Early
Revision History
MealService
Revision History
ListMaker Revision History
MenuMaker Revision History
MealService
Revision History (Back
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10/29/2004, Build
3.5.9.6194
A utility
for assigning Missed Deliveries on a batch basis was added.
The utility includes barcode scanner support for identifying
the clients to whom the meals are to be assigned.
When
an unexpected error is encountered, the user now has the option
of sending the error message via email to MealService
tech support.
The identification
for missed deliveries in the View History window has
been modified slightly. The Date column now indicates
the date that the missed delivery was recorded. The event description
now indicates the actual date of the delivery that was missed.
On the
Prepare Deliveries screen, when using "Save As"
the dialogue now has the Add or Replace option pre-set
based upon the default for the list.
The Delivery
Report selection dialogue now remembers the services chosen
for inclusion from one use to the next.
The Execute
Query utility now allows Select queries in addition
to Update queries.
When
starting a new client, the Scheduled and Episodic deliveries
dialogues no longer default to a future date. The calendar now
defaults to the present date, or the client's start date, whichever
is later.
This
version properly sorts delivery labels, when more than one label
is required per client.
The
bug has been resolved that prevented a list created using the
Save As function from being visible in the ListMaker.
10/6/2004, Build
3.5.9.6121
This version introduces the ability to retrieve from MapPoint
(and import back into MealService) MapPoint's
optimized routing. This new functionality is available in both
MealService locations with which MapPoint integrates:
the Prepare Deliveries screen and the Order Routes
by Stop utility.
Delivery
labels can now be sorted by Client ID or alphabetically
by last and first names, in addition to Route and Stop
order (the current sorting method). The sorting option is selected
on the screen which also asks for which labels should be selected
(i.e., Special Meals, selected diets, etc.).
Two new
delivery reports have been added. One report counts the number
of Clients by whether they are receiving a special or standard
meal, the other prompts the user to select a specific item and
then counts that item by special or standard diets.
The mapping
functionality now offers the option to include either the starting
or ending location (or both). Previously the starting and ending
locations were both included together or not at all.
The Order
Routes by Stop utility now asks for confirmation before
making any edits to a Route permanent. This allows
making significant changes (for investigation or practice purposes),
and then not including any of them if the changes are unsuitable.
Added
a standard menu to the Prepare Deliveries screen so
that all of the functionality that had only been available on
the context menu is now more accessible.
Since
MealService is often hidden when integrating
MapPoint, a beep is now generated if MapPoint has had difficulty
mapping one of the client addresses.
The Social
Security Number field now has Canadian formatting applied
(###-###-###) when the Geo-Political configuration is set to
Canada.
Several
of the drop-down lists will now auto-populate and remember their
entries from usage to usage.
An additional
command-line parameter can now be passed to MealService
when it is required to be run in CodeSite diagnostic mode. The
location of the CodeSite log file can be specified by using
the -CodeSitePath parameter.
When
closing MealService, posting of the final entry
to the History table is now trapped for errors.
On the
Prepare Deliveries screen, a screen refresh is now
issued immediately after saving delivery data. This is to resolve
an issue when MealService is run under Terminal
Services and the Saving Data message is sometimes not
cleared from the screen.
Due
to changes in a third-party-supplied component, the Component
Visibility Tree will need to be refreshed, followed by
resetting the visibility of all components within the tree.
This
version requires new copies of the Rz30Ctls60.bpl and Rz30DBCtls60.bpl
files. These files should reside in the same folder as the MealService
executable (MlSvc.exe).
9/14/2004, Build
3.5.8.5988
Added
an additional option to the Save As dialogue on the
Prepare Deliveries screen. The new option is the ability
to specify, when saving to an existing list, whether the save
should replace the existing names on the list or add to the
names. (In prior versions, when saving to an existing list the
only choice was to add names.)
On
the Delivery Reports selection dialogue, added the
ability to select delivery records by Distribution Center
in addition to the existing ability of selecting by Route.
9/9/2004, Build 3.5.8.5972
Added
a user-defined query that, when it exists, is automatically
executed every time a Client record is saved. The new query
can be used to automatically populate the URN or to
ensure that a user-defined entry is appropriately populated
based on other fields in the record.
Added
the ability to limit line items on the Delivery Route Sheets
to the items for a specific meal (utilizing the Meal
drop-down list in the Edit Meal Items screen). This
requires an updated Delivery Report (or a minor modification
to an existing Delivery Report) for the functionality to become
effective.
Added
the ability to copy an Individual's name and address to the
clipboard (similar to the previously existing functionality
of being able to copy a Client's name and address to the clipboard).
An Individual's information can be copied to the clipboard by
using the speed-key combination of Control+Alt+I, or by selecting
Copy Individual Name and Address from the context menu.
Added
the ability for each user to define their preferred report for
each of the following report dialogues: Delivery, Counseling,
Alerts/Follow-Ups and Agency reports. The report preferences
are set in the Configuration screen, on the User Preferences
tab.
On the
Biographic Info tab, changed the second of the user-defined
edit fields to a drop-down box. As before, there are no restrictions
on what may be entered. But now, the drop-down list can be populated
with the most common entries.
Added
a Number in Household field to the Biographic Info
tab.
Added
a Housing/Living Arrangement field to the Biographic
Info tab. This field uses a drop-down list, but data entry is
not restricted to entries appearing in the list. The field occupies
the same on-screen location as the Credit Card fields,
therefore the use of the Housing/Living Arrangement
and Credit Card fields are mutually exclusive.
An additional
15 health assessment fields have been surfaced in the query
designer.
Added
five context menu choices to the Set Custom Items dialogue.
The new choices are Shift-F1, Shift-F2, Shift-F3, and so on.
Pressing Shift-F2 will now select Service 2 (for example. You
must know the Service ID for the Service you are selecting.)
Using these key combinations is faster than displaying the Select
a Service dialogue and selecting a service from the drop-down
list, but that method can be used if the Service ID
isn't known.
