Prime 16 Online User's Manual - User contributions [en]

User talk:Jspenceratty1234

2017-11-20T19:29:09Z

Kempscas: Welcome!

'''Welcome to ''Prime 16 Manual''!'''
We hope you will contribute much and well.
You will probably want to read the [https://www.mediawiki.org/wiki/Special:MyLanguage/Help:Contents help pages].
Again, welcome and have fun! [[User:Kempscas|Kempscas]] ([[User talk:Kempscas|talk]]) 12:29, 20 November 2017 (MST)

MediaWiki:Sidebar

2017-11-20T19:23:53Z

Kempscas:

MediaWiki:Sidebar

2017-11-20T19:23:28Z

Kempscas:

MediaWiki:Sidebar

2017-11-20T19:22:39Z

Kempscas:

Prime 16 Online User's Manual:Terms of Service

2017-11-20T19:15:49Z

Kempscas: Created page with "The Prime 16 Manual is only available for active users of Prime 16. By registering to use this site you are declaring that you are an active user of Prime 16. Others should..."

The Prime 16 Manual is only available for active users of Prime 16. By registering to use this site you are declaring that you are an active user of Prime 16.

Others should direct questions via email to: support@kempscaseworks.com

File:Web Case Litigation.png

2017-11-20T18:10:17Z

Kempscas:

File:Web Case Referrals.png

2017-11-20T18:05:36Z

Kempscas:

File:QueryWriter results.png

2017-11-20T17:52:36Z

Kempscas:

File:QueryWriter sort order.png

2017-11-20T17:51:06Z

Kempscas:

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2017-11-20T17:47:05Z

Kempscas:

File:QueryWriter criteria selection.png

2017-11-20T17:43:17Z

Kempscas:

File:QueryWriter field criteria.png

2017-11-20T17:41:47Z

Kempscas:

File:QueryWriter chosen fields.png

2017-11-20T17:39:22Z

Kempscas:

File:QueryWriter add conditions.png

2017-11-20T17:37:38Z

Kempscas:

File:QueryWriter clear selections.png

2017-11-20T17:34:42Z

Kempscas:

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2017-11-20T17:32:54Z

Kempscas:

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2017-11-20T17:30:34Z

Kempscas:

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2017-11-20T17:29:07Z

Kempscas:

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2017-11-20T17:24:16Z

Kempscas:

Running Reports

2017-10-24T16:58:26Z

Kempscas:

==Reports in Prime are dynamic==
What that means is they have a set format (certain fields, the way they look, etc.). However they can be filled with different data. For example, dates opened, dates closed, offices, funding codes, etc. can all be used to change the data that is used by a report. It also means that if you run a report today it might differ from one tomorrow if data has been added or changed.
==The word ‘Report’ is a term of art in Access==
1) A Report is an object like a form or query.

2) A report is also used to mean any object that is used to get information out of Prime. It could be a form, a report or a query.

When discussing reports, we will mean the later definition. The reports we discuss could be a Report, a Query or a Form.

==Reports get their data to run four different ways==
1) A Criteria (QBF-Query by Form) screen

2) A custom input screen, such as that used by the Status reports

3) A prompt that asks for specific data

4) A report that just runs with no interaction such as some error checking reports

==Criteria Screens (QBF-Query by Form) Reports==

[[File:QBFScreen.png]]

The Criteria or QBF screen, allows you to enter the criteria you want to use to fill your report. Criteria screens exist for all of the major tables in Prime. If the report you select gives you a Criteria screen, you must:
1) Make sure the report name you chose shows up in the Report Name in the Report Control Panel section

2) Enter the criteria for the records you are looking for. There are several steps for entering criteria
:i) Use a dash for a range (e.g., 1/1/05-6/30/05)
:ii) Use a comma for a list, e.g., 32, 63 for divorces and landlord tenant.
:iii) Exceptions to the use of dashes and commas
::(a) Note: If what you are searching for contains a DASH, such as a case number, the system gets confused and thinks you want a range. The Criteria screen will interpret the dash as a range (e.g., 13-2002541 will cause the system to look for cases between 13 and 2002541 instead of case number 13-2002541).

When requesting a range of case numbers or the records for a single case such as time records, go to the Character to Show box on the screen and change Range to COLON (:).
::(b) The same applies if the data you are looking for has a COMMA in it. Select something other than the comma from the Character to Show – List box
::(c) Remember, this only applies if what you are searching for contains a dash or a comma (e.g., case # 96-70001 or Jones, Jr.)

3) Use the word NULL to indicate no entry (e.g., NULL next to Date Closed gives you open cases)

4) Use < > and = signs (e.g., > 65 with age or < $8000 for income)

5) Use the * sign as a wildcard for an unlimited number of characters (e.g., Sm* gives you Smith, Smoot)

6) Use the ? as a wildcard for a single character, J?n gives you Jan and Jon, but not Jane or John.

7) Criteria are cumulative (e.g., an F with Gender and 59 with Age gives you 59 year-old women)

8) Select Choose other below to choose fields that aren’t mentioned specifically on the Criteria screen. For example you could use it to choose Adults since it isn’t listed on the form.

9) Choose Sort (Forms) and use the menu to choose how you want the report sorted. Indicate if you want the sort to be ascending (A to Z) or descending (Z to A). Forms and Queries can be sorted but the Report object can’t because the sort order is part of its setup.

10) Select Prepare Report and Produce Report to get a print preview

11) Print and/or output the report to a HTML, RTF, Excel or other format file

12) To determine how many pages the resulting report is, check the lower left-hand corner of the screen. Use the arrows to go from one page to another on multiple page reports

13) Save and Load Criteria – It can be difficult to remember the criteria used to run a report when that action is only performed monthly, quarterly, semi-annually or yearly. Using the Save & Load Criteria feature can greatly reduce the strain on your memory when it comes time to run the reports.

[[File:SaveAndLoadCriteria.png]]

:i) In order to save your criteria, setup and run your report as normal. After ensuring you get the results you want, close the print preview so you are back on the Criteria screen
:ii) Click the Save Criteria button. The Save and Load Criteria box will pop-up
:iii) Enter a unique name for the criteria, e.g., VeteransOv65
:iv) Enter a brief description in the field labeled Description, e.g., Veterans over 65 years of age
:v) If you check the box labeled Save for General Use, it will be available to everyone, otherwise only you will be able to see it
:vi) The next time you need to run the report using this criteria, choose the report, go to the Criteria screen, then click on Load Criteria
:vii) Criteria can be applied to reports other than the one they were developed for.

[[File:SaveAndLoadCriteria.png]]

:viii) Find the name of the criteria you saved. If you are running criteria that another staff member created, click on Display General Criteria and you will be able to see a list of criteria that was saved for general use.

Note: If a staff member said they saved criteria and you do not see it, they probably didn’t save it for general use. It is stored under their staff number and can only be run by them

:ix) Once you find the criteria, click on the Load button
:x) All the criteria you saved will populate the Criteria screen and you can click on Prepare Report and Produce Report to see your report.

Note: You will probably need to change the dates, but otherwise you’re ready to run the report. Be aware that sort options do not store with the Save Criteria feature, so you may also need to choose the sort order

==Custom Criteria Screens==
Some reports can’t run under a full QBF screen but do work with a custom criteria screen that limits the choices you can make. The Status reports are one such group of reports. Here is the custom criteria screen.

[[File:CustomCriteriaScreen.png]]

==Non-QBF (Prompt) Reports==
Some reports are limited as to which criteria can be applied to them. To run these reports, you are usually prompted for criteria such as a beginning and ending date. Non-QBF Reports are generated by pushing a button and entering information when prompted, such as Start Date, End Date, etc.

[[File:NonQBFPrompt.png]]

==Reports that just run without input==
The Error Alert that runs on startup is a good example of such a report. The Administrator decides what criteria and tests are to be used. The user just runs it with no interaction.
[[File:ErrorAlertReport.png]]

Running Reports

2017-10-24T16:56:18Z

Kempscas: /* Criteria Screens (QBF-Query by Form) Reports */

Running Reports

2017-10-24T16:54:20Z

Kempscas: /* Criteria Screens (QBF-Query by Form) Reports */

==Reports in Prime are dynamic==
What that means is they have a set format (certain fields, the way they look, etc.). However they can be filled with different data. For example, dates opened, dates closed, offices, funding codes, etc. can all be used to change the data that is used by a report. It also means that if you run a report today it might differ from one tomorrow if data has been added or changed. Within the Web version, reports in this portion of the system are run using the QBF (Query By Form) screen.

