What's new in
CMS 4.3

Addresses
Allergies
Assessments
Audit
Behavior
Caseload
Chronological History
CMS – Main Screen
Community Services
Community Services Resources
Contacts
Description
Disciplinary Hearings
Documents
Drivers License
Education Details
Educational Tests
Events
Facility Incidents
Gang Association
Grievances
Grievance Hearings
Images
Interviews
Interview Planning
Mass Housing
Medical Images
Medical Incidents
Medical Insurance
Medical Observations
Medical Conditions Secure
Phone Numbers
Placements
Planning
Program Resources
Probation
Recidivism Analysis
Relationships
Reports
Search
Schedules
Tests
Transitional Placements
Tribal Affiliation
Urinalysis
Waived

Please contact us with any questions you may have about any of new functionality. 
Support -> What's New??

                   Update 01/08/2007

Our 4.3 change log can be found here.

Addresses

  1. A new field 'Country' has been added. Values are populated in Maint via the Countries pull- down. In the Maint screen the field mask values are set. If no countries are entered then the default US masking will be applied. If countries are defined with no masking, no masking will be applied. (10/31/2005)
  2. New global setting has been added: 'default_country' that will populate the Country pull-down in addresses when a value has been set in global_settings that exactly matches a value in Maint.(11/3/2005)

Allergies

  1. New screen. (5/16/06)

Assessments

  1. Added time and person giving assessment.  4.3n (06/23/2006)

Audit

  1. Go button must be pressed to get results. Dialog displays number of records based on filter and ask if results should be shown. (3/17/06)

Behavior

  1. Behavior_Incident_Template Global Setting can
    be used to auto populate a template to the notes field on NEW.
  2. Added report based on date range. Date range Start date must be before the enddate. Copied this into the Events and FacInc date range report too. (2/23/06)
  3. Added Reason Force was Used, Staff Injured, Offender Injured, and Source of Offender Injury.  4.3u (09/11/2006)
  4. Source of Offender Injury is now optional.  Can be made mandatory when Offender Injured is checked using a Global Setting available in Maint.  (10/02/2006)

Caseload

  1. The Caseload screen now supports flagging of offenders. System administrators may assign a one character code and associate it with a color. CMS users can right-click on a name in the Caseload screen and flag the name which is then color-coded in the grid. Example of use; flagging that an offender is out of town. (12/8/05)
  2. Default agency now used when showing “My Caseload” and “My Agency” (11/10/2005)
  3. Date of Test now shows along with the test score (3/22/2006)
  4. Added Adult Waiver Date with hot link to the Waiver screen.  Global setting SHOW_WAIVED must be set for this to work. (3/23/2006)
  5. Added Unit pull down under the Facility Name (Must be used in conjunction with the Facility pull down)  (5/4/06) 4.3e

Chronological History

  1. Go button must be pressed to get results. Dialog displays number of records based on filter and ask if results should be shown. (3/17/06)

CMS – Main Screen

  1. In CMS Preferences you can select a default agency to be selected. This option is only available if the logged-in user has access to multiple agencies. Example of use; In a CMS implementation of multiple agencies, the system administrator may set a default agency rather than it defaulting to the top alphabetical order entry. (9/23/2005)
  2. In CMS Preferences you can select if OpenOffice is the software to use for document templates. (See Documents bullet for details). (9/23/2005)
  3. User can be forced to change their password if it's "password".   Uses new optional Global Setting PASSWORD_NOT_PASSWORD. (04/10/2006)
  4. Added Default Unit to Preferences (Must be used in conjunction with the Default Facility)  (5/4/06) 4.3e
  5. User's name now shows as hint in status bar and on the about screen. (6/13/06)
  6. Removed ability for user to cancel changing password when PASSWORD_NOT_PASSWORD Global Setting is enabled. (6/29/06)
  7. Blank Password field caused "Server Not Responding" error.   Password is now required or user is prompted to try again. (6/29/06)
  8. Preference "Display Latest Image on Description Screen" check box now visible.  It was accidentally hidden behind other preferences.  (12/27/06)
  9. Added a "Default System"  preference. (12/27/06)

