IRIS Newsletter – July 2011 - IRIS Software – Agency Portal

IRIS Newsletter – July 2011
Welcome to the twenty-ninth IRIS Newsletter. This edition provides information about an upgrade that has been designed for all agencies and is now available from our website.
Contents
1 IRIS UPGRADE AVAILABLE JULY 2011 ...................... 1
1.1
1.2
D
EPLOY
SQL S
....................................................................... 2
ERVER
D
ATABASES
........................................... 2
2 WHO SHOULD DO THE UPGRADE?............................. 2
3 FAMILY SERVICES-CHILD FIRST CATCHMENTS
AGENCIES MUST RUN THE SAME VERSION ............ 3
4 WHAT IS IN THE UPGRADE? ........................................ 3
5 CONTACT US .................................................................... 3
6 IRIS TECH TIPS................................................................ 4
7 GENERAL UPGRADE DETAILS..................................... 4
7.1
7.2
7.3
S
TAFF
L
IST
S
TAFF CAN BE DELETED
........................... 4
A
CCESS
G
ROUP
– ‘S
TAFF
–
NO DELETIONS
’ .................. 4
N
OTES
– S
CROLL BARS
................................................ 5
7.4
7.5
C
LIENT NAME
– C
HANGE OF CASING
............................ 5
S
ERVICE
D
ETAILS
– N
EW OPTIONS IN THE
L
OCATION
FIELD
................................................................................... 5
7.6 S
OURCE OF
F
UNDING
– ‘IPPR’
TO
‘F
AMILY
C
OACHING
V
ICTORIA
’ ................................................................................ 5
7.7 C
ASE CLOSURE
– U
PDATE CASE STATUS SCREEN
.......... 6
7.8
7.9
C
G
ASE CLOSURE
ROUPS
– G
– OK
BUTTON AT BOTTOM OF SCREEN
ROUP NAME
.. 6
.............................................. 6
7.10 G
ROUPS
– S
ERVICE DELIVERY SUBURB
/
TOWN
.............. 7
7.11 P
ROJECT
R
EPORTS
– A
CTIVE FILTER OPTIONS
............... 7
7.12 C
LIENT
R
EPORT
S
ELECTION SCREEN
– C
LIENT
S
UBURB
FILTER FIELD
............................................................................. 7
7.13 C
LIENT
R
EPORT
S
ELECTION SCREEN
– E
NTRY
C
REATED
COLUMN
................................................................................... 8
7.14 C
LIENT EXTRACT
– E
NTRY
C
REATED COLUMN
............. 8
7.15 C
ASE
R
EPORT
S
ELECTION SCREEN
– C
LIENT
S
UBURB
FILTER FIELD
............................................................................. 8
7.16 C
ASE
E
XTRACT
R
EPORT
– C
LIENT ADDRESS COLUMNS
. 8
7.17 C
ASE
S
TATISTICS
R
EPORTS
– S
ERVICE
D
ELIVERY
S
UBURB
................................................................................... 9
7.18 C
ASE
S
TATISTICS
R
EPORTS
– S
ERVICE
L
OCATION
........ 9
7.19 T
OWNS AND
S
UBURBS
................................................. 9
7.20 K
INDERGARTENS
......................................................... 9
7.21 D
OCUMENTATION
........................................................ 9
8 EARLY YEARS CASE TYPES:- EI/SCS, ECIS
FLEXIBLE SUPPORT PACKAGES, KIS PACKAGE,
PRESCHOOL FIELD OFFICER (PSFO): UPGRADE
DETAILS .......................................................................... 10
9 SASS: UPGRADE DETAILS........................................... 10
10
FAMILY VIOLENCE: UPGRADE DETAILS................ 10
11
FAMILY SERVICES: UPGRADE DETAILS .................11
12
EI/SCS FLEXIBLE SUPPORT PACKAGES: UPGRADE
DETAILS...........................................................................11
13
KIS PACKAGE: UPGRADE DETAILS...........................12
14
PRESCHOOL FIELD OFFICER (PSFO): UPGRADE
DETAILS...........................................................................14
15
MCH EHVS: UPGRADE DETAILS................................14
16
PARENTING ASSESSMENT AND SKILLS
DEVELOPMENT SERVICES (PASDS): UPGRADE
DETAILS...........................................................................14
17
FINANCIAL COUNSELLING: UPGRADE DETAILS..15
18
FORGOTTEN AUSTRALIANS: UPGRADE DETAILS 15
1 IRIS upgrade available
July 2011
As of the end of July, the latest upgrade
(version 1-7-0-11194) has been posted on the
IRIS Agency Portal.