==Criteria Screens (QBF-Query by Form) Reports==

[[File:WebQBFScreen.png]]

The Criteria or QBF screen, allows you to enter the criteria you want to use to fill your report. Criteria screens exist for all of the major tables in Prime. If the report you select gives you a Criteria screen, you must:

1) Make sure the report name you chose shows up in the Report Name in the Report Control Panel section

2) Enter the criteria for the records you are looking for. There are several steps for entering criteria
:i) Use a dash for a range (e.g., 1/1/05-6/30/05)
:ii) Use a comma for a list, e.g., 32, 63 for divorces and landlord tenant.
:iii) Within the Web version, use a range and list combination (e.g., for PCODE: 1-9, 15, 31-37, 43, 72)
:iv) Exceptions to the use of dashes and commas
::(a) If what you are searching for contains a DASH, such as a case number, the system gets confused and thinks you want a range. The Criteria screen will interpret the dash as a range (e.g., 13-2002541 will cause the system to look for cases between 13 and 2002541 instead of case number 13-2002541).

When requesting a range of case numbers or the records for a single case such as time records, go to the Range Specifier and change it to COLON (:) Then use a colon as the range specifier (e.g., instead of 1-9 you would put in 1:9)
::(b) The same applies if the data you are looking for has a COMMA in it. Select something other than the comma from the List Specifier
::(c) Remember, this only applies if what you are searching for contains a dash or a comma (e.g., case # 96-70001 or Jones, Jr.)

3) Use the word NULL to indicate no entry (e.g., NULL next to Date Closed gives you open cases)

4) Use < > and = signs (e.g., > 65 with age or < $8000 for income)

5) Use the * sign as a wildcard for an unlimited number of characters (e.g., Sm* gives you Smith, Smoot)

6) <<Not currently available in the Web version>> Use the ? as a wildcard for a single character, J?n gives you Jan and Jon, but not Jane or John.

7) Criteria are cumulative (e.g., an F with Gender and 59 with Age gives you 59 year-old women)

8) Select Choose other below to choose fields that aren’t mentioned specifically on the Criteria screen. For example you could use it to choose Adults since it isn’t listed on the form.

9) Choose Sort (Forms) and use the menu to choose how you want the report sorted. Indicate if you want the sort to be ascending (A to Z) or descending (Z to A). Forms and Queries can be sorted but the Report object can’t because the sort order is part of its setup.

10) Select Prepare Report and Produce Report to get a print preview

11) Print and/or output the report to a HTML, RTF, Excel or other format file

12) To determine how many pages the resulting report is, check the lower left-hand corner of the screen. Use the arrows to go from one page to another on multiple page reports

13) Save and Load Criteria – It can be difficult to remember the criteria used to run a report when that action is only performed monthly, quarterly, semi-annually or yearly. Using the Save & Load Criteria feature can greatly reduce the strain on your memory when it comes time to run the reports.

[[File:SaveAndLoadCriteria.png]]

:i) In order to save your criteria, setup and run your report as normal. After ensuring you get the results you want, close the print preview so you are back on the Criteria screen
:ii) Click the Save Criteria button. The Save and Load Criteria box will pop-up
:iii) Enter a unique name for the criteria, e.g., VeteransOv65
:iv) Enter a brief description in the field labeled Description, e.g., Veterans over 65 years of age
:v) If you check the box labeled Save for General Use, it will be available to everyone, otherwise only you will be able to see it
:vi) The next time you need to run the report using this criteria, choose the report, go to the Criteria screen, then click on Load Criteria
:vii) Criteria can be applied to reports other than the one they were developed for.

[[File:SaveAndLoadCriteria.png]]

:viii) Find the name of the criteria you saved. If you are running criteria that another staff member created, click on Display General Criteria and you will be able to see a list of criteria that was saved for general use.

Note: If a staff member said they saved criteria and you do not see it, they probably didn’t save it for general use. It is stored under their staff number and can only be run by them

:ix) Once you find the criteria, click on the Load button
:x) All the criteria you saved will populate the Criteria screen and you can click on Prepare Report and Produce Report to see your report.

Note: You will probably need to change the dates, but otherwise you’re ready to run the report. Be aware that sort options do not store with the Save Criteria feature, so you may also need to choose the sort order

File:WebQBFScreen.png

2017-10-24T16:49:43Z

Kempscas:

Running Reports

2017-10-24T16:48:34Z

Kempscas: /* Criteria Screens (QBF-Query by Form) Reports */

==Reports in Prime are dynamic==
What that means is they have a set format (certain fields, the way they look, etc.). However they can be filled with different data. For example, dates opened, dates closed, offices, funding codes, etc. can all be used to change the data that is used by a report. It also means that if you run a report today it might differ from one tomorrow if data has been added or changed. Within the Web version, reports in this portion of the system are run using the QBF (Query By Form) screen.

==Criteria Screens (QBF-Query by Form) Reports==

[[File:QBFScreen.png]]

The Criteria or QBF screen, allows you to enter the criteria you want to use to fill your report. Criteria screens exist for all of the major tables in Prime. If the report you select gives you a Criteria screen, you must:
1) Make sure the report name you chose shows up in the Report Name in the Report Control Panel section

2) Enter the criteria for the records you are looking for. There are several steps for entering criteria
:i) Use a dash for a range (e.g., 1/1/05-6/30/05)
:ii) Use a comma for a list, e.g., 32, 63 for divorces and landlord tenant.
:iii) Use a range and list combination (e.g., for PCODE: 1-9, 15, 31-37, 43, 72)
:iv) Exceptions to the use of dashes and commas
::(a) Note: If what you are searching for contains a DASH, such as a case number, the system gets confused and thinks you want a range. The Criteria screen will interpret the dash as a range (e.g., 13-2002541 will cause the system to look for cases between 13 and 2002541 instead of case number 13-2002541).

When requesting a range of case numbers or the records for a single case such as time records, go to the Character to Show box on the screen and change Range to COLON (:).
::(b) The same applies if the data you are looking for has a COMMA in it. Select something other than the comma from the Character to Show – List box
::(c) Remember, this only applies if what you are searching for contains a dash or a comma (e.g., case # 96-70001 or Jones, Jr.)

3) Use the word NULL to indicate no entry (e.g., NULL next to Date Closed gives you open cases)

4) Use < > and = signs (e.g., > 65 with age or < $8000 for income)

5) Use the * sign as a wildcard for an unlimited number of characters (e.g., Sm* gives you Smith, Smoot)

6) Use the ? as a wildcard for a single character, J?n gives you Jan and Jon, but not Jane or John.

7) Criteria are cumulative (e.g., an F with Gender and 59 with Age gives you 59 year-old women)

8) Select Choose other below to choose fields that aren’t mentioned specifically on the Criteria screen. For example you could use it to choose Adults since it isn’t listed on the form.

9) Choose Sort (Forms) and use the menu to choose how you want the report sorted. Indicate if you want the sort to be ascending (A to Z) or descending (Z to A). Forms and Queries can be sorted but the Report object can’t because the sort order is part of its setup.

10) Select Prepare Report and Produce Report to get a print preview

11) Print and/or output the report to a HTML, RTF, Excel or other format file

12) To determine how many pages the resulting report is, check the lower left-hand corner of the screen. Use the arrows to go from one page to another on multiple page reports

13) Save and Load Criteria – It can be difficult to remember the criteria used to run a report when that action is only performed monthly, quarterly, semi-annually or yearly. Using the Save & Load Criteria feature can greatly reduce the strain on your memory when it comes time to run the reports.

[[File:SaveAndLoadCriteria.png]]

:i) In order to save your criteria, setup and run your report as normal. After ensuring you get the results you want, close the print preview so you are back on the Criteria screen
:ii) Click the Save Criteria button. The Save and Load Criteria box will pop-up
:iii) Enter a unique name for the criteria, e.g., VeteransOv65
:iv) Enter a brief description in the field labeled Description, e.g., Veterans over 65 years of age
:v) If you check the box labeled Save for General Use, it will be available to everyone, otherwise only you will be able to see it
:vi) The next time you need to run the report using this criteria, choose the report, go to the Criteria screen, then click on Load Criteria
:vii) Criteria can be applied to reports other than the one they were developed for.