Community Service

  1. Added Date Ordered.  4.3y (11/7/2006)


Community Service Resources

  1. New screen to allow appropriate staff to entered/update Community Service Resources.   Access to this screen should be limited by a specific role created for the Resource staff. (07/05/06)

Contacts

  1. Maximum length for emailing contact set to 2000 characters. Otherwise starting an email client will fail. (11/18/2005)
  2. Added new user lookup for Contacted By to help with reporting. Free text can still be used. (3/10/2006)
  3. Contacted By works similar to Probation Supervised By (3/24/2006)

Description

  1. User is prompted if there are existing subordinate employee records when “Is supervisor” on the staff sub screen is unchecked. (11/15/2005)
  2. Relationship grid now expands when CMS screen is made bigger. (12/28/2005)
  3. Fixed Is Offender flag when adding a new Name.  Sometimes if was getting set incorrectly on non-offenders.  (5/31/2006)
  4. Date of Birth must be in the past. (06/07/2006)
  5. Address will now show Unit & Unit Number correctly for both old and new addresses. (6/29/06)
  6. Updated to show phone number information from the new phone numbers screen.  (10/02/2006)

Disciplinary Hearings

  1. New screen for tracking Disciplinary Hearing often used in facilities. (12/22/2005)
  2. Outcome required to add follow-ups. (1/6/2006)
  3. Button added to allow Follow-up comments to be appended to the main hearings comments (2/23/2006)
  4. Hearing history is now listed Newest to oldest. (3/23/2006)
  5. Report prints 2 copy by default. (3/23/2006)
  6. Added pop up option to filter staff for users agency or for all agencies. (06/26/06) 

Documents

  1. Support for use of OpenOffice as the Word Processor in document templates has been added. Templates execute approximately five times faster if OpenOffice is used. Open Office 2.0 or later is required. Documents created in OpenOffice are automatically stored directly into the database. Each individual user can elect to use OpenOffice as the template generator by changing their preference in the main CMS Preferences screen. (09/23/2005)
  2. Support for adding additional types of documents has been added. (Spreadsheets, video files, etc.) Double-clicking the selected file in documents will launch the file in the default program associated with it's file type. (10/14/2005)
  3. Added File Size, File Type, and comments to the table (11/02/2005)

Drivers License

  1. Added suspension info for Drivers License.  4.3x (11/1/2006)
  2. Suspensions can only be added if there is an existing Driver License on file. (12/4/2006)

Education Details

  1. Move Education details from the Schools screen to it's own separate screen.  4.3h (05/16/06)
  2. Added ESL (English as a Second Language).  4.3o (06/23/06)

Educational Tests

  1. New Screen 4.3h (05/16/06)
  2. Added "Test Result Type". 4.3r (06/27/06)

Events

  1. Added ability to select # of events viewed in the event history. (12/07/2005).
  2. Report by date range added. (2/23/2006)
  3. Event History now filtered by the selected Facility. (03/24/2006)
  4. Facility Preference (CMS preferences) used to select Facility when Events is opened. (3/24/2006)
  5. Added the ability to limit user's permissions to view, insert, update, & delete Events. This uses a new Global Setting, a Database trigger, and settings in Maint->Utilities->Event Log Access. If enabled each individual user must be setup for access and permissions for each Facility's logs. 4.3c (3/28/2006)
  6. Unit Number added but not required When adding an event. 4.3o (06/26/06)
  7. Reversed completed by/entered by on the report, had been backwards. (10/24/2006)
  8. Modified Time in report now shows as 24 hour time. (1/2/07)

Facility Incidents

  1. A new field 'Incident Type' has been added to the data entry screen and the report. (9/22/2005)
  2. Print by Date Range report added. (1/24/2006)
  3. Added similar limits as described under Events #5 for Facility Incidents. 4.3c (4/10/2006)
  4. Unit Name - Added new field and updated reports for new field. 4.3o (06/26/06)

