Release 2.19.05 Notes

Issue: Issue#

Issue: Application Module

Issue: Primary Function

Issue: Detail

Issue: Enhancements

ENH-425

Financial Management, Scheduled Job Administration, and Vendor

Database changes, EBT Redemption Data, and End of Day

The system has been modified to add a new Business Day column to the file received from the EBT Processor and to use the new information when processing redemptions.

The definition of the redemption file received from the EBT Processor was modified as follows:

• Business Day was added in positions 173-183 of the record as a numeric field. The date is formatted as CCYYMMDD.

• Filler at the end of the record was reduced from eighty-one (81) characters to seventy-three (73) characters.

The following database changes were made:

• A column named BusinessDay was added to the FoodInstrumentRedeemed table. The business day is now stored in this field in the standard date/time format. This column may be null.

• A column named BusinessDay was added to the FoodInstrumentRedeemed_Aggregated table. The business day is now stored in this field in the standard date/time format.

End of Day was modified as follows:

• The code (Wic.JPMInterface/JPMRedeemedBenefitsImport.ImportFile) that reads from the Redemption file and writes to the FoodInstrumentItemRedeemed table was modified. The new BusinessDay value is now copied from the imported EBT Processor Redeemed file and written to the FoodInstrumentItemRedeemed table. If the BusinessDay value in the Redemption file is missing or not of the correct format, the value in the FoodInstrumentRedeemedTable will be null.

• The code (Wic.JPMInterface/JPMRedeemedBenefitsImport.GetAggregateTableSQL) that writes to the FoodInstrumentItemRedeemed_Aggregated table was modified. It now reads the new BusinessDay value from the FoodInstrumentItemRedeemed table and writes it to the FoodInstrumentItemRedeemed_Aggregated table.

The Financial Management application module was updated as follows:

• The ExcelFNS798.vb code was modified to use the new BusinessDay column that was added to the FoodInstrumentItemRedeemed table rather than the EBTProcessorCutoffTime row from the EbtConnectionInfo table.

The Vendor application module was updated as follows:

• The EBTRedemption.vb code was modified to use the new BusinessDay column that was added to the FoodInstrumentItemRedeemed table rather than the EBTProcessorCutoffTime row from EBTConnectionInfo table.

• The EBTProcessorCutoffTime row in the EBTConnectionInfo table became obsolete as a result of this change.

• The frmEBTRedemption,vb code in the Wic.Window.Vendor application was modified to remove the Apply EBT Processor Cutoff Time check box. (The Apply EBT Processor Cutoff Time check box was removed from the EBT Redemption Data screen.)

Issue: Reported Issues

ACM-61

ACM

DFDD and Online Help

Issue: In the ACM application module, F1 help was not available on the Utilities tab.

Resolution: In the DFDD and Online Help, a new Utilities topic was added which documents the new Utilities tab. In addition, a new Refresh Local ACM Database topic was added to document a new function that is accessed from the Utilities tab.

ACM-98

ACM

Management Console / ACM Administration

Issue: The Add and Delete menu options need to be removed from the Remote Machines menu.

Resolution: The code has been modified to remove the Add and Delete menu options from the Remote Machines menu.

ACM-99

ACM

Management Console / ACM Administration

Issue: The Consignment Block Size text box needs to be removed from the Remote Machines Profile screen.

Resolution: The code has been modified to remove the Consignment Block Size text box from the Remote Machines Profile screen.

EGT-22

Vendor

Events and Follow-up Activities

Issue: The UserID column in the Event and FollowupActivity database tables is not being populated with the user ID of the staff member signed into the system when a record was added to either of the tables.

Resolution: Follow-up activities and events are saved in 29 locations in the code. The standard save routine is not used in every instance. The code has been modified to check event and follow-up activity records at the time they are saved:

• If the UserID value of the record is Null, it is set to the user ID of the logged in user.

• If the UserID value of the record is not NULL, it is left as it is.

EGT-24

Vendor Online Price Survey

Price List

Issue: Retail items are disappearing on the Price List screen after the price list is submitted. This is also happening when Food Price Multipliers and Price Lists are exported or imported.

Resolution: The code has been modified to include the distribution item even if the Include in Average check box is not selected for the retail item linked to the distribution item.

State Office

Generate Reports

Issue: An object reference error is received when attempting to run the Unduplicated Reported Participation report for a Grantee that does not have an agency associated.

Resolution: The error was received because the Generate Unduplicated Reported Participation Report dialog did not use the standard generate report dialog. The code has been modified to user the standard generate report dialog, which correctly handles grantees that do not have an agency associated.

Vendor Online Application

Owner Information

Issue: Enabled controls on the Owner Information pages are disabled when the pages were refreshed, which occurs when a tab was changed or the Next/Previous button is clicked.

Resolution: This issue was fixed as part of NIN-252. The code has been modified so required fields that are enabled and empty when the Owner Information page loads remain editable for the length of the session, i.e. tab and page changes do not disable the controls.

Vendor Online Application

Wholesaler Information

Issue: If the "Wholesaler Not Listed" list item is selected for any drop-down list on the Wholesaler Information page, the selection is not saved when the Save button is clicked.

Resolution: The drop-down list values did not save properly when the "Wholesaler Not Listed" list item was selected and the Save button was clicked because the "Wholesaler Not Listed" list item was appended to the list through the code and had a WholesalerID value of zero; therefore, the system thought nothing was selected so nothing was saved.

The Wholesaler database table was modified to include a "Wholesaler Not Listed" record. The WholesalerType database table was modified to include a record associated with the new "Wholesaler Not Listed" for each wholesaler type.

DFDD

Capture Electronic Signature (for Receipt of Food Instrument Benefits)

Issue: In the Clinic DFDD, the screen clip for the Capture Electronic Signature (for Receipt of Food Instrument Benefits) was incorrect.

Resolution: The screen clip on the Capture Electronic Signature (for Receipt of Food Instrument Benefits) topic was updated with the appropriate image.

DFDD

Capture Electronic Signature (for Receipt of Food Instrument Benefits)

Issue: In the Clinic DFDD, the descriptions for the Capture Electronic Signature (for Receipt of Food Instrument Benefits) and Capture Electronic Signature (for Receipt of the Rights and Responsibilities Statement) screens were identical.

Resolution: The Capture Electronic Signature (for Receipt of Food Instrument Benefits) topic was updated and the unique controls on it were documented appropriately.

Application

Database

Issue: An error exists in the GetNextRightsSignatureId stored procedure.

Resolution: There are several similar stored procedures that check the various consignment tables for the need to increment blocks of numbers used to uniquely identify things like signatures and food instruments. It appears that the GetNextFoodInstrumentSignatureId procedure was copied to create the GetNextRightsSignatureId, but the line:

• "select @MaxEndingId = max(EndingId) from FoodInstrumentESignConsignment"

was not changed to be:

• "select @MaxEndingId = max(EndingId) from RightsESignConsignment"

So, the when the application tries to insert a new consignment range record for the Rights signatures, it's looking in the Food Instruments signature consignment instead and ends up violating the primary key in the Rights signature consignment table.

The stored procedure was modified to reference the correct consignment table.

Clinic

Capture Electronic Signature (for Receipt of the Rights and Responsibilities Statement)

Issue: The Capture Electronic Signature button on the Capture Electronic Signature (Rights and Responsibilities) screen doesn't re-enable if it is clicked before a device is plugged in.

Resolution: The code has been modified to re-enable the Capture Electronic Signature button on the Capture Electronic Signature (Rights and Responsibilities) screen if it is clicked before a device is plugged in.

DFDD

Annual Training Roster VND019 (Output)

Issue: In the Vendor DFDD on the Annual Training Roster VND019 (Output) in the Sort Order section, "Clinic" is misspelled in the Agency / Clinic heading.

Resolution: On the Annual Training Roster VND019 (Output) topic in the Sort Order section, "Clinic" was correctly spelled in the Agency / Clinic heading.

DFDD

Nutritional Risk Factor Guides

Issue: When the hypertext link to the nutritional risk factors guide for pregnant women was activated from the Nutritional Risk Factor Guides topic in the DFDD, the spreadsheet that displayed was not as expected.

Resolution: On the Nutritional Risk Factor Guides topic in the DFDD, the static file:// link for the pregnant woman's risk factor details guide was updated to the following:

"file://{drive letter}:\Users\Public\CSC\WIC\Templates\\RiskFactorGuide_Pregnant.xls"

EGT-63

Vendor

Food Distribution Items - Average and Maximum Prices Report VND049 (Output)

Issue: The average and maximum prices are incorrect.

The following are related to the issue:

• The report is rounding all Average and Maximum Food Prices.

Example: Food Item 1122 has Average price of $5.31 that was printing as $5 and a Max of $5.81 that was printing as $6.

• The last line of the report states: "NOTE: Maximum prices are calculated for this report and are rounded up." This is incorrect and does not explain why the Average Price is rounded.

• The formula for calculating a Max Price is defined incorrectly in the DFDD as follows:

"maximum price = average price value multiplied by maximum percent divided by 100 for a food item of a specified peer group"

Resolution: The code has been modified as follows:

• Changed the code to preserve the fractional part (the pennies) of the average prices as returned from the database.

• Modified the code to round the maximum price to the nearest penny (.005 or greater is rounded up, <.005 is rounded down) instead of to the nearest dollar.

• Removed the note at the end of the report, since a) it is not required by the DFDD and b) it adds nothing to the report. No other report calls attention to which values are calculated. And the rounding has never been up all the time...it was just to the nearest dollar instead of nearest penny.

• The formula for calculating a Max Price in the DFDD should corrected as follows:
  "maximum price = average price value + (average price value multiplied by maximum percent) for a food item of a specified peer group"

DFDD

Cost Neutrality Spreadsheet (Output)

Issue: In the Vendor DFDD, the Cost Neutrality Spreadsheet (Output) needed to be updated. The report description did not indicate where the data was pulled from or how a vendor was identified as qualifying for the report.

Resolution: In the Vendor DFDD, the Cost Neutrality Spreadsheet (Output) was updated as requested.

EGT-68

Clinic

Initial Contact

Issue: When saving an Initial Contact record with a CertificationID value set to NULL that was created on a previous date, the InitialContactTypeID value is set to NULL.

Checked InitialContact database table to find previously entered initial contacts and found the following:

• Initial Contact records entered on the current date are not grayed out and can be fully edited.

• Initial Contact records entered on a previous date with a numeric value for the CertificationID can't be edited.

• Initial Contact records entered on a previous date with a NULL value for the CertificationID are partially editable (only the comments field can be edited).

Initial Contacts with a NULL value for the CertificationID are verified to set the InitialContactTypeID value to NULL when opening and saving the Initial Contact record. No information actually needs to be input: just open the Initial Contact and click OK to set the InitialContactTypeID to NULL. However, clicking Cancel preserves the InitialContactTypeID.

Resolution: The code has been modified to retain the Type value when saving an Initial Contact record entered on a previous date.

Vendor Online Price Survey

Verification

Issue: The processing for the Vendor ID text box on the Verification page is case sensitive. This requires the letter "P" that begins the ID for vendors that have been prescreened and are in the process of being certified to be typed as a capital letter or the authentication process rejects the ID as invalid.

Resolution: The code has been modified to convert alphabetic characters in a Vendor ID to uppercase before authentication processing.

MN-689

Vendor

Fruits and Vegetables Check Redemption Analysis by Vendor VND063 (Output)

Issue: Vendor Changes to the Fruit and Vegetable Redemption Analysis by Vendor Report

Resolution: The Fruits and Vegetables Check Redemption Analysis by Vendor report has been modified to include the changes noted in the bullet points below:

• The 'Redeemed over Face Value' section was removed.

• The report lines for face values of $5, $6, $10, $15, and Other were changed to use the actual values from the benefits instead of hard-coded values.

• The vendor name and address were moved closer to the vendor stamp number to save space and make the report more readable.

NIN-3

Vendor

Generate Cost Neutrality Spreadsheet

VRP-66

Issue: When the Generate Cost Neutrality Spreadsheet is generated, several errors have been documented:

1. Report returns "No data available" message regardless of the date.

2. In Missouri and Minnesota, "timeout expired" error occurs.

3. In Missouri and WCD, "Conversion from type 'DBNull' to type 'String' is not valid" error occurs.

Resolution:

1. The message reported in issue 1 seems to be accurate when it appears. Some states don't use the Above50PercentVendor flag and as noted in JIRA comments. Vendors must have enough food items sold by both above-50% and regular vendors in order to return data for the report.

2. The timeout limit for the SQL has been increased to address this issue.

3. The code has been modified to treat NULL values in the Abovee50PercentVendor as if the value was set to 'N'.

NIN-4

Clinic

Generate Account Balance Report

Issue: When the Account Balance Report is selected, a standard error message displays with the text, "Column "BenefitMonth" is constrained to be unique. Value "{date} {time}" is already present." This occurs when one household member has current benefits and the other household members have benefits that start later.

Cause: There must be two different benefits with the same LDTU but different PFDTUs. And, the PFDTU of one of the benefits must be in the future so it is considered a future benefit as opposed to a current benefit.

Resolution: The code has been modified to share the LDTU list across both current and future benefits so that quantities are now accumulated properly.

NIN-5

EBT

Add Set of Benefits

TOS-156

Issue: When attempting to add a set of benefits after voiding a previously added benefit set, the system does not allow the addition of a new set.

Resolution: The code has been modified to check the AddSetID column in the CertContact record to see if it is valued. If the system detects that an added set of benefits was voided, the user is allowed to re-add the benefit.

NIN-6

EBT

EBT Redemption Data

Issue: When viewing EBT redemptions, the quantities are not listed correctly.

Resolution: There were no code changes made.

Explanation: This scenario should only happen when two household members were issued the same UPC (in this case, peanut butter) and the items were purchased together in one transaction. From the EBT Processor documentation, it explains why there is a UPC Package Size Units, which is the total amount of that UPC purchased, but it also splits the Redeemed Quantity across the food instruments. The Claim Amount and Paid Amount are based on the UPC Package Size Units, and this is the data that is imported at End Of Day.

Here is the definition for the Settled Amount (paid amount) from the EBT Processor documentation:

"Aggregate Settled Amount for Unique Benefit Issuance Number, Applied Category, Applied Subcategory combination. Zero filled for subsequent Benefit Grant records within same transaction."

For Applied Qty,(quantity) it is not an aggregate:

"Quantity in standard units reduced from applied Category/Subcategory"

So, if there is more than one redemption for the same issuance number, category, and sub category, it will show the paid amount as an aggregate on one of the transaction rows that records the transaction quantity. A quantity of 2 was added for the FOODINSTRUMENTITEMREDEEMED UPC Package Size Units which matches how the EBT Processor displays Transaction Qty on their web page; Applied Qty shows 1 each.

To the right of the displayed columns in the EBT Redemption Data screenshot, it will show the UPC Package Size Units. It also shows up in the data export.

NIN-10

Clinic

Food Prescription/Add Food Item

Issue: A primary key error is generated when Special formula is repeatedly added and deleted in Certification Guided Script.

The error was received error when adding a special formula food item after deleting a special formula food item. The error displayed is as follows: "Violation of Primary Key constraint 'PK_FOODPRESCRIPTIONITEMREASON'. Cannot insert duplicate key in object 'dbo.FOODPRESCRIPTIONITEMREASON'. The statement has been terminated."

Verified that the record in the FoodPrescriptionItemReason table isn't removed when the special formula food item is deleted.

Resolution: The reason the error occurred is that the foreign key was missing from the FOODPRESCRIPTIONITEMREASON database table. The foreign key ties the FoodPrescriptionItemReason table to the FoodPrescriptionItem table and insures that if a FoodPrescriptionItem is deleted the reason is deleted automatically. The line missing from the table is as follows:

FOREIGN KEY FK_FOODPRESITMRSN_FOODPRESITM Cascade No Action Enabled Is_For_Replication STATEWICID, PRESCRIPTIONDATE, FOODITEMID

No reason could be found to explain why the foreign key constraint had been dropped from the table in Montana's database but not in any other state's databases.

The database was modified to restore the foreign key constraint to the table.

NIN-11

Clinic

Appointments for Date Listing Report CLN017 (Output)

Issue: When a specific resource is selected, the resource's name is not printed on the report output.

Resolution: The code has been modified to print the name of the selected resource on the report output when an individual resource is selected on the Generate Appointments for Date Listing Report screen.

NIN-12

State Office

Unduplicated Reported Participation - BF Amt and Ethnicity/Race (Calendar Year) Report CLD035 (Output)

Issue: The Unduplicated Reported Participation for December of the previous year displays November as 30DY and December as ISSD. When the year rolls over into January, and the report is generated for December of the previous year, the November and December months are left as is, and never display November as C/O, December as 30DY or C/O as the previous months do.

