2.32.00 Release Notes

Enhancements

Enhancement#

Primary Function

Enhancement Detail

ENH-454

SQL Server Upgrade

This enhancement provides an in-place upgrade of the SPIRIT WIC system from Microsoft SQL Server 2008R2 to Microsoft SQL Server 2017.

A new sql_server_2017_compatibility_level.sql file was created and distributed with this release. For more information, see the database changes for this enhancement.

R3: CDP should create a test environment with SPIRIT 2.31.01 and SQL Server 2008 installed.

To accommodate the R3 requirement for this enhancement, CDP created a test environment with SPIRIT version 2.32.00 and installed SQL Server 2008.

CDP's Quality Assurance (QA) team also performed testing on SPIRIT 2.31.01 and SQL Server 2008.

R4: CDP should install WEM 2.4.1.3 within the same test environment.

To accommodate the R4 requirement for this enhancement, CDP installed WIC EBT Middleware (WEM) version 2.4.1.3 within the SPIRIT version 2.32.00 test environment.

R5: CDP should load a copy of a State Agency’s production data into the test environment database.

To accommodate the R5 requirement for this enhancement, CDP loaded a copy of Chickasaw Nation's data into the test environment database.

R6: CDP should make all necessary configuration updates to point SPIRIT to WEM and WEM to both SPIRIT and WIC Direct.

To accommodate the R6 requirement for this enhancement, CDP created the following four (4) new servers with SQL Server 2017:

• A SPIRIT DB set up with the Chickasaw production database and the EBTCONNECTIONINFO table configured for WEM.

• A SPIRIT server configured to connect to the SPIRIT Chickasaw production database.

• A WEM server configured to connect to the SPIRIT server and WIC Direct server for Chickasaw.

• A WIC Direct server set up with products, categories, subcategories, etc.

R7: CDP should upgrade the operating system to Windows Server 2012 (initially) to prepare for upgrade to SQL Server 2017.

To accommodate the R7 requirement for this enhancement, CDP upgraded the operating system on a test server from Windows Server 2008 R2 to Windows Server 2012 R2, and then upgraded SQL Server 2017.

CDP also created a SQL Server 2017 stand-up test server.

R8: CDP should upgrade the database server from SQL Server 2008 to SQL Server 2017 and provide any necessary documentation for a State to be able to successfully complete the upgrade on their own.

To accommodate the R8 requirement for this enhancement, CDP upgraded the database on the test server from SQL Server 2008 to SQL Server 2017.

CDP did not encounter issues while upgrading SQL Server 2008 to SQL Server 2017; therefore, no special documentation is needed or provided for the database upgrade.

R9: CDP will provide documentation of any issues that they encounter during the database upgrade.

CDP did not encounter issues while upgrading SQL Server 2008 to SQL Server 2017; therefore, no special documentation is needed or provided for the SQL Server upgrade.

R10: CDP should upgrade the operating system to Windows Server 2016.

To accommodate the R10 requirement for this enhancement, CDP upgraded the operating system on the test server to Windows Server 2016.

R11: CDP will perform full regression testing and system verification testing on their SQL Server upgrade environment after completing the upgrade from SQL Server 2008 to 2017.

To accommodate the R11 requirement for this enhancement, CDP's Quality Assurance (QA) team performed testing to ensure that the upgrade from SQL Server 2008 to SQL Server 2017 was successful in this release.

R12: CDP will provide documentation that details any issues found during testing along with the resulting corrective action or decision points.

To accommodate the R12 requirement for this enhancement, CDP provided a Test Report that detailed the issues encountered during QA testing of the release to the CCWG and/or SUG.

ENH-546

Participant and Household Transfers

This enhancement provides additional support for participant and household transfers in the Clinic application module of the SPIRIT WIC system.

To enhance the transfer features in the Clinic application module, the changes below were made to the SPIRIT WIC system.

Please refer to the DFDD changes for this enhancement.

R2: When users attempt to transfer members of a Household between clinics, a screen should display that lists all members of the Household.

To accommodate the R2 requirement for this enhancement, a new Transfer Participant(s) screen was added to the Clinic application module of the SPIRIT WIC system.

R3: The screen will by default check all household members to be transferred. (Note: The user should be able to deselect the participants not to transfer and not be forced to transfer all. This would be necessary in foster care or custody change situations.)

To accommodate the R3 requirement for this enhancement, the new Transfer Participant(s) screen displays all members of the current household in the Participants editable data grid, and household members that are currently eligible for transfer are initially checked in the Include column of the Participants editable data grid as the default. Users can uncheck the check boxes in the Include column of the Participants editable data grid to remove the unchecked household members from the transfer process.

R4: After selection of the members to transfer screen and the user clicks ok and then the EBT Household Demographics screen would be displayed and Send EBT Data once for the whole household.

To accommodate the R4 requirement for this enhancement, the EBT Household Demographics screen displays when the OK button is clicked on the new Transfer Participant(s) screen for EBT clinics.

When the Send EBT Data button is clicked on the EBT Household Demographics screen during the transfer participant(s) process, the household members checked in the Include column within the Participants editable data grid on the Transfer Participant(s) screen are transferred to the current clinic of operation.

R5: The screen should have a Cancel or Exit button to allow users to back out of the process. (Note: If there is a Send EBT Data button, then an Exit button would be preferred. That would keep things consistent with the EBT Household Demographics screen.)