Gang Association

  1. All the individuals gang association has been moved to one tab. (03/22/2006)
  2. Added reports for All and Selected gang membership. (03/22/2006)

Grievances

  1. New screen to track grievances.  (05/10/06)

Grievance Hearings

  1. New screen to track hearing associated with a grievance, officer(user), and the outcomes. (05/10/2006)
  2. Added pop up option to filter staff for users agency or for all agencies. (06/26/06)

Interviews

  1. Interviews automates complex instruments, such as the Washington State Risk and Needs Assessment. Beyond automation of the instrument, it allows managers to associate case planning steps based upon assessment outcomes. This allows probation officers and counselors to automatically generate a customized case plan based upon the risk and needs associated with each individual youth on their caseload. The ultimate outcome is more consistency within probation departments and a higher quality of supervision. (5/5/2006) 4.3f

Images

  1. Moved the new mug shot lineup generation report from reports into the images screen so that people who don't have access to reports can generate lineups. (10/09/2006)
  2. Images made a little bigger in the Mug shot lineup report. (12/29/06)

Interview Planning

  1. A new screen for Interview Planning has been added. Plans may be automatically generated based upon risk/needs Interview results (as pre-defined by the system administrator) or manually created. Auto-generated case plans may be updated or have new goals and tasks added by the user as well. Each plan may have any number of goals, and each goal may have any number of tasks. Date of assignment, date due, and on-going completion status notes are also possible to be tracked. All participants in the case planning process may also be tracked, and if the plan was automatically generated, a linkage back to the originating Interview can also be viewed. Court referrals may also be associated with a case plan. Reports are available to print the entire plan, the entire plan including progress notes, and individual tasks to be given to offenders. (5/5/2006) 4.3f

Mass Housing

  1. Uses the facility selected on the placement screen.  (06/01/2006)
  2. Allows the user to change units. (06/01/2006)
  3. Selects the unit if only one is listed.  (06/01/2006)
  4. Save correctly after addition of facility name to the housing table. (06/01/2006)
  5. Added "Reason Moved". (06/26/06) 4.3q

Medical Images

  1. New screen for adding Images (or other files) specific to Medical Incidents. 4.3n (06/19/06)

Medical Incidents

  1. New screen for tracking Medical Incidents that occur within a facility.  (05/18/06)
  2. Added Incident Report.  (05/24/06)
  3. Added field for Time of Incident.  (06/19/06)

Medical Insurance

  1. Added an 'Is Primary' field so that the primary insurer may be tracked. Setting one insurer as primary automatically clears the 'Is Primary' flag for any other insurance carriers on the selected individual. A new Medical Insurance report was also added. (9/22/2006

Medical Observations

  1. Medical Observations caption was Medical Conditions.  After adding the Medical Conditions Secure screen, we needed to distinguish the difference between Medical issues noted by medical (Medical Conditions Secure) and non-medical staff (Medical Observations). (6/13/06)
  2. A new Global Setting (MEDICAL_OBSERVATION_COPY)  adds the ability to Copy the items and notes from the selected observation so that staff won't have to retype entries.  (9/8/06)

