Titanium Schedule Knowledge Base

Help file not working - NEW!

Don Yeary — Mon, 11 Jun 2007 02:30:00 GMT

Abstract: *** Old information - still valid ***

Microsoft released a security patch to address a weakness in their handling of Compressed HTML help (CHM) files. (Related article: http://support.microsoft.com/kb/323255/EN-US/) This, in turn, disabled many application's (including Internet Explorer) ability to utilize help files written in HTML that contain links to manuever around in the help.

If you attempt to access the CHM file directly from the network share drive then it will frequently not work.

The fix for this was that Titanium now copies the file to their local hard drive. By default if you are running Ti9.exe from any drive that does not start with C: or D: then it will make a copy of the CHM file to the local user temp folder.

*** end of old information ***

*** New information ***

Titanium has been changed to copy the help file to the local folder automatically, therefore the setting on the {Miscellaneous} tab has been removed. If you select from the top menu "Help" > "Version Information" there is a listing for "Local Folder". This is where Titanium is copying the help file. Some university networks groups set the local help file from within Windows to point to a network drive and will therefore still experience this issue. Please contact us directly at Support @ TitaniumSoftware.com if you are experiencing this issue and we'll walk through a diagnosis.

404 Not Found

Don Yeary — Wed, 06 Jun 2007 01:20:00 GMT

Abstract:

Installation instructions

Don Yeary — Wed, 16 May 2007 08:07:00 GMT

Abstract:

08.21.06 - DY

While the product has beta testing we are still awaiting post beta reports. We are currently experiencing some difficulties if the Exchange server's web interface is behind a HTTPS setup. HTTP appears to be working fine.

10.13.06 - DY

We have the HTTPS issue resolved. There was also an issue of the Outlook client interface was not displaying appointments correctly. The resolution to this issue is undergoing testing. The Outlook Web Access works without any problems.

*** Do the following in a TEST environment first ***

You will want to do this in a test environment with a completely separate file share and database from your production environment.

I have attached two documents that will get you through the process of setting up Titanium Schedule to synchronize with Microsoft Exchange. Some information may be duplicated on “ExchangeSyncInstallationInstructions.doc” and “Exchange Sync installation.doc”. We have not finalized our installation instructions yet so they may seem a bit lacking.

Contact me for the “Install.zip” which contains the actual installation files.
Contact me for the “main.zip” which contains 3 “Main” files. The originals from the test environment should be deleted first and replaced with these.

I have setup the sync a

Make the text box larger

Don Yeary — Mon, 09 Apr 2007 02:45:00 GMT

Abstract: Most text boxes can be made to full screen by right-clicking and selecting 'Expand this field to full screen'

How to join the LISTSERV

Don Yeary — Mon, 09 Apr 2007 02:25:00 GMT

Abstract:

When you have questions like “I wonder how other university counseling centers handle X” a great resource is the Titanium Users Listserv.

There is a Titanium Schedule listserv that has been setup by the Counseling and Psychological Services at Penn State University. It is open to all users (and potential users) of Titanium Schedule. It will provide an avenue to discuss issues related to Titanium Schedule.

You can join the listserv and search its archives at:

http://www.sa.psu.edu/caps/titanium_users_list.shtml

In regards to signing case notes, does the Counselor sign Line 1 and Line 3 to confirm? Not quite sure how the signature lines work...Thank you.

Don Yeary — Mon, 09 Apr 2007 02:14:00 GMT

Abstract:

It depends if the counselor is the final signing authority on this case note. The signature on line 3 is the final "locking" signature. Trainee's that need to have their notes reviewed sign on line 1 or 2 and their supervisor signs on line 3.

As the final authority on the case note you can just sign on line 3 and not worry about the other two signatures.

Example:

Signature line 1 = Trainee

Signature line 2 = Supervisor in Training

Signature line 3 = Supervisor / licensed counselor

Lines 1 & 2 are not mandatory for a case note.

Help file not working

Don Yeary — Thu, 15 Feb 2007 05:17:00 GMT

Abstract:

If you attempt to access the CHM file directly from the network share drive then it will frequently not work.

e.g. C:\Documents and Settings\Karl Zercoe\Local Settings\Temp\ Titanium Workstation

and run it form there. The only way to turn off this behavior (Besides running Ti9.exe from the C: or D: drive) is to go to the System Configuration screen and select the {Miscellaneous} tab and clear the value for the "Workstation folder for Help file:" setting which will tell Titanium to use the network copy of the CHM file.