The Cold
Bag Code in effect at the time of delivery is now stored
with each Client's Delivery record.
The Prepare
Deliveries screen should retrieve previously saved deliveries
faster in this version.
Several typos have been corrected.
On the
Prepare Deliveries screen, the Save As button
is now properly enabled after populating the screen with previously
saved deliveries.
On the
Prepare Deliveries screen, fixed the error generated
when editing a client's route if the screen had been populated
with previously saved deliveries (and no delivery dates had
been prepared in the normal fashion).
Resolved
the error that might be generated if the Add New Client
button was clicked immediately after deleting a client record.
In the
New Client wizard, the Cold Bag drop-down
list is now appropriately visible or not, depending upon the
visibility of the Cold Bag drop-down list on the Service/Diet
tab of the main Client screen.
7/27/2004, Build
3.5.8.5898
The Auto-Create
Scheduled Deliveries feature now allows for creating deliveries
for a service other than the Client's regular service. This
facilitates creating calendar-based deliveries which, for example,
might be funded by a different funding source than the Client's
regular service.
Default
delivery items can now be assigned to services other than the
Client's regular service. This feature is so that default items
can be assigned to a service which might be delivered using
Scheduled deliveries, for example those created using the new
Auto-Create feature. The alternate service can be chosen by
right-clicking in the Set Custom Delivery Items dialogue
and choosing Select Service from the context (pop-up)
menu.
When
preparing and saving deliveries, when limiting the reports to
selected routes there should no longer be a limitation to the
number of routes that can be selected.
When
creating a new Household, if the Client's last name
and address are both empty the new Household name now
defaults to 'New Household' rather than being blank.
This
version requires a new copy of the file dclusr60.bpl, and it
is included in the current download.This file should normally
reside in the same location as the MealService
executable file (MlSvc.exe)
This
version corrects an issue which surfaced very intermittently
when printing Delivery reports and the user was limiting the
report to one or more services.
Removes
the Ancestor for 'BitBtnClearAll' not found. message
which was displayed in the Household Member dialogue
when migrating delivery status changes from one household member
to another.
7/21/2004, Build
3.5.8.5889
This
version adds a Household wizard to facilitate adding a Client
to a new or existing Household.
There
are additional hints available to the user in the Manage Households
and Manage Household Members dialogs.
The Follow-Up
detail reports have been added to this version.
7/9/2004, Build 3.5.8.5868
Added
a Delivery Item type which requires confirmation before
it will be included in any deliveries which use it that day.
For example, a supplement might only be delivered once a month.
It can be assigned to the client, but would only be included
when, at the time of saving the deliveries, the user indicates
that supplements should be included.
The Modify
Meal Items button is now more consistently bolded (for
example, it is bolded immediately after creating a custom delivery
for a Client, rather than after navigating in the Clients table).
Added
several new fields to the Query Builder: Confirmation
Required field for Meal Items, Reminder-related
fields in the Notes table, and all fields in the Reminder Recipients
table.
An hourglass
cursor is now displayed after imposing a filter and until all
matching records have been retrieved from the Clients table.
7/2/2004, Build
3.5.8.5800
The
user is prompted to save the changes prior to creating a URN
if the Client record is being edited at the time of triggering
the URN utility.
Added
the User-Defined Checkbox field to the All Clients
Intelligent Browse.
Added
the Organization field to three of the Intelligent
Browses.
Added
Pediatric AIDS to the AIDS diagnosis drop-down list.
Added
Haitian Creole, Portuguese, and Crioulo to the languages in
the Language drop-down list.
Adjusted
several screens so that scroll bars are not required to view
those screens under Windows XP.
Fixed
a bug that was preventing Alert Recipients from being
removed when deleting a Client record.
7/1/2004, Build 3.5.8.5794
Fixed
a number of issues resulting from Refreshing Lists when the
visibility of components had been changed and the MealService
window was set to a size other than 600 x 800. Selecting Refresh
Lists will now restore the window to its default size of 600
x 800 before setting the visibility of various on-screen components.
The Delivery
Directions field now fills all allotted space when the
Cross Street field is set to be visible and the window
is sized beyond 600 x 800. Similarly, the Cross Street
field will not be hidden when it is set to be visible and the
window is sized below 600 x 800.
The delivery
items in the Print All report now print in the proper
day sequence.
The Mental
Health Diagnosis field was widened to 50 characters.
Fixed
a bug in the Print All and Single-Client Delivery
Directions reports which was preventing them from printing.
Fixed
a bug which, under circumstances, prevented the enabling of
the OK button in the Auto-Scheduler.
6/17/2004, Build
3.5.8.5749
This is primarily a maintenance release, resolving various issues
with the newly introduced Auto Scheduler functionality:
The Auto-Scheduler
will no longer create deliveries beyond a Client's Stop Date,
if one has been entered.
The Auto-Scheduler
now creates more than one Monthly delivery when deliveries are
being limited by the number of deliveries rather than the ending
date.
The Auto-Scheduler
will now stop attempting to create deliveries if it has not
completed its task after 365 tries.
The Auto-Scheduler
will now recognize the cancel button's being clicked while it's
creating deliveries.
Fixed
a rounding problem when calculating ages in the Intelligent
Browse.
6/14/2004, Build
3.5.8.5721
A log
entry is now created every time a user logs into or out of MealService.
This
version introduces the ability to automatically create a batch
of Scheduled or Episodic deliveries.
There
is now a dialog for viewing all of the Clients related
to an Individual, on the Individuals maintenance
screen. This should make it easier to manage each Individual's
specific relationships. Double-clicking on one of the Clients
in the list will navigate to that Client on the main
Client edit screen.
The
Alerts and Follow-Ups dialog was introduced. The dialog
is used to create and manage follow-ups and reminders. The reminders
can be user-specific, or can be assigned to a Department.
The user is reminded upon logging into MealService
if he or she has a follow-up due that day. The browse view of
the follow-ups is color-coded to indicate age of the follow-up:
follow-ups due from today's date to 7 days in the past are highlighted
in yellow. Incomplete follow-ups older than that are in red.