Our website is: www.irissoftware.com.au.
Please note that our website address was changed in 2010, but the content is the same.
The process of running the latest upgrade has not changed from last year.
The IRIS Agency Portal has two useful options to access IRIS software:
•
The first option is to run an upgrade online. Select the correct state and the upgrade will guide you step by step through the download installation.
Department of Human Services
•
The second option is to download the latest
IRIS CD image as a single zip file. This option allows you to create an image of all the files. Follow the instructions supplied on the agency portal page shown below.
1.2 SQL Server Databases
If your IRIS database is deployed on an MS
SQL Server the following additional login prompt will appear:
The upgrade will be downloaded to your computer as a zip (compressed) file. The zip file is then un-zipped and saved to a USB stick, CD or hard drive.
You can also contact the IRIS Helpdesk and request a CD-ROM to be sent out to you.
Note: Only agencies using any 1.6 version of
IRIS can upgrade to version 1-7-0-11194.
When you start IRIS for the first time after running the upgrade the following window will pop up:
If you use SQL Server authentication for IRIS then enter ‘irisuser’ for both User Id and
Password at the prompts in the labelled fields and press OK to proceed. Alternatively you will need to provide your system admin (sa) account User Id and password at this prompt.
An upgrade successful prompt will be displayed when the database upgrade is finished:
Database administrators may wish to preview the SQL scripts before doing the upgrade.
These can be obtained either by viewing them on the CD or by contacting the IRIS Helpdesk.
Click ‘Yes’ in the above window to proceed with the database upgrade.
1.1 Deploy
If you have a lot of workstations to upgrade, we recommend you use the deploy software which is included in the IRIS system. The deploy tool allows you to upgrade one workstation and then it will automatically upgrade all other workstations as each user logs in. Further information can be found in either the User Guide or the IRIS Online help under the section Utilities.
2 Who should do the upgrade?
2
The 1-7-0-11194 upgrade is applicable to all case types in IRIS and all agencies should do the upgrade. It is important that your copy of
IRIS is kept up-to-date with each upgrade that is released.
Remember that only an authorised staff member or IT administrator within each agency should run the upgrade.
Be sure to backup the IRIS database before running the update files.
Assistance and advice on upgrading IRIS is available from the IRIS helpdesk on (03) 9096
6919.
3 Family Services-Child
FIRST catchments agencies must run the same version
The client/case referral system in IRIS will only work between participating agencies if they are all using the same version of
IRIS. Therefore, each Family Services-Child
FIRST intake agency (after upgrading) must ensure that all partner agencies in their catchment area have run the upgrade to 1-7-0
before resuming the referral process.
All version 1-6-0 referrals and trackbacks not yet processed must be imported before doing the upgrade.
4 What is in the upgrade?
We would like to thank everyone who has contacted us with ways to improve the software. Many suggestions referred to the
IRIS team have been included in this upgrade.
The changes contained in the 1-7-0 upgrade are covered in the IRIS TECH TIPS contained on the next page.
The first General section contains information about changes that apply to most IRIS users, supervisors and administrators. Specific changes applying to particular case types are contained in sections following the General section.
5 Contact us
IRIS Helpdesk
Telephone: 9096 6919
Primal Fernando – Helpdesk Officer
Email: [email protected]
Data: [email protected]
IRIS Training
Training is available at country and metropolitan venues.
Bookings for training sessions at
Melbourne and Box Hill are available up to the end of September 2011
Training sessions are also scheduled to run at several rural regional locations throughout 2011.
Please direct IRIS training queries and requests to the IRIS Helpdesk. Staff in rural agencies may want to contact their
DHS or DEECD regional program staff for locations, dates and details of IRIS training.