Resolution: The last month in the reporting period was mistakenly being labeled as "ISSD" and the second-to-last month as "30DY," without regard for the Process Control record's Current End of Month date. Only the month that equals the Process Control record's Current End of Month date should be labeled as "ISSD" and only the month preceding the Process Control record's Current End of Month date should be labeled as "30DY," without regard for the report month selected by the user.

The code has been modified so that only the column header in the report for the month in the Process Control record's Current End of Month date value is labeled as "ISSD," and only the month prior to that one is labeled "30DY." All other months preceding the 30DY month are labeled as "C/O," regardless of the report month selected by the user.

One effect of this change is that when a user chooses a report month that is two or more months before the Process Control record's Current End of Month date value, the 30DY and ISSD months will not be included in the report--all months in the report will be (correctly) labeled "C/O."

NIN-15

Vendor Online Price Survey

Approve Prices

Issue: The system is displaying a Distribution Item description where a Retail Item exists, listing their different prices and sizes. This is incorrect behavior. The Approve Prices screen is supposed to display the Retail Item descriptions.

Resolution: When the following steps are completed, the Approve Prices screen displays the Retail Item descriptions, listing their different prices and sizes; however, the Distribution Item doesn't display. Instead the Retail Items are duplicated, listing their different prices and sizes with the Distribution Item number:

• Create multiple retail items for the same Distribution Item.

• Send a Price Survey with the Retail Items and 1 Distribution Item.

• Complete Survey and Submit.

• Go to Approve Prices and view the survey.

When the following steps are completed, the Approve Prices screen displays the Retail Item descriptions, listing their different prices and sizes including the duplicated items:

• Create multiple retail items for the same Distribution Item.

• Send a Price Survey with only the Retail Items.

• Complete Survey and Submit (all Retail Items are duplicated).

• Go to Approve Prices and view the survey.

The code has been modified to exclude duplicate items.

NIN-18

Clinic

Spanish Version of the Appointment Reminder E-mail

Issue: The special Spanish characters, such as the accented characters and the tilde-n, show as a question mark in a black diamond after it is sent as an e-mail in the Appointment Reminder.

Resolution: The issue may occur because the MIME header for the e-mails sent specifies a Content-Type value equal to "text/plain; charset=us-ASCII" and a Content-Transfer-Encoding value equal to "7bit". US ASCII is a rather limited character set that doesn't support even the standard diacritical accents used in western languages.

The code has been modified as follows:

• The e-mail encoding for the "Appointment Reminder" e-mail has been changed from UTF7 to UTF8 to ensure that Spanish characters are encoded correctly.

• The e-mail encoding for the "Send Form Letters" screen in Vendor has been changed from UTF7 to UTF8 to ensure that Spanish characters are encoded correctly.

• The header cells for the "Send Form Letters" screen in Vendor have been corrected. A bug was introduced in release 2.19 that caused the text to always be shown as a single line of text instead of wrapping when appropriate. Other data grid controls that also use this drawing code include the "MAR Approval" and "MAR Override" screens.

NIN-24

Clinic

VOC Certification

Issue: Issue: The certification end date for a pregnant woman is allowed to be set prior to her expected delivery date without triggering a validation error when the screen is processed.

Resolution: The code has been modified to throw an error when the VOC Certification screen is processed if the certification end date is prior to the expected delivery date. The code has also been modified to throw and error when the certification end date is prior to the participant's categorical ineligibility date. In both cases the certification process is prevented from continuing until the dates have been corrected and no errors exist.

NIN-32

State Office

Multiple Use Breastpump Detail Report

SVN-52

Issue: When the Multiple-use Breastpump Detail report is generated, it contains incorrect information.

Resolution: The code has been modified to correct the documented issues as follows:

1. Pump reported in wrong county (pump 14460 687587).

The correct way to match a pump to an agency/clinic is through the inventory item's location. Unfortunately, the report SQL was using the wrong database field and so was not matching correctly. That was repaired. (But note that the documentation of the issue shows SQL which attempts to match a pump to its agency/clinic through the inventory issued's customer ID. This is also incorrect.)

2. Pump consigned to wrong county (pump 14662 689099).

This is also a result of the incorrect SQL not matching a pump through the inventory item's location. This was fixed with the repair of the prior item.

3. Issued breast pump shows empty participant.

The SQL was generating an empty participant name when the participant's middle initial was null. The SQL was changed to display the rest of the information even when the middle initial is null.

4. Report seems to indicate that participants to whom breast pumps are issued belong to the agency/clinic at the top of the report page.

No changes made. The report does not display participants' agency/clinic data, and it should not be assumed.

5. Report labels serial number column as "ID".

No changes made. Comparison of a few breast pump inventory reports resulted in none that use "Serial Number" as a column heading. However, these three reports use the column heading "ID": Breast Pump Issuance, Breast Pump Issuance to Breastfeeding Counselors and Breast Pumps Loaned to Locations.

6. Pump numbers are cut off slightly.

The ID column was extended to make it a little wider as the page allowed.

7. Participants to whom pumps are issued are missing their state WIC ID and city.

The state WIC ID and city were added to the participant information.

NIN-43

Clinic

Prenatal Women Peer Counselor Referrals Report CLN041 (Output)

SUG-1905

Issue: The Prenatal Women Peer Counselor Referrals Report CLN007 (Output) does not display all women who were given referrals during the specified report time period.

When generating the Prenatal Women Peer Counselor Referrals Report CLN007 (Output), the system displays a standard error message with the text, "Column 'PeerCounselorReferralItem.REFFERALDATE' is invalid in the ORDER BY clause because it is not contained in either an aggregate function or the GROUP BY clause. ORDER BY items must appear in the select list if SELECT DISTINCT is specified."

Cause: The issue is caused by the database compatibility. Database compatibility 100 requires that expressions in the ORDER BY clause of a SELECT DISTINCT command appear in the select list. The select list had a formatted date, but the ORDER BY clause had an unformatted date. The code has been modified so the ORDER BY clause has a formatted date.

Resolution: The code has been modified to produce the report in the Clinic and State Office applications as indicated below:

Clinic application

• Fixed screen title - added the word "Generate"

State Office application

• Made name/description of report the same as clinic application

• Fixed screen title – changed it to "Generate Prenatal Women Peer Counselor Referrals Report"

• Changed to use same report format as clinic

Both Clinic and State Office applications

• Modified SQL to only select if the participant had a referral

• Modified SQL to exclude hidden agencies (state report)

• Modified SQL to use cast on dates in where clause (so time portion of date is not used in comparisons)

• Changed report ID from CLN007 to CLN041

• Standardize report heading (agency and clinic)

• Data Selection

NIN-44

Clinic

Prenatal Women Peer Counselor Referrals Report CLN041 (Output)

SUG-1982

Issue: The DFDD does not document the Prenatal Women Peer Counselor Referrals Report CLN041 (Output).

Resolution: This was resolved as a result of changes made for NIN-96.

NIN-47

Vendor

Scan Document

VRP-103

Issue: When a document was scanned in the Vendor application module, if a paper miss-feed occurred in the Automatic Document Feeder (ADF), the system would not respond. As a result, the user was forced to end the task in the Windows Task Manager.

Resolution: On the Scan Document screen in the Vendor application module, the document feeder detection algorithm was updated as follows:

• When the Scan From Automatic Feeder radio button is selected, a standard confirmation message (C0045) displays before the document scanning begins which allows the user to load the page(s) to be scanned into the automatic document feeder. If paper is not loaded in the automatic document feeder when the OK button is clicked on the C0045 standard confirmation message, a standard error message (E0255) displays and the scanning process aborts.

NIN-48

Vendor

Vendor Online Price Survey

VRP-4

Issue: Approval Screen-the price for the foodpricemultiplier item is not cleared correctly.

Resolution: The code has been modified to update the communication table indicating that a vendor has responded to the outstanding survey. The system will also stop showing information from the pending prices if the vendor has resubmitted the rejected survey.

NIN-50

Vendor

The Integrity Profile (TIP) File (Output)

VRP-129

Issue: When the vendor TIP file is generated, disqualified vendors are sometimes reported with 'T' and sometimes with 'E' in the Vendor Agreement column.

Resolution: The code has been modified to show an 'E' for a vendor only when there is a TermDisqualification record in the time period of the TIP file and there is a 4 or 6 in the TermDisqualification reason and then only when there is an event record where the event ID equals the TermDisqualificationID.

The report will show a 'T' for a vendor all other times where there is a TermDisqualification record in the time period of the report.

The report will show a ' '(a single space) for a vendor if the vendor does NOT have a TermDisqualification record in the time period of the report.

NIN-52

Vendor

Retail Item Maintenance

VRP-90

Issue: When maintaining retail items, two situations occur:

a) A retail item which has already been used cannot be deleted, but the user still has the ability to change the associated distribution item and the description for the retail item.

b) There is no way of inactivating a retail item. The unwanted retail item continues to appear in a price list created using all distribution items.

Resolution: The code has been modified to look for the active indicator in the Retail Items table when displaying retail items in Add and Edit mode.

NIN-53

End of Month

Reports

TOS-133

Issue: When running End of Month, the system timed out generating the Reported Participation High Risk Outreach report.

Resolution: The code has been modified to extend the time-out limit for this report to 10 minutes and some of the string compares in SQL were changed to integer compares.

NIN-54

Vendor

High Cost Food Instruments – VND041 (Output) and Overcharges – VND035 (Output)

TOS-154

Issue: When the High Cost Food Instruments or the Overcharges reports are generated within the Vendor application, the prices shown are incorrect.

Resolution: No program logic was changed. The SQL used for the report was moved from a programmatically built statement into a database stored procedure.

Explanation: Shelly Rector's observations are correct: the High Cost Food Instrument report always uses the latest prices for all its calculations. In the DFDD, these are termed the "peer group maximum" and "peer group average" prices.

The effect of using only the most recent prices is that after a price increase, the report under-reports high cost food instruments which were redeemed before the increase, as fewer of the older food instruments approach or exceed the new (higher) price. And after a price decrease, the report over-reports food instruments redeemed before the change, as more of the older food instruments approach or exceed the new (lower) price. It is this over-reporting that caused the issue with check #727941 in the example.

Unfortunately, SPIRIT cannot currently create a report in which food instruments redeemed before a price change are compared to the old price and those redeemed after the change are compared to the new price. The PeerGroupFoodInstTypePrice table only tracks the most recent price, and the PeerGroupFoodInstTypePriceHistory table only tracks the latest version of any one price in a given month. While this approach is an efficient use of database storage, it does not provide the level of detail needed to compare each food instrument to the prices in effect on its exact date of redemption.

NIN-55

Clinic, Vendor

Scan a Document

TOS-120

Issue: When scanning a document using the EPSON GT-1500 flatbed, an option error occurs.

Resolution: The doc feeder detection algorithm code has been modified to process as follows:

1. If a tray and doc feeder are detected then the "Scan from Tray" and "Scan from Automatic Feeder" radio buttons will be enabled with the "Scan from Tray" selected.

2. Otherwise, if a tray is detected then the "Scan from Tray" radio button will be enabled; the "Scan from Automatic Feeder" radio buttons will be disabled; and the "Scan from Tray" radio button will be selected.

3. Otherwise, if a doc feeder is detected then the "Scan from Tray" radio button will be disabled; the "Scan from Automatic Feeder" radio buttons will be enabled; and the "Scan from Automatic Feeder" radio button will be selected.

4. If no scanner is detected then the system will display the standard error message: "Document scanning is not supported by the detected imaging device." if a single imaging device is detected or "Document scanning is not supported by the selected imaging device." if multiple imaging devices are detected.

Special Note: Before going live with the 2.19.05 release it is recommended that individual state's test all imaging devices used by WIC Staff that use Spirit against 32-bit and 64-bit installations to ensure maximum compatibility. CSC does not have a full inventory of all imaging being used in the field and can only regression test with the imaging devices that are available on site.

NIN-56

Financial Management

Supplier Rebate Report - FIN001 (Output)

TOS-142

Issue: When the Supplier Rebate report is generated, it does not count benefits issued before the rebate contract start date.

Resolution: The code has been modified to include food instrument sets whose printed first date to use values fall between the rebate agreement's start and end date rather than those whose issued date values fall between within the valid agreement period.

NIN-57

Clinic

EBT

TOS-145

Issue: When using the Food Adjustment Wizard to change a child food item already issued to an infant who is turning one year old in the benefit period, the system is not allowing the change.

Resolution: The code has been modified to find and use a future child food prescription in the 'infant turning one' situation when changing a food item instead of using the infant prescription.

NIN-58

Vendor

TIP File (Output)

TOS-137

Issue: When producing the vendor TIP file in .txt format, the output cannot be uploaded to the FNS website.

Resolution: The code has been modified to increase the file size from 282 to 283 characters by adding a one-character space at the end of the record when generating the output as a .txt file.

NIN-59

Financial Management

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

TOS-113

Issue: When the FNS-798 is generated in an EBT environment, there are times when redemptions do not link correctly to a specific participation CYM (CCYYMM) and cannot be recorded in the correct issuance month for the FNS-798 - Page 1 - Statement Spreadsheet (Output). This is caused by benefits issuance recording a zero in the food instrument ID.

Resolution: The EBT issuance code has been modified so that it works as described below:

1. Get an Issuance Number and write a record into the EBTIssuanceCrossRef table, with a randomly generated FoodInstrumentSetID. It has to be random since we haven't saved the FoodInstrumentSet records yet.

2. Send the benefits to the EBT Processor, retrying if there is a communication error.

3. When the EBT Processor issuance is successful, the FoodInstrumentSet (and FoodInstrument, FoodInstrumentItem, etc) records are created.

4. The FoodInstrumentSetID records from Step 3 are used to update the EBTIssuanceCrossRef.FoodInstrumentSetID column for the records created in Step 1.

It appears that in some rare situations, Step 4 is not running successfully, so there are some EBTIssuanceCrossRef records with that random FoodInstrumentSetID value still in there. This is the issue we've seen before, but don't know the cause of. For this NIN-59 issue, End Of Day attempts to use that value and since it's not a valid FoodInstrumentSetID, it's setting it to zero.

The fix is to make a Step 5. It queries the EBTIssuanceCrossRef table for any records that match the newly issued benefits (by Issuance Number) and still have that random FoodInstrumentSetID. It then looks at the FoodInstrumentSetIDs for the same issued benefits and figures out which ones aren't in the EBTIssuanceCrossRef table.

If we have one outstanding record and one unused FoodInstrumentSetID, we update that EBTIssuanceCrossRef record with the proper value. If we have multiple records to deal with, the lowest unmatched FoodInstrumentSetID will be matched with the lowest outstanding Issuance Number and the EBTIssuanceCrossRef record will be updated with that FoodInstrumentSetID. The issuances in both locations (the EBT Processor and SPIRIT) save in the same order, so this logic should work for all cases.

If there are no outstanding EBTIssuanceCrossRef tables with an invalid FoodInstrumentSetID, the system just skips over the above logic and everything works as before.

NIN-63

Clinic

VOC Document (Output)

TOS-139

Issue: When producing a VOC document for a participant, the system is not consistently listing risk factors.

Resolution: The code has been modified to use the same data source for the risk factor information shown on the VOC document as is being used on the risk factors tree view on the Risk Factors tab of the Participant Folder.

NIN-64

Clinic

Participant List/Appointments for Today

TOS-52

Issue: When viewing the Participant List with Appointments for Today selected as the 'Where to Search' option, the Appointment Time and Appointment Type disappear.

Resolution: The code has been modified to refresh the participant object so that the appointment time and appointment type display correctly when the arrow keys are activated to navigate within the results grid.

NIN-65

Vendor

High Risk

TOS-86

Issue: When performing a vendor high risk analysis, the top selling vendor in the peer group is not ranked at the top of the list.

Resolution: The code has been modified to calculate the 'F' series of risk indicators as described below:

F1 - High Volume of WIC Business

Description: Vendors with an excessively high number of redeemed WIC checks for their size and/or location. This is determined by comparing monthly sales and figures to stores with similar square footage within the same area of operation as the suspect vendor. Any store showing more than 25% checks over the average for a store of this size.

Formula: Any vendor with a percentage greater than 25% is identified.

If the vendor's peer group average WIC sales is greater than 0, then the percentage is calculated as:

100 * (Vendor's total WIC sales - Vendor's Peer Group average WIC sales) / (Vendor's Peer Group average WIC sales)

Otherwise, the percentage is 0.

Initial value: 25.0 Comparer: >

F2 - Low Volume of WIC Business

Description: Unusually small amount of WIC business volume, defined as sales of less than 50% of stores with comparable size and stock. Vendor may not be meeting required stocking minimums or may be refusing WIC clients.

Formula: Any vendor with a percentage less than 50% is identified.

