Features

What follows is a summary of some of the changes in Clients 2000 for Windows. No retraining is necessary to use the features you are currently using, since the interface remains the same. However, many of these changes are revolutionary and may change how you use the program.

Added a new series of Area Codes based on latest phone book.

Added Extensive Attachment Checks to the code so if a transfer is attempted and the table that is

More Interface choices using the Autoversion Table

Store the different interface choices in Autoversion in a Table. When adding choices to the Upkeep screen, they automatically display and do not have to be programmed in.

Backup built in to cover when computer stolen

Include a procedure to transfer other tables, forms, reports or queries to file, the name of which is set by the user. This is run from the Transfer or Upkeep screen.

Added a Calendar Calculator that allows users to calculate the time in Days and Weeks between two dates. The dates are entered by keying them in or choosing buttons.

Added the Ability to add multiple reoccurring events into the Calendar. These can be by hour, day, week or month.

Increased size of Reason (note) field on Calendar to 255 characters.

Put Print button on Today pop-up

Add a Calendar Button to Callback to Allow the Entry of a Calendar slip Unique to the Callback record.

Add referred Agency Field to the Callback slip like the Hotline slip.

Button to return from inpClients to inpCallback.

Corrected area code property on Callback Search to be not a date but an area code by changing the format property.

The call back phone number is now transferred into the memo field on the Eligibility form when the save and send button is selected on the Callback input sheet.

Add a close Web Bar button so if you hyperlink to a Regulation off of CLASP sheet you can get rid of the bar when you return to Clients.

Added a print form for the Clasp Checklist.

Cleaned up the working and look of the Clasp Tabs

Corrected the Hyperlink caption to show C:\CFW2000 rather than the incorrect C:\CFW99.

Developed Clasp (Center on Law and Social Policy) regulation checklist form for inputting compliance in ClaspAudit Table

Hyperlinked the Clasp Intake to the Regulations (in HTML format) stored in C:\CFW2000.

Put Clasp Checklist Button on inpClients (client intake).

A prior client button was added to the inpClients sheet that checks both the SSN and Pcode to see whether the client has been a client before for purposes of checking if this is a duplicated or non-duplicated service.

Add Citizenship and Retainer Agreement to Group printout. Include these forms. These came from West Virginia

Add client name on each page/closure

Add Good Story to QBF

Add Unduplicated to the ClientsW QBF Screen. This allows tracking unduplicated cases under LSC regs during the required period.

Added a field Domestic Violence Y/N to the ClientsW table and client intake sheet.

Added a field Eligible for LSC Services Funding Y/N to ClientsW table and intake sheet.

Added a File Destroy date called Ddestroy. This allows the user to mark files for destruction as of a certain date.

Added a new Conflict Help Button on the first page of the client intake form. This works and looks better than the previous combo box that was there.

Added Domestic Violence to the client QBF Screen for report writing.

Added Maiden Name button so you can add new conflict with different Main name. This is both the inpClients and inpFullIntake

Added Phelped to the first tab on inpClients

Added Status Report by Zip Code on nonQBF reports. This shows case activity by Zip Code in a period of time.

Be sure to make applicable changes to the Full Intake Sheet so that the features match the normal four (formerly three) tab sheet.

Cases open as of a particular date report on Non QBF

Change Citizen to Citizenship Verified on the inpClients Form and remove the code that defaults the intake sheet to Citizen Yes.

Change the pull downs for Area Code so they suggest the proper state but are not limited to them.

Changed default value of Citizen in ClientsW table to NO.

Changed the coding so if the Refer to Eligibility Slip button is pressed on the ClientsW intake, the advocate's number there does not overwrite the one already on the Eligibility Slip, thus losing the advocate who did the intake.

Check the Client Browser Search Screen to make sure ok at 640x480

Citizenship signature line on inpClients printout. There is a signature for citizenship and one for the intake form.

Client Search Screen Pcode now displays all Pcodes

Corrected the feature that prevents multiple page case notes from printing out on from the Case Note Zoom box.

Created Report that lists files to be destroyed on or before a date that you entered. The report gives you a list. It does not destroy the files.

Forms developed by Laverne Tignor of West Va. Legal Services modified and added to the system.

Have Client intake pull-downs match Pcode , Specpcode, Mainbenefit, Pcode and area code but not limit the entries

Include a printout for combined eligibility and intake sheet, one page. It is available from the multi-choice print screen on page 3 of the intake screen.

Index SSN

Made the *OK show up when client Search opens

Make sure that the form fprtClientIntake subForms Grow and shrink when printed out.

