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TRANSCRIPT
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Early Spring 2017 Magazine Release 7.3
Point of Service (Web)
Student Eligibility
Online Applications
Inventory
Menu Planning
Production
Management Team Work (& Time Clock)
Reviews
System
It’s No Secret…
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Early Spring 2017 Vol. 3 No 2
Cybersoft Technologies
4422 Cypress Creek Parkway Suite 400
Houston, TX 77068
www.primeroedge.com
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PrimeroEdge Food Service Solutions
PrimeroEdge Release Magazine
Copyright © 2017 Cybersoft Technologies, Inc.
All rights reserved. No part of this publication shall be reproduced,
stored in a retrieval system, or transmitted by any means,
electronic, mechanical, photocopy, recording, or otherwise, without
the written permission from Cybersoft Technologies. No patent
liability is assumed with respect to the use of the information
contained herein. Although every precaution has been taken in the
preparation of this magazine, Cybersoft Technologies assumes no
responsibility for errors or omissions.
Every effort has been made to make this magazine as complete and
as accurate as possible, but no warranty or fitness is implied. The
information provided is on an “as-is” basis. All changes made to the
product may not be reflected in this publication.
Disclaimer
Cybersoft Technologies shall have neither liability nor responsibility
for any loss or damages arising from the use of information
contained in this publication.
Personas and sample scenarios included in this publication are a
work of fiction. Names, characters, businesses, places, events and
incidents are either the products of the author’s imagination or used
in a fictitious manner. Any resemblance to actual persons, living or
dead, or actual events is purely coincidental.
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New
Patrons > Accounts: More Control Over Transactions
The user-role permission “Accounts – Transaction Adjustments” (Category:
Patrons) created in release 7.0 controls access to the “Adjust Transaction …”
button on the Accounts page.
The permission has been renamed to “Accounts – Transaction Adjust.” for reasons
you’ll soon discover!
And, now with this release you can allow one of your staff to add a Menu Item
(only) while another can remove a Menu Item (only) with two new user-role
permissions that work in tandem with the Accounts – Transaction Adjust.
permission.
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To independently control adding and removing Menu Items on the Adjust
Transactions popup, check Accounts – Transaction Adjust and check either
Accounts – Transaction Adjust. – Add –to enable Add button to add Menu
Items
Accounts – Transaction Adjust. – Remove –to enable Remove button to
remove Menu Items
Check both of the above permissions to allow a user to perform both functions.
Reimbursements
Special Assistance Programs: Configure Early
Now you can set up the next academic year’s groups and claiming percentages
before the start of the new year in July. A new wizard walks you through the
four step process.
1 Select the Special Assistance Program, the
level (site, district, etc.), and meal type(s)
2 Choose your program’s Base Year/Date and
enter Free and Reduced-Price meal eligibility
percentages for each meal type (Provision I or
II), or student numbers and ISP (CEP)
3 Enter Free and Reduced-Price meal
claiming percentages for each site
and meal type (Provision I or II), or
Qualified % and Free % (CEP)
4 Select the Base Year
starting and end dates
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History for the current or past years’ configurations is preserved and does not affect current
POS terminal activities. All completed configurations can be viewed by expanding the
individual listing on the Special Assistance Programs page. Below is an example for a
Provision II and CEP configuration.
Click to view the data entered for
each step–data cannot be changed
Click View in a meal type column to view the claiming
percentage entered for the school–data cannot be changed
Expand a program listing to view sites, Base
Year starting and ending dates, and claiming
percentages by meal eligibility type
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Reimbursement Rates: “State” Only for States
“State” tab now appears only for logins that access the Central realm. All other
logins will only see the “Federal” tab.
Reimbursement Claims
* New Export
Export has been created for upload of Oregon claim data.
* Export Updates
Now the export includes data for all Special Assistance Programs (CEP and
Special Provision) and applies the claiming percentages for each site based
on Meal Type and Claim Month; previously only CEP was included and the
MAX claiming percentage was used.