[[File:SaveAndLoadCriteria.png]]

:viii) Find the name of the criteria you saved. If you are running criteria that another staff member created, click on Display General Criteria and you will be able to see a list of criteria that was saved for general use.

Note: If a staff member said they saved criteria and you do not see it, they probably didn’t save it for general use. It is stored under their staff number and can only be run by them

:ix) Once you find the criteria, click on the Load button
:x) All the criteria you saved will populate the Criteria screen and you can click on Prepare Report and Produce Report to see your report.

Note: You will probably need to change the dates, but otherwise you’re ready to run the report. Be aware that sort options do not store with the Save Criteria feature, so you may also need to choose the sort order

Running Reports

2017-10-24T16:47:00Z

Kempscas: /* Reports that just run without input */

==Reports in Prime are dynamic==
What that means is they have a set format (certain fields, the way they look, etc.). However they can be filled with different data. For example, dates opened, dates closed, offices, funding codes, etc. can all be used to change the data that is used by a report. It also means that if you run a report today it might differ from one tomorrow if data has been added or changed. Within the Web version, reports in this portion of the system are run using the QBF (Query By Form) screen.

==Criteria Screens (QBF-Query by Form) Reports==

[[File:QBFScreen.png]]

The Criteria or QBF screen, allows you to enter the criteria you want to use to fill your report. Criteria screens exist for all of the major tables in Prime. If the report you select gives you a Criteria screen, you must:
1) Make sure the report name you chose shows up in the Report Name in the Report Control Panel section

2) Enter the criteria for the records you are looking for. There are several steps for entering criteria
:i) Use a dash for a range (e.g., 1/1/05-6/30/05)
:ii) Use a comma for a list, e.g., 32, 63 for divorces and landlord tenant.
:iii) Exceptions to the use of dashes and commas
::(a) Note: If what you are searching for contains a DASH, such as a case number, the system gets confused and thinks you want a range. The Criteria screen will interpret the dash as a range (e.g., 13-2002541 will cause the system to look for cases between 13 and 2002541 instead of case number 13-2002541).

When requesting a range of case numbers or the records for a single case such as time records, go to the Character to Show box on the screen and change Range to COLON (:).
::(b) The same applies if the data you are looking for has a COMMA in it. Select something other than the comma from the Character to Show – List box
::(c) Remember, this only applies if what you are searching for contains a dash or a comma (e.g., case # 96-70001 or Jones, Jr.)

3) Use the word NULL to indicate no entry (e.g., NULL next to Date Closed gives you open cases)

4) Use < > and = signs (e.g., > 65 with age or < $8000 for income)

5) Use the * sign as a wildcard for an unlimited number of characters (e.g., Sm* gives you Smith, Smoot)

6) Use the ? as a wildcard for a single character, J?n gives you Jan and Jon, but not Jane or John.

7) Criteria are cumulative (e.g., an F with Gender and 59 with Age gives you 59 year-old women)

8) Select Choose other below to choose fields that aren’t mentioned specifically on the Criteria screen. For example you could use it to choose Adults since it isn’t listed on the form.

9) Choose Sort (Forms) and use the menu to choose how you want the report sorted. Indicate if you want the sort to be ascending (A to Z) or descending (Z to A). Forms and Queries can be sorted but the Report object can’t because the sort order is part of its setup.

10) Select Prepare Report and Produce Report to get a print preview

11) Print and/or output the report to a HTML, RTF, Excel or other format file

12) To determine how many pages the resulting report is, check the lower left-hand corner of the screen. Use the arrows to go from one page to another on multiple page reports

13) Save and Load Criteria – It can be difficult to remember the criteria used to run a report when that action is only performed monthly, quarterly, semi-annually or yearly. Using the Save & Load Criteria feature can greatly reduce the strain on your memory when it comes time to run the reports.

[[File:SaveAndLoadCriteria.png]]

:i) In order to save your criteria, setup and run your report as normal. After ensuring you get the results you want, close the print preview so you are back on the Criteria screen
:ii) Click the Save Criteria button. The Save and Load Criteria box will pop-up
:iii) Enter a unique name for the criteria, e.g., VeteransOv65
:iv) Enter a brief description in the field labeled Description, e.g., Veterans over 65 years of age
:v) If you check the box labeled Save for General Use, it will be available to everyone, otherwise only you will be able to see it
:vi) The next time you need to run the report using this criteria, choose the report, go to the Criteria screen, then click on Load Criteria
:vii) Criteria can be applied to reports other than the one they were developed for.

[[File:SaveAndLoadCriteria.png]]

:viii) Find the name of the criteria you saved. If you are running criteria that another staff member created, click on Display General Criteria and you will be able to see a list of criteria that was saved for general use.

Note: If a staff member said they saved criteria and you do not see it, they probably didn’t save it for general use. It is stored under their staff number and can only be run by them

:ix) Once you find the criteria, click on the Load button
:x) All the criteria you saved will populate the Criteria screen and you can click on Prepare Report and Produce Report to see your report.

Note: You will probably need to change the dates, but otherwise you’re ready to run the report. Be aware that sort options do not store with the Save Criteria feature, so you may also need to choose the sort order

Running Reports

2017-10-24T16:46:50Z

Kempscas: /* Non-QBF (Prompt) Reports */

==Reports in Prime are dynamic==
What that means is they have a set format (certain fields, the way they look, etc.). However they can be filled with different data. For example, dates opened, dates closed, offices, funding codes, etc. can all be used to change the data that is used by a report. It also means that if you run a report today it might differ from one tomorrow if data has been added or changed. Within the Web version, reports in this portion of the system are run using the QBF (Query By Form) screen.

==Criteria Screens (QBF-Query by Form) Reports==

[[File:QBFScreen.png]]

The Criteria or QBF screen, allows you to enter the criteria you want to use to fill your report. Criteria screens exist for all of the major tables in Prime. If the report you select gives you a Criteria screen, you must:
1) Make sure the report name you chose shows up in the Report Name in the Report Control Panel section

2) Enter the criteria for the records you are looking for. There are several steps for entering criteria
:i) Use a dash for a range (e.g., 1/1/05-6/30/05)
:ii) Use a comma for a list, e.g., 32, 63 for divorces and landlord tenant.
:iii) Exceptions to the use of dashes and commas
::(a) Note: If what you are searching for contains a DASH, such as a case number, the system gets confused and thinks you want a range. The Criteria screen will interpret the dash as a range (e.g., 13-2002541 will cause the system to look for cases between 13 and 2002541 instead of case number 13-2002541).

When requesting a range of case numbers or the records for a single case such as time records, go to the Character to Show box on the screen and change Range to COLON (:).
::(b) The same applies if the data you are looking for has a COMMA in it. Select something other than the comma from the Character to Show – List box
::(c) Remember, this only applies if what you are searching for contains a dash or a comma (e.g., case # 96-70001 or Jones, Jr.)

3) Use the word NULL to indicate no entry (e.g., NULL next to Date Closed gives you open cases)

4) Use < > and = signs (e.g., > 65 with age or < $8000 for income)

5) Use the * sign as a wildcard for an unlimited number of characters (e.g., Sm* gives you Smith, Smoot)

6) Use the ? as a wildcard for a single character, J?n gives you Jan and Jon, but not Jane or John.

7) Criteria are cumulative (e.g., an F with Gender and 59 with Age gives you 59 year-old women)

8) Select Choose other below to choose fields that aren’t mentioned specifically on the Criteria screen. For example you could use it to choose Adults since it isn’t listed on the form.

9) Choose Sort (Forms) and use the menu to choose how you want the report sorted. Indicate if you want the sort to be ascending (A to Z) or descending (Z to A). Forms and Queries can be sorted but the Report object can’t because the sort order is part of its setup.

10) Select Prepare Report and Produce Report to get a print preview

11) Print and/or output the report to a HTML, RTF, Excel or other format file

12) To determine how many pages the resulting report is, check the lower left-hand corner of the screen. Use the arrows to go from one page to another on multiple page reports

13) Save and Load Criteria – It can be difficult to remember the criteria used to run a report when that action is only performed monthly, quarterly, semi-annually or yearly. Using the Save & Load Criteria feature can greatly reduce the strain on your memory when it comes time to run the reports.