Make sure that the subNonQBF report screen pull down will allow the use of reports

Move Phelped to first page of Full Intake

Move Zip Code Button to before County, etc. so it fills them in before tabbing through.

New Sent date field created on ClientsW to track when a record was sent or not. This is only used when the record is transferred to the zzSaveClientW table.

Put date prompts on the near duplicate reports.

Put the Case Notes for ClientsW on a separate tab on the input form.

Rearrange field names in the ClientsW table so doing custom queries and reports easier (Snum, Casenum, etc. were moved to the top of the table list).

Signature line on inpClients printout

Straightened up the inpClients input form.

Straightened up the inpFullIntake form.

The form that prints out the Case Time Activity sheet on the third page of the client intake needs to be wider so it is easier to read more if not all of the notes that are placed there.

Transfer Area Code when Duplicating the existing intake sheet, Code is inpBar in the Module Section.

Updated the Rclosed Help Screens to Reflect the latest CSR Handbook by the Corporation

Widen the Specpcode pulldown on the QBF screen for Clients.

Check for Do Untils in the Code and called stored Queries Instead.

Make sure all Module have Object Types. This is a technical coding question.

Reduced the code from IF Then End If / to If on single line where there was only one result.

See if List Boxes can be substituted for subforms because of performance concerns, recommended by Microsoft.

Technical Renamed the Module ClientsW to ClientsWMod because it caused problems with a conflict in the code. This was not obvious until a string of code pointed out that these objects had the same name. This is theoretically impossible in Access.

Technical coding Check for <> 0 and substitute If xThing = true

Technical coding Check for use of IsNothing and substitute Len(string)=0

Technical Coding Delete CaseConvert function, now built into Access in StrConv function

Technical coding Recover memory from arrays by using Erase nameArray

Recover memory for variables by using Set xObject = Nothing

Technical Coding Use the With/End With command in VBA

Technical coding. Check for Toggled values and change to xThing = Not xThing

Check out conflict checking problems This resulted in the new conflict checking screen.

Include a Query that would allow the Conflicts to be sent back out to branch offices without duplicating themselves.

Increased width of Casenum on inpConflict.

Pcode pull down on the inpConflict screen.

Provided a set of conversion queries to allow people to convert from version 98-1 to 2000 with the minimum of effort. People who convert from an earlier version will have to use the Convert from 3.5 queries developed for version 98-1

Check Cost per case report and place it on reports page

MemoChange to Client QBF, allows print out of case notes produced after a certain time or using any other QBF criteria

Put in Memo Updated field tied to Date Comment and report on it. The ClientsW QBF Screen should now allow a review of when the case memo field was changed. When the memo Date Note is pushed it also changes the MemoChanged date field.

Move Update Client Defaults to Activity Page

Example or instructions on deleting records, related to a single case it effects, ClientsW, PBI, Conflict, Time, Trust, Calendar, Hotline, Litigation

Add a drop down for assets.

Add a recalculate button to the eligibility input form.

Add Savings, Checking, Real Property and Personal Property to the Asset Pull Down and defaulted the first four Assets to these values.

Added a button for Callback so that a person can refer back to a callback record if they need to directly from an Eligibility Slip. A new one is created if it doesn't currently exist.

Added a New Elig. button to inpClients so you can begin entering a new intake right away by finishing the Intake sheet and opening a new Eligibility slip.

Added a new LSCElig field to the Eligibility form and transfer it to the main intake. Also in the Full intake form.

Added Citizen Checked Y/N to Eligibility table and Eligibility intake sheet.

Added How do you Know about Legal Services to the Eligibility Slip so that offices can check how people learned about Legal Services even if the case is rejected.

Allowed up to 15 income sources or assets to be displayed in the asset and eligibility pull down on the inpEligibility slip. The pull down lists are usually limited to only 8 values.

Change the Eligibility Note Field from a Text Field to a memo field and then move it to the Intake sheet when it is opened. Modify the design of the Eligibility Screen so that the note field fits and can be used.

Compute monthly and weekly income on Eligibility Sheet.

Create an Error checking report that will read old Eligibility slips and check them for errors. Allow them to be checked after a certain date or between two dates.

Created report that finds a list of clients over income, did it by basing a query on a query for family size. This would of course be based on the current income tables so might be off for older cases.

Defaulted the name of the person on the Eligibility slip to J. Doe. This deals with a problem they had in Houston where men's rights centers told people to call in to create a conflict.

Have a message box pop up if the Case is marked as LSC Eligible and Adults and Children are not filled in.

Have a message box pop up if the Case is marked as LSC Eligible and the Assets are missing or have no value.

Have a message box pop up if the Case is marked as LSC Eligible and the Citizenship Checked is not marked.

