Issue#
Application Module
Primary Function
Detail
Enhancements
ENH-12
State Office
Participants for Chart Audit Report OPR051 (Output)
The system has been modified to add a new Participants for Chart Audit Report OPR051 (Output). It is generated when the OK button is clicked on the Generate Participants for Chart Audit Report screen. The report randomly selects participants for chart audits based on the federal fiscal year, the agency and clinic, the WIC category, and the percentage or number of participants for the selected WIC category.
ENH-50
Clinic
Child Health Information
The Child Health Information screen has been modified to reverse the order of the Birth Weight Lbs and Birth Weight Ozs masked edit boxes with the Birth Height In and Birth Height 8ths masked edit boxes to be consistent with other screens in the application.
ENH-58
Clinic
Participant List
The Participant List screen has been modified to display high risk participants in the Details pane. When the details are displayed for a high risk participant, the outside border of the Details pane is highlighted in yellow.
ENH-103
Clinic
View Appointments for Date
The View Appointments for Date screen has been modified so the selected record in the Scheduled Appointments data grid remains selected when a new screen is displayed from the View Appointments for Date screen and the View Appointments for Date screen is displayed again without being closed.
ENH-105
Central Administrative Site, Clinic, State Office
Medical Prescription Expiration Date - Formula Report CAS006/CLN005/OPR025 (Output), Medical Prescription Expiration Date - Non-formula Report CAS014/CLN036/OPR050 (Output), Medical Prescription - Formula Report CAS012/CLN034/OPR011 (Output), and Medical Prescription - Non-formula Report CAS013/CLN035/OPR049 (Output)
The Special Prescription Formula report has been changed to the Medical Prescription - Formula Report CAS012/CLN034/OPR011 (Output). It can now be output as a spreadsheet. It is generated when the OK button is clicked on the Generate Medical Prescription - Formula Report screen.
The Special Formula Expiration Date Report has been changed to the Medical Prescription Expiration Date - Formula Report CAS006/CLN005/OPR025 (Output). It can now be output as a spreadsheet. It is generated when the OK button is clicked on the Generate Medical Prescription Expiration Date - Formula Report screen.
A new Medical Prescription - Non-formula Report CAS013/CLN035/OPR049 (Output) has been added to report the non-formula medical prescription food items issued to participants. It is generated when the OK button is clicked on the Generate Medical Prescription - Non-formula Report screen.
A new Medical Prescription Expiration Date - Non-formula Report CAS014/CLN036/OPR050 (Output) has been added to report the non-formula medical prescription food items' expiration dates. It is generated when the OK button is clicked on the Generate Medical Prescription Expiration Date - Non-formula Report screen.
ENH-108
Clinic
Generate Group Class Roster
The Generate Group Class Roster screen has been modified to allow the output of all classes for a single day. A new Print for Entire Day check box has been added to the Generate Group Class Roster screen to allow the user to specify whether the entire day's classes are generated or a single class.
The Group Class Roster CLN022 (Output) has been modified to include secondary headings for Agency and Clinic information with the agency and clinic ID. It is now sorted by Household ID then by client first name. The Telephone 2 column has been added.
ENH-186
Direct Distribution
Direct Distribution Redemption
The Direct Distribution Redemption screen has been modified to add a Benefit Number column to the Participants data grid to allow users the ability to verify what food instruments are being checked out and what items are displaying in the Food List data grid.
Additionally, the Direct Distribution Redemption screen has been modified to conform to SPIRIT standards and consistencies.
ENH-188
SPIRIT
Quickbooks 10
The SPIRIT application has been tested for functionality with Quickbooks 10. A new DLL file has been added to the application to allow Quickbooks 10 to function correctly with SPIRIT.
ENH-195
Clinic
Benefits History
The Benefits History screen has been modified to include controls that allow the user to reprint the list of food items for EBT-enabled system. A new Reprint Shopping List group box has been added with a Household radio button and Participant only radio button. A Print button has been added to allow the user to print the shopping list.
Note: This enhancement applies to EBT-enabled system only.
