2008 LSC CSR Module
From PikaDocs
Pika Software has developed a module that adds the features needed to comply with the reporting requirement changes in the 2008 LSC CSR Handbook. Any program that is LSC-funded should install the 2008 CSR Module before the end of 2007. The Module will also be incorporated into future version releases for the convenience of LSC-funded programs.
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Executive Summary
What changes will I see on my Pika CMS screens?
Eligibility tab on the Case Screen
The income form now calculates and displays both gross and adjusted/net household income. Previously it only displayed adjusted income.
Information tab on the Case Screen
The Case Information tab on the Case Screen will now use either the new (2008) CSR codes or the old CSR codes for the Closing Code and Problem Code menus, depending on the following rules:
- Cases with a closing date in 2008 or later will always use the new codes.
- Cases with a closing date in 2007 or earlier will always use the old codes.
- Open cases do not have a closing date and will be handled as follows:
- Cases with an open date in 2008 or later will always use the new codes.
- Cases with an open date in 2007 or earlier will use the old codes until April 2008, when they will switch automatically over to the new codes.
If you want to force a case to use the new 2008 codes, give it either an Open Date or Closing Date in 2008, and click Save. When the screen refreshes, the case will have the new codes on the Closing Date and Problem Code menus.
Case Printout
The language for the citizenship attestation signature has been changed slightly.
For IT Staff
Installation Instructions
- Make a backup of your Pika CMS. Verify the the backup ran correctly, in case you need to roll things back to their previous state.
- Download the 2008 CSR module from http://pikasoftware.com/files/releases/lsc_2008_csr_module_updated.zip
- Unzip the downloaded file. It'll extract to a folder named "lsc_2008_csr_module".
- Open the "2008_lsc_csr_module".
- Copy the file in the "modules" folder to the "modules" folder on your Pika site.
- Copy the two files in the "subtemplates" folder to the "subtemplates" folder on your Pika site.
- Copy the file in the "reports/case_print" folder to the "case_print" folder on your Pika site.
- Log into MySQL.
- Run the file in the "sql" folder on the database that houses your Pika CMS data.
- Log into Pika.
- Open the "problem" menu in the editor. Select all the text and copy to the clipboard.
- Open the "problem_2007" menu and paste the previously copied text. Click Save.
- Open the "close_code" menu in the editor. Select all the text and copy to the clipboard.
- Open the "close_code_2007" menu and paste the previously copied text. Click Save.
- Open the "problem_2008" menu and paste the text from the file in the "sql" folder. Click Save.
- Open the "close_code_2008" menu and paste the text from the file in the "sql" folder. Click Save.
Suggested Implementation Timeline
- Dec 31st, 2007 - 2008 LSC CSR Module needs to be installed by today.
- Mar 31st, 2008 - All open cases from previous years will stop using the 2007 menus for Closing Code and Problem Code at midnight tonight.
- After Mar 31st, 2008 - Open cases from previous years that have old, reassigned or deprecated problem codes will need to be recoded. You can do this manually by opening up each case and choosing the appropriate problem code off the menu, and clicking Save. It can also be done automatically by running a search-and-replace query on the cases table from MySQL.
- After Mar 31st, 2008 - The "problem" and "close_code" menus should be edited to use the new codes. These are the menus that are used my reports, and so you should edit them when you want reports to start using the new codes. To do this, open the problem_2008 menu in the editor, copy the contents, then paste the contents into the problem menu and click Save. Do the same for the close_code menu.