If the vendor's peer group average WIC sales is greater than 0, then the percentage is calculated as:

100 * (Vendor's total WIC sales) / (Vendor's Peer Group average WIC sales)

Otherwise, the percentage is 0.

NIN-68

Vendor, Clinic, CAS, State Office

Vendor – Letters and Send Form Letters (Standard & Custom)

Clinic, CAS, State Office - Letters

TOS-99

Issue: When testing the SPIRIT application, in general, several default printer issues have occurred.

Resolution: Code in the SPIRIT application that was using Microsoft Word to generate print documents was modified to no longer change the user's default printer when a print job is submitted from Microsoft Word.

NIN-70

Vendor

Vendor Online Price Survey

TOS-49

Issue: When an Excel file version of a vendor price survey is imported and the size for a retail item is set to zero, a server error occurs.

Resolution: The code has been modified to present an edit message: 'The size for the retail item must be greater than zero. Please contact your representative at the state office.' when a retail item has a size of zero.

NIN-73

Vendor

Capture Vendor Manager Signature

TOS-58

Issue: When there is no signature pad attached and an attempt is made to capture a vendor manager signature, the Signature Capture Screen is not closing out.

Resolution: The code has been modified to invoke the Capture Vendor Manager Signature alert when there is no signature pad attached. The Vendor List receives focus when the message is dismissed.

NIN-76

Vendor

Renewals

TOF-64

Issue: When starting a renewal for a vendor contract, the system displays a standard information message "Vendor Folder will be closed during the Renewal process." This message contained two closing periods.

Resolution: The code has been modified to remove the extra period. A new standard information message I0073 was added to the Messages Matrix in the Appendix section of the DFDD. In addition, the OK button on the Events topic in the Vendor application module was updated to include the new standard information message for processing of the Renewals event.

NIN-78

Financial

Year-to-date Participation and Outlays Report FIN017 (Output)

TOF-161

Issue: When the Year-to-date Participation and Outlays report is run on demand, the system times out, an error message is displayed, and the report is not produced.

Resolution: The code has been modified to provide performance improvements as described below in addition to the new indexes added in Release 2.16.05:

1. The content of the report is now retrieved using a stored procedure called dbo.uspLoadYearTodateParticipationOutlays.

2. The report no longer scans the FOODINSTRUMENTITEMREDEEMED table for non-EBT, non-direct distribution databases.

3. The FOODINSTRUMENTSET, FOODINSTRUMENT and FOODINSTRUMENTITEMREDEEMED tables are scanned once to retrieve summary values instead of multiple times.

4. Data for the report is retrieved using WITH (NOLOCK) hints in order to reduce data contention.

5. The SQL connection for the data retrieval has been changed to have a time out of 6 minutes.

6. Report data returned from the database is now binary compressed in order to reduce latency from the web server to the client application.

7. The retrieval times for the Clinic, Grantee, and Agency options have been significantly reduced.

8. The retrieval times for the State and All options have been reduced; however, times over a minute may still be observed depending on the amount of data requiring summarization.

9. The control layout for the "Generate Year-to-date Participation and Outlays Report" screen has been corrected. Several labels and controls were not positioned correctly.

10. The phrase "Total Partic" has been changed to "Total Participation" in the report output.

Additionally, a correction was made to the data retrieval of the report. During testing, it was determined that there were cases where the report could count a participant more than once in the same month if they received more than one set of checks in that month. Code was added to count the participant only once in this situation.

NIN-79

Clinic

Work with On-site Group

TOF-26

Issue: When one or more participants within a household are issued benefits from the Work with On-site Group, the screen is cleared even though benefits were not issued for all members of the household.

Resolution: The code has been modified to look for a benefit issued for the participant on the current system date before clearing the participant from the on-site list.

NIN-80

Clinic

Certification Guided Script

TOF-43

Issue: When the Exit button is activated in the Certification Guided Script, both the participant folder and the participant list are closed.

Resolution: The code was modified so that the File/Exit menu item on the Participant Folder functions the same way as the Exit button on the title bar. Activating either the menu item or the button will exit the application instead of just closing the Participant Folder. Also, the Exit button was removed from the Certification Guided Script.

NIN-81

Clinic

Rights and Responsibility Signature/Check details - signature/Checks Issuance Signature/Breastpump Issuance - Signature/Capture Staff Signature/Certification signature

TOF-9

Issue: When a signature is captured on the Capture Electronic Signature (for Receipt of Food Instrument Benefits) screen, the Signature picture box does not clearly display the signature.

Resolution: The code was modified to make the signature darker and more legible when displayed on the screen as well as to ensure that the entire signature is displayed both on the signature pad and within the Clinic application.(WinXP 32 bit and WIN7 32 bit)

An additional change was made to darken the signature on the Certification History tab.

NIN-85

Clinic

Income Calculator

SVN-23

Issue: When one of the adjunctive eligibility programs is selected, but no associated proof is selected from the corresponding drop down list, the system does not display the orange halo around the drop down list to indicate an error has occurred.

Resolution: The code has been modified to highlight the Adjunctive Eligibility Proof drop down lists on the Income Calculator screen with the standard orange halo when nothing is selected in those controls.

NIN-94

DFDD

Dual Enrollment Report ENR001 (Output)

Issue: The DFDD does not clarify that the Dual Enrollment Report ENR001 (Output) also includes participants with a CreateDTTM or a ModifyDTTM after the report month because of EOM.

Resolution: The introduction section on the Generate Dual Enrollment Report topic and the introduction and Filter Criteria sections on the Dual Enrollment Report ENR001 (Output) were updated to include the following sentence:

"As a result of End of Month Processing, the report will also include participants with a create time or a modify time that falls after the report month."

NIN-96

DFDD

Report outputs

Issue: The DFDD documented several report outputs as "Coming Soon".

Resolution: The following report outputs were added to the DFDD for release 2.19.05:

• Agency Check Audit Report FDI010 (Output)

• Average Participants per Formula Type Report FDI006 (Output) (Clinic)

• Average Participants per Formula Type Report FDI006 (Output) (State Office)

• Bank Reconciliation Control Report - Daily FDI011 (Output)

• Bank Reconciliation Control Report - Monthly Detail FDI011 (Output)

• Bank Reconciliation Control Report - Monthly Summary FDI012 (Output)

• Check Redemption Analysis by Peer Group VND062 (Output)

• Check Redemption Analysis by Vendor VND061 (Output)

• Checks with No Issuance Information Report FDI002 (Output)

• Formula Purchased Report - Contract FDI009 (Output)

• Formula Purchased Report - Non-contract and Special Prescription FDI007 (Output)

• Initial and Closeout Participation by Clinic, Agency and Grantee FDI013 (Output)

• Overpriced Checks Report FDI013 (Output)

• Prenatal Women Peer Counselor Referrals Report CLN041 (Output)

• Redemption History VND073 (Output)

NIN-100

SPIRIT Login

Change Password

Issue: Cannot update password on a workstation running SPIRIT release 2.16.06 if the Web server is running release 2.17.00 or greater. This prevents the user from logging into the system and updating the software on the workstation if their password has expired because they are required to change their password prior to the application of updates.

Resolution: The Web server method SaveNewPassword was deprecated with the implementation of ENH-355 and replaced with the SaveUserPassword method. This becomes a problem with workstations running releases prior to 2.17.00 that are accessing a Web server running release 2.17.00 or greater because they client is trying to access a method that does not exist on the Web server.

The code has been updated to include the SaveNewPassword method in the Web server installation to support client workstation installations prior to release 2.17.

NIN-101

State Office

Estimated Caseload

Issue: The data grid content on the Estimated Eligibles tabbed page is editable with a user profile that has the View access level to the Estimated Caseload feature and the None access level to the Estimated Eligible Caseload feature of the State Office Feature group.

Resolution: The issue could not be recreated.

NIN-105

Central Administrative Site, Clinic, and State Office

Nutrition Assessment

Issue: The following issues were identified:

• Risk Factors assigned during the Nutrition Assessment were still labeled as with a "V" for VENA.

• The Add SOAP Note screen displayed "VENA" as the application area.

• The Staff Activity Report CLD021 (Output) contained a column named "Vena".

• If the user logged in did not have at least add permission for Nutrition Assessment and they clicked the Nutrition Assessment link on the Certification Guided Script screen, the standard error message displayed contained a reference to "VENA".

Resolution: Risk Factors assigned during the nutrition assessment are now labeled with an "N" for "Nutrition Assessment" in the Risk Factor node of the tree list on the following screens:

• Assign Certification Risk Factors (Clinic)

• Assign Risk Factors for VOC Certification (Clinic)

• Risk Factors (Central Administrative Site)

• Risk Factors (Clinic)

• Risk Factors (State Office)

The Application Area displayed for SOAP notes was updated to "Nutrition Assessment" on the following screens:

• Add SOAP Note (Clinic)

• Full Page View (Central Administrative Site)

• Full Page View (Clinic)

• Full Page View (State Office)

• Manage Notes (Central Administrative Site)

• Manage Notes (Clinic)

• Manage Notes (State Office)

The "Vena" column on the Staff Activity Report CLD021 (Output) in the State Office application module was renamed "Nutrition Assessments".

The standard error message E0006 that displays when the Nutrition Assessment link on the Certification Guided Script screen is clicked and the logged in user does not have appropriate permissions was updated to display "Nutrition Assessment".

NIN-107

Clinic

Infant Information

Issue: When the Breastfeeding Now check box is cleared on the Infant Information screen for all infants of a breastfeeding mother, the mother's certification end date remains one year from her delivery date.

Resolution: The code has been modified to adjust the mother's certification end date to six months from her delivery date when the breastfeeding now check box is cleared for all infants born from her most recent pregnancy through the Infant Information screen.

NIN-108

Clinic

No Show Report CLN021 (Output)

Issue: The hour format for the Print Time in the header is not printing correctly, and it is unclear how the report should be generated.

Resolution: The code has been modified as follows:

• The generate report dialog has been modified to include a "Report Destination" section where the "Send to Printer" option is the only option available for output.

• The layout of the report has been corrected to match standards and consistencies with all columns and text areas aligned appropriately.

• The report now only prints a single page when there is not any data returned for the report.

• The report now includes an "*** End of Listing ***" section at the end of the report.

NIN-111

Clinic

Participant Folder/Demographic Information

Issue: When the content of the Fixed Nighttime Location drop-down list box is selected and deleted, and the screen is processed, the system does not recognize that anything has changed and does not prompt the user to save.

Resolution: The code has been modified as follows:

• When the user clears the text in the Fixed Nighttime Location drop-down list on the Demographics tab of the Participant Folder and tries to save, an error message will be displayed.

• This message was changed from "An entry is required for the Fixed Nighttime Location" to "An entry is required in the Fixed Nighttime Location"

• If the user types in a location that already exists in the drop-down list and tries to save, an error message that says, "The Fixed Nighttime Location already exists. Cannot duplicate Fixed Nighttime Locations." will be displayed.

• If the user successfully saves a new Fixed Nighttime Location, it will be saved in the FIXEDLOCATION table and appear in the Fixed Nighttime Location drop-down list when the Demographics tab is reentered.

NIN-112

DFDD

High Risk Analysis

Issue: The edit message does not match the change order when attempting to run another analysis for the same fiscal year.

Resolution: In the DFDD on the High Risk Analysis topic, the reference to the C0061 standard confirmation message was removed from the Analyze button's description and added to the Save Analysis Results button's description, and the content for the Save Analysis Results button was rewritten.

NIN-115

Reference Utility

Maintain State Nutrition Assessment Questions

Issue: When an attempt is made to save newly added questions, the following message is displayed:

• The INSERT statement conflicted with the FOREIGN KEY constraint "FK_InterviewAgencyRiskFactor_InterviewAnswer". The conflict occurred in database "WMONVR", table "dbo.InterviewAnswer". The statement has been terminated."

Resolution: The code has been modified as follows:

• The save of questions for "Maintain State/Local Nutrition Assessment Questions" has been corrected to no longer generate foreign key constraint errors.

• The copying of questions for "Maintain State/Local Nutrition Assessment Questions" now assigns new IDs to the correct data elements being copied.

• The copying of questions for "Maintain State/Local Nutrition Assessment Questions" now preserves the risk factors being copied. The risk factors must still be valid for the WIC Status, Age Category, and Breastfeeding Amount of the question. Invalid risk factors will be dropped from the copied question.

• The sorting of questions in the question data grid for "Maintain State/Local Nutrition Assessment Questions" has been changed to sort by "WIC Status" alphabetically, "Age Category" sort value, then "Amount Breastfed" sort value to match the sort order in the corresponding drop downs.

NIN-116

State Office

Order

Issue: When an error has been identified in the Supplier box and an orange halo is displayed around it, the halo is displayed in such a way that when the drop-down calendar is displayed for the Order Date box, it is displayed below the orange halo for the Supplier box.

Resolution: The code has been modified to replace the existing Calendar Control with the system standard Calendar Control.

NIN-129

Vendor

Vendor Summary by Vendor VND020 (Output)

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

Resolution: This was resolved as a result of changes made for VRP-20 in release 2.17.

NIN-133

Vendor

Annual Vendor Training Letter

Issue: Annual Vendor Training Letter does not always include the correct SystemTrainingFY merge value when the letter is generated.

Resolution: The code has been modified as follows:

• Corrected Annual Training Letter to save and load the correct fiscal year.

• Corrected CalendarControl to have the correct disabled color text.

These changes affect all "training type" letters generated from the Schedule Training screen that include SystemTrainingFY as a merge field.

NIN-135

Clinic

EBT/Food Adjustment Wizard

Issue: Unable to change formula distributed in 2 or more benefit issuances.

Part 1:

• Issued 2 cans Good Start Soy to PBF <= Max infant, then changed the BF amount to PBF> max and issued an additional 6 cans soy, for a total of 8 cans issued and in the account balance.

• Redeemed 4 cans Good Start Soy, 4 cans Good Start Soy remain in the account balance.

• The Soy needs to be changed to Good Start Soothe- Benefit Management/ Food Adjustment Wizard/ Change food already issued/ Formula- Cans returned.

• Only 2 cans could be returned even though 4 cans were redeemed, so only 6 cans could be reissued.

Note: the redemption appears to be in 2 transactions because of the 2 different benefit numbers used. I believe that is why the system is not pulling the total cans redeemed and allowing the total redeemed to be returned.

Part 2:

• On 6/14, 3 cans Good Start Gentle were issued and redeemed.

• On 6/17 the Food Adjustment Wizard was used to add more formula- added 1 can.

• On 6/27 the Food Adjustment Wizard was used to add 2 cans of Good Start Gentle and the Food Adjustment Wizard was used to change a food item already issued:

• A quantity of 3 was entered in the formula returned. The system would not allow more than 3 to be entered, which is correct since 3 were redeemed.

• Chose to change to Good Start Soothe.

• The formula replacement screen shows the amount returned and the reconstituted ounces correctly, but the amount recovered shows as a -3 (negative) with -270 (negative) ounces.

• The total ounces and the amount available to issue shows as zero and none of the new formula can be issued.

Resolution:

Part 1:

When the 4 cans of formula were purchased, it looks like it applied 2 to the first benefit (causing it to be completely redeemed) and 2 to the second benefit (leaving 4 remaining on that benefit). When the system was looking at how many cans were redeemed, it wasn't taking into account the completely redeemed benefit because that Benefit Number was not found on the EBT Processor's balance inquiry. So it only saw the 2 cans redeemed on the second benefit that had a balance remaining.

The code has been modified to take into account completely redeemed benefits and that example now gives a total of 4 cans that are available to be returned.

Part 2:

It looks like it was applying those 3 returned cans to all 3 separate issuances of the Gentle formula. The system goes through each issuance, calculates how much is left (issued - returned) and then sums the issuances together to get the amount recovered, if there are multiple issuances.

The code has been modified to only count those 3 returned cans once, and it calculates it properly.

NIN-145

DFDD

Client Business Rules

Issue: The CERTLIMITWITHRF503NOBLOOD business rule needed clarification as zero (0) is a valid value for the business rule.

Resolution: The Values Allowed for the CERTLIMITWITHRF503NOBLOOD business rule was updated as follows:

The Values Allowed for the CERTLIMITWITHRF503NOHW business rule was updated as follows:

NIN-148

DFDD

Participant List

Issue: On the Participant List, search results yield names with no similarity to the search criteria but the DFDD stated the following: "The content of the Participant List data grid is refreshed to display clients whose information matches the specified search criteria."

Resolution: On the following topics in the following application modules, the DFDD was updated to indicate that Soundex is used when the Search button is clicked and while displaying search results in the Participant List data grid:

• Participant List (Central Administrative Site)

• Searching for a Client (Central Administrative Site)

• Participant List (Clinic)

• Searching for a Client (Clinic)

• Participant List (State Office)

• Searching for a Client (State Office)

The following information was added to the topics noted above:

"If information is entered in the Last Name and First Name fields, the system will perform a Soundex search on the database. A Soundex search is a phonetic algorithm that compares names by sound, as pronounced in the English language. The Soundex search compares the first and/or last names entered as filter criteria with the records stored in the database, and results matching the Soundex search are displayed in the Participant List data grid."