A Client
pop-up Alert was added. The pop-up can be used to flag
critical information on a client, such as 'Client is blind'
or 'Client only speaks Spanish'.
Added
a SQL Execution utility to the Utilities menu.
The utility can be loaded with a SQL statement from the Queries
table, or a SQL statement can be typed or pasted directly into
the edit window. This utility can be used by those agencies
who wish to execute a user-defined batch process to be run on
an intermittent basis.
Added
the ability to copy a day's Special Meal specifications
to any additional dates for which the specifications have not
yet been set.
The Client
Application tab now makes more effective use of the screen
when MealService is maximized to a size larger
than the default size of 600 x 800 pixels.
Added
an upper-range check to the Birthdate field.
The upper range is now set to the current date, so that it is
not possible to accidentally enter a birthdate in the future.
Added
a fourth type of Alternate Address: a Mailing-Only
Address. There is presently no functionality attached to the
new address type, but it has been created to support a future
possible enhancement of exporting all mailing addresses (where
a mailing address might be different from a delivery address).
The last
two ini files which were being written to the Windows directory
have been moved to the Application Data folder.
Added
Follow-Up Completed and Blood Glucose Comment
to the Health Assessments table.
Made
the Client's second phone and second phone description fields
available in the Query Builder.
Additional
error-checking is now in place to ensure that an alternate address
can't be saved without the required Route having been
assigned.
Added
the User-Defined Checkbox (which appears on the Health/Nutrition
tab) to the Meal Deliveries Intelligent Browse.
The Scheduled
Deliveries maintenance dialog now displays with the same
speed as which the Episodic Deliveries window displays.
The User-Defined
Reports now properly go directly to the printer when printer
is chosen as the destination, rather than to the screen.
Fixed
a bug in which a Client's Funding Source might not
be saved (which might then prevent subsequent edits of the funding
source) when switching to a Browse view immediately
after making changes to the Funding Source.
Fixed
a bug in which, if Delivery Consolidation was enabled,
the first client receiving a delivery each day would receive
his own items as well as the items from the last person of the
day before.
Resolved
an issue where, when changing the Nutritional Fields
visibility, a message might be displayed indicating that the
record had been changed by another user.
Resolved
an issue with the Custom Delivery Items dialog where
a message might be displayed indicating that a record had been
changed by another user.
4/23/2004, Build
3.5.7.5223
Added
the ability to copy the current Client's name and address to
the clipboard. The address is formatted to the appropriate international
layout using the Configuration's geographic region setting.
This new functionality can be called from the right-click context
menu or by using the speed key combination of Control-Alt-N.
The utility
that resets the First Contact Date now removes the
First Contact Date for all clients (as it did before)
and then, for all Active clients, now inserts the current
date as the First Contact Date.
Fixed
a bug so that the Range Error message is no longer
displayed when running the Episodic Events to be Credited
utility.
- 4/21/2004,
Build 3.5.7.5209
- Added an option
so that if a client receives more than one delivery on a
given day (for example, both an ongoing and a scheduled
delivery) then the deliveries can be treated as one consolidated
delivery for labeling purposes. Due to this change, a revised
label which includes client preferences is required (PreferencesLabel.rtm).
- On the Delivery
Preparation screen, added the ability to retrieve the last
previously saved set of deliveries for a selected date.
This is so that, for example, maps can be created for a
specific date at some point after the deliveries were first
prepared and saved.
- Added a pop-up
menu to the Household Members dialog, with Control-Key shortcuts
for all of the choices on the menu. This allows the dialog
to look up a household member and be closed without having
to use the mouse.
- Added the ability
to print out the list of clients on the Active Clients
with Stop Dates and Inactivate Stopped Clients
utilities.
- When changing
a client's Status from Inactive to Active a confirmation
dialog is now displayed before finalizing the change.
- Fixed a bug
that prevented the client's diet description from appearing
on the One Client Delivery Directions report, if the report
were run after preparing a set of deliveries.
- 4/18/2004, Build
3.5.7.5166
- Day-specific
items to be delivered were added to the Single Client
Delivery Directions report for both a Client's permanent
address and all override addresses. Choosing which report
template is installed will control whether the line items
appear on the report, or not. The template name ending in
040415 includes the line items. If that template is not
found, then the template name ending in 040406, which does
not include the line items, is loaded.
- The Single
Client Delivery Directions report now also has a speed-key
combo: Control-D will bring up the dialog from both the
main client screen as well as the Address Override
screen.
- A bug was corrected
in which, if an Episodic or Scheduled Delivery
had been started but was incomplete (which is an error condition)
and the Add New Client button was clicked there
was no way to return to the Episodic Delivery to
correct the error condition.
- 4/14/2004, Build
3.5.7.5133
- Added a Unique
Record Number (URN) field. This field can be populated
automatically by use of the shortcut-key-combination Control-Alt-U
(or by selecting 'Populate URN' from the Client screen's
pop-up menu). The URN is calculated using the organization's
specifications. This URN is often defined by and/or required
by some funding or reporting agencies.
- Added the ability
to edit and customize certain System SQL queries, such as
the one used to generate a user-defined Unique Record
Number.
- The Special
Meals diet codes are now updated as part of the Diet
Modification Delete/Rearrange utility.
- Added the ability
to rename the menu entries for the five User-Defined
Reports.
- Added the ability
to delete a Client's delivery credits for a specific date.
This functionality is accessed through the existing Delete
Delivery Credits utility.
- If a Filter
is active on the Clients table when double-clicking on a
Household Member entry in the Household Members
dialog (i.e., to locate that Household Member)
then the filter will be automatically inactivated (otherwise,
if the Household Member being located did not match
the filter, the Member's record would not be located.)
- The meal items
in the drop-down list are now sorted alphabetically in the
Default Items for a Service and for the Custom
Items for a Client dialogs. The drop-down lists now
auto-complete, as well.