ENH-196
Financial Management
Generate Supplier Rebate Report
The Generate Supplier Rebate Report screen has been modified to allow users to output EBT redemptions, checks, or both checks and EBT redemptions. A new Report Options radio button group has been added along with the Checks and EBT radio button, Checks Only radio button, and EBT Only radio button to specify the information displayed on the output.
Note: This enhancement applies to EBT-enabled system only.
ENH-199
Direct Distribution
Food List Receipt (Output)
The Food List Receipt (Output) has been modified to print the redeemed items on the first page of the report. The second page of the report displays the unredeemed items.
ENH-203
State Office
One to One Reconciliation - Direct Distribution Report FIN023 (Output)
The One to One Reconciliation - Direct Distribution Report FIN023 (Output) has been added to display multiple redemptions for the same food item for direct distribution sites. The existing One to One Reconciliation Report FIN022 (Output) is continued to be used by non-direct distribution sites.
ENH-207
Central Administrative Site, Clinic, and State Office
Participant List
The Participant List screen has been modified to validate the PAN # masked edit box so that users know when they are searching using an invalid card number that has been determined to be unusable by the EBT Processor. When a search is performed with an unusable card number, the system displays a standard information message (I0059) with the text, "Card number {card number} is listed as reported lost in the EBT system."
The card status is stored by the system in a system-defined Reference Dictionary category. This enhancement verifies the status of the card when a search on the card number is performed.
Note: This enhancement applies to EBT-enabled system only.
ENH-208
Central Administrative Site, Clinic, and State Office
Benefits History
The Benefits History screen has been modified to display returns and recoveries as a new node. When an adjustment is made to an existing issuance, the relevant food item contains a new node indicating recovery or return, quantity, and the date.
Note: This enhancement applies to EBT-enabled system only.
ENH-212
Direct Distribution
Direct Distribution Redemption
The Direct Distribution Redemption screen has been modified to add a UPC/PLU Search button to allow users to search for a specific food item by description, UPC, or PLU. A new Direct Distribution UPC/PLU Search screen has been added to perform the search and return the search results selected by the user to the Direct Distribution Redemption screen.
ENH-218
Clinic
EBT Card History
The EBT Card History screen has been modified to allow users the ability to view the EBT card signatures. A new View Signature button has been added that displays the View Signature screen. The View Signature screen includes controls to view the signature history for the card history selected on the EBT Card History screen.
Note: This enhancement applies to EBT-enabled system only.
ENH-222
Reference Utility
UPC
The UPC screen has been modified to allow the entry of an initial MAR value when a new UPC is added. A new Initial MAR Value masked edit box has been added. When a value is entered for the initial MAR value for the UPC, it is used to set the initial MAR for the UPC for all peer groups.
Note: This enhancement applies to EBT-enabled system only.
ENH-224
Clinic and Vendor
EBT Household Demographics
The EBT Household Demographics screen in the Clinic module and the EBT Household Demographics screen in the Vendor module have been modified to allow the user to reset the bad PIN count from the EBT Processor. A new Reset Bad PIN Count button has been added to reset the PIN count to zero (0).
A new permission has been added to define which users have access to reset the bad PIN count.
Note: This enhancement applies to EBT-enabled system only.
ENH-226
Vendor
Approve New MAR Prices
The Approve New MAR Prices screen has been modified to allow users to filter the contents of the Approve New MAR Prices editable data grid using peer group, category, and sub-category filters. The ability to approve or deny multiple MAR prices has been added. The Approve column has been replaced with the Approve/Deny column which contains a drop-down list box. The MAR prices can be approved, denied, or have no action taken when the blank option is selected.
A new Include column has been added that allows the selection of multiple MAR price records.
A new Approve/Deny drop-down list box has been added as well as the Update Selected Rows button which allows all the selected records in the Approve New MAR Prices editable data grid to be approved or denied as a group.
Note: This enhancement applies to EBT-enabled system only.
ENH-274
Vendor
Manage UPC MAR
The system has been modified to include additional security for access to the Manage UPC MAR screen. A new role, EBT MAR, feature, and feature group have been added to provide permission security for the Manage UPC MAR screen.