What should be in this line for it to work from the local drive is "Titanium Workstation".

You may also need to locate the CHM file, right click and select "Properties". If there is an [Unblock] button that appears in the bottom right corner you will need to press it

EXECUTE permission denied on object -AL-

Don Yeary — Tue, 16 Jan 2007 02:01:00 GMT

Abstract:

SQL pass through error: Connectivity error: [Microsoft][ODBC SQL Server Driver][SQL Server]EXECUTE permission denied on object ‘AL’, database ‘TitaniumSchedule’, owner ‘dbo’.

Our staff members have been finding they can only log back in by closing down Titanium completely and then opening it up again rather than logging in through the “inactive” login screen.

What I have found is that if a user is not set as "SYSTEM" security level the inactivity timer will fail to allow them to log back in. If a user is set to "system" security level it works fine.User network credentials are same as Titanium.

Place the following code in Query Analyzer making sure that it is pointed to use the Titanium Schedule database:

grant execute on AL to TiAdmin, TiAppAdmin, TiAppClerical, TiAppCounselor, TiAppViewOnly, TiClerical, TiCounselor, TiViewOnly

grant execute on AL to TitaniumConnect, UserAdmin, UserClerical, UserCounselor, UserSystem

Find Open for specific client

Don Yeary — Fri, 17 Nov 2006 01:02:00 GMT

Abstract:

If there is a place holder designated for a specific client

there appears to be no indication of this when searching for an open

appt. This is causing a minor difficulty for our support staff as they

cannot differentiate between a general open appt and one reserved for

a specific client when using the search function. Perhaps some

indication of the appt reservation for a specific client could be

added to the search results screen.

Spell check without grammar check

Don Yeary — Tue, 07 Nov 2006 03:22:00 GMT

Abstract: When typing a case note, there is an option to do a spell check. We use a number of templates for different documents, and they inevitably produce "sentence fragments." Whenever I do a spell check, likely 2/3 of the "errors" are of this more grammatical nature, rather than real spelling errors. My suggestion is to have three tabs: "spelling," "grammar," and "spelling and grammar." I know I would always use just spelling. Having all three tabs would allow folks to chose what they would most like.

Couples as single entity

Don Yeary — Tue, 10 Oct 2006 01:13:00 GMT

Abstract: It was requested at the AUCCCD '06 conference to have the ability to treat a couple as a single entity as opposed to a group of two.

Test connection gives WARNING

Don Yeary — Thu, 05 Oct 2006 03:12:00 GMT

Abstract:

If you running ConfigData from the client and you attempt to [Test connection] it will properly respond with "WARNING: These tables are not part of Titanium Schedule. You probably have the wrong database specified.

2 tables found. Configversion, dtproperties."

This is a sign that the security built into Titanium Schedule is working properly. The end user does not have direct access to the database tables. If you run the same [Test connection] from the server it should respond with "The connection to the SQL server and appropriate database is successful" with a listing of multiple tables. This can be accessed at the server due to admin access from the server login.

Remove "Case Note" title from case notes

Don Yeary — Wed, 20 Sep 2006 02:44:00 GMT

Abstract:

Option to remove the title “CASE NOTE” from under the title “University of UName” as an automatic title. Because even though later the “TYPE” distinguishes something between a progress, intake, emergency, psychiatric, etc. appointment, we don’t want the main header to say “case note”.

An additional request has been made to be able to change the title of what gets printed out on case notes to "Diagnostic Impression".

*** Disclaimer ***
These are features that have been requested by current Titanium Schedule users and they are not necessarily features that are on the development priorities list.

defaults for data fields

Don Yeary — Tue, 19 Sep 2006 00:13:00 GMT

Abstract:

Would like the ability to create a default data entry in client fields:

phone number - starting prefix

City,State & Zip - these are the same for most of the clients

Email - domain portion of this is the same for most clients

Copy recurring definitions

Don Yeary — Wed, 13 Sep 2006 04:55:00 GMT

Abstract: The ability to Copy Recurring Appointment Definitions. That way if they have a recurring staff meeting and all staff members need to attend they can create it once then copy the definition to each counselor.