- The Special
Meal Qualification edit screen now uses the Special
Abbreviation if the Special Label is empty.
If the Special Abbreviation is also empty, then
it uses the default names for the two special meals.
- Added a reminder
when creating an Address Override for a Household
Member. The reminder alerts the user to create an Address
Override for the other Household Members,
if needed.
- Added the Client's
diet to the Single Client Delivery Directions
report. Modified the layout of the report to more closely
match that of the regular Delivery Directions report.
A new report template is required for this version of MealService:
OneClientDeliveryDirections040406.rtm.
- Added a Delivery
Directions report to the Address Overrides
maintenance screen. The report can now be printed for a
selected alternate address. A new report template is required
for this version of MealService: OneClientOverrideDirections040406.rtm
- The 31-entry
limit is now enforced on the check-box lists which are populated
by typing into a list (as opposed to creating entries in
a table).
- The User-Defined
fields are now consolidated on one page in the System
Configuration dialog.
- The EpisodicDeliveries
table is now checked before allowing the deletion of a Service
which may be in use by an uncredited delivery.
- There is now
error checking in place when crediting walk-ins to verify
that all Service IDs are valid.
- Fixed a Range-Check
error which was being generated upon launching the Delete
Delivery Credits utility.
- 3/30/2004, Build
3.5.7.4946 with Plug-In Support (version without Plug-Ins not
available in this release, or any subsequent releases)
- Removed the
Scheduled and Episodic Deliveries maintenance
functionality from within a transaction. This will prevent
other users from the possibility of being locked while scheduled
deliveries are being edited.
- Resolved an
issue where the Scheduled and Episodic Deliveries
maintenance windows would consistently open to a date in
2002.
- Fixed a bug
in the mapping functionality of the Order Stops by Route
utility. Prior versions would generate an error if all Clients
in a route were mapped followed by selected Clients in a
route (or vice versa).
- 3/25/2004, Build
3.5.7.4917 / with Plug-In Support Build 3.5.7.4924
- The Diet
Modification Delete/Rearrange utility now modifies
the diet codes in the MenuMaker tables,
if they are installed.
- Resolved an
issue in the Configuration utility where, if the
Recertification screen components were set to be
invisible and a value greater than zero had been entered
in the Number of Weeks until Recertification field,
then a notice that the Number of Weeks until Recertification
needed to be set to zero was displayed multiple times Also
resolved an issue where a notice was displayed indicating
that the Recertification Date had been set to invisible
even when it wasn't.
- Resolved a critical
error which would keep MealService from
launching if MapPont was not been installed on the user's
computer.
- 3/23/2004, Build
3.5.7.4898 / with Plug-In Support Build 3.5.7.4897
- Added a Cross-Street
field to the Clients table. The new field, when visible,
appears under the Client's Delivery Directions.
It is also visible in the Order Stops by Route
utility.
- The Order
stops by Route utility has significant new functionality.
- The utility
can now be used to order Routes other than
the Client's Default Route. For example, the
Routes for Monday can be selected, in which
case if a client has a Monday route assigned it is used,
if not, then the Default Route is used. This
change accommodates those organizations who have elected
to use day-specific Routes in addition to the
Default Route.
- The utility
now visibly groups the data by most fields, when sorted
on a field. For example, if sorted on Cross Street,
the data is grouped by Cross Street.
- The utility's
window now remembers its position from use to use.
- An export
from the utility has been added: The contents of the
grid can be exported to one of three file types (similar
to most other grid exports in MealService).
- Prior versions
restricted editing of the Routes to when the
view was sorted by selected columns. The grid can now
be sorted on any of the columns and still be
editable.
- On the Scheduled
and Episodic Delivery Maintenance screens
the Show custom delivery items button in the grid
(the '+' sign) is now hidden if a delivery does not have
any custom items assigned to it. These forms now also remember
their screen position from use to use.
- The Credit
Card number field is now more flexible in terms of
where account number spaces may be entered. This is to accommodate
the very wide variety of British account number formats
(such as Switch and Solo).
- The location
of the User Preferences ini file has been changed.
In prior versions the ini file had been written to the local
Windows directory. For those using Windows 2000 and later
it is now written to the Application Data folder
belonging to the user logged onto the machine. Prior to
launching this new version, if using Windows 2000 or later
(and you wish to preserve any customized settings, such
as the ordering of columns in a grid or preferred windows
locations) then you should move the existing ini file. The
file is named MealSvc.ini and is currently located
in the C:\windows directory. You should place a copy of
that file in the following folder: c:\documents and
settings\[User Name]\Application Data\MealService\
where [User Name] would be the name with which
you log onto your computer.
- A Client
Contact Summary View is now available on the View
menu. In the Summary View, the telephone calls
that are summarized are based on Client Notes,
where phone, phn, or call appears
in the Note Category.
- This version
modifies many of the diet-related fields in the Selections
and Menu tables (if they exist) when using the
Diet Code modification utility.
- All windows
and forms should now properly display under Windows XP without
requiring scroll bars.
- Fixed an issue
with the Delivery Reports where members of a household did
not always print out adjacent to each other.
- Fixed a bug
which would generate an error message when displaying the
Episodic Deliveries Maintenance or Scheduled
Deliveries Maintenance forms if the current date was
later than the Client's Stop Date.
- This version
requires an updated copy of the PlugInInterface.bpl and
DCLUsr60.bpl files (for those using the version of MealService
which supports plug-ins).
- In lieu of running
the Table Updater, the following field can be manually
added to the Clients table
- Clients
table: Cross_Street, String, length: 25
- 3/5/2004, Build
3.5.7.4827 with Plug-In Support (version without Plug-Ins not
available in this release)
- The Bio
Information tab is now completely customizable to the
extent that every edit field can be turned off by the agency
if they do not wish to use it. Several other tabs have selected
fields which can be hidden.
- Integration
with MapPoint for geographic regions other than the United
States now utilizes the Postal Format selection
for determining which geo-political region to use for the
map.