Note: This enhancement applies to EBT-enabled system only.
ENH-275
Vendor
Vendor List
The system has been modified to allow the user to send EBT vendor records to the EBT Processor directly from the Vendor module. A new Send EBT Vendor File menu option has been added to the File menu on the Vendor List screen. When selected, the system displays a standard confirmation message (C0070) with the text, "Send Vendor file to EBT system now?" The options of Yes and No are available. If the user clicks Yes, the system sends all vendor records to the EBT Processor including deactivated vendors. If the EBT Processor has already received the deactivation record, the update is returned as an error. Sending all records accounts for any connectivity related gaps in the incremental updates. If the user clicks No, the system does not send the vendor records.
Note: This enhancement applies to EBT-enabled system only.
ENH-346
Clinic
Mid-certification Assessment
The system has been modified to allow mid-certification assessments for participants. Mid-certification assessments are completed on the new Mid-certification Assessment screen. A new Mid-certification Assessment toolbar button has been added to the Participant Folder. Additionally, a new Certification menu has been added. It holds menu options related to certification that have been moved from the Participant Activities menu.
Two new business rules have been added to the system. The CreateMCAs business rule is used to define whether the state uses mid-certification assessments. The CLN_InfantAgeMCADueInMonths business rule is used to define how many months after an infant is certified that a mid-certification assessment should be completed.
The Staff Activity Report CLD021 (Output) has been updated to include information related to mid-certification assessments.
A new Mid-certification Assessment Report (Output) has been added. It is generated when the OK button is clicked on the Generate Mid-certification Assessment Report screen.
ENH-356
Direct Distribution
Direct Distribution View History
The Direct Distribution View History screen has been modified to display the benefit numbers for the participant for the selected redemption month. A new Benefit Number drop-down list box has been added to select the benefit number and filter the Redeemed Food Items data grid. Additionally, the Direct Distribution View History screen has been modified to conform to standards and consistencies.
ENH-367
Direct Distribution
Direct Distribution Redemption
The Direct Distribution Redemption screen has been modified to add functionality for the user to suspend or hold a check-out receipt at the register in order to check out another participant before completing the suspended transaction. A new Hold Receipt button has been added to hold a transaction. Only one transaction can be held at a time. A new Get Receipt button has been added to retrieve the held receipt.
ENH-374
SPIRIT and Management Console
ACM
The SPIRIT application has been modified to work with the new ACM application. The ACM application is an alternate communication mode for the SPIRIT application.
A new Login screen has been added to allow the user to log into the ACM application to check in or check out ACM clinics.
A new ACM Client Application screen has been added to view reports about check-ins and check-outs and to check in or check out an ACM clinic. It is a tabbed screen with the following screens:
The Synchronization Reports screen is used to view reports about the ACM check in and check out. The ACM Checkout History Detail Report ACM004 (Output) displays the check in and/or check out information details.
The Synchronize screen is used to check out or check in one or more clinics, estimate the check in or check out time, and choose the check in or check out method.
A new Quiet Sync Configuration screen has been added to configure the settings for a continuity of operations synchronization.
A new Scheduled Checkout screen has been added to configure the settings for a scheduled checkout.
A new Synchronization Estimates screen has been added to estimate the amount of time to complete a synchronization based on the test file size and the current connection speed.
When a clinic is checked out through ACM, the Clinic module displays a colored background to signify it is working in a different connection mode.
The Management Console module has been modified to remove the old data sync configuration. When the UseLocalACMServer business rule is set to "Y", the new ACM Administration group is visible on the Management Console vertical menu.
A new Clinics Eligible for ACM screen has been added to manage which clinics are eligible to be checked out in ACM.
A new Configure ACM Clinics screen has been added to manage the configuration group for each clinic that is eligible for ACM.
A new Set Configuration Groups screen has been added to manage the configuration groups available for ACM clinics.
A new Configuration Group screen has been added to add, edit, or view the settings for a configuration group.
A new Clinic to Download screen has been added to setup which clinics' skeleton data is downloaded when an ACM clinic is checked out.
