MealService
Revision History
ListMaker Revision History
MenuMaker Revision
History
ReferralsKeeper History
BillMaker History
MealService
Revision History (Back
to top of page)
Key:
New Feature Existing
feature that has been upgraded
Important change to be noted
Bug
fix
3/14/2008, Build 3.7.1.7613
Corrected
an issue that allowed a read-only user to access the add/remove
functionality on the list membership dialogue.
Added an
error check so that an empty System Query record can
no longer be created.
3/13/2008, Build 3.7.1.7612
The Funding
Sources tab now displays the client-specific reimbursement
rates resulting from any client-specific rates that are in addition
to, or override, the default rates for the specific funding source.
Made
all screens Vista-compatible. MealService has
always executed correctly under Vista, but there were some minor
cosmetic issues. Also with this release, modified the installation
routine so that the data directory is no longer created within
the MealService application directory but instead
is created in the user's Application Data folder.
Added
a context menu to the Funding Sources tab. It's now possible
to automatically check or uncheck weekdays, weekends, or all days.
The
View Recent Deliveries window can now launch a window
displaying the delivered items, including quantity, credits, and
extended credits.
Added
the ability to create a note on the Nutritional Counseling
dialogue.
When
using the Send to Mapping functionality on the Prepared
Deliveries screen, the cursor no longer moves from the currently
selected record.
2/19/2008, Build 3.7.1.7589
The
Alerts browse screen and the Delivery Preparation
screens are no longer modal.
Fixed a
bug in MapPoint routing where the Starting Location was
not being included when MealService was directly controlling MaPoint.
The Streets & Trips export was functioning as expected, and
was including the starting location.
2/10/2008, Build 3.7.1.7559
Extended
the Funding Source functionality by adding the ability
to assign day-specific funding sources.
Added
the ability to retrieve GIS-encoded delivery data from ArcLogistics™
Route. This is so that any geo-coding performed in ArcLogistics™
Route can be saved in MealService. This also
permits Daily Run route sheets and any item count reports
to accurately reflect the routes assigned by ArcLogistics™
Route.
Added
latitude, longitude, and cross street fields to the Streets &
Trips export file. This enables the export to be used with ArcLogistics™
Route and other GIS tools that can take advantage of those additional
fields.
Fixed a
bug in the ADL/IADL functionality where the drop-down boxes were
not displaying the 'look-up' value but rather the stored value.
Due to
the addition of the day-specific funding fields, the Table Updater
must be run prior to launching this version of MealService
11/5/2007, Build 3.6.0.7459
Added
two client disease summary reports to the Agency Reports
dialogue. The new report template files required are ClientDiseasesAlpha.rtm
and ClientDiseasesRanked.rtm.
Added
a client user-defined report that prints a custom report for the
currently selected client. That report template file must be named
ClientUserDefinedReport01.rtm.
Added
Funding Source to the fields available to be included
on the Daily Run sheets.
9/10/2007, Build 3.6.0.7458
On
the mail-merge client invoice dialogue, items will be included
for invoicing if either a default amount has been entered per
item OR a pledge has been made for an item. Prior to this change,
the default amount for an item had to be greater than zero, even
if only pledges were being made. Now a client can pledge towards
an item that would normally not be billed for.
The
mail-merge client invoice dialogue now remembers its settings
from use to use.
The
All Services Intelligent Browse now makes the Household
Stats Intelligent Browse available for launching.
9/3/2007, Build 3.6.0.7456
The
Delivery Type is no longer changed to 'C' (for Consolidated)
when the Consolidate Deliveries option is turned on.
Rather, the Delivery Type is stored as a lower-case letter.
So, a Scheduled delivery that had been consolidated into
an ongoing delivery now appears as 'sD'.
8/29/2007, Build 3.6.0.7455
The
pushpin icon in the single Client MapPoint map is now much larger.
When retrieving
previously saved deliveries, the grid now properly populates the
Delivery Type and Household columns.
8/27/2007, Build 3.6.0.7454
This
version introduces the ability to send the currently selected
client's address to MapPoint for mapping.
The
Meals Intelligent Browse now allows duplicated clients.
This is so that accurate counts can be obtained by Service
and/or Funding Source, when a client has been on more
than Service and/or Funding Source.
The
screen image for the error message that is emailed now attempts
to create its temporary file in the application directory if the
data directory does not exist.
Corrected
'Reimbursement Rates' typo on the Funding/Billing tab.
8/11/2007, Build 3.6.0.7450
The Case
Management and Referral Reports are functional starting
with this release.
8/4/2007, Build 3.6.0.7449
When
inactivating a client, all uncredited Scheduled and/or
Episodic deliveries are deleted.
When
stopping a client, the user is asked whether any future, uncredited
Episodic or Scheduled deliveries (as appropriate
to the client's delivery type) should be deleted.
On
the Episodic Deliveries screen, the Delete Delivery
button remains enabled after a client has been stopped or inactivated.
Added
the Stop Reason to the data displayed in the Update
Stopped Status and Inactivate Stopped Clients utilities.
MealService
shuts down more gracefully when the data directory does not exist.
When creating
a Suspension that covers a period for which a Scheduled
Delivery exists, the alert that the Scheduled Delivery
may need to be deleted is no longer displayed if the Create
Suspension dialogue was closed by clicking Cancel.
7/23/2007, Build 3.6.0.7445
Living
Situation, Income per Month, and Income Category
have been added to the All Clients Intelligent Browse.
The
All Clients Intelligent Browse no properly populates
the Marital Status column.
6/25/2007, Build 3.6.0.7444
Added
columns to the All Services Intelligent Browse so that
the clients can be filtered on whether they had received a meal
delivery or nutritional counseling, or both.
Added
the ability to filter on only the primary disease in all Intelligent
Browses.
Added
the storage of Route and Stop when using the
deliveries Save As feature. This only functions if the
ListMaker has been licensed. If using the demo
version of the ListMaker, this always defaults
to blank data.
5/31/2007, Build 3.6.0.7429
It is
now possible, from the Client's edit menu, to add the current
client to a List. This functionality is only enabled
if the ListMaker has been licensed.
The
Order Stops by Route utility now migrates any changes to episodic
and scheduled deliveries.
Added
the ability to export the Household Stats Intelligent Browse
to Excel and delimited text.
Added
the Household Name to the Household Stats
Intelligent Browse.
Added
a NoJoinOptimize clause to the delivery labels query
to speed data preparation.
Fixed a
bug in the Household Stats Intelligent Browse where checkboxes
were not appropriately displaying a checkmark.
Fixed a
bug in the Household Stats Intelligent Browse so that
results will be displayed even when the Clients Intelligent
Browse has not been filtered on a disease.