- When MapPoint
is launched by MealService the Route
Planner pane is now automatically displayed.
- Client invoices
or pledge reminders can now be sent to a secondary
Bill-To address. The Bill-To recipient
is defined by creating a Relationship of the type
Bill-To.
- The speed of
the client bill export process has been dramatically improved.
- The order and
width of the columns in the grid views of the Client
Application Documents and Conditions can now
set according to the user's preference. The grid column
headings need to be displayed in order to drag and reorder
the columns. To temporarily display the column headings
select Display Application Column Headings from
the context (right-click) menu.
- There is now
validation in place to verify that a UK postal code has
been entered in the correct format.
- Credit card
fields have been added to the Clients table, enabling
the storing of a Client's credit card number and other card-related
details. There is error-checking in place to verify that
a card number has been entered correctly and that is is
a valid number.
- Several changes
were made to the Add New Name dialog. The phone
field formatting now exactly matches the formatting of all
other phone fields in MealService (appropriate
to the default geo-political region). The client's name
that is entered for searching is now treated so that matches
will be found even if the text has spaces in front of it.
When adding a new client, if the name is not found in the
database the user is now asked if the name should be added
as a new entry.
- Added an additional
error trap to validate the Service ID when preparing
deliveries.
- In addition
to the existing selections, Home and Work
are now available as choices for the label of the Client's
Primary Phone.
- The Alternate
Address button on the Episodic Deliveries
screen is now in bold if there is an overridden address
valid for a future date (so that it matches the behavior
of the Alternate Address button on the Ongoing
Deliveries screen).
- An additional
selection is available when printing labels. Any special
meal (i.e., Either Special Meal One or Special
Meal Two) is now an option, in addition to previous
mutually exclusive selections of Special Meal One
or Special Meal Two.
- When printing
labels, if more than one label is required for any of the
delivered items the replicated labels print adjacent to
each other in the print run now, rather than printing one
set of labels followed by additional sets containing the
duplicate or triplicate labels.
- Upon closing
MealService, the software is now more thorough
in checking for any unsaved edits.
- Any unsaved
edits are now forced to be saved or cancelled immediately
prior to searching for and/or adding a new person to the
database.
- The Relationship
screen is now more intuitive. When creating a new Relationship
the user is prompted to select the related individual by
using the Individual look-up dialog.
- The Intelligent
Browse now properly identifies a client's HIV status
as unknown if the HIV Status field is null (it had been
defaulting, improperly, to HIV+).
- Delivery reports
can now be limited to multiple selected services, if desired.
Prior versions of MealService would limit
output to only one service per report, if a limitation by
service was selected.
- The complete
Version Information is now visible on the Splash Screen
when launching the Plug-In version of MealService.
- When deleting
an entry in virtually all of the supporting tables (i.e.,
Services, Routes, etc.) the deletion is
now allowed but a warning message is generated if existing
delivery data may be left with unidentified data due to
the deletion of the selection.
- The number of
User-Defined Reports hosted on the main menu was
increased from two to five.
- The table for
accumulating Special Meal flags when preparing
deliveries has been changed from a memory table to a temporary
disk-based table. This change was made to help lower the
memory requirements for older PCs.
- Under certain
circumstances the Alternate Address button would
have been in bold even if there were, in fact, no future
alternate address. That has been fixed.
- An intermittent
access violation error when printing the All Information
on a Client report has been resolved with this release.
- 1/18/2004, Build
3.5.7.4550 / with Plug-In Support Build 3.5.7.4549
- This version
introduces charting capability. The first chart available
is one which displays the number of meals delivered, by
day and by Service. The chart is accessed via the
Reports > Analyze > Charts > Meals by Service
Over Time menu selection.
- The Primary
Phone description, Race, Income Category,
Language, and Marital Status entries can
now be cleared so that they can be restored to a blank state,
if needed.
- Added Italian,
German, Russian, Polish, Czech, Chinese (Cantonese), Chinese
(Mandarin), Korean and Japanese to the list of available
languages. An updated All Information on a Client
Report is required to display the new languages.
- Modified the
All Information on a Client Report so that that
many labels are now hidden if the respective data is missing.
Added Number of Children and Number of Children
Receiving Meals to the same report. The same updated
All Information on a Client Report that is required
to display the new languages is also required to display
the new Child counts.
- Added HIV
Status and Income Category to the Summarized
Demographic Meal Count report. A new version of the
report template named DemogMlCt040109.rtm is required
to display the two new fields.
- Created a new
report which lists those clients who are assigned a selected
diet restriction. The report is available under the menu
choice Print > Reports > Other Reports > Clients
by Selected Diet. The report template DietsInUse.rtm
is required to run this report.
- Made two user-defined
reports accessible from the MealService
main menu. Each report needs to be created using the Report
Designer. Rather than having to subsequently access
the report(s) from the Report Designer, however,
the user-defined report(s) can be accessed from the main
menu. To do so, the report created using the Report
Designer needs to be saved as a file-based template
(File > Save to File) with the name of either
UserDefinedReport01.rtm or UserDefinedReport02.rtm.
- Fixed a logic
error in the Recent Stops report which caused some
Stop Dates to be included in the report which should
not have been.
- In the Household
Members' Migrate Delivery Information dialog added
the Days of the Week for Deliveries to the information
displayed.
- The Edit
Funding Sources dialog now properly formats international
phone numbers and postal codes.
- The Invoice
Clients mail-merge dialog now allows invoicing clients
for client pledges. The pledges can be either per item or
per time period.
- The Delivery
Verification utility now takes Scheduled deliveries
into account when verifying whether an Ongoing
Client would receive a delivery on a given date. The utility
also now displays the day of the week for the selected date.
- Modified the
logic supporting the New Client Demographics Report
so that it recognizes Dependents whether they have
been identified using the .1 Client ID notation
or by using the Dependent check box. Fixed a bug
in the same report so that Dependents are identified
as Depend rather than Y.
