$TXT Created by G at CHY0034.FO-BAYPINES.DOMAIN.EXT (KIDS) on Friday, 04/14/23 at 22:17 ============================================================================= Run Date: MAY 03, 2023 Designation: SD*5.3*842 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #695 Status: Released Compliance Date: MAY 16, 2023 ============================================================================= Associated patches: (v)SD*5.3*819 <<= must be installed BEFORE `SD*5.3*842' (v)SD*5.3*837 <<= must be installed BEFORE `SD*5.3*842' (v)SD*5.3*838 <<= must be installed BEFORE `SD*5.3*842' (v)SD*5.3*848 <<= must be installed BEFORE `SD*5.3*842' Subject: VS GUI VERSION 1.7.40.1 Category: - Routine - Enhancement (Mandatory) - Data Dictionary Description: ============ VistA Scheduling (VS) Graphical User Interface (GUI) Release 1.7.40.1 and SD*5.3*842 includes several defect corrections and enhancements including retiring the obsolete SDES GET APPTS BY IEN 2 Remote Procedure Call (RPC). The SDESGETREQWRAPPR routine, which supports several RPCs, was updated to add Stop Code and Security ID (SecID) into to the returned JavaScript Object Notation (JSON) object. The SDES GET CONSULTS BY DFN and SDES GET CONSULT BY IEN RPC were updated to include the listed elements in their JSON return object. The SDES PATIENT SEARCH RPC was updated to return a Boolean indicating whether the patient demographics need updating. The SDES CANCEL APPOINTMENTS and SDES CANCEL APPOINTMENT 2 RPC were updated to remove the appointment Internal Entry Number (IEN) from the MRTC APPT MADE sub-file when an appointment is being cancelled for a child appointment and the clinic appointment slot will be incremented when an appointment is cancelled for clinic. The SDES GET APPT REQ LIST BY DFN, SDES GET RECALLS BY DFN and SDES GET RECALL BY IEN RPCs were updated to include the additional fields listed in their return JSON object. The SDES CREATE RECALL REQ 2 RPC was updated to accept the reminder appointment type name, i.e. "FOLLOW-UP", "YEARLY EXAM", etc. instead of recall appt type IEN. The new CANCELLED NOT RE-OPENED disposition reason was added to the SDEC DISPOSITION REASON (#409.853) file. The SD*5.3*842 post install routine will review cancelled appointments since the SD*5.3*627 patch was installed (approx. 6/2017). As needed, disposition information will be added to the corresponding Appointment Request in the SDEC APPT REQUEST (#409.85) file. The RPCs supporting both the VS GUI and the SDES* RPCs were updated to add the needed Disposition data to the appointment request based on the cancelation data in the corresponding appointment. The SDES CREATE APPOINTMENTS RPC was updated to make the SDEC RESOURCE parameter optional. If the SDEC RESOURCE is not passed in, the software will find the corresponding Resource from the SDEC RESOURCE (#409.831) file. The SDES GET APPT TYPES RPC was created, and it will return the types of appointments that are available in the APPOINTMENT TYPE (#409.1) file. The SDES GET SPEC NEEDS AND PREFS RPC was created and will return the special needs and preferences associated with a patient. The new SDES GET CONSULT DETAILS RPC was created to return the details associated with a consult request. The SDES GET PATIENT INQUIRY RPC was created to return a report known as a patient inquiry. This report includes details about the patient and associated appointment data. The SDES PATIENT SEARCH RPC was modified to pass back a Boolean indicating whether the patient demographics need to be updated or not. The new MISSION ACT ELIGIBLE (#2.1) field was created to store an indicator as to whether this appointment is a Mission Act appointment. The new SDES GET AVAIL BY STOP CODE RPC was created and will return clinic availability given a primary stop code, secondary stop codes, beginning date and ending date. The SDES GET MISSION ACT ELIG RPC was updated to return if an appointment is Mission Act Eligible across multiple clinics with the same stop code. The VS GUI was updated to utilize the updated