Release 2.17 Notes

Issue#

Application Module

Primary Function

Detail

Enhancements

ENH-10

Financial Management and Vendor

Bank Exceptions

The system has been modified to provide an easier way for users to manage bank payments categorized as being exceptions that the SPIRIT system cannot automatically post to the FoodInstrument table.

The End of Day functionality has been modified so that when an exception record is successfully posted to the FoodInstrument table, the system removes the bank exception record.

A new BankEx_AllowPostToVoidedFI business rule has been added to allow the state to determine whether bank payment records are allowed to be posted to voided food instrument records.

The End of Day functionality has been modified to send e-mail notifications to specified users when the bank payment file processing has completed.

The EBT Notification screen in the Reference Utility application has been renamed the Notification List screen. The Email column has been renamed the E-mail column. The Delete button in the editable data grid no longer has a mnemonic. Additionally, the Save and Close buttons have been replaced with the OK and Cancel buttons to match SPIRIT consistencies.

The Financial Management and Vendor applications have been updated to modify the Bank Exceptions screen to include more advanced search options, improved management for bank exceptions, and the ability to export the information to Excel. The following additional changes were made to the Financial Management and Vendor applications:

• A new Bank Reconciliation screen has been added to allow the user to enter criteria for specific reconciliation data to be displayed.

• A new Process Banking File screen has been added to allow the user to manually process a payment file sent by the bank.

• A new Exception History screen has been added to allow the user to access bank exception history records for viewing or to be exported to Excel.

• A new Resolve Exception screen has been added to allow the user to resolve a bank exception manually by posting, un-posting, or swapping the exception.

The Bank Reconciliation Report in the Scheduled Job Administration application has been modified to include a day-by-day list of payment amounts posted to the food instrument table and the bank exceptions table. The list includes all the days of the month being scheduled for End of Month Processing.

ENH-23

Clinic

View Appointments for Date and Confirm Group Nutrition Class

The View Appointments for Date screen has been modified to include a Telephone column, Comment column, and Authorized Representative column in the Scheduled Appointments data grid. The columns have also been added to the Appointments for Date Listing Report CLN017 (Output).

A new Confirm Group Nutrition Class screen has been added to the application. It is used to confirm group nutrition classes and is available when the APT_CONFIRMDIALOGENABLED business rule is set to "Y".

ENH-30

SPIRIT

Permissions Matrix

The system has been modified to restrict access to users without the proper roles and permissions assigned to their user ID. Access to areas of the application is no longer based solely on the user's assigned agency or clinic ID.

ENH-73

Central Administrative Site, Clinic, and State Office

Participant Activities menu

A new Generate Notice to PBF Mom menu option has been added to the Participant Activities menu. It is used to generate the Official Notification Document (Output) for Partially Breastfeeding Greater than the Max when the participant is a partially > max breastfeeding mother who is linked to an infant record.

ENH-200

Clinic

Add/Replace Set of Benefits and Add Set of Benefits

The system has been modified to allow users the ability to add a new food prescription when adding sets of benefits if the certification end date is in the past.

The Add/Replace Set of Benefits screen for EBT-disabled system and the Add Set of Benefits screen for EBT-enabled system have been modified to include the Add Food Prescription button that displays the Food Prescription screen when clicked. If a food prescription has been added for the late set issuance, the Edit Food Prescription button displays.

ENH-210

Clinic

Special Prescription Item

The system has been modified so the end date of a special prescription on the Special Prescription Item screen can be a date after the certification end date. The special prescription can be applied for the associated food item until it expires. The special prescription is carried forward to the new certification unless the participant's age category or WIC category changes between the certification attempts.

If the system detects that there is a current special prescription, or multiple special prescriptions, for an item being added, the system displays a standard confirmation message (C0059) with the text, "A special prescription exists for this food item valid {date} - {date}. Do you want to use this prescription?" The options of Yes and No are available. If the user clicks Yes, the system adds the item to the new food prescription with a copy of the existing special prescription. If the user clicks No, the system displays the Special Prescription Item screen where the user may enter different start and end dates than the first prescription had.

ENH-233

Reference Utility, System Administration, and Clinic

Maintain State Nutrition Assessment Questions, Maintain Local Nutrition Assessment Questions, and Nutrition Assessment

The Reference Utility application has been modified to enhance the VENA functionality with the ability to create custom answer formats for each question such as short answer, multiple choice, and true/false. Answers given in any format except short answer are configurable to automatically assign risk factors. Questions are identifiable as required or optional. The following modifications were made to the Reference Utility application:

• A new Maintain State Nutrition Assessment Questions screen has been added to search for and add, edit, copy, or delete existing questions. This has replaced the VENA Questions screen and VENA Question screen.

• A new State Nutrition Assessment Question (Page 1) screen and State Nutrition Assessment Question (Page 2) screen have been added to create unique questions for the state based on the WIC category, age, or breastfeeding amount.

• A new Targeting Questions screen has been added to view any questions with a jump that targets the current question and, if necessary, to modify the active and inactive dates for those questions

• A new Advanced Options screen has been added to specify the advanced options for nutrition assessment answers, such as the next question to be asked or the risk factor to be assigned.

Additionally, the System Administration application has been modified to include the ability for agencies to maintain their own set of questions. The following modifications were made to the Reference Utility application:

• A new Maintain Local Nutrition Assessment Questions screen has been added to search for and add, edit, copy, or delete existing questions. This has replaced the VENA Questions screen and VENA Question screen.

• A new Local Nutrition Assessment Question (Page 1) screen and Local Nutrition Assessment Question (Page 2) screen have been added to create unique questions for the state based on the WIC category, age, or breastfeeding amount.

• A new Targeting Questions screen has been added to view any questions with a jump that targets the current question and, if necessary, to modify the active and inactive dates for those questions

• A new Advanced Options screen has been added to specify the advanced options for nutrition assessment answers, such as the next question to be asked or the risk factor to be assigned.

The Clinic application has been modified to rename the VENA screen to the Nutrition Assessment screen. Additionally, the VENA Contact screen has been renamed the Nutrition Assessment Contact screen. These screens have been modified to use the questions as defined on either the Maintain State Nutrition Assessment Questions screen or the Maintain Local Nutrition Assessment Questions screen.

ENH-237

State Office

Generate Reported Participation Monthly Report and Reported Participation Monthly Report CLD007 (Output)

The Generate Reported Participation Monthly Report screen has been modified to allow the report to be generated for grantees. A new Grantee radio button has been added to the Report By radio button group. A new Grantee drop-down list box has been added and is displayed when the INCLUDEGRANTEES business rule is set to "Y". Additionally, the report can now be exported to an Excel spreadsheet when the Save to Excel radio button is selected.

The Reported Participation Monthly Report CLD007 (Output) has been modified to correct various standards and consistencies issues. The calculation method for the percentage has been modified to calculate the percentage value based on the number of participants within a specific section of the report rather than basing it on the total number of participants in all sections of the report. As a result, the Percent line has been removed from after each section's top summary line.

Below the TOTAL RPTD. PARTIC summary line, line pairs have been added for the priorities so that the total number of participants and their percentages are listed for Priority 1, Priority 2, etc.

The indentation of the report has been modified to improve readability.

The following new sections have been added to the report:

• Woman FBF

• Women PBF

• Women PBF <= Max

• Women PBF > Max

• Women FFF

• Infants FBF

• Infants PBF

• Infants PBF <= Max

• Infants PBF > Max

• Infants FFF

ENH-262

Clinic

Display Alerts

The system has been modified to display the Display Alerts screen for the household level alerts only one time for each household regardless of the number of Participant Folders opened for each household member. For example, if household 100 has three (3) household members, the Display Alerts screen displays the household alerts when the first household member's Participant Folder is displayed. If the other household members' Participant Folders are displayed while the first Participant Folder is still displayed, the Display Alerts screen does not display the household level alerts for each member.

If the household member has a member level or CPA alert, the Display Alerts screen displays those alerts specific to the household member regardless of whether another Participant Folder is open for another household member.

When all Participant Folders for a household are closed, and then a Participant Folder is displayed for one of the household members, the Display Alerts screen displays again with the household level alerts.

ENH-263

Clinic

AdditionalInfo2 and Copy Demographics from Another Household Member

The system has been modified to sync the authorized representatives for all members of a household on the AdditionalInfo2 screen. Additionally, the authorized representative data is no longer stored in the Member table; it has been moved to the Household table.