- In the Special
Meals dialog, if Selected Diets is the option chosen
but no diets are specified, then a warning message now alerts
you to that situation when closing the window.
- In the Label
Selection Criteria dialog, if the agency has only one
Special meal defined then the software, when printing
labels, defaults to Special Meal as the selection.
If two Special meals have been defined, the software
now defaults to Print All Labels rather than Special
Meal.
- Added Suspensions
to the list of tables available for archiving in the Archiving
utility.
- Modified the
procedure that executes when the temporary usage time limit
has been reached. The About window is now launched
automatically so that the License Key, if one has
been obtained, can be entered.
- Modified the
Address Override logic to utilize a client's Person
ID rather than the Client ID.
- Fixed a bug
in which, when assigning a Scheduled Delivery,
an error might be generated if the current date is prior
to the Client's Start Date.
- Fixed a bug
which caused Application Documents to be duplicated
if an edit was made to an existing Application
and a new Application was then created without
first saving any changes to the original Application.
- Fixed a bug
in the Archiving utility which prevented the utility from
functioning when using a Client/Server connection.
- New or revised
report templates included in this release
- All
Information on a Client (revised), PrintAll.rtm
- Summarized
Demographic Meal Count (revised and renamed), DemogMlCt040109.rtm
- Clients
by Selected Diet (new), DietsInUse.rtm
- 12/15/2003,
Build 3.5.7.4345 /
with Plug-In Support Build 3.5.7.4344
- A delivery can
now be identified as Complimentary (referred to in the software
as Comped), so that it is not counted for billing
and invoicing purposes.
- There are now
validation checks in place to prevent assigning a delivery
as undelivered more than once, and to prevent an undelivered
meal as being comped.
- In addition
to the existing entry under Client History, the
status of a delivery (Missed, Excused, Comped)
is now visible on the Client's Recent Deliveries
screen.
- In addition
to the exporting of delivery data to Streets & Trips
for routing purposes, MapPoint can now be controlled directly
from within MealService for route planning
purposes. When the option Integrate with MapPoint
is selected, MapPoint is launched automatically and a new
route created, populated with the clients on the selected
MealService route(s), and the directions
automatically obtained.
- Arbitrary addresses
can be selected on the Daily Delivery screen and
sent to MapPoint or Streets & Trips. Prior to this change,
only entire routes could be sent. With this new functionality,
multiple addresses can be selected by either shift-clicking
or control-clicking.
- As with the
Daily Delivery screen, arbitrary addresses can
be selected on the Order Routes by Stop utility
and sent to MapPoint or Streets & Trips.
- Added a number
of fields to the Funding Sources table to enable
third-party billing, such as Billed Party, Funder
Address, Funder Contact, etc.
- Added a pop-up
window which locates an Override Address on a map
(similar to the map provided for permanent addresses). This
functionality is accessed from the context (right-click)
menu on the Address Override screen.
- The Address
Overrides button on the episodic deliveries tab is
now properly disabled if alternate addresses have been disabled
at the System Configuration level.
- On the Client
Applications tab, double-clicking the Application
Comment field will pop up a larger window, facilitating
reading or editing the entire comment.
- When using the
New Client dialog, after adding a new name to the
database the new client record is now the selected item
rather than the first name in the list being the selected
item.
- Added an additional
status-change History message: if a Client's delivery
days are changed, a message is stored which will list the
delivery days before and after the edit.
- Eliminated the
duplicate This client's frequency is other than that
of their service message when using the Activation
Wizard.
- Created a version
of the Daily Run report which applies the preferred
font size for delivery directions to all alternate address
directions. There is also a version of the Daily Run
report which suppresses the divider line between members
of the same Household. If members of a household
are adjacent on the report (that is, they share a stop number
or are in stop-sequence order) the divider line between
the members is eliminated. This creates a visual reminder
that more than one household member is at a given stop.
- Added a pop-up
window to the Daily Delivery Preparation screen.
Double-clicking will pop up a window displaying the selected
client's address and delivery directions.
- Added the Diseases
and Client Diseases tables to the Query Builder
interface.
- Made available,
on the Daily Labels, the specific dietary restrictions
which qualify the client for that day's Special
meal(s). A new Daily Label is required to take
advantage of this capability.
- Open-ended alternate
addresses are now allowed. Prior to this change, an expiration
date was always required for alternate addresses.
- The date of
a Client Application is now editable. This allows
arbitrary reordering of the applications, if it's desired
that a particular application appear below or above another
(since the applications are sorted by date).
- The default
number of days in advance for which deliveries are prepared
is now an agency-definable parameter. For example, if the
agency normally prepares deliveries three days ahead, then
the Preparation Date will default to that value
(that is, a date three days in the future). The lead time
is set under Edit > Table Maintenance > Configuration
> Meal Deliveries > Delivery Advance Preparation Days.
- Dates are now
formatted consistently throughout the application. There
were a few inconsistencies where the application did not
respect the localized setting for a date (i.e., whether
it should be MM/DD/YYYY or DD/MM/YYYY).
- Modified the
UK phone template to accommodate the multiple formats of
telephone numbers that exist in the UK.
- There is now
a utility for deleting and rearranging Funding
Codes similar to that which exists for Diet
Codes.
- On the Intelligent
Browse, resolved a rounding issue in which client's
ages could sometimes be rounded up. For example, someone
at the age of 39.6 would be displayed as 40.
- Fixed a bug
which allowed the creation of duplicated Funding Codes.
- Fixed a bug
in the Reorder Diet Codes module where, if a diet
was moved using an Up or Down button,
the Save Changes button did not recognize that
a change had been made and therefore was not becoming enabled.
- Resolved an
issue where, if clients had meals charged to more than one
funding source, the client was counted multiple times in
the Meals Intelligent Browse.
- Fixed a bug
where, if more than one route was being sent to MapPoint
for routing, the data was sorted by Stop order
irrespective of the Routes. The data is now properly
sorted by Route and then by Stop.
- Fixed a bug
where, in Health Assessments, the client's age
was calculated using the current date rather than the Assessment
date.