Mission Act Availability RPCs and will now display a notice to the user when they try to schedule an appointment that is Mission Act eligible and there is not available in the selected clinic. If the user clicks on the pop up, they will be able to view a listing of the first 10 available appointment slots from clinics matching the primary and secondary stop codes of the clinic associated with the appointment request (starting with newest created clinics first). The SDEC07 routine was updated to populate the new MISSION ACT ELIGIBLE (#2.1) field in the SDEC APPOINTMENT (#409.84) file when the appointment is Mission Act eligible. The SDES EDIT CLINIC AVAILABILITY RPC was updated to not require times and slots as input parameters. The SDES GET MISSION ACT ELIG RPC was updated to quit out without logging an error when the PID and selected appointment date are both within the Wait Time Standard. When this occurs, the VS GUI will not display the availability pop-up. The SDES842P post install will review existing data since the release of SD*5.3*824 and will report on pending appointments that do not match the patient on the request. The SDES GET MISSION ACT ELIG RPC was updated to include the primary and secondary AMIS stop code names and numbers in its JSON return object. In addition the RPC was updated to only look at clinics in the same institution. The VS GUI was updated to display an alert and the associated Primary and Secondary Automated Medical Information System (AMIS) Stop Code name and number to the user if the Appointment is Wait Time Eligible. The new SDES GET MISSION ACT ELIG FEDT RPC was created and will calculate whether patient is mission act eligible based on the file entry date of the appointment request, Patient Indicated Date (PID), selected appointment date, and clinic IEN. This new RPC was added to both the SDECRPC and the SDESRPC options. The date input parameter was added to the call to H^SDEC57 to prevent undefined errors. The X and Y variables were newed in GETIEN^SDEC51 to prevent them from leaking out and causing issues in the downstream processing. Additional appointment type validation was added to the routine supporting the SDEC APPADD RPC. The VS GUI was updated to not display a message if the PID is outside the wait time standard. ************************************************************************** * * * Sites should install SD*5.3*848 prior to installing SD*5.3*842 * * * * * ************************************************************************** * GUI UPDATE NOTICE * * ---------------------------------------------------------------------- * * This patch MUST be installed before the GUI update for release * * 1.7.40.1 of VS is installed. * * * * * * The previous version of the VS GUI will not operate after this * * patch is installed. Therefore, VS GUI V1.7.40.1 and VistA patch * * SD*5.3*842 must be coordinated and installed during the same * * maintenance window. * * * * * ************************************************************************** Patch Components: ----------------- Files & Fields Associated: New/Modified/Deleted -------------------------- -------------------- SDEC DISPOSITION REASON New disposition reason Modified (#409.853) being deployed SDES ERROR CODES New errors being Modified (#409.93) deployed File Name (Number) Field Name New/Modified/Deleted ------------------ ---------- -------------------- SDEC APPOINTMENT MISSION ACT ELIGIBLE New (#409.84) (#2.1) Forms Associated: ----------------- Form Name File Number New/Modified/Deleted --------- ----------- -------------------- N/A Mail Groups Associated: ----------------------- Mail Group Name New/Modified/Deleted --------------- -------------------- N/A Options Associated: ------------------- Option Name Type New/Modified/Deleted ----------- ---- -------------------- SDECRPC Broker Modified SDESRPC Broker Modified Protocols Associated: --------------------- Protocol Name New/Modified/Deleted ------------- -------------------- N/A Security Keys Associated: ------------------------- Security Key Name ----------------- N/A Templates Associated: --------------------- Template Name Type File Name (Number) New/Modified/Deleted ------------- ----------------------- -------------------- Remote Procedures Associated: ----------------------------- Remote Procedure Name New/Modified/Deleted --------------------- -------------------- SDES CREATE APPOINTMENTS Modified SDES CREATE CLIN AVAILABILITY Modified SDES CREATE RECALL REQ 2 Modified SDES EDIT CLINIC AVAILABILITY Modified SDES EDIT RECALL REQ 2 Modified SDES GET APPT REQ LIST BY DFN Modified SDES GET APPT REQS BY IENS Modified SDES GET APPT TYPES New SDES GET APPTS BY IEN 2 Deleted SDES GET AVAIL BY STOP CODE New SDES GET CONSULT DETAILS New SDES GET CONSULTS BY DFN Modified SDES GET CONSULTS BY IEN Modified SDES GET MISSION ACT ELIG Modified SDES GET MISSION ACT ELIG FEDT New SDES GET PATIENT INQUIRY New SDES GET RECALL BY IEN Modified SDES GET RECALLS BY DFN Modified SDES GET SPEC NEEDS AND PREFS New SDES PATIENT SEARCH Modified Parameter Definitions Associated: --------------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- JIRA tasks: =========== 1) VSE-4498: VistA - Retire SDES GET APPTS BY IEN 2 post release patch 828. Problem: Need to retire the old SDES GET APPTS BY IEN 2. Resolution: This RPC has been replaced by the SDES GET APPT BY APPT IEN RPC. 2) VSE-4923: VistA - Modify SDES GET APPT REQ LIST BY DFN, SDES GET RECALLS BY DFN, and SDES GET RECALL BY IEN to return additional fields. Problem: The following fields need to be added to the SDES GET RECALLS BY DFN, SDES GET RECALL BY IEN and SDES GET APPT REQ LIST BY DFNRPCs: ClinicStopCodeAMIS ClinicStopCodeName ClinicSecondaryStopCodeAMIS ClinicSecondaryStopCodeName EnteredBySecID - SecID of the user who entered the recall Resolution: The SDESGETREQWRAPPR routine was updated to add these additional elements listed to the returned JSON object. 3) VSE-4924: VistA - Modify SDES GET CONSULTS BY DFN and SDES GET CONSULT BY IEN to return additional fields. Problem: Need to update the SDES GET CONSULTS BY DFN and SDES GET CONSULT BY IEN RPCs to return these additional elements in the JSON object: CPRS Status (File #123 Field #8) Provider SecID ConsultSendingProviderIEN ConsultSendingProviderName ConsultSendingProviderSecID Resolution: The SDESGETRECALL and SDESGETREQWRAPPR routines were updated to include the listed elements in their JSON return object. 4) VSE-4956: VistA - Modify SDES PATIENT SEARCH RPC to return a Boolean indicating demographics needs update. Problem: Need to modify SDES PATIENT SEARCH RPC to return a Boolean indicating whether the patient demographics need to be updated. Return 0 (false) if last demographics update date was < 6 months Return 1 (true) if last demographics update date was >= 6 months Resolution: The SDES PATIENT SEARCH RPC was modified to pass back a Boolean indicating whether the patient demographics need to be updated or not. 5) VSE-5016: VistA - Modify SDES CANCEL APPOINTMENTS and SDES CANCEL APPOINTMENT 2 to remove appointment IEN from MRTC APPT MADE sub-file. Problem: Need to modify the SDES CANCEL APPOINTMENTS and SDES CANCEL APPOINTMENT 2 RPC as follows: 1. Appointment IEN should be removed from MRTC APPT MADE sub-file when an appointment is being cancelled for a child appointment. 2. Clinic appointment slot should be incremented when an appointment is cancelled for clinic. Resolution: The SDESCANCELAPPTS and SDESCANAPPT2 routines were updated to address this issue. 6) VSE-5026: VistA - Modify SDES GET APPT REQ LIST BY DFN, SDES GET RECALLS BY DFN, and SDES GET RECALL BY IEN to return recall reminder appt type. Problem: The SDES GET APPT REQ LIST BY DFN, SDES GET RECALLS BY DFN and SDES GET RECALL BY IEN RPCs need to be updated as follows: 1. Return the recall reminder appt type name (not IEN) 2. In addition to the recall reminder provider IEN, also return: * The #200 NEW PERSON IEN for the recall provider * The SecID for the provider (if it exists) Resolution: The SDESGETRECALL and SDESGETREQWRAPPR routines were updated to include the additional fields listed in their return JSON object. 