Additional Functionality

Please note:  Some functionality may be slightly different depending on your subscription version of CBISA™.

Activating the Relationship Manager
  • From the control panel browse box of any main module (Needs-CBISA Plus™ only, Goals-CBISA Plus™ only, Partnerships, Programs, Narratives, Outcomes), choose the entry that needs to be linked.
  • Hover over the "More" function control button and select "Manage Relationships".
  • The Relationship Manager "Overview" tab will provide a summary (numerical count) of each type of record linked (or related to) the selected record.  The "Detail" tab allows users to edit relationships and to show specifically which records have and have not been linked.
  • To create a relationship between records, open the "Detail" tab.  Change an unlinked record (left side) to a linked record (right side) by selecting the record and using the arrow at the bottom of the box (or by double clicking on the record).  You may move more than one record at the time by using the "control" key on your keyboard to select multiple entries.  
  • To unlink records, simply move them from the linked box (right side) to the unlinked box (left side).
    Available linking options for Administrators and Coordinators:
      Community Needs Module (CBISA Plus™ only):  Goals (CBISA Plus™ only), Partnerships, Programs, Narratives, Outcomes, Indicators, Occurrences
      Goals Module (CBISA Plus™ only):  Community Needs (CBISA Plus™ only), Partnerships, Programs, Narratives, Outcomes, Indicators
      Partnership Module:  Community Needs (CBISA Plus™ only), Goals (CBISA Plus™ only), Programs, Narratives, Outcomes, Indicators
      Programs Module:  Community Needs (CBISA Plus™ only), Goals (CBISA Plus™ only), Partnerships, Narratives, Outcomes, Indicators
       Occurrences:  Community Needs (CBISA Plus™ only)
      Indicators & Measurements Module:  Community Needs (CBISA Plus™ only), Goals (CBISA Plus™ only), Partnerships, Programs, Outcomes, Narratives
      Narratives Module:  Community Needs (CBISA Plus™ only), Goals (CBISA Plus™ only), Partnerships, Programs, Outcomes, Indicators
      Outcome Module:  Community Needs (CBISA Plus™ only), Goals (CBISA Plus™ only), Partnerships, Programs, Narratives, Indicators
      
    Available linking options for Reporters:
      Pending Programs Module:  Community Needs (CBISA Plus™ only), Goals (CBISA Plus™ only), Partnerships, Narratives, Outcomes, Indicators
       Occurrences:  Community Needs (CBISA Plus™ only)
      Pending Indicators & Measurements Module:  Community Needs (CBISA Plus™ only), Goals (CBISA Plus™ only), Partnerships, Programs, Outcomes, Narratives
      Pending Outcomes:  Community Needs (CBISA Plus™ only), Goals (CBISA Plus™ only), Partnerships, Programs, Indicators
      Pending Narratives:  Community Needs (CBISA Plus™ only), Goals (CBISA Plus™ only), Partnerships, Programs, Indicators
  • Click Save to save your new links.

    Changing the Active Reporting Unit
  • You must have a User Permission Level of Multi-Unit or System to have access to more than one reporting unit
  • In the upper right corner of any main module general screen, open the active reporting unit dropdown
  • Highlight the reporting unit you wish to work with, and that reporting unit automatically becomes your "active reporting unit"

    Accessing Additional Options
  • To access reporting unit defaults and organization defaults, float your mouse over the black triangle next to the "Options" button located in the top right corner of the screen
  • Choose the option you wish to open by clicking on the option name
  • The additional option automatically displays

    Changing the Current Fiscal Year
  • The Active Fiscal Year dropdown is located in the top right hand corner, next to the active reporting unit dropdown
  • You may change the active year while working on any screen in a main module or while on an Occurrence form
  • Choose the fiscal year you wish to view from the available year list.  Note:  if the year is closed, Reporters will not see the year in the dropdown.  
  • The program will now display data for the year chosen.  Note:  when you are moving into the next fiscal year, you will need to update information on the Financial tab of your Reporting Unit Information screen and update average department rates for each department listed in the Department table.

    Accessing Screen Specific Help Screens
  • To access the screen specific "Help", simply click on the "Help" link for the page you are currently viewing
  • The "Help" screen will present as a dialog box.  To close the dialog box, click on the red "X" in the top right hand corner of the box
  • Links to other "Help" screens and additional information may be contained within each "Help" screen.  Click on the link and you will automatically be taken to a new "Help" screen, another URL, or a PDF document.

    Client ID
  • The Client ID assigned to each reporting unit from Lyon Software appears in the upper right hand corner.  The ID is for informational purposes only. 

    Record Created By
  • For all data entry screens the user account name of the individual who created (i.e., initially added) the record appears at the bottom of the page.
  • Each "record created by" user account name is an email link.  Clicking on the user account name will launch the default email application and enter the user's email address (entered as part of the user record) and place it in the "to" field.
  • If a user account has been deleted, then a tilde ( ~ ) symbol will appear after the user account name.

    Attaching Files
  • You may attach up to five outside files to any CBISA™ record except a Needs record (CBISA Plus™ only) and a Program record.  
  • To attach a file, click on the "Attach a file" link at the bottom of the page.  Click "ok" to acknowledge that you have read the notification regarding PHI, click the "Choose a file" button and then browse to your file.  "Save" the record to attach the file to the CBISA™ record.
  • Note:  an attachment file name must be less than 200 characters (including the file extension), may not contain a single ( ' ) or double ( " ) quote, and must be less then 4 mb in size.

    Viewing Logging Information-System Administrators Only
  • For the System Administrator permission level, some logging for edits to data records has been added.  The log will include the date a record was edited and the ID of the user who made the change.  
  • To view edits or changes made to a data record, scroll down to the bottom of the page and click on the resize handle to open the logging activity panel.  Logging may be limited on records added prior to CBISA™ Version 5.0 and is not currently available on any of the default screens.  
  • The log is housed on the data record so if the record has been deleted, there will not be a record of who deleted it and the historical log will be removed.  However, an "after the fact" undo will retrieve the deleted record and its historical log.


    Logging Out of CBISA Online
  • To "Log Out" of CBISA, simply click on the "Log Out" link in the top right hand corner of the screen, next to the "Help" link
  • Note:  If you have the software open but you have not been active for sixty (60) minutes, your session will "time out" and you will automatically be signed out of the software.  You will need to log back into the software to continue working.