Auto-populating
drop-down lists now only save their entries if there actually
are any entries. This prevents a list of entries from being overwritten
with a blank list.
Changed
the directory in which the error screen shot is created. This
was to avoid generating an error when the user did not have write
permissions on the application directory.
Fixed a
bug in the delivery labels routine when a single label per client
is requested so that only label per client is generated rather
than one label per item.
4/15/2007, Build 3.6.0.7392
This
version adds the ability to generate a map indicating the location
of all clients. Such maps can be used as an agency planning tool,
for an overview of the location of all clients. Mapping can be
performed by selected service and by selected client status.
There
is now a utility for changing, on a batch basis, the route assigned
to all future scheduled and episodic deliveries.
When
changing a client's Default Route, if there
are any Scheduled or Episodic deliveries that
occur in the future, the user will be reminded to see if the route
on any deliveries need to be updated.
The
Prepare Deliveries screen has been updated so that the
calendar picker can not be changed while the deliveries are being
saved.
When
re-preparing a previously saved day's deliveries, any missed,
excused or comped data is now brought forward to the replacement
deliveries.
When
creating a suspension, if a scheduled delivery falls within the
period of the new suspension the user is warned that one or more
scheduled deliveries may need to be edited or deleted.
The
Verify Delivery Conditions utility now recognizes that
a scheduled delivery overrides a suspension and will properly
give a 'thumbs-up' when a scheduled delivery falls on a date that
is covered by a suspension.
Changes
to a client's Default Route are now logged to history.
The
Print Delivery Reports dialogue's date format has been
changed so that the date appears first followed by the day. This
is to facilitate keyboard editing of the date.
The
Print Delivery Reports dialogue now allows selecting
a non-contiguous range of dates. At this time, however, the delivery
report will be printed as separate dates: for example, if 2/1
and 2/3 are chosen, then the 2/1 routes will print followed by
the 2/3 routes.
The
score fields in the NSI table now accept decimal numbers.
The
Execute Query utility now handles Insert statements.
In the Add Client dialogue, the Add New Name button is not enabled
until a search is made to ensure that the name does not exist
in the database.
It is now
possible to close the Batch Add Walk-In Visits dialogue
if the 'Error loading Midas.dll file' message had been earlier
generated.
An erroneous
message to contact technical support when deleting a client has
been resolved.
This version
ensures that ADL/IADL entries are deleted when a client's record
is deleted.
The Case
Management dialogue properly displays the Event Type and Contact
Methods properly (they sometimes displayed as blanks).
11/12/2006, Build 3.6.0.7245
This
version introduces a Case Management tab, with significant
functionality. Case Manager visits can be tracked, as well as
NSI and ADL/IADL questionnaires entered and scored automatically.
The NSI, ADL and IADL questions can be selected as needed, the
on-screen labels can be changed as needed, and the stored values
for each answer can be modified to suit. The query that calculates
the score is replaceable, as well. This gives complete flexibility
with regard to the questions asked and how the score(s) are calculated.
There
is an option to automatically trigger a follow-up reminder when
saving an NSI/ADL form. The follow-up can be triggered based on
one of the scores being either over or under an assigned value.
The
screen image that accompanies any transmitted error messages is
now encrypted while in transit.
The
System Queries maintenance dialogue has been moved to
the Edit menu (e.g., Edit > Tables > System Queries).
The
MealService data directory is now displayed in
the main Client window's status bar.
There
is now the ability to view and edit the selected client's delivery
and address information in the Order Stops by Route utility.
Funding
codes on deliveries are now editable on the View Recent Deliveries
screen.
The
ability to set the Users' individual tab visibility has been added
to the User Maintenance utility.
The
First Service Date can now be populated when a nutritional
counseling session is created for a client or, optionally, a 'First
Counseling Date' can be populated instead.
There
is an option to delete a delivery directly from a client's View
Deliveries screen.
The
Intelligent Browse for Meals now offers the ability to
display a secondary browse containing delivery statistics for
those in the browse as well as all of their household members.
The
Events table is no longer used to store a copy of every
delivery event. This should speed the daily process, as well as
dramatically reduce the size of the Events table.
8/18/2006, Build 3.5.9.6992
There
are now user-defined auto-executing queries triggered when an
Application is saved, or a change is made to either the
application conditions or application documents on the Client
Services tab. One use for these new queries might be to tally
the number of qualifying responses, for example.
There
is now a user-defined Integer field available on the Client
Services tab. The new field can be used to store numeric
data, such as the position on a waiting list, or the score of
an Outcomes survey.
The
Default Route drop-down list is now enabled for Wait-Listed
clients. This is so that a wait-listed client can be assigned
to a route.
The
Meets Conditions and Document Completed checkboxes
on the Client Services tab now allow three states: checked,
unchecked, and unknown.
The
Client Services tab now remembers the settings (such
as height) of the Documents, Conditions, and
Additional Information panes.
The
Health/Nutrition tab now remembers the settings of the grids and
tabs.
The Route/Center
and/or Service selections can now be included at the
top of any of the delivery reports. Updated copies of the delivery
reports are required to take advantage of this new feature.
The system
auto-executing query names are now available in a drop-down list
in the Edit SQL Queries dialogue.
The error
message 'Table Doc_Uses does not exist' or 'Table Condition_Uses
does not exist' is no longer displayed when deleting a document
or condition.
Resolved
an issue in the Delivery Verification utility that would
sometimes erroneously show a client as not suspended when the
client was, in fact, suspended. This issue typically only arose
with migrated data.
Due to
the addition of two new fields, the Table Updater must be run
prior to launching this version of MealService
7/29/2006, Build 3.5.9.6985
Added
the ability to jump to the head of a Client's Household by using
the speed-key combination of Control+Alt+H.
Added
eight reports summarizing deliveries by funding source. The new
reports appear on the agency reports dialogue.
This
version adds an entry to the History file when a change
is made to a Client's dietary restrictions.
Added
the User-Defined-Field 3 Description field to the Query
Builder.
The
user-defined reports appearing on the four report selection dialogues
are now identified as such.
When
any of the CodeSite parameters are passed to MealService upon
launch, if certain critical exceptions occur a dialogue box is
displayed asking the user to email the CodeSite log file to tech
support.
Fixed a
bug that erroneously declared that a transaction was active when
deleting client records, when in fact a transaction was not active.
6/25/2006, Build 3.5.9.6979
Added Unique
Record Number as one of the Client Indexes. Running the Table
Updater will add this to the list of available indexes.
Made the
Meal field in the Meal Items table available
for use in Daily Labels. This enables limiting items
(in a custom label) to a certain meal, for example.
The deliveries'
funding source has been added to the View Recent Deliveries
window.
When deleting
or changing a Route Code, the change is now migrated
to the Episodic Deliveries table as well as the Clients
table.