7) VSE-5037: VistA - Modify SDES CREATE RECALL REQ 2 to accept the recall reminder type name. Problem: Need to modify the SDES CREATE RECALL REQ 2 RPC to accept the reminder appointment type name, i.e. "FOLLOW-UP", "YEARLY EXAM", etc. instead of recall appt type IEN. Resolution: The SDESUPDRECREQ2 routine was updated to accept the appointment type name as an input parameter. 8) VSE-5043: VistA - Please create a new Appointment Request Disposition Reason, post install routine, and update the code to not reopen the request. Problem: Need to create a new Appointment Request Disposition Reason, post install routine, and update the code to not reopen the request: We need to address the clearing out of disposition fields when an appointment is cancelled via a cancel reason that does not reopen the request. We will need: 1. A new disposition reason 2. A post install routine that cleans up the data 3. The code changed to update the request with the new disposition. (I would think for both SDEC and SDES code). Resolution: 1. The new CANCELLED NOT RE-OPENED disposition reason was added to the SDEC DISPOSITION REASON (#409.853) file. 2. During the patch installation process, the SDES842P post install will spawn off a background process that will review cancelled appointments since the SD*5.3*627 patch was installed (approx. 6/2017). As needed, disposition information will be added to the corresponding Appointment Request in the SDEC APPT REQUEST (#409.85) file. 3. The SDEC08, SDESCANAPPT2 and SDESCANCELAPPTS routines were updated to support both the VS GUI and the applications calling the SDES* RPCs. 9) VSE-5073: VistA - Modify SDES CREATE APPOINTMENTS to make the SDEC RESOURCE parameter optional. Problem: Need to modify SDES CREATE APPOINTMENTS to make the SDEC RESOURCE parameter optional. When no SDEC RESOURCE parameter is given, then auto-populate the resource pointer from the clinic IEN similar to how SDES CREATE VET REQ SCHED APPT works. Resolution: The SDESCREATEAPPT routine was updated to make the SDEC RESOURCE parameter optional. If the SDEC RESOURCE is not passed in, the software will find the corresponding Resource from the SDEC RESOURCE (#409.831) file. 10) VSE-5103: VistA - Create SDES GET APPT TYPES RPC for Scheduling Auxiliary Services (SAS) team. Problem: Need to create the SDES GET APPT TYPES RPC for the SAS team. Resolution: The SDES GET APPT TYPES RPC was created, and it will return the types of appointments that are available in the APPOINTMENT TYPE (#409.1) file. 11) VSE-5105: VistA - Create a new SDES GET SPEC NEEDS AND PREFS RPC for the SAS team. Problem: Need to create a new SDES GET SPEC NEEDS AND PREFS RPC for the SAS team. Resolution: The SDES GET SPEC NEEDS AND PREFS RPC was created and will return the special needs and preferences associated with a patient. 12) VSE-5106: VistA - Create a new SDES GET CONSULT DETAILS RPC for the SAS team. Problem: Need to create a new SDES GET CONSULT DETAILS RPC for the SAS team. Resolution: The new SDES GET CONSULT DETAILS RPC was created to return the details associated with a consult request. 13) VSE-5107: SAS - Create a new SDES GET PATIENT INQUIRY RPC for the SAS team. Problem: Need to create a new SDES GET PATIENT INQUIRY RPC for the SAS team. Resolution: The SDES GET PATIENT INQUIRY RPC was created to return a report known as a patient inquiry. This report includes details about the patient and associated appointment data. 14) VSE-5144: VistA - Create a new field in 409.84 called MISSION ACT ELIGIBLE. Problem: Need to create a new field in file 409.84 called MISSION ACT ELIGIBLE. This field will be used to store whether the appointment is Mission Act Eligible or not Mission Act Eligible. Resolution: The new MISSION ACT ELIGIBLE (#2.1) field was created to store an indicator as to whether this appointment is a Mission Act appointment. 