[[File:SaveAndLoadCriteria.png]]

:i) In order to save your criteria, setup and run your report as normal. After ensuring you get the results you want, close the print preview so you are back on the Criteria screen
:ii) Click the Save Criteria button. The Save and Load Criteria box will pop-up
:iii) Enter a unique name for the criteria, e.g., VeteransOv65
:iv) Enter a brief description in the field labeled Description, e.g., Veterans over 65 years of age
:v) If you check the box labeled Save for General Use, it will be available to everyone, otherwise only you will be able to see it
:vi) The next time you need to run the report using this criteria, choose the report, go to the Criteria screen, then click on Load Criteria
:vii) Criteria can be applied to reports other than the one they were developed for.

[[File:SaveAndLoadCriteria.png]]

:viii) Find the name of the criteria you saved. If you are running criteria that another staff member created, click on Display General Criteria and you will be able to see a list of criteria that was saved for general use.

Note: If a staff member said they saved criteria and you do not see it, they probably didn’t save it for general use. It is stored under their staff number and can only be run by them

:ix) Once you find the criteria, click on the Load button
:x) All the criteria you saved will populate the Criteria screen and you can click on Prepare Report and Produce Report to see your report.

Note: You will probably need to change the dates, but otherwise you’re ready to run the report. Be aware that sort options do not store with the Save Criteria feature, so you may also need to choose the sort order

==Reports that just run without input==
The Error Alert that runs on startup is a good example of such a report. The Administrator decides what criteria and tests are to be used. The user just runs it with no interaction.
[[File:ErrorAlertReport.png]]

Running Reports

2017-10-24T16:46:34Z

Kempscas: /* Custom Criteria Screens */

==Reports in Prime are dynamic==
What that means is they have a set format (certain fields, the way they look, etc.). However they can be filled with different data. For example, dates opened, dates closed, offices, funding codes, etc. can all be used to change the data that is used by a report. It also means that if you run a report today it might differ from one tomorrow if data has been added or changed. Within the Web version, reports in this portion of the system are run using the QBF (Query By Form) screen.

==Criteria Screens (QBF-Query by Form) Reports==

[[File:QBFScreen.png]]

The Criteria or QBF screen, allows you to enter the criteria you want to use to fill your report. Criteria screens exist for all of the major tables in Prime. If the report you select gives you a Criteria screen, you must:
1) Make sure the report name you chose shows up in the Report Name in the Report Control Panel section

2) Enter the criteria for the records you are looking for. There are several steps for entering criteria
:i) Use a dash for a range (e.g., 1/1/05-6/30/05)
:ii) Use a comma for a list, e.g., 32, 63 for divorces and landlord tenant.
:iii) Exceptions to the use of dashes and commas
::(a) Note: If what you are searching for contains a DASH, such as a case number, the system gets confused and thinks you want a range. The Criteria screen will interpret the dash as a range (e.g., 13-2002541 will cause the system to look for cases between 13 and 2002541 instead of case number 13-2002541).

When requesting a range of case numbers or the records for a single case such as time records, go to the Character to Show box on the screen and change Range to COLON (:).
::(b) The same applies if the data you are looking for has a COMMA in it. Select something other than the comma from the Character to Show – List box
::(c) Remember, this only applies if what you are searching for contains a dash or a comma (e.g., case # 96-70001 or Jones, Jr.)

3) Use the word NULL to indicate no entry (e.g., NULL next to Date Closed gives you open cases)

4) Use < > and = signs (e.g., > 65 with age or < $8000 for income)

5) Use the * sign as a wildcard for an unlimited number of characters (e.g., Sm* gives you Smith, Smoot)

6) Use the ? as a wildcard for a single character, J?n gives you Jan and Jon, but not Jane or John.

7) Criteria are cumulative (e.g., an F with Gender and 59 with Age gives you 59 year-old women)

8) Select Choose other below to choose fields that aren’t mentioned specifically on the Criteria screen. For example you could use it to choose Adults since it isn’t listed on the form.

9) Choose Sort (Forms) and use the menu to choose how you want the report sorted. Indicate if you want the sort to be ascending (A to Z) or descending (Z to A). Forms and Queries can be sorted but the Report object can’t because the sort order is part of its setup.

10) Select Prepare Report and Produce Report to get a print preview

11) Print and/or output the report to a HTML, RTF, Excel or other format file

12) To determine how many pages the resulting report is, check the lower left-hand corner of the screen. Use the arrows to go from one page to another on multiple page reports

13) Save and Load Criteria – It can be difficult to remember the criteria used to run a report when that action is only performed monthly, quarterly, semi-annually or yearly. Using the Save & Load Criteria feature can greatly reduce the strain on your memory when it comes time to run the reports.

[[File:SaveAndLoadCriteria.png]]

:i) In order to save your criteria, setup and run your report as normal. After ensuring you get the results you want, close the print preview so you are back on the Criteria screen
:ii) Click the Save Criteria button. The Save and Load Criteria box will pop-up
:iii) Enter a unique name for the criteria, e.g., VeteransOv65
:iv) Enter a brief description in the field labeled Description, e.g., Veterans over 65 years of age
:v) If you check the box labeled Save for General Use, it will be available to everyone, otherwise only you will be able to see it
:vi) The next time you need to run the report using this criteria, choose the report, go to the Criteria screen, then click on Load Criteria
:vii) Criteria can be applied to reports other than the one they were developed for.

[[File:SaveAndLoadCriteria.png]]

:viii) Find the name of the criteria you saved. If you are running criteria that another staff member created, click on Display General Criteria and you will be able to see a list of criteria that was saved for general use.

Note: If a staff member said they saved criteria and you do not see it, they probably didn’t save it for general use. It is stored under their staff number and can only be run by them

:ix) Once you find the criteria, click on the Load button
:x) All the criteria you saved will populate the Criteria screen and you can click on Prepare Report and Produce Report to see your report.

Note: You will probably need to change the dates, but otherwise you’re ready to run the report. Be aware that sort options do not store with the Save Criteria feature, so you may also need to choose the sort order

==Non-QBF (Prompt) Reports==
Some reports are limited as to which criteria can be applied to them. To run these reports, you are usually prompted for criteria such as a beginning and ending date. Non-QBF Reports are generated by pushing a button and entering information when prompted, such as Start Date, End Date, etc.

[[File:NonQBFPrompt.png]]

==Reports that just run without input==
The Error Alert that runs on startup is a good example of such a report. The Administrator decides what criteria and tests are to be used. The user just runs it with no interaction.
[[File:ErrorAlertReport.png]]

Running Reports

2017-10-24T16:46:15Z

Kempscas:

==Reports in Prime are dynamic==
What that means is they have a set format (certain fields, the way they look, etc.). However they can be filled with different data. For example, dates opened, dates closed, offices, funding codes, etc. can all be used to change the data that is used by a report. It also means that if you run a report today it might differ from one tomorrow if data has been added or changed. Within the Web version, reports in this portion of the system are run using the QBF (Query By Form) screen.

==Criteria Screens (QBF-Query by Form) Reports==

[[File:QBFScreen.png]]

The Criteria or QBF screen, allows you to enter the criteria you want to use to fill your report. Criteria screens exist for all of the major tables in Prime. If the report you select gives you a Criteria screen, you must:
1) Make sure the report name you chose shows up in the Report Name in the Report Control Panel section

2) Enter the criteria for the records you are looking for. There are several steps for entering criteria
:i) Use a dash for a range (e.g., 1/1/05-6/30/05)
:ii) Use a comma for a list, e.g., 32, 63 for divorces and landlord tenant.
:iii) Exceptions to the use of dashes and commas
::(a) Note: If what you are searching for contains a DASH, such as a case number, the system gets confused and thinks you want a range. The Criteria screen will interpret the dash as a range (e.g., 13-2002541 will cause the system to look for cases between 13 and 2002541 instead of case number 13-2002541).

When requesting a range of case numbers or the records for a single case such as time records, go to the Character to Show box on the screen and change Range to COLON (:).
::(b) The same applies if the data you are looking for has a COMMA in it. Select something other than the comma from the Character to Show – List box
::(c) Remember, this only applies if what you are searching for contains a dash or a comma (e.g., case # 96-70001 or Jones, Jr.)