Printing appointment history

Don Yeary — Mon, 11 Sep 2006 00:48:00 GMT

Abstract: The IDEAL solution for us would be an option where we could print out (1) the appointments and (2) the notes not associated with appointments, and that's all. (The main purpose for this is to show appointment history, but we use notes not associated with appointments to write a few things that we would like to show up on the history - like termination summaries and case reviews.)

But if it's more feasible to give an option where we would simply show both types of notes along with the appointments, it would still give us the info we need.

Make a note on the Group Sign Up sheet

Don Yeary — Fri, 08 Sep 2006 07:26:00 GMT

Abstract: On the Group Sign Up sheet user would like to be able to make a note on how the client was referred to the group. There is a 4th column available on the display.

Timeline down both left and right sides of screen

Don Yeary — Fri, 08 Sep 2006 04:59:00 GMT

Abstract: Have the time markers for the hour and half hour on *both* sides of the schedule screen, rather than just on the left. It can be hard to follow the timelines across the entire screen

Recurring group definitions - Copy Sign Up to Roster

Don Yeary — Fri, 08 Sep 2006 01:00:00 GMT

Abstract: Would like the ability when creating a recurring group appointment definition to have the sign up sheet automatically placed in the roster section of recurring appointments.

Save reports as they are to file

Don Yeary — Tue, 05 Sep 2006 23:18:00 GMT

Abstract: Would like the ability to save the reports electronically in a Word file or some other method where the text can be copied.

Daily reminder

Don Yeary — Mon, 04 Sep 2006 22:36:00 GMT

Abstract: Would like the ability to have "Quote of the Day" or some type of a reminder that pops up the first time you log in or a separate column across the top of the schedule for a reminder for that day to everybody. Something that the SYSTEM level user could assign on a daily basis.

Add "reschedule" option to "Other" type of appointments

Don Yeary — Fri, 01 Sep 2006 04:39:00 GMT

Abstract: Just as the Individual appointments have the Attendance feature to mark as "Rescheduled", user would like "Other" type of appointments to have the "Rescheduled" attendance options as well.

Client flagging list or report

Don Yeary — Fri, 01 Sep 2006 02:57:00 GMT

Abstract:

Once the client flagging feature is implemented, it would be nice to have a way to pull up all clients that are flagged or to run reports based on flagged clients only.

It would be extremely useful to have session numbers included in the client history area.

Even more useful would be the option to choose which types of sessions we choose to count.

And, it would be nice to be able to set the 'flag' at the number of sessions we choose.

*** Disclaimer ***
These are features that have been requested by current Titanium Schedule users and they are not necessarily features that are on the development priorities list.

New fields for billing copay vs. insurance

Don Yeary — Fri, 01 Sep 2006 01:51:00 GMT

Abstract: University with student insurance and copays. Need ability to track outstanding copay seperately from outstanding insurance.

Crisis intervention back to Most Recent

Don Yeary — Fri, 01 Sep 2006 00:52:00 GMT

Abstract: After pulling up Crisis Intervention, [Most Recent], and examining a client, users would like to be able to go directly back to the [Most Recent] view instead of having to select "Open", "Crisis Intervention", and [Most Recent] all over again.

Client phone on schedule report

Don Yeary — Thu, 31 Aug 2006 02:00:00 GMT

Abstract:

Have the client’s phone number also appear on the print out. We use these to quickly call clients when the staff member calls in sick.

*** Disclaimer ***
These are features that have been requested by current Titanium Schedule users and they are not necessarily features that are on the development priorities list.

ROUTINE: ZSQLPASSTHROUGH.RECONNECT

Don Yeary — Tue, 29 Aug 2006 04:22:00 GMT

Abstract:

ROUTINE: ZSQLPASSTHROUGH.RECONNECT

The error message indicates a connection problem between your workstation and the SQL Server. Zip and send us the “XErrors.dbf” and “XErrors.fpt” files, we may be able to help diagnose the communication fault. Also send the C:\Program Files\Microsoft SQL Server\MSSQL$TITANIUMSCHEDULE\LOG\ERRORLOG (most recent from the server).

If you enter your Titanium Schedule user ID and password, the system appears to "hang", and you receive the above message, delete the current "main.dct", "main.dbc", and "main.dcx" files first. Unzip the "main.zip" into the shared directory where all the other Titanium files exist. (Ti9.exe, xConfig.dbf, etc.)