15) VSE-5145: VistA - Make a copy of SDES GET MISSION ACT ELIG and rename one copy for EAS. Problem: Need to make a copy of SDES GET MISSION ACT ELIG RPC and rename the copy to better indicate that the RPC will return the availability across multiple stop codes. This RPC will be used by EAS Resolution: The new SDES GET AVAIL BY STOP CODE RPC was created and will return clinic availability given a primary stop code, secondary stop codes, beginning date and ending date. 16) VSE-5146: VistA - Modify SDES GET MISSION ACT ELIG to return if an appointment is Mission Act Eligible across multiple clinics with the same stop code. Problem: Need to modify SDES GET MISSION ACT ELIG to return if an appointment is Mission Act Eligible across multiple clinics with the same stop code. Resolution: The SDES GET MISSION ACT ELIG RPC was updated to return if an appointment is Mission Act Eligible across multiple clinics with the same stop code. 17) VSE-5147: VS GUI - Add MISSION Act Pop Up. Problem: As a user, when I attempt to schedule an appointment and there is no availability based on Mission Act eligibility for that clinic, I want to see a notice that there is no availability for that clinic. If there is no availability for the clinic associated with the appointment request, I want to see up to the first 10 available appointment slots from clinics matching the primary and secondary stop codes of the clinic associated with the appointment request (starting with newest created clinics first). Please have the pop-up display "Availability exists within the Wait Time Standard" and then the available slots. Resolution: The VS GUI was updated to utilize the updated Mission Act Availability RPCs and will now display a notice to the user when they try to schedule an appointment that is Mission Act eligible and there is not available in the selected clinic. If the user clicks on the pop up, they will be able to view a listing of the first 10 available appointment slots from clinics matching the primary and secondary stop codes of the clinic associated with the appointment request (starting with newest created clinics first). 18) VSE-5148: VistA - Modify APPADD to set the new field in 409.84 to Y if appointment is Mission Act Eligible. Problem: Need to modify APPADD to set the new field in 409.84 to '1' if appointment is Mission Act Eligible. Resolution: The SDEC07 routine was updated to populate the new MISSION ACT ELIGIBLE (#2.1) field in the SDEC APPOINTMENT (#409.84) file when the appointment is Mission Act eligible. 19) VSE-5164: VistA - Modify SDES EDIT CLINIC AVAILABILITY to not require times and slots. Problem: Need to modify SDES EDIT CLINIC AVAILABILITY to not require times and slots. CCM needs to be able to delete availability for an entire day without creating any new slots. If either time or slot is provided then both fields must be provided. This should mimic SDBUILD and delete the availability for the date or dates sent and if 9999999 (seven 9's) the availability will be deleted indefinitely. Resolution: The SDES EDIT CLINIC AVAILABILITY RPC was updated to not require times and slots as input parameters. 20) VSE-5197: VistA: Modify SDES GET MISSION ACT ELIG to not display availability pop up when both PID and target appointment are within WTS. Problem: If the Patient Indicated Date (PID) and selected appointment date are both within the Wait Time Standard, do NOT display the availability pop-up. Resolution: The SDES GET MISSION ACT ELIG RPC was updated to quit out without logging an error when the PID and selected appointment date are both within the Wait Time Standard. When this occurs, the VS GUI will not display the availability pop-up. 21) VSE-5216: Create post-install routine to report pending appointments and requests that have different patient DFN. Problem: Need to create post-install routine to report on pending appointments that do not match the patient on the request. Resolution: The SDES842P post install will review existing data since the release of SD*5.3*824 and will report on pending appointments that do not match the patient on the request. 