Daily Reports
Activity Report: Making Variance Clear
A report legend now appears on the last page of the report with the Summary
section. The legend lists formulas for the totals and calculations shown in the
Summary. Additional Income is part of the Calculated Cash total.
Patron Participation
* New Report Type option, “A La Carte” specifies to include Menu Items
categorized as A La Carte in the report when option is checked; all Report
Type options related to Menu Items (Meals, Second Meals, A La Carte) are
now checked by default.
* Report filters now include the new selection “By Homeroom” with a
corresponding Report Option to “Sort by: Homeroom”.
* When “Visiting Patrons Only” is selected for Serving Site in Report Type,
the new option “Exclude Combined Campus Visiting Students” appears;
checking the option specifies to not include visiting students from combined
campuses—only visiting students from schools other than combined
school(s) are included in the report.
Business Reports > Site Revenue: Label Updated
The French will be happ(ier)! Report labels now show “A La Carte” in place of
“Alacarte”.
Management > Meals Per Labor Hour: Updating Page/Report Labels
Column headers have been updated on the Meals Per Labor Hour page and report
to reflect “Full Time Employee” and “Part Time Employee”.
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Changes
Daily Reports
Edit Check / Edit Check Worksheet—multiple issues have been corrected:
* Comments shown in the Edit Check report now match those shown in the
Edit Check Worksheet.
* Enrollment counts now reflect correct values.
* Data is now consolidated, rather than placed on separate lines.
Patron Participation
* Corrected issue where “Reason” column would randomly not display an
eligibility code for a student.
* New Student sales with the same date and time were considered to be
duplicate records and were not included in the report count.
Patron Reports > Special Account—now adjusted records are no longer duplicated
in the report when “Daily,” (Date Range) “Principal,” (Patron Type) and “Detailed”
(Report Type) report options are chosen.
Reimbursements > Reimbursement Claims—corrected issue where the Claim
export and report were not generated for schools that do not serve Breakfast.
Management > Meals Per Labor Hour—corrected issue with calculation which
produced incorrect values in the Actual column.
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New
Administration > Direct Approvals
Direct Certification Notification
When a Direct Approval import results in matches, email text now includes
directions on how to display the matches.
Matched Student Count Info
A new tooltip appears in the Matched Students column header to clarify
situations where the Matched Students count shown for an import in the Direct
Approvals list does not match the count shown on View Direct Approval – File
Number #### (file details) page. Tooltip text:
“Matched Students count at the time of import. This number may
be greater than the file detail Matched Students count due to
students becoming inactive after the import.”
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Medicaid Eligibility
When adding new DC Medicaid direct approvals, two new Eligibility Type
selections appear, “Free” and “Reduced”, when “Manual Entry” is chosen for
Entry Method; the better eligibility is always assigned/remains when a patron
has a current eligibility assignment, such that
* Selecting “Reduced” does not overwrite a previously assigned “Free”
eligibility, i.e., “Free” eligibility remains in effect.
* Application processing that results in assignment of “Free” eligibility can
overwrite a DC Medicaid Reduced assignment.
New Medicaid eligibility
type selections
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Applications > Notify: Medicaid Updates
Text in the Direct Approval and Direct Certification template letters has been
updated to meet compliance requirements for Medicaid. Each child’s current
status is now shown along with specific Medicaid text below the child information
grid when appropriate.
New field supplies
Medicaid text
New column field supplies
student’s eligibility status
text
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Changes
Applications > Notify
Now when printing notifications from the Notify page, letters are printed as
expected; previously, the processing message would spin for several minutes
and result in no letters being printed.
Now the Email button in the letter viewer is enabled as expected for email
notification when an email address is entered in the Guardian Information
popup during entry of a manual application.
Administration > Direct Approvals > Summary tab—clicking View/Add on the
Summary tab for an Even Start import would display a system error message; now
the Manage Documents popup appears as expected when the button is clicked.
Administration > DC Matching
Previously Matched tab—notification letters were not being printed in Internet
Explorer when a large number of records were to be processed; behavior was
inconsistent and did not affect Chrome or Firefox.
Matched tab—now in the Matched Students list the student’s Case number is
shown when the listing is expanded; previously all student information was
shown except for the Case number.