Fixed a
bug that allowed creating a funding source entry without a Funding
Code.
Corrected
a problem so that the Activation Wizard now recognizes
that there are, in fact, default items for a new client's service.
5/22/2006, Build 3.5.9.6971
When using
the Activation Wizard, if a new client is created as
a dependent and the new client's address is empty then the new
client's address is populated with the address of the client to
whom they are related.
The Activation
Wizard can now be used on clients who had already been started.
Prior to this change, the Wizard could only e used for clients
who had never been activated.
For both
the Activation Wizard and the Items Wizard the
period of time a transaction is active has been greatly reduced.
This should reduce the inability to edit the client's record when
another user starts the wizard and does not complete it in a timely
fashion.
A transaction
indicator is now present in the status bar of the client screen.
Corrected
a bug in the Intelligent Browse so that Race is properly
translated. This problem was introduced in build 3.5.9.6962 when
the Race table was removed.
5/8/2006, Build 3.5.9.6962
Added the
Reimbursement Rates table to the Query Builder.
Facilitated
end-user joins between the Reimbursement Rates and Items
tables by adding an Item ID field to the Reimbursement
Rates table. This will enable end-users to more easily generate
reports or queries showing reimbursement rates per item by funder.
Controls
on the Funding Sources tab make better use of screen
space when the window has been expanded to a size greater than
a height of 600 pixels.
This version
removes the Race and Marital Status memory tables,
improving operation when accessing data remotely.
In the
Query Builder, fixed a number of bugs: removed Client
ID from Meal Credits, removed List ID from
Deliveries, fixed an incorrect field name in the Funding
Sources and Funding Uses tables, and fixed the date
format when filtering on a date.
Fixed a
bug that prevented any alternate directions from being displayed
on the days when an alternate address is in effect. The bug was
introduced when dependence upon English for the day of the week
was removed.
In the
Counseling Services Intelligent Browse the Client
Diseases are now properly hidden when the Client Diseases
option has not been chosen.
The Table
Updater must be run prior to launching this version of MealService.
This is so that the Pricing table can be updated to include
the new Item_ID field. There are also a number of indexes
added to the Pricing table that may improve the speed
of calculating some invoices.
4/24/2006, Build 3.5.9.6958
Added
the ability to filter clients based upon specific client-diseases
in the Nutritional Counseling Intelligent Browse.
The query
supplying data to the Child Demographic Meal Count report
is now loaded dynamically from the Queries table. The query must
be named 'CHILD_DEMOGRAPHIC_MEAL_COUNTS', and must include the
parameters 'dStart' and 'dEnd'.
The Intelligent
Browse screens now hide any user-defined columns when the
respective user-defined fields are configured to be hidden.
This version
resolves an issue with File > Print Screen. On some systems
Print Screen would result in a completely black image.
The Social
Security Number field is now properly disabled for clients
when the Organization checkbox contains a checkmark.
Resolved
a bug that would generate an error if the Edit Diseases
window was displayed more than once in immediate succession.
Fixed a
bug where the functionality related to a day of the week would
would fail when a Windows language setting other than English
had been chosen. The dependency upon the regional language setting
has been resolved.
Encountering
an error immediately upon signing into MealService is now handled
more elegantly.
Multiple
instances of the 'Delivery_Date' parameter can now be used in
the 'Execute_on_save_Deliveries' system query.
3/22/2006, Build 3.5.9.6951
Added
Age, Rural, User-Defined 1 and User-Defined
2 to all Intelligent Browse screens, where those
columns had not existed.
All
Intelligent Browse screens now display the actual label
assigned to the respective User-Defined fields, if one has been
assigned, rather than 'User-Defined'.
Fixed the
bug that allowed creating a Route record with an empty Route
Code.
Fixed bug
that updated all Clients' blank route codes when adding a Route
Code to a route record where there had been no code.
3/17/2006, Build 3.5.9.6949
This
version introduces integration with Dymo®
LabelWriter label printers. It is now possible to easily print
a bar-coded Client identification card for a single client. The
label template file Client ID with Barcode.LWL is required
to utilize this new feature.
A new
chart was added. The new chart displays the quantities of selected
items delivered, by day.
Added
the ability to specify whether the Intelligent Browse
groupings, if any, should be expanded or collapsed when exporting
the browse data.
Added
a County column to the Nutritional Counseling Intelligent
Browse.
Added
a report to the Order Stops by Route utility. The current
view can now be easily sent to the printer. The report template
RouteList.rtm is needed to implement this new functionality.
This
version makes the full route description available for use in
the Item Counts reports.
Added
the ability to delete Episodic or Scheduled
Deliveries that fall within a date range, so that scheduled
deliveries no longer need to be deleted one at a time.
Corrected
a bug where the day-specific stop would be used in the delivery
route sheets even if there was no day-specific route for those
clients with a status of Stopped. This issue only arose
when MealService was configured to include stopped
Clients in the Route Sheets.
Modified
the Edit Alternate Routes and Stops dialogue so that
canceling the dialogue no longer replaces the day-specific stops
with zero for those days on which no stop had been assigned in
the dialogue.
The funding
sources component of the All Information report was modified
so that it now properly includes the All Services funding.
An updated copy of the report template PrintAll.rtm is needed
for this change to be implemented.
Fixed a
bug that may have kept the Episodic Deliveries dialogue
from being displayed properly.
The new
report template RouteList.rtm is introduced with this version.
The Dymo®
LabelWriter label template Client ID with Barcode.LWL is introduced
with this version.
This version
may require an additional support file: vclsmp60.bpl. You will
be so notified when you first start MealService after upgrading.
If you need the file, it will found in the download containing
the upgrade. It should be extracted to the same folder as MlSvc.exe
2/4/2006, Build 3.5.9.6939
Added
more robust error-checking to the Delete Diet Modification
Codes routine.
Corrected
an error in the Delete Diet Modification Codes routine
that would occur if the window was closed by clicking the window's
'X' rather than the Close button.
1/31/2006, Build 3.5.9.6938
The
behavior of the Client Height field was modified so that
when entering a 1 in inches the entry does not automatically populate
with 10.
Added
the Phone Description and the Secondary Phone
to the Client Relationships browse view. Note: these
additional columns may not be visible until the user's MealService
ini file is deleted or the [FormClientswwDBGridRelationships]
section in the ini file is deleted. The ini file is user-specific,
and can be found in the following directory: C:\Documents and
Settings\[Username]\Application Data\MealService.
Added
the ability to sort the All Individuals browse view by
clicking on a column heading.
Added
the Rural field to the All Clients Intelligent Browse.
The
Client Pledge fields have been made available for filtering
in the Custom Filter dialogue.