- Fixed a bug
in the Migrate Household Info dialog. If a household
member did not have a service assigned that member would
not show in the list of household members to which changes
should be migrated.
- 10/24/2003 Build
3.5.6.4055 / with Plug-In Support Build 3.5.6.4054
- The behavior
of setting custom delivery items for Scheduled
and Episodic Deliveries now mirrors that of the
client's custom delivery dialog. That is, the default delivery
items will be visible until the delivery is customized,
at which time only the custom delivery items are visible.
- Added a Recent
Stops report, which lists those clients who have been
removed from delivery-eligibility status (due to stopped
status, a suspension, etc.) since the delivery data was
last saved. The report is launched from the Reports
> Print > Delivery Reports > Recent Stops and Suspensions
menu choice. The report file is available in both the current
application download and in the 2003 New Report files download.
- The Edit
Scheduled Delivery Items button is now properly disabled
if there are no Scheduled Deliveries for the selected
client.
- Fixed a bug
which duplicated Client Application Documents and
Conditions under certain conditions.
- Fixed a bug
which prevented the customized items dialog from being displayed
for Episodic Deliveries.
- 10/21/2003 Build
3.5.6.4032 / with Plug-In Support Build 3.5.6.4033
- The Percent
of Usual Weight is now calculated using the Usual
Weight in the assessment, if it exists, and if not,
the Usual Weight in the client record.
- Made the new
client disease format available to the Health report.
- Added a Reset
First Contact Date utility, for those organizations
which track a client's first contact by fiscal or funding
year.
- Resolved an
issue with exporting to MapPoint or Streets
& Trips from the Order Routes utility
when using the Client/Server engine.
- Fixed the cause
of an error message which was displayed when generating
Cold Bag codes for unique diet combinations used
by clients. The error would be generated when one of the
unique combinations was the absence of all diet restrictions.
- 10/19/2003, Build
3.5.6.3975 / with Plug-In Support Build 3.5.6.3976
- When the Service
for an existing Application is changed, the associated
documents and conditions are no longer
automatically deleted. The user is now presented with a
confirmation dialog which asks if the existing documents
and conditions should be deleted. The dialog is
presented upon saving any changes to an existing application
(rather than at the time the service drop-down
list is changed).
- Individual Conditions
can now be added to an existing Application by
using the context menu (similar to how documents
had already been able to be added to an existing application).
- Individual Conditions
can now be deleted from an Application by using
the context menu (similar to how documents had
already been able to be deleted from an application).
- Modified the
Client Application tab to accommodate four simultaneously
visible documents and four conditions.
- Made an All
Information on a Client report available which eliminates
many blank lines in the Application Documents and
Conditions sections, and also fixes an issue where
all of the Client Documents may not print if a
Client has more than one Application on
file.
- Fixed a bug
in which the change of Service on an Application
would not be triggered if the Application's Service
was changed by using keystrokes rather than by clicking-and-dropping-down
the list of services.
- 10/16/2003, Build
3.5.6.3950 / with Plug-In Support Build 3.5.6.3951
- This is primarily
a maintenance release which fixes several issues with data
related to a client's Funding Source, if the data
was migrated from an external source and was not generated
by using MealService in a normal course
of operation.
- In addition,
better error checking is in place for the Client Funding
Source user interface so that client funding records
can't be created which do not actually have a funding source
specified.
- 10/16/2003, Build
3.5.6.3934 / with Plug-In Support Build 3.5.6.3933
- Episodic deliveries
are now supported in the Delivery Verification
utility.
- One less click
is required in the Delivery Verification utility.
Now, simply changing the verification date triggers the
verification process.
- The main window
(and several other 600x800 resolution windows, such as the
Client Browse) now retain the last position and
size from one running of MealService to
the next.
- Under Health
Assessments, BMI (Body Mass Index) is now
calculated automatically when a height and weight are present
for a client. This is presently only calculated when the
postal format is set to the United States. The equivalent
localized equation will be added in an upcoming version
for Canada and the United Kingdom.
- Added a Viral
Load Comment to Health Assessments, for those
situations where a viral load is not a number, such as Undetectable.
- Converted BMI
from a whole number to one allowing decimal digits.
- On the Individuals
screen, the Secondary Phone description now properly
auto-populates based upon the first few letters typed.
- Widened all
telephone number fields to allow for a 5-digit telephone
extension in the United States and Canada and a 4-digit
extension in the United Kingdom.
- The Client
filter, if one is active, is now temporarily disabled when
using the Add New Client function. This prevents,
if a filter had been in effect, the occasional Person
not found message when adding a Client ID
to a newly added name. The filter is restored upon closing
the Add New Client dialog.
- Support has
been added to the Daily Delivery Report making
the Clients' Language, Gender, and Handicapped
Status available for use on the report.
- 10/6/2003, Build
3.5.6.3882 / with Plug-In Support Build 3.5.6.3881
- Added support
for a second Special Meal each day. The specifications
can be set either by using the Edit Special Meals
dialog (accessed from the Edit > Special Meals
menu) or by specifying the special meal at the time of saving
the delivery data.
- Added the ability
to select labels, at the time of printing, based upon the
new second Special Meal flag.
- Added the ability
to customize the name of the meal that is flagged as Special
on the Delivery reports.
- Modified the
Daily Labels so that a flag is visible for any
client who requires either of the Special Meals.
- Modified the
Daily Delivery Report so that a flag is visible
for any client who requires either of the Special Meals.
- Fixed a bug
when generating a dependent Client ID in which
clients who were members of households, incorrectly, would
not be listed as possible guardians.
- 10/3/2003, Build
3.5.6.3867 / with Plug-In Support Build 3.5.6.3866
- Added the ability
to enter the specifications for a day's second Special
Meal, either by using the Edit Special Meals
dialog (accessed from the Edit > Special Meals menu)
or by specifying the special meal at the time of saving
the delivery data.