22) VSE-5260: VistA: Modify SDES GET MISSION ACT ELIG RPC. Problem: Need to modify SDES GET MISSION ACT ELIG RPC to return primary and secondary stop codes (AMIS number and name), so GUI can display this to the user if they are Mission Act Eligible. Also, update SDES GET MISSION ACT ELIG to only look at clinics in the same institution. The institution based on the same medical center division. Resolution: The SDES GET MISSION ACT ELIG RPC was updated to include the primary and secondary AMIS stop code names and numbers in its JSON return object. In addition the RPC was updated to only look at clinics in the same institution. 23) VSE-5261: VS GUI: Update MISSION Act Verbiage if Eligible. Problem: Need to update the verbiage on the alert if an Appointment is Wait Time Eligible. Mission Act Wait Time Eligible for this Appointment based on available at this time in the following Stop Codes: Primary: NAME (number) Secondary: NAME (number) Resolution: The VS GUI was updated to display an alert and the associated Primary and Secondary AMIS Stop Code name and number to the user if the Appointment is Wait Time Eligible. 24) VSE-5263 VistA: Create new RPC to return MISSION Act Eligibility for Block&Move for Recalls. Problem: Need to create a new MISSION Act RPC for Block and Move and Drag and Drop of Recall appointments in the SDES* namespace - same as SDES GET MISSION ACT ELIG RPC. Need to add this new RPC to both the SDECRPC and SDESRPC options. Resolution: The new SDES GET MISSION ACT ELIG FEDT RPC was created and will calculate whether patient is mission act eligible based on the file entry date of the appointment request, PID, selected appointment date, and clinic ID. This new RPC was added to both the SDECRPC and the SDESRPC options. 25) VSE-5337: VistA: Need to address H+1^SDEC57 Problem: During IOC Testing of SD*5.3*842, the following error occurred. Need to address the issue. Need to address H+1^SDEC57. Resolution: The date input parameter was added to the call to H^SDEC57 to prevent undefined errors. 26) VSE-5338: VistA: GETIEN^SDEC51 - to prevent leaking of the X and Y variables. Problem: The X and Y variables are leaking out of GETIEN^SDEC51 and are causing issues in the downstream processing. Resolution: The X and Y variables were newed in GETIEN^SDEC51 to prevent them from leaking out and causing issues in the downstream processing. 27) VSE-5344: VS GUI: Remove Mission Act Message if PID is Outside the WTS. Problem: We need a new GUI that does NOT display a message if the PID is outside the WTS-users in that scenario should be able to continue on and schedule as usual with no message/interruption. Resolution: The VS GUI was updated to not display a message if the PID is outside the wait time standard. Test Sites: ----------- San Diego, CA (SDC) Tomah, WI (TOM) Software and Documentation Retrieval Instructions: ---------------------------------------------------- Software is distributed by PackMan message and MSI software. NOTE: There are two installation files. The file titled VISTASCHEDULINGGUIINSTALLER_1_7_40_1_P.MSI is the production VS GUI installation file. The file titled VISTASCHEDULINGGUIINSTALLER_1_7_40_1_T.MSI is the preproduction VS GUI file. Other Software Files: This release also includes documentation and other software files. They can be obtained at: https://download.vista.domain.ext/index.html/SOFTWARE/ Documentation Title File Name FTP Mode -------------------------------------------------------------------------- VS GUI R1.7.40.1 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_40_1_P.MSI Binary VS GUI R1.7.40.1 INSTALLER VISTASCHEDULINGGUIINSTALLER_1_7_40_1_T.MSI Binary VS GUI R1.7.40.1 VDD VS_GUI_1_7_40_1 VDD Binary VS GUI R1.7.40.1 DIBR VS_GUI_1_7_40_1 DIBR Binary VS GUI R1.7.40.1 Release Notes VS_GUI_1_7_40_1 RN Binary VS GUI R1.7.40.1 Technical Manual VS_GUI_1_7_40_1 TM Binary VS GUI R1.7.40.1 User Guide Addendum VS_GUI_1_7_40_1_UG_ADD Binary PIMS Technical Manual PIMS_TM Binary Documentation describing the new