The Copy Demographics from Another Household Member screen has been modified to remove the following text and value labels:

• Marital Status

• Education Level

• Language

• Authorized Representative Name

• Alt. Authorized Representative/Proxy 1 Name

• Alt. Authorized Representative/Proxy 2 Name

ENH-273

Clinic

Certification Guided Script, Growth Grids, and Participant Folder

The Certification Guided Script screen has been modified to allow the user to identify the specific participant being certified. The title bar text has been changed to display "CGS - " followed by the participant's first name, middle initial, and last name, age, state WIC ID, and household ID.

To maintain consistency, the title bar text of the Growth Grids screen and the Participant Folder has been modified. The Growth Grids screen title bar text now includes "GG - " before the participant name. The Participant Folder title bar text now includes "PF - " before the participant name. Additionally, the text "Household ID" has been changed to "HH ID". Consistencies with the use of hyphens and spaces have been corrected.

ENH-281

Vendor

Training Events and Follow-up Activities

The system has been modified to allow greater flexibility in logging training scheduled events and training attended follow-up activities.

The user can now enter a scheduled training date that is not limited to being greater than or equal to the current system date. The following screens have been modified by this change:

• Annual Training Scheduled

• Interactive Training Scheduled

• New Vendor Training Scheduled

• Special Training Scheduled

The system no longer requires a training scheduled event to be added for a vendor before the training attended follow-up activity is added. The following follow-up activities have been modified by this change:

• Annual Training Attended

• Interactive Training Attended

• New Vendor Training Attended

• Special Training Attended

The Schedule Training screen has been modified to allow the user to choose to print letters rather than having the letters print automatically. Additionally, the training roster is produced automatically, but now the user can choose to generate it.

A new Print Training Roster check box has been added on the Schedule Training screen. When checked and the OK button is clicked, the system generates the training roster.

A new Print Letters check box has been added on the Schedule Training screen. When checked and the OK button is clicked, the system displays the Send Letter screen.

ENH-289

Central Administrative Site, Clinic, and State Office

Applicant Prescreening and Participant List

The system has been modified to allow the entry of the authorized representative on the Applicant Prescreening screen of the Clinic application. Users can now enter the first name, middle initial, last name, the relationship to the applicant, the marital status, the education level, and the register to vote information.

The Participant List screen has been modified to include the ability to search for participants based on the authorized representative's first name, middle initial, and last name. Additionally, the authorized representative's information is displayed in the search results in the Auth Rep Last Name, Auth Rep First Name, and Auth Rep MI columns.

The Reference Dictionary category "Relationship" cannot be maintained by all states. The system has been modified to allow all states to modify the values in the Relationship category.

ENH-290

Central Administrative Site, Clinic, and State Office

AdditionalInfo2

The AdditionalInfo2 screen has been modified to collect more information about the authorized representative and alternate representatives. The relationship to the participant can now be added. Additionally, the marital status, education level, and voter registration status of the authorized representative has been moved and is now grouped together with the authorized representative's other information.

A new Representative and Proxy History button has been added on the AdditionalInfo2 screen. When clicked, the system displays the Representative and Proxy History screen that logs the changes made to the authorized alternate representatives.

Modifications have been made on the AdditionalInfo2 screen to conform to SPIRIT standards and consistencies.

ENH-299

Reference Utility and Clinic

Food Items, Add Food Item, and Select Formula

The Food Items screen of the Reference Utility application has been modified allow better filtering of the food items. The food items can now be filtered by base food category and by active and inactive status. A new Sort Order column has been added to the editable data grid, and two new buttons allow the user to change the sort order of the food items.

The Add Food Item screen and Select Formula screen of the Clinic application have been modified to change the sort order of the food items. The food items are now sorted in ascending order of the FOODITEM.SortOrder values within the base food category rather than by the FOODITEM.FOODITEMID values.

ENH-334

Central Administrative Site, Clinic, and State Office

Initial Contact

The system has been modified to add the ability to record an initial contact for a participant. A new Initial Contact screen has been added to allow the user to record an initial contact. It can be accessed in the following ways:

• A new Initial Contact menu option has been added to the Participant List menu.

• A new Initial Contact toolbar button (pictured below) has been added to the Participant List toolbar.

• A new Initial Contact button has been added on the Demographics screen.

• A new Initial Contact button has been added on the VOC Certification screen.

• A new Initial Contact button has been added on the Schedule Appointments for Household screen in the Clinic application only.

A new Reference Dictionary category (INITIALCONTACTTYPE) has been added to store the values for the contact type for initial contacts.

A new CLN_InitialContactTypeDefault business rule been added to allow the state to default the type of initial contact on the Initial Contact screen to a contact description in the Reference Dictionary.

The Contact Type radio button group on the Schedule Appointments for Household screen has been removed from the application as it was determined that the information was not being stored by the system. Additionally, the mnemonics for the buttons have been corrected to be consistent and avoid duplication.

ENH-337

Vendor

High Risk Analysis

The system has been modified to allow the ability to save the results of a high risk analysis and provide a way to export those results to Excel on the High Risk Analysis screen.

When the High Risk Analysis sub-menu option in the Activities menu is selected, the system no longer displays the standard confirmation message with the text, "High risk analysis is an intensive process and can take an extended amount of time to complete. Continue?" The standard confirmation message (C0049) is now displayed when the Analyze button is clicked on the High Risk Analysis screen. The text of the standard confirmation message has been changed to, "Running the High Risk Analysis may take several minutes to complete. Do you want to continue?"

The ability to perform a high risk analysis for a TIP analysis for a specific fiscal year has been added. A new TIP Analysis check box has been added to indicate the high risk analysis is to be used as the basis for Compliance Investigations for the specified fiscal year. A new Fiscal Year drop-down list box has been added to allow the TIP analysis to span a specific fiscal year.

A new Export Analysis Results button has been added to export the results to an Excel spreadsheet.

A new High Risk Criteria Used button has been added to view the specific high risk criteria at the time of the saved TIP analysis.

The standard confirmation message (C0062) displayed when the Run Analysis button is clicked on the Initiate Compliance Investigation screen has been modified to meet standards and consistencies. The text now displays, "Running the High Risk Analysis will refresh the High Risk Indicators with the results of the run. Do you want to continue?"

The High Risk Indicators group box on the Initiate Compliance Investigation screen has been modified. It is pre-populated with the calculated risk data based on the TIP analysis saved earlier in the fiscal year for the vendor. If no TIP analysis exists for the fiscal year for the vendor, the indicators are unchecked. Each High Risk Analysis for a single vendor subsequent to the TIP analysis run can add to areas flagged but cannot remove flags from the previous runs within the fiscal year. When one compliance investigation has been done, the indicators are populated on a subsequent investigation based on the previous investigation; however, manually set indicators are captured and recorded in addition to the ones assigned in earlier investigations. The pre-populated selections can be overridden by the user if they are not selected as a result of a TIP analysis or a compliance investigation performed after the TIP analysis was run for the fiscal year. Previously selected indicators are grayed and disabled. When launched from any other screen, no indicators are checked as the default.

The availability of some controls has been modified on the High Risk Analysis screen when it is displayed from the Initiate Compliance Investigation screen.

ENH-355

Management Console

Settings, User Profile, Change Password, and Login

The system has been modified to increase security for passwords and login requirements. A new Settings menu and Settings icon in the Management Console vertical menu has been added to the Management Console application to access the Settings screen.

The new Settings screen allows the state to define the password requirements for user defined passwords, such as requiring a specific number of characters, using upper and/or lower case characters, numbers, special characters, or not using a word in a dictionary. Additionally, the initial default password for new users or users whose password must be reset can be defined on the Settings screen. The default password can be a user specific password that is system generated based on the user's information or a global password that is defined by the state for all users.

The User Profile screen has been modified to include a Variable text box. The value entered in this text box is required for user specific default passwords. Additionally, a new Require Password Change Next Login check box has been added that allows the system administrator to require a user to change the password on the next login.

The Set Password screen has been renamed the Change Password screen, and additional validation of the new password requirements has been added.

The Login screen has been modified to include text and value labels that display the number of failed login attempts and the maximum number of login attempts allowed. This is only visible when the state has defined a login attempt limit.

NOTE: The password validation, user timeouts, and lock outs must be created in the Management Console application when updating to software version 2.17.

ENH-374

ACM

ACM

Some elements of the new ACM application are integrated into the SPIRIT application. The majority of the SQL associated with the ACM application is included in this release. The full ACM application is scheduled to be delivered in a future release.

Reported Issues

SUG-396

Scheduled Job Administration

End of Day

Issue: Participants who have not returned within 60 days after applying for WIC are not being transferred to Agency 88. Additionally, participants who were terminated more than six (6) months ago and are not in a new certification attempt are not being transferred to Agency 88. Finally, participants whose last certification attempts were ineligible more than six (6) months in the past are not being transferred to Agency 88.