Have a message box pop up if the Case is marked as LSC Eligible and the clients are not at or below 125% of the poverty level.

Have a message box pop up if the Case is marked as LSC Eligible and the clients name is blank or Doe.

Have a message box pop up if the Case is marked as LSC Eligible and the Conflict Check hasn't been done.

Make sure that the assets are adding up on the Eligibility Form.

Set up Eligibility input slip to default to blank on both income and on asset lines.

The field Pcode was added to the Callback Table (but it is not a required field). It is transferred to the Eligibility Slip when doing a save and send.

When doing a time slip from Eligibility, the comment line of the Time record is filled in to read `Eligibility Check.'

Add the Unduplicated field to the Near duplicate reports to display whether one of a near duplicated set is marked as a unduplicated case while the other isn't.

Added a new field call ErrorID which is a primary key for the table subErrors.

Changed Menu Bar on Error checking screens to allow sorting and filter by selection

Deal with null value error checking in Phelped, etc.

Error checking to make sure all M time are matters and all S are Sup. Activity. This is available off the Activity Page Error Checking pull down.

Get rid of list of error if no Web Connection

Get rid of list of errors if log into program fails

More Error Checking was added and it is accessible under the Activity page without any password.

Move error check to Activity Page

Move Near Duplicate Check to Activity Page

New reports on near duplicates using SSN and Address. These are on the Activity Page under the Error Checking pull down.

Provide a more comprehensive Error Handler form and use it for all errors. The error handler now shows the condition of the system when an error occurs, including memory, etc.

Report listing cases that are missing Conflicts added to the Activity Page under Error Checking

Report listing cases with no matching Eligibility Slip Report on Activity Page under Error checking reports.

Report listing time records entered after case closed added to Activity Page under Error checking reports.

Added a printout button to the Help How Do I screen so people can print out the help screens.

Include a Tip on the Web Page and also in the How DO I on how to change the programming so that the latest memo field comment is placed on the bottom of the list rather than the top

Include in documentation recommendation of setting up the monitor video at 800 X 600 with Large Fonts.

Include the Web pages help in the how do I section. These were downloaded from the web and added to the How Do I page

Added a button to remove the web bar that appears on the top bar if any of the hyperlinks are used off the Activity Page.

Corrected the Web site linkage to Kemp's Case Works to www.kempscaseworks.com.

Added the modified Wayne County Questions to the existing database.

Signature line on Answers Printout. If signed, this could be the LSC required signed fact statement.

Added Web/Internet to subKnow table to allowing tracking how people found out about help.

Added LawFirm Input Form

Added LawFirm QBF Report Screen

Added LawFirm Search Screen

Added LawFirm Table for tracking PBI Law Firms

Added QBF Screen to do Reports on Law Firms.

Created FBasicLawFirm1 Report on Law Firms

Increased size on Contact Last Name on Law Firm to 25

Linked the LawFirm table to the main Lawyers with optional group upgrade on the PBI tab. This allows all the lawyers who are in firms to have their addresses changed based on law firm's address.

Increased size of Lawyer Last Name to 25

Lawyers Search Screen now like the others and is blank when comes up. Press show all to see lawyers.

Primary Office field added to the Lawyers intake sheet. This is helpful when sorting lawyers by office.

Turned the printout of the Lawyers form into both upper and lower case.

Allow additional Text in two places on form letter

Added a United Way Logo as a second graphic to the Main letterhead choice. This now shows up on the letterhead for the letters choosing main as their letterhead.

Added Letterhead preference number to local Preferences Table for use in programming

Allow for different Letterheads in the same office (preference)

Store Graphic with Second Letterhead, see if you can use two graphics in a letter

Added a message on the QBF screen to tell people to use Null next to excluded reason to exclude all the protected cases from the report.

Include a new Litigation report to exclude those cases where protection exists for parties to a report.

Litigation reports spiffed up to do protected reasons and eliminate the client's name and address when protected and pull down for protected reasons.

Modified inpLitigation so that Protected Reason is a pull down using table subProtReas for its Values

Modified qbfLitigation so that the reason for refusal to reveal the client's name is now a pull down

New Table subProtReas for use on Litigation form. Stores a list of reasons for refusing to allow the disclosure of parties names in litigation.

Change e-mail address on sign-in screen to web site

Added the ability to place additional criteria on the Main Benefit Report so that it can be more focused.

Look at qbfMainBenefit Report and move it to the nonQBF Screen report pulldown.

Changed passwords

Made it possible to use different passwords for Transfer, Trust, and Upkeep by changing the contents of a single screen.