3) Use the word NULL to indicate no entry (e.g., NULL next to Date Closed gives you open cases)

4) Use < > and = signs (e.g., > 65 with age or < $8000 for income)

5) Use the * sign as a wildcard for an unlimited number of characters (e.g., Sm* gives you Smith, Smoot)

6) Use the ? as a wildcard for a single character, J?n gives you Jan and Jon, but not Jane or John.

7) Criteria are cumulative (e.g., an F with Gender and 59 with Age gives you 59 year-old women)

8) Select Choose other below to choose fields that aren’t mentioned specifically on the Criteria screen. For example you could use it to choose Adults since it isn’t listed on the form.

9) Choose Sort (Forms) and use the menu to choose how you want the report sorted. Indicate if you want the sort to be ascending (A to Z) or descending (Z to A). Forms and Queries can be sorted but the Report object can’t because the sort order is part of its setup.

10) Select Prepare Report and Produce Report to get a print preview

11) Print and/or output the report to a HTML, RTF, Excel or other format file

12) To determine how many pages the resulting report is, check the lower left-hand corner of the screen. Use the arrows to go from one page to another on multiple page reports

13) Save and Load Criteria – It can be difficult to remember the criteria used to run a report when that action is only performed monthly, quarterly, semi-annually or yearly. Using the Save & Load Criteria feature can greatly reduce the strain on your memory when it comes time to run the reports.

[[File:SaveAndLoadCriteria.png]]

:i) In order to save your criteria, setup and run your report as normal. After ensuring you get the results you want, close the print preview so you are back on the Criteria screen
:ii) Click the Save Criteria button. The Save and Load Criteria box will pop-up
:iii) Enter a unique name for the criteria, e.g., VeteransOv65
:iv) Enter a brief description in the field labeled Description, e.g., Veterans over 65 years of age
:v) If you check the box labeled Save for General Use, it will be available to everyone, otherwise only you will be able to see it
:vi) The next time you need to run the report using this criteria, choose the report, go to the Criteria screen, then click on Load Criteria
:vii) Criteria can be applied to reports other than the one they were developed for.

[[File:SaveAndLoadCriteria.png]]

:viii) Find the name of the criteria you saved. If you are running criteria that another staff member created, click on Display General Criteria and you will be able to see a list of criteria that was saved for general use.

Note: If a staff member said they saved criteria and you do not see it, they probably didn’t save it for general use. It is stored under their staff number and can only be run by them

:ix) Once you find the criteria, click on the Load button
:x) All the criteria you saved will populate the Criteria screen and you can click on Prepare Report and Produce Report to see your report.

Note: You will probably need to change the dates, but otherwise you’re ready to run the report. Be aware that sort options do not store with the Save Criteria feature, so you may also need to choose the sort order

==Custom Criteria Screens==
Some reports can’t run under a full QBF screen but do work with a custom criteria screen that limits the choices you can make. The Status reports are one such group of reports. Here is the custom criteria screen.

[[File:CustomCriteriaScreen.png]]

==Non-QBF (Prompt) Reports==
Some reports are limited as to which criteria can be applied to them. To run these reports, you are usually prompted for criteria such as a beginning and ending date. Non-QBF Reports are generated by pushing a button and entering information when prompted, such as Start Date, End Date, etc.

[[File:NonQBFPrompt.png]]

==Reports that just run without input==
The Error Alert that runs on startup is a good example of such a report. The Administrator decides what criteria and tests are to be used. The user just runs it with no interaction.
[[File:ErrorAlertReport.png]]

File:WebAvailableReport.png

2017-10-24T16:40:19Z

Kempscas:

File:WebReportMainCategories.png

2017-10-24T16:39:40Z

Kempscas: Kempscas uploaded a new version of File:WebReportMainCategories.png

File:WebReportMainCategories.png

2017-10-24T16:37:13Z

Kempscas:

Error Checking On Eligibility

2017-10-24T16:16:04Z

Kempscas: Created page with "There is a nice new error checking feature in Prime: Error Alert in the Eligibility Page ==Coloring the Background of Fields == Conditional formatting is a feature in Access..."

There is a nice new error checking feature in Prime: Error Alert in the Eligibility Page

==Coloring the Background of Fields ==
Conditional formatting is a feature in Access that allows the user to set the display properties of a field based upon what the field (or record) contains. This means that the background of fields that you want people to fill out on the intake sheet could be tinted red until there was a proper entry in the field. The field would then change back to the normal white background color. This makes it very easy for users to see if they filled out all the required fields on a page. It would also be possible to use different colors so that a certain color would show on fields required only for a particular type of case, such as
This formatting is not limited just to the intake page. Prime 16 has the Volunteer Lawyer Search page tint lawyers who don’t have an ongoing case in light yellow. Those lawyers who are off panel are grayed out. You could change the Client Search screen so that case numbers for seniors would show up in green and those for veterans would be tinted blue.
Prime 16 is set up so that required fields have their backgrounds colored a light red until they are correctly filled in. An individual office can easily add this formatting to any additional fields where it is deemed necessary.

==Error Alert on the Eligibility Screen==
Every office is acquainted with the Error Alert that runs on startup and checks both open and closed cases for errors. These checks use stored procedures on the SQL Server. Some offices have created their own stored procedures that check requirements unique to their office.
This error checking has been extended in Prime 16.4.02 to the Eligibility sheet. The errors that are checked are the same ones used for eligibility when Prime starts up. If you’ve created your own set of error checking procedures, these can be included with some minor modifications.
The error checking can be activated one of two ways:
Error Alert Button – A button is provided that the user can press to get a list of errors for that intake sheet.
Automatic Checking Upon Exit – A Preference option turns on a feature that automatically error checks the eligibility entries just before the user exits it If this feature is turned on (it is set for each user so one person may have it turned on and another turned off), a message box appears before the user leaves the eligibility screen. Although they can still exit the page, they are put on notice of the errors that exist (See below). This checks any eligibility entry you modify, even if you didn’t originally open it.

[[File:EligibilityErrorCheck.png|thumb|none]]

File:EligibilityErrorCheck.png

2017-10-24T16:15:55Z

Kempscas:

Updates

2017-10-24T15:52:07Z

Kempscas:

[[Error Checking On A Case]]

[[Conflict Checking on a Case]]

[[Emails, Texts, Notes]]

[[Time Pause Form]]

[[Litigation Form]]

[[Lost Staff Number]]

[[Language Report]]

[[Today/Calendar Form]]

[[Bulk Add to Favorite Reports]]

[[Common Adverse Parties]]

[[Intelligent Intake]]

[[Error Checking On Eligibility]] <New to Prime 16.4.02 - 10/23/2017>

Web:Office 365 Calendar Sync

2017-10-18T18:15:07Z

Kempscas: Created page with "More information may be found here: File:Prime O365 Calendar Sync.pdf Users will find the link to actually perform the sync under Search-->Office365 Calendar Sync"

More information may be found here: [[File:Prime O365 Calendar Sync.pdf]]

Users will find the link to actually perform the sync under Search-->Office365 Calendar Sync

Web:Advanced Features

2017-10-18T18:14:25Z

Kempscas:

[[Web:Smart Duplication]]

[[Web:Master Case Use]]

[[Web:Special Programs]]

[[Web:Funding Code Analyzer]]

[[Web:Interview System]]

[[Web:Project Management]]

[[Web:Document Tracking/Management]]

[[Web:Finance]]

[[Web:Email]]

[[Calculated Fields]]

[[Automatic Backup of Deleted Records]]

[[Web:Online Application System]]

[[Texting Using Prime 16]]

[[Web Based Optional Programs]]

[[Web:Office 365 Calendar Sync]]

Web:Using Spcode1, 2, and 3 User-Defined Fields

2017-09-20T19:26:45Z

Kempscas:

There are three fields that the user can decide how to use on Intake Page 2 of the Client intake form.

They are labeled Spcode1, Spcode2 and Spcode3. They are unused fields reserved for your own use for whatever purpose you need them for.