Resolution: The application is functioning as designed. A set of SQL queries was run to verify that End of Day functioned as designed. End of Day for terminating participants is based on the following rules:

• Failure to recertify within 31 days of the certification end date. This rule applies to all participants eligible for recertification with no exceptions.

• Failure to pickup benefits for two months; the participant is in a valid certification. This rule does not apply to fully breastfeeding infants, partially breastfeeding women more than max and VOC participants.

End of Day for archiving participants is based on the following rules:

• Participants who have not returned within 60 days after applying for WIC.

• Participant was terminated more than 6 months ago and is not currently in a new certification attempt.

• Participant whose last certification attempt was ineligible more than 6 months ago.

SUG-708

Clinic

Benefits (Issue Benefits)

Issue: When a fully breastfeeding mother is changed to a partially breastfeeding mother, the fully breastfeeding food package can still be issued on the Benefits (Issue Benefits) screen.

SUG-1218

Reference Utility

Breastfeeding Peer Counselor Contact Discussion Topics

Issue: The DFDD states that new breastfeeding peer counselor contact discussion topics can be added on the Breastfeeding Peer Counselor Discussion Topics screen. However, this screen does not exist in the application.

Resolution: The Breastfeeding Peer Counselor Discussion Topics screen and the Breastfeeding Peer Counselor Discussion Topic screen have been added to the application.

SUG-1219

Clinic

Risk Factors

Issue: When Risk Factor 502 is set to inactive, it is still being assigned to participants in the Participant Folder who are not applicable breastfeeding women. However, the risk factor is removed if other changes are made in the Participant Folder.

Resolution: The code has been modified so the VOC certification process verifies the system assignability of Risk Factor 502 before it is system-assigned.

SUG-1261

Clinic

Demographics

Issue: When a participant's WIC category is changed from Breastfeeding to Non-breastfeeding on the Demographics screen, not all risk factors are being carried forward to the new WIC category. No other changes were made to the participant that would invalidate the risk factors.

SUG-1283

Clinic

Blood and Risk Factors

Issue: When a new blood work measurement is added on the Blood screen within the Participant Folder and a risk factor should assign, but it is not being system-assigned. A pseudo-certification is created.

SUG-1490

Clinic

Benefits (Issue Benefits)

Issue: When the Issue Benefits toolbar button is clicked within the Participant Folder, a standard error message displays stating that benefits will not issued because the food prescription contains expired items. However, the food items are not expired.

Resolution: The issue is related to the food prescription item having a future expiration date that expires during the issuance period. The code has been modified to display a standard error message (E0354) with the text, "Benefits will not be issued for participant {StateWICID Last Name, First Name} Reason: Food prescription contains inactive food item {food item} which expires on {date} for benefit set {FDTU - LDTU}"

SUG-1507

Clinic

Benefits (Issue Benefits)

Issue: When a fully breastfeeding infant is issued future benefits that results in an empty benefit period up to 6 months and the infant's breastfeeding amount changes, there is not a way to issue formula benefits during that period. When the benefits are voided and replaced, the system is only aware of those benefit sets originally issued. As a result of the breastfeeding amount change, the infant is now eligible for benefits earlier than 6-months of age. The Benefits (Issue Benefits) screen processing cannot modify the benefits because the LastCheckLDTU has been set to a future date, and issuance cannot occur until the system date is less than 27 days from the LastCheckLDTU.

Resolution: The code has been modified to reset the LastCheckLDTU in the Member table to be the participant's last non-voided LDTU. If there are no non-voided benefits for the member, the LastCheckLDTU is NULL.

SUG-1547

Clinic

AdditionalInfo1

Issue: When the Household Smoking drop-down list box is changed to "Yes" on the AdditionalInfo1 screen, a pseudo-certification is created, but Risk Factor 904 is not assigned to the participants.

Resolution: The system was not correctly validating whether a household-level risk factor should be assigned to specific household members. The code has been modified to ensure that household-level risk factors can be assigned only if it's valid for the specific participant.

SUG-1677

Clinic

Height/Weight Measurement

Issue: Within the Participant Folder or during a Certification Guided Script, if a standing height measurement is added on the Height/Weight Measurement screen to an infant over 2 years of age that results in the Ht/Age percentile being N/A, Risk Factor 121 is not system-assigned. However, if it was a recumbent height measurement, the risk factor is system-assigned. For children under 2 years of age, the risk factor is system-assigned.

Resolution: The code has been modified to automatically assign Risk Factor 121 to the participant if the height measurement falls below a point that can be plotted on a growth grid. Additionally, when a low measurement that is below the plotted points on a growth grid are entered on the Height/Weight Measurement screen, the system displays a standard confirmation message (C0060) with the text, "The height measurement {measurement} falls below the lowest point on the growth grid. Is the value correct?"

SUG-1684

Clinic

Demographics

Issue: If the Fixed Nighttime Location drop-down combo box is blank on the Demographics screen within the Participant Folder and the user accesses the Assign Certification Risk Factors screen, the system asks if the user wants to save. If the user chooses not to save, the Assign Certification Risk Factors screen is displayed. When the OK button is clicked, the system displays a standard error message with the text, "Fixed Location is a required field."

Resolution: The code has been modified to change SaveParticipant to check for a blank Location Description and Location ID before attempting to save data.

SUG-1695

Clinic

Demographics

Issue: When the WIC category is changed from breastfeeding to non-breastfeeding on the Demographics screen, the food prescription is not updated to a non-breastfeeding food package.

SUG-1701

Clinic

Benefits (Issue Benefits)

Issue: When the Benefits (Issue Benefits) screen is displayed, the check boxes are checked. If the Food Prescription (Issue Benefits) screen is displayed and then the user returns to the Benefits (Issue Benefits) screen, the check boxes are unchecked.

Resolution: The code has been modified to call a function to refresh the checked status of the check boxes when the Benefits (Issue Benefits) screen regains focus.

SUG-1723

Clinic

Add/Replace Set of Benefits

Issue: The DFDD states the Note multi-line text box on the Add/Replace Set of Benefits screen is enabled when the screen is active, but it is only enabled in the application when the Replace Set (For Food Prescription Change) radio button is selected.

Resolution: The code has been modified to remove the code that disabled the Note multi-line text box. It is now enabled when the screen is active as stated in the DFDD.

SUG-1745

Reference Utility

Reference Dictionary

Issue: When OTHERPROOF is selected in the Category drop-down list box on the Reference Dictionary screen, "Other Proof Description ONE" and "Other Proof Description TWO" display in the Values data grid. Neither of these values can be edited on the Reference Dictionary Entry screen. The values are not assigned to a participant because they do not display in the associated drop-down list boxes.

Resolution: The "Other Proof Description ONE" and "Other Proof Description TWO" values are system-defined. The code has been modified by updating the records for OTHERPROOF in the REFERECEDICTIONARY table to have a value of "N" in the SYSTEMDEFINED column. The values can now be edited on the Reference Dictionary Entry screen. Additionally, the following categories can be edited:

• FDPIRPROOF

• GOALRESULT

• INVRETURNRSN

• MEDICAIDPROOF

• REJECTREASON

• SNAPPROOF

• TANFPROOF

• TERMREASON

SUG-1746

Clinic

Infant Information

Issue: When the Infant in Foster Care check box is selected on the Infant Information screen, the Ever Breastfed radio button group selects the No radio button. Additionally, all the other controls on the Infant Information screen are cleared when the check box is deselected

Resolution: The code has been modified to prevent the controls on the Infant Information screen from clearing when the Infant in Foster Care check box is selected.

SUG-1752

Clinic

Participant List

Issue: When the Appointments for Today radio button is selected on the Participant List screen and the Search button is clicked, the group appointments are not displayed.

Resolution: The code has been modified to change the database view to include group appointments.

SUG-1755

Clinic

Benefits (Issue Benefits)

Issue: When a partially breastfeeding mother is in a current certification, her infant, when over 6-months of age, cannot have the Selected LDTU modified on the Benefits (Issue Benefits) screen. When the Selected LDTU of calendar control is expanded, all dates except one date are disabled.

Resolution: The partially breastfeeding mother is not receiving benefits, which is correct. However, though the standard information message displays indicating the mother is not receiving benefits, the mother's potential for benefits was being used to calculate the range of dates that were available in the Selected LDTU of calendar control. In the recreated issue, the mother's last benefits were several months ago, and this was causing the only date available in the Selected LDTU of calendar control to be a single date.

The code has been modified to change the calculation that determines the cycle adjustment date range to not include benefits that are invalid.

