Readme for CBISA™ for Senior Living 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

Outcomes Module Re-designed

The Outcomes module will no longer be labeled as “Legacy Outcomes” and will continue to be a viable module regardless of the active year. However, the information that is no longer needed (Specific Indicator and Term of Indicator) due to the Goals module which has measurable Indicators will be contained on a second sub-menu page entitled “Legacy”. This page will not be accessible or editable beginning in active year 2016.

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.

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

· For a Subject’s description (in Edit Defaults), a single quote or apostrophe (‘) is now an allowed character

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

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 Directory of Partnership report allows you to select one, some or all Partnerships

o Statistics have been added to the Selected Programs report

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

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

· New Multi Elements of Revenue Report (Multi-Unit Menu)

· 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)

Changes to CBISA Online™ 

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

Outcomes Module Re-designed

The Outcomes module contains second sub-menu page entitled “Specific Indicator”. Pertinent information previously displayed on the “General” page now shows on this new page.

New Functionality and Fixes

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

· For a Subject’s description (in Edit Defaults), a single quote or apostrophe (‘) is now an allowed character

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

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: 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 Directory of Partnership report allows you to select one, some or all Partnerships

o Statistics have been added to the Selected Programs report

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

· New Multi Elements of Revenue Report (Multi-Unit Menu)

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

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)