Medical Conditions Secure

  1. Added new screen for tracking medical issues noted by medical staff.  (05/22/06)
  2. Added Time.  (06/13/06)

Phone Numbers

  1. New screen.  This allows a variety of different  phone number types to be tracked (i.e. "Alternate", "Pager", etc.).    Current phone numbers (Home, Business, & Cell) from the Address screen are automatically moved when this update is applied.  A limitation of 1 of each type of phone number is allowed.   If a new phone number is added it overwrites that phone number type already in CMS.  Phone number field from the Address screen have been removed.    Contact us if you have any questions.  (06/12/2006) 4.3k
  2. Added Date Update/User Updated and Date/User Inserted to the grid so users could see when info was added.  (10/15/2006)
  3. Several of our clients have requested that we change how phone numbers are tracked, and have suggested that we revert to the old way, i.e. on the address screen.  Since there are multiple types of phone numbers that would each require their own field on the address screen, such as emergency contact numbers, message numbers, alternate numbers, etc. this does not offer the flexibility needed for all clients. 
    After discussions with several clients we will be creating a master phone number table.  In this way a phone number would be entered once, and could be linked to any number of persons who may use it.  For example, the number (123) 456-7890 could be John Smith's emergency number, John Smith's mother's phone number, and John Smith's Home number.  It could be a message number for Nancy Jones.  It would also be possibly to easily report on who is associated with any given phone number.  In this way we could minimize duplicate data entry and simplify the process of entering phone number information while ensuring a maximum amount of flexibility.  Given that only a single piece of information is needed, the data entry process would do a search at save time, linking to a previously entered number if they are exactly identical or creating a new record and linking to it if it wasn't already on file.  A data conversion from the existing phone number table would also be done so that no data is lost. 4.3z (11/14/2006)
  4. The phone number type can now be modified.  Phone number can also be modified and if it's already on file the linkage will be changed.  Otherwise a new number and linkage will be added. (01/05/07

Placements

  1. Fields Start Date and End Date have been added to the Holding Charges Screen.(08/30/2005)
  2. An “Approved Visitor” list has been added to visitors. Names will appear in grid if there is a relationship of 'APPROVED VISITOR' in Relationships. Double-clicking on the approved grid will automatically do a 'new' and insert the selected name in the visitor name column. (08/30/2005)
  3. Added a label showing the code description for the Holding charge. (10/11/2005)
  4. At least one charge for a case must be missing the ended date for the case to show on the “Cases this Stay” grid. (11/3/2005)
  5. Book-In (Admission Report) only shows charge without an end date. (12/28/2005)
  6. Charges now uses Global Setting MANDATORY_HOLDING_CHARGE_ENDDATE to determine if enddates are mandatory (12/28/2005)
  7. Housing - Added Unit pull down.  This must be selected for the available room numbers to be displayed.   (5/4/06) 4.3e
  8. Visitor Report - Report that lists Approved / No Contact relationships.  (05/10/06)
  9. List of bins on the property screen is now limited by the Bins available for the selected facility on the placements screen. ( 6/6/06)
  10. Added Rooms available count to the housing screen. (06/7/06)
  11. Added "Reason Moved" to housing. 4.3q(06/26/06)
  12. Added "Taken By" and "Returned By" to the Property screen and report.  4.3n (06/27/06)
  13. Bookin (Admission) report relationships of Guardian, %FATHER%, %MOTHER% now shown.  (10/11/2006)
  14. SMT on Finger Print Card Backback updated so multiple lines show and indicates what type of SMT. (10/20/2006)
  15. Room List report now works regardless of the Facility Type.  (10/23/2006)

Planning

  1. A new screen for planning has been added. Plans may be automatically generated based upon risk/needs test results (as pre-defined by the system administrator) or manually created. Auto-generated case plans may be updated or have new goals and tasks added by the user as well. Each plan may have any number of goals, and each goal may have any number of tasks. Date of assignment, date due, and on-going completion status notes are also possible to be tracked. All participants in the case planning process may also be tracked, and if the plan was automatically generated, a linkage back to the originating test can also be viewed. Court referrals may also be associated with a case plan. Reports are available to print the entire plan, the entire plan including progress notes, and individual tasks to be given to offenders. (09/22/2005)

Probation

  1. Supervised By can now be populated using a lookup list rather than free text. Allowing for better reporting. Free text (old way) is still available but only recommended for clients that must enter names of individuals that are not CMS users. Free text can be implemented using the EDIT_PROBATION_SUPERVISED_BY Global Setting.(03/07/2006)
  2. Supervised By now show a distinct list. (3/10/2006)
  3. Supervised By - "Enter" key now selected the currently highlighted name (3/23/2006)

Program Resources

  1. New screen to allow appropriate staff to entered/update Program Resources.   Access to this screen should be limits by a specific role created for the Resource staff. (07/05/06)