Bookings are essential for all IRIS training sessions.
Telephone: 9096 6919
Email: [email protected]
3
6 IRIS TECH TIPS
The normal IRIS Tech Tips are replaced in this newsletter with details of the new 1-7-0-
11194 upgrade released in July 2011, and are described below.
7 General Upgrade Details
The key following features in this section apply to all copies of IRIS and all case types (or programs) used in IRIS.
7.1 Staff List - Staff can be deleted
Users can now be deleted from the Staff List. This action can only be done by an IRIS
Administrator. The staff member to be deleted can have no data base reference to them.
That is, the staff cannot have enrolled a client or opened a case (substantive or nonsubstantive) or entered any service or activity into IRIS.
This will be useful where users have been created erroneously, or duplicate staff have been created, or the wrong User ID has been saved.
7.2 Access Group – ‘Staff – no deletions’
A new staff access group has been included: Staff – no deletions. This access level will offer the same functionality as the ‘Staff’ level but all Delete buttons will be disabled.
These users will not be able to remove data themselves.
Agencies may want to put starters on at this access level if they are new to IRIS. These staff can be promoted to a higher access level when they have experience in using IRIS.
4
7.3 Notes – Scroll bars
Scroll bars now appear where notes are recorded in IRIS and more than one page of text is written or entered. This occurs in client notes, case notes, notes in Projects, and in the
Add Note box if notes are protected.
7.4 Client name – Change of casing
If the casing (upper to lower or lower to upper) is changed in the First name or Surname field of a client, then the client name in the blue title bar will change after applying.
Previously the text in the title bar would not change unless IRIS was restarted.
7.5 Service Details – New options in the Location field
Two new options: ‘By Email’ and ‘By SMS’ are now included in the Location field in the
Service Details screen.
7.6 Source of Funding – ‘IPPR’ to ‘Family Coaching Victoria’
The Integrated Placement Prevention & Reunification service now has the name Family
Coaching Victoria. The name of the corresponding source of funding in IRIS has been changed from ‘IPPR’ to ‘Family Coaching Victoria’. This will occur across all existing and newly created cases with this source of funding.
Note:- this source of funding only applies to the PASDS and Family Services case types.
5
7.7 Case closure – Update case status screen
When a case has been closed, it will not be possible to edit the Point of Closure, Reason for Closure or Case Outcome fields in the Update Case Status screen. If an incorrect option has been selected the case will need to be re-opened in order to change the option.
7.8 Case closure – OK button at bottom of screen
The OK button at the bottom of the Update Case Status screen will now save to your data base. This means that when you are closing a case, after filling out the four fields on this screen and clicking the OK button the case will be closed.
The case is now
The same process occurs in reverse when you re-open a case.
The case is now
7.9 Groups – Group name
The Name field in a Group is limited to 30 letters or numbers. It is now not possible to enter any more than this number of characters.
6
7.10 Groups – Service delivery suburb/town
When entering a service through Groups, the default suburb (or town) will default to the log in location (or outlet). This can be changed if the group service was delivered at a venue in a different suburb/town.
7.11 Project Reports – Active filter options
The filtering options for the Active field in the Project Report Selection screen (pr50) are restricted to either ‘No’, ‘Yes’ or <blank> (i.e. both No and Yes).
7.12 Client Report Selection screen – Client Suburb filter field
A new filter field ‘Client Suburb’ has been added to the Client Report Selection screen
(cl50). Entering a suburb/town into this field and clicking Refresh will bring up all enrolled clients who live in the selected suburb/town.
7
7.13 Client Report Selection screen – Entry Created column
The Entry Created column has been added to the Client Report Selection screen between the User Code and Creator columns. Clicking on the Entry Created column header button will sort displayed clients in chronological order in which they were enrolled in IRIS.
7.14 Client extract – Entry Created column
The Entry Created column has been added to the client Extract report. By selecting column B in the Excel spreadsheet, the clients can be sorted by enrolment date by going to Data > Sort. Clients with a particular enrolment date can be selected by going to Data
> Filter > Autofilter.
