It’s No Secret…docs.primeroedge.com/Release+Notes/PrimeroEdge...Now PrimeroEdge does the work for you. Check the new “Display Weight in Recipe Steps” option on the General

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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…

http://www.primeroedge.com/


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.



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



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



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”.



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.



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.”



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



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



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).



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



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



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



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



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



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.



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.



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 !!



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.



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.



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.



‘Til Next Time