functionality is included in this release. Documentation can be found on the VA Software Documentation Library at: https://www.domain.ext/vdl/ Patch Installation: ------------------- GUI Installation Instructions: ------------------------- Sites that employ the VistA Consolidated Server (VACS) installation process will be alerted to the new GUI via an action item from Office of Information and Technology (OIT) Information Technology Operations and Services (ITOPS). Follow the detailed instructions in the Action Item email for VistA Consolidated Server (VACS) installation. The Information Operations (IO) HBMC Field Operations (FO) Application Division will lead and coordinate deployment activities with EUO, Client Technology, Citrix Back Office, and Area Managers, and other OIT and business partners as required. The released software package is available at: https://download.vista.domain.ext/index.html/SOFTWARE Release Manager Point of Contact: Name: Stevens Jack Phone: 772-646-2303 Email: jack.stevens1@domain.ext Pre/Post Installation Overview: ------------------------------- Sites should install SD*5.3*848 prior to installing SD*5.3*842. Routine SDES842P will update SDEC SETTINGS (#409.98) file. Routine will run at the end of patch installation process. Routine SDES842P will also spawn off a job to run in the background. See additional details below. Pre-Installation Instructions: ------------------------------ N/A Setup/Configuration Instructions: --------------------------------- Sites should install SD*5.3*848 prior to installing SD*5.3*842. This patch may be installed with users on the system, although it is highly recommended that it be installed during non-peak hours to minimize potential disruption to users. This patch should take less than 5 minutes to install. Routine SDES842P will spawn off a job to run in the background which will review appointments and their corresponding appointment request and add disposition information to records that are missing that information. This background process could run for several hours based on the number of appointments created since the installation of the SD*5.3*627 patch, which had a compliance date of MAY 05, 2017, and the load on the system. 1. Sites should install SD*5.3*848 prior to installing SD*5.3*842. 2. Choose the PackMan message containing this patch. 3. Choose the INSTALL/CHECK MESSAGE PackMan option. 4. From the KIDS Menu, select the Installation Menu. From this menu, you may elect to use the following options. When prompted for the INSTALL NAME, enter SD*5.3*842. a. Backup a Transport Global - This option will create a backup message of any components exported with this patch. You are prompted to select "R" for Routines or "B" for Build. For this patch, backing up the "B"uild is suggested. Select one of the following: B Build R Routines Enter response: Build b. Compare Transport Global to Current System - This option will allow you to view all changes that will be made when this patch is installed. It compares all components of this patch (routines, DDs, templates, etc.). c. Verify Checksums in Transport Global - This option will allow you to ensure the integrity of the routines that are in the transport global. 5. From the Installation Menu, select the Install Package(s) option and when prompted for the INSTALL NAME, enter SD*5.3*842. 6. If prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? NO//' respond NO. 7. When prompted "Want KIDS to INHIBIT LOGONs during the install? NO//" respond NO. 8. If prompted "Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//" respond NO. 9. If prompted "Delay Install (Minutes): (0 - 60): 0//" respond 0. Post-Installation Instructions: ------------------------------- Post install routine SDES842P will automatically run at the end of the installation process. After the post install has finished running, sites can delete the SDES842P routine using the Delete Routines [XTRDEL] if they wish. Back-Out Plan/Roll Back Plan: ----------------------------- 1. Load the Backup MailMan Message a. Go into MailMan and find the backup message you created in step 3a of the installation process and read that message. b. At the "Type to continue or '^' to exit:" prompt enter ^ to get to the command prompt. c. At the command prompt enter X for eXtract and press enter. d. At the "Select PackMan function:" prompt enter 6 for INSTALL/CHECK MESSAGE and press enter. e. At the "OK to Continue with Load? NO//" prompt, type YES and press enter. f. At the "Want to Continue with Load? YES//" prompt, press enter. g. Exit MailMan. 