Readme for CBISA™ for Senior Living Version 6.0 (11/01/2014)
Changes to CBISA Plus™
New Module: Goals
All versions of CBISA Plus™ have a brand new module to track your Reporting Unit or System's goals by creating indicators and logging quantifiable measurements (baseline, target and actual) for each indicator. When using CBISA™ as a management tool for your initiative, it is important to have a place to specifically enter and track your Goals.
Access the Goals module by clicking on the new main module tab "Goals" located next to the Community Needs tab
Enter in an unlimited number of Goals, which are sorted alphabetically by the title of the Goal and indicate whether or not it is a "System" goal. "System" goal titles are "read only" (non-editable) by any permission level except System Administrator
Each Goal has two pages of information to complete: General (Title, Background, Description, and 3 tracking dates) and Comments (Ongoing Comments/Conclusions and Notes for the Future)
Every Goal may have an unlimited number of Indicators attached. Each Indicator will track the progress towards attaining the Goal.
Goals may be linked to other data records (Needs, Partnerships, Programs and Narratives) through the Relationship Manager.
The Indicator is available for selection in a dropdown list on the Indicator record AFTER it has been imported or added to the Indicator Group in Edit Defaults.
Additional fields to complete on the Indicator record include: Additional information (free form text box); Term (Short Term, Intermediate Term, Long Term); and, Desired Direction (Increase, Decrease, Remain Constant)
Each Indicator may have an unlimited number of measurements. Measurements may be Baseline, Target, Actual, or Anecdotal and are sorted on the grid in ascending date order.
For additional information about the Goals module, please refer to the page specific Help screens within CBISA Plus™.
Renamed Module: Legacy Outcomes
The new Goals module will replace the Outcomes module, which only allowed for textual context regarding indicators and results. Therefore, Outcomes will be renamed to Legacy Outcomes and will be unavailable for adding new records beginning in active year 2015. You will be able to edit or delete Legacy Outcome records regardless of the active year. As always, data records in any module, including Legacy Outcomes, will be read only when viewing a closed year. If you have not used Legacy Outcomes, it is recommended that you "hide" the module through the CBISA Customizations tab in Edit Defaults. Prior to hiding the module (by unchecking the box "Legacy Outcomes"), make sure that you have imported any Pending Legacy Outcome records. If you have not, you will receive a warning prior to saving. Also, after "hiding" the module, Legacy Outcomes will no longer appear as linked records on any comprehensive report.
Reordered Main Module Tabs
The order of the main modules is: Community Needs; Goals; Partnerships; Programs; Financial Services; Narratives; Legacy Outcomes; and Reports & Listings. For any new Reporting Units added to existing or new URLs, the Legacy Outcome module will be hidden (the tab will not show as a main module tab, but may be turned on through CBISA Customization, if desired).
New Functionality and Features
For Reporters, there is a new Advanced option: "Narrative Entry only". If this box is checked, the Reporter will only have access to the Narrative module, the Narrative report, and their own user account (for updating their password, associating an email address with their account, etc.) All Narrative entries entered by a Reporter with this restriction will be "pending" and need to be imported by a Coordinator/Administrator.
You may now multi select records in the browse box for deletion. To multi select, use your control key and mouse (to individually select) or shift key and mouse (to block select), and then click the function control button Delete. If the Delete button is not activated, then one or more selected records are not available for deletion (i.e., a Program record with Occurrences is not available for deletion).
For System Administrators only: In Org Defaults, the Region grid may now be sorted by Region Name or Contact. To sort, simply click on the column heading.
User Defined Codes: In Edit Defaults, the User Defined Codes grid may now be sorted by the Code or the Description. To sort, simply click on the column heading. Please note: On the Program/Objectives page and the Occurrence form, only the UDC Description displays and it is alpha sorted. On the reports that capture User Defined Codes (Menu I: Selected User Defined Codes - Programs and Selected User Defined Codes - Occurrences) you will see the Code and the Description, but the list is alpha sorted by the Description.
When you copy a data record (within the same Reporting Unit or in a different Reporting Unit), the copied (or cloned) record will have the word COPY automatically attached to the end of the title.
Enhanced Functionality and Fixes
Keyboard shortcuts: For all data records (except the Measurement entry on the Indicator record), using the keyboard "insert" key will activate a new data entry page (just like using the function control button Add). The ESC (escape) key will work the same as the function control button Undo.
Change Fringe Percent: The Change Fringe Percent financial tool has been moved from the Options selection to the Reporting Unit Financial page. Below the Average Fringe Percent data field (used on all Occurrences entered AFTER the percent is entered) you will see "Apply fringe percent for a specific date range" with a Fringe % button. Click on the button and you will get a field for the fringe percent and the starting and ending date range to apply the fringe percent. All Occurrences that fall within the selected date range (which must be part of the year you are currently working in) will be globally updated when you choose to change the percent.
Group Salary rates: When you select a new year from the active year dropdown, all of the default rates are automatically set to zero including Department Rate, Fringe Percent, Unit Wide Average Hourly Pay Rate, Average Group Pay Rate 1-4, In Unit, In Community, and Special percentages for indirect calculations. Prior to this version, if group salary rates had been defined in Custom Terms but the rate was set to zero, the defined group rates would not show on the Occurrence form. Now, if the group rates are defined in Custom Terms, the fields will show on the Occurrence form even if the dollar amount is set to zero.
Custom Terms: The customized term will show throughout the software as opposed to the short substitution (or truncated term).
Reports & Listings
New menu: A new menu has been added for Goals reports. A brief description of each report on the new menu is as follows:
1. Directory of Goals - Summary: Report includes all goals and lists Goal Title, System Goal checkbox, Date Recorded and Date Achieved.
