Food Package Screen For FI states, the Food Package grid displays the Food Items by Category and Item Description. The item description is the print that appears on the printed paper FI. The grid allows the user to see how the foods are distributed across the paper FIs. As part of the tailoring process, food items can be added or removed from the grid. FIs can be added to the grid or removed from the grid. System parameters determine the maximum number of food items and food instruments that can in the grid. FI Screen (FI Only) (System.FoodBenefitDeliveryMethod system parameter is set to “FI”) NOTE: The food package displayed belongs to a year old child. > Foods > Food Package <Family Header (See CS Overview)> <Participant Sub-Header (See CS Overview)> EBT Screen (EBT Only) (System.FoodBenefitDeliveryMethod system parameter is set to “EBT”) NOTE: The food package displayed belongs to a breastfeeding woman with a partially breastfed infant. > Foods > Food Package <Family Header (See CS Overview)> <Participant Sub-Header (See CS Overview)> Note: See Appendix: EBT Foods Screens Comparison in this document for a matrix showing the purpose, the level of data, the length of data span, the ability to update, what data is managed, and the dates covered on this and other EBT Foods screens. (EBT Only) Control Description Effective This is the date that a food package becomes effective to be used in the system to produce food benefits. The drop-down and spin control selection of historical food package data. When New is clicked, this date defaults to today’s date. It can be updated by the user. If another food package already exists for the participant with Food Package Date = today’s date, then the Food Package Effective Date must have an effective date other than today’s date entered by the user. The Effective Date is the first day that a food package can be used for issuance. Type Record Selector Contents Dates DB Column ParticipantRX.EffectiveBegDt
DB Column For FI Only states - FI.LastUseDt For EBT Only states – ParticipantEBTIssuance.LastUseDt For both – ParticipantRX.Name <issuance and year> – Food Package description This is the third issuance month and year in the future (today’s issuance month plus 3 months). Type Text Box Required NA Length 15 Validation Header, Mask of “First 3 characters of month” yy Ex: Jan yy Description, Mask begins with “**” for food packages that are prescribed, not issued, available for issuance. Mask shows as much of the food package name as space allows. Display Only Yes Calculated No DB Column For FI Only states - FI.LastUseDt For EBT Only states – ParticipantEBTIssuance.LastUseDt For both – ParticipantRX.Name Legend – ** = Food Package prescribed, not issued, but available for issuance Food Package prescribed, but not issued is represented by double asterisks “**” in the text box. This indicates that for the issuance month of the text box, a food package is prescribed (available for issuance), but it has not yet been issued to the participant. Type Text Box Required NA Length NA Validation NA Display Only Yes Calculated No DB Column (FI Only) ParticipantRX.EffectiveBegDt, FI.CreateDate (EBT Only) ParticipantRX.EffectiveBegDt, ParticipantEBTIssuance.CreateDt Business Rules
If the infant that is breastfeeding the most has a verified food package with formula and the amount of formula is considered “Partial BF Out of Range” And if the BF woman is > = 6 months post-partum, then display a warning message. “All infants are <Partial BF Out of Range> or <Full Formula>. <BF mother’s name> may not receive benefits for <month>, year.” This stops mom from receiving food benefits. The Prorate fields (in group box) are disabled if there is no new issuance food benefits that can be prorated. These fields are only available when ProrateAllowed = Yes and ProrateOverride = Yes. When the Override Proration box is checked, its Override Reason box becomes enabled and required. When the Override Proration check box is unchecked, its Override Reason box is cleared of any data and disabled. When expanded, the Food Items display the makeup of the foods on that particular paper FI. When a food item has an optional food container, this optional food container is displayed on the same line starting with the word ‘or’. The format is “9 xxx” where ‘9’ is the optional food container’s Equivalent Quantity times the quantity of the original food item (rounded to a whole number) and ‘xxx’ is the description of the optional food container. Display issuance information in sequence from newest to oldest issuance month. Display participant information in sequence from oldest participant to youngest participant. Display all non-archived FIs for the participant. (This includes all paper FIs issued, reissued, or voided.) Issuance view 1st level – Issuance period 2nd – Participant name 3rd level – <food package name> If a state is using proration, then display in parenthesis what proration has occurred for a 2/3 or 1/3 package. 4th – Check box with sequence number (for paper FIs that have not yet been printed) or FI number (for paper FIs that have been issued). If the FI is marked as direct ship, append ‘(Direct Ship)’ behind the FI number. The expansion of this level shows the food contents of what appears on that particular food instrument. Participant view – Same as Issuance view except the 1st level and 2nd level are switched. Print (Issue And Reissue) Rules