Resolved
an issue where a Suspension might not be properly migrated
to household members if multiple suspensions were created in succession
for the same household members.
12/30/2005, Build 3.5.9.6935
A bug that
prevented the Reset First Service Date utility from functioning
was corrected.
12/27/2005, Build 3.5.9.6934
The
Items Wizard more elegantly handles the situation of
a default item with no quantity assigned. In such cases, the Wizard
populates such item(s) with a quantity of 1.
The
Diet Code reorder utility now has Cancel added
as a choice when prompted 'Proceed with the restructuring?'
The
Order Routes by Stop utility now has Cancel
added as a choice when prompted 'Save your changes to the route
before retrieving the new route?'.
A benign
error in the the Diet Code reorder utility has been fixed.
The error would occasionally surface when clicking Cancel
after having made a change.
10/25/2005, Build 3.5.9.6925
The
label for Non-Delivery clients who are included on the
route sheet but are not receiving a delivery can now be changed
by the organization as a configuration option.
A
few success confirmation dialogues have been removed in the interest
of streamlining user interaction. The dialogues typically had
appeared after running a process, for example collapsing duplicated
client records into one.
A third
digit was added to the Age column in the Meal Deliveries
Intelligent Browse. This resolves an issue where clients
older than 99 were showing as 10.
This version
resolves an issue where the flag for Special Meal Three
was not available for use in the Daily Run and Daily
Label reports.
The Table
Updater must be run prior to launching this version of MealService.
10/11/2005, Build 3.5.9.6920
This
version introduces a wizard for assisting in assigning delivery
items to a client. The wizard assumes that the client will receive
the same items every day of the week, except for one day which
can have a different set of delivery items. The wizard takes care
of clearing any existing items from the client's delivery specifications
and updates the client's items for each day of the week. For each
day, if the the items assigned differ from the defaults for that
day then the modified items are saved. Otherwise, if the modifications
are the same as the default items then the modifications are cleared
and the default items for the service are used.
9/30/2005, Build 3.5.9.6914
When
using the Activation Wizard, if a new client is placed
on a route where an existing client has already been assigned
the same default route and stop number the user is now asked if
the existing clients, on or after that stop number, should have
their stops incremented to "make a space" for the new
client.
When
using the Include all active clients on the delivery
report feature, both Active and Stopped clients are now included
to be shown on the report.
If
deliveries are being prepared automatically prior to printing
a delivery report, a warning message is now displayed if no deliveries
were identified for a delivery, or fewer than 10% of active clients
were identified for a delivery.
The ini
file storing the Household Member Role entries has been
moved from the Windows System directory (where it was being created
inappropriately) to the correct location, which is the directory
containing the data files.
9/18/2005, Build 3.5.9.6908
The Delivery
Run Sheets can now be configured to include all active clients,
so that a client would be included even if suspended or a stop
date had been entered. This change is to accommodate those organizations
that prefer to include very detailed door-to-door driving directions,
and therefore need all of the directions present, even if a particular
client is not actually receiving a delivery on a given day.
The
Reassign Funding Source utility now provides the ability
to completely remove a funding source from deliveries, in addition
to the previous ability to assign a new funding source.
When creating
a routing export file for Streets & Trips or MapPoint, the
pushpin Name field would sometimes be truncated inappropriately.
That issue has been resolved.
The ability
to select the label for the pushpins was not being honored when
exporting to Streets & Trips from the Order Routes by
Stop utility. It now is honored, and the pushpin labels are
created properly.
The Table
Updater must be run prior to launching this version of MealService.
9/9/2005, Build 3.5.9.6905
A utility
to reassign funding sources on a batch basis has been added so
that existing events and deliveries can be shifted to a different
funding source. This might be used, for example, when a client
had been assigned in error to the wrong funding source and a correction
needs to be applied retroactively.
The funding
source attached to nutritional counseling events has been made
available for editing, so that a client's session can now be assigned
to a source other than that which would normally fund a counseling
session.
The
client funding sources functionality now has much more robust
error checking. For example, you can no longer assign a funding
source to "All Services" if a service-specific funding
source is already present.
The Contractual
Start Date is now properly disabled when other than a client
is on screen.
8/23/2005, Build 3.5.9.6904
Certain
Codes are now editable, even if the code has been assigned
or used. Any edits to the code will be applied to all child records
where the code is in use. The tables with codes that can now be
edited are: Funding Sources, Marital Status, Routes, and Race.
The
removal of a stop date is now logged to the History table
when the stop date is removed automatically (due to reactivation
or a more recent start date having been entered).
8/6/2005, Build 3.5.9.6896
Added
the ability to include counts for each route in the Daily Run
delivery report. The counts can be set for inclusion at either
the top or the bottom of the route. By default, the report counts
items (regardless of the service to which they are assigned) grouped
by diet. The counting portion of the report is completely modifiable,
since it is driven by user-defined queries (One of those queries
must be named 'DELIVERY_REPORT_COUNTS_SELECTION' and the other
'DELIVERY_REPORT_COUNTS_SORT'). A new version of the Daily Run
report is required to take advantage of this feature. If the Daily
Run report is updated then a new template named DailyRunDeliveryCounts.rtm
is also required.
Two additional
Special Meals can be created, for a total now of five
per day. The two new special meals only allow flagging meals
based on selected dietary restrictions. In addition, the
additional two special meal flags are not stored in the deliveries
table, and therefore customized special labels and other reports
are required to take advantage of the two additional special meals.
Added
the ability to specify an Action for each of the special
meals. This action can be used to include instructions in the
special meal report, such as 'Substitute chicken for beef'. The
visibility of the Action edit boxes can be turned on
or off using a system configuration setting.
For those
cases where an individual shares the address and/or phone contact
information with a client there is now a context menu that allows
importing the current client's information into the individual's
record at the time of creating a new individual.
Added
a delivery report in which deliveries can be selected based on
specified diets. This is similar to the Diets in Use
report, except that the report data is drawn from deliveries for
a specified delivery date rather than all active clients.
Added
the ability to set the visibility on or off of bar codes on the
Daily Run delivery report by using the system configuration settings.
Any
change in a client's service is now logged to the client's history
file.
The
Custom Filter dialogue has been updated to include several
new fields, such as URN, Latitude, Longitude, and Cross Street.
A
client's default route must now be chosen from one in the list,
eliminating the chance for entering a nonexistent route.
Fixed a
bug, introduced when MapPoint pushpin labels could be customized
in version 3.5.9.6840, where route optimization was not always
retrieved properly.
Resolved
an issue in the Funding Sources dialogue where the item rates
were not immediately displayed for those funders that should have
had the information visible.
The Table
Updater must be run prior to launching this version of MealService.
An updated
version of the Daily Run report is required to utilize the integrated
counts feature.