NIN-150

DFDD

Client Business Rules

Issue: The DFDD documented some business rules as "TBD".

Resolution: The following changes were made in the DFDD:

1. Documentation for the Acquire All Missing External IDs menu option was added to the Participant List menu topic in the Central Administrative Site DFDD. This menu option is always disabled in the Central Administrative Site application module.

2. Documentation for the Acquire All Missing External IDs menu option was added to the Participant List menu topic in the Clinic DFDD. This menu option is only enabled in the Clinic application module if the value of the EXTERNALUPDATESENABLED business rule = "Y".

3. Documentation for the Acquire All Missing External IDs menu option was added to the Participant List menu topic in the State Office DFDD. This menu option is always disabled in the State Office application module.

4. The Interface Initialization section on the Food Item Wizard (2 of 3) topic in the Reference Utility DFDD was updated as follows:

• The Maximum Quantity on Food Prescription (Partially Breastfeeding) column in the data grid is visible and enabled.

• The Maximum Quantity on Food Prescription (Non-Breastfeeding) column in the data grid is visible and enabled.

• The Maximum Quantity on Food Prescription (Mother of Multiples) column in the data grid is visible and enabled.

• The Maximum Quantity on Food Prescription (Food Package III) column in the data grid is visible and enabled.

NIN-154

DFDD

Application Wizard

Issue: The DFDD still mentions "Application Wizard".

Resolution: The DFDD was updated to remove the references to "Application Wizard" where appropriate.

In the Appendix DFDD on the Permissions Matrix topic under the Vendor Event Log Feature Group, a row for permission ID 6 and the Application Wizard feature existed. This permission feature row was removed from the DFDD.

In the Vendor DFDD on the All topic, the Follow-up Activity table contained a reference to the Application Wizard. This reference was removed from the DFDD.

In the Vendor DFDD on the Adding an Applicant to the Waiting List training scenario topic, the note after step 13 contained a reference to the Application Wizard event. This note was removed from the DFDD.

In the Vendor Online Application DFDD on the Business Information topic under Screen Access, two of the bullet items referenced the Application Wizard follow-up activity. These two bullet items were removed from the DFDD.

Other references to the Application Wizard were found in the DFDD in the release notes for release 2.14 and release 2.14.01. These references were not removed.

NIN-162

SPIRIT System

Default Printers (All Modules)

Issue: Inconsistent wording used for access points to the Default Printers dialog for all SPIRIT System modules. This includes the naming used for tool bar buttons and menu commands.

Resolution: The code has been modified to replace "Set Default Printers" with "Select Default Printers" on the menus and tool bar buttons specified.

NIN-176

Vendor

Ranking of Vendors by Value of Benefits Redeemed Report VND011 (Output)

Issue: The User Name data element was being cut off when a long user name was displayed on the generated Ranking of Vendors by Value of Benefits Redeemed Report VND011 (Output).

Resolution: The code has been updated to widen the User Name data element approximately thirty (30)% to allow the display of additional characters on the generated Ranking of Vendors by Value of Benefits Redeemed Report VND011 (Output).

The following changes were made to the Ranking of Vendors by Value of Benefits Redeemed Report VND011 (Output) topic in the Vendor DFDD

• The following data elements were added to the Data Elements section:

• Report ID

• Report Title

• Run Date

• User Name

• Report Subtitle

• Run Time

• Month of

• Page

• The report output mock-up image was updated.

In addition, on report output topics across the entire DFDD that contain the User Name data element, the Format section of the User Name data element was updated as follows:

"The value is included as its literal value. Because of space constraints, all characters of the user's first and last name may not print within the space allotted."

NIN-177

Vendor

Ranking of Vendors by Number of Benefits Redeemed Report VND010 (Output)

Issue: The User Name data element was being cut off when a long user name was displayed on the generated Ranking of Vendors by Number of Benefits Redeemed Report VND010 (Output).

Resolution: The code has been updated to widen the User Name data element approximately thirty (30)% to allow the display of additional characters on the generated Ranking of Vendors by Number of Benefits Redeemed Report VND010 (Output).

The following changes were made to the Ranking of Vendors by Number of Benefits Redeemed Report VND010 (Output) topic in the Vendor DFDD

• The following data elements were added to the Data Elements section:

• Report ID

• Report Title

• Run Date

• User Name

• Report Subtitle

• Run Time

• Month of

• Page

• The report output mock-up image was updated.

NIN-187

Clinic

Demographics

Issue: The user is prompted with a "Do you want to save?" message when leaving the Demographics tabbed page, either to go to another tabbed page or to exit the Participant Folder screen.

Resolution: The code has been modified so the system does not prompt the user to save changes when leaving the Demographics tabbed page if the user did not make any changes on the Demographics tabbed page.

NIN-188

Vendor

Selected Vendors by County VND016 (Output)

Issue: The report output includes the following issues:

• Addresses do not always print.

• Headers do not print on all pages.

• The municipality name should print, not the ID.

• When All Counties and All Vendors are selected, each vendor prints multiple times with different YTD Amount Redeemed values.

• Data is not being selected based on fiscal year.

• Dollar amounts for Year To Date Amount Redeemed are not formatted as dollars and should be right aligned with the header.

• When one county and one vendor are selected, a "field name is not known" error message is displayed.

• When one county and all vendors are selected, a "field name is not known" error message is displayed.

Resolution: The code has been modified to address the issues as follows:

• Addresses do not always print -- Address data was being pulled for report, but Crystal was not printing it. Modified the address formula to use multiple small formulas instead of one large one to create the address.

• Headers do not print on all pages -- Corrected to print headers on all pages.

• The municipality name should print, not the ID -- Corrected to print municipality name.

• When All Counties and All Vendors are selected, each vendor prints multiple times with different YTD Amount Redeemed values -- Corrected to print one line per vendor.

• Data is not being selected based on fiscal year -- Corrected to only select those records from the RedemptionHistory database table where the MonthOfRedemption is within the selected fiscal year.

• Dollar amounts for Year To Date Amount Redeemed are not formatted as dollars and should be right aligned with the header -- Corrected the Year To Date Amount Redeemed to include decimal places and be right aligned with the header.

• When one county and one vendor are selected, a "field name is not known" error message is displayed -- Corrected to account for null values returned.

• When one county and all vendors are selected, a "field name is not known" error message is displayed -- Corrected to account for null values returned.

• Corrected the sort order on generate screen to sort county by county name instead of county id and sort vendor by vendor trade name instead of vendor id. NOTE: For states that include bordering counties, it may appear that the county name is duplicated if the bordering county is the same name as a county within the state.

NIN-189

DFDD

Vendor Benefits Redeemed Report VND068 (Output)

Issue: In the DFDD, the Vendor Benefit Redeemed Report did not mention the report ID "VND068" in the title.

Resolution: All references to the Vendor Benefits Redeemed Report VND068 (Output) throughout the documentation now contain the report ID. In addition, the Report ID and other common report Data Elements were added to the report output topic.

NIN-191

Vendor

Vendors with 15 or More Sanction Points Report VND026 (Output)

Issue: The report does not include vendors with 15 or more sanction points unless a single event or follow-up is the source of 15 or more sanction points.

Resolution: The SQL script that identified vendors to include in the report was searching for individual events that applied 15 or more sanction points. This means that a vendor could have multiple events that applied sanction points, none of them applying 15 or more sanction points individually, but

or more and not be included in the report so long as no single violation applied 15 or more sanction points.

The SQL script has been modified to total the sanction points applied by all of a vendor's events and if that total is 15 or more, the vendor is included in the report.

NIN-192

Financial Management

Food Instruments Rejected for Payment Report FIN016 (Output)

Issue: An invalid index error is displayed when the report is generated. The report need not be included in the End of Month (EOM) process any longer.

Resolution: The rejection code's data column was renamed a few years ago and the report wasn't updated to reflect the renaming. Crystal Reports seems to have tolerated the misnamed column for the most part, but happened to complain when its print output (of all things) was updated after the user clicked the Print button.

The report has been modified to reference the renamed data column and the data structure was converted from a TTX file to a typed data set.

The code has been modified to remove the report from the EOM process.

All references to End of Month were removed from the Food Instruments Rejected for Payment Report FIN016 (Output) topic in the Financial Management DFDD.

All references to the Food Instruments Rejected for Payment report were removed from the End of Month Processing topic in the Scheduled Job Administration DFDD.

NIN-196

Clinic

Add Breastfeeding Item

Issue: Breastfeeding items not consigned to a clinic and breastfeeding items with an available quantity of zero are included for selection in the Item drop-down list box.

Resolution: The code has been modified to exclude inventory items that are not consigned to the clinic and those that have an available quantity of zero.

NIN-203

Clinic

Certification Guided Script

Issue: The Risk Factor data grid is not being refreshed after a WIC category change.

Resolution: The code has been modified to refresh the Risk Factor data grid after a WIC category change.

NOTE: If a participant's WIC category is changed from breastfeeding to non-breastfeeding on the Demographic Information screen during a certification attempt, her risk factors cannot be assessed until all infants born from the pregnancy have had their breastfeeding status changed from breastfed to not breastfed.

NIN-204

Clinic

EBT Household Change Guided Script

Issue: Cannot Complete Household Change - Household is locked

Resolution: The code has been modified to include a link named "Review New EBT Household Demographics" has been added to the EBT Household Change Guided Script screen between the "Remove Cards" and "Add Benefits to New Household" links.

The new link allows a new household to be set up in the EBT Processor, if it is not set up already, and will prevent the "no account found" error when adding benefits, since having the account set up in the EBT Processor is now required before adding the benefits. Even if the new household is set up in the EBT Processor, the user will still be required to click on the new link to review the household before adding the benefits. They do not need to change anything on that screen, however.

Also, in order to make the messages provided to the user when they miss any step in this guided script easier to follow, the old error message, "Steps must be completed in order", has been replaced with a new error message, "Please complete the [link missed] step before completing the [clicked link] step."

NIN-205

Clinic

EBT Household Change Guided Script

Issue: Over-issuance of formula suggested.

Resolution: The stored procedure that was filling the "Benefits to Remove for Current Month" data grid had a grouping issue in the SQL, so the sum of the quantities was not working properly (it should only have one row for each food category/subcategory).

The code has been modified to suggest the correct issuance of formula.

NIN-207

Clinic

Multiple PFDTU Dates Available

Issue: The participant's name is displayed as "<LASTNAME>, <FIRSTNAME>"

Resolution: The code has been modified to display the participant's name as "<FIRSTNAME> <MIDDLEINITIAL>. <LASTNAME>"

NIN-209

Clinic

SOAP Note

Issue: SOAP Notes display the unadjusted length-for-age and weight-for-age percentiles for children who were born premature.

Resolution: The code has been modified to display the adjusted length-for-age and weight-for-age percentiles on SOAP notes for children who were born premature.

NIN-210

Vendor

Establish Vendor Peer Groups VND049 (Output)

Issue: The report is not generated successfully when a commonly redeemed food instrument is chosen as a criterion for the report.

Resolution: The report has been modified to accommodate larger totals. The arithmetic fields have been expanded to hold a ten-digit number with two decimal places and comma separators to denote thousands (e.g., 99,999,999.99).

NIN-211

Clinic

Risk Factor Assignment

Issue: Cannot assign risk factor 371 - Maternal Smoking outside the Certification Guided Script.

Resolution: A script has been added to change Assignment Method to 'B' for Risk Factor 371 in table RISKFACTORREFERENCE.

NIN-217

Clinic, Central Administrative Site, State Office

Growth Grids

Issue: 0-24 month WHO length for age growth grid is not displaying the line for 2.3 % percentile.

Resolution: The code has been modified so that the 0-24 month WHO length for age growth grid displays the line for 2.3 % percentile.

NIN-221

Clinic

Status Change Code

Issue: Member.ValidCertification did not update to N when system terminated the participant (found while testing EGT-95)

Resolution: The code has been modified to set Member.ValidCertification to N when the system terminates the certification of a BF participant because of status change to NBF.

NIN-227

Central Administrative Site

Breastfeeding Summary Report CAS016 (Output)

Issue: The report contains a reference to a closed agency that has nothing to do with the agency selected for the report.

Resolution: The following changes have been made to the code:

• Changed the SQL to prevent clinics with equal clinic IDs but different agency IDs from being included.

• Changed SQL to not give divide-by-zero error for agencies with no breastfeeding infants. (This was causing empty state reports.)

• Corrected the part in the SQL that was including infants not currently being breastfed in the number of infants exclusively breastfed. This was causing an over-reporting of exclusively breastfed infants, sometimes causing percentages to be >100%. This was a violation of the DFDD, which states

• This column is calculated by counting the number of Infant WIC Category participants who are currently exclusively breastfeeding.

• Corrected the report to use only values belonging to the current agency when calculating agency summary percentages, instead of all values returned from the query. This corrected the problem of duplicating the state summary percentages.

NIN-230

Vendor

Direct Shipment Item Redemption

Issue: Exception error occurs on Direct Shipment Item Redemption when an impossible paid date is entered.

Resolution: The issue occurred because the Search button is the default button and remains the default button even when the data grid has the focus, so pressing Enter triggers a search.

The code has been modified so the Search button is not the default button when the data grid has keyboard focus.

NIN-231

Vendor

Direct Shipment Item Redemption

Issue: If a user presses the Enter key to go to the next row on the Direct Shipment Item Redemption screen, the user gets a save prompt. If the user selects No or Cancel, then the unsaved data is cleared.

Resolution: With the fix made for NIN-230, the save prompt will no longer appear when a user presses the Enter key, since it was trying to do a search on the press of Enter, which didn't make logical sense. The code has been modified to properly handle the cases where the user selects Cancel on the save prompt in the following scenarios after changing data grid data:

1. Clicking Search

2. Clicking Export to Excel

3. Clicking the X at the top-right of the form.

NIN-232

End of Month

Reported Participation Monthly Report CLD007 (Output)

Issue: The Reported Participation Monthly Report that is generated with EOM gives an output that lists Grantee, Agency and Clinic levels (this is not an options from within the State Office Module). This output is not sorting correctly, it is not in a top down order and one of the Grantees appears to be listed twice.

Resolution: The GroupID column is being used to combine grantee, agency and clinic. When running with the All report by option, the granteeid was being populated with values of different lengths. The stored procedure was modified to ensure length of grantee within the GroupID column would be the same length.

NIN-234

Clinic, Vendor, Central Administrative Site, State Office, Financial Management

Change Password

Issue: New SPIRIT User, Change Password only takes old password

Resolution: The code has been modified to correctly allow passwords to be changed.

NIN-237

State Office

Generate Initial and Closeout Participation by Clinic, Agency and Grantee Report

Issue: If you attempt to run the report for a month that has not had EOM run you get a report with blank results instead of the standard message that is received for all other reports where EOM is required to generate data:

The Month/Year selected must be less than or equal to the current month/year value used by the month-end process.

Resolution: The code has been modified to correct the State application's Initial and Closeout Participation report options dialog to give error when month > current process control month.

NIN-239

Clinic

Nutrition Assessment Contact

Issue: Nutrition Assessment Contact allows you to assign Risk Factors Already Assigned

Resolution: There will be no hierarchical changes to risk factor assignment for the 2.19.05 release. Changing risk factors assignment hierarchy system wide will require more discussion with the CCWG and is considered an enhancement. The code has been modified so that user's will no longer be able to manually add risk factors to new Nutrition Assessment(s) that have already been assigned by methods other than "N".

NIN-240

Clinic

Income Contact

Issue: Clinic / Cannot remove SNAP eligibility

Resolution: The code has been modified to not reapply past individual adjunctive eligibilities for the individual as present ones for other household members when clearing SNAP for a child on the Income Calculator form.

NIN-243

Vendor

Vendor Folder

Issue: Vendor is populating Authorized agent from previous Vendor.

Resolution: Unable to recreate.

NIN-244

Vendor

Monitoring Visit

Issue: Vendor On-Site Warning after Monitoring Visit not printing abuses noted on all letters - leaves gaps or only prints partial list/ Prints compliance letter when On-Site Warning should have printed

Resolution: The code has been modified as follows:

• The Monitoring Visit event now prints the correct letter based on the criteria outlined in the DFDD. The On-Site Warning letter will be generated for Monitoring Visits that have at least one sanction point. I did discuss what should happen when there are abuses noted, but no sanction points are assessed with Bob Anderson and Donna Parrott. Per that discussion if a Monitoring Visit has abuses noted, but 0 sanction points have been assessed for the visit then the vendor is still considered to be in compliance by the system for that visit.