Format BALANCE – See business rule #2 ISSUE, RE-ISSUE or TRANSFER – See business rule #3 CREDIT/DEBIT – See business rule #4 CARD CORRECTION – See business rule #5 PURCHASE – See business rule #6 RETURNED – See business rule #7 SETUP, CHANGE PIN and UNLOCK – See business rule #8 HOT CARD – See business rule #9 DB Column Not Stored BALANCE data grid This grid the calculated amount for each individual subcategory that should be currently on the card. Type Read Only Data Grid Category / Subcategory The category / subcategory of the food calculated to be on the card. Type Text Box Required NA Length NA Validation Mask of 99 999 xxxxx where 99 999 is the category and subcategory numbers and “xxxxx” is the subcategory name. Display Only Yes Calculated Yes DB Column Not Stored Units The of the subcategory calculated to be on the card. Type Text Box Required NA Length 5.2 Validation NA, Mask of ZZ9.99 Display Only Yes Calculated Yes DB Column Not Stored UOM The UOM of the subcategory calculated to be on the card. Type Text Box Required NA Length NA Validation NA Display Only Yes Calculated Yes
“ (“ PAN issued to. Mask of 99999999-99999999. mm/dd/yyyy–mm/dd/yyyy (FDTU–LDTU) User ID that executed the transaction. The Economic Unit’s local agency ID and clinic ID at the time of issue, reissue, or transfer. Mask of 99-999. “Mailed” (if mailed indicator was set). Mailed Reason (if mailed indicator was set). “Remote – Loaded” (if EBTIssuance.RemoteLoadIn is true). “)“ CREDIT/DEBIT (2nd level format): Display the word “CREDIT/DEBIT (calculated)” (with sample grid) before or below each REISSUE if there has been any changes to the food contents on the card due to the REISSUE during a current month. If no changes, then a preceding ISSUE or BALANCE shows the contents on the card. Concatenate the same text as found on the associated REISSUE line except the Mailed portion. CARD CORRECTION (2nd format): Concatenation of the following (with the sample grid): “CARD CORRECTION” Transaction Date and Time. Mask of MM/DD/YYYY HH:MM:SS AM “ (“ PAN Mask of 99999999-99999999. ID of user who executed the transaction. The Economic Unit’s local agency ID and clinic ID on the card at the time of the transaction. Mask of 99-999. “)“
If View is set to not Show Hidden Members, then only participants (members with a WIC Status) that are women or children < 5 years of age are displayed in the Participant Record selector. All participants with Termination Reason equal Deceased or No Longer in Family are excluded from the Participant record selector. Participants appear in the listbox in age order, starting with the oldest. Display an error if the user tries to access the FI Detail of an FI if the FI is already assigned to a participant that is not part of this family. At initial screen entry (no search results), Disable Select Participant, First Day To Use and Last Day To Use. When successful search results are found, enable Select Participant, First Day To Use and Last Day To Use. The Search button is disabled for with read-only rights to this screen. The following data fields are updated in the FI table upon assignment: Part _ID, FirstUseDt, and LastUseDt.
Appendix: EBT Foods Screens Comparison The following matrix similarities and differences between some of the Foods Screens as used in EBT Only states. Aspect Food Package Issuance Summary Food Benefits Audit Trail Purpose Where the benefits to be issued are prescribed Where a summary of issuance is shown Where the benefits are issued Where you see history by Economic Unit Data Level Participant Only Participants by Economic Unit Participants Within Economic Unit Economic Unit Only Data Span History of Participant Food Packages (One at a time) Current issuance month plus 3 months History of Economic Unit – Issuance Only History of Economic Unit – All Transactions Read Only vs. Update Update Read Only Update Read Only Data Management Food Package Selection, Food Package Tailoring, Special Diet Documentation Food Benefits are Issued, Prescribed but not issued, Not Available for Issuance, and was or will be a food package change Selection, Mailed Indicator, Proration Choices Actual Issuance & Other Card Transactions