The new
report template DailyRunDeliveryCounts.rtm is introduced with
this version.
The new
report template DeliveryDietRestrictions.rtm is introduced with
this version.
7/14//2005, Build 3.5.9.6864
A third
Special Meal can now be defined on a daily basis. This
allows flagging, for each client, up to three meals a day requiring
a special substitution.
Added
the ability to specify a User-Defined query that can be executed
during the Save Deliveries process. This new user-defined
query can be used to identify special meals that don't fall into
one of the usual special categories, such as identifying
clients who receive a specific item. The user-defined query must
be named 'EXECUTE_ON_SAVE_DELIVERIES'.
The Clients
by Selected Diet report now includes in the title of the
report the diet selections chosen and shows the Default Route
for each client.
There
is now a screen that displays the user login activity for a specified
time period. This screen can be used to identify any users currently
logged into MealService.
The
Label Limitation dialogue now remembers the prior selection
for limiting the labels (i.e., whether by Special Meal, by Selected
Diet, etc.).
The
Daily Run report now includes the specific diet restrictions
for each of the Special Meals. It also accommodates flagging
the third special meal when required.
A
printer reset is now sent before printing any delivery reports.
This is an attempt to resolve an issue with some printers that
do not properly reset themselves after a print job.
The Clients
by Selected Diet report is now sent directly to the printer
rather than to the screen when Printer is selected as the destination.
The Table
Updater must be run prior to launching this version of MealService.
In order
to take advantage of the additional information available in the
Clients by Selected Diet and Daily Run reports,
new report template files are required for both reports.
7/32005, Build 3.5.9.6849
Added
the ability to specify a message at the top and bottom of the
Daily Run Report. These messages can be used
to relay important information to route drivers and the messages
can be changed as needed.
Added
the ability to store the latitude and longitude of a Client's
address. If the latitude and longitude data has been entered,
it will be used for mapping in MapPoint rather than the street
address. This accommodates the few addresses that can't normally
be mapped using only the street address.
Tables
are now compacted as part of the Archiving process. This can dramatically
reduce the size of the files pertaining to Deliveries and Meal
Credits.
Delivery
Status is now stored in the Archived Deliveries table.
Added
two additional time periods for when a user should be prompted
to re-prepare the delivery data: 30 minutes and one hour.
The
Household Members dialogue, when launched, now points
to the household member's record belonging to the currently selected
client rather than the first member of the household.
The
Send to Mapping function now remembers all of the settings
from use to use, except the routes that had been previously
chosen.
The
onscreen Cuisines label now is worded Cuisine / Portion
Size to widen the utility of the Cuisine field.
Fixed an
issue where, if an alternate address had been edited on the main
screen and the Address Overrides button was then immediately
clicked, the address could not be edited in the Address Overrides
screen.
Service
applications created with a status of Wait-Listed are now properly
identified in their respective History entries.
The Cuisines
table is now properly refreshed when the Refresh Lists
menu choice has been selected.
The Table
Updater must be run prior to launching this version of MealService.
In order
to take advantage of two new re-preparing time periods, as described
above, the latest version of the User Maintenance utility is required.
An updated
Daily Run report template is required to utilize the
new driver message feature.
6/5/2005, Build 3.5.9.6840
When
using the Mapping functionality it is now possible to select the
format of the pushpin labels (for example, first and last names,
last name and first initial, Client ID, etc).
The
Mapping Options dialogues now remember the user's selections
from use to use.
Added
the ability to print a single client note, in addition to the
existing ability to print all client notes.
The
MapPoint integration on the Order Routes utility now
reuses an existing MapPoint map if one exists. A new map is only
launched if one does not yet exist. This behavior now matches
that of MapPoint on the Prepared Deliveries screen.
The
Client's Status was added to the information for the matching
names displayed in the Add New Name window.
If
a client's record had been edited when any one of the household
operations is launched (i.e., editing a household, editing household
members, or launching the household wizard) the user will be prompted
to save the changes before proceeding.
The Quick
Deliveries Listing is now properly sent directly to the printer
(rather than to the screen) when Printer has been chosen as the
destination.
The speed-key
assignments were removed from all buttons in the Activation
Wizard. This was because using the X key sometimes triggered
the Exit button, causing the window to close prematurely.
The report
generated when using the Stop Clients utility now has
the correct title of Clients about to be stopped rather
than Clients about to be Inactivated.
The Send
Error notification no longer occasionally freezes when displaying
the dialogue asking if the error message should be sent.
This version
resolves an issue with editing addresses. The client address would
sometimes be locked for editing if, upon initially launching MealService,
the first client displayed had an empty address.
5/6/2005, Build 3.5.9.6828
Fixed a
bug in the Daily Run sheet so that an alternate address, when
defined for a single delivery date, no longer generates an error.
4/30/2005, Build 3.5.9.6826
This
version adds a utility for recording walk-in visits (or any other
calendar-based delivery event) in a batched basis. This is intended
to be used for recording a service by scanning a barcode, either
at the time of service or after the fact. A barcode scanner is
not required to use the utility, however.
When
using the batch add utility, there is now the ability to record
a walk-in visit as complimentary.
Added
a report which lists clients with a scan-able barcode. The report
can be used, for example, to manually record visits at walk-in
locations and then later be scanned at the office. The report
appears on the Delivery Reports dialogue.
The
Delivery Reports dialogue remembers whether screen or
printer was the print destination on the prior usage.
Corrected
a bug which was introduced in version 3.5.9.6786. The Process
Episodic Events to be Credited utility would display the
message 'Funding Description not found and that has been resolved.
Fixed a
bug related to using the ZIP Code lookup function, when on the
main Client-edit screen. When an alternate address was being edited,
changing the ZIP code would not automatically change the alternate
address city and state. That has been corrected.
4/24/2005, Build 3.5.9.6786
Added
the ability to specify, at the client level, a funder for All
Services in addition to the existing ability of specifying
a funder for specific services.
An Item
Count by Route and Diet report was added to the Delivery
Reports dialogue. This new report sorts the delivery items
regardless of the services with which they are being delivered.
A report
to print all Client Notes was added to the Notes
browse window.
The
Meal Items edit dialogue handles items with a credit
amount more gracefully.
The
Funding Source dialogues (at both the specific funding
source and client-funding locations) now allow entering a credit
rate (as a minus amount).
The
Funding Sources dialogues (at both the specific funding source
and client-funding locations) have better error-checking to prevent
creating an entry with missing information or an entry with no
dollar amount.
The
message window displayed during the saving prepared deliveries
process is now forced to be the topmost window. This is to prevent
the window from becoming hidden if the user from clicks somewhere
on screen while the preparation process is underway.
When
the Daily Delivery Report has been configured to print
only selected meal items, this version supports having the client's
service be visible, even when there are no visible items. An updated
delivery report is required to enable this change.
