Readme for CBISA™ for Education Version 7.0 (08/22/2015)

Changes to CBISA Plus™ 

Changes to One Reporting Unit Organizations

Several changes have been made for Organizations with only one Reporting Unit.

· Edit and Org Defaults are accessed through a single link and appear on the same screen

· Regions/Entities/Groups are not available at the Org Default Level

· Multi-User accounts cannot be created

· Multi-Unit Reports & Listing menu is not available

DEFAULTS (OPTIONS)

Departments

Department number and rate have been removed.

Person/Author

Person/Author was previously captioned ‘Keyword/Person’.

Customizations

Two new checkboxes have been added to allow for more granular customization of the software. Unchecking the ‘Community Needs’ checkbox hides the Community Needs Main Module. Unchecking the ‘Goals’ checkbox hides the Goals Main Module. Checking each will re-surface the corresponding main module.

Reporting Unit Financial Tab

This tab has been simplified. Session dates, fringe percent, unit wide rate, indirect cost percentages and other unused fields have been removed.

MAIN MODULE

Partnerships

General: Additional contact information has been added.

Programs

General: NA (None Apply) is now a valid reporting category choice. It is the default category when adding new programs. ‘Targeted For’ field has been removed.

Objectives: The page has been simplified and text boxes have been relabeled.

Target Audience: Gender has been removed.

Occurrences

The form has been simplified. Fringe percent and indirect expenses have been removed. A new ‘Cash Donated’ field has been added.

Narratives

General: Optional Hours field has been removed.

Classification Methods: Formerly captioned ‘Subjects’. This list is now the same as Program/Classification Methods list. Any subjects which were previously in use have been appended to the Classification Methods list.

Outcomes Module Re-designed

Some information previously show on the General page is now shown on a new page captioned “Legacy”. This is information that is no longer needed (Specific Indicator and Term of Indicator) due to the Goals module which has measurable Indicators.

The Outcomes and Indicator records can be linked through the Relationship Manager. Outcomes can also be filtered based on their relationship to Programs, Goals, and Indicators.

Reports & Listings

All of the reporting menus have been re-organized to make it easier to find a specific report based on its desired content. The new menu headings are: Needs, Goals, Partnerships, Programs, Summaries, Statistics, IRS 990 Schedule H, Narratives & Outcomes, Custom, Other, and Multi-Unit. For a resource document to map old vs. new report location, click here or visit the Support Center (available through the link on your CBISA login page). Additional report changes/enhancements include:

· Partnership Reports have been enhanced to include more complete information.

o New Comprehensive Partnership report

o New Partnership – Selected Type report

o Directory of Partnership report allows you to select one, some or all Partnerships. The partnership type field has been added to this report.

o Statistics have been added to the Selected Programs report

o Full Partnership information has been added to the Selected Areas of Interest report

o Occurrences – Selected Partnerships report has been enhanced to include the occurrence department

· Two new Goals reports: Progress Compared to Target and Progress Compared to Baseline

· Occurrences-Selected Programs/Categories has a new column for “Date Created” (Statistics Menu)

· “All Outcomes Including Linkages” report will include linked Indicators (Narratives & Outcomes Menu)

· New reports available on the Multi-Unit menu: Multi Programs Detail, Multi Selected Categories, Multi Selected Counties, Multi Selected Classification Methods, Multi Selected User-Defined Codes – Programs, Multi Selected User-Defined Codes – Occurrences, Multi Benefit Summary, Multi Programs – Alternate Version, Multi Narrative Selected Classification Methods

New Functionality and Fixes

· Copy function has been added for Needs records

· For pending records, the highlight bar now indicates (via red or green) whether or not the record has been published rather than the font

· The ability to add the same attachment in succession to Occurrences for the same Program has been fixed

See Also (Previous Readme and Publication Date)
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)
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)