Readme for CBISA™ for Higher Education Version 7.1 (04/09/2016) 

Changes to CBISA Plus™ 
  • Indicators elevated to Main Module status
    You may now directly link quantifiable indicators to any of the following data records through the Relationship Manager:  Needs, Goals, Partnerships, Programs, Outcomes, and Narratives.  Any existing Indicator records that were previously added to a Goal record are now linked through the Relationship Manager.  Reports for Indicators and Measurements have been moved from the Goals sub-menu to a newly created Reports and Listings sub-menu titled "Indicators".  A new comprehensive report has been added to show information about the Indicator and all linkages.  In addition, all "Comprehensive" or "All Linkages" reports have been enhanced to include Indicator linkages.
  • Occurrences may now be linked to Needs records
    For more detailed reporting regarding Persons Served and Dollars Spent, you may now link an Occurrence to a Need through the Relationship Manager.  While the Occurrence record is highlighted in the Browse Box, open the "More" function control button and select "Manage Relationships".  A new Needs-Linked Occurrences report has been added to the Needs report sub-menu.
  • Occurrence description overlap issues resolved for Statistics reports
    In some instances, Occurrence descriptions were overlapping other column text on report previews.  The issue has been corrected.
  • Programs-Comprehensive (All Linkages) report added
    On the Programs sub-menu in Reports and Listings, a new report has been added.  The Programs-Comprehensive (All Linkages) report contains the following information for the Program record: Title, Category, Description, IRS Reportable, Targeted For population, Sponsoring Department name, total Persons Served and total Net Benefit (for the date range specified).  The report also contains basic information for all of the data records (Needs, Goals, Partnerships, Indicators, Outcomes, and Narratives) that have been linked to the Program through the Relationship Manager.




    See Also (Previous Readme and Publication Date)

    Readme7.0 (08/22/2015)
    Readme6.0.39(03/28/2015)
    Readme6.0(11/01/2014)
    Readme5.3(02/23/2014)
    Readme5.1 (11/09/2013)
    Readme5.0 (9/15/2013)