When
using the Integrate with MapPoint feature, MealService
now checks to see if it has already launched a copy of MapPoint
prior to launching a new instance. If a copy of MapPoint is found
to be running, then the existing map is cleared and the route
is regenerated on the existing map.
The
Diet Restriction edit dialogue now generates the next
numeric ID automatically when creating a new Diet.
The
Diet Restriction edit dialogue no longer allows creating
a blank record when on the browse tab.
A
context menu was added to the Notes edit dialogue.
This
version should run marginally faster when data is accessed via
a remote connection, due to several internal changes made in the
interest of operational efficiency.
Partial
user names at the time of log-on are no longer accepted. The complete
user name must be entered.
Address
Overrides now print reliably on the Daily Labels with
Address. The alternate addresses had printed intermittently
previously.
Fixed a
bug that prevented items belonging to single-character meals (e.g.,
'B' for Breakfast) from appearing on the Daily Delivery Report,
when that report was configured to include only items belonging
to selected meals.
The Alerts
and Follow-Ups window has had the user's Read-Only permissions
applied more consistently.
This version
disables primarily-visual functionality (such as bolding the Address
Overrides button) in the interest of efficiency, when the
method of connection is set to Internet.
This version
disables filtering on Suspension status when the method
of connection is set to Internet.
As of this
release, specifying reimbursement rates at the client level is
no longer allowed if MealService has been configured
to permit multiple funding sources per service.
4/1/2005, Build 3.5.9.6722
The alternate
address in effect, if any, is now displayed on the main screen
alongside the client's permanent address. Likewise, the alternate
directions are automatically displayed on the client screen alongside
the permanent directions.
For
alternate addresses, delivery directions are no longer limited
to 250 characters and font formatting is now supported (A quick
database modification is required to enable the new long alternate
address directions.)
Alternate
addresses are now available for use on the Daily Delivery Label
with Address. An updated label template file is required to take
advantage of this capability.
On
the client Custom Delivery Items dialogue the Context
menu has been enhanced with new functionality. In addition, Control
Key shortcuts were added for all of the functionality on the screen.
In
the scheduled delivery recurrence editor, the number of recurrences
can now be edited with the keyboard in addition to using the spin
buttons.
The
Order Stops by Route utility now allows moving a client to another
route and/or incrementing stops without forcing the changes to
be made permanent immediately.
Regional
date formatting preferences are applied more uniformly in various
dialogues throughout the application.
This
version allows the entry of 18-digit Switch account numbers.
The
maximum monthly income limit was raised to $10,000.
When
using MapPoint for routing on the Prepare Deliveries
screen, this version attempts to select either the first or second
line of the address, as appropriate, to exclude a line that includes
only Apartment, 1st Floor, Flat etc.
Wait-Listed
was added as a choice in the Application Status drop-down list.
This version
resolves a Class Not Registered issue when using the
European version of MapPoint for automated routing.
Users with
a Read-Only access level have had the ability to view modified
client items restored.
Fixed a
logic problem in the Verify Deliveries utility. The utility
would declare that a client would receive a calendar-based delivery
which fell on their stop date, when, in fact, they would not.
Fixed two
bugs related to regional date formatting when using a format other
than Month/Day/Year: one in the recurrence editor and one in the
Missed Delivery function.
This version
handles much more gracefully the situation of the organization's
default service days not having been properly populated.
In prior
versions, the main screen of MealService had
inappropriately forced itself to 600 x 800 upon launching. It
now will be restored to a maximized state, if MealService
had been in a maximized state when it was last closed.
On the
Client Funding tab, it is no longer possible to create a Client
Funding Source without specifying the Funder.
3/9/2005, Build 3.5.9.6582
Added
a prompt to save any edits when closing the Relationships dialogue
by other than clicking the Save or Cancel buttons.
Added
a warning if the Birthday report is run spanning a period of more
than one month.
The
Duplicate List Name error is handled more elegantly in
the prepared deliveries Save As dialogue.
When saving
deliveries to a new list, duplicated client names are now properly
suppressed in the list.
Fixed the
'Table is not in edit mode' bug if a relationship was created
and no related individual had been assigned and more than one
attempt was made to close the dialogue.
2/27/2005, Build 3.5.9.6574
The version
introduces the ability to suppress the display of the prepared
deliveries. Many organizations appreciate the opportunity to review
the deliveries prior to printing delivery reports. For those that
do not need that opportunity, however, the display can now be
suppressed at the user level by using the User Maintenance dialog.
This
version introduces the ability to use both the main Client
Edit screen as well as the Client Browse screen
at the same time, so that edits can be made on the Edit
screen while the Browse is used for navigation (without
having to close it to make the edits).
When
using the context menu to create a Follow-Up Alert, if cancel
is selected a blank Follow-Up is no longer saved.
Added
a confirmation to save any edits made to a Client's record, if
the record is in active edit mode when that client is removed
from a household or the household in which he or she is a member
is deleted.
The
Birthday report, found on the Delivery Reports dialogue, can now
be restricted to selected Services.
Delivery
labels now have two additional sorting options: by Diet / Client
ID and by Diet / Last Name. The sorting is on the client's complete
list of diet restrictions not the affected diets for a particular
Special Meal.
The
height field on the health tab now uses the same formatting as
the height field on the biographic info tab.
The
BMI calculation now better handles several different height formats.
The
Cuisine field was made available for use on the Daily Run report
and all Daily Labels.
Fixed a
bug in the Nutrition Counseling Intelligent Browse where no data
was displayed in the Gender column.
2/16/2005, Build 3.5.9.6555
Added
the ability to assign User-Defined Reports to the Delivery-,
Agency-, Alerts- and Counseling-Report
selection dialogues, in addition to the existing, menu-based User-Defined
Reports. In order for a self-contained user-defined report to
appear on one of those dialogues the report name must begin, respectively,
with UserReportDelivery, UserReportAgency, UserReportAlerts or
UserReportCounseling. The identifiers will be stripped from the
report name for display purposes. For example, a report template
named UserReportDeliveryCold Bags by Route.rtm would
appear on the Delivery Reports selection as Cold Bags by Route.
There
is a new Custom Mail-Merge option. The new mail-merge
will allow selecting certain system queries from a drop-down list.
(To be included in the list the query name must contain Select,
Export or Merge.) The utility will then create
a mail-merge file, and (optionally) launch Word. This functionality
is similar to the existing Filtered Client mail merge,
except that a custom query can be used to select the data. The
queries can include a run-time parameter. A parameter is delineated
with a colon (for example, DOB = :Birthdate will generate a dialog
at run time asking for the Birthdate).