- Added the ability
to select labels based upon the second Special Meal
flag, such as those clients flagged as needing special meal
two or those with a diet restriction but are not flagged
to receive special meal two.
- Made two reports
available (Daily Run and Daily Labels) which flag a client
who requires either a Special Meal One or Special
Meal Two.
- Fixed a bug
in which, when generating a dependent Client ID, clients
who were members of households would not be presented as
candidates for guardian of the dependent.
- 10/2/2003, Build
3.5.6.3849 / with Plug-In Support Build 3.5.6.3848
- The Client's
Set Custom Items screen now shows, for those days
where no custom items have been assigned, the default items
for the client's service for each day.
- Added the ability
to create Cold Bag Codes which are related to,
but separate from, the primary diet code. Cold Bag Codes
can be used to identify the type of cold meal or beverages
to accompany the hot entree, if the cold bag is not personalized
with a client-specific delivery label.
- Added a Contractual
Start Date (with no functionality as of this time.)
- Added several
additional fields (Service, Status, Default Route, Start
and Stop Dates) to the View Household Members
screen which is generated after making a delivery-related
change to a member of a household. This should facilitate
the decision as to whether the changes should be migrated
to the respective household members.
- After making
a delivery-affecting change, the View Household Members
message is now only generated if the client is a member
of a household in which there are members other than the
client.
- Extended the
UK phone and postal formats to overridden addresses.
- Removed the
requirement to assign a Stop number to overridden
addresses. A Route is now the only overridden address
field that must be populated.
- Date checking
has been added to the Address Override screen.
The screen will no longer allow an Effective Date
to be later than the Expiration Date, or for the
Expiration Date to precede an Effective Date.
- The label on
the Alternate Address button is now in bold when
an alternate address exists for a client for any future
date.
- The label on
the Modify Delivery Items button is now in bold
when a client's items have been customized on one or more
days.
- On the Order
Routes by Stop utility, added the ability to reorder
stops using up and down buttons.
- Added a Boolean
(True/False) Weight Loss field to the Assessments
table and widened the Medications field.
- Added two new
Intelligent Browse screens: All Clients
and Health Assessments. Much work remains to be
done on both.
- Added several
new fields (Income, Income Category, Funding
Source) and summaries (Number of Deliveries,
Minimum, Maximum, and Average Income)
to the Meal Deliveries Intelligent Browse.
- Added several
new fields (Contractual Start, User-Defined
Checkbox, Dependent, Cold-Bag ID,
Cuisine ID, Preferences, Rural,
Handicapped, Insurance Info) to the Custom
Filter dialog.
- Added several
fields (Contractual Start, Cold Bag ID,
and Weight Loss T/F) and the Cold Bag Codes
table to the Query Builder.
- Fixed a bug
which prevented the Query Builder from successfully
retrieving data when using the Client/Server engine.
- 8/22/2003, Build
3.5.5.3754 / with Plug-In Support Build 3.5.5.3755
- This release
is primarily a maintenance release. It fixes a bug with
the Export to Streets & Trips functionality.
- 8/20/2003, Build
3.5.5.3739 / with Plug-In Support Build 3.5.5.3738
- When adding
a suspension to a member of a household, the user is now
given the ability to replicate that suspension among all
members of the household.
- When deleting
a suspension belonging to a member of a household, the user
is now asked if the same suspension should be deleted from
the other members of the household.
- Added a new
delivery label with the client's name, permanent address,
and items to be delivered.
- The All
Information on a Client report includes more information
on Client diseases.
- With this release,
all reports are available formatted for the A4 paper size.
- Modified the
Client edit window so that some controls align
better when the window is maximized and the monitor is set
to a resolution greater than 600 x 800 pixels.
- Fixed a bug
in which the Counseling Reports and Agency
Reports dialogs were not displaying the correct list
of available reports.
- Fixed a bug
in which the ZIP code lookup dialog was not properly displaying
the City and State information.
- 8/15/2003, Build
3.5.5.3672 / with Plug-In Support: Build 3.5.5.3671
- Added two additional
label selections when printing any of the delivery labels
- All clients
other those than receiving a Special meal
- All clients
with any diet restriction other than those receiving
a special meal
- Added the ability
to add or delete an individual document at the Client application
level.
- Fixed a bug
in which, when a client application was deleted the associated
documents and conditions may not have been deleted.
- 8/11/2003, Build
3.5.5.3648 / with Plug-In support: Build 3.5.5.3649
- Added the ability
to specify the Special Meal conditions without
having to prepare and save the data. Existing special conditions
can be edited and new ones created by following the menu
path Edit > Special Meals.
- Added the ability
to view System History, that is, entries in the
History table unrelated to a specific client. This
functionality enables viewing and filtering the History
entries made by system transactions such as deleting a client
record, saving delivery data, and crediting past episodic
deliveries. The History View is accessed
via the View > System History menu path.
- Modified the
Client disease drop-down list so that it is in alphabetical
order.
- Surfaced a missing
field (Special Label) in the Query Builder.
- Added several
new fields (insurance information, dependent, etc.) and
added the new client disease format to the All Information
on a Client report.
- On the All
Information on a Client report added the ability to
print and export to external formats (i.e., PDF, Excel,
etc.)
- Fixed a bug
which caused an error at the time of launching MealService
if the Needs Medical Intervention field had been
chosen to be visible in the Assessments dialog.
- Fixed a bug
in which, when reordering a client disease that had been
in edit mode, the disease was not properly reordered.
- On the Daily
Run Preparation screen, fixed a bug which allowed closing
the Save As dialog without having first specified
a list to which to save the delivery data.
- Fixed a bug
which allowed the creation of a member of a household without
specifying the member.
- Fixed a bug
on the All Information on a Client report which was
generating the message Invalid column name 'RecordID'.
- Fixed a bug
which generated an error when launching the Special
Meal dialog if a dietary restriction existed which
was missing its abbreviation.
- 8/6/2003, Build
3.5.5.3611
- Added the ability
to save a day's prepared deliveries to a list for use
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