Recidivism Analysis

  1. New ANALYSIS_TIME Global Setting in Maint added so that each site can set which date(s) are used to determine recidivism (1/13/2006)
    Any combination of 1 or more of the following 5 dates can used:
    OFF.FILED_DATE
    OFF.DATE_RECEIVED
    CHARGE.DATE_OF_OFFENSECHARGE.DISPOSITION_DATE
    CHARGE.CLOSED_DATE

    Default:
    CHARGE.DATE_OF_OFFENSE, CHARGE.DISPOSITION_DATE,
    CHARGE.CLOSED_DATE

Relationships

  1. New Approved Visitor” and “New Relationship” added to the right-click pop-up menu. (11/01/2005)
  2. “Same Address” button fixed to work with new Address Country field. (01/03/2006).
  3. Save button will not be visible unless the "Add as Relationship" button is clicked on the Search screen.  This will eliminate the save confirmation when a user goes to the next screen or tries to start another workflow to add another name.  (06/09/06)

Reports

  1. Restitution Payments report now only shows the offender payments made during the time the offender was assigned to the PO. (12/28/2005)
  2. Restitution Payments report now shows the correct balance at the end of the report period. (12/29/2005)
  3. Juvenile History report now show status (ie Deceased) after the relationship name.(1/25/2006)
  4. Juvenile History report – moved the address unit so it's easier to see (2/2/2006)
  5. Juvenile History report – added the program actual end date. (2/7/2006)
  6. Photo Line-up report – looks for the most recent image type specified by the user. Previously is was looking for the most recent images regardless of the type specified by the user. (3/3/2006)
  7. New Court Pass report added for Canyon (3/22/2006)
  8. Juvenile History report - Mailing address added below the physical address.  (4/13/2006)
  9. Housing Report - modified to use Unit & Room Number.   (5/4/06) 4.3e
  10. Caseload List by PO - Added Program Ended date.  (5/5/06)
  11. Juvenile History report - Hearings now sort properly (5/15/2006)
  12. Facesheet and Juvenile History updated to use new Phone Numbers screen. (5/25/2006) 4.3k
  13. Education Reported added in Detention menu. (5/31/2006)
  14. Juvenile History - If available it now shows the Probation End rather than the Anticipated End. (06/03/06)
  15. Added Food Services report (Head Count) that includes Unit, Room Number, Name, DOB, Age, Diet  & Allergy Info based on the users default facility in preferences.    This replaces the old Head Count report. (6/19/2006)
  16. Moved the new mug shot lineup generation report from reports into the images screen so that people who don't have access to reports can generate lineups.  (10/9/06)

Search

  1. Gang Association now shows on the offender/warning status bar. (Pink/fuschia area). (3/22/2006)
  2. Added Adult Waiver Date with hot link to the Waiver screen.  Global setting SHOW_WAIVED must be set for this to work. (3/24/2006)
  3. New search tab added to search by Height, Sex, Race, Hair Color, etc.  Requires an updated database stored procedure. (03/24/2006)
  4. Hiding the Relationship Pulldown on add new relationship search.  (06/07/06)

Schedules

  1. A new Schedule screen has been created that aggregates the schedules of all staff members (contacts, hearings and meetings) into a single screen. Staff members displayed may be filtered by security group. Each day may be individually displayed, as well as printed. A new hearing, contact or meeting for an individual may be added directly from the Schedule screen by right-clicking and selecting the appropriate option. This will open the selected data entry screen, which closes and returns to the main Schedule screen when completed. (12/7/2005)

Tests

  1. A new button 'Generate Case Plan' has been added to support the new Planning functionality.(11/03/2006)

Transitional Placements

  1. New Screen added to help track what happens to offenders as they transition back into the community. 4.3p (6/23/06)

Tribal Affiliations

  1. New screen added to track an individual's affiliation with one or more Tribes.  4.3s (8/31/06)

Urinalysis

  1. Report added to print all UAs. (3/24/2006)

Waived

  1. New screen added to track when a juvenile has been waived to adult court. Search and Caseload have a hot link to this info. (3/23/2006)