• The mail merge engine has been updated to allow for multiline merge fields. In addition, some improvements have been made to reduce the number of iterations required to generate a mail merge document. This change affects all standard letter templates (.doc) files and custom mail merge templates generated by Spirit.

• Note to Doc Team: The Sanction Type and Point Assessed merge fields have been consolidated into one field called "SanctionList". This is an alphabetical listing where each line is comprised of the sanction assess with the amount of sanction points assigned for the sanction. The release notes should include a notice stating that the standard template "MN061.doc" has been updated with a new merge field, and that states using this template for day-to-day operations will need to have the template updated accordingly.

NIN-247

SPIRIT System

System-wide

Issue: The file SessionSettings.xml is being automatically replaced with SessionSettings.xml.new, which does not contain URLs to tell the system where to connect. When the user tries to log in, an exception error is displayed, which is followed by an object reference error and SPIRIT closing down.

Resolution: The code loads the SessionSettings class with the values from the SessionSettings.xml file. The code uses the SessionSettings class to generate the SessionSettings.xml.new file. In some instances, the SessionSettings class does not hold the values from the SessionSettings.xml file at the time the SessionSettings.xml.new file is created, so it does not include the missing values.

The code has been modified to confirm that the values exist in the SessionSettings class before generating the SessionSettings.xml.new file used to replace the existing SessionSettings.xml file.

NIN-249

Clinic

Certification Guided Script

Issue: Clinic / VENA assigned risks show up in new certifications.

Resolution: The code has been modified as follows:

The Certification Guided Script does not read risk factors from Nutrition Assessment Contacts recorded prior to the start of the certification attempt.

If no nutrition assessment contact exists for the current certification attempt then the following message will be displayed:

• Error: No nutrition assessment contact was found for the current certification attempt.
  Please navigate to the Nutrition Assessment window, and add a contact.

When the Nutrition Assessment contact for the current certification attempt was collected for the wrong WIC category, age category, or breastfeeding amount then the message will be displayed:

• Error: The nutrition assessment contact for the current certification attempt was collected for the wrong WIC category, age category or breastfeeding amount.
  Please navigate to the Nutrition Assessment window, and add a contact for the applicant's current WIC category, age category and breastfeeding amount.

NIN-250

Clinic

Certification Guided Script

Issue: There is not a business rule or a button/check box that is visible on the prescreen form to initiate the waiting list. Currently, if there is data in the WLEligibilityProfile and WLEligibilityCriteria tables, the current priority for the participant is compared to this data and if the criteria for the waiting list is met, the Add Participant to the Waiting List form displays. Based on a complete code search for these two waiting list tables we discovered there is not any way to populate these two tables in SPIRIT. We need something, (e.g. a new reference utility function) to populate these tables. We may also need a business rule to turn on/initiate the waiting list instead of the code checking if the configuration data is in the waiting list tables.

Resolution: The code has been modified as follows:

• The WLELIGIBILITYCRITERIA and WLELIGIBILITYPROFILE database tables were redesigned.

• A new Waiting List Profiles function was added to Reference Utility.

• Two new forms were added to Reference Utility: Maintain Waiting List Profiles and Update Waiting List Profile.

• Code was modified to correctly identify Waiting List eligibility status for a participant.

• Code was modified to eliminate duplicate PK error when a Waiting List record was updated.

• Code was modified to update the WAITLISTBEGINDATE and WAITLISTENDDATE columns in MEMBER table.

NIN-251

Reference Utility

Edit Clinic

Issue: The EmailAddress column in the ServiceSite database table is defined as varchar(100), but the Edit Clinic screen only allows the entry of 30 characters.

Resolution: The code has been modified as follows:

• Bad clinic e-mail addresses will be logged by EOD.

• The E-mail Address text box on the Edit Clinic screen will allow up to 100 characters.

• The E-mail Address label on the Agency/Clinic screen will display a full 100-character e-mail address on one line.

NIN-252

Vendor

Vendor Renewal

Issue: Fields become uneditable when in Vendor Renewal Process.

Resolution: The code has been modified to ensure that controls that are editable at the start of a renewal are now saved in a session variable, so those controls will remain editable when the tab is changed or the Next button is clicked.

NIN-253

Clinic

Remove Incomplete Certification

Issue: When an incomplete certification is removed, the enabled/disabled status of the Reinstate Participant menu command is not set properly.

Resolution: The code has been modified to correctly set the enabled/disabled status of the Reinstate Participant menu command when the Remove Incomplete Certification function is used.

NIN-254

Clinic

Income Calculator

Issue: When a participant is terminated by the system for being over income, the enabled/disabled status of the Manually Terminate Participant and Reinstate Participant menu commands is not set properly.

Resolution: The code has been modified to correctly set the enabled/disabled status of the Manually Terminate Participant and Reinstate Participant menu commands when a participant is terminated by the system for being over income.

NIN-255

Vendor

Finish Compliance Investigation

Issue: The Finish Compliance Date activity date changing from entered date to today's date.

Resolution: The code has been modified to store the correct dates for the Finish Compliance Investigation follow-up activity.

NIN-256

Vendor

Vendor Online Application

Issue: Required fields can be bypassed when creating a renewal application if the vendor's ownership structure is partnership.

Resolution: The application was looking at the control's tab and only validating if the tab was enabled. On a renewal, the empty control was enabled but the tab was disabled, so no validation was done. The code has been modified to look at the control's enabled state and validate based on that. An empty or invalid required field now validates properly for a renewal application.

NIN-257

Clinic

Height/Weight

Issue: RF 121 is incorrectly assigned by the system when the Y2-6 HT/Age growth grid percentile is N/A.

Resolution: The code has been modified to check the height of the child in addition to the growth percentile when assigning risk factor 121.

NIN-258

Clinic

Certification Guided Script / VOC Certification

Issue: The PendingProofBenefitIssued flag in the Member database table is not reset for subsequent certifications.

Resolution: The code has been modified to reset the PendingProofBenefitIssued flag when the certification process is started using the Certification Guided Script or VOC Certification.

NIN-262

Clinic

Generate Official Notification

Issue: Official Notice prints for termination reasons other than categorical ineligibility and recertification due.

Resolution: The code has been modified to restrict when the Generate Official Notification screen can print an official notification. The Official Notification document cannot be generated for any reason other than categorical ineligibility or recertification due.

The period in which the Official Notification document can be generated for a participant is controlled by the value of the TermNoticeWarningPeriod state business rule. The value represents the number of days prior to the participant's categorical ineligibility date or certification due date the Official Notification document can be generated. If the dates both events are approaching, notice of categorical ineligibility always takes precedence over notice of certification due, and only the notice of categorical ineligibility is generated.

If an attempt is made to generate the Official Notification document outside of the period controlled by the TermNoticeWarningPeriod state business rule, the system displays the following error message (E0383) when the Generate Official Notification screen is processed: "'The official notice cannot be generated at this time because the participant is not nearing the end of their current certification or becoming categorically ineligible."

NIN-264

Clinic, Central Administrative Site, State Office

Medical Prescription - Formula Report / Medical Prescription - Non-Formula Report

Issue: Modify Prescription reports to allow reporting for prescriptions for Soy, Tofu, Whole Milk, and Extra Cheese

Resolution: The code for the Medical Prescription - Formula Report and the Medical Prescription - Non-Formula Report have been modified to pull back records based on the FOODINSTRUMENTSET.FIRSTUSEDATE instead of the FOODINSTRUMENT.LASTUSEDATE. In addition, the counts have been changed to only count each participant up to once per agency and clinic combination.

NIN-265

Clinic

Mid-certification Assessment

Issue: Phase II of One Year Child Certifications (Mid-Certifications)

Resolution: The code has been modified as follows:

• The code has been modified to start the process of adding Mid-Certification Assessment (MCA) record for the VOC Certification screen, the Applicant is Certified screen, and the Applicant Prescreening screen if Infant is certified for more than 6 months.

• Stored procedure uspCreateMidCertificationRecord has been modified in order to cancel creation of MCA record if calculated MCA Due Date is out of certification time range.

• Mid-Certification Assessment Report has been modified to display Effective Date of the original certification rather than Effective Date of the latest pseudo-certification.

NIN-268

Clinic

Add Set of Benefits

EGT-81

Issue: When using add set it appears that the validations on the food prescriptions have been removed.

Resolution: The code has been modified to add a special prescription end date check and a valid age-related food prescription check to the EBT version of the Add Set process.

NIN-272

Certification

Assign Certification Risk Factors

Issue: If pregnant woman is certified with RF 335, it cannot be removed during the certification period because it is system assigned.

Resolution: The code has been modified to enable the Expecting Multiple Births check box when the Health Information tab is displayed on the Participant Folder screen.

NIN-274

Clinic

Delayed Blood Work Report CLN001 (Output)

Issue: The Delayed Blood Work Report displays inaccurate clinic(s) and/or participants.

Resolution: The code has been modified to add an additional parameter to the Participant Manager when retrieving data for the Delayed Blood Work report to get the correct clinics to appear for the selected agency.

NIN-275

Reference Utility

Food Distribution Item

Issue: The Allow Direct Shipment check-box on the Food Distribution Item screen is inactive for newly created food distribution items.

Resolution: The Direct Ship check-box is inactive for newly created food distribution items until they are linked to a food item with its Distribution Rule set to "Quantity on Separate Check(s)". The specification for ENH-392 states the following: "The Allow Direct Shipment checkbox will only be enabled if the Base Food Category is Formula and the food item that is linked to the distribution item is set to a Distribution Rule of "Quantity on Separate Check(s)." No code modification was necessary.

NIN-278

Clinic

Issue Benefits - Benefits

Issue: When issuing benefits, a message is displayed stating that the first set of checks have already been printed and that no more checks can be printed due to proofs pending even though no checks have been printed for the current certification period.

Resolution: The issue could not be recreated. It's likely that the fix for NIN-258 resolved the issue.

NIN-281

DFDD

Vendor Online Price Survey

Issue: In the Vendor Online Price Survey DFDD, documentation for the Save button and the Submit button on the Create New Price List topic was not concise.

Resolution: On the Create New Price List topic in the Vendor Online Price Survey DFDD, documentation was rewritten for the Save button and the Submit button.

NIN-282

Clinic

Initial Contact

Issue: The WIC Category drop-down list box on the Initial Contact screen is not pre-populated with the WIC category specified on the Applicant Prescreening screen.

Resolution: The code has been modified to default the WIC Category drop-down list box on the Initial Contact screen with the WIC category selected on the Applicant Prescreening screen. If a WIC category was not selected on the Applicant Prescreening screen, the WIC Category drop-down list box on the Initial Contact screen defaults to no selection.

NIN-283

Clinic

Participant Folder - Demographics

Issue: When a VOC certified participant is added to a homeless household, the user is asked to confirm whether changes should be saved when navigating from the Demographics tabbed page to any other tabbed page on the Participant Folder screen regardless of whether any changes were made.

Resolution: The reason the confirmation message is displayed is because the Fixed Nighttime Location control has been left empty. It would normally require an entry and message would display with the text, "An entry is required for the Fixed Nighttime Location", but the fields required for a VOC certified participant do not include the Fixed Nighttime Location control, so the "Do you want to save changes" text is displayed instead.

The code has been modified to only display a message with the text, "Do you want to save changes", when the user has made a change on the screen.

NIN-285

Clinic

Individual Nutrition Education Contact

Issue: When an Individual Nutrition Education Contact is added, and "Primary" is selected in the Type drop-down list box, none of the default education topics are initially selected in the Topic(s) Discussed list box.

Resolution: The code has been modified to display the default education topics for a Primary contact as selected in the Topic(s) Discussed list box.

NIN-286

Database

State Business Rule

Issue: The DistributionItemDescription2Enabled business rule was not removed as specified for ENH-377.

Resolution: The StateBusinessRule table has been modified to remove the DistributionItemDescription2Enabled record.

NIN-288

DFDD

Reference Dictionary and Reference Dictionary Entry

Issue: An explanation needs to be added to the DFDD on the Reference Dictionary topic to clarify the use of the 'StateDefined' flag on the RefDictionaryCategory table.

An explanation needs to be added to the DFDD on the Reference Dictionary Entry topic to clarify the use of the 'SystemDefined' flag on individual entries within a category.

Resolution: On the Reference Dictionary topic in the Reference Utility DFDD, the following documentation was added to the Category drop-down list box

The system will use data from the RefDictionaryCategory table to populate the Category drop-down list box. The StateDefined column in the table must equal either 'Y' or 'N' for every category. For existing categories, those values are seeded during conversion and are not modified after that. When new categories are added to the RefDictionaryCategory table with a release of the SPIRIT software, they are seeded using a database script automatically run as part of the release implementation. The StateDefined value shouldn't change once the entry is made.

The drop-down list box contains an entry for each category where the RefDictionaryCategory.StateDefined value = 'Y'. Entries in the RefDictionaryCategory table with a StateDefined value = 'N' are not displayed in the selection list because the system is dependent upon the entries within the category and they cannot be maintained without impacting related functionality.

On the Reference Dictionary Entry topic in the Reference Utility DFDD, the following documentation was added to the screen introduction below Screen Access

NIN-289

SPIRIT System

Change Password

Issue: After a user's password has been reset, the user receives a message with the text "The request failed with HTTP status 401: Unauthorized" when the Change Password screen is processed.

Resolution: The code has been modified to prevent the display of a message with the text "The request failed with HTTP status 401: Unauthorized" when the Change Password screen is processed

NIN-292

Clinic

Child Health Information

Issue: All required fields are required on the Child Health Information screen before the child can be linked to its mother's record.

Resolution: The code has been modified to not require a selection in the Household Smoking drop-down list box before displaying the Linked Participant screen when the Linked Participant button is selected on the Child Health Information Screen.

NIN-293

Clinic

Health Information

Issue: Unable to see the same Health information on a Windows XP machine that you can see on the Windows 7 machine.

Resolution: This issue was caused by the specification of an incorrect "disabled" color for the controls modified for ENH-26. The code has been modified to correct the "disabled" color for all affected controls.

NIN-295

Clinic

Blood Measurement

Issue: The Age at Measurement value disappears when a blood measurement is edited.

Resolution: The code has been modified to display the Age at Measurement value:

• on the Blood Measurement screen when editing an record

• on the Blood sub-tab on the HT/WT/Blood tab of the Participant Folder after a record has been edited.

NIN-296

Clinic

Participant List

Issue: The CTRL+C shortcut to copy selected content does not function properly on cells in the Participant List data grid on the Participant List screen.

Resolution: The code has been modified to allow the CTRL+C shortcut to copy the content of the cell selected in the Participant List data grid.

NIN-297

Clinic

Pregnancy Information

Issue: Fields are incorrectly disabled on the Pregnancy Info tabbed page of the Health Information tabbed page on the Participant Folder screen.

Resolution: The code has been modified to enable the following controls on the Pregnancy Information screen:

• Has Not Received Prenatal Care

• Date Prenatal Care Began

• Requires Food Package III

• Date Food Package III

NIN-298

Database

LocalUseCaption Table

Issue: An error message with the text "An item with the same key has already been added. The system has encountered an expected error." is displayed when certifying multiple members of a household.

Resolution: The issue was caused by the existence of more than one entry in the LOCALUSECAPTION database table with the same AGENCYID, WICSTATUS, and ORDINALPOSITION.

The user cannot cause this issue using the Edit Local Use Question screen in the System Administration module if the data seeded in the database is correct, so no change has been made to the code. An SQL script was added to search for duplicated entries in the LOCALUSECAPTION database table and correct them.

NIN-299

Clinic

Child Health Information

Issue: When working with a child that is >= one year old and still has an " infant" WIC category (due to EOD not being run), the Breastfeeding Now check box is still enabled and the Breastfeeding Beyond One Year check box is not. If you select the Breastfeeding Now check box the following happens:

• A message that the mom will be terminated is displayed. --> Click OK.

• A message that the food package will be changed is displayed. --> Click OK.

• A message that the date of birth is invalid for an infant is displayed. --> Click OK.

• Click the Demographics tab to attempt to change the WIC Category.

• The following message is displayed:
  "Object reference not set to an instance of an object."
  Stack Trace:
  at ParticipantFolder.frmParticipantFolder.SaveChanges(Boolean hideMsgboxes, Boolean Formclosing, Boolean& CancelExit)
  at ParticipantFolder.frmParticipantFolder.frmParticipantFolder_Closing(Object sender, CancelEventArgs e)

If OK is clicked, the message just keeps coming back until the application is forced to close using Windows' Task Manager.

Resolution: The object reference error identified was caused by household data not being loaded correctly before the save process was initiated. The code has been modified to ensure that household data is loaded correctly before the save.