SUG-1758

Report Generator

Report Column Selection

Issue: When the StateWICID column in the Alert table is added on the Report Column Selection screen and the report is previewed, there is a single State WIC ID on the first page followed by many breastfeeding start and began dates.

When a report is created that pulls the StateWICID from either the Alert or Member table, the report cannot be generated.

Resolution: The code has been modified to add parenthesis around the selection criteria to separate that criterion from the selection criteria for table joins.

SUG-1760

Clinic

Benefits (Issue Benefits)

Issue: When a mother's breastfeeding amount changes to non-breastfeeding and the infant's record is updated, the system displays the necessary messages for updating the food packages. However, the mother could no longer receive benefits because the mother is breastfeeding and the infant is receiving more than the maximum amount of formula. Additionally, the system attempts to produce the change in breastfeeding amount letter, which is not accurate.

SUG-1773

Clinic

Postpartum Information

Issue: A mother with an out of state VOC certification is transferred to the clinic and VOC certified as breastfeeding with an infant born one month before the certification date, the Actual Delivery Date calendar control on the Postpartum Information screen displays the information for the previous pregnancy.

Resolution: When a postpartum breastfeeding or non-breastfeeding participant has a VOC certification or the certification is completed using the Certification Guided Script, if the No radio button is selected in the Were you on WIC in this state during the pregnancy related to this postpartum certification radio button group, the system now performs the following actions:

• No pregnancy record is created.

• No link to any pregnancy ID with the certification contact record is created. The pregnancy ID is null.

• No pregnancy information displays on the Pregnancy Information screen.

• A postpartum record is created.

• The postpartum record is linked to the certification contact by placing the postpartum ID in the CertContact.

• The postpartum information displays on the Postpartum Information screen.

SUG-1774

Clinic

VOC Document (Output)

Issue: When a VOC Document (Output) is generated, it does not include the local agency/clinic name, address, or telephone number.

Resolution: The system was identifying the clinic by its clinic ID only. It should identify a clinic by both the agency ID and the clinic ID combined because agencies in some states may use overlapping number series to identify their clinics. The issue was caused when the clinic search returned multiple clinics. All of the clinics have the same number but a different agency. The system does not choose which clinic is correct, and, therefore, returns none of them on the VOC Document (Output).

The code has been modified to use the agency ID and clinic ID together so a single clinic's address is returned.

SUG-1775

State Office

Staff Activity Report CLD021 (Output)

Issue: When the Staff Activity Report CLD021 (Output) is generated, not all columns on the StaffTask table update.

Resolution: The code has been modified to ensure a record is added to the StaffTask table when a participant is pre-screened with a VOC document.

SUG-1776

Clinic

Food Adjustment Wizard

Issue: In an EBT clinic, a participant is issued nine (9) cans of formula in two different benefit issuances. Using the Food Adjustment Wizard screen, the formula is to be changed to soy but the system only allows the user to change the formula on the most recent benefit issuance. The previous formula that was unused from the first issuance cannot be changed.

Resolution: The code has been modified to handle the replacement of the same formula when it is issued in more than one issuance.

SUG-1783

Scheduled Job Administration

Permissions

Issue: When a new user is created with no permissions, accessing the Scheduled Job Administration application causes the system to display an object reference error.

Resolution: This issue was caused by the system not looking at the location object. The code has been modified to look at the location object to prevent the object reference error.

SUG-1786

Clinic

Applicant is Certified

Issue: When the CERT_NOTICE_AUTOMATICPRINT business rule is set to "Y" and no printer is attached to the computer, when the OK button is clicked on the Applicant is Certified screen, the system displays a standard confirmation message with the text, "No document printer has been selected. To continue printing the certification notice, click OK to select a printer. Click Cancel to return to the Applicant is Certified dialog to uncheck the Generate Certification Notice checkbox." However, when the CERT_NOTICE_AUTOMATICPRINT business rule is set to "Y", the Generate Certification Notice check box is not visible.

Resolution: The code has been modified to change the standard confirmation message (C0058) text to, "No document printer has been selected. Do you want to select a document printer and continue printing the certification notice?"

SUG-1789

Clinic

Open Participant Folder

Issue: When the Open Participant Folder toolbar button is clicked multiple times on the Participant List screen, the Participant Folder for the same participant displays multiple times before the system displays a standard error message (E0365) with the text, "Another copy of the folder for this Participant is already opened. Please use the existing folder."

Resolution: The code has been modified to add a collection variable on the Participant List screen. When the Open Participant Folder toolbar button is clicked multiple times, the system verifies whether the StateWICID exists in the collection variable. If it does not, the system adds it to the collection variable and displays the Participant Folder. If the StateWICID exists in the collection variable, the system verifies the last time the Participant Folder was displayed. If the difference between the current time and the last opened time is greater than ten (10) seconds, the system displays the Participant Folder. If it is less than ten (10) seconds, the system displays the E0365 standard error message.

The text of the E0365 standard error message has been modified to be more descriptive and to correct grammatical errors in the original message. The new message text is, "{first name, MI, last name}'s folder is already open."

SUG-1790

Clinic

Participation vs. Enrollment Monthly Report CLD029 (Output)

Issue: The headers for the months on the Participation vs. Enrollment Monthly Report CLD029 (Output) are not changing correctly. For example, when the report is generated for June after the August End of Month Processing, the headers read "Issue Month", "30-Day", and "Closeout" for June, May, and April. The headers should read "Closeout" for all those months.

Resolution: The headers for the three months' column groups were hard-coded in the system. As a result, the headers never changed. The code has been modified so the status of the groups is determined by the ProcessControl table. When a report is generated for the three months ending with the month identified by the ProcessControl table as the current month, the headers read "Closeout", "30-Day", and "Issue Month".

If the report is generated for the months ending with the one identified in the ProcessControl table as the prior month, the headers read "Closeout", "Closeout", and "30-Day".

If the report is generated for any 3-month period ending prior to or during the ProcessControl table's closeout month, the headers are "Closeout" for all three.

SUG-1797

Clinic

Referral Contact Information

Issue: When the Referrals tab is accessed immediately after the Participant Folder is displayed and the Referral Contact Information screen is displayed, the referral contacts are duplicated in the tree list.

Resolution: When the Referrals tab is accessed within the Participant Folder, the referral contacts are reloaded by the system. This issue was caused by the previous referral contacts not being cleared before they are reloaded. The code has been modified to clear the referral contacts before reloading them.

SUG-1801

Report Generator

Report Column Selection

Issue: When creating a report with the columns STATEWICID and REPORTEDLOSTDATE on the Report Column Selection screen, no results are displayed when the report is generated.

Resolution: The FoodInstrument table does not have values in StateWICID. The code has been modified to retrieve the StateWICID from the FoodInstrumentSET table when the FoodInstrument table is selected.

SUG-1806

State Office

Formula Compliance Report NUT005 (Output) and Infant Formula Issued by Age NUT006 (Output)

Issue: The Formula Compliance Report NUT005 (Output) and Infant Formula Issued by Age NUT006 (Output) have the same report number, "NUT005".

Resolution: The Infant Formula Issued by Age NUT006 (Output) has been modified to have the report number "NUT006".

SUG-1808

Clinic

Schedule Appointments for Household and Schedule Group Education Class for Household

Issue: On the Schedule Appointments for Household screen and Schedule Group Education Class for Household screen, the Member drop-down list box contains all household members even when a household member has been transferred to a different agency.

Resolution: The code has been modified to display only those members who are assigned to the currently selected agency. Household members that have been transferred to another agency no longer display.

SUG-1813

State Office

List of Items Paid without Issuance Report FDI002 (Output)

Issue: When generating the List of Items Paid without Issuance Report FDI002 (Output) in any output format, the Run Date and Run Time were cut off and not displayed on the output.

Resolution: The Run Date, Run Time, and Page fields were too close to the right margin of the report. The code has been modified to shift the Run Date, Run Time, and Page fields to the left to ensure they correctly display on the report output.

SUG-1815

State Office

Peer Counselor Contact Frequency - Breastfeeding Report CLN027 (Output)

Issue: When generating the Peer Counselor Contact Frequency - Breastfeeding Report CLN027 (Output), the Contact Topic column is being cut off, and the whole Contact Topic cannot be seen.

Additionally, the DFDD incorrectly documents the Contact Topic as Referral Reason.

Resolution: The code has been changed to allow the Contact Topic to wrap to the next line. This prevents the Contact Topic from being cut off in the output.

The DFDD has been updated to change "Referral Reason" to "Contact Topic".

