Readme for CBISA Online™ Version 3.3.30
  • New Password Restrictions and Validation
  • Change "Activity" to "Program"
  • Move an Occurrence from One Reporting Unit to Another 
  • Email from the Users Control Panel
  • CBISA™ Customizations:  Turn On/Turn Off Features
  • Custom Report Generator
  • Changes to Reports & Listings
  • New Reports & Listing Module for Reporters

    New Password Restrictions and Validation
    Passwords must still be between 6 and 15 characters in length; however, new passwords must now contain at least one letter and one number and MAY NOT contain "password".  

    Change "Activity" to "Program"
    To better align with the common vernacular of community benefit tracking and reporting, the term "Activity" is being changed in the software to "Program".  

    Move an Occurrence from One Reporting Unit to Another
    If your organization has more than one Reporting Unit, any user with access to multiple reporting units (System Administrators, Multi Coordinators, and Multi Finance) may now move an occurrence from one Reporting Unit to another.  To move an occurrence, highlight the occurrence in the browse box, then expand the "More" function button.  Choose "Move Occurrence", then select the appropriate Reporting Unit and Program from the available dropdown lists.  

    When you move an occurrence to another Reporting Unit, you must first choose the appropriate Reporting Unit from the dropdown list, and then the Program.  You can only move occurrences to "Open" Reporting Units.  "Locked" or "Closed" Reporting Units are not eligible and will not appear in the destination dropdown list. The Program dropdown list will contain only active records.  Pending and Inactive program records will not be available in the dropdown list.  

    For the "moved" occurrence, the following fields will transfer "as is" to the destination reporting unit:
    Date
    Description
    Input Hours*
    Persons Served
    Outputs**
    Dollars Reported
    Average Department Hours (but not average hourly rates, see below)
    Average Group Rate Hours (but not average hourly group rates, see below)
    Purchased Services
    Supplies
    Other Direct Expenses
    Indirect Cost Method of Calculation
    Offsetting Revenue Fees
    Offsetting Revenue Other
    Memo Fields (descriptions and dollar amounts)
    Notes

    *Input Hours:  The hours that have been entered into the delivered fields of Staff Hours and Volunteer Hours (line 3) will populate the same fields on line 3 of the destination occurrence even if the fields have been renamed in Custom Terms.  If a third input hour has been defined in the source reporting unit and a number has been entered in this field BUT a corresponding third input does NOT exist in the destination reporting unit, then the third input will not show on the occurrence form unless/until a third input is defined in Custom Terms.

    **Outputs:  Any number entered into the Persons Served field will populate the corresponding field in the destination reporting unit.   If additional outputs have been defined in the source reporting unit and numbers have been entered in these fields BUT corresponding outputs do NOT exist in the destination reporting unit, then the additional outputs will not show on the occurrence form unless/until the outputs have been defined in Custom Terms.

    For the "moved" occurrence, the following fields will transfer with special handling to the destination reporting unit:
    Fringe Percent:  The fringe percent calculation will use the fringe percent from the destination reporting unit financial default page.
    Department:  The department will be reset to "none apply".  To apply an average hourly salary rate you must select a department from the available dropdown list.
    Department Average Hourly Rate Calculation:  The average hourly rate will use the reporting unit wide average hourly salary rate from the destination reporting unit financial default page until a department is selected.  
    Group Rate Average Hourly Rate Calculation:  If the Group Rate names are the same in the source and destination reporting units, then the salary calculation will use the number of hours entered in the "hours" field multiplied by the dollar amount associated with the corresponding group average salary rate from the destination reporting unit financial default page.  If the Group Rate names DO NOT MATCH in the source and destination reporting units, then only the "hours" field will be transferred to the destination occurrence form.  If the destination reporting unit does not have defined group rates then Average Hourly Pay Rate fields 1 - 4 will be added.  
    Indirect Expense Calculation:  If the method of calculation is "select one" or "none", then no indirect expenses will be added to the occurrence form.  If the method of calculation is "direct entry", then the dollar amount on the source form will be transferred to the destination form.  If the method of calculation uses a factor, then the appropriate factor from the destination reporting unit financial default page will be used to calculate the proper indirect expense amount.
    User Defined Codes:  UDCs do not populate on the destination occurrence form regardless if the codes match between source and destination reporting units.
      
    Email from the Users Control Panel
    Administrators and Coordinators may now email any CBISA™ users while logged in to CBISA Online™.  Simply open the user control panel (Options/Org Defaults/Users), highlight the user or users you wish to email, and click on the "Send Email" button at the top of the page.  To select more than one user, hold down your control key or shift key (for a group of users) on the keyboard and highlight each user, or group of users.  The email address entered on the user account will show in the "To" field when your email service opens. 

    CBISA™ Customizations:  Turn On/Turn Off Features
    A new reporting unit customization feature has been added to the Edit Defaults control panel.  You may now "turn off" or "hide" certain screens within CBISA™ data entry modules or Edit Default tabs.  "Selecting" (checking the box) a customizable feature turns the feature "on", allowing the page to be accessed and edited.  "De-Selecting" (unchecking the box) a customizable feature turns the feature (and its associated edit default tab or tabs and reports) "off", hiding the page(s), removing the Edit Default tabs, and making the associated reports unavailable. By default, all features and Edit Default tabs are "selected".

    Custom Report Generator
    A new reporting option has been added to the Reports & Listing module.  Choosing from three customizable criterion and a field selector list, you can now create your own Custom Reports.  Selecting from the criterion lists limits, or filters, the data contained on the report; therefore a selection criteria of "None", provides that "all" data will be included.  Criterion one allows you to select from a list of the major "delivered" categories, A - G and N (for non-community benefit programs). Criteria two and three allow you to customize your report by including data from various Program screens, i.e., ages, gender, formats, objectives, etc.  The Field Selector option shows which fields, besides the Program Title (which is always included on the report) may be included and viewed on the custom report.    

    Changes to Reports & Listings
    Default Date Range:  If the default date range is changed for Reports & Listings, the range will remain in effect until it is changed again, or the user has logged out of CBISA Online™.

    Menu I #2, Program Detail Full:  The email address for the department contact has been added to the report.

    Multi Unit #33, IRS Form 990 Schedule H - Bad Debt:  A summary page has been added to the report showing the totals of all bad debt estimates for each reporting unit included in the grouping option.

    Control Listings #1 Occurrences - Selected Programs and #7 Pending Occurrences:  The "Notes" section on the Occurrence form has been added to the Landscape version of these two reports.

    New Reports & Listings Module for Reporters
    All Reporters will now have a fourth main module tab called Reports & Listings.  The module will contain one menu with three reports:  Occurrences - Selected Programs (the landscape view includes "Notes"); Master List (Leadership Journal Stories and Narratives); and Outcomes (Program based or Community based).  Each report will contain only records added by the reporter logged into CBISA™ and previewing the report.





    See Also
    Readme3.3.16
    Readme3.3.10
    Readme3.3.0.htm
    Readme3.1.22
    Readme3.1.15
    Readme3.1.12
    Readme3.1.6
    Readme 3.1.2
    Readme 3.0