REPORT: Add "Year to Date" selection

Don Yeary — Mon, 28 Aug 2006 04:06:00 GMT

Abstract:

In the reports section, it would be nice to have a 'year to date' option that would give you stats from the beginning of the stat year through today. Running 'this year' includes all the meetings that have been planned all year (staff meetings, etc) and makes that selection not particularly useful. I know you can punch the dates in, but it would be very handy to have a 'year to date' choice.

REPORT EXPORT: handle columns and rows differently

Don Yeary — Mon, 28 Aug 2006 02:00:00 GMT

Abstract:

The issue has to do with the way in which data is stored (the current raw database format) vs. the way that data is analyzed in SPSS. In a database - there is a separate record (row) for each variable for each client. So - if you have 20 variables - there would be 20 rows for each client. In SPSS, there should be one record (row) per casenote AI with a column for each variable - i.e., 20 columns. You might be able to create a pivot table (in Excel) to cope with this.

Min & Max scores in AI list, tracking Zeros

Don Yeary — Mon, 28 Aug 2006 01:53:00 GMT

Abstract:

It would make it easier for use with SPSS to have the ability to track "zero" answers to AI lists. The ability to define the value for each given response in the AI section.

Some users have requested the ability to assign a minimum score to the AI list as well for instances when they want to track scores of 100 to 300, etc.

Development Priorities

Don Yeary — Mon, 28 Aug 2006 01:41:00 GMT

Abstract:

The file attached to this article details the list of development priorities that was constructed with input from Titanium Schedule's user base. Priorities were assigned by number of user's requesting matched with implementation feasability.

Most of the green section has already been implemented. The blue section is slated to be implemented by this summer. The black section has no current time estimate. Any item that states "Requires database structure update" will take longer. We do a major update once a year and database restructuring is considered 'major'.

Titanium Schedule Support

The Version 9 release (scheduled release for April 10, 2006) will put in place much of the database restructure that is required for further feature enhancements.

- edited July 11, 2006 DY

The v9 release does not change the database structure, it upgrades the front end to use the most current version of the FoxPro library. All future updates to the software will require this update.

Please see the New Feature Request section of the KB for items not on the Development Priorities list that users have already requested.

http://www.titaniumschedule.com/instantkb13/?cNode=3O6O4Q&pNodes=3D8W4P

Data Encryption

Don Yeary — Fri, 25 Aug 2006 04:46:00 GMT

Abstract:

This security measure is not part of Titanium Schedule. It is built in to the operating system and can be utilized by SQL Server 2005. We are supplying this information to assist our customers. Your should consult your computer support people before doing this.

Firewalls and Ports

Don Yeary — Fri, 25 Aug 2006 04:45:00 GMT

Abstract:

This document has three sections

Determining the port used by MSDE/SQL Server
Firewalls and Ports
Specifying the port number to be used by Titanium Schedule to connect to MSDE/SQL Server

Disaster recovery

Don Yeary — Fri, 25 Aug 2006 04:44:00 GMT

Abstract:

Titanium Schedule Disaster Recovery

What to do if your server crashes or if you are planning on changing servers.

SQL server error 11 - can''t connect

Don Yeary — Fri, 25 Aug 2006 04:43:00 GMT

Abstract:

http://support.microsoft.com/default.aspx?scid=kb;en-us;884012

Verify you are running the latest SQL service pack.

Intake Wait Time report

Don Yeary — Thu, 24 Aug 2006 01:29:00 GMT

Abstract:

Several people have asked "What is the Audit Trail Add Date and how does it affect the [Intake Wait Time] report".

The “Audit Trail Add Date” it is using is the audit trail date from the “appointment record”, not the client record. (Look at the very bottom of the appointment screen.) It is not based on any date on the client record.

It assumes that the intake appointment was schedule when the client called and that the Appointment Add Date will be the date of that call.

The situation where it will NOT work is if a person calls for an intake appointment and they are put on a wait list, and not immediately scheduled. Because in that situation Titanium does not have the date they originally contacted the center for an appointment.

Can Titanium Schedule be synched with a PDA?

Don Yeary — Mon, 21 Aug 2006 01:41:00 GMT

Abstract:

Can Titanium be synched with a Palm Pilot?