SUG-1816

Financial Management

FNS-798 - Page 1 - Statement Spreadsheet (Output)

Issue: When generating the FNS-798 - Page 1 - Statement Spreadsheet (Output) in PDF format, the right side of the report is cut off. When displayed on screen or printed, the Run Date and Run Time are not displayed.

Resolution: The code has been modified to move the Run Date, Run Time, Page, and C/O Avg to the left 3/8 of an inch. This prevents the contents of the report from being cut off when generated.

SUG-1819

State Office

Assigned Caseload

Issue: A user who has the permission for Caseload Management set to "None" is able to edit the caseload on the Assigned Caseload screen.

Resolution: The code has been modified so the Assigned Caseload screen verifies the user's permissions before allowing actions.

SUG-1820

State Office

Generate Breastpump Inventory Report

Issue: When the OK button is clicked on the Generate Breastpump Inventory Report screen after specifying the parameters for the output, the system displays a standard error message with the text, "The types of parameter field and parameter field current values are not compatible."

Resolution: The code that displays the report output was not including the user's name, which caused the report to fail with a parameter error when the user name parameter was empty. The code has been modified to allow the report to generate with an empty user name. Additionally, when this report is generated using either the State Office or Clinic applications, the report is generated the same way and ignores whether a user name is included.

SUG-1821

State Office

Generate Multiple-use Breastpumps Pending Receipt Report and Generate Single-use Breastpumps Pending Receipt Report

Issue: When generating the reports from the Generate Multiple-use Breastpumps Pending Receipt Report screen and Generate Single-use Breastpumps Pending Receipt Report screen, the system displays a standard error message with the text, "This field name is not known."

Resolution: The reports referenced a field that was not defined when the report contents were empty. As a result, the report was generated only when there were orders to display in the report, and it failed when no orders were pending and the report was empty. The code has been modified to add the missing mapping definition so Crystal Reports could know the field's name even when no data was present.

SUG-1822

State Office

Manage Inventory

Issue: Many of the inventory management functions on the Manage Inventory screen can be performed by a user who does not have the correct permissions.

Resolution: The code has been modified to add the correct permissions for the various manage inventory functions.

SUG-1825

Clinic

Benefits (Issue Benefits)

Issue: When an infant who was partially breastfed is changed to fully breastfed at four months, the system is suggesting formula on the Benefits (Issue Benefits) screen.

SUG-1827

State Office

Breastfeeding Item Inventory Report CLN012 (Output)

Issue: According to the DFDD, the Breastfeeding Item Inventory Report CLN012 (Output) is available in the State Office application. However, the Breastfeeding Item Inventory list item is not available on the Generate Reports screen.

Resolution: The code has been modified to add the Generate Breastfeeding Item Inventory Report screen to the State Office application. The Breastfeeding Item Inventory list item is now available on the Generate Reports screen. Additionally, the report can be generated from the Generate Breastfeeding Inventory Reports screen.

SUG-1830

Scheduled Job Administration

End of Month Processing

Issue: The Flagged Checks Report (FDI014) contains values in the spreadsheet output that are listed as text rather than numeric values.

Note: This is a Minnesota-only report.

Resolution: The code has been modified to format the code sent to Excel so the columns for Check Number, Formula, Vendor Stamp, and Vendor ID are formatted as numbers. SPIRIT supports the storing of letters in the check number, vendor stamp, and vendor ID fields. If a particular state chooses to store letters in any of these fields, Excel will not return an error. Instead, it correctly displays the information even though the column is formatted to display numbers.

SUG-1831

State Office

Breastpump Inventory Report CLN011 (Output)

Issue: According to the DFDD, the Breastpump Inventory Report CLN011 (Output) is available in the State Office application. However, the Breast Pump Inventory list item is not available on the Generate Reports screen.

Resolution: The code has been modified to add the Generate Breastpump Inventory Report screen to the State Office application. The Breast Pump Inventory list item is now available on the Generate Reports screen. Additionally, the report can be generated from the Generate Breastfeeding Inventory Reports screen.

SUG-1833

Scheduled Job Administration

End of Month Processing

Issue: The Food Items on Checks Redeemed Summary (FDI008) contains values in the spreadsheet output that are listed as text rather than numeric values.

Note: This is a Minnesota-only report.

Resolution: The code has been modified to format the types from string to number for the first three (3) columns in the report.

SUG-1837

State Office

County/Municipality Caseload

Issue: When the user role's permissions for County Caseload are set to Add, View, or Full, the user is unable to make modifications on the County/Municipality Caseload screen. However, when the permissions are set to None, all functionality is enabled.

Resolution: The system was using the incorrect permission when accessing the County Caseload functions. The code has been modified to use the correct permissions.

SUG-1838

State Office

Estimated Caseload

Issue: When a new fiscal year is added on the Estimated Caseload screen by clicking the New Fiscal Year button, the Fiscal Year drop-down list box does not refresh with the new fiscal year. The screen must first be closed and then re-opened to display the new year.

Resolution: The code has been modified to ensure the Fiscal Year drop-down list box is completely refreshed when a new fiscal year is added. Additionally, the data was not being correctly saved when the OK button is clicked. The code has been modified to correct these issues.

SUG-1839

State Office

Calculate Estimated Eligible Caseload and Estimated Caseload

Issue: When the user role's permissions for Clinic Caseload are set to View or Add, the user does not have access to the Calculate Estimated Eligible Caseload screen. Additionally, the view permission is able to edit the Estimated Caseload screen.

Resolution: The code has been modified so the Estimated (Clinic) Caseload function uses the "Estimated Caseload" permission. The name of the permission has been changed from "View Clinic Caseload" to "Estimated Caseload". The Estimated Caseload screen has been modified to use the correct permissions.

SUG-1840

State Office

Permissions Matrix

Issue: When the State Office Participant View permission is set to "Full", the user is unable to view a Participant Folder or open a Participant Folder. If the Participant Management Participant Folder permission is set to "Full", the user can view the Participant Folder.

Resolution: The State Office Participant View permission does not function within the code and it has been removed from the code and the Permissions Matrix. Access to the Participant Folder is controlled by the Participant Management Participant Folder permission.

SUG-1842

Business Rule

USETWOMOSTRECENTMESUREMENTSRF133P

Issue: The high risk threshold for the USETWOMOSTRECENTMESUREMENTSRF133P business rule should be assigning based on the values set when there are two (2) measurements in the 2nd and 3rd trimesters. However, it appears to assign in the 1st trimester and did not follow the correct amounts.

Resolution: When the USETWOMOSTRECENTMESUREMENTSRF133P business rule is set to "N", all measurements during pregnancy are compared directly to the pre-pregnancy weight, so only one measurement is required for assigning the related risk factor.

The DFDD has been updated to document that setting the High Risk Threshold to "0" for assignment type "H" results in the participant being assigned as high risk when the USETWOMOSTRECENTMESUREMENTSRF133P business rule is set to "N".

SUG-1846

Clinic

Income History

Issue: When twenty-five (25) Adjunctive Income Eligibility options are set as active on the Adjunctive Income Eligibility Maintenance screen, and the local reference data is updated/reset, if the user clicks the Income Calculator button on the Income History screen, the system displays a standard error message with the text, "Index 50 is out of range. Parameter name: index".

Resolution: The code has been modified to verify the index value being used is not too large in the loop used to populate the Adjunctive Eligibility. The modification ensures the loop is exited when it reaches the end of the list of controls. There is a maximum of twenty-five (25) Adjunctive Eligibility items with two (2) controls per item. The code was not verifying if the counter was greater than the total number of controls, and this resulted in the index being out of range.

SUG-1847

Clinic

Participant Folder

Issue: When a participant is terminated from within the Participant Folder and the user navigates to a different tab and chooses not to save any changes, then the participant is reinstated and the user navigates to the Health Information tab, the system displays an object reference error.

Resolution: The code has been modified to suppress the object reference error when not saving data when switching between tabs.

SUG-1851

Clinic

Add/Replace Set of Benefits

Issue: Participants can be issued benefits on the Add/Replace Set of Benefits screen when the participant is past the certification end date.

Resolution: Participants are able to be issued additional benefits on the Add/Replace Set of Benefits screen so long as it is within thirty (30) days of the participant's certification end date and the participant is still categorically eligible.

The code has been modified to prevent the additional set of benefits being created if the PFDTU is after the certification end date or the categorical ineligibility date.

SUG-1853

State Office

Loan Breastpump to Location

Issue: When the Location text box is left blank on the Loan Breastpump to Location screen and the OK button is clicked, the system displays a standard error message with the text, "An entry is required for the Serial Number."

Resolution: The verify method was not using the correct name when describing validation errors. The code has been modified to change the validation field to reflect the correct control label.