Users
can be defined as having one of three events flagged in their
profile: whether the Execute_On_Open or Execute_On_Close
confirmation dialogues should be displayed, and whether the user
should be prompted to prepare deliveries (if they haven't yet
been prepared) or to re-prepare the deliveries (when the prepared
data is older than a chosen time period).
The
Execute Query utility now supports queries with a parameter
to be supplied when the query is executed. In the select statement
the parameter is delineated with a colon (for example, Deliv_Date
= :"Delivery Date" will generate a dialogue at run time
asking for the Delivery Date).
In order
to take advantage of customizing the user events, as described
above, the latest version of the User Maintenance utility is required.
On the
Notes screen, resolved an issue where, if the Note
Date column contained no entries, the screen would be displayed
with no visible notes the first time it was displayed.
2/7/2005, Build 3.5.9.6473
Added client
totals to the footer of two Intelligent Browses.
The Nutrition
Counseling intelligent browse now displays a distinct client count
in the footer, rather than a duplicated client count.
The Nutrition
Counseling reports selection dialogue now allows limiting report
data by one or more services and/or one or more counseling locations.
Three new
Nutrition Counseling reports have been added: Counseling by Client,
Counseling by Counselor, and Summary by Location.
Fixed
a bug where, if an Execute_On_Open query had been defined
and no Execute_On_Post query had been defined, the Execute_On_Open
query would be inappropriately executed in the Execute_On_Post
event.
The
deletion of an Application for Service is now encapsulated
within a transaction.
The
edit Client Pop-Up dialogue now asks if any edits should
be saved when the dialogue is closed, regardless of the method
used to close it.
2/2/2005, Build 3.5.9.6400
All of
the Intelligent Browses have been updated with a more
powerful browsing mechanism. Filters can now be saved to a file.
Filters can be turned on or off, as desired and there is a filter-editing
dialogue allowing filters more sophisticated than the two conditions
allowed in the Custom Filter. In addition, any fields
set to group can now also be used to filter.
Columns can be hidden, and the headers and footers turned on or
off, as desired.
The Meal
Deliveries, All Services, Health Assessments
and All Clients intelligent browses now allow the viewing
of, and filtering by, client diseases.
The Client
Services tab now allows resizing of the three grids (Applications,
Documents and Conditions) and the Other
Information box.
There
is now an Execute-On-Open query which, if it is populated,
when MealService is launched a confirmation dialogue
is displayed asking if the query should be executed. This query
can be used to make batch updates, such as automatically changing
a Client's Status to Stopped if the Stop Date falls on the current
date.
Validation
to ensure that a birth date is not in the future now takes place
when an edited record is saved. Therefore, the edit field into
which a birth date is entered has had it's date restrictions removed.
Added the
MealService Version Number to the Error Feedback
form.
Errors
generated by an invalid entry in the Height or Credit
Card fields now present a more intuitive error message and
are no longer capable of being submitted to Technical Support
as an error report.
A number
of windows that weren't properly sized for displaying under Windows
XP have been reformatted.
An
issue has been resolved where, if a filter was in place on the
Notes grid and a new note was created, the new note would
not be properly saved.
The event
that triggers the display of a user's Alerts and Follow-Ups
upon log-in has been changed in an attempt to resolve an intermittent
List index out of bounds error.
1/18/2005, Build 3.5.9.6269
This
version adds a Primary Staff Contact drop-down list which
can be used to identify the staff member with responsibility for
a Client.
A utility
has been added which can consolidate duplicated Client records.
A similar utility has been added which consolidates duplicated
Individual records. In both cases the user has the ability to
edit the duplicate records prior to consolidation, and selectively
decide which fields of either record to retain. Any related data
(i.e., health assessments, relationships, etc.) is automatically
moved from the deleted to the retained record.
The Client's
age is calculated and displayed onscreen adjacent to their date
of birth.
If the
user has an alert due, the Browse Alerts window is displayed
immediately after the main screen opens.
There
is now an Execute-On-Close query which, if it is populated,
at the time MealService is closed a confirmation
dialogue is displayed asking if the query should be executed.
This query can be used to make batch updates to the data, such
as assigning a primary staff contact to newly created clients.
A starting
invoice number can be specified when exporting client bills to
a mail merge file. The export will then increment and assign a
sequential invoice number to each bill that is exported. To take
advantage of the automatic numbering, an updated mail-merge invoice
is required.
Added the
Client's delivery type and delivery days to the Diets in Use
report. An updated DietsInUse.rtm file is required to take advantage
of the addition.
Added a
context menu to the Edit Relationship dialogue. The menu
allows copying the Individual's name and address to the clipboard.
When
reimbursement is calculated by time-period, Third-party funders
are now limited to Day (as the unit of time) as the only choice.
The Other
Services Used box can now be hidden on the Service/Diet tab.
Alignment
of the buttons at the very bottom of the Client screen align better
when displayed under WIndows XP. Several windows are now appropriately
sized when displayed under Windows XP.
The delivery
preparation process is now less likely to retrieve clients who,
in exceptional circumstances, are listed as Active but
have not been assigned a Client ID.
On
the Scheduled Deliveries dialog the Save Changes
button is now properly enabled after editing one of the scheduled
deliveries.
Fixed
a bug in the Intelligent Browse window. The All Clients
and Health Assessments browses now properly export their
data.
The bug
that prevented deleting a Service Application immediately after
the application was created, but prior to its having been saved,
has been resolved.
12/2/2004, Build 3.5.9.6197
On the
Delivery Preparation screen, when retrieving optimized
routing from MapPoint, clients sharing a stop will only continue
to share that stop if the stop is other than zero. Any clients
with a stop of exactly zero prior to optimizing will be assigned
a new stop.
Fixed a
bug in the Address Overrides screen where, for US addresses,
selecting a ZIP Code would not populate the City and State.
Earlier Revision History
ListMaker
Revision History (Back
to top of page)
7/25/2006
- When adding members to a list, potential members can now be
selected by Status (where previously, when adding by
Status, only Active was a choice).
- The date a name was added to the database (Date Added)
is now visible in the List Members view. The date might be used
if the list is being used to manage a waiting list, for example.
- The List Members view can now be sorted, in either ascending
or descending order, by Date Added.
12/6/2005
- An address label has been added to the list of the filtered
reports.
11/16/2004
- Whether new list members should be added to, or replace, existing
list members is now available as a list default.
- The ListMaker windows now remember their
positions.
- The Member count is now correctly calculated after
hiding list members.
- List members can be hidden using a dialogue that allows selection
by delivery days.
3/23/2004
- Added a menu option
which lets the user choose a quantity and assigns that value
to selected list members.
- System History
entries are now identified by the user making the changes.
- This version of
the plug-in is required for use with MealService
version 3.5.7.4897, or later.