The existing Remote Machine Profile screen has been moved to the new ACM Administration group. New controls have been added to allow the user to view the details of the check in/check out status of the remote machine, and to force a check in.
Two new outputs have been added to the Management Console module:
ACM Checkout History Detail Report ACM002 (Output)
ACM Checkout History Summary Report ACM003 (Output)
ENH-392
Clinic, Financial Management, State Office, and Vendor
Direct Shipped Benefit Items and Direct Shipment Item Redemption
The Food Distribution Item screen has been modified to allow the user to specify whether a formula food item is a direct shipment item. A new Allow Direct Shipment check box has been added to specify that the item is direct shipment. A new Current Price masked edit box has been added to specify the current price for the shipment.
A new Direct Shipped Benefit Items screen has been added to allow the user to specify the location for a direct ship food item.
Two new system outputs have been added to report on the direct shipment of food items: Direct Shipment Formula Receipt Report (Output) and Direct Shipped Benefit Items Order Report (Output).
The Benefits History screen has been modified to display direct ship food items. Two new buttons have been added to allow the user to generate the Direct Shipment Formula Receipt Report (Output) and Direct Shipped Benefit Items Order Report (Output).
The Formula Replacement screen has been modified to allow the user to mark food items as direct ship. These food items are not added to the EBT card. For EBT-enabled system in which two different formulas have been issued, a new Multiple Formula Replacement screen has been added to allow the users to select the formula item to be replaced.
The FNS-798 - Page 1 - Statement Spreadsheet (Output) and FNS-798 - Page 3 - Actual Outlays Worksheet (Output) has been modified to include direct ship food items.
The End of Day Processing has been modified to add a new bank exception, "Benefit is a Direct Ship Benefit".
The State Office and Vendor modules have been modified to add a new Direct Shipment Item Redemption screen to allow the editing of the paid amount and paid date of a direct ship food item.
The Supplier Rebate Report FIN001 (Output) has been modified so direct ship food items are included on the report.
MN-687
State Office
Formula Purchased Report - Contract FDI009 (Output)
The Formula Purchased Report - Contract FDI009 (Output) has been modified to display the average price by vendor class. During the End of Month Processing, the system now creates a temporary table from the content of a Minnesota-provided spreadsheet that is used to generate the Formula Purchased Report - Contract FDI009 (Output). The table is deleted after the report is generated.
This is a Minnesota-only report modification.
MN-689
Vendor
Fruits and Vegetables Check Redemption Analysis by Vendor VND063 (Output)
The Fruits and Vegetables Check Redemption Analysis by Vendor VND063 (Output) has been modified to allow the report to aid in the monitoring of Minnesota WIC Vendors Cash Benefit redemptions. The SQL that returns the "Over Face Value" Cash Benefit Items has been removed. Additionally, the dataset that provides the Crystal Report has been modified to remove the "Over Face Value" fields.
This is a Minnesota-only report modification.
Reported Issues
SUG-1048
Clinic
Certification History
Issue: When new information such as a risk factor, new food prescription, or referral is added to an existing certified participant, not all of the information is being displayed on the Certification History screen. In some cases, the information that is added is displayed as a blank entry on the Certification History screen.
Resolution: The code has been modified to add a new CertHistory table to be used as the only source from which to display the certification nodes on the Certification History screen. This change is related to ENH-346.
SUG-1049
Clinic
Certification History
Issue: For existing participants in a current certification period, the food prescription details on the Certification History screen are only updated when an existing food prescription, created during the Certification Guided Script, has a food prescription date equal to the certification start date.
Resolution: The code has been modified to add a new CertHistory table to be used as the only source from which to display the certification nodes on the Certification History screen. This change is related to ENH-346.
SUG-1051
Clinic
Certification History
Issue: The health information on the Certification History screen is not updating correctly with the health information or the user information.
Resolution: The code has been modified to add a new CertHistory table to be used as the only source from which to display the certification nodes on the Certification History screen. This change is related to ENH-346.
SUG-1882
Direct Distribution
Inventory Adjustments Report (Output)
Issue: When generating the Inventory Adjustments Report (Output) after adjusting the inventory, the output is blank.