[[File:WebClientPage3SpecPCode.png|thumb|none]]

Modify the Pull Down Values
:i) If you decide to use the SPCode1 as a pull down, you will have to populate the field choices.
:ii) Because these are stored in a table, populating the choices means putting values into a table. The values will then automatically show up on the pull down. You can do this directly by using the Administration system and expanding the client option.

File:WebClientPage3SpecPCode.png

2017-09-20T19:24:31Z

Kempscas:

Web:Using Spcode1, 2, and 3 User-Defined Fields

2017-09-20T19:23:01Z

Kempscas: Created page with "There are three fields that the user can decide how to use on Intake Page 2 of the Client intake form. They are labeled Spcode1, Spcode2 and Spcode3. They are unused fields r..."

There are three fields that the user can decide how to use on Intake Page 2 of the Client intake form.

They are labeled Spcode1, Spcode2 and Spcode3. They are unused fields reserved for your own use for whatever purpose you need them for.

[[File:SPCode1.png|thumb|none]]

This will explain the different ways these fields can be used.

For our example, we will assume you want to track information for a Sexual Assault grant. Our example for the field Spcode1, also applies to Spcode 2 and 3.

Using Spcode1 to store a value of your choice, is easy. However, there are several options that you can use that will make this field even more useful. You can set up the field to allow you to:
:i) Type in a Value
:ii) Choose a Value from a pull down, or
:iii) Choose a Value from a pull down or type in a value if the list doesn’t give you what you want.

The steps we will follow to do this are simple. We will:
:i) Show you how to shut off the pull down, or
:ii) Modify the pull down values
:iii) Limit the value entered to only choices on the pull down
:iv) Set a default value if nothing is chosen
:v) Change the label to say something more meaningful than Spcode 1.

The changes we make should be done on the Master copy of Prime Front End. Except for the changes to the values for the pull down, you will have to push out this change to all users.

Shut off the pull down if you don’t want to use the field as a pull down, you can change it so that it is a simple text field.
:i) This would be useful for gathering information that will not follow a set list, but would vary case by case, such as the Mother’s phone number.
:ii) To do this, go to the Navigation Pane on the left and open it up. Press F11 if you don’t see it. If it still doesn’t appear, contact your administrator, since they might have it turned it off.
:iii) Type in inpClients into the Search box. If the Search box doesn’t appear, right click on the top of the Navigation Pane and choose Search Bar.
:iv) Right click on inpClients when it shows up and choose Design view.
:v) Go to the Intake Page 2 and right click on the data entry box next to Spcode 1.
:vi) Pick Change To from the Combo Box that appears and select Text Box. This changes the field so that it will no longer function as a pull down.

Modify the Pull Down Values
:i) If you decide to use the SPCode1 as a pull down, you will have to populate the field choices.
:ii) Because these are stored in a table, populating the choices means putting values into a table. The values will then automatically show up on the pull down. You can do this directly by using the Navigation Pane or from the Menus
::(a) From the Navigation Pane – Pull the Navigation Pane out from the left side of the screen or press F11.
::(b) When it appears, type subSpcode1 into the Search box. (If no search box, right click and choose Search Bar to display it)
::(c) If there are existing values in the table you could shut off the values so you don’t see them, but preserve them for future report writing. To do this, put a Zero (False) under the CurrentR value next to each row. This will hide the choices on the Client Intake but allow you to see what the old codes meant in the future.
::(d) Erase the values that are currently in the table, assuming you don’t need them or they only say something like User definable field. Now type in the values you want. The first column is what is stored and the second column is a description. You can choose to store things as a code or as a full text. Let’s look at these two approaches:
:::(i) As a code – you would enter something like:
::::SAF                  Sexual Assault by Family Member
::::SAN                 No Sexual Assault
::::SAS                 Sexual Assault by Stranger
:::(ii) As full text you could enter this text and leave the second column blank:
::::Sex Assault by Family Member
::::No Sex Assault
::::Sex Assault by Stranger

:iii) From the Menu – The steps are the same as above but you get to the table a different way.
::(a) Go to the Ribbon Bar and Choose Admin, then Click on Setup Functions,
::(b) Then Setup Tables.
::(c) When you see the list, scroll down to
:::Clients – Spcode1             subSpcode1
:::and click on it. Then follow the above instructions.

Limit the Value Entered to Only Choices on the Pull Down
:i) Assuming you are in the Admin Copy of Prime (or working with the master copy of the front end), open the inpClients form in the design mode.
:ii) Go to page two and click on the entry block next to Spcode 1.
:iii) If there is no Property Box open, Right click and choose Properties.
:iv) If the Properties box is already open, just use that box.
:v) Click on the Data tab. You can then go to the Limit to List and choose true if you only want to allow people to enter what is on the pull down.
:vi) Leave it false to allow people to either choose the pull down OR type in anything they want.

Set a Default Value if Nothing is Chosen - You can also put a value in next to the Default property, such as SAN, and this is what will be saved on a new record if not changed.

Change the Label
:i) If you want to make the user understand what the field is being used for, you should change the caption.
:ii) Click on the caption next to the input box and type in Sexual Assault Type.
:iii) The users will now have a better understating of what the field’s use is.
:iv) However, you will have to use Spcode1 when writing a query, using the search screen or doing a report using the Criteria Screen.

Save your Changes - You now should save the changes to the inpClients form.

Then test it. If it works correctly you can then push it out to all users.

Web:Administrator's Functions

2017-09-20T19:22:50Z

Kempscas:

- Note: This section describes functions that can alter the system and/or the data contained therein. It is aimed at the Database Administrator and a general user may not need this information unless they have been given a specific task such as adding form letters into the system, etc.

[[Web:Staff Roles]]

[[Web:Staff Review Stage|Online Intake]]

Track Your Changes <<Not currently available in Prime 16 Web>>

[[Web:Letters/Forms]]

[[Web:Setup Functions]]

[[Web:Staff Settings]]

[[Installing Prime]]

[[Web:Setup Tables]]

[[Web:Auto Case Numbering]]

[[Web:Changing the Defaults on an Intake Sheet]]

[[Web:Staff Member Setup]]

[[Add or Remove Choices from a Pull Down]]

[[Web:Using Spcode1, 2, and 3 User-Defined Fields]]

[[Deleting Records]]

[[Maintenance]]

[[The Basic Guide to Using Prime]]

Web:Staff Member Setup

2017-09-20T19:16:52Z

Kempscas: /* Explanation of the other choices */

Web:Staff Member Setup

2017-09-20T19:16:22Z

Kempscas: /* Staff Roles */

File:Web Staff Roles.png

2017-09-20T19:15:23Z

Kempscas:

Web:Staff Member Setup

2017-09-20T19:11:49Z

Kempscas: /* Add Staff */

In order to enter staff members and assign staff roles, you must have administrative rights. Go to Administration and expand Staff.

==Add Staff==
The Staff Member input form allows you to add staff members to the database. After adding staff members, you must next assign staff roles (Described in later in this section).

[[File:WebStaffEdit.png|thumb|none]]

:1) Required fields are marked with an (*)
:2) Enter a staff number. Make sure you reference the Used #’s for staff members already in the system before entering a new number. (Note the staff number is NOT an auto number. Because it isn’t, you can set up a number series for different groups in your office based upon things like position, office, unit, etc.)
:3) Fill in the initials for the staff member. If they do not have a middle initial, enter X for the middle initial (Note: This is used for logging into Prime if an alternate password isn’t entered.)
:4) Fill in all other contact, hiring, and emergency contact information according to office policy.
:5) If the staff member works in a certain area or unit within the office (Consumer, Family, etc.) or works on a team (Support Staff, Management, etc.), make sure you include this information.
:6) Click on the Add button to save the record and enter the next staff member
:7) Click on Save or Save/Close

==Staff Roles==
Also located under Admin Staff Settings is Staff Roles. Prime doesn’t prompt for passwords when trying to use restricted functions. Rather each staff member is granted permission to use certain features by setting their ‘role’. Prohibited functions will either not appear or appear grayed out. For example, Clarence W. Darrow is given the role Admin 1, which allows him to see all of the restricted features in Prime. Richard Simmons can be given Roles 7 and 8, allowing him to use the Grants and Donations features.