Eligibility Reports > Eligibility Summary—now report generates and displays as
expected when “All” sites and “Detailed” report type are selected.
Online Applications
New
New Language Translations
Now, three new language translations are supported: Bengali, Korean and Gujarati.
Select the new language through the [Student Eligibility] module (Online
Applications > Messages).
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New
Orders > EOrders: New Date Selector
A new field, “Order Delivery Date”, now appears on the EOrders page in the
search conditions group to help narrow the search for a specific eorder set for a
selected date.
Reports > Print Orders: Expanded Information
Previously, delivery information provided on a printed order contained limited
delivery information; now, complete order, shipping, and vendor information is
included in the header area of each order.
Before
After
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Configuration > Vendors: New Email Field
A new field, “Email”, now appears on the Vendor Info tab. This information is
shown on printed orders.
New vendor info field
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New
Ingredients
Ingredients > Ingredient > General tab: Serving Measure Weights
Now when entering and viewing weight values for serving measures, the weight
is limited to four (4) decimal places; the Ingredient List report also displays
Weight In Gram values with four decimal places.
Ingredients > Buying Guide tab: Updating Prices
Now Ingredient pricing can be updated on the Buying Guide tab for multiple
data sources when you have the appropriate permissions. Data Source and Cost
fields are visible but unavailable (grayed) when permissions are not set for a
data source.
To update pricing, enter a value(s) in Fair Market Value/Standard Price and
click Save.
Update
multiple pricing
for single item
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Recipes & Recipe Reports: Showing Weight and Volume
Now PrimeroEdge does the work for you. Check the new “Display Weight in Recipe
Steps” option on the General tab (Ingredient page) for each ingredient. The
conversion to weight measurements is shown on the Ingredients tab of the Recipe
page as well as in the printed Recipe Report, Production Recipes, and Production
Tickets. Also, calculations for costing are now a weighted average cost based on
selected data source.
Check new Ingredient option
to display weight in Recipe and
on various reports
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Reports > Menu Calendar: Report Updates
The following changes have been made to the report:
Report orientation is now “portrait”.
Selected report options now appear below the report name but above the
calendar day grid, and no date range is shown since the month is included in
the report title.
Weekend days no longer appear in the report, only Monday through Friday.
Carbohydrate counts in grams now appear after each Menu Item name
(Marketing name).
[Menu Planning] > Production Reports: New Report Group
(Central Level)
A new report group appears, “Production Reports”, at the Central level in the
[Menu Planning] module to generate organization wide reports for Production
functions. Three reports offer the same data as district level reports with the
exception of the new “Organization Level” filter which allows for selecting any
school or district grouping (no individual sites). See Production in the next section
for details.
Production reports
now available for
Central level
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New
[Inventory] > Central Production Ticket: Handling Sub Recipes
Tickets are easier to understand with these updates:
Now when a production ticket includes a planned Menu Item that includes a sub
Recipe which is also a planned Menu Item, both items are listed on the
Production Form, and a ticket is also printed for the sub Recipe.
When Batch size is not set, all servings numbers are added together and
treated as 1 batch.
[Menu Planning] > Production Reports: New Report Group
(Central Level)
A new report group appears, “Production Reports”, at the Central level in the
[Menu Planning] module to generate organization wide reports for Production
functions. Three reports offer the same data as district level reports with the
exception of the new “Organization Level” filter which allows for selecting any
school or district grouping (no individual sites).
Production Status—lists all sites that have a selected production status (Plan
not Complete, Record not Complete, Withdrawal not Complete) for a Meal
Type and date range.
Post Production Costing—lists the meal count, total food cost, and food cost
per meal for a Meal Type and date range; a grand total appears at the end of
the report.
Items Added To Production Records—lists all Menu Items for a Meal Type not
originally assigned to a Menu but were added during the Production process.
Calculations for costing are now a weighted average cost based on selected data
source. See previous section, Menu Planning, for more information.