Resolution: The code has been modified to allow the adjustment of the transaction type so the report displays.
SVN-77
Clinic
Certification History
Issue: When a nutrition assessment is completed during a Certification Guided Script, the nutrition assessment is not displaying on the Certification History screen.
Resolution: The code has been modified to add a new CertHistory table to be used as the only source from which to display the certification nodes on the Certification History screen. This change is related to ENH-346.
SVN-96
Clinic
Nutrition Education Contact
Issue: The Peer Counselor Referrals on the Nutrition Education Contact screen are displayed in ascending order. They should be displayed in descending order (reverse-chronological order).
A new Peer Counselor Referral can be added prior to the date of the most recent peer counselor referral.
The date format is not correct. It is missing the leading zeros and displaying dates as 6/5/2012 rather than 06/05/2012.
The Edit Contact, Material or Referral and Delete Contact, Material or Referral buttons are enabled when a Referral Reason node is selected. They should be disabled unless a Referral node is selected.
When adding a new referral that is greater than one (1) year, the system is displaying a standard error message with the text, "The date entered cannot be more than one year prior to today's date." The system should display a standard error message (E0019) with the text, "The {control name} cannot be more than {number} days in the past."
Resolution: The code has been modified to change the sort order of the Peer Counselor Referrals to reverse-chronological order.
The code has been modified to prevent the user from adding a new Peer Counselor Referral prior to the most recently added referral.
The code has been modified to change the date format to MM/DD/CCYY.
The code has been modified to correctly disable the Edit Contact, Material or Referral and Delete Contact, Material or Referral buttons.
The code has been modified to change the standard error message to the correct message text.
SVN-97
Clinic
Nutrition Education Contact
Issue: The system allows a new Education Contact to be added prior to the most recently added Education Contact on the Nutrition Education Contact screen.
The tree list nodes are not being displayed in the correct order.
When adding a new referral that is greater than one (1) year, the system is displaying a standard error message with the text, "The date entered cannot be more than one year prior to today's date." The system should display a standard error message (E0019) with the text, "The {control name} cannot be more than {number} days in the past."
A new Goal that was added and then edited is not being saved by the system. Instead, the original Goal is being displayed.
The date format is not correct. It is missing the leading zeros and displaying dates as 6/5/2012 rather than 06/05/2012.
Resolution: The code has been modified to prevent the user from adding a new Education Contact prior to the most recently added contact.
The code has been modified to display the tree list nodes in the correct order according to the DFDD.
The code has been modified to change the standard error message to the correct message text.
The code has been modified to save the Goal after it has been edited.
The code has been modified to change the date format to MM/DD/CCYY.
SVN-98
Clinic
Nutrition Education Contact
Issue: The system is using the date of the previous Materials Given on the Nutrition Education Contact screen. When a new Materials Given is added, it is overwriting the existing materials.
When adding a new Materials Given with the same date as a previous materials given or with a prior date, the system should display a standard error message (E0019) with the text, "The {control name} cannot be more than {number} days in the past." If the Materials Given is prior to an existing Materials given, the system should display a standard error message (E0018) with the text, "The date must be greater than the participant's previous {contact type} contact on {date of most previous record}."
The date format is not correct. It is missing the leading zeros and displaying dates as 6/5/2012 rather than 06/05/2012.
The Edit Contact, Material or Referral and Delete Contact, Material or Referral buttons are enabled when a Material Given node is selected. They should be disabled unless a Date Materials Given node is selected.
Resolution: The code has been modified to correctly add new Materials Given.
The code has been modified to correctly display the standard error messages. A new Materials Given cannot be added with a prior date of an existing Materials Given.
The code has been modified to change the date format to MM/DD/CCYY.
The code has been modified to correctly disable the Edit Contact, Material or Referral and Delete Contact, Material or Referral buttons.
SVN-99
Clinic
Participant Folder
Issue: When a mother's certification is terminated within the Participant Folder by changing her infant's breastfeeding status, the system is saving the mother's termination before the infant's breastfeeding changes are saved. Additionally, the system is alerting the user that the mother will be terminated even when the mother is already terminated.