2. Directory of Goals - Detail: Report includes all goals that meet the selection criteria of Date Range, System Goals Only, and Exclude Achieved Goals. The date range defaults to an empty start date and the end date of the active year and looks to the "Recorded" date to see if it should be included in the report. This report contains all of the fields on the General and Comments page, and a list of the Indicators attached to the Goal.
3. Goals - Comprehensive (all Linkages): Report includes all selected goals that meet the criteria of Date Range, System Goals Only, and Exclude Achieved Goals. Goal selections include; one or more Goals, All Goals, Only Goals with Indicators, and Only Goals without Indicators. The date range defaults to an empty start date and the end date of the active year and looks to the "Recorded" date to see if it should be included in the report. The following linked records will be contained in the report: All linked Needs, all linked Partnerships, all linked Programs (with totaled statistics for Persons Served and Net Benefit for Occurrences that fall within the date range), only linked Narratives that fall within the date range. The report contains all of the fields on the General and Comments page, and a list of the Indicators attached to the Goal along with summary information about each linked record.
4. Goals - Linked Needs: Report includes all selected goals (one, some, or all) that have been linked to a Need. The report contains all of the fields on the General and Comments page, and a list of the Indicators attached to the Goal along with summary information about each linked Need record.
5. Indicator Detail Report: Report includes all of the selected Indicator records for one Goal. The date range defaults to an empty start date and the end date of the active year and looks to the date on the Indicator Measurement record to see if it should be included in the report. If there are no Measurements within the requested date range, then just the Indicator will be listed. The report contains the Goal Title, System Goal checkbox, Indicator detail, and all Measurements that are part of the requested date range.
6. Indicator Measurements: Report includes only Indicators for selected Goals that have measurements that fall within the requested date range. The report contains the Goal Title, Indicator and associated Measurement entries.
New Multi reports: Two new reports have been added to the Multi report menu (available only for System Administrators or multi users): Multi Selected Measurable Goals and Multi Needs - HP2020 Topics.
Enhancements have been made so that single and multi reports export to Excel with fewer formatting issues.
Totals (persons served and net community benefit) have been added to the Needs - Linked Programs with Occurrences report on the Needs Report menu.
Changes to CBISA Online™
New Functionality and Features
For Reporters, there is a new Advanced option: "Narrative Entry only". If this box is checked, the Reporter will only have access to the Narrative module, the Narrative report, and their own user account (for updating their password, associating an email address with their account, etc.) All Narrative entries entered by a Reporter with this restriction will be "pending" and need to be imported by a Coordinator/Administrator.
You may now multi select records in the browse box for deletion. To multi select, use your control key and mouse (to individually select) or shift key and mouse (to block select), and then click the function control button Delete. If the Delete button is not activated, then one or more selected records are not available for deletion (i.e., a Program record with Occurrences is not available for deletion).
For System Administrators only: In Org Defaults, the Region grid may now be sorted by Region Name or Contact. To sort, simply click on the column heading.
User Defined Codes: In Edit Defaults, the User Defined Codes grid may now be sorted by the Code or the Description. To sort, simply click on the column heading. Please note: On the Program/Objectives page and the Occurrence form, only the UDC Description displays and it is alpha sorted. On the reports that capture User Defined Codes (Menu I: Selected User Defined Codes - Programs and Selected User Defined Codes - Occurrences) you will see the Code and the Description, but the list is alpha sorted by the Description.
When you copy a data record (within the same Reporting Unit or in a different Reporting Unit), the copied (or cloned) record will have the word COPY automatically attached to the end of the title.
Enhanced Functionality and Fixes
Keyboard shortcuts: For all data records (except the Measurement entry on the Indicator record), using the keyboard "insert" key will activate a new data entry page (just like using the function control button Add). The ESC (escape) key will work the same as the function control button Undo.
Change Fringe Percent: The Change Fringe Percent financial tool has been moved from the Options selection to the Reporting Unit Financial page. Below the Average Fringe Percent data field (used on all Occurrences entered AFTER the percent is entered) you will see "Apply fringe percent for a specific date range" with a Fringe % button. Click on the button and you will get a field for the fringe percent and the starting and ending date range to apply the fringe percent. All Occurrences that fall within the selected date range (which must be part of the year you are currently working in) will be globally updated when you choose to change the percent.
Group Salary rates: When you select a new year from the active year dropdown, all of the default rates are automatically set to zero including Department Rate, Fringe Percent, Unit Wide Average Hourly Pay Rate, Average Group Pay Rate 1-4, In Unit, In Community, and Special percentages for indirect calculations. Prior to this version, if group salary rates had been defined in Custom Terms but the rate was set to zero, the defined group rates would not show on the Occurrence form. Now, if the group rates are defined in Custom Terms, the fields will show on the Occurrence form even if the dollar amount is set to zero.
Custom Terms: The customized term will show throughout the software as opposed to the short substitution (or truncated term).
Reports & Listings
Enhancements have been made so that single and multi reports export to Excel with fewer formatting issues.
See Also (Previous Readme and Publication Date)
Readme5.3(02/23/2014)
Readme5.1 (11/09/2013)
Readme5.0 (9/15/2013)
Readme3.3.99.htm (10/27/12)
Readme3.3.86 (7/28/12)
Readme3.3.83 (7/5/12)
Readme3.3.80 (6/2/12)
Readme3.3.67 (12/3/11)
Readme3.3.61 (10/15/11)
Readme3.3.57 (9/24/11)
Readme3.3.53 (6/15/11)
Readme3.3.45 (5/11/11)