To accommodate the R5 requirement for this enhancement, a Cancel button is available on the new Transfer Participant(s) screen.

R6: Only the folder of the participant you are attempting to transfer first will open. The remaining Household members’ folders that are being transferred will not open. This avoids a tedious process of then closing them all.

To accommodate the R6 requirement for this enhancement, When the Send EBT Data button is clicked on the EBT Household Demographics screen during the transfer participant(s) process, the Participant Folder screen displays for the household member that was selected in the Participant List data grid on the Participant List screen when the transfer process was initiated. The Participant Folder screen is not locked, and data can be edited as normal based on the participant's current certification status.

Per discussions with the CCWG during the design phase of ENH-546, please see the following note:

R7: While in the functional areas of the SPIRIT WIC system related to this enhancement, if any references to the term "J.P. Morgan" are found, change the text to instead reference the term "EBT Processor". (Depending on the functional areas affected within the SPIRIT WIC system, this requirement may not apply.)

No "J.P. Morgan" references were found in the functional areas related to this enhancement.

R8: CDP will provide a high level design with mock-ups to the CCWG for the proposed solution.

To accommodate the R8 requirement for this enhancement, CDP provided screen clip mock-ups to the CCWG and/or SUG prior to development.

ENH-549

Risk Factors

A federal mandate required USDA regulations for some risk factors to change, and all WIC MIS systems need to be enhanced to support the changes.

To modify the risk factors for new USDA regulations, the SPIRIT WIC system was enhanced as documented below.

Please refer to the DFDD changes for this enhancement.

R2: RF142 (Prematurity) will be archived as 142Z.

To accommodate the R2 requirement for this enhancement, all currently-existing RISKFACTORID 142 rows in the RISKFACTORREFERENCE and RISKFACTOR tables were updated to change the RISKFACTORID to "142Z". For more information, see the database changes for this enhancement.

R3: If RF142 was indicated as high risk the participant should remain high risk as 142Z until reassessed, unless high risk was resolved.

To accommodate the R3 requirement for this enhancement, participants who were high risk for risk factor 142 prior to this release will remain high risk within the SPIRIT WIC system after this release.

R4: New RF142 will have a description of "Preterm or Early Term Delivery".

To accommodate the R4 requirement for this enhancement, the description of risk factor 142 was changed from "Prematurity" to "Preterm or Early Term Delivery" in the SPIRIT WIC system.

R5: New RF142 will change to less than 39 0/7 weeks (if 39 0/7 weeks, do not assign this risk factor). RF142 will assign if weeks gestation is equal to or less than 38 weeks 6 days.

To accommodate the R5 requirement for this enhancement, the assignment of risk factor 142 was modified within the SPIRIT WIC system as follows:

• Preterm: Delivery of an infant born ≤ 36 6/7 weeks gestation.

• Early Term: Delivery of an infant born ≥ 37 0/7 and ≤ 38 6/7 weeks gestation.

R6: For New RF142, the high risk threshold functionality will remain available so that states may set it if they wish.

To accommodate the R6 requirement for this enhancement, the SPIRIT WIC system continues to allow the Edit High Risk Threshold button to be clicked when the High Risk check box is checked for risk factor 142 on the Risk Factor screen in the Reference Utility application module.

R7: Rows for New RF142 will be inserted for all infant ages and breastfeeding levels, as well as children 1-2 years of age category (same rows as the original 142 that was archived to 142Z).

To accommodate the R7 requirement for this enhancement, all existing risk factor 142 records were archived as 142Z records and copied and inserted as new 142 records within the database. For more information, see the database changes for this enhancement.

R8: RF311 (History of Preterm Delivery) will be archived as 311Z.

To accommodate the R8 requirement for this enhancement, all currently-existing RISKFACTORID 311 rows in the RISKFACTORREFERENCE and RISKFACTOR tables were updated to change the RISKFACTORID to "311Z". For more information, see the database changes for this enhancement.

R9: New RF311 will have a description of "History of Preterm or Early Term Delivery".

To accommodate the R9 requirement for this enhancement, the description of risk factor 311 was changed from "History of Preterm Delivery" to "History of Preterm or Early Term Delivery" in the SPIRIT WIC system.

R10: On both tabs on the Health Information screen, replace "Premature Birth" with "Preterm or Early Term Delivery".

To accommodate the R10 requirement for this enhancement, the "Premature Birth" check box was renamed as: "Preterm or Early Term Delivery" on the following screens in the following application modules of the SPIRIT WIC system:

• Pregnancy Information (Central Administrative Site)

• Postpartum Information (Central Administrative Site)

• Pregnancy Information (Clinic)

• Postpartum Information (Clinic)

• Pregnancy Information (State Office)

• Postpartum Information (State Office)

R11: Rows for the New RF311 will be inserted for all pregnant, breastfeeding and non-breastfeeding categories (same rows as the original 311 that was archived to 311Z).

To accommodate the R11 requirement for this enhancement, all existing risk factor 311 records were archived as 311Z records and copied and inserted as new 311 records within the database. For more information, see the database changes for this enhancement.

R12: For both RF142 and RF311:

• Assignment methods will remain the same for the new as they were for the original versions.

• Priority will remain the same for the new as they were for the original versions.

To accommodate the R12 requirement for this enhancement, the assignment methods and priorities were not changed for risk factors 142 and 311 in the SPIRIT WIC system.

R13: State responsibilities:

• Default food package code.

• DFP priority.

• Update Risk Factor Reference Guide.

• Add RF 383 to appropriate WIC age categories.

The default food package and DFP priority change for risk factor 142 should be manually validated by the user.

Although the new RF142_311_pull_off_script.sql file archives and creates new records for risk factor 142 when run, users should open each new 142 row that was created via the SQL script to validate the DFP Priority and Default Food Package ID for each newly-created 142 row in the Risk Factors data grid on the Risk Factor screen in the Reference Utility application module. For more information about running the RF142_311_pull_off_script.sql script, see the documentation for R14.

To make this change in the SPIRIT WIC system, complete the following steps:

1.        Open the Reference Utility application module. The Reference Utility screen displays.

2.        Double-click on the Risk Factors list item in the Functions data grid. The Risk Factors screen displays.

3.        Double-click on the first Risk Factor ID "142" row in the Risk Factors data grid. The Risk Factor screen displays in Edit mode.

4.        In the Default Food Package ID drop-down list box, verify that the default food package is appropriate for the current Age Category ID and Breastfeeding Amount for the risk factor. Update the default food package in the Default Food Package ID drop-down list box if necessary.

5.        In the DFP Priority text box, verify that the default food prescription (DFP) priority is appropriate for the current Age Category ID and Breastfeeding Amount for the risk factor. Update the default food prescription (DFP) priority in the DFP Priority text box if necessary.

6.        Click the OK button. The Risk Factors screen displays and the Risk Factors data grid refreshes to display the updated Default Food Package ID and DFP Priority for the selected row.

7.        Repeat steps 3-6 for each additional "142" row in the Risk Factors data grid.

The default food package and DFP priority change for risk factor 311 should be manually validated by the user.

Although the new RF142_311_pull_off_script.sql file archives and creates new records for risk factor 311 when run, users should open each new 311 row that was created via the SQL script to validate the DFP Priority and Default Food Package ID for each newly-created 311 row in the Risk Factors data grid on the Risk Factor screen in the Reference Utility application module. For more information about running the RF142_311_pull_off_script.sql script, see the documentation for R14.

To make this change in the SPIRIT WIC system, complete the following steps:

1.        Open the Reference Utility application module. The Reference Utility screen displays.

2.        Double-click on the Risk Factors list item in the Functions data grid. The Risk Factors screen displays.

3.        Double-click on the first Risk Factor ID "311" row in the Risk Factors data grid. The Risk Factor screen displays in Edit mode.

4.        In the Default Food Package ID drop-down list box, verify that the default food package is appropriate for the current Age Category ID and Breastfeeding Amount for the risk factor. Update the default food package in the Default Food Package ID drop-down list box if necessary.

5.        In the DFP Priority text box, verify that the default food prescription (DFP) priority is appropriate for the current Age Category ID and Breastfeeding Amount for the risk factor. Update the default food prescription (DFP) priority in the DFP Priority text box if necessary.

6.        Click the OK button. The Risk Factors screen displays and the Risk Factors data grid refreshes to display the updated Default Food Package ID and DFP Priority for the selected row.

7.        Repeat steps 3-6 for each additional "311" row in the Risk Factors data grid.

New risk factor 383 rows must be manually added by the user.

Users must add new risk factor 383 rows for the new Neonatal Abstinence Syndrome (NAS) risk factor to the Risk Factors data grid on the Risk Factor screen in the Reference Utility application module.

To make this change in the SPIRIT WIC system, complete the following steps:

1.        Open the Reference Utility application module. The Reference Utility screen displays.

2.        Double-click on the Risk Factors list item in the Functions data grid. The Risk Factors screen displays.

3.        Click Add. The Risk Factor screen displays in Add mode.

4.        Enter "383" as the risk factor identification in the Risk Factor ID text box.

5.        Select "Infant" as the WIC category in the WIC Category drop-down list box.

6.        Select "Infant 0 months to 1 month" as the age category identification for the risk factor in the Age Category ID drop-down list box.

7.        Select the breastfeeding amount for the risk factor in the Breastfeeding Amount drop-down list box.

8.        Select the additional breastfeeding amount for the risk factor in the Second Infant BF Amount drop-down list box.

9.        Enter the priority of the risk factor in the Priority text box.

10.    Select the High Risk check box to indicate whether the risk factor is high risk, if necessary.

11.    Enter "Neonatal Abstinence Syndrome (NAS)" as the description in the Description text box.

12.    Select or enter the date on which the item becomes active in the Active Date calendar control.

13.    Select or enter the date on which the record (or item) becomes inactive in the Inactive Date calendar control.

14.    Select the default food package for the risk factor in the Default Food Package ID drop-down list box.

15.    Enter the default food prescription (DFP) priority for the risk factor in the DFP Priority text box.

16.    Click the OK button. The Risk Factors screen displays and the Risk Factors data grid refreshes and displays the new risk factor.

17.    Repeat steps 3-16 for each additional WIC Category and Breastfeeding Amount necessary.

R14: Pull off and insert scripts for risk factor reference will be provided.

To accommodate the R14 requirement for this enhancement, a new RF142_311_pull_off_script.sql file was created and distributed with this release. For more information, see the database changes for this enhancement.

R15: The DFDD should be updated to include RF 383. The description should be "Neonatal Abstinence Syndrome".

To accommodate the R15 requirement for this enhancement, a new risk factor 383 - Neonatal Abstinence Syndrome (NAS) was added to the Risk Factors Matrix topic in the SPIRIT WIC Detailed Functional Design Document (DFDD). For more information, see the DFDD changes for this enhancement.

ENH-553

Maximum Allowed Reimbursement (MAR)

This enhancement provides additional filter and search capabilities for Maximum Allowed Reimbursement (MAR) prices in the SPIRIT WIC system to support Electronic Benefit Transfer (EBT).

To enhance the MAR search and filter capabilities, the changes below were made to the SPIRIT WIC system.

Please refer to the DFDD changes for this enhancement.

R3: EBT MAR Automatic Recalculation process will occur without receipt of Primary Key errors.

To accommodate the R3 requirement for this enhancement, the SPIRIT WIC system was modified to ensure that Primary Key errors no longer occur when recalculating MAR prices.

R4: An approval message will not appear after the option to manually approve a recalculated MAR is declined (the user says No to "do you want to approve" message) for products with no new redemption (since the decline) in the MAR recalculation period.

To accommodate the R4 requirement for this enhancement, the SPIRIT WIC system was modified to prevent denied records that do not have a new redemption to recalculate from displaying in the Approve New MAR Prices editable data grid on the Approve New MAR Prices screen.

R5: Text will be updated on the Manage UPC MAR screen to state "If the newly calculated MAR Jumps..." instead of "If the new Price Jumps..."

To accommodate the R5 requirement for this enhancement, the Maximum Percent Tolerance: If the New Price Jumps or Dips More Than This Value It Will Not Be Automatically Saved masked edit box was renamed as "Maximum Percent Tolerance: If the Newly Calculated MAR Jumps or Dips More Than This Value It Will Not Be Automatically Saved" on the Manage UPC MAR screen in the Vendor application module of the SPIRIT WIC system.

R6: Typographical errors will be corrected on the MAR Calculation Method screen as follows:

• "enought" to "enough"

• "attemptsto" to "attempts to"

• "Catetgory" to "Category"

• References to "subcategory level" will be updated to "category/subcategory level"

To accommodate the R6 requirement for this enhancement, the MAR Calculation Method screen in the Vendor application module of the SPIRIT WIC system was modified as follows:

• The Product then Cat/Subcat text and value label was modified as follows:

• "enought" was changed to "enough"

• "attemptsto" was changed to "attempts to"

• "subcategory level" was changed to "category/subcategory level"

• The Product Only text and value label was modified as follows:

• "subcategory level" was changed to "category/subcategory level"

• The Cat/Subcat Only text and value label was modified as follows:

• "catetgory/subcategory level" was changed to "category/subcategory level"

• "subcategory level" was changed to "category/subcategory level"

R7: MAR approval messages for products waiting for approval will be cleared if the MAR Calculation Method is changed or if the MAR has been manually recalculated. The system will then recalculate new MARs and send approval messages as appropriate. No approval messages will be sent for items that do not have proposed changes to the MAR.

To accommodate the R7 requirement for this enhancement, the SPIRIT WIC system was modified to prevent pending MARs that were subsequently approved from displaying in the Approve New MAR Prices editable data grid on the Approve New MAR Prices screen. For example, if a MAR was pending on Monday after End of Day Processing and approved on Tuesday after End of Day Processing, the pending MAR from Monday is now removed.

R8: The Override MAR Prices screen will open without displaying any errors and will display product information based on the Peer Group, Category, Subcategory and Quantity selected.

To accommodate the R8 requirement for this enhancement, the SPIRIT WIC system was modified to ensure that Primary Key and time-out errors no longer occur when displaying the Override MAR Prices screen in the Vendor application module.

Additionally, the Filter Criteria group box on the Override MAR Prices screen now contains the following controls to enhance search and filter capabilities:

• Peer Group drop-down list box

• Category drop-down list box

• UPC Like text box

• Subcategory drop-down list box

• UPC Status drop-down list box

• Quantity masked edit box

• Current MAR masked edit box

• Only Missing MARs check box

• Search button

• Clear button

R9: The Approve New MAR Prices screen will display a correct Average Price for each product for which a new MAR is suggested.

To accommodate the R9 requirement for this enhancement, the Average Price column in the Approve New MAR Prices editable data grid now displays a correct average on the Approve New MAR Prices screen in the Vendor application module of the SPIRIT WIC system. Logic was modified to no longer calculate the average on the fly and to instead use the average that was calculated from the MAR calculation.

Additionally, when a Pending MAR is denied, the record is inserted into a new EBTMARDECLINED table. For more information, see the database changes for this enhancement.

R10: Set the default value in the Quantity masked edit box on the Override MAR Prices screen to "ALL" rather than the value from the first record of the data grid.

To accommodate the R10 requirement for this enhancement, the Quantity masked edit box in the Filter Criteria group box now defaults to blank when the Override MAR Prices screen in the Vendor application module of the SPIRIT WIC system initially displays.

R11: Provide the ability to view UPCs by authorization status on the Override MAR Prices screen, including all statuses. The current UPC authorization status are: Approved, Pending, Rejected and Discontinued.

To accommodate the R11 requirement for this enhancement, the Override MAR Prices screen in the Vendor application module of the SPIRIT WIC system was modified as follows:

• A new UPC Status drop-down list box was added to the Filter Criteria group box.

• A new UPC Status column was added to the MAR Prices editable data grid.

R12: Add a column to the Override MAR Prices screen data grid that lists the date that the price of the previous MAR was changed, or last updated.

To accommodate the R12 requirement for this enhancement, a new Previous MAR Date column was added to the MAR Prices editable data grid on the Override MAR Prices screen in the Vendor application module of the SPIRIT WIC system.

R13: On the Override MAR Prices screen, provide the ability to search by the following:

• UPC Number - a "like" search, so the whole number doesn’t have to be entered

• UPC Description - a "like" search, so it functions like a keyword search

• All Peer Groups

• All Categories

• All Subcategories

• UPC Status (Approved, Pending, Rejected, Discontinued, or "ALL")

To accommodate the R13 requirement for this enhancement, the Filter Criteria group box on the Override MAR Prices screen in the Vendor application module of the SPIRIT WIC system was modified as follows:

• The Peer Group drop-down list box now contains an "All" option, which is initially selected as the default.

• The Category drop-down list box now contains an "All" option, which is initially selected as the default.

• A new UPC Like text box was added.

• The Subcategory drop-down list box now contains an "All" option, which is initially selected as the default.

• A new UPC Status drop-down list box was added, which contains the following options:

• All

• A - Approved

• P - Pending

• R - Rejected

• D - Discontinued

• A new Only Missing MARs check box was added.

ENH-557

EBT Card History and EBT Transaction History

This enhancement provides additional support for viewing card and transaction history in the Central Administrative Site and State Office application modules of the SPIRIT WIC system.

To provide card and transaction history viewing in the Central Administrative Site and State Office application modules, the changes below were made to the SPIRIT WIC system.

Please refer to the DFDD changes for this enhancement.

R3: The View EBT Card History screen should display all information/activities in CAS and SO modules that it currently does in the Clinic module.

To accommodate the R3 requirement for this enhancement, the following new screens were added to the following application modules within the SPIRIT WIC system:

• EBT Card History (Central Administrative Site)

• EBT Card History (State Office)

Additionally, the following new menus were added to provide access to the new screens:

• Within the Central Administrative Site application module, a new Benefit Management menu was added to the Participant Folder menu bar in the Participant Folder.

• Within the State Office application module, a new Benefit Management menu was added to the Participant Folder menu bar in the Participant Folder.

R4: The View EBT Card History should continue to have the ability to select a card number with a signature status and then display the signature associated with that card.

To accommodate the R4 requirement for this enhancement, the following new screens were added to the following application modules within the SPIRIT WIC system:

• View Signature (Central Administrative Site)

• View Signature (State Office)

These new screens can be accessed by clicking the View Signature button on the following screens:

• EBT Card History (Central Administrative Site)

• EBT Card History (State Office)

R5: The View EBT Transaction History screen should display all information in CAS and SO modules that it currently does in the Clinic module.

To accommodate the R5 requirement for this enhancement, the following new screens were added to the following application modules within the SPIRIT WIC system:

• EBT Transaction History (Central Administrative Site)

• EBT Transaction History (State Office)

Additionally, the following new menus were added to provide access to the new screens:

• Within the Central Administrative Site application module, a new Benefit Management menu was added to the Participant Folder menu bar in the Participant Folder.

• Within the State Office application module, a new Benefit Management menu was added to the Participant Folder menu bar in the Participant Folder.

R6: The View EBT Transaction History screen should continue to have the ability to select view details when a specific transaction is selected.

To accommodate the R6 requirement for this enhancement, the following new screens were added to the following application modules within the SPIRIT WIC system:

• EBT Transaction History Detail (Central Administrative Site)

• EBT Transaction History Detail (State Office)

These new screens can be accessed by clicking the View Details button on the following screens:

• EBT Transaction History (Central Administrative Site)

• EBT Transaction History (State Office)

R7: The View EBT Transaction History screen should continue to have the ability to sort by transaction type.

To accommodate the R7 requirement for this enhancement, a Transaction Type radio button group was added allow the ability to search and filter the list of results displayed by transaction type on the following new screens in the following application modules within the SPIRIT WIC system:

• EBT Transaction History (Central Administrative Site)

• EBT Transaction History (State Office)

ENH-560

Formula and Infant Foods

This enhancement provides the ability to replace infant formula with infant solid foods in the SPIRIT WIC system.

To allow the ability to replace infant formula with infant solid foods, the changes below were made to the SPIRIT WIC system.

Please refer to the DFDD changes for this enhancement.

R3: Modify the Add More Formula option to accommodate the need to remove baby foods (infant cereal, infant fruits and vegetables, infant juice, infant meats, CVB) and increase formula issuance. This applies to all infants between 6 and 12 months of age who have food package III marked. This only applies if redemption has occurred in the current month for the infant.

To accommodate the R3 requirement for this enhancement, when the Add More Formula radio button is selected in the Adjustment Options radio button group on the Food Adjustment Wizard screen, a new C0057 standard confirmation message displays to facilitate the removal of solid food items from the participant's food prescription. For more information, see documentation for the OK button click process on the Food Adjustment Wizard screen topic in the DFDD.

R4: Modify the Add More Formula option to accommodate the need to decrease the formula issuance (if the 4 - 5 month amount was issued) and add baby foods (infant cereal, infant fruits and vegetables, infant juice, infant meats, CVB). If the lower limit (standard) 6 - 12 month amount of formula has been issued then we simply need to be able to add baby foods. This applies to all infants between 6 and 12 months of age. This only applies if redemption has occurred in the current month for the infant.

To accommodate the R4 requirement for this enhancement, the SPIRIT WIC system was modified as follows:

• A new Issue Formula and Infant Foods screen topic was added.

• A new Return and Recover Formula screen topic was added.

R5: Add a business rule to enable/disable the ability to return infant food items, which serves as a flag to SPIRIT that redeemed baby food for the current month has been returned. The 4 to 5 month formula amount can then be issued. This functionality would only be utilized if some or all baby food items (infant cereal, infant fruits and vegetables, infant juice, infant meats, CVB) have been redeemed.

To accommodate the R5 requirement for this enhancement, a new CLN_ReturnInfantFood business rule was added the SPIRIT WIC system to allow states to determine if baby food items that have been issued and redeemed can be returned.

R6: Keep or add any necessary confirmation messaging.

To accommodate the R6 requirement for this enhancement, new messages were added to the SPIRIT WIC system for this enhancement. For more information, see the DFDD changes for this enhancement.

R7: CDP will provide mock-ups to the CCWG before implementation of this change.

To accommodate the R7 requirement for this enhancement, CDP provided screen clip mock-ups to the CCWG and/or SUG prior to development.

ENH-568

WIC EBT Middleware (WEM)

This enhancement provides additional WIC EBT Middleware (WEM) support for participant application integrators who require benefit dates in the Account Balance Response.

To add benefit dates to the Account Balance Response, the changes below were made to the WIC EBT Middleware (WEM).

Please refer to the DFDD changes for this enhancement.

R3: Add the benefit dates into the Get Account Balance response message.

To accommodate the R3 requirement for this enhancement, benefit dates were added to the Get Account Balance Response Message in the WIC EBT Middleware (WEM).

Reported Issues

Issue#

Primary Function

Issue Detail

Issue Resolution

CDP-326

WIC EBT Middleware (WEM)

After upgrading WEM to version 2.4.1.3, production End of Day was failing for all of the Oklahoma ITOs except for Chickasaw.

The WIC EBT Middleware (WEM) was modified to correct the load of agency EBT configuration data. A derived agency object is now being used instead of the full configuration to pull EBT configuration endpoints.

CDP-339

Detailed Functional Design Document (DFDD)

A typo existed in the Date text and value label on the View Signature screen topic in the DFDD.

"View the date an time" was changed to "View the date and time" in the Date text and value label on the following topics in the DFDD:

• View Signature (Central Administrative Site)

• View Signature (Clinic)

• View Signature (State Office)

DFDD Updates

Issue#

DFDD Location

DFDD Resolution

ENH-546

Clinic

(clinic.chm)

Changes to the Clinic DFDD for ENH-546 are documented below.

The following changes were made to the Clinic DFDD for ENH-546:

• A new Transfer Participant(s) screen topic was added.

• The transfer processes documented in the Open Participant Folder Edits section under the Open Participant Folder menu option on the Participant List menu topic were updated to reference the new Transfer Participant(s) screen.

• The following processes were added to the EBT Household Demographics screen topic:

• A new During the Transfer Participant(s) Process was added to the Screen Access section.

• The I0016 standard information message was added to the Send EBT Data button section.

• A new Transfer Participant(s) during the Send EBT Data Process was added below the Send EBT Data to the EBT Processor System section.

• A new Cancel the Transfer Participant(s) Process was added to the Exit button section.

Vendor

(vendor.chm)

The I0016 standard information message was added to the Send EBT Data button section on the EBT Household Demographics screen topic in the Vendor DFDD.

ENH-549

Appendix

(busrule.chm)

Changes to the Appendix D DFDD for ENH-549 are documented below.

The following changes were made to the Risk Factors Matrix:

• Risk factor 142 was updated as follows:

• The heading title was changed from "Prematurity" to "Preterm or Early Term Delivery".

• In the Children row, the value in the Definition column was changed as follows:

• The following content was removed:

"Difference between the mother's LMP date and the date of birth is ≤ 37 weeks and 0 days gestation."

• The following content was added:

"Preterm: Delivery of an infant born ≤ 36 6/7 weeks gestation."

"Early Term: Delivery of an infant born ≥ 37 0/7 and ≤ 38 6/7 weeks gestation."

• In the Children row, values in the Definition column were changed from "≤ 37 weeks and 0 days gestation" to "≤ 36 6/7 weeks gestation".

• In the Infant row, the value in the Definition column was changed as follows:

• The following text was removed:

"Difference between the mother's LMP date and the date of birth is ≤ 37 weeks and 0 days gestation."

• The following content was added:

"Preterm: Delivery of an infant born ≤ 36 6/7 weeks gestation."

"Early Term: Delivery of an infant born ≥ 37 0/7 and ≤ 38 6/7 weeks gestation."

• In the Infant row, values in the Definition column were changed from "≤ 37 weeks and 0 days gestation" to "≤ 36 6/7 weeks gestation".

• Risk factor 311 was updated as follows:

• The heading title was changed from "History of Preterm Delivery" to "History of Preterm or Early Term Delivery".

• In the Pregnant row, the value in the Definition column was changed as follows:

• The following text was removed:

"Birth of an infant at ≤ 37 weeks gestation."

• The following content was added:

"Preterm: Delivery of an infant born ≤ 36 6/7 weeks gestation."

"Early Term: Delivery of an infant born ≥ 37 0/7 and ≤ 38 6/7 weeks gestation."

• In the Breastfeeding row, the value in the Definition column was changed as follows:

• The following text was removed:

"Birth of an infant at ≤ 37 weeks gestation."

• The following content was added:

"Preterm: Delivery of an infant born ≤ 36 6/7 weeks gestation."

"Early Term: Delivery of an infant born ≥ 37 0/7 and ≤ 38 6/7 weeks gestation."

• In the Non-breastfeeding row, the value in the Definition column was changed as follows:

• The following text was removed:

"Birth of an infant at ≤ 37 weeks gestation."

• The following content was added:

"Preterm: Delivery of an infant born ≤ 36 6/7 weeks gestation."

"Early Term: Delivery of an infant born ≥ 37 0/7 and ≤ 38 6/7 weeks gestation."

• A new risk factor 383 - Neonatal Abstinence Syndrome (NAS) was added.

• Risk factor 411 was updated as follows:

• A new "Donor human milk acquired directly from individuals or the Internet" bulleted item was added to section 411.5.

• A new "Donor human milk acquired directly from individuals or the Internet" bulleted item was added to the Human Milk list in section 411.9.

• Risk factor 425 was updated as follows:

• The "Undercooked or raw tofu" bulleted item was removed from section 425.5.

A new standard information message I0090 was added to the Messages Matrix with the following text: "USDA regulations recently changed for the assignment of risk factors. Please ensure that the new risk factors were added or updated on the Risk Factor screen in the Reference Utility application module. For more information, please contact your system administrator."

Clinic

(clinic.chm)

Changes to the Clinic DFDD for ENH-549 are documented below.

The following changes were made to the top of the Participant Folder screen topic in the Clinic DFDD:

• A reference to the new I0090 standard information message was added.

• The note below was added.

The following changes were made to the Pregnancy Information screen topic:

• The screen clip images were updated.

• The "Premature Birth" check box was renamed as: "Preterm or Early Term Delivery".

The following changes were made to the Postpartum Information screen topic:

• The screen clip images were updated.

• The "Premature Birth" check box was renamed as: "Preterm or Early Term Delivery".

Central Administrative Site

(centadmn.chm)

Changes to the Central Administrative Site DFDD for ENH-549 are documented below.

The following changes were made to the Pregnancy Information screen topic:

• The screen clip image was updated.

• The "Premature Birth" check box was renamed as: "Preterm or Early Term Delivery".

The following changes were made to the Postpartum Information screen topic:

• The screen clip image was updated.

• The "Premature Birth" check box was renamed as: "Preterm or Early Term Delivery".

State Office

(stateofc.chm)

Changes to the State Office DFDD for ENH-549 are documented below.

The following changes were made to the Pregnancy Information screen topic:

• The screen clip image was updated.

• The "Premature Birth" check box was renamed as: "Preterm or Early Term Delivery".

The following changes were made to the Postpartum Information screen topic:

• The screen clip image was updated.

• The "Premature Birth" check box was renamed as: "Preterm or Early Term Delivery".

Nutritional Risk Factor Guides

(rfdg.chm)

The content below was added to the Nutritional Risk Factor Guides topic in the DFDD for ENH-549.

ENH-553

Appendix

(busrule.chm)

Changes to the Appendix DFDD for ENH-553 are documented below.

In the Messages Matrix within Appendix D, new Variant Text was added to the C0049 standard information message with the following text: "Not selecting filter criteria will result in a large data set. Press OK to load records without criteria."

Vendor

(vendor.chm)

Changes to the Vendor DFDD for ENH-553 are documented below.

The following changes were made to the Manage UPC MAR screen topic:

• The screen clip image was updated to depict the new label of the Maximum Percent Tolerance: If the Newly Calculated MAR Jumps or Dips More Than This Value It Will Not Be Automatically Saved masked edit box in the MAR Calculation Variables group box.

• The Maximum Percent Tolerance: If the New Price Jumps or Dips More Than This Value It Will Not Be Automatically Saved masked edit box was renamed as "Maximum Percent Tolerance: If the Newly Calculated MAR Jumps or Dips More Than This Value It Will Not Be Automatically Saved" throughout the topic.

The following changes were made to the Approve New MAR Prices screen topic:

• The second paragraph at the top of the topic was rewritten to indicate that the screen used to approve and/or deny pending UPC MAR prices that were flagged as out-of-range by the End of Day Process.

The following changes were made to the MAR Calculation Method screen topic:

• The screen clip image was updated to depict the following updates in the Calculation Methods group box:

• The Product then Cat/Subcat text and value label was modified as follows:

• "enought" was changed to "enough"

• "attemptsto" was changed to "attempts to"

• "subcategory level" was changed to "category/subcategory level"

• The Product Only text and value label was modified as follows:

• "subcategory level" was changed to "category/subcategory level"

• The Cat/Subcat Only text and value label was modified as follows:

• "catetgory/subcategory level" was changed to "category/subcategory level"

• "subcategory level" was changed to "category/subcategory level"

• The descriptions of the text and value labels in the Calculation Methods group box were updated to change "subcategory level" to "category/subcategory level" throughout.

• The Data Map section was updated to follow standards and consistencies.

The following changes were made to the Override MAR Prices screen topic:

• The screen clip image was updated to depict the new default view of the screen.