When a mother's certification is terminated because she stopped breastfeeding her infant and the infant's breastfeeding now status is changed, the system is alerting the user that the mother will be terminated even when the mother is already terminated. Additionally, the system is overwriting the mother's termination date when this occurs.
Resolution: The code has been modified by moving the mother's save logic so the mother's termination is saved after the breastfeeding changes for the infant are saved.
The code has been modified to verify that the mother's certification is valid before alerting the user of the termination and then terminating the participant.
SVN-110
DFDD
Permissions Matrix
Issue: The DFDD contains two (2) entries for Feature ID 309 in the Permissions Matrix.
Resolution: The DFDD has been updated to remove one of the Feature ID 309 entries.
SVN-111
DFDD
Risk Factors Matrix
Issue: The DFDD does not correctly document the criteria for assigning Risk Factor 103 and Risk Factor 121.
Resolution: The DFDD has been updated to correct the criteria for assigning the risk factors.
SVN-113
Clinic
Postpartum Information
Issue: The DFDD does not correctly document all the relevant information for the Hypertension or Prehypertension check box on the Postpartum Information screen.
Resolution: The DFDD has been updated to include the necessary information. When a history of hypertension or prehypertension exists on any previous certification, the Hypertension or Prehypertension check box is automatically checked. It is checked when viewed within the Participant Folder if there is a prior history. During a Certification Guided Script, the Hypertension or Prehypertension check box can be unchecked if the condition no longer exists.
SVN-114
Reference Utility
Notification List
Issue: The DFDD documents that the Notification List screen is used for EBT notifications and does not mention that it is also used for bank exception notifications.
Resolution: The DFDD has been updated to document that the Notification List screen is used for both EBT notifications and bank exceptions. The EBT notifications are only available for EBT-enabled system.
TOF-44
Clinic
Certification History
Issue: The time being stored on the Certification History screen is the server time and not the user's current time. This occurs when the server is located in a different time zone than the user.
Resolution: The code has been modified to add a new CertHistory table to be used as the only source from which to display the certification nodes on the Certification History screen. This change is related to ENH-346.
TOF-145
Clinic
Aggregated Issuance for EBT Account
Issue: For EBT-enabled system, when a half package size is selected on the Void/Replace Benefits for EBT Account screen, the Aggregated Issuance for EBT Account screen shows a full package size being issued.
Resolution: The package size was not being set correctly before calculating the prorated amount. The code has been modified to correctly set the package size and to prorate the amounts correctly.
TOF-156
System Administration
EBT Redemption Import
Issue: The system is not handling the situation when more than one reversal (transaction code 411) occurs on the same day for the same paid amount, vendor, UPC code, and card number. Only one of the reversals is deleted from the FoodInstrumentItemRedeemed_Aggregated table.
Resolution: The code has been modified to fix the SQL query so it deletes all purchase transactions from the FoodInstrumentItemRedeemed_Aggregated table that have corresponding reversals.
TOF-157
Financial Management
FNS-798 - Page 3 - Actual Outlays Worksheet (Output)
Issue: The FNS-798 - Page 3 - Actual Outlays Worksheet (Output) should be modified to sum the purchases based on the EBT Processor business day. The participation date should default to the transaction date when the FoodInstrumentID is not valued on the Aggregated table.
Resolution: The code has been modified so that when the FOODINSTRUMENTID column of the FOODINSTRUMENTITEMREDEEMED_AGGREGATED table is zero (0), it selects the PURCHASEDATE from the FOODINSTRUMENTITEMREDEEMED_AGGREGATED table converted to YYYYMM format rather than the PARTICIPATIONDATE from the FOODINSTRUMENTSET table in the SQL query. The system then uses the EBT cutoff time when comparing values to the PURCHASEDATE from the FOODINSTRUMENTITEMREDEEMED_AGGREGATED table in the WHERE clause of the SQL query.
TOF-158
System Administration
EBT Redemption Import
Issue: The system should exclude 903 transactions during an EBT redemption import.
Resolution: The code has been modified to keep the 903 entries in the FoodInstrumentItemRedeemed table for information purposes.