SUG-1854

State Office

Loan Breastpump to Location

Issue: When the OK button is clicked on the Loan Breastpump to Location screen, the system displays a standard error message that the server was unable to process the request.

Resolution: The code has been modified to correctly change the screen to properly transform the business object into XML before calling the web service. A similar issue was corrected on the Manage Consigned Breastpumps screen when the Return Breastpump button is clicked.

SUG-1861

State Office

Nutrition Education Contact

Issue: The Add Goal Setting Contact button on the Nutrition Education Contact screen in the State Office application is enabled. Users can access the goal setting data and modify it.

Resolution: The code has been modified to always disable the Add Goal Setting Contact button.

SUG-1862

State Office

Nutrition Education Contact

Issue: When a new participant is added, a user in the State Office application can edit or delete nutrition education contacts on the Nutrition Education Contact screen on the same day the participant is added.

Resolution: The code has been modified to always disable the Edit Contact, Material or Referral button and the Delete Contact, Material or Referral button.

SUG-1867

State Office

Manage Consigned Breastpumps

Issue: A user who does not have permissions to access the Manage Consigned Breastpumps screen can access it, but not the various functionality within the screen.

Resolution: A new permission has been created for the Manage Consigned Breastpumps screen.

SUG-1868

State Office

Duplicate Participant Investigation Results

Issue: A user with no permissions to the State Office application can access the Duplicate Participant Investigation Results screen and functionality.

Resolution: A new permission has been created for the Duplicate Participant Investigation Results screen and functionality.

SUG-1869

State Office

Manage Consigned Breastpumps

Issue: When two (2) clinics have the same ID and one is selected on the Manage Consigned Breastpumps screen, the system displays a standard error message. A similar standard error message displays when the OK button is clicked on the Generate Multiple-use Breastpumps Pending Receipt Report screen when two (2) clinics have the same ID.

Resolution: The code has been modified to change the view to join the ServiceSite table on Agency ID and Service Site ID. Additionally, the sub-query for the report has been modified to return only one value.

SUG-1872

Management Console

Role Profile

Issue: When creating a new role profile on the Role Profile screen, the system displays a standard error message with the text, "Violation of PRIMARY KEY constraining 'PK_PERMISSION'. Cannot insert duplicate key in object 'dbo.PERMISSION'. The statement has been terminated."

Resolution: This issue could not be reproduced in the most recent SPIRIT version. However, a similar standard error message was encountered. The SEQNUMBERS table was off by one in the LastNumberUsed column. As a result, when the code attempted to retrieve the next available ROLEID from SEQNUMBERS, it retrieved a number that was already in use. The SQL_Changes.sql will fix instances of this error by setting the LastNumberUsed in SEQNUMBERS to the maximum value in ROLE.

This issue was mostly likely corrected in an earlier release.

SUG-1880

System Administration

Permissions

Issue: The permissions for the System Administration application are not functioning correctly. On the Role Profile screen of the Management Console application, the permissions for System Administration are listed under Management Console. Users without permissions are able to view, print, and purge event logs.

Resolution: New permissions were added for the System Administration application.

SUG-1881

System Administration

Edit Clinic

Issue: When the Default County drop-down list box value is modified on the Edit Clinic screen, the system is not saving the county change. When the Edit Clinic screen is dismissed and the Clinic Information Maintenance screen is dismissed, if the Edit Clinic screen is displayed again, the county has reverted to the original value.

Resolution: There are two sets of "edit" code depending on how the Edit Clinic screen was accessed (double-clicking a record in the data grid and clicking the Edit button). When double-clicking a record, the edit functionality was not correctly saving the changes to the database. The code has been modified to correctly save the changes to the database.

SUG-1884

Clinic

Participant Summary (Output)

Issue: When generating the Participant Summary (Output), the report displays an incorrect W/S% (Weight for Stature percent). Additionally, the time when the report is generated is always displayed as "12:00:00 AM". Certain risk factors are being duplicated on the report output.

Resolution: The start and end dates for the report were being passed in a format that included the time of the report generation. One date in the report was right-justified while the other was left-justified. This resulted in the time being displayed in some instances with the date being cut off. The code has been modified to display only the date.

The W/S% miscalculation was caused by the report duplicating the weight for age value. The code has been modified to retrieve the correct W/S% value.

The duplication of risk factors was caused by the report listing all of the risk factors that match both the risk factor ID and the WIC category. Because risk factors are identified by the system based on the risk factor ID, WIC category, age category, maximum breastfeeding amount, and second greatest breastfeeding amount, when the report attempted to retrieve the risk factor based on two criteria, multiple listings of the risk factor were displayed. The code has been modified to change the view of V_PARTICIPANTSUMMARY_RISKFACTORS so it includes all five criteria. The report now filters the unneeded risk factors based on the criteria.

SUG-1885

Clinic

Add SOAP Note and Full Page View

Issue: When a long entry is entered on the Add SOAP Note screen and then viewed on the Full Page View screen, the text of the note is being truncated. The DFDD makes no reference to the SOAP note being truncated for long entries.

Resolution: The code has been modified to store all characters entered on the Add SOAP Note screen. The DFDD has been updated to specify that there is no maximum character limit for a SOAP note.

SUG-1886

Clinic

Height/Weight Measurement

Issue: When no entry is made in the Pounds masked edit box or the Ounces masked edit box on the Height/Weight Measurement screen, when the screen is processed the orange halo does not display around either masked edit box.

Resolution: The code has been modified to add the orange halo when the OK button is clicked for processing the screen. Additionally, the Measurement Date calendar control has been modified to conform to the standards and consistencies so the date displays as MM/DD/CCYY.

SUG-1890

Clinic

Income Calculator

Issue: When certifying a family with multiple contacts and adjunctive eligibilities, the new contact is not added on the Income Calculator screen. Instead, the system moves the contacts down one place and removes the bottom contact.

Additionally, if the user removes an adjunctive eligibility, the system randomly removes other participants from the Income Screening Contacts tree list on the Income Calculator screen.

Resolution: The Income Screening Contacts tree list is not refreshing properly. The code has been modified to add a missing line of code to correctly refresh the contents of the tree list.

SUG-1891

Clinic

Certification Notice (Output)

Issue: When generating the Certification Notice (Output) for a participant who has an adjunctive eligibility, the output displays that the participant has no adjunctive eligibility.

Resolution: The system was using the income contact record properties to retrieve the adjunctive details. The code has been modified to retrieve the adjunctive details from the income contact adjunctive item record.

SUG-1900

Clinic

Benefits (Issue Benefits)

Issue: When the breastfeeding amount for an infant is changed, the system does not update the existing food package for the infant or the mother. When the user manually modifies the food package based on the change in breastfeeding amount, the system is adding additional food items creating an incorrect food package for issuance.

SUG-1903

Clinic

DAYSALLOWRESIDENCYCOPY

Issue: When the DAYSALLOWRESIDENCYCOPY business rule value is set and a participant's residency is verified, if a new household member is added after the maximum limit of the business rule, the residency proof is copied. For example, if the DAYSALLOWRESIDENCYCOPY business rule is set to thirty (30) and a new household member is added on day thirty-one (31) after the original household member's residency proof has been verified, the residency proof of the first participant is copied when it should not be.

Resolution: The code has been modified to not copy the residency proof to other household members when a participant has the residency proof changed if the DAYSALLOWRESIDENCYCOPY business rule is null or zero (0). If the date of the residency verification for the other household member with the most recent residency proof date is less than or equal to the DAYSALLOWRESIDENCYCOPY business rule value, the residency proof is copied to all other household members. If the date is greater than the DAYSALLOWRESIDENCYCOPY business rule, the residency proof is not copied to the other household members.

SUG-1908

Clinic

Assign Certification Risk Factors

Issue: When a risk factor is added using the Select button on the Assign Certification Risk Factors screen and the Enter key is pressed on the keyboard, the system displays the Nutritional Risk Factor Guides. It does not activate the OK button and return the user to the Certification Guided Script.

Resolution: The code has been changed so the OK button receives focus after the Select button is clicked. This causes the OK button to function as expected.

SUG-1912

Central Administrative Site

Appointment Type

Issue: On the Appointment Type screen, the reminder interval cannot be changed for system-defined appointment types.

Resolution: The code has been modified to enable the Reminder Interval text box when the Appointment Type screen is displayed in Edit mode for a system-defined appointment type.

SUG-1914

Scheduled Job Administration

End of Day

Issue: During End of Day processing, the system is marking many certification records as ineligible for "failure to complete certification" on the same day even when the certification start dates are different. It appears that End of Day processing is changing the ineligibility date of a record already marked "E" (failure to complete certification) to the current system date each time the process is run.

