Monday, December 20, 2010

See You at TIG 2011

Hi all, just a quick note that I will be attending the LSC TIG Conference next month in Albuquerque, NM. I'll be there for the first two days. Please drop me a note if you're going to be there, I'd love to meet and chat!

Aaron

Friday, December 17, 2010

Pika Tips and Tricks

The Challenge:
How to remember the correct code number when creating an ad hoc report using Mega Reports. Customizable menus and special tables allow flexibility within Pika, however, remembering the code number that corresponds to a specific LSC Problem is not convenient.

Pika versions prior to v4.0 do not contain the Form Letter Manager within SiteMap.
The Solution:
Pika CMS v4.0 and older, copy the menus and special tables into a Word document and store the document within Pika CMS for ready access. The Pika Administrator completes the following steps:
  • Launch MS Word and open a blank document
  • Open a specific Pika Menu from Menus and Special Tables within Site Map. For example, problem_2008.
  • Select Switch to Classic Mode.
  • Copy the entire menu list using your mouse to select all or use the Edit pull-down menu to Select All. Then right mouse click and select to Copy or use the Edit pull-down menu to select Copy.
  • Paste into MS Word by placing cursor in open blank document, right mouse click and select Paste or use the Edit pull-down menu to select Paste.
  • Select to save the MS Word document.
  • Login to Pika CMS and create a folder named “Menus” using Form Letter Manager under System Screens within the Site Map.
  • Select the newly created folder and click on Choose File button under Upload a Form. Locate the newly saved MS Word document, add a description of file, click on Add File Button.
To Use:
  • Prior to starting a Mega Report open any case, select Documents tab, select Menus from Document Assembly.
  • Click on the appropriate document and click Make New Doc button.
  • Download and open the MS word document.
  • Proceed to Mega Report and complete ad hoc reporting using the open MS word document as a visual cheat sheet.

Friday, December 10, 2010

Pika Tips and Tricks

Challenge:
How to get your favorite Pika Report(s) into a spreadsheet format when that is not an output option.

Pika versions prior to v3.06 did not typically include spreadsheet as a output option. No matter what version of Pika currently in use, a work around solution is available.
Solution:
    • Select HTML as the output option.
    • Copy the report results using your mouse to select all or use the Edit pull-down menu to Select All. Then right mouse click and select to Copy or use the Edit pull-down menu to select Copy.
    • Paste into MS Excel by placing cursor in upper left corner, right mouse click and select Paste or use the Edit pull-down menu to select Paste.

Tuesday, July 20, 2010

Pika CMS 4.12 Released

Greetings Pika Community,

I am writing to announce the immediate availability of Pika CMS 4.12
for general release. Those of you with Pika subscriptions can download the software from:

http://www.pikasoftware.com/files/releases/pika_cms-412.zip


This release of Pika addresses several reported bugs for users of Pika CMS version 4.10 and later. Below is the list of issues addressed.
  • Fixed issue with pb_attorneys.php - Attorney Name not displaying properly on case list header when editing attorney.
  • Fixed issue with assign_pba.php - Last Case field not being updated when user assigns PBA to a case record.
As always, please feel free to contact us with any questions at support@pikasoftware.com.

Tuesday, June 22, 2010

Pika CMS 4.11 Released

Greetings Pika Community,

I am pleased to announce the immediate availability of Pika CMS 4.11
for general release. Those of you with Pika subscriptions can download the software from: http://www.pikasoftware.com/files/releases/pika_cms-411.zip If you would like to try out the new release it is now up and running at our demonstration site at the link below. http://www.pikasoftware.com/demo Here is an abbreviated list of the new features added for this release (a more complete listing is available in changelog.txt included in the release).
  • Fixed bug in activity.php - new activity records would not accept blank funding code if case funding code set.
  • Added Edit Alias screen linked from contact page.
  • Updated Calendar Advanced Tab fixing bug that prevented PBA selection.
  • Fixed bug in pikaCase.php - case close_date validation preventing cases from being re-opened
  • Added legacy tag converter to pikaTempLib to handle alternate tag format (%[field menu source=menu_name]%)
  • Fixed bug in pika410.sql - case tabs import not copying .php extension - doesn't highlight tabs.
  • Fixed bug in zipcode and funding ajax lookups - blank return value broke script.
  • Added Inactive Case & Flagged Case Reports.
  • Fixed bug in MegaReport save_report.js - now only saves changed checkbox & hidden fields
    (preventing script timeout errors for tables with large numbers of columns).
  • Added pagination to search screen for case notes.
  • Fixed issue in Case Number search - results not displaying client name.
  • Added calendar_tabs plugin - Draws calendar tabs (equivalent of case_tabs).
  • Added checkbox_list plugin w/ selection functions.
  • Updated user_list.php - Added ability to filter out disabled users implements checkbox list.
  • Added pba_list.php plugin - PBA equivalent of user_list.
  • Added input_date_selector plugin w/ dropdown calendar.
  • Fixed issue with LSC close code and problem menus - displaying incorrect menu on cases opened during transition period 1/1/2008-3/31/2008
  • Updated the Menus and Special Tables manager.
These updates were funded by the subscription dues paid by Pika clients. Thank you for your continued support!

