendor Events tree list of the All sub-tab. Additionally, a Compliance Buy follow-up activity is added to the Vendor Events data grid on the Compliance Investigation sub-tab. For more information about the Compliance Buy follow-up activity, see the Compliance Buy topic.

Below the Details button on the All sub-tab topic, the Compliance Buy row in the Event/Follow Up Activity table was updated as follows:

The Activities menu on the Vendor List screen was updated as follows:

• Content documenting when the Compliance Investigators sub-menu option was enabled was removed since the menu option is now always enabled regardless of check or EBT mode.

• Content documenting when the Compliance Buy Benefits sub-menu option was enabled was removed since the menu option is now always enabled regardless of check or EBT mode.

The Compliance Buy Benefits screen topic was updated to document the paper-based check and EBT modes as follows:

• A new EBT mode screen image was added.

• The Interface Initialization section was updated for consistency, accuracy, and to accommodate the new Details mode of the screen.

• The following changes were made to the Screen Elements section:

• Documentation for the Compliance Participant group box was updated for accuracy and to accommodate the changes for the new EBT mode of the screen.

• Documentation for the Benefit Period group box was updated for consistency.

• Documentation for the Issuance Frequency group box was updated for consistency.

• Documentation for the Compliance Investigator group box was updated for consistency.

• Documentation for the Package group box was updated for consistency.

• Documentation for the Benefit Set group box was updated for consistency.

• A new Void button was added

• A new Send EBT button was added.

• The Data Map section was updated for consistency and accuracy.

A new screen topic, New EBA Preparation, was added.

The Screen Access section of the EBT Household Demographics screen topic was updated to document the call from the new Compliance Buy Benefits screen.

The following changes were made to the Aggregated Issuance for EBT Account screen topic:

• The Screen Access section was updated to document the call from the new Compliance Buy Benefits screen.

• The Interface Initialization section was updated to document the two new controls referenced below and to indicate that none of the rows in the data grid are initially selected as the default.

• The following changes were made to the Screen Elements section:

• A new Service Site Redemption Qty masked edit box and spin control was added.

• A new Redeem button was added.

• The Data Map section was updated to document the two new controls.

The Recording a Compliance Buy tutorial topic was updated to document the changes to the Compliance Participant drop-down list box.