SPIRIT WIC Templates

For client installations, the SPIRIT WIC application uses the {drive letter}:\Users\Public\CSC\WIC\ folder for client installations.

Users can place state-specific, customized templates in the Templates\ folder.

Note

NOTE: SPIRIT uses two template formats:

  • Microsoft Word documents (.docx) are used for most tasks, such as mail merge.

  • Plain text files (.txt) are used for server functions when word processing programs are not available, such as End of Day Command Line Batch Processing.

Problem (Documented in SPI-711):

State Office staff customized templates for their state. When a new SPIRIT version was delivered and installed, the templates in the Templates\ folder would be replaced by the new software build. As a result, changes made to templates by State Office staff were overwritten and/or lost.

Solution (Delivered in Release 1.38)

For client installations, a new TemplatesBase\ folder was created. When a new release is installed, templates are delivered to the new TemplatesBase\ folder.

Post-Delivery Instructions

Whenever a new release is delivered and installed, State Office staff must manually move any new templates delivered with the new software build from the new TemplatesBase\ folder to the working Templates\ folder.

For client installations, newly-delivered templates must be copied from the installation folder to the working folder.

For Client installations, complete the following steps:

1.        Install the new version of the SPIRIT WIC software.

2.        Open Windows Explorer.

3.        Navigate to the {drive letter}:\Users\Public\CSC\WIC\TemplatesBase\ folder.

4.        Copy the new template file(s) (select the file(s) and Ctrl+C).

5.        Navigate to the {drive letter}:\Users\Public\CSC\WIC\Templates\ folder.

6.        Paste the copied file(s) into the folder (Ctrl+V).

Customizing Templates

If State Office staff need to customize a template in the SPIRIT WIC application, additional steps are required. These steps are documented below.

To customize a template for your state, complete the following steps:

1.        Open the template requiring modification for your state.

2.        Update the template as necessary.

3.        Save the template.

4.        Send the updated template file to a member of your state's IT staff.

To delete a field from a template for your state, complete the following steps:

1.        Open the template requiring modification for your state.

2.        Select the field to delete. (If the field is preceded by a header, you can select the header as well.)

3.        Delete the content.

4.        Save the template.

5.        Send the updated template file to a member of your state's IT staff.

Templates can be modified outside of the SPIRIT WIC system. The fields and headings can be ordered and formatted per each state's preference; however, once a Mail Merge field is removed from the template and the template is saved, the deleted Mail Merge field cannot be added back to the template at a later time.

Note

NOTE: The format of the generated account balance and shopping list reports can be customized in the Reference Utility application module. For more information, see the Modify EBT Shopping List Reports screen.

Distributing Templates

To distribute the template updates to all workstations across the state, additional steps are required by IT staff. These steps are documented below.

To distribute the customized template to all workstations across the state, IT staff complete the following steps:

1.        Copy and paste the updated template into the {drive letter}:\Program Files\Covansys Inc. - BPDS\WIC\ClientUpdate\Update\ folder on the server.

2.        Open the UpdateManifest.xml file located in the {drive letter}:\Program Files\Covansys Inc. - BPDS\WIC\ClientUpdate\Update\ folder on the server.

3.        Update the following information in the UpdateManifest.xml file:

As an example, the UpdateManifest.xml for the CertNotice.doc template file contains the following information:

<ApplicationFile>

<Size>12288</Size>

<LocalFileName>Templates\CertNotice.doc</LocalFileName>

<ServerFileName>CertNotice.doc</ServerFileName>

<LastUpdatedOn>2009-10-07T10:31:32.0000000-05:00</LastUpdatedOn>

</ApplicationFile>

4.        Once these changes are made to the UpdateManifest.xml, the template will be overwritten on all client workstations across the state automatically.

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