Thursday, May 27, 2010

Pika CMS User Policy - Who's Got One?

Recently a program inquired about sample user policy documents. Do any readers have one they'd be willing to share?

Re-inventing the wheel does not seem to be a good use of anyone's time which brings me to wonder if there is an opportunity for Pika Software customers to collaborate and share their thoughts regarding User Policies.

I would imagine such a User Policy would have common attributes such as Who is allowed access, security considerations for off-site access, the importance of confidentiality regarding the contents of case files, what can be printed and/or should not be printed, etc.

If your organization has a User Policy for your Pika Software system and you would like to share with other Pika Software customers, please reply and post your User Policy.

Wednesday, March 17, 2010

St. Patrick's Day Server

I'm just back from the data center downtown, where I installed a new backups server for our hosted programs. We now have 1.5 terabytes of backup space, plenty of room for the new hosted Pika programs coming on line recently. Happy St. Patrick's Day!

Wednesday, March 10, 2010

CMS Reviews at LSNTAP

LSNTAP.org now has a Case Managment System Review and Ratings website at http://cms.lsntap.org. The site is designed to help programs in the market for a new CMS to make an informed decision. They have a feature checklist for each of the most popular systems on the market, as well as user-submitted reviews and ratings. It's pretty cool!

Pika currently has only 6 user reviews. If you have a moment, please fill out a review and mention it to your coworkers. It's only 13 questions long, and it'd help out other programs thinking about adopting Pika CMS to hear your experiences. Thank you!

LSNTAP's CMS Review tutorial:

Monday, March 1, 2010

Pika CMS 4.10 Released

Greetings Pika Community,

I am pleased to announce the immediate availability of Pika CMS 4.10
for general release. Those of you with Pika subscriptions can download the software from:

http://www.pikasoftware.com/files/releases/pika_cms-410.zip

Here is a brief list of the new features added for this release (a
more complete listing is available in changelog.txt included in the release).
  • Added Report Security by Report by Group Security
  • Added new Error Reporting system and restored and updated trigger error screen.
  • Added Case Tab Manager and upgrade scripts.
  • Added System Maintenance screen (Update Metaphones and Client Age).
  • Added RSS Feed manager which allows RSS feeds to be displayed on the Pika Home screen.
  • Reviewed and updated all template plugins.
  • Updated setFunding lookup for activity records - now based off ajax case-lookup service.
  • Pika Megareport can now be saved.
  • Updated Pro Bono Attorney Screens and fixed issues with search and sorting.
  • Added parameters section to report template to specify the parameters that the report is running.
  • Updated Search Notes section with sorting and paging.
  • Updated User Account management screen - added filtering, sorting, searching.
These updates were funded by the subscription dues paid by Pika clients. Thank you for your continued support!

Friday, February 5, 2010

System Maintenance on Feb 11

I will be installing a new SSL certificate for programs hosted at the Pika datacenter next week on Feb 11th (a Thursday.) This will eliminate the warnings that some Internet Explorer users see when using the site.

I've scheduled the maintenance for 7 PM Pacific/8 PM Mountain/9 PM Central/10 PM Eastern on the 11th. The web sites will be unavailable during the upgrade, but it should only take approximately five minutes.

I tested the new certificate in my IE8, IE6, Firefox, Safari and Chrome test environments, and it worked fine with all browsers. It should be a seamless upgrade.

Please give me a ring if you have any questions or concerns! My number is (888) 321-7452 x1.

Wednesday, January 20, 2010

Cindy Wiley Joins Pika Software

Hello - my name is Cindy Wiley and I'm very pleased to join Pika Software as a software developer.

I have over 20 years experience within the Information Technology field with strong analytical and problem solving abilities linking software solutions to end-user needs. One of my most recent experiences was with Progressive Insurance (17 years) providing enterprise-wide IT solutions for the internal legal teams supporting insureds.

I am thrilled to be working with Pika Software and look forward to getting to know everyone !!