Resolution: The code has been modified to prevent End of Day from re-processing the same rows each day. The system now ignores certifications with a CertTermReason that equals "E" and CertIneligibleReason that is not null.

SUG-1921

Clinic

Pregnancy Information

Issue: On the Pregnancy Information screen after a certification has been completed, the Has Not Received Prenatal Care check box cannot be checked or unchecked because it is disabled.

Resolution: The code has been modified to enable the Has Not Received Prenatal Care check box when a certification has been completed for the participant.

SUG-1931

Clinic

No Show Report CLN021 (Output)

Issue: When generating the No Show Report CLN021 (Output), the criteria specified on the Generate No Show Report screen does not display on the output. For example, the selected clinic is not the clinic displayed on the report.

Resolution: The appointments selected for inclusion on the report are based only on the Clinic ID rather than both the Agency ID and the Clinic ID. As a result, if two or more agencies have clinics with the same Clinic ID, those clinics' appointments display on the report. The code has been modified to include the Agency ID when specifying criteria to ensure that each agency's report only includes appointments for clinics belonging to that agency.

The Clinic ID was being added to the criteria using "OR" operators. As a result, a given appointment would be included in the report if it was within a specified range or if it belonged to any of the specified clinics. Appointments were included in the report because they belonged to one of the specified clinics whether or not they were within the specified date range. The code has been modified to add groups of Clinic IDs with an "AND" operator so the appointment is included in the report if it is within the specified date range and belongs to one of the specified clinics.

SUG-1935

Reference Utility

Materials Given

Issue: When using the mouse wheel to scroll in the WIC Category drop-down list box on the Materials Given screen, only one record is displayed in the Materials editable data grid when there are multiple records. As the user continues to scroll, the Active check box in the second record displays. When the blank Delete button is clicked in the second record, the record details populate. Then when the user clicks the WIC Category drop-down list box, the system displays an unhandled exception.

Resolution: The code has been modified to prevent the Materials editable data grid from being loaded incorrectly when the WIC category is changed in the WIC Category drop-down list box.

SUG-1936

Clinic

Infant Information

Issue: When certifying a non-breastfeeding woman, the Unknown radio button in the Ever Breastfed radio button group is selected by default on the Infant Information screen.

Resolution: The code has been modified to have no default selection in the Ever Breastfed radio button group.

SUG-1938

Clinic

Benefits (Issue Benefits)

Issue: A participant who has pending proof of income has had benefits issued on the Benefits (Issue Benefits) screen. Additional benefits can still be printed for future issuance when the participant has pending proof of income.

Resolution: The code has been modified to add a flag to the Member table to track when a participant has pending proof and already received their one allowed benefit set. When the participant's initial set of benefits are issued and the participant still had pending proof of income and the user attempts to issue more benefits, the system displays a standard error message (E0366) with the text, "Participant had proof pending and have already received one allowed set of benefits." Only when the participant has no pending proofs can additional benefits be issued.

SUG-1939

State Office

Agency Check Audit Report FDI010 (Output)

Issue: When generating the Agency Check Audit Report FDI010 (Output), it is not using the minimum CertEffectiveDate for the certification period. As a result, the report is including pseudo-certifications in the report.

Resolution: The Agency Check Audit Report FDI010 (Output) produces two Excel files. In the first Excel file, each food instrument was being matched to its participant's current certification record regardless of which certification had been active at the time the instrument was issued. If a member had been recertified after the food instrument had been issued, the report was displaying the effective date of the participant's new certification and not the effective date for the certification currently in effect on the date of issuance.

If the participant's current certification had been changed and the system had created a pseudo-certification, the date the report displayed was the latest certification change and not the effective date of the entire certification.

The code has been modified to change the query which creates the report so it now correctly matches the food instrument to the current certification when the food instrument was issued. It uses the effective date for the overall certification rather than the latest pseudo-certification record.

SUG-1943

Vendor

Approve New MAR Prices and Override MAR Prices

Issue: On the Approve New MAR Prices screen and Override MAR Prices screen, the Average Price column does not contain any values; it displays as "$0.00" for all records.

Additionally on the Override MAR Prices screen, the Standard Dev column does not contain any values; it displays as "$0.00" for all records.

Resolution: The SQL queries to populate the data grids on the Approve New MAR Prices screen and Override MAR Prices screen joined the Vendor and FoodInstrumentItemRedeemed tables on the VendorID column. The issue was caused by the VendorID column being defined as different lengths in those tables. The code has been modified to account for the differences in length of the VendorID column.

SUG-1962

Clinic

VOC Certification

Issue: When a breastfeeding or non-breastfeeding participant with a previous pregnancy or postpartum record is certified on the VOC Certification screen, the system attaches the current VOC certification to the previous record using the PregnancyID or PostpartumID of the CertContact record.

Resolution: When a postpartum breastfeeding or non-breastfeeding participant has a VOC certification or the certification is completed using the Certification Guided Script, if the No radio button is selected in the Were you on WIC in this state during the pregnancy related to this postpartum certification radio button group, the system now performs the following actions:

• No pregnancy record is created.

• No link to any pregnancy ID with the certification contact record is created. The pregnancy ID is null.

• No pregnancy information displays on the Pregnancy Information screen.

• A postpartum record is created.

• The postpartum record is linked to the certification contact by placing the postpartum ID in the CertContact.

• The postpartum information displays on the Postpartum Information screen.

TOF-27

Clinic

Benefits (Issue Benefits)

Issue: A food prescription consisting of 77.5 ounces of infant meat can only issue 77.0 ounces of infant meat. The application and the EBT Processor account record both show that only 77.0 ounces of infant meat was issued to a participant.

Resolution: The code has been modified to add a new distribution rule for EBT use. The rule, "Entire Qty on Specific Check without Rounding" allows all EBT issuances to go directly into the largest item purchase size with no rounding. If the largest item purchase size uses a conversion factor other than one (1), the system converts to the item purchase size rounding to two (2) decimal places.

TOF-52

Clinic

VOC Certification

Issue: When a certification is completed on the VOC Certification screen, the system does not update the PregnancyID in the CertContact table or the Pregnancy table.

Resolution: When a postpartum breastfeeding or non-breastfeeding participant has a VOC certification or the certification is completed using the Certification Guided Script, if the No radio button is selected in the Were you on WIC in this state during the pregnancy related to this postpartum certification radio button group, the system now performs the following actions:

• No pregnancy record is created.

• No link to any pregnancy ID with the certification contact record is created. The pregnancy ID is null.

• No pregnancy information displays on the Pregnancy Information screen.

• A postpartum record is created.

• The postpartum record is linked to the certification contact by placing the postpartum ID in the CertContact.

• The postpartum information displays on the Postpartum Information screen.

TOF-54

Vendor

Stamp Issuance

Issue: A vendor who was an application in software version 2.14 cannot be issued a stamp on the Stamp Issuance screen in software version 2.15. When the user attempts to issue the stamp, the system displays a standard error message (E0367) with the text, "A stamp has already been issued to this vendor."

Resolution: The code has been modified to look for a stamp number when issuing a stamp number to a vendor. If there is no stamp number issued, the standard error message does not display.

TOF-55

Clinic

Benefits (Issue Benefits)

Issue: When the Food Prescription (Issue Benefits) screen is accessed, and changes are or are not made to that screen, then the Benefits (Issue Benefits) screen is displayed, the Selected LDTU of radio button is disabled.

Resolution: The code has been modified to add a function call to enable the cycle adjustment controls when the user switches between tabs. Additionally, another function was modified to maintain the existing values in the controls so they are not reset.

TOF-59

Vendor

Top 10 Food Instrument Types by Peer Group Report VND070 (Output)

Issue: When generating the Top 10 Food Instrument Types by Peer Group Report VND070 (Output), the PDF output has the right margin cut off, the print to screen output has the left side of the Run Time cut off, and the printed output has both the Run Date and Run Time cut off.

Resolution: The code has been modified to move the labels for Run Date, Run Time, and Page Number to the left. The fields were made larger so no characters are cut off in the output.

TOF-60

Vendor

Address

Issue: When editing a corporate parent's address information on the Address screen, a new address is entered manually but it does not display on the Corporate Owner screen. When the address is edited a second time and the OK button is clicked, the system displays a violation of unique key constraint error.

Resolution: The code has been modified to correct the Insert versus Update logic on the Address screen.

TOF-63

Clinic

Food Prescription (Issue Benefits)

Issue: Regardless of what node is selected on the Household Food Prescriptions tree list on the Food Prescription (Issue Benefits) screen, the Change Food Prescription button is enabled.