7.15 Case Report Selection screen – Client Suburb filter field
A new filter field ‘Client Suburb’ has been added to the Case Report Selection screen
(ca50). Entering a suburb/town into this field and clicking Refresh will bring up cases belonging to enrolled clients who live in the selected suburb/town.
7.16 Case Extract Report – Client address columns
New fields relating to the address of clients have been included in the Case Extract report.
The following five fields occur after the Surname field in this report:
•
Address 1
•
Address 2
•
Suburb Name
•
State
•
Postcode
•
Suburb (suburb, state, postcode)
8
The Case Extract Report is an Excel spreadsheet. Address details of clients can be sorted by selecting a particular column and going to Data > Sort. Clients, for example, living in a particular suburb or postcode can be selected by going to Data > Filter > Autofilter.
7.17 Case Statistics Reports – Service Delivery Suburb
The section of these reports that were previously titled ‘Service Provider Suburb’ now has the more accurate heading ‘Service Delivery Suburb’.
7.18 Case Statistics Reports – Service Location
A new section has been added to all Case Statistics reports that list aggregates of the service locations of all services captured in the case report selection filters.
7.19 Towns and Suburbs
7.19.1 Victoria
The following suburb has had its Local Government Area changed:
Suburbs/Towns Old Local Government Area New Local Government Area
Warrandyte North (3113) Manningham Nillumbik
7.19.2 New South Wales and South Australia
Local Government Areas have now been included for all New South Wales and South
Australian town currently in IRIS.
7.20 Kindergartens
Fields that contain kindergartens have been revised with the latest DEECD list of registered children’s services organisations.
7.21 Documentation
The IRIS User Manual 1-7-0 is included in the upgrade software. Agencies can access the
User Manual in IRIS by going to Help>Table of Contents. An electronic version is also
9
contained as a PDF document under the IRIS software folder, and pages can be printed.
All other documentation supporting the IRIS program/software is being updated.
8 Early Years case types:- EI/SCS, ECIS Flexible Support
Packages, KIS Package, Preschool Field Officer (PSFO):
Upgrade Details
In the Disabilities field the options available for selection have been replaced with the following list:
•
None
•
Undergoing Diagnosis
•
Acquired Brain Injury
•
Asperger’s Syndrome
•
Autism
•
Behavioural
•
Deaf-blind
•
Developmental Delay
•
Hearing Impairment
•
Neurological (inc epilepsy, SB and CP) SB = Spina Bifida & CP = Cerebral Palsy
•
Intellectual
•
Pervasive Developmental Disorder
•
Physical
•
Psychiatric
•
Specific Learning
•
Speech
•
Visual Impairment
Note:- ‘Primary’ disability remains a mandatory (yellow) field.
9 SASS: Upgrade Details
The names of three Referral Sources have been changed to reflect current departmental program management.
Old Referral Sources New Referral Sources
DHS: Adult Mental Health Services
DHS: Aged Persons Mental Health
Adult Mental Health Services
Aged Persons Mental Health
DHS: Crisis Assessment Team of AMHS Crisis Assessment Team of AMHS
10 Family Violence: Upgrade Details
(a) Five new Referral Sources have been included:
•
Corrections Victoria
•
Family Court
•
Magistrates Court
•
Children’s Court
•
Koori Court
10
(b) Two new issues have been included:
1) Housing
2) Literacy – low
(c) A new funding source has been included for the: Indigenous Men’s Group
Program
11 Family Services: Upgrade Details
(a) Two new Referral Sources have been included:
•
Kinship Care Service
•
Early Parenting Centre
(b) Completely new lists of Issue types and Service types have been included to reflect Family Services Client Information Advisory Group (FSCIAG) recommendations.
The IRIS Family Services Data Dictionary (for Child FIRST/Integrated Family
Services Program) has been updated and contains complete lists of the new Issues categories and Service categories together with values (options) of each, definitions and explanations of when they should be selected. The July 2011 edition of the Family Services Data Dictionary is available at the following web address: www.cyf.vic.gov.au/family-services
Click on the ‘IRIS Family Services User Manual’ button on the left side of the screen. The Data Dictionary is a Word document beneath the large IRIS icon.