2. Go Into the Kernel Installation & Distribution System (KIDS) and load and install the backup like you would a regular patch. a. Enter D ^XUP at the command prompt. b. At the "Select OPTION NAME:" prompt, enter Kernel Installation & Distribution System" and press enter. c. From the main KIDS menu, select the Installation ... option. d. From the Installation ... option, select 6 Install Package(s). e. At the "Select INSTALL NAME:" prompt enter SD*5.3*842b f. If prompted for "Want KIDS to INHIBIT LOGONs during the install? NO//" take the default by pressing enter. g. If prompted for "Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//" take the default by pressing enter. h. At the DEVICE: prompt, enter the output device of your choice. i. Verify that the SD*5.3*842b backup installs without any issues. The VS GUI NATIONAL and VS GUI LOCAL entries in the SDEC SETTINGS (#409.98) file needs to be reverted to 1.7.39. If 1.7.40.1 VS GUI was installed, it will need to be reverted to VS GUI 1.7.39.1. See Deployment, Installation, Back Out and Rollback Guide (DIBR) https://download.vista.domain.ext/index.html/SOFTWARE/VS_GUI_1_7_40_1_ DIBR.PDF. Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Scheduling;**[Patch List]**;Aug 13, 1993;Build 17 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SDEC07 Before:B178980649 After:B180389369 **627,642,651,658,665,669,671, 672,701,686,740,694,785,788, 790,799,801,805,816,819,842** Routine Name: SDEC08 Before:B200713709 After:B207933521 **627,651,658,665,722,740,744, 694,745,756,774,781,785,790, 792,796,797,799,801,805,819, 842** Routine Name: SDEC51 Before:B195285057 After:B195372155 **627,642,651,658,686,745,756, 813,842** Routine Name: SDEC57 Before:B117770893 After:B117898776 **627,642,658,665,701,686,694, 837,842** Routine Name: SDES842P Before: n/a After: B64050134 **842** Routine Name: SDESCANAPPT2 Before: B92143922 After:B104389782 **838,842** Routine Name: SDESCANCELAPPTS Before: B90556134 After: B92986466 **818,820,828,835,837,842** Routine Name: SDESCLNSETAVAIL Before:B101339606 After:B106746808 **800,803,805,809,818,820,833,842** Routine Name: SDESCREATEAPPT Before: B69785145 After: B74150092 **814,823,826,827,828,842** Routine Name: SDESGETAPPTTYPE Before: n/a After: B1262835 **842** Routine Name: SDESGETAVAILSC Before: n/a After: B18294155 **842** Routine Name: SDESGETCONDETAIL Before: n/a After: B3140599 **842** Routine Name: SDESGETCONSULTS Before: B50989258 After: B54511752 **815,820,824,837,842** Routine Name: SDESGETPATINQUIR Before: n/a After: B1793601 **842** Routine Name: SDESGETRECALL Before: B24702932 After: B36877334 **803,805,809,813,815,820,824, 837,842** Routine Name: SDESGETREQWRAPPR Before: B75069965 After: B89638024 **815,818,820,823,825,831,838,842** Routine Name: SDESMISSIONELG Before: B45561330 After:B144846376 **814,815,818,820,826,835,842** Routine Name: SDESNEEDSPREFS Before: n/a After: B11143210 **842** Routine Name: SDESPATSEARCH Before: B37956234 After: B39457347 **833,838,842** Routine Name: SDESUPDRECREQ2 Before: B60871266 After: B62404913 **823,842** Routine list of preceding patches: 819, 837, 838 ============================================================================= User Information: Entered By : Date Entered : FEB 27, 2023 Completed By: Date Completed: MAY 03, 2023 Released By : Date Released : MAY 03, 2023 ============================================================================= Packman Mail Message: ===================== $END TXT