NIN-300

Clinic

Referrals

ENH-272

Issue: When testing ENH-272, the following issues were identified:

4.2.1.8 The Selected list box will modified in the following ways:

4.2.1.8.1 It will be changed from a list box to a tree view.

4.2.1.8.1.1 Its size will be 325 pixels wide by 323 pixels high (tall enough to display exactly 20 nodes).

4.2.1.8.1.2 The tree structure will be the same as that of the Available tree view.

4.2.1.8.1.3 The nodes for each program displayed in the tree view are expanded by default when the screen is instantiated and all nodes are expanded each time the tree view is refreshed.

Resolution: The code has been modified as indicated below to correct the issues as logged in JIRA:

1. The size of both tree view controls has been increased to 341 pixels wide by 347 pixels high to correctly display 20 nodes.

2. The size of the form has been increased to 800 pixels wide by 604 pixels high to correctly display 20 nodes.

3. The nodes automatically expand when the tree's data is loaded/reloaded.

4. The tab order of the screen has been corrected.

5. The layout of the screen has been adjusted so that the margins of the screen are uniform.

NIN-301

Clinic, CAS

Master Calendar, Schedule Appointments

ENH-278

Issue: When ENH-278 was tested, three issues were identified:

1.The sort value appeared odd since it started with 56 instead of 1.

2.Inactive resources were available for selection when setting up Master Calendar.

3.Inactive resources were available when scheduling appointments in Clinic.

Resolution: The code has been modified to address the issues noted as follows:

1. The Sort Order column on the Define Resources screen is hidden from the user. The system will still update the sort order value but the user won't it.

2. The second fail back is not a valid fail back. The user will still be able to set up hours for inactive resources. All resource related tasks in the CAS application can be completed for inactive resources.

3. Inactive resources are shown in the Schedule Appointments for Household screen. A new edit was added to the Edit Resource screen in the CAS application. The new edit message displays when the user activates the OK button and the Active check box is unchecked and the resource has at least one appointment or one group education class in the current agency scheduled for the current date time or in the future. The edit message text will be "<Resource Name> has appointments or group education classes scheduled and cannot be inactivated." and the Active check box will halo.

NIN-302

Clinic

Risk Factors

ENH-292

Issue: When a note is automatically generated during the process of resolving system-assigned high risk designations, the note subject is not always correct.

Resolution: A new system defined NoteSubject called High Risk Resolution has been added with an externalID of 'HR'. The code has been modified to use the new note subject when generating notes related to high risk.

The subject line of the note was being populated based on the subject ID. That will not work for all states.

NIN-303

Clinic, CAS, State Office

Participant Folder

ENH-368

Issue: When the Participant Folder is opened in either CAS or State Office, the Copy Alert to Note function is available and should not be.

Resolution: The code has been modified so that the 'Copy Alert to Note' function is disabled in State Office and CAS modes. It is enabled when working in Clinic.

NIN-304

Clinic

Benefits History

ENH-396

Issue: When the new node was added to the Benefits History screen, the certification effective date contained the effective date of the last pseudo-certification instead of the original certification effective date.

Resolution: The code has been modified to display the effective date from the first certification record in a given certification start date grouping since it contains the original certification effective date.

NIN-305

Management Console

Check Layout Configuration

ENH-377

Issue: When ENH-377 was tested, two issues were found:

1.No 'Check Layout Configuration' feature was found in Management Console.

2.The state business rule 'DISTRIBUTIONITEMDESCRIPTION2ENABLED' was not removed from the state business rules table.

Resolution: The code has been modified to delete the feature 'Check Layout Configuration' and re-insert the feature instead of checking for the existence of the feature. The state business rule DISTRIBUTIONITEMDESCRPITON2ENABLED was removed from the state business rules table.

NIN-306

Clinic

Reports

ENH-113

Issue: When the Benefit Pick-up Report is generated, no page break occurs when the clinic information changes.

Resolution: The code has been modified so that a page break occurs when the clinic changes so that all participants appearing on a page of the report belong to the clinic whose name appears at the top of the page.

NIN-307

State Office

Reports

ENH-295

Issue: When the Breastfeeding Duration – No Longer Breastfeeding report or the Breastfeeding Duration – Currently Breastfeeding reports are generated, the following issues were noted:

1. BF Duration - Currently BF report creates sparse or empty report (Minor, 2013Jun19) When a clinic or agency has no currently breastfeeding infants, the result is an empty or sparsely populated report.

2. Breastfeeding Duration - Currently Breastfeeding Report section missing from DFDD (Minor, 2013Jun19; Matti, 2013Jul02)

3. Breastfeeding Discontinuance Report still in DFDD (Minor, 2013Jun19)

4. Describe Raw Data Spreadsheet format in DFDD (Matti, 2013Jul02)

5. No data for 1-30 day, 1 mo. and more ranges. (Matti, 2013Jul02)

6. Exclude participants with unknown Ever Breastfed values from the breastfeeding percentages. (Matti, 2013Jul02)

7. Relabel "Total Infants" column in Healthy Goals reports. (Matti, 2013Jul02)

8. Include number of children who stopped breastfeeding in the BF Duration - Currently BF report (Matti, 2013Jul02)

Resolution: The code has been modified or the request has been answered as follows:

1. Action Taken: Report has been changed to consistently display all summary lines (populated with zeros as needed) for all reports, empty or not. Detail lines (one for each race/ethnicity) are withheld from the report when there are no matching participants to save space.

2. Action Taken: Add Breastfeeding Duration - Currently Breastfeeding report section to the State Office / System Outputs / Reports section.

3. Action Taken: Remove Breastfeeding Discontinuance report entries from the following locations in the DFDD:

System Outputs / Breastfeeding Discontinuance section

• State Office / System Outputs / Reports / Breastfeeding Discontinuance section

• State Office / System Outputs / Reports / Generate Reports page

4. Action taken: Provide a description in the DFDD of the columns in the raw data spreadsheet. Note that all participants matching the report criteria are included in the raw data regardless of their Ever Breastfed value, as they must all be counted for inclusion in the report totals.

5. Action taken: None. In a test database, the data becomes "stale." After the database is 3 months old, no infants less than three months old will have been entered in the system. And older infants (> 6 mo. or so) who were certified at birth, will have their certifications expire. We request that the tests be repeated in a more recent backup of the production database.

6. Action taken: Children with "Unknown" are no longer considered when percentages are calculated along with the new line item identifying "Unknown" for infants who have ever breastfed.

7. Action Taken: None. The label "Total Infants" is required by the change order.

8. Action Taken: None. This request is not included in the signed change order. Please submit a new enhancement request for this change.

NOTE: DFDD updates for items 2, 3, and 4 will be made with Release 2.18.06 as indicated in JIRA.

NIN-308

Clinic, CAS, State Office

Reports

ENH-391

Issue: When the Initial Contacts report is generated, the system is not calculating the processing standard correctly. The processing standard should be the number of days between the initial contact and the day the first appointment is offered. If the staff person does not complete the first appointment offered, the system should calculate the processing standard as the difference between the initial contact and the certification effective date. It appears that the system is calculating the processing standard as being the difference between the initial contact and the certification effective date in all instances. The agency selection is missing when the report is run from the State Office.

Resolution: The code has been modified to correctly calculate the processing standard for the report. The agency drop down has been added to the generate dialog for the report when running it from State Office.

NIN-310

State Office

Reports

ENH-36

Issue: When the Reported Participation List report is generated into a spreadsheet output format, the placement of sub-totals and totals make the report confusing.

Resolution: The code has been modified to include the changes noted below based on decisions made on the 7/9/2013 CCWG call:

The format for the spreadsheet will be the raw data format.

There will be no totals in the spreadsheet.

The participants' names will not be included in the spreadsheet.

The sort order will be as described in the discussion document.

1. Grantee ID

2. Agency ID

3. Clinic ID

4. Category and Breastfeeding amount using the following sequence:

WIC Category Code BF Amount Code

P n/a Women Pregnant

B 1 Women Fully Breastfeeding

B 2 Women Partially BF <= Max

B 5 Women Partially BF > Max

B 4 Women Fully Formula Fed

N n/a Women Non-breastfeeding

C n/a Child

I 1 Infants Fully Breastfeeding

I 2 Infants Partially BF <= Max

I 5 Infants Partially BF > Max

I 4 Infants Fully Formula Fed

5. Household ID

6. State WIC ID

NIN-311

State Office, System Administration

Potential Duplicate Participants

ENH-258

Issue: When the comparison is run in the application, the system is displaying possible duplicate participant pairs that have already been resolved as either being true duplicates or have been marked as not being duplicates.

Resolution: The code has been modified so that participant pairs that have already been identified as duplicates or participant pairs that have been identified as not duplicates do not appear in the results.

NIN-312

Clinic

Participant Folder, Certification Guided Script

ENH-389

Issue: When adding information in the Infants Born from this Pregnancy screen, the system is using the required field indicators set for the mother rather than those set for the infant. Since the information added on this screen is for the infant, the infant rules should be used.

Resolution: The code has been modified to correctly check the required fields table when adding a new postpartum infant from the Infants Born From this Pregnancy dialog.

NIN-315

State Office

Reports

ENH-306

Issue: When the Peer Counselor Contact Pending - Breastfeeding report is generated, the amount of formula issued values are not calculated correctly.

Resolution: The code has been modified to use the reconstituted value of the formula in the FoodItem record instead of the purchased (dehydrated) weight of the formula to calculate the amount of formula issued.

NIN-318

Vendor

Vendor Folder

ENH-339

Issue: When a monitoring visit is added to the event log, and an abuse noted box is selected, a violation will appear in the event log tree. Vendor managers may want the option for the abuse they discovered during the monitoring visit to be noted in the event log tree as an area for monitoring or training, but not shop up as a violation.

Resolution: The code has been modified so the addition of a monitoring visit on the event log within the vendor folder functions as noted below:

1.) The Monitoring Areas grid on the Monitoring Visit screen and the New Vendor Authorization screen are populated from the new MonitorArea table that was added in this enhancement.

2.) If a MonitorArea does not have a violation type associated with it, the Violation Found check box is disabled even after the Abuse Noted check box is checked.

3.) If the user selects an existing Monitoring Visit without a Monitoring Visit Completed follow up activity and the user activates the edit button, the Monitoring Visit screen will display in edit mode. If a MonitorArea is now inactive, the row still displays in the Monitoring Area grid, but that row is read-only (all check boxes should be disabled). The user cannot change anything on an inactive MonitorArea row.

4.) A new check box labeled Send Letter was added to the Monitoring Visit screen. It defaults to be unchecked and enabled so the user may check this check box. The Send Letter dialog will be displayed only if this new check box is checked.

Several other changes required by the CO were made to make this work. For example, all the occurrences of the Monitoring Area. Description Code property were identified and changes made to the code to expect a monitorAreaID instead of a violationTypeID.

NIN-320

State Office

Potential Duplicate Participants

Issue: When an attempt is made to access the Potential Duplicate Participants screen, an object reference error occurs.

Resolution: The code has been modified so that it works in environments having multiple agencies as well as only one agency in the state. The issue was caused because the value of the combo box was being used directly without first checking the value.

NIN-325

Clinic

Participant Folder

Issue: When activating the Certification History tab of the Participant Folder, the message: 'Connection to the local ACM server has been lost.' occurs.

Resolution: The code has been modified to not show the ACM error if the ACM business rule is turned off. In addition, 4 indexes were added to the CertHistory table and one index was added to the HealthNote table for performance improvement.

NIN-326

DFDD

Clinic Training Scenarios

Issue: In the Clinic DFDD, the Training Scenarios for certification and recertification incorrectly documented the location of household smoking data.

Resolution: The following changes were made to the following Training Scenarios in the Clinic DFDD:

Recertifying an Infant Less Than 12 Months of Age:

• Household Smoking information was removed from step 3.

• Instructions for Household Smoking, TV/Video Viewing and Medical Conditions were added to step 5.

Certifying an Applicant and Her Child:

• The Household Smoking note was removed from step 4 #15 and relocated to step 5.

• The Household Smoking note was removed from step 8 #18 and relocated to step 9.

Certifying an Applicant and Her Infant:

• The Household Smoking note was removed from step 3 #12 and relocated to step 4.

• The Household Smoking note was removed from step 7 #14 and relocated to step 8.

NIN-329

State Office, End of Month

Reports

ENH-245

Issue: When the Breastfeeding Initiation report is generated, no mothers display in the Participating > 3 months column.

Resolution: The code has been modified to retrieve data for the report differently. The new SQL uses the PostpartumInfant table to get the PostpartumID specific to the infant who is linked to the mother's postpartum certification. Then it uses the CertContact table to get the PregnancyID values for the mother.

NIN-330

Clinic

Certification Guided Script

Issue: When the Certification Guided Script is started, a primary key error related to the CertHistory table occurs.

Resolution: The code has been modified to split existing relatively long-running transactions into two parts. The first transaction reserves the pool of IDs and updates the CertHistoryConsignment table. The second transaction adds new steps to the CertHistory table. The issue was caused by two concurrent transactions reserving the same pool of consignment values.

NIN-333

Clinic

Certification Guided Script

Issue: When a participant who was previously on WIC and changed from BF to NBF after the baby was 6 months old is re-certified, the system displays the Multiple PFDTU Dates Available screen erroneously for categorically ineligible individuals.

Resolution: The code has been modified to check the termination date on the previous certification before displaying the Multiple PFDTU Dates Available screen. If the certification was terminated for reason of categorical ineligibility, the screen is not displayed. According to a note in the issue, the code is also checking for a Cert Ineligibility date before the end date of the certification, but this condition will not happen because a certification deemed ineligible never gets an effective or end date assigned.

NIN-338

Financial Management

Reports

ENH-5

Issue: When the Check Redemption Totaled by FY report is generated, the report can only be saved as a spreadsheet. The report is only available in the Financial Management application.

Resolution: The code has been modified to produce the Check Redemption Totaled by FY report as follows based on decisions made in a CCWG call on July 9, 2013:

1. The report is excluding benefits if benefit is voided, reported lost or reported stolen. If the purpose of the report is to monitor financial obligations, all benefits that are paid should be listed. Report needs to be changed to include all benefits based on paid date.

a. The PaidDate column of FoodInstrument table is not null.

b. The PaidDate column of FoodInstrument table is between the selected From Date and To Date, inclusive

2. Fiscal year and report totals will be included in the spreadsheet. See attachment ENH-5 mockup.xlsx for an example.

3. The Generate Benefit Redemptions Report screen will change from "Save Raw Data as Spreadsheet" to "Save Data as Spreadsheet".

The report will be available only in Financial Management based on the decision made by the CCWG on 1/30/2013.

NIN-340

Clinic

Benefit Issuance

ENH-384

Issue: When issuing benefits for a household, all members appear in the issue benefits window regardless of their status. Household members who are categorically ineligible appear as well as those who were terminated. This issue is caused by the setting of DSPCHILDRENUNDER5CHECKSNOTELIGIBLEMSGS business rule preventing the categorically ineligible messages from appearing in the tree view for children over 5 years of age.

Resolution: The code has been modified to:

• Bypass checking the DSPCHILDRENUNDER5CHECKSNOTELIGIBLEMSGS business rule so that the system correctly displays errors in the benefits tree view.

• Display the termination reason in the tree view. For example, if the participant is terminated and categorically ineligible, the error text will be displayed as "Certification has been Terminated (Categorically Ineligible)."

NIN-342

Clinic

Nutrition Assessment

Issue: When a Nutrition Assessment is being added for a breastfeeding mother, "Old" VENA questions are appearing in the new Nutrition Assessment. This situation occurs when a Nutrition Assessment is started during a certification for a breastfeeding mother who does not yet have any partially or fully breastfeeding infants linked.

Resolution: The code has been modified to display a standard edit message with the text: "A nutrition assessment contact cannot be added until a breastfeeding infant born from this pregnancy has been added through the Health Information screen." whenever the mother has no linked infants who are at least partially breastfeeding.

NIN-361

DFDD

Reference Utility

MS-30

Issue: On the Reference Utility topic in the Reference Utility DFDD, the Individual Contact Types list item was referenced but the function no longer exists within the Reference Utility application module.

Resolution: On the Reference Utility topic in the Reference Utility DFDD, the Individual Contact Types list item was removed. In addition, the following screen topics were removed from the Reference Utility DFDD

• Individual Contact Types

• Individual Contact Type

NIN-362

DFDD

Reference Utility

MS-31

Issue: On the Reference Utility topic in the Reference Utility DFDD, the Consigned Breastpump Dispositions list item was referenced but the function no longer exists within the Reference Utility application module.

Resolution: On the Reference Utility topic in the Reference Utility DFDD, the Consigned Breastpump Dispositions list item was removed. In addition, the following screen topics were removed from the Reference Utility DFDD

• Consigned Breastpump Dispositions

• Consigned Breastpump Disposition

NIN-363

DFDD

Reference Utility

MS-33

Issue: On the Reference Utility topic in the Reference Utility DFDD, the Individual Contact Types list item was referenced but the function no longer exists within the Reference Utility application module.