12 EI/SCS Flexible Support Packages: Upgrade Details
(a) In the Application Details screen (ca11), when the option “Yes” is selected in the
Support Reviewed field the following fields remain mandatory (yellow):
•
Support Services After Review
•
Budget
When any other option is chosen, the fields’ backgrounds become non-mandatory
(white).
11
(b) In the Support Reviewed field, an additional option of “Yet to be reviewed” has been added.
(c) In the Child and Services screen (ca11), a new field ‘CRIS Client Id’ has been added. This is non-mandatory (white) and there is no requirement to enter any data into this field. Up to 8 characters can be entered into this field.
13 KIS Package: Upgrade Details
In the Application Details screen (ca11):
(a) The ‘Date Approved’ field has been changed to ‘Date Assessed’.
(b) Under the ‘Hours Provided’ field a new field ‘Additional Assistant Hours Provided’ has been created. This new field will accept only integers and is mandatory
(yellow). (Note: This will not apply to closed cases unless they are re-opened).
Note:- The ‘Additional Assistant Hours Provided’ that are recorded in cases will appear as totals in Case Statistics Reports. ‘Hours Provided’ and ‘Additional
Assistant Hours Provided’ both show in the Allocated Time section. (KIS Package must be selected in the Case Type filter field on the Case Report Selection screen).
12
(c) In the Application Eligible field, if the “Yes” option is selected then all the other related fields in the screen become mandatory (yellow). By selecting any other option the fields will remain non-mandatory (white).
(d) In the Recommended Review field, if the option “Yes” is selected then the following fields become mandatory (yellow):
•
Date Reviewed
•
Services Provided After Review
•
Additional Assistant Hours Provided
By selecting any other option the fields will remain non-mandatory (white).
(e) In the Services Provided After Review field, an additional option “None” is available for selection.
(f) In the Application Eligible field, the option “Not Known” has been removed. Only three options remain: “No”, “Yes” and “Not applicable”.
13
14 Preschool Field Officer (PSFO): Upgrade Details
The Children’s Services Licence Id look up list has been updated. See 7.20 above.
15 MCH EHVS: Upgrade Details
In 2010 the MCH Enhanced program required IRIS to be changed to record information about the Nursery Equipment Program (NEP). Agencies with the MCH Enhanced case type needed to undertake a minor upgrade to their IRIS to have access to the NEP functionality. The 1-7-0 IRIS upgrade incorporates all the minor upgrade changes, and data entered by agency staff is now available in reports.
Access to the NEP screen is via a Nursery Equipment Program button under the
Immunization field in any Service Details screen (sv04).
Information about goods actually delivered and eligibility criteria selected is available in
Case Statistics Reports. The two new sections appear in these reports beneath the MCH
Immunization data.
Note:- MCH Enhanced Home Visiting must be selected in the Case Type filter field.
16 Parenting Assessment and Skills Development
Services (PASDS): Upgrade Details
(a) In the Case Details screen (ca13), a prompt has been placed at the end of the
‘CRIS Client Id’ field reminding users that 8 numbers are required to be entered.
(b) A new service type of ‘Unborn child’ has been included and two service options
‘case work’ and ‘indirect’ can be selected for this service type.
14
(c) Case Outcome is not a field required to be completed when closing a Parenting
Assessment and Skills Development Services (PASDS) case. Reference to Case
Outcome has been deleted in IRIS case reports when PASDS is selected in the
Case Type filter field (screen ca50).
17 Financial Counselling: Upgrade Details
An additional issue ‘food insecurity’ has been included under Financial & Household issue type.
18 Forgotten Australians: Upgrade Details
In the Case Details screen (ca14):
(a) A new field ‘Confirmation of Time in Care’ has been included with the options
“Yes”, “No” and “Pending”. Note: Data recorded shows in Case Statistics Reports; filter for Forgotten Australians as Case Type in the Case Report Selection screen.
(b) Two new fields ‘Child Migrant’ and ‘Stolen Generation’ have been included with the options “Yes”, “No”, “Not known”, “Not applicable” and “Not required for this case”. Note:- Data recorded in these fields also shows in Case Statistics Reports.
In the Service Details screen (sv14), a new option “By Post” has been included in the service location field.
15
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