[[File:Staff3.png|thumb|none]]

:1) Choose the staff member you wish to assign roles to on the left by highlighting their name (Note: You will only see employees in this list if they are marked as current employees. If this isn’t checked on their staff intake, they will not show up in the list.)
:2) Next, select the role(s) you would like for them to have. Roles assigned are highlighted. To deselect a role, click on the role again
::i) Admin – Includes admin setup, maintenance features, and all of the following rights
::ii) Reports – Select and run reports. It also allows them to use the ‘Business Intelligence’ dashboard.
::iii) Letters – Add and modify form letters, modify referral letters, and schedule letters. (Note: All users can generate form letters from Client , Eligibility forms, etc.)
::iv) Grants – Use the Grants Package that tracks grants, their requirements, helps prepare grant requests, allows you to keep a budget for the grant, and does reporting.
::v) Donations – Access the Fund Raising Package in the system. This tracks contributions, contributors, and the organizations the contributors belong to.
::vi) Trust – Manage client trust accounts.
::vii) Smember – Enter and modify staff member records including assigning them roles
::viii) PBI – Modify certain Private Bar Involvement features
::ix) Dashboard Graphics – Generate over 75 graphs using the ‘Business Intelligence’ dashboard.
::x) Online Intakes – Screen online intakes for the optional Online Application System
::xi) Vault – Preserve custom queries, etc. you created. This means you can reload them if your front end is overwritten with a revised master copy.

==Explanation of the other choices==
:1) Time prompt on opening a new Intake – Check this box if your program does time keeping and you wish to be prompted to start time when opening an intake screen such as clients or eligibility.
:2) Use Internal Messaging – Internal messages allows you to send messages to other staff members. It can be regarding a case or other matter. If your program wishes to use this feature, check this box. If a staff member does not have this checked, they will not be able to send or receive messages
:3) Select the Office number
:4) Unit number – Within your program, you might have units such as Housing, Intake, Consumer, Domestic, etc. Include the unit or area this staff member works in
:5) Select the Letterhead to default to
:6) Time Interval – For time keeping, select the appropriate time interval your office uses; 6 minutes or 15 minutes
:7) Check for Errors on Startup – When Prime first opens, an Error Alert Screen appears. This shows the errors the user has for open cases and cases closed as far back as is set in the Error Check Closed Cases From field. These are errors such as citizenship not checked, client’s state is missing, and client’s age is unreasonable. This feature can be turned on by placing a check here
:8) Error check closed cases from – If you decide to use the error alert feature, select the date for how far back to review closed cases.
:9) Errors allowed before you are locked out – There are approximately 75 stored procedures that check for errors. The Administrator can select which stored procedures will run and thus what errors will be checked for. This sets the number of errors a staff person can have before you are locked out of the system. You can double-click on an error and it will take you to the intake screen, so that you can correct that error. Most programs set this to 10 errors. This prevents the year-end rush of correcting data.
:10) Start Screen – Allows you to set or change your Startup screen (Described in Start Screen Setup)
:11) Menu Screen – Allows you to set or change your Menu screen (Described in under Main Menu Setup)
:12) Initials – These are the initials used for logging into Prime if no password is set. They are also used on certain reports .
:13) Password – If you wish not to use your initials, you can enter a password here for login

Last, be sure to click on Save Changes

File:WebStaffEdit.png

2017-09-20T19:11:06Z

Kempscas:

Web:Staff Member Setup

2017-09-20T19:09:22Z

Kempscas:

In order to enter staff members and assign staff roles, you must have administrative rights. Go to Administration and expand Staff.

==Add Staff==
The Staff Member input form allows you to add staff members to the database. After adding staff members, you must next assign staff roles (Described in later in this section).

[[File:Staff2.png|thumb|none]]

:1) Required fields are marked with an (*)
:2) Enter a staff number. Make sure you reference the Used #’s for staff members already in the system before entering a new number. (Note the staff number is NOT an auto number. Because it isn’t, you can set up a number series for different groups in your office based upon things like position, office, unit, etc.)
:3) Fill in the initials for the staff member. If they do not have a middle initial, enter X for the middle initial (Note: This is used for logging into Prime if an alternate password isn’t entered.)
:4) Fill in all other contact, hiring, and emergency contact information according to office policy.
:5) If the staff member works in a certain area or unit within the office (Consumer, Family, etc.) or works on a team (Support Staff, Management, etc.), make sure you include this information.
:6) Click on the Add button to save the record and enter the next staff member
:7) Click on Save/Stay or Close the record to save
:8) Buttons across the top of the Staff Member input form
::i) Save/Stay – Save this information and stay on this form (Note: This will also let you know, through an error box, whether you have missed a particular entry that is required)
::ii) Add – Saves the form and opens a new, blank Staff Member input form
::iii) Print – Print this staff member’s information
::iv) Time – This button will take you to the Stop Watch Time Keeping form, wherein you can track the time spent on this input form. Time keeping is covered later in this document.
::v) Close – Saves the information on this form and returns you to the menu system

==Staff Roles==
Also located under Admin Staff Settings is Staff Roles. Prime doesn’t prompt for passwords when trying to use restricted functions. Rather each staff member is granted permission to use certain features by setting their ‘role’. Prohibited functions will either not appear or appear grayed out. For example, Clarence W. Darrow is given the role Admin 1, which allows him to see all of the restricted features in Prime. Richard Simmons can be given Roles 7 and 8, allowing him to use the Grants and Donations features.

[[File:Staff3.png|thumb|none]]

:1) Choose the staff member you wish to assign roles to on the left by highlighting their name (Note: You will only see employees in this list if they are marked as current employees. If this isn’t checked on their staff intake, they will not show up in the list.)
:2) Next, select the role(s) you would like for them to have. Roles assigned are highlighted. To deselect a role, click on the role again
::i) Admin – Includes admin setup, maintenance features, and all of the following rights
::ii) Reports – Select and run reports. It also allows them to use the ‘Business Intelligence’ dashboard.
::iii) Letters – Add and modify form letters, modify referral letters, and schedule letters. (Note: All users can generate form letters from Client , Eligibility forms, etc.)
::iv) Grants – Use the Grants Package that tracks grants, their requirements, helps prepare grant requests, allows you to keep a budget for the grant, and does reporting.
::v) Donations – Access the Fund Raising Package in the system. This tracks contributions, contributors, and the organizations the contributors belong to.
::vi) Trust – Manage client trust accounts.
::vii) Smember – Enter and modify staff member records including assigning them roles
::viii) PBI – Modify certain Private Bar Involvement features
::ix) Dashboard Graphics – Generate over 75 graphs using the ‘Business Intelligence’ dashboard.
::x) Online Intakes – Screen online intakes for the optional Online Application System
::xi) Vault – Preserve custom queries, etc. you created. This means you can reload them if your front end is overwritten with a revised master copy.

==Explanation of the other choices==
:1) Time prompt on opening a new Intake – Check this box if your program does time keeping and you wish to be prompted to start time when opening an intake screen such as clients or eligibility.
:2) Use Internal Messaging – Internal messages allows you to send messages to other staff members. It can be regarding a case or other matter. If your program wishes to use this feature, check this box. If a staff member does not have this checked, they will not be able to send or receive messages
:3) Select the Office number
:4) Unit number – Within your program, you might have units such as Housing, Intake, Consumer, Domestic, etc. Include the unit or area this staff member works in
:5) Select the Letterhead to default to
:6) Time Interval – For time keeping, select the appropriate time interval your office uses; 6 minutes or 15 minutes
:7) Check for Errors on Startup – When Prime first opens, an Error Alert Screen appears. This shows the errors the user has for open cases and cases closed as far back as is set in the Error Check Closed Cases From field. These are errors such as citizenship not checked, client’s state is missing, and client’s age is unreasonable. This feature can be turned on by placing a check here
:8) Error check closed cases from – If you decide to use the error alert feature, select the date for how far back to review closed cases.
:9) Errors allowed before you are locked out – There are approximately 75 stored procedures that check for errors. The Administrator can select which stored procedures will run and thus what errors will be checked for. This sets the number of errors a staff person can have before you are locked out of the system. You can double-click on an error and it will take you to the intake screen, so that you can correct that error. Most programs set this to 10 errors. This prevents the year-end rush of correcting data.
:10) Start Screen – Allows you to set or change your Startup screen (Described in Start Screen Setup)
:11) Menu Screen – Allows you to set or change your Menu screen (Described in under Main Menu Setup)
:12) Initials – These are the initials used for logging into Prime if no password is set. They are also used on certain reports .
:13) Password – If you wish not to use your initials, you can enter a password here for login

Last, be sure to click on Save Changes

Web:Staff Member Setup

2017-09-20T19:08:37Z

Kempscas: Created page with "In order to enter staff members and assign staff roles, you must have administrative rights. Go to Admin --> Staff Settings. none ==Add Staff== The..."