Not yet. The module that will synchronize Titanium with Exchange/Outlook is undergoing its second round of beta testing. If your university uses Exchange/Outlook then Titanium will sync with that and then Outlook can synch with any compatible PDA.

There is not have a firm delivery date for this feature, but we expect it to be released before the summer.

7.20.06-DY: Alpha and Beta testing are complete. It has been installed at one university for customer testing in live environment. Once we have feedback from them we will be making it available for general release.

8.21.06-DY: See Installation Instructions section of Exchange Sync for testing in your environment.

OSQL backup batch files

Don Yeary — Thu, 17 Aug 2006 00:02:00 GMT

Abstract:

Save the attached ZIP file to your PC. Unzip it, read the DOC file to edit the appropriate files to customize it to your university.

Error on accessing conselor list or recurring appointment

Don Yeary — Thu, 10 Aug 2006 02:17:00 GMT

Abstract:

strange error whenever we click on "Counselor List" or "Counselor Groups" in the config screen. We also had a report of Ti locking up totally when trying to create a recurring appointment. If we click ignore twice the action goes through.

Error contains these words: CLMCHAR1, LOOKUPCONTROL.FORMINIT

The error was introduced by a recent updated to better handle the client import feature.
It has been fixed and if you do a check for updates it should fix it.

Titanium Support

Lock template for case notes

Don Yeary — Tue, 08 Aug 2006 06:04:00 GMT

Abstract:

How can we have case note templates that can't be altered by the writer of the case note?

As it is now they can backspace and delete entire words or lines of template and we'd like to prevent this.

Error 1935 while installing desktop

Don Yeary — Tue, 01 Aug 2006 06:52:00 GMT

Abstract:

While attempting to install SetupWorkstation at the point where it is installing the MDAC, you receive the error in the attached screenshot.

"Error 1935. An error occured during the installation of assembly."

You must be logged in as a local administrator to the desktop and it has been found that, if running, you need to temporarily disable Symantec AntiVirus (possibly other AV products as well). Once disabled the installation proceeds as expected.

We have also seen the attached Ti9InstallErr.jpg happen when the user logged in is not a local admin. To verify that you are a local admin, right click on the Windows [Start] button. If the last thing you see listed is "Properties", you are not a local admin on this computer. The last thing a local admin will see listed is "Explore All Users". To add yourself as a local admin, press [Start] > [Control Panel] > "User Accounts" and add your login ID as a local system administrator. After doing this, logout and back in, and attempt to run the SetupWorkstation file again.

Check for updates fails - unable to delete Updates.DBF

Don Yeary — Tue, 01 Aug 2006 05:49:00 GMT

Abstract: If after attempting to [Check for Updates] you receive some type of message that states you are unable to delete the "Updates.DBF" file, you need to manually delete the "updates.dbf" file from the "application\temporary update" folder. It is most likely that your login rights does not have the ability to delete this file (this is the cause of the error in the first place). Once you have been able to successfully remove this file, run the [Check for Updates] again.

Server requirements

Don Yeary — Thu, 20 Jul 2006 07:06:00 GMT

Abstract:

The TitaniumScheduleSync application requires 32MB available memory on the server.

Your university must also be running Microsoft Exchange as the mail server. Our syncronization application currently only works with MS Exchange.

Billing requests: batch print, report changes, credit balance

Don Yeary — Thu, 20 Jul 2006 07:00:00 GMT

Abstract:

1. Ability to batch print statements for our monthly mailings of bills.

2. Ability to run a revenue summary report based on payment date (instead of invoice date) so we can reconcile this with our actual deposit.

3. Some way, or report, we can use to see how many clients have credit balances. Some clients have a tendency to pay in advance.

*** Disclaimer ***
These are features that have been requested by current Titanium Schedule users and they are not necessarily features that are on the development priorities list.

Make DSM mandatory for signature of Case Notes

Don Yeary — Thu, 20 Jul 2006 06:50:00 GMT

Abstract:

Ability to not allow case notes to be signed off on until DSM codes have been entered.

*** Disclaimer ***
These are features that have been requested by current Titanium Schedule users and they are not necessarily features that are on the development priorities list.

Function to tell if a file is terminated

Don Yeary — Thu, 20 Jul 2006 06:46:00 GMT

Abstract:

at this time there is no built-in function that will tