2.32.01 Release Notes

NOTE: Depending on your State's Active Directory group policy, the Vendor Online Application and Vendor Online Price Survey installers may encounter an issue on Windows Server 2016. If this occurs, please run the install.cmd batch files in the VOAinstall.zip and the VPSinstall.zip files provided with this release of the SPIRIT software. For more information, refer to ENH-454 in the 2.32.00 release.

Enhancements

Enhancement#

Primary Function

Enhancement Detail

ENH-551

Benefits History

This enhancement provides additional filter and search capabilities for historical benefit data in the SPIRIT WIC system.

To enhance the search and filter capabilities for historical benefit data, the changes below were made to the SPIRIT WIC system.

Please refer to the DFDD changes for this enhancement.

R3: A search filter will be added to the Benefits History screen. When used, it will filter the benefits displayed on the screen. (Refer to R5 for filters).

To accommodate the R3 requirement for this enhancement, a new Filter Criteria group box was added to the following screens in the SPIRIT WIC system:

• Benefits History (Central Administrative Site)

• Benefits History (Clinic)

• Benefits History (State Office)

R4: The Benefits History screen will default to show all benefit history, as it currently does.

To accommodate the R4 requirement for this enhancement, the Benefits History tree list continues to display all historical benefit data when the following screens within the SPIRIT WIC system initially display:

• Benefits History (Central Administrative Site)

• Benefits History (Clinic)

• Benefits History (State Office)

R5: The search filter will have multiple search options. Search filters can be applied together or independently of each other. Search filter options should include:

• Voided benefits.

• Not-voided benefits.

• Benefits between a date range, based on PFDTU; the to and from fields should be calendar controls and still allow a user to type in a date range.

To accommodate the R5 requirement for this enhancement, the Status drop-down list box in the new Filter Criteria group box contains the following options:

• Any

• Not-Voided

• Voided

Additionally, new date range filters were added to the new Filter Criteria group box as follows:

• The Date Range From calendar control 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 displays the last Last Date to Use (LDTU) date of all benefit sets initially displayed in the tree list for the participant.

R6: A "Clear" button will also be added. When clicked, it will cause the screen to re-display all Benefits History.

To accommodate the R6 requirement for this enhancement, a Reset button is available in the new Filter Criteria group box on the following screens within the SPIRIT WIC system:

• Benefits History (Central Administrative Site)

• Benefits History (Clinic)

• Benefits History (State Office)

R7: Move the Agency ID and Clinic ID to the same line following the benefit date, proration, and WIC status.

To accommodate the R7 requirement for this enhancement, the Agency/Agency ID and the Clinic/Clinic ID were moved up to the first line of the Food Instrument Set node in the Benefits History tree list on the following screens within the SPIRIT WIC system:

• Benefits History (Central Administrative Site)

• Benefits History (Clinic)

• Benefits History (State Office)

R8: Move Certification date information out of the tree and move the fields into the Benefit Details screen.

To accommodate the R8 requirement for this enhancement, the Certification Effective Date and the Certification End Date were removed from the Food Instrument Set node in the Benefits History tree list on the following screens within the SPIRIT WIC system:

• Benefits History (Central Administrative Site)

• Benefits History (Clinic)

• Benefits History (State Office)

Additionally, new Certification Effective/Certification Start and Certification End text and value labels were added to the following screens within the SPIRIT WIC system:

• Benefit Details (Central Administrative Site)

• Benefit Details (Clinic)

• Benefit Details (State Office)

To remain consistent with the Certification Effective/Certification Start text and value label on the Participant List screen, the label of the new Certification Effective/Certification Start text and value label varies based on the value of the CERTDATEINLIST business rule. If the value of the CERTDATEINLIST business rule is set to "EFFECTIV", then the Certification Effective text and value label displays. If the value of the CERTDATEINLIST business rule is set to "START", then the Certification Start text and value label displays.

R9: CDP should provide a screen mock-up, to the CCWG, prior to implementation.

To accommodate the R9 requirement for this enhancement, CDP provided screen clip mock-ups to the CCWG and/or SUG prior to development.

R10: The same functionality should be available in CAS and State Office..

To accommodate the R10 requirement for this enhancement, a new Filter Criteria group box was also added to the following screens within the SPIRIT WIC system:

• Benefits History (Central Administrative Site)

• Benefits History (State Office)

ENH-566

System Performance

This enhancement provides performance improvements to decrease processing response times within the SPIRIT WIC system.

To decrease response times for processes and improve overall system performance, the changes below were made to the SPIRIT WIC system.

R2: SPIRIT must work with online, offline, Batch/MOV EBT after the changes have been made.

To accommodate the R2 requirement for this enhancement, online mode as well as batch issuance and Balto home delivery continue to function within the SPIRIT WIC system as expected.

R3: Modify SPIRIT to generate unique transaction IDs by the use of database sequences.

To accommodate the R3 requirement for this enhancement, the UNIQUEMESSAGEID column in the EBTTRANSACTIONLOG table was changed from a [varchar](30) to a [BIGINT] long integer and made a PK column with IDENTITY INSERT to use database sequences within the SPIRIT WIC database.

For more information, see the database changes for this enhancement.

R4: Table locking should not occur when processing EBT transactions.

To accommodate the R4 requirement for this enhancement, table locking was removed from the EBTTRANSACTIONLOG table when processing Electronic Benefit Transfer (EBT) transactions in this release.

R5: Any and all tables that are affected should be documented and provided to the SUG when this change is delivered.

To accommodate the R5 requirement for this enhancement, changes to the EBTTRANSACTIONLOG table within the SPIRIT WIC database were fully documented.

For more information, see the database changes for this enhancement.

R6: SPIRIT must process EBT transactions within 5 seconds.

To accommodate the R6 requirement for this enhancement, the SPIRIT WIC system is now able to process Electronic Benefit Transfer (EBT) transactions within five (5) seconds.

R7: These changes will be compatible with SPIRIT Web.

To accommodate the R7 requirement for this enhancement, the changes made to the SPIRIT WIC system in this release will be fully compatible with the SPIRIT Web interface.

R8: SPIRIT must process large amounts of EBT transactions submitted at the same time.

To accommodate the R8 requirement for this enhancement, the SPIRIT WIC system is now able to process large amounts of Electronic Benefit Transfer (EBT) transactions submitted at the same time.

R9: CDP should provide a list of all of the areas that this change impacts.

To accommodate the R9 requirement for this enhancement, the following list outlines the locations throughout the SPIRIT WIC system that the performance enhancements in this release affect:

Central Administrative Site Application application module

• Participant Folder screen - Benefit Management menu - View EBT Card History menu option

• Participant Folder screen - Benefit Management menu - View EBT Transaction History menu option

Clinic application module

• Participant Folder screen - Benefit Management menu - Issue Benefits menu option

• Participant Folder screen - Benefit Management menu - Add/Replace Set of Benefits menu option

• Participant Folder screen - Benefit Management menu - EBT Household Demographics menu option

• Participant Folder screen - Benefit Management menu - Print EBT Account Balance menu option

• Participant Folder screen - Benefit Management menu - View EBT Card History menu option

• Participant Folder screen - Benefit Management menu - View EBT Transaction History menu option

• Participant Folder screen - Benefit Management menu - Food Adjustment Wizard menu option

• Food Adjustment Wizard screen - Adjustment Options radio button group - Change a Food Already Issued radio button

• Food Adjustment Wizard screen - Adjustment Options radio button group - Add More Formula radio button

• Food Adjustment Wizard screen - Adjustment Options radio button group - Add Infant Solid Foods radio button

• Food Adjustment Wizard screen - Adjustment Options radio button group - Void Future Benefits radio button

• Food Adjustment Wizard screen - Adjustment Options radio button group - Void Current and Future Benefits radio button

• Participant Folder screen - Participant Activities menu - Change Household ID menu option - Create Transaction log

• EBT Household Change Guided Script screen - EBT Household Change Guided Script group box - Determine New Household link

• EBT Household Change Guided Script screen - EBT Household Change Guided Script group box - Remove Current Benefits link

• EBT Household Change Guided Script screen - EBT Household Change Guided Script group box - Remove Cards link

• EBT Household Change Guided Script screen - EBT Household Change Guided Script group box - Review New EBT Household Demographics link

• EBT Household Change Guided Script screen - EBT Household Change Guided Script group box - Add Benefits to New Household link

• Certification Guided Script screen - Certification Guided Script group box - EBT Household Demographics link

• Certification Guided Script screen - Certification Guided Script group box - Issue Benefits link

• EBT Household Demographics screen - Transfer Participant(s) during the Send EBT Data Process

State Office application module

• Participant Folder screen - Benefit Management menu - View EBT Card History menu option

• Participant Folder screen - Benefit Management menu - View EBT Transaction History menu option

ENH-567

User Permissions

This enhancement provides additional security features for voiding and changing benefits issued to participants in the Clinic application module of the SPIRIT WIC system.

To enhance the permissions for changing and voiding benefits for participants, the changes below were made to the SPIRIT WIC system.

Please refer to the DFDD changes for this enhancement.

R3: Add a permission to allow users Full or None access to the Change a Food Already Issued screen.

To accommodate the R3 requirement for this enhancement, a new "Change a Food Already Issued" Feature was added to the Participant Management Feature Group in the Permission(s) editable data grid on the Role Profile screen within the Management Console application module of the SPIRIT WIC system.

The new "Change a Food Already Issued" Feature has "None" or "Full" access levels, with "None" as the default setting. Users must be granted a "Full" access level to use this feature in this version of the software.

R4: Add a permission to allow users Full or None access to the Add More Formula screen.

To accommodate the R4 requirement for this enhancement, a new "Add More Formula" Feature was added to the Participant Management Feature Group in the Permission(s) editable data grid on the Role Profile screen within the Management Console application module of the SPIRIT WIC system.

The new "Add More Formula" Feature has "None" or "Full" access levels, with "None" as the default setting. Users must be granted a "Full" access level to use this feature in this version of the software.

Additionally, a new "Add Infant Solid Foods" Feature was added to the Participant Management Feature Group in the Permission(s) editable data grid on the Role Profile screen within the Management Console application module of the SPIRIT WIC system.

The new "Add Infant Solid Foods" Feature has "None" or "Full" access levels, with "None" as the default setting. Users must be granted a "Full" access level to use this feature in this version of the software.

R5: Add a permission to allow users Full or None access to the Void Future Benefits screen.

To accommodate the R5 requirement for this enhancement, a new "Void Future Benefits" Feature was added to the Participant Management Feature Group in the Permission(s) editable data grid on the Role Profile screen within the Management Console application module of the SPIRIT WIC system.

The new "Void Future Benefits" Feature has "None" or "Full" access levels, with "None" as the default setting. Users must be granted a "Full" access level to use this feature in this version of the software.

R6: Add a permission to allow users Full or None access to the Void Current and Future Benefits screen.

To accommodate the R6 requirement for this enhancement, a new "Void Current and Future Benefits" Feature was added to the Participant Management Feature Group in the Permission(s) editable data grid on the Role Profile screen within the Management Console application module of the SPIRIT WIC system.

The new "Void Current and Future Benefits" Feature has "None" or "Full" access levels, with "None" as the default setting. Users must be granted a "Full" access level to use this feature in this version of the software.

R7: Issuance or voiding of compliance buys should not be impacted by this change.

To accommodate the R7 requirement for this enhancement, the issuance and voiding processes for compliance buys in the Vendor application module of the SPIRIT WIC system were not affected by the changes made for this enhancement.

Reported Issues

Issue#

Primary Function

Issue Detail

Issue Resolution

CDP-331

Risk Factors

A RF142_311_pull_off_script.sql file was created and distributed with the 2.32.00 release for ENH-549, but the script did not include support for copying risk factor 383 records from UAT environments and inserting the copied records into production environments.

A new RF142_311_383_pull_off_script.sql file was created and distributed with this release. For more information, see the database changes for this reported issue.

TMP-314

Capture Signature

An "Incorrect syntax" database error occurred when a cardholder's name included an apostrophe and a signature capture was attempted within the SPIRIT WIC system.

CDP determined that the code included dynamic SQL that was not parameterized, meaning the single quotes (apostrophes) were embedded in the string as the value was a varchar. However, when the string contained a single quote, this caused the query to prematurely terminate the string and cause the error.

The SPIRIT WIC system was modified to change the SQL command to instead use parameters that accommodate single quotes (apostrophes).

DFDD Updates

Issue#

DFDD Location

DFDD Resolution

ENH-551

Appendix

(busrule.chm)

Changes to the Appendix DFDD for ENH-551 are documented below.

The CERTDATEINLIST business rule in Appendix B was modified as follows:

• The Values Allowed section was rewritten to list all of the screens that the business rule affects and to include the Benefit Details screen.

• New hypertext links were added to the See Also section to list all of the screens that the business rule affects.

Central Administrative Site

(centadmn.chm)

Changes to the Central Administrative Site DFDD for ENH-551 are documented below.

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

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

• A new Filter Criteria group box was added to the Interface Initialization section.

• A new Filter Criteria group box was added to the Screen Elements section. The group box consists of the following control(s):

• Status drop-down list box

• Date Range From calendar control

• To calendar control

• Informational Text value label

• Search button

• Reset button

• The following content was removed from the Food Instrument Set node in the Benefits History tree list:

"| Certification Effective Date] - [Certification End Date]"

Additionally, the following content was moved up to the first line of the Food Instrument Set node in the Benefits History tree list:

"| Agency [Agency ID] | Clinic [Clinic ID]"

• The mnemonic for the Show Details button was changed from "S" to "D" to allow the new Search button to have a mnemonic of "S" for consistency.

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

The following changes were made to the Benefit Details screen topic:

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

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

• A new Certification Effective/Certification Start text and value label was added.

• A new Certification End text and value label was added.

• The Data Map on the Benefit Details screen topic was completely blank. The Data Map section was added per current DFDD standards and to document the new controls added to the screen.

Clinic

(clinic.chm)

Changes to the Clinic DFDD for ENH-551 are documented below.

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

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

• A new Filter Criteria group box was added to the Interface Initialization section.

• A new Filter Criteria group box was added to the Screen Elements section. The group box consists of the following control(s):

• Status drop-down list box

• Date Range From calendar control

• To calendar control

• Informational Text value label

• Search button

• Reset button

• The following content was removed from the Food Instrument Set node in the Benefits History tree list:

"| Certification Effective Date] - [Certification End Date]"

Additionally, the following content was moved up to the first line of the Food Instrument Set node in the Benefits History tree list:

"| Agency [Agency ID] | Clinic [Clinic ID]"

• The mnemonic for the Show Details button was changed from "S" to "D" to allow the new Search button to have a mnemonic of "S" for consistency.

• To align with current system functionality, the description of the Reprint Shopping List group box was updated to indicate that the group box is used to generate a shopping list for all current and future benefit sets for a participant or an entire household.

• To align with current system functionality, the Print button was updated as follows:

• The description was updated to indicate that the button is used to print a benefit report for current and future months for a household or participant.

• The description was updated to indicate that the button is enabled only when a current or future month's benefit record is selected in the tree list.

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

The following changes were made to the Benefit Details screen topic:

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

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

• A new Certification Effective/Certification Start text and value label was added.

• A new Certification End text and value label was added.

• The Data Map on the Benefit Details screen was completely blank. The Data Map section was added per current DFDD standards and to document the new controls added to the screen.

In the Understanding Service Site Redeemed Food Items advanced concept topic, the screen clip images of the Benefits History tab were updated to depict the changes to the screen.

State Office

(stateofc.chm)

Changes to the State Office DFDD for ENH-551 are documented below.

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

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

• A new Filter Criteria group box was added to the Interface Initialization section.

• A new Filter Criteria group box was added to the Screen Elements section. The group box consists of the following control(s):

• Status drop-down list box

• Date Range From calendar control

• To calendar control

• Informational Text value label

• Search button

• Reset button

• The following content was removed from the Food Instrument Set node in the Benefits History tree list:

"| Certification Effective Date] - [Certification End Date]"

Additionally, the following content was moved up to the first line of the Food Instrument Set node in the Benefits History tree list:

"| Agency [Agency ID] | Clinic [Clinic ID]"

• The mnemonic for the Show Details button was changed from "S" to "D" to allow the new Search button to have a mnemonic of "S" for consistency.

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

The following changes were made to the Benefit Details screen topic:

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

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

• A new Certification Effective/Certification Start text and value label was added.

• A new Certification End text and value label was added.

• The Data Map on the Benefit Details screen topic was completely blank. The Data Map section was added per current DFDD standards and to document the new controls added to the screen.

ENH-567

Appendix

(busrule.chm)

Changes to the Appendix DFDD for ENH-567 are documented below.

The following changes were made to Appendix D:

• In the Messages Matrix, the E0006 standard error message was updated as follows:

• New Variant Text was added with the following text: "You do not have sufficient permission to {function} for the participant. Please contact your supervisor."

• New Variant Text was added with the following text: "You do not have sufficient permission to {feature} for the participant. Please contact your supervisor."

• New Notes were added with the following text: "The variable {feature} refers to the name of the specific application feature the user was attempting to access or modify as documented in the Feature column of the Permissions Matrix."

• The Participant Management Feature Group within the Permissions Matrix was updated as follows:

• A new permission 837 - "Add Infant Solid Foods" was added.

• A new permission 838 - "Add More Formula" was added.

• A new permission 839 - "Change a Food Already Issued" was added.

• A new permission 840 - "Void Current and Future Benefits" was added.

• A new permission 841 - "Void Future Benefits" was added.

• Additionally, the following note was added to the top of the Permissions Matrix:

Clinic

(clinic.chm)

Changes to the Clinic DFDD for ENH-567 are documented below.

On the Benefit Management menu topic, the Food Adjustment Wizard menu option was rewritten to document the processes that occur depending on the user's access level to the "EBT Food Adjustment Wizard" permission (617).

The OK button click process on the Food Category screen topic was rewritten to document the processes that occur based on the user's access level to the "Add Infant Solid Foods" permission (837).

The OK button click process on the Food Adjustment Wizard screen topic was modified as follows:

• The Change a Food Already Issued radio button process was rewritten to document the processes that occur based on the user's access level to the "Change a Food Already Issued" permission (839).

• The Add More Formula radio button process was rewritten to document the processes that occur based on the user's access level to the "Add More Formula" permission (838).

• A new Add Infant Solid Foods radio button process was rewritten to document the processes that occur based on the user's access level to the "Add Infant Solid Foods" permission (837).

• A new Void Future Benefits radio button process was rewritten to document the processes that occur based on the user's access level to the "Void Future Benefits" permission (841).

• A new Void Current and Future Benefits radio button process was rewritten to document the processes that occur based on the user's access level to the "Void Current and Future Benefits" permission (840).

DFDD

(wicdfdd.chm)

For this release, the title bar of the Detailed Functional Design Document (DFDD) was updated to reflect build version "2.32.01". Additionally, the footer was also updated to reflect software version "2.32.01".