Resolution: This issue was resolved as a result of changes made for NIN-361.

NIN-364

DFDD

Reference Utility

MS-41

Issue: On the Reference Utility topic in the Reference Utility DFDD, the Education Methods list item was referenced but the function no longer exists within the Reference Utility application module.

Resolution: On the Reference Utility topic in the Reference Utility DFDD, the Education Methods list item was removed. In addition, the following screen topics were removed from the Reference Utility DFDD

• Education Methods

• Education Method

NIN-365

DFDD

Reference Utility

MS-43

Issue: On the Reference Utility topic in the Reference Utility DFDD, the Education Methods list item was referenced but the function no longer exists within the Reference Utility application module.

Resolution: This issue was resolved as a result of changes made for NIN-364.

NIN-366

DFDD

Base Food Category Limits

MS-48

Issue: In the Reference Utility DFDD on the Base Food Category Limits topic, the word "Limits" was omitted in several of places which caused confusion.

Resolution: On the Base Food Category Limits topic, select references to "base food category(ies)" were changed to "base food category limit(s)" per the revisions tracked in the MS-48_DFDD_Corrections.docx document attached to the JIRA ticket.

NIN-367

DFDD

Reference Utility

MS-52

Issue: On the Reference Utility topic in the Reference Utility DFDD, the Education Types list item was referenced but the function no longer exists within the Reference Utility application module.

Resolution: On the Reference Utility topic in the Reference Utility DFDD, the Education Types list item was removed. In addition, the following screen topics were removed from the Reference Utility DFDD

• Education Types

• Education Type

NIN-368

DFDD

Reference Utility

MS-53

Issue: On the Reference Utility topic in the Reference Utility DFDD, the Education Types list item was referenced but the function no longer exists within the Reference Utility application module.

Resolution: This issue was resolved as a result of changes made for NIN-367.

NIN-369

DFDD

Activities menu

MS-61

Issue: The State Office DFDD referenced a Clinic Caseload menu option on the Activities menu topic, but the functionality did not exist in the current software.

Resolution: This issue was resolved as a result of changes made for release 2.19.

NIN-370

DFDD

Reference Utility

MS-63

Issue: On the Reference Utility topic in the Reference Utility DFDD, the Consigned Breastpump Dispositions list item was referenced but the function no longer exists within the Reference Utility application module.

Resolution: This issue was resolved as a result of changes made for NIN-362.

NIN-371

DFDD

Login

MS-67

Issue: On the Login topic in the State Office DFDD, an incorrect reference to the standard error message E0239 existed below the OK button. In addition, variant text was missing for the standard error message E0006.

Resolution: The incorrect reference to the standard error message E0239 was updated to reference E0329 as a result of changes made for NIN-453.

The variant text: "You must have the state office assigned as a work location. Please contact your supervisor." was added to the standard error message E0006.

NIN-372

DFDD

Edit High Risk Threshold

MS-78

Issue: On the Edit High Risk Threshold topic in the Reference Utility DFDD, it was noted that the Screen Access section was inaccurate.

Resolution: On the Edit High Risk Threshold topic in the Reference Utility DFDD, the Screen Access section was updated as follows:

NIN-373

DFDD

UPC List

MS-93

Issue: On the UPC List topic in the Reference Utility DFDD, the Update Multiple Items check box was documented but the check box could not be located on the UPC List screen within the Reference Utility application module.

Resolution: The documentation for the Update Multiple Items check box on the UPC List topic in the Reference Utility DFDD currently states: "The control is visible and enabled when:The Electronic Benefit Transfer (EBT) food delivery system is enabled for the current clinic." No changes made.

NIN-374

DFDD

Journal menu

MS-103

Issue: On the Journal menu topic in the Financial Management DFDD, the documentation for some of the menu options incorrectly stated that the menu options were enabled when an item was selected in the data grid.

Resolution: On the Journal menu topic in the Financial Management DFDD, the content: "The control is enabled when:A record is selected in the data grid." was removed from the following menu option descriptions:

• Financial Account Inquiry

• Accounting Schedule List

• Funds List

• Financial Accounts List

• Natural Accounts List

• Financial Statement List

NIN-375

DFDD

Manage Packaging Configurations

MS-119

Issue: In the State Office DFDD, documentation for the Activities menu in the Participant List inaccurately described a Manage Packaging Configurations sub-menu option under the Manage Inventory menu option.

Resolution: This was resolved as a result of changes made for NIN-388.

NIN-376

DFDD

Child Health Information

MS-211

Issue: A request was made to update the documentation for the Breastfeeding Now check box on the Child Health Information topic in the Clinic DFDD.

Resolution: In the Clinic DFDD on the Child Health Information topic, the following content was updated in/added to the documentation for the Breastfeeding Now check box

"The control is enabled when:

• The Yes radio button is selected.*

• The Breastfeeding beyond One Year check box is unchecked.

*If a mom is in the non-breastfeeding WIC status, the Breastfeeding Now check box will never be enabled, regardless of whether the Yes radio button is selected in the Ever Breastfed radio button group.

A non-breastfeeding WIC status overrides the selections in other controls.

If the mom was in the breastfeeding WIC status, selecting the Yes radio button in the Ever Breastfed radio button group enables the Breastfeeding Now check box.

Selecting the No radio button or the Unknown radio button in the Ever Breastfed radio button group disables the Breastfeeding Now check box and the corresponding date calendar controls (Date Breastfeeding Verified, Date Breastfeeding Began, and Date Breastfeeding Ended)."

DFDD

Order

MS-232

Issue: Documentation was not clear regarding the Print Order button on the Order topic in the State Office DFDD.

Resolution: Documentation for the Print Order button on the Order topic was updated in the in the State Office DFDD.

In addition, a new standard confirmation message C0079 was added to the Messages Matrix.

NIN-378

DFDD

Appointment Types

MS-233

Issue: In the Central Administrative Site DFDD, three issues were noted:

1. On the File menu topic in the Participant List, documentation was missing for the Waiting List menu option.

2. On the File menu topic in the Participant List, the Unlock Locked Household sub-menu option was documented but the function was not available in the software.

3. On the Participant List menu topic in the Participant List, documentation was missing for the Acquire All Missing External IDs menu option.

Resolution: The following changes were made in the Central Administrative Site DFDD

1. No changes were made to the File menu topic in the Participant List for the Waiting List menu option. The Waiting List menu option is not available in Central Administrative Site.

2. Documentation for the Unlock Locked Household sub-menu option was removed from the File menu topic in the Participant List.

3. Documentation for the Acquire All Missing External IDs menu option was added to the Participant List menu topic in the Participant List. (See NIN-150 for other changes made for the Acquire All Missing External IDs menu option.)

NIN-380

DFDD

Mother's WIC Category Change

MS-412

Issue: In the Clinic DFDD, the Interface Initialization on the Mother's WIC Category Change topic was incorrect.

Resolution: In the Clinic DFDD, the Interface Initialization on the Mother's WIC Category Change topic was updated as follows:

To display the WIC Category Change for a woman not linked to an infant on WIC:

• Display the Demographics screen for a woman not linked to an infant on WIC > Change the woman's WIC Category in the WIC Category drop-down list box from Non-breastfeeding to Breastfeeding.

• Display the Demographics screen for a woman not linked to an infant on WIC > Change the woman's WIC Category in the WIC Category drop-down list box from Breastfeeding to Non-breastfeeding.

NIN-381

DFDD

Participant Folder toolbar

MS-467

Issue: In the State Office DFDD, the Unlock Locked Household menu option was not documented for the System Tools toolbar button on the Participant Folder toolbar topic.

Resolution: In the State Office DFDD, the Unlock Locked Household menu option was added to the System Tools toolbar button on the Participant Folder toolbar topic.

NIN-382

DFDD

Table of Contents

MS-479

Issue: In the State Office DFDD, the table of contents did not contain a book for the Generate Notice to PBF Mom menu option.

Resolution: The Generate Notice to PBF Mom book was added to Table of Contents (Participant Folder > Participant Activities menu) in the following DFDDs:

• Central Administrative Site

• Clinic

• State Office

The page available when the book is expanded is the Official Notification Document (Output). Since system output (Output) topics are not available in Online Help, the Generate Notice to PBF Mom book is only available within the DFDD.

NIN-383

DFDD

Scanned Documents

MS-498

Issue: In the State Office DFDD on the Scanned Documents topic, the documentation incorrectly stated that the items in the data grid could be double-clicked in the Scanned Documents data grid.

Resolution: The description of the Scanned Documents data grid was updated to indicate that the user can "Select a record in this data grid and click the buttons on the screen to perform additional functions" in the following DFDDs:

• Scanned Documents (Central Administrative Site)

• Scanned Documents (Clinic)

• Scanned Documents (State Office)

NIN-384

DFDD

Demographics

MS-556

Issue: In the Clinic DFDD, documentation for the Date Verified calendar control in the Homeless group box on the Demographics topic was not clear and concise.

Resolution: The DFDD was updated as follows:

The I0011 standard information message Message Trigger

"The Homeless verified date is 30 days before the current system date."

Was changed to:

"The current participant is marked as homeless and a process that cannot be completed for homeless participants was initiated within the system."

The E0067 standard error message Message Trigger

"The date entered is 30 days before the current system date."

Was changed to:

"The date entered is 30 days or more prior to the current system date."

Documentation for the Date Verified calendar control in the Homeless group box on the Demographics topic was updated as follows:

"If the date entered in the Date Verified calendar control is equal to 30 days prior to the system date, the system displays the E0067 standard error message."

Was changed to:

"If the date entered is equal to or greater than thirty (30) days prior to the current system date, a standard error message (E0067) displays when the screen is processed."

NIN-385

DFDD

Event Log - WIC Scheduled Job Administration

MS-630

Issue: The DFDD is vague regarding when the Event Log - WIC Scheduled Job Administration screen displays.

Resolution: The DFDD was updated to clearly specify when the Event Log - WIC Scheduled Job Administration screen displays. The changes outlined below were made.

Scheduled Job Administration

The Screen Access section on the Event Log - WIC Scheduled Job Administration topic was updated as follows in the DFDD

• Display the WIC End of Day Administration screen > Select the View Log radio button in the WIC End of Day Administrative Functions radio button group > Enter a date range in the Log Date Range group box > Click the Apply button.

• Display the WIC End of Month Administration screen > Select the View Log radio button in the WIC End of Month Administrative Functions radio button group > Enter a date range in the Log Date Range group box > Click the Apply button.

• Display the Interrogator Administration screen > Select the View Log radio button in the WIC End of Day Administrative Functions radio button group > Enter a date range in the Log Date Range group box > Click the Apply button.

The processing that occurs when the Apply button is clicked on the WIC End of Month Administration, WIC End of Day Administration, and Interrogator Administration topics was updated in the DFDD as follows:

• If the View Log radio button is selected, the system initiates a check for required information in the From and To calendar controls in the Log Date Range group box. Once the controls have been validated, the Event Log - WIC Scheduled Job Administration displays for the specified date range. If no log information exists for the specified date range, the Event Log - WIC Scheduled Job Administration displays the text: "No log data found for the specified date range."

• If the Purge Log radio button is selected, the system initiates a check for required information in the From and To calendar controls in the Log Date Range group box. Once the controls have been validated, the system purges the entries in the event log for the specified date range. It is recommended that you periodically purge data from the event log.

System Administration

The Screen Access section on the Event Log - WIC Scheduled Job Administration topic was updated as follows in the DFDD

• Display the View Event Logs screen > Select a WIC Scheduled Job Administration event log in the View Event Logs data grid > Click the View button.

NIN-386

DFDD

Official Notification Document (Output)

MS-645

Issue: In the State Office DFDD, documentation for the Official Notification Document (Output) incorrectly stated that the output was generated by selecting the Generate Official Notification menu option on the Participant Activities menu in the Participant Folder.

Resolution: In the State Office DFDD, the Official Notification Document (Output) topic was updated to indicate that the output is generated by selecting the Generate Notice to PBF Mom menu option on the Participant Activities menu in the Participant Folder.

NIN-387

DFDD

Appendix and Generate Statewide Education Summary

MS-682

Issue: In the State Office DFDD, the Generate Statewide Education Summary topic does not document the "No Records Found" error under the OK button.

Resolution: In the State Office DFDD, the OK button documentation on the Generate Statewide Education Summary topic was updated to include the following content:

In the Appendix DFDD, new Variant Text "No Record(s) Found." was added to the E0050 description in the Messages Matrix.

NIN-388

DFDD

Manage Packaging Configurations

MS-712

Issue: In the State Office DFDD, documentation for the Activities menu in the Participant List inaccurately described a Manage Packaging Configurations sub-menu option under the Manage Inventory menu option.

Resolution: In the State Office DFDD on the Activities menu in the Participant List, the Manage Packaging Configurations sub-menu option was removed. The Manage Packaging Configurations screen is accessible only by clicking the Packaging button on the Product List screen.

NIN-389

DFDD

Reference Utility

MS-713

Issue: On the Reference Utility topic in the Reference Utility DFDD, the following Education Types list items were referenced but the functions were not found on the Reference Utility screen within the Reference Utility application module

• Category/Subcategory/maintenance

• Complaint types

• Consigned breastpump dispositions

• Education types

• Grantees list

• Individual contact types

• State agency high risk criteria

Resolution: The issues identified above were addressed as follows:

Category/Subcategory Maintenance

The DFDD currently states that this list item is visible and enabled on the Reference Utility screen when: "The Electronic Benefit Transfer (EBT) food delivery system is enabled for the current clinic." No changes made.

Complaint Types

On the Reference Utility topic in the Reference Utility DFDD, the Complaint Types list item was removed. In addition, the following screen topics were removed from the Reference Utility DFDD

• Complaint Types

• Complaint Type

Consigned Breastpump Dispositions

This issue was resolved as a result of changes made for NIN-362.

Education Types

This issue was resolved as a result of changes made for NIN-367.

Grantees

The following content was added to the Reference Utility DFDD for the Grantees list item on the Reference Utility topic in the Reference Utility DFDD

"The control is visible and enabled when:

• When the value of the INCLUDEGRANTEES business rule equals "Y"."

Individual Contact Types

This issue was resolved as a result of changes made for NIN-361.

State Agency High Risk Criteria

On the Reference Utility topic in the Reference Utility DFDD, the State Agency High Risk Criteria list item was removed. In addition, the following screen topics were removed from the Reference Utility DFDD

• Maintain State Agency High Risk Vendor Criteria

• Edit State Agency High Risk Vendor Criteria

NIN-390

DFDD

Breastfeeding Item

MS-735

Issue: On the Breastfeeding Item topic in the Clinic DFDD, the Interface Initialization section incorrectly stated that the Quantity masked edit box was enabled and the ID text box was disabled in Edit mode.

Resolution: The Interface Initialization section on the Breastfeeding Item topic in the Clinic DFDD was updated to indicate that the Quantity masked edit box is enabled and the ID text box is disabled in Edit mode.

NIN-391

DFDD

Peer Counselor Activity Report CLN025 (Output)

MS-745

Issue: On the Breastfeeding Peer Counselor Activity Report (CLN025) , the DFDD does not document the total number of non-breastfeeding women contacted.

Resolution: The Breastfeeding Peer Counselor Activity Report (CLN025) was renamed "Peer Counselor Activity Report CLN025 (Output)" and the report output was validated and rewritten for release 2.19.

The following topics were updated in release 2.19:

• Peer Counselor Activity Report CLN025 (Output) (Clinic)

• Peer Counselor Activity Report CLN025 (Output) (State Office)

NIN-393

DFDD

Edit Threshold Field Value

MS-775

Issue: On the Edit Threshold Field Value topic in the Reference Utility DFDD, the introduction of the screen contained typos and read as: "The Edit Threshold Field Value screen is used to view user to enter or update high risk threshold value for a specific risk factor."

Resolution: In the Reference Utility DFDD on the Edit Threshold Field Value topic, the introduction to the screen to: "The Edit Threshold Field Value screen is used to enter or update the high risk threshold value for a specific risk factor."

NIN-394

DFDD

Security

MS-776

Issue: In the Management Console DFDD on the Security topic, the fourth bullet point in the Definitions section duplicated the term "feature assigned" in the following sentence: A permission with an access level of "Full" means that the user has editorial access to all data related to the feature assigned feature assigned to the permission."

Resolution: In the Management Console DFDD on the Security topic, the fourth bullet point in the Definitions section was updated to remove the duplicated "feature assigned" term.

NIN-395

DFDD

WIC Management Console

MS-777

Issue: In the Management Console DFDD on the WIC Management Console topic, the second paragraph began as follows: "A menu bar and is displayed at the top..."