12/15/2003
- Added the ability
to Hide list members. This is useful, for example,
when a list is being built of all active members except for
a certain subclass (such as dependents). By making the subclass
hidden they will not be counted in the list and they will not
be used towards fulfillment. Their presence, however, will prevent
the same name from being added again on the next batch import
of active clients (which would happen if they had simply been
removed from the list).
- Added the Dependent,
Household Name and Start and Stop Date
fields to the List Members browse screen.
- Added Client
ID and telephone number to the lookup dialog when
adding a single client.
- Added a drop-down
list for selecting the sort order and a search box (which will
search for the closest match as an entry is typed).
- Added two list totals:
a count of currently visible clients and a sum of the quantity
column.
- When fulfilling
a delivery, the type of delivery created is now based upon the
client's current Delivery Schedule type. That is, if
the client is Episodic, then an Episodic delivery
is created, otherwise a Scheduled delivery is created
for Ongoing clients.
- Added several keyboard
shortcuts:
- Alt-F, navigates
to the first record
- Alt-P, navigates
to the previous record in the sort order
- Alt-N, navigates
to next record in the sort order
- Alt-L, navigates
to last record
- Control-I, changes
the state of the Invited checkbox. This iterates through
checked and unchecked states with each invocation.
- Control-C, changes
the state of the Confirmed checkbox. This will iterate through
checked, unchecked, and unknown states with each invocation.
- Control-S, positions
the cursor in the Search field.
- Double-clicking
the List Members browse screen now pops-up a window displaying
the selected Client's name, address and delivery information.
- Added a confirmation
dialog when closing any ListMaker window asking,
if there are any unposted edits, whether the changes should
be saved.
- The List Members
browse screen will now group on Route, Service,
and Household Name fields. That is, when one of those
column headings is clicked to sort on that field, then only
the first time the Household name (for example) appears
is it displayed. This facilitates visualizing households, in
that the household name only appears for the first household
member.
- Two reports: a phone
listing and a complete client info report are now available
on the List Members screen. Both reports print based upon the
current filter and sort order in use on the List Members display.
- The List members
browse view now remembers the user's modifications to the column
order and column widths from use to use.
- Resolved a situation
where the Add a Member lookup dialog may not always
have displayed the most recently added clients.
8/22/2003
- Added the Cancel
Pending Deliveries function.
- Added the functionality
so that, when fulfilling a list, a Route or Stop
assigned to a specific day will be used rather than only
the Default Route and/or Stop.
8/15/2003
- Now posts a message
to System History when a list has been deleted.
- Now posts a message
to System History when a list has been scheduled for
fulfillment.
- Added an option
to the context menu for removing all of the members of a list.
8/8/2003
- In the functionality
for copying list members from one list to another, added a third
option: that of being able to retain the current state of the
Confirmed checkbox in the destination list.
- Added a context
menu choice in the List Members view. Check all
Invited checkboxes and Clear all Invited checkboxes
are now available.
- Added the ability
to sort the List Members view by Quantity.
This means that the Quantity column could also be used
to prioritize members on a wait list, for example.
- Fixed a bug which
generated an error when switching to the List Members
view if no lists had yet been created.
- Fixed a bug which
populated the Confirmed and Invited checkboxes
with T and F rather than Y and N
when copying list members from one list to another.
8/7/2003
- Added the ability
to copy from one list to another.
- Added the ability
to filter on a Confirmed state of Unknown.
Earlier
ListMaker
Revision History
MenuMaker
Revision History (Back
to top of page)
3/24/2004
- Moved the location
for the storage of all temporary tables from the directory in
which the executable resides to the user's local Temp directory.
3/23/2004
- Created a utility
to copy an entire menu's Selections from one Service/Cuisine
cycle to a different Service/Cuisine combination in
the same week.
- Added two User-Defined
reports to the menu.
- Speeded the report
preparation process.
- This version of
the plug-in is required for use with MealService
version 3.5.7.4897, or later.
10/13/2003
- Selections in drop-down
lists are now sorted without upper- or lower-case sensitivity.
- Added Up
and Down buttons to the Item/Component Mapping
screen.
- Added the ability
to set the Sort Order of a group of Item/Component
mappings to the same sort order. This facilitates eliminating
duplicate mappings, which is required for eliminating duplicate
components from the Menu Templates.
- When creating Menu
Templates, distinct Component/Sort Order combinations
are selected from the Item/Component mappings. This
resolves the issue where (for example) delivery items such as
Cold Bag and Cold Bag without Breakfast are
used with one service and both of which contain many of the
same items.
- Added a Menu
Template View to the Item/Component Mapping screen,
to preview what type of menu template will be generated.
- Added Edit Selections
to the context menu of the Menu Maintenance screen.
- On the Menu
Maintenance screen, when deleting a Standard Component,
if there is more than one copy of the same component in the
Standard list then the modifications for that component
will not be deleted until the last copy of the Standard
component is deleted.
- Added a confirmation
dialog prior to deleting Menu items.
- Added the ability
to select the sort in which the Cycles should appear
on the main Menus screen.
- Added the ability
to locate a Cycle's Menu based upon the dates to which
it has been assigned for use.
- Added a report summarizing
menu items by Cuisine, Selection, and Action
(disregarding the Service).
- Resolved a Query
Not Open message when selecting the Utilities >
Generate Cycles and Menus menu option.
- Resolved an issue
with the View Menus by Week option, where, if no sort
order had been assigned to the menu items no more than 6 items
would be displayed.
8/7/2003
- Added the ability
to copy the components for a service to another service.
BillMaker
Revision History (Back to
top of page)
8/20/2006
- This version introduces the ability to identify the client
on individually-generated third-party invoices.
- The Invoice listing and Aged Trial Balance reports now include
a portion of the Invoice Description.
- Separate invoice formats can now be specified for Clients
as well as third-party funders. This enables using the credit
card-like integrated invoice/statement for Clients and separate
invoices and statements for funders.
- When generating invoices, the invoice date can now be specified
(rather than having it default to the date the invoices are
generated).
7/29/2006
- Added the ability to generate separate invoices for each client
funded by a third-party funder.
- Added an additional formatting option for third-party invoices.
Third-party invoices can now list the deliveries summarized
by date, in addition to the existing summarization by item.
Earlier
MenuMaker
Revision History
ReferralTracker
Revision History (Back
to top of page)
Known
Issues (Back
to top of page)
- If a filter based
on Clients' status is in effect (for example, Status = Active),
and a Client's status is changed so that they no longer fall
under the filter, the History entries pertaining to the status
change will be created for the wrong client.
- Changes to a report
modified on one workstation will not become immediately available
to other workstations. Workaround: On the workstation
where the modified report must be run, exit and re-enter MealService.
That will force all modified reports to be loaded.