• A new screen clip image was added to depict how the screen is presented after a search that yields results is performed.

• A new screen clip image was added to depict how the screen is presented after text is entered in the Find Text text box in the MAR Prices group box and matching text is found within the MAR Prices editable data grid.

• The Interface Initialization section was updated to document the new controls added to the screen.

• Most of the existing controls in the Screen Elements section were rewritten to accommodate updated functionality.

• The following new controls were added to the Filter Criteria group box:

• UPC Like text box

• UPC Status drop-down list box

• Current MAR masked edit box

• Only Missing MARs check box

• Search button

• Clear button

• A new Stats group box was added, which contains the following controls:

• Return Top Records masked edit box and spin control

• # Records Returned text and value label

• # Records Modified text and value label

• Elapsed Time text and value label

• A new Informational Text value label was added.

• The following new controls were added to the MAR Prices group box:

• Find Text text box

• Find Next button

• Find Previous button

• Row(s) value label

• No Rows value label

• Select All Found Rows button

• Select All Rows button

• The following new controls were added to the MAR Prices editable data grid:

• Peer Group column

• Previous MAR Date column

• UPC Status column

• The following control was removed from the MAR Prices editable data grid:

• Include column

• A new Apply this price to selected rows group box was added, which contains the following control:

• New MAR Price masked edit box

• Bulk Change button

• A new Apply this date to rows saved group box was added, which contains the following control:

• Effective Date calendar control

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

ENH-557

Central Administrative Site

(centadmn.chm)

The following changes were made to the Central Administrative Site DFDD for ENH-557:

• A new Benefit Management menu topic was added.

• The new Benefit Management menu was added to the Participant Folder menu bar topic.

• A new EBT Card History screen topic was added.

• A new View Signature screen topic was added.

• A new EBT Transaction History screen topic was added.

• A new EBT Transaction History Detail screen topic was added.

State Office

(stateofc.chm)

The following changes were made to the State Office DFDD for ENH-557:

• A new Benefit Management menu topic was added.

• The new Benefit Management menu was added to the Participant Folder menu bar topic.

• A new EBT Card History screen topic was added.

• A new View Signature screen topic was added.

• A new EBT Transaction History screen topic was added.

• A new EBT Transaction History Detail screen topic was added.

ENH-560

Appendix

(busrule.chm)

Changes to the Appendix DFDD for ENH-560 are documented below.

A new CLN_ReturnInfantFood business rule was added to Appendix B.

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

• The following changes were made to the C0057 standard information message:

• New Variant Text was added with the following text: "Infant is over 6 months receiving Food Package III. Do you want the system to automatically remove the solid food items from the food prescription so the formula quantity may be increased to the 4-5 month old limit?"

• A new Message Trigger was added with the following text: "When the Add More Formula radio button is selected and the OK button is clicked on the Food Adjustment Wizard screen in the Clinic application module for an infant that is over six (6) months old, is receiving Food Package III, and currently has baby food issued."

• Message Text for the C0059 standard information message was changed from "Do you want to use this prescription?" to "Do you want to use this special prescription?"

• A new C0085 standard confirmation message was added with the following text: "Do you want to return below baby food?"

• New Variant Text was added to the E0048 standard error message with the following text: "The Void process failed. Please try again."

• A new E0427 standard information message was added with the following text: "The issuance process failed. Please try again."

• A new E0428 standard information message was added with the following text: "The Return process failed."

• A new E0429 standard information message was added with the following text: "An error occurred when attempting to save the new prescription. Please enter a new prescription manually to complete replacement process."

• A new I0091 standard information message was added with the following text: "Formula was added successfully."

• A new I0092 standard information message was added with the following text: "No changes were made."

Clinic

(clinic.chm)

Changes to the Clinic DFDD for ENH-560 are documented below.

A new Issue Formula and Infant Foods screen topic was added.

A new Return and Recover Formula screen topic was added.

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

• The screen clip image was updated to depict a new Add Infant Solid Foods radio button.

• The following changes were made to the Adjustment Options radio button group:

• The Change a Food Already Issued radio button was rewritten.

• A new Add Infant Solid Foods radio button was added.

• The OK button click process was modified as follows:

• The Change a Food Already Issued radio button process was rewritten.

• The Add More Formula radio button process was rewritten.

• A new Add Infant Solid Foods radio button process was added.

The OK button click process was rewritten on the Food Category screen topic to accommodate the new C0084 standard confirmation message.

The Send EBT Data to the EBT Processor System process was rewritten on the Add Formula screen topic to accommodate the new I0091 standard information message.

ENH-568

Appendix

(apndxe.chm)

Changes to the Appendix DFDD for ENH-568 are documented below.

In the WIC EBT Middleware (WEM) documentation within Appendix F, benefit dates were added to the Response table within the WIC Account Balance section of the SPIRIT Realtime Message Processing topic.

Appendix

(apndxe.chm)

WIC EBT Middleware (WEM) documentation in Appendix F was updated with this release of the DFDD for WIC EBT Middleware (WEM) Build Version: 2.5.0.1.

Additionally, the following new topics were added to Appendix G:

• SWEM Smart Card Reader-Writer

• Smart Card Reader Process Flows

DFDD

(wicdfdd.chm)

For this release, the title bar of the Detailed Functional Design Document (DFDD) was updated to reflect build version "2.32.00". Additionally, the footer was also updated to reflect software version "2.32.00".