In order to enter staff members and assign staff roles, you must have administrative rights. Go to Admin --> Staff Settings.

[[File:Staff1.png|thumb|none]]

==Add Staff==
The Staff Member input form allows you to add staff members to the database. After adding staff members, you must next assign staff roles (Described in later in this section).

[[File:Staff2.png|thumb|none]]

:1) Required fields are marked with an (*)
:2) Enter a staff number. Make sure you reference the Used #’s for staff members already in the system before entering a new number. (Note the staff number is NOT an auto number. Because it isn’t, you can set up a number series for different groups in your office based upon things like position, office, unit, etc.)
:3) Fill in the initials for the staff member. If they do not have a middle initial, enter X for the middle initial (Note: This is used for logging into Prime if an alternate password isn’t entered.)
:4) Fill in all other contact, hiring, and emergency contact information according to office policy.
:5) If the staff member works in a certain area or unit within the office (Consumer, Family, etc.) or works on a team (Support Staff, Management, etc.), make sure you include this information.
:6) Click on the Add button to save the record and enter the next staff member
:7) Click on Save/Stay or Close the record to save
:8) Buttons across the top of the Staff Member input form
::i) Save/Stay – Save this information and stay on this form (Note: This will also let you know, through an error box, whether you have missed a particular entry that is required)
::ii) Add – Saves the form and opens a new, blank Staff Member input form
::iii) Print – Print this staff member’s information
::iv) Time – This button will take you to the Stop Watch Time Keeping form, wherein you can track the time spent on this input form. Time keeping is covered later in this document.
::v) Close – Saves the information on this form and returns you to the menu system

==Staff Roles==
Also located under Admin Staff Settings is Staff Roles. Prime doesn’t prompt for passwords when trying to use restricted functions. Rather each staff member is granted permission to use certain features by setting their ‘role’. Prohibited functions will either not appear or appear grayed out. For example, Clarence W. Darrow is given the role Admin 1, which allows him to see all of the restricted features in Prime. Richard Simmons can be given Roles 7 and 8, allowing him to use the Grants and Donations features.

[[File:Staff3.png|thumb|none]]

:1) Choose the staff member you wish to assign roles to on the left by highlighting their name (Note: You will only see employees in this list if they are marked as current employees. If this isn’t checked on their staff intake, they will not show up in the list.)
:2) Next, select the role(s) you would like for them to have. Roles assigned are highlighted. To deselect a role, click on the role again
::i) Admin – Includes admin setup, maintenance features, and all of the following rights
::ii) Reports – Select and run reports. It also allows them to use the ‘Business Intelligence’ dashboard.
::iii) Letters – Add and modify form letters, modify referral letters, and schedule letters. (Note: All users can generate form letters from Client , Eligibility forms, etc.)
::iv) Grants – Use the Grants Package that tracks grants, their requirements, helps prepare grant requests, allows you to keep a budget for the grant, and does reporting.
::v) Donations – Access the Fund Raising Package in the system. This tracks contributions, contributors, and the organizations the contributors belong to.
::vi) Trust – Manage client trust accounts.
::vii) Smember – Enter and modify staff member records including assigning them roles
::viii) PBI – Modify certain Private Bar Involvement features
::ix) Dashboard Graphics – Generate over 75 graphs using the ‘Business Intelligence’ dashboard.
::x) Online Intakes – Screen online intakes for the optional Online Application System
::xi) Vault – Preserve custom queries, etc. you created. This means you can reload them if your front end is overwritten with a revised master copy.

==Explanation of the other choices==
:1) Time prompt on opening a new Intake – Check this box if your program does time keeping and you wish to be prompted to start time when opening an intake screen such as clients or eligibility.
:2) Use Internal Messaging – Internal messages allows you to send messages to other staff members. It can be regarding a case or other matter. If your program wishes to use this feature, check this box. If a staff member does not have this checked, they will not be able to send or receive messages
:3) Select the Office number
:4) Unit number – Within your program, you might have units such as Housing, Intake, Consumer, Domestic, etc. Include the unit or area this staff member works in
:5) Select the Letterhead to default to
:6) Time Interval – For time keeping, select the appropriate time interval your office uses; 6 minutes or 15 minutes
:7) Check for Errors on Startup – When Prime first opens, an Error Alert Screen appears. This shows the errors the user has for open cases and cases closed as far back as is set in the Error Check Closed Cases From field. These are errors such as citizenship not checked, client’s state is missing, and client’s age is unreasonable. This feature can be turned on by placing a check here
:8) Error check closed cases from – If you decide to use the error alert feature, select the date for how far back to review closed cases.
:9) Errors allowed before you are locked out – There are approximately 75 stored procedures that check for errors. The Administrator can select which stored procedures will run and thus what errors will be checked for. This sets the number of errors a staff person can have before you are locked out of the system. You can double-click on an error and it will take you to the intake screen, so that you can correct that error. Most programs set this to 10 errors. This prevents the year-end rush of correcting data.
:10) Start Screen – Allows you to set or change your Startup screen (Described in Start Screen Setup)
:11) Menu Screen – Allows you to set or change your Menu screen (Described in under Main Menu Setup)
:12) Initials – These are the initials used for logging into Prime if no password is set. They are also used on certain reports .
:13) Password – If you wish not to use your initials, you can enter a password here for login

Last, be sure to click on Save Changes

Web:Administrator's Functions

2017-09-20T19:08:28Z

Kempscas:

- Note: This section describes functions that can alter the system and/or the data contained therein. It is aimed at the Database Administrator and a general user may not need this information unless they have been given a specific task such as adding form letters into the system, etc.

[[Web:Staff Roles]]

[[Web:Staff Review Stage|Online Intake]]

Track Your Changes <<Not currently available in Prime 16 Web>>

[[Web:Letters/Forms]]

[[Web:Setup Functions]]

[[Web:Staff Settings]]

[[Installing Prime]]

[[Web:Setup Tables]]

[[Web:Auto Case Numbering]]

[[Web:Changing the Defaults on an Intake Sheet]]

[[Web:Staff Member Setup]]

[[Add or Remove Choices from a Pull Down]]

[[Using Spcode1, 2, and 3 User-Defined Fields]]

[[Decompile, Recompile, Repair and Compact]]

[[Deleting Records]]

[[Maintenance]]

[[The Basic Guide to Using Prime]]

Web:Changing the Defaults on an Intake Sheet

2017-09-20T19:06:33Z

Kempscas: Created page with ":a) It is easy to change the default values for a field on an intake sheet. It only requires a few steps. :b) Open the form in Visual Studio. :c) Find the setting for the defa..."

:a) It is easy to change the default values for a field on an intake sheet. It only requires a few steps.
:b) Open the form in Visual Studio.
:c) Find the setting for the default of the control--this could be a property of the control itself, may be set in code, or may be set in javascript.
:d) You are done! Save the form and test.

Web:Administrator's Functions

2017-09-20T19:04:43Z

Kempscas:

- Note: This section describes functions that can alter the system and/or the data contained therein. It is aimed at the Database Administrator and a general user may not need this information unless they have been given a specific task such as adding form letters into the system, etc.

[[Web:Staff Roles]]

[[Web:Staff Review Stage|Online Intake]]

Track Your Changes <<Not currently available in Prime 16 Web>>

[[Web:Letters/Forms]]

[[Web:Setup Functions]]

[[Web:Staff Settings]]

[[Installing Prime]]

[[Web:Setup Tables]]

[[Web:Auto Case Numbering]]

[[Web:Changing the Defaults on an Intake Sheet]]

[[Staff Member Setup]]

[[Add or Remove Choices from a Pull Down]]

[[Using Spcode1, 2, and 3 User-Defined Fields]]

[[Decompile, Recompile, Repair and Compact]]

[[Deleting Records]]

[[Maintenance]]

[[The Basic Guide to Using Prime]]