Resolution: The code has been changed to rename the Change Food Prescription button to the Edit Food Prescription button. This button is only enabled when a food prescription has a date equal to or greater than the current system date.

TOF-66

Clinic

Health Information

Issue: When a value is entered in the Per Day - 3 Months Prior to Pregnancy masked edit box on the Postpartum Information screen or in the Per Day - Last 3 Months of Pregnancy masked edit box on the Pregnancy Information screen, and a value is entered in the Per Day - Current masked edit box, the Smoking Change drop-down list box changes. When the user tabs to another control then returns, using the mouse, to change a smoking value, the Smoking Change drop-down list box does not change. Additionally, when the screen is saved and closed and then reopened, the Smoking Change drop-down list box does not display a change based on the new values entered.

Resolution: The code has been modified to correctly change the value of the Smoking Change drop-down list box when the other masked edit boxes are modified.

TOF-67

Vendor

Annual Training Roster VND019 (Output)

Issue: When generating the Annual Training Roster VND019 (Output), if no vendors have a value for the Address 2 line, the report prints a blank line between Address 1 and the City. However, if one vendor has an Address 2, the report prints correctly with no extra lines.

Resolution: The Crystal Report was not recognizing null values correctly. The code has been modified to change data select to return space when address lines are null. Additionally, the alignment of Address 2 has been corrected, and the code has been modified to remove the suppression of sections for city-state-ZIP so lines for signature print regardless of null values in city-state-ZIP.

TOF-68

Vendor

Annual Training Roster VND019 (Output)

Issue: When generating the Annual Training Roster VND019 (Output), some vendor names are duplicated as many as four or five times.

Resolution: The vendor is being duplicated because it is associated with multiple service sites. The report should create a page break on a change in the service site ID, and the vendor should be printed for each service site. The code has been modified to print the service site ID and the vendor name then to create a page break on service site when the PRIMARYAGENCY business rule equals "N".

TOF-70

Vendor

EBT Redemption Data

Issue: The EBT Redemption Data screen can be accessed using the EBT Redemption Data menu option for EBT-disabled system.

Resolution: The code has been modified to not display the EBT Redemption Data menu option for EBT-disabled system.

TOF-72

Clinic

Food Adjustment Wizard

Issue: When the Food Adjustment Wizard screen is used to void current and future benefits, the current benefits are not being deleted. However, the change to the benefits was correctly made.

Resolution: When the void current benefits process occurs, the system compares the amount issued to the amount remaining. If the amount remaining is less than the amount issued, the system displays a standard error message (E0048) with the text, "There are not enough benefits remaining on the household account to void current benefits. Current benefits cannot be voided."

The code has been modified so when the amount remaining is below the original amount issued, the system verifies whether the amount decremented is the same as the amount voided. If that is true, the system allows the user to void the current benefits because none of the decremented quantities occurred due to the participant redeeming the benefits.

TOF-80

Vendor

High Risk Analysis

Issue: When a high risk analysis is run on the High Risk Analysis screen, a new vendor is not marked as having High Risk Criterion V (New Vendor).

Resolution: The high risk analysis was not examining a vendor's Applicant event whose start date was the same as the To calendar control in the date range. This was caused by the SQL being written to find event rows whose start dates were between the provided date range. Because the user provides only the date range and not the time, the system defaults the time to 12:00 a.m. (00:00:00). However, the event start dates stored in the system include the time of the day they were created. As a result, an event created at 2:00 p.m. (14:00:00) on May 22 is outside the date range from May 1 (00:00:00) through May 22 (00:00:00). The code has been modified to change the SQL to ignore the time element of the dates.

TOS-55

Clinic

Benefits (Issue Benefits)

Issue: When the benefits for an infant are voided for previous months and then issued as a late pickup, the LDTU is before the FDTU for the mother and the infant and the benefits being issued are full benefits.

Resolution: The code has been modified to add a flag to the Member table to track when a participant has pending proof and already received their one allowed benefit set. When the participant's initial set of benefits are issued and the participant still had pending proof of income and the user attempts to issue more benefits, the system displays a standard error message (E0366) with the text, "Participant had proof pending and have already received one allowed set of benefits." Only when the participant has no pending proofs can additional benefits be issued

TOS-68

Risk Factors

Risk Factors Matrix

Issue: The DFDD documents that Risk Factor 133 is assigned when "Weight gain during pregnancy is more than desired. Unlike all other risk factors, once the participant is assigned this risk factor, it cannot be removed." This is inconsistent with the handling of risk factors as others can be removed.

Additionally, the DFDD does not correctly document the changes to Risk Factor 133 for ENH-181 that modifies the risk factor to use an either/or methodology to determine whether the risk factor is assigned.

Resolution: The DFDD has been updated to clarify that Risk Factor 133 cannot be removed after it has been assigned. The system determines based on the participant's measurements that she was over the normal weight gain for a span of time during her pregnancy. All other measurements might indicate she has had normal weight gain before and after the measurements that caused Risk Factor 133 to be assigned. Regardless, at some point during the pregnancy she gained more than the normal amount of weight, so the risk factor remains because it was appropriate.

The DFDD has been updated to document the changes for the either/or methodology for determining the risk factor assignment.

TOS-69

Clinic

Nutrition Assessment Contact

Issue: When adding a new nutrition assessment contact on the Nutrition Assessment Contact screen to an existing participant who is currently in a valid certification, a pseudo-certification is created when it should not be. The pseudo-certification should only be added and a risk factor analysis be completed when a nutrition assessment risk factor is added.

Resolution: The code has been modified to prevent unnecessary pseudo-certifications when no risk factor is assigned and to properly save the nutrition assessment risk factors.

VRP-20

Vendor

Vendor Summary by Vendor VND020 (Output)

Issue: When generating the Vendor Summary by Vendor VND020 (Output) to a PDF, the system displays a standard error message with that text, "CAST or CONVERT: invalid attribute specified for type 'int'".

Resolution: The code has been modified to correct several misnamed items which prevents the proper retrieval of data from the database. These errors caused both the Food Instrument Details and State Summary Detail Levels to fail during generation.

VRP-126

Vendor

The Integrity Profile (TIP) File (Output)

Issue: When generating The Integrity Profile (TIP) File (Output), the last column, Reason for Sanction V, does not have a heading and is not populated with data

Resolution: The code has been modified to add a description of the sanction reason "V" to the ViolationType table. The stored procedure has been modified to recognize the presence of a sanction reason V and to include it in the data queried for The Integrity Profile (TIP) File (Output). The code for generating The Integrity Profile (TIP) File (Output) has been modified to include sanction reason V in both the text and Excel versions.

VRP-137

Clinic

Benefits (Issue Benefits)

Issue: When a breastfeeding infant who is about to turn one (1) year of age is issued a child's benefits on his or her first birthday, the FoodInstrumentSet table does not correctly reflect the infant's breastfeeding amount. Additionally, the WIC category changes from infant to child before the participant's first birthday.

Resolution: The issue is caused by the AmountBreastfed property defaulting to 4 when a value other than 1-5 is entered. When the FoodInstrumentSet is created, it defaults to 4 and does not change unless the code changes it somewhere else. The code is not saving the replacement benefit set for the infant, and it does not retrieve the breastfeeding amount from the Child record. As a result, the value never changes from 4 to 2.

The code has been modified to retrieve the breastfeeding amount for the infant and save it to the FoodInstrumentSet record. Additionally, the code has been modified to retrieve the breastfeeding amount for children, pregnant women, breastfeeding women, and non-breastfeeding women.

When the additional set is created, it is using the child food prescription to build the benefit, and it uses the "C" (child) WIC category when making the FoodInstrumentSet record. The code has been modified so the infant's FoodInstrumentSet record retains the WIC category of "I" (infant).

VRP-145

Clinic

Demographics

Issue: When a city is selected in the City drop-down list box on the Demographics screen, the ZIP masked edit box is not automatically populating for some cities and instead displays a standard error message (I0048) with the text, "The ZIP code for this city must be added to the database. Please contact the help desk." The city and associated ZIP code currently exist in the database.

Resolution: The value being loaded in the City drop-down list box was being retrieved from the LegalMunicipalityID column and it should have been using the LocalMunicipalityID column. The code has been modified to retrieve the values from the correct column.

VRP-147

Vendor

Stamp Replacement

Issue: When completing a Stamp Replacement event on the Stamp Replacement screen, the Stamp Issued Date calendar control is disabled so there is no place to enter the date on which the stamp was reissued.

Resolution: The code has been modified to disable the Bank Effective Date calendar control when the Keep Current Stamp Number check box is checked. The date of the replacement event is the date entered in the Date of Event calendar control on the Events screen.