Password on the Table View button located on the Add Tab, review

Password Protection added to Forms tab.

Added Pcode as choice to the qbfPBI screen

Create a report that gives the days difference for PBI cases between the Date Opened and the Date Referred, RPBIDaysRefer

Add a time interval, advocate number and other field to preferences and then access this table if theglobal variable is lost for any reason.

Expand local preference table to include letters head, etc.

Include Input form for Workstation preferences

Program the back door so it sets up preferences even if not logged in.

Added a complex and comprehensive Report writer allowing user to select from Queries and Tables, choose fields, select criteria and sort choices and output to printer or Excel or RTF or TXT or HTML.

Added feature so that if Advocate # was lost, system would use the number of last advocate logged in.

Added feature so that if the time interval was lost the time interval would automatically reset to last time interval used.

Added Zoom Command to Print Preview.

Create a new Clients 2000 Icon Changed Icon reference to C:\CFW2000

Created an Icon/Shortcut that compacts the ClientsT2000.MDB file from the desktop. Unfortunately it requires that the path of the database and Access be hard coded in. Fortunately this is fairly easy to do.

Finish typing in descriptions into object properties in Database Window. Object properties are the short description that appear next to forms, reports, etc. that show up when you drop into the full version of Access. This acts a built in documentation.

Make sure that all of the tab orders on all the forms are in order and go logically from one field to the next. This still needs to be checked.

Modify printouts of the intake sheets so that any new fields that were added also show up on the printouts.

Split the Report Screen Menus into three so they don't seem so crowded. One is for Client-Case Reports. The other is for Other reports.

Take the Beta documenting database table and include it in the 2000 shipping to allow people to document and track the changes they make to their own database programs.

When preparing install disk, include the files necessary for the replication manager to be included.

Add new table, subNonQBF to Store nonQBF reports moved nonQBF reports into table. Put Non-QBF Reports in Table and pull-down on report screen

Added ability to see who's logged on to the System. This will not work via the CFW981.MDB file.

Therefore the Administrator needs to go to the ClientsT2000.MDB directly, go to the Forms tab and open the form there that tells who's logged in.

Added Scroll bar Vertical to the QBF Screens SQL window (under Advanced Options at bottom of QBF screen) so it would be possible to easily review the results of the QBF instructions. This scroll bar only shows if the QBF statement fills the small box.

Corrected the problem where the criteria box is not filled in listing the report criteria when a report only a page long is generated using a QBF Screen.

Eliminated underline from the beginning of name of four reports

Provided for producing all reports off of the QBF Screens in Excel Format.

Provided for producing all reports off of the QBF Screens in HTML Format.

Provided for producing all reports off of the QBF Screens in RTF Format.

Provided for producing all reports off of the QBF Screens in TXT Format.

Wider space for name of report on the pull down for Graph page

Move status label next to Status button on Search Screens

Modify inpClients to reflect two field Spcodes.

Modify qbfClient to reflect two field Spcodes

The tables supporting the pull-downs for Spcode 1, 2, and 3 on the client intake have been turned into two fields. This allows a short value to be chosen and stored from a list with an explanation.

Make Special Program field on ClientsW a pull down based on a table. Adding the table name to the list of tables would activate the special program features.

Provide code that uses the Special Program Field and Table it is based on to automatically pull up an intake when a new table name is added to the list of special programs.

Added a new form called SQL ScratchPad that allows users to put in their own SQL statements and check to see how they run. This allows users to experiment with the SQL Language and see immediate results.

The living arrangement Migrant Camp was added to the supporting table subLive.

Added e-mail Address and Website fields to subProgram so it shows up on the Letterhead.

Added two fields to subProgram to store main and secondary letterhead graphic

Added a system information button on the main screen that shows an enormous amount of information about the computer system and Access, including the version of the Jet Engine being used.

Added a Primary Key, ToDoID to the To-Do Table

Increased the size of the comment field in To-do from 70 to 255 characters and widened it in the input and print forms so that it's easier to see what the activity is.

Allow the sharing of report questions amongst programs. Do this by using the Backup/Transfer form that allows any form/report/query/table/module to be dumped to a file, the name of which is set by the user.

An optional single TRANSFER.MDB file holding Clients, Conflicts and Time is available to transfer the records from the branch office to the central office. To use, merely attach to the tables inside it instead of the separate MDB files.

Databases Sent and Send were constructed for emailing information. These contain the ClientsW, Conflict, PBI and Eligibility tables.