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New
Administration > Reports: Include Multiple Sites
(Central Level)
Now you can generate a Team Work report that includes all sites for a selected
District, SFA, or Region with new filters appearing on each report page.
Changes
Administration > Reports > Training Progress—now the report lists only
employees with hours below the required number of hours as expected when the
“Show Hours Below Requirement only” option is checked; previously, all employees
for the selected site were shown.
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Forms
Sa: Configuration > Form Configuration
Off-Site Assessment, Question 102
Question now offers a third choice (radio button), “Both,” to indicate a
combination of electronic and manual approval systems are used for
application approval and benefit issuance.
New
Sa: Administration > Manage > Forms tab
Question Selector
The new “Question#” selector provides for choosing an individual Question
number. All other Questions in the form are hidden. Select “—ALL--” to show
all Questions (default).
Clear Option
The new “N/A” option allows for “erasing” a selection, such as for Question
325 on the On-Site Assessment Tool (Site) to ensure accuracy in answers.
New !!
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Disable Corrective Action Button
When a Question is configured for Corrective Action based on SFA input, the
Corrective Action button is now disabled to prevent entry of notes and
selection of button.
Sa: Administration > Manage > Questionnaire tab
Showing Questions
Now the Dietary Specification Assessment Tool (DSAT) questions are shown on
the SFA’s Questionnaire tab only after
* All sites have submitted their Meal Compliance Assessment Tool (MCAT),
* The MCAT has been scored.
The DSAT is then only shown to the site with the highest score on the MCAT.
Blocking Answers
Now all Resource Management questions in the Off-site Assessment Tool and
the Resource Management Risk Indicator Tool are disabled (made read-only)
when the due date of the On-Site Assessment Tool is 28 days or less from the
current date. When the Resource Management report is generated, the
message “Comprehensive review is required for all areas” is shown at the
end of the report.
This prevents answering questions after the deadline to avoid a comprehensive
review of all areas when the Resource Management questions are not
completed within the specified timeframe.
Sa: Administration > Manage > Corrective Action tab: History Order
The display order for history entries for a Corrective Action item is now in
descending order so that the latest action is shown first.
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Changes
Sa: Administration > Manage > Correspondence tab > Letters subtab—
Fixed issue where letter generation history for the On-Site Confirmation letter
was not shown in the History group.
Fixed issue where number of Corrective Action items shown in the CA – Initial
letter did match the number of items shown on the Corrective Action tab.
Sa: Administration > Manage > Forms tab
Off-Site Assessment Tool
* Entered text now wraps as expected for Questions 107, 1003, and 1005.
* Question 1003 now offers two comment boxes, one for each sub Question
(“a” and “b”).
* Question 1005 now offers a comment box for text entry.
* Now the section header “Section IX: Special Provision Options” appears
above Questions 2100—2104 as expected.
On-Site Assessment Tool – Site: Now dates as well as numeric values can be
entered in Comment boxes as expected.
SFA-1: Form now offers the “No SSN” checkbox in the Applications – Missing
Information group when a new record is added.
Sa: Administration > Manage > Questionnaire tab—now the Revenue from
Nonprogram Foods Testing Chart (Questions 1-12) on the Resource Management
form are no longer shown to the SFA.
Sa: Configuration > Form Configuration—now all questions can be previewed
when the question number is clicked on the Form Configuration page; previously,
selected Questions would not appear in the preview pane.
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User-Role Permissions (Sites & Users > Roles)
Point of Service (Web)
(Category: Patrons)—the “Accounts – Transaction Adjustments” user-role
permission has been renamed to “Accounts – Transaction Adjust”; this
permission enables the Adjust Transaction… button on the Accounts page.
(Category: Patrons)—two new user-role permissions control access to add or
remove Menu Items through the Adjust Transactions popup:
* Accounts – Transaction Adjust. – Add –check to enable Add button to add
Menu Items
* Accounts – Transaction Adjust. – Remove – check to enable Remove
button to remove Menu Items
Check both of the above permissions to allow a user to perform both functions.
The Accounts – Transaction Adjust user-role permission must also be checked
when one or both of the above permissions are checked.
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‘Til Next Time
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