Resolution: In the Management Console DFDD on the WIC Management Console topic, the second paragraph was updated to begin as follows: "A menu bar is displayed at the top of the screen..."

NIN-396

DFDD

Settings

MS-778

Issue: In the Management Console DFDD on the Settings topic, the second sentence in the first paragraph read as follows: "The three functions are independent and be set up and use separately."

Resolution: In the Management Console DFDD on the Settings topic, the second sentence in the first paragraph was updated as follows: "The three functions are independent and can be set up and used separately."

NIN-397

DFDD

Appointment Types

MS-779

Issue: In the Central Administrative Site DFDD on the Appointment Types topic, the documentation for the Edit button incorrectly stated that: "The Appointment Type screen displays in Add mode when the button is clicked."

Resolution: In the Central Administrative Site DFDD on the Appointment Types topic, the documentation for the Edit button was updated to: "The Appointment Type screen displays in Edit mode when the button is clicked."

NIN-398

DFDD

Appointment Types

MS-780

Issue: In the Central Administrative Site DFDD on the Resource Schedules topic, the documentation for the OK button incorrectly stated that the Scheduled Group Education Classes data grid was updated when the button was clicked.

Resolution: In the Central Administrative Site DFDD on the Resource Schedules topic, the documentation for the OK button was updated to the following:

"Upon successful completion of the edits, if the screen is in Add mode, an entry will be added to the Defined Resource Schedules data grid on the Adjust Resource Schedules screen.

If the screen is in Edit mode, the values for the currently selected entry will be updated in the Defined Resource Schedules data grid on the Adjust Resource Schedules screen."

NIN-399

DFDD

Breastfeeding Initiation Report OPR030 (Output)

MS-781

Question: Why is a report layout (example) not provided for each report listed in the CAS module? For example, the are no snapshots provided for the Breastfeeding Initiation Report or the Clinic Detail Calendar but there is for the Enrollees by County/Municipality Report CAS001.

Answer: The DFDD is a living document that is updated with each major software release. Several report output topics are currently scheduled for "recertification". Report outputs that have not yet been recertified or updated resulting from changes for a specific release do not contain the report mock-up images.

Resolution: Report mock-up images were added to the following topics as a result of changes made in release 2.19:

• Breastfeeding Initiation Report OPR030 (Output) (Central Administrative Site)

• Breastfeeding Initiation Report OPR030 (Output) (State Office)

NIN-400

DFDD

Generate Outreach Listing Report

MS-782

Issue: In the Central Administrative Site DFDD on the Generate Outreach Listing Report topic, the controls in the Address Labels group box were not documented.

Resolution: In the Central Administrative Site DFDD on the Generate Outreach Listing Report topic, the following control descriptions were added to the Address Labels group box

• Generate Address Label(s) First check box

• Address Label Printer drop-down list box

• Label Type drop-down list box

• Starting Label Position text box

• Pause after Generating Label check box

NIN-401

Central Administrative Site, Clinic, and State Office

Generate Participation by Priority/Category/Ethnicity Group Report

MS-783

Issue: In the Central Administrative Site DFDD on the Generate Participation by Priority/Category/Ethnicity Group Report topic, the Save as Excel radio button was not documented in the Report Destination radio button group.

Resolution: The Save as Excel radio button in the Report Destination radio button group was renamed Save as Spreadsheet on the following screens in the following application module

• Generate Participation by Priority/Category/Ethnicity Group Report (Central Administrative Site)

• Generate Participation by Priority/Category/Ethnicity Group Report (Clinic)

• Generate Participation by Priority/Category/Ethnicity Group Report (State Office)

NIN-402

DFDD

List of Dual Reported Participation Cases Report ENR002 (Output)

MS-784

Issue: In the State Office DFDD, documentation for the List of Dual Reported Participation Cases Report ENR002 (Output) incorrectly stated: "If a potential duplicate is redeeming food instruments in more than one agency, the participant information will appear on the report for each agency." The duplicates are reported based on being issued food instruments from multiple agencies instead of being based on redemptions.

Resolution: In the DFDD on the following topics in the following application modules:

• Risk Factors (Central Administrative Site)

• Risk Factors (Clinic)

• Risk Factors (State Office)

The Risk Factors Display tree list bullet in the Interface Initialization section was updated as follows:

"The Risk Factors Display tree list is visible, enabled, and displays all risk factors in chronological order by certification date for the selected participant." (Changed "is" to "in".)

NIN-403

DFDD

Nutrition Education Contact

MS-785

Issue: A request was made to change the "Nutrition Education Contacts" topic title to "Nutrition Education Contact" in the State Office DFDD.

Resolution: The "Nutrition Education Contacts" topic title was changed to "Nutrition Education Contact" in the following application modules:

• Nutrition Education Contact (Central Administrative Site)

• Nutrition Education Contact (Clinic)

• Nutrition Education Contact (State Office)

All references throughout the DFDD were updated to reflect the change.

NIN-404

DFDD

Food Package List Search

MS-787

Issue: In the Direct Distribution DFDD on the Food Package List Search topic, the documentation for the Last Name, First Name, and MI text boxes incorrectly stated that the controls were enabled when the Food Package List ID radio button was selected.

Resolution: In the Direct Distribution DFDD on the Food Package List Search topic, the documentation for the Last Name, First Name, and MI text boxes was updated to indicate that the controls are enabled when the Participant Name radio button is selected.

NIN-405

DFDD

Direct Distribution Redemption

MS-788

Issue: In the Direct Distribution DFDD on the Direct Distribution Redemption topic, the documentation for the Hold Receipt and Get Receipt buttons incorrectly referenced the Check Out button.

Resolution: In the Direct Distribution DFDD on the Direct Distribution Redemption topic, the documentation for the Hold Receipt and Get Receipt buttons was updated as follows:

"Click the Hold Receipt button to hold the receipt."

"Click the Get Receipt button to retrieve the suspended (held) receipt and display the redemption on the screen."

NIN-406

DFDD

WIC End of Month Administration

MS-789

Issue: In the Scheduled Job Administration DFDD on the WIC End of Month Administration topic, the documentation for the Status text and value label was incorrect.

Resolution: In the Scheduled Job Administration DFDD on the WIC End of Month Administration topic, the documentation for the Status text and value label was updated to the following:

"View the date for which the End of Day/End of Month status is displayed in this text and value label."

NIN-407

DFDD

WIC End of Month Administration

MS-790

Issue: In the Scheduled Job Administration DFDD on the WIC End of Month Administration topic, the documentation for the Completed text and value label was incorrect.

Resolution: In the Scheduled Job Administration DFDD on the WIC End of Month Administration topic, the documentation for the Completed text and value label was updated to the following:

"View whether the process completed in this text and value label. It displays a Yes or No value."

NIN-408

DFDD

WIC End of Day Administration

MS-791

Issue: In the Scheduled Job Administration DFDD on the WIC End of Day Administration topic, the documentation for the Status text and value label was incorrect.

Resolution: In the Scheduled Job Administration DFDD on the WIC End of Day Administration topic, the documentation for the Status text and value label was updated to the following:

"View the date for which the End of Day/End of Month status is displayed in this text and value label."

NIN-409

DFDD

WIC End of Day Administration

MS-792

Issue: In the Scheduled Job Administration DFDD on the WIC End of Day Administration topic, the documentation for the Completed text and value label was incorrect.

Resolution: In the Scheduled Job Administration DFDD on the WIC End of Day Administration topic, the documentation for the Completed text and value label was updated to the following:

"View whether the process completed in this text and value label. It displays a Yes or No value."

NIN-410

DFDD

Generate Average Cost per Food Instrument Type Report

MS-793

Issue: On the Generate Average Cost per Food Instrument Type Report topic in the Financial Management DFDD, an All radio button was incorrectly documented in the Report By radio button group.

Resolution: The following changes were made to the Generate Average Cost per Food Instrument Type Report topic in the Financial Management DFDD

• Documentation for the All radio button was removed from the Report By radio button group in the Screen Elements section.

• The Interface Initialization section was updated to indicate that the Clinic radio button is initially selected as the default in the Report By radio button group.

NIN-411

DFDD

Maintain Medical Clinics and Maintain Medical Providers

MS-794

Issue: A request was made to change the name of the "Provider Name" editable data grid on the Maintain Medical Providers topic System Administration DFDD.

Resolution: On the Maintain Medical Providers topic System Administration DFDD, the "Provider Name" editable data grid was renamed the Maintain Medical Providers editable data grid.

In addition, on the Maintain Medical Clinics topic System Administration DFDD, the "Clinic Name" editable data grid was renamed the Maintain Medical Clinics editable data grid.

NIN-412

DFDD

PC20XX File Generation

MS-795

Issue: On the PC20XX File Generation topic in the State Office DFDD, a File Destination text box was incorrectly documented.

Resolution: In the State Office DFDD, the File Destination text box was removed from the PC20XX File Generation topic.

NIN-414

DFDD

title bar

MS-797

Issue: The version number noted in the title bar of the DFDD is incorrect.

Resolution: The title bar was updated for release 2.19 and will be updated for each release going forward.

DFDD

Inventory menu

MS-798

Issue: In the Direct Distribution DFDD on the Food Package List Search topic, the DFDD incorrectly stated that the Inventory menu was enabled upon display of the screen.

Resolution: The Direct Distribution DFDD was updated as follows:

• The Screen Access section in the Food Package List Search topic was updated to indicate that the Inventory menu is visible. It is enabled if at least one of the available menu options is enabled on the menu. Otherwise, it is disabled.

• On the Inventory menu topic, content was added to indicate that the Set Inventory Location menu option is enabled when full permission is granted for the Set Inventory Location permission feature in the Management Console application module.

NIN-416

DFDD

Inventory menu

MS-799

Issue: In the Direct Distribution DFDD on the Food Package List Search topic, documentation for the Reports toolbar button was missing from the Interface Initialization section.

Resolution: In the Direct Distribution DFDD on the Food Package List Search topic, a bullet point for the Reports toolbar button was added to the Interface Initialization section.

NIN-417

DFDD

Inventory menu

MS-800

Issue: In the Direct Distribution DFDD, the Select Default Printers toolbar button was inaccurately named "Set Default Printer".

Resolution: Across the entire Direct Distribution DFDD, references to the "Set Default Printer" toolbar button were renamed Select Default Printers.

NIN-418

DFDD

Inventory menu

MS-801

Issue: In the Direct Distribution DFDD on the Food Package List Search topic, the bullet point for the Redeem Food Package List toolbar button in the Interface Initialization section incorrectly stated that the toolbar button was visible and enabled.

Resolution: In the Direct Distribution DFDD on the Food Package List Search topic, the bullet point for the Redeem Food Package List toolbar button in the Interface Initialization section was updated to indicate that the toolbar button is visible and disabled.

NIN-419

DFDD

Table of Contents

MS-802

Issue: In the Direct Distribution DFDD's Table of Contents, the hypertext link to the Generate Reports page in the Reports book within the main Food Package List Search book was broken. Direct Distribution > Food Package List Search > File Menu > Reports > Generate Reports

Resolution: The hypertext link to the Generate Reports page in the Reports book within the main Food Package List Search book was fixed in the Direct Distribution DFDD's Table of Contents.

NIN-421

DFDD

Inventory menu

MS-804

Issue: T description of the User ID column in the Redeemed Food Items data grid on the Direct Distribution View History topic in the Direct Distribution DFDD inaccurately stated the following:

"The inventory location is populated with the name of the inventory location identified by the CreateUserID column of the FoodInstrumentItemRedeemed database table."

Resolution: In the Direct Distribution DFDD, the description of the User ID column in the Redeemed Food Items data grid on the Direct Distribution View History topic was updated as follows:

"The User ID is populated with CreateUserID column of the FoodInstrumentItemRedeemed database table."

NIN-422

DFDD

Food List

MS-805

Issue: On the Food List topic in the DFDD, documentation for the Description column in the Food Items data grid inaccurately stated that the column header and data were right aligned.

Resolution: On the following topics in the following DFDDs, documentation for the Description column in the Food Items data grid was updated to indicate that the column header and data are left aligned:

• Food List (Central Administrative Site)

• Food List (Clinic)

• Food List (State Office)

NIN-423

DFDD

Food List

MS-806

Issue: On the Food List topic in the DFDD, documentation for the Issued column in the Food Items data grid inaccurately stated that the column data was populated from the ItemQuantity column of the FoodDistributionItem database table.

Resolution: On the following topics in the following DFDDs, documentation for the Issued column in the Food Items data grid was updated to indicate that the column data was populated from the ItemQuantity column of the FoodInstrumentItem database table:

• Food List (Central Administrative Site)

• Food List (Clinic)

• Food List (State Office)

NIN-424

DFDD

Food distribution report outputs

MS-807

Issue: In the Direct Distribution DFDD, the Base of Data section on all food distribution report outputs neglected to pluralize "food items" in the following sentence: "All food item distributed to WIC program participants during the specified date range are included."

Resolution: On the following topics in the Direct Distribution DFDD, the Base of Data section was updated to pluralize the term "food items":

• Food Distribution Report - UPC Detail by Agency DD007 (Output)

• Food Distribution Report - UPC Summary by Agency DD008 (Output)

• Food Distribution Report - UPC Detail by Food Center DD005 (Output)

• Food Distribution Report - UPC Summary by Food Center DD006 (Output)

• Food Distribution Report - UPC Detail by State DD009 (Output)

• Food Distribution Report - UPC Summary by State DD010 (Output)

NIN-425

DFDD

Food Distribution Report - UPC Detail by State DD009 (Output)

MS-808

Issue: On the Food Distribution Report - UPC Detail by State DD009 (Output) topic in the Direct Distribution DFDD, the Run Time data element was missing an article in the following sentence: "The value is time at which the report is generated".

Resolution: All report output topics across the entire DFDD containing the Run Time data element were updated as follows:

"The value is the time at which the report is generated."

DFDD

Issue Benefits

Issue: When the values of both the CLN_BenefitsStartOnFirstDayOfMonth and CLN_CreateInitialMonthToMonthBenefit business rules equaled "Y", the system was including the prorated benefit in the issuance frequency count.

Resolution: The code was modified so that the prorated count is no longer included in the issuance frequency count when the values of both the CLN_BenefitsStartOnFirstDayOfMonth and CLN_CreateInitialMonthToMonthBenefit business rules equal "Y".

NIN-438

DFDD

Generate FNS-798 Statement Spreadsheet

MS-716

Issue: On the Generate FNS-798 Statement Spreadsheet topic in the Financial Management DFDD, the DFDD incorrectly stated that the Rebate Supplier Account screen displayed when the OK button was clicked on the Generate FNS-798 Statement Spreadsheet topic.

Resolution: On the Generate FNS-798 Statement Spreadsheet topic in the Financial Management DFDD, the following changes were made:

• The title of the topic and all references to the topic throughout the documentation were changed to "Generate FNS-798 Statement Spreadsheet" (a dash was added between "FNS" and "798").

• The Screen Access section was updated to: "Display the Generate Reports screen > Double-click FNS-798 Statement."

• The OK button was updated to: "The system output is generated and the Generate Reports screen displays when the button is clicked. Some reports can take a bit of time to generate. For these reports, a progress bar displays when the button is clicked.", which is the standard documentation for system outputs generated from the Generate Reports screen in all application modules.

NIN-439

DFDD

List of Dual Reported Participation Cases Report ENR002 (Output)

MS-577

Issue: In the State Office DFDD, documentation for the List of Dual Reported Participation Cases Report ENR002 (Output) incorrectly stated: "If a potential duplicate is redeeming food instruments in more than one agency, the participant information will appear on the report for each agency." The duplicates are reported based on being issued food instruments from multiple agencies instead of being based on redemptions.

Resolution: In the State Office DFDD, the third sentence within the introduction on the List of Dual Reported Participation Cases Report ENR002 (Output) topic was updated to: "If a potential duplicate is issued food instruments in more than one agency, the participant information will appear on the report for each agency."

NIN-452

DFDD

Login

MS-580

Issue: On the Login topic in the Report Generator DFDD, an incorrect reference to the standard error message E0239 existed below the OK button.

Resolution: The incorrect reference to the standard error message E0239 was updated to reference E0329 a result of changes made for NIN-453.

NIN-453

DFDD

Login

MS-17

Issue: On the Login topic in the Financial Management DFDD, an incorrect reference to the standard error message E0239 existed below the OK button.

Resolution: The incorrect reference to the standard error message E0239 was updated to reference E0329.

NIN-459

Scheduled Job Administration

End of Day

MS-637

Issue: When attempting to run the End of Day process using the SPIRIT application, the system returned an error message: "Conversion from type 'DBNull' to type 'Decimal' is not valid."When the process was run manually, the End of Day process created a REPORTS folder on the EOD server, but there were no reports created within the folder.

Resolution: The Excel.SaveAs call was modified to be Excel.SaveAsCopy which will better support Windows Server 2008.