EWiSACWIS Search Enhancements Release 1.9 – April 11 th 2005 Release 2.0 – June 27 th 2005.

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Presentation transcript:

eWiSACWIS Search Enhancements Release 1.9 – April 11 th 2005 Release 2.0 – June 27 th 2005

Search Enhancements 1.9 Real Estate changes. Looks different. New search Algorithm uses “Spells Like” function vs. older “Sounds Like” function. Thesaurus is now in place. Robert/Bob Navigational Searches for Case, Person, Provider Organization and Worker search include the new Slider (search precision) tool. Defaults to Medium. Additional Intake Search functionality that helps to prevent the creation of duplicate person records in the application – presents the user with a “similar” persons listing (Potential Person Matches page). Serves as a double check.

Search Enhancements 1.9 Related People icon at Create/Link phase of Intake. Also appears on main outliner. At Intake, the SSN field does not require a name when searching. Behind the scenes, the street upper name will be converted to all upper case. Behind the scenes, strip the spaces from the address field. Existing data will also be converted for this as well – will allow users to conduct a dual wildcard search on the address field.

Search Enhancements 1.9 Ability to drill down for Cases when creating or linking to a case during Intake. Automatic update to the AKA names tab when there is a change to either the First or Last Name via person management. 3 more “additional search criterion” (to total 5) have been added to Provider Service Search.

Search Enhancements 2.0 Provider Service, Closed Cases Eligibility, Closed Cases Trust Account, Grand Search, Select ARSP Link, and Order of Adoption search will include the new Slider (search precision) tool. The system will allow wildcard searches to also include numbers. For example, for person searches, users will be able to enter a Street (number) wildcard 24* and pull up any persons with variations of the last name AND street address that begin with '24.‘ The system will allow multiple wildcard searches for all name fields. This will enable a user to enter more than one wildcard in the same name field.

Search Enhancements 2.0 The name, address, and ID fields will be coded to prevent any erroneous spacing issues. When a user tabs out of a field, any additional spaces totaling more than one which occurring before, between, and after the data entered in the field will be reduced to one space. When a name is entered with a space (e.g. Mc Cain), search will look for variations of that name that include spaces and those that do not. This will occur only at the search precision setting Low through Med/High. The 'By Availability' setting will now compare the number of open placements with Total Bed Capacity and return providers where the number of open placements is less than the Total Bed Capacity. Equation: Total Bed Capacity - Open Placements - Bed Reservation = Availability

Search Enhancements 2.0 Private provider naming will follow the same naming convention as Home provider naming. ‘Last Name’, ‘First Name’ Improves searching, reduces duplicate persons.