The field Sent was added to each ClientsW table to allow the program to tell when information was sent by the branch office

If records are moved from the main database to a Send database, there is always a chance that an error will occur. Therefore, there is a table that permanently stores the client records that were sent via email. If something happened

Included PBI and Lawyers along with Clients in the transfer process

New Table Created called SetupSend, which stores the Email setup preferences of the user. This table is supported by the form mnuInSend form.

Ten containers (MDB files) were created, each containing four files zzOutClientsW1, zzOutConflict1, zzOutEligibilty1, and zzOutPBI1 (the number at the end corresponds to the MDB file). These are used to Email files to branch offices.

Trust

Increased size of Trust Comment (note) field from 70 to 255 characters.

New Field for Trust Table, Check # Text 15 Tcheck

New Field for Trust Table, Check Clear Y/N Tclear

New Field for Trust Table, Payee Text 50 Tpayee

New Field for Trust Table, Receipt # Text 15 Treceipt

Trust Activity comment field was expanded to 255 characters to allow a longer comment.

Added a feature to the Time Batch Input that rounds up the time entered to the % of the Time Interval, e.g., 6 minutes intervals would be rounded up to .1 interval and 15 minutes would be rounded up to .25 interval.

Added a new form that, with a push of a button, allows you to enter the time of day on the time keeping forms.

Added B (PBI) as a choice for Cases Activity on the Time Keeping Slip. This acts like the A Case Activity choice by causing the hidden case activity fields to appear. Thus an attorney who co counsels on PBI can input the type of work done.

Added B Private Bar Activity as a Type of Activity under Time Keeping, like Case Activity

Added Case Activity to the Time QBF Screen

Added Drafting to list of Case Activities used with Time Keeping

Better notice of whether time keeping slip is open

Change label on Time from attorney to advocate

Cleaned up Time Input Sheet and put a message on the inpTime form that says "If there is a case number, Activity should be A" to show up when the Case Activity and Incourt fields are hidden.

Created a Report that shows time records and no time records by date for current employees, add time

Created a report that shows time records and no time records by date for current employees, count records

Created report of open cases with no Time Activity in a time period of days set by user.

Increased size of Reason (note) field on Time from 150 to 255 characters.

Multiple Time Slips Open at once, close old sheet

Put compute time button on intake sheet or auto on closure

Time now defaults to current time when stopwatch Time Slip Opens

Time now senses if it's a Matter or Sup. Activity and then puts A, MO or SJ in the Time Activity. This is when you have a time slip open and attempt to open another.

TimeBatch now senses if it's a Matter or Sup. Activity and then puts A, MO or SJ in the Time Activity.

Widen the Activity code table on QBF screen for Time

Added a button that updates time on the PBI Sheet for all three possible PBI Attorneys. This button goes to the TtimePBI table and finds time slips on the case for each of the lawyers, adds them up and puts the appropriate results next to each Lawyer.

Added new Table TtimePBI to Track PBI Lawyers Time

Added PBI Time QBF screen to allow reporting on PBI lawyer time kept with slips.

Added QBF Screen to do Reports on PBI Lawyer Time

Created a button on the PBI Tab that updates all lawyer time on the PBI slips.

Created FBasicTMPBI1 Report on PBI Time. This is the Report using the PBI Time Table.

Designed input forms for PBI time called inpTtimePBI (Batch) and inpTtimePBI2 (Stopwatch), modification of both the Stopwatch and Batch Form to allow entry of time for Private attorneys.

Developed srchPBITime Search Screen for PBI Time

The PBI Batch Time Input now also rounds up to the time interval set

Added a Eligibility calculation screen for generating the Eligibility Chart on the Eligibility Slip that computes monthly and weekly income levels when the yearly level is input, saving time when you have to change the yearly guidelines that show on the Eligibility Slip.

Added subWayPoint to the Upkeep Pull-Down subSetupTables for updating tables and provide a form to do this.

Added a `Who's Logged In' form to see who is using ClientsT2000.MDB on server.

Set up a report to check for Duplicate Conflicts and then Delete them! (Sort by adverse party and if no adverse party, delete.) This is on the Upkeep Page

The languages Bosnian, Serbian, Thai, Laotian, Croatian, and Hmong were added to the subLanguage table. These appear on the client input form.

Added a new table subWayPoint which allows automatic way point scheduling using Calendar for specific types of cases. It allows up to six dates to be scheduled in a case at with a single push of a button. It is linked to Specpcode, so that different schedules can be set up for different types of cases.

Up to six dates and reasons can be stored in Way Points Specpcode, Name, Date1, Reason1, Date2, Reason2, etc. to 6

Added 10,900 new Zip Codes along with Area Codes. Many came without counties, unfortunately.

Increased the note field in zTitleIII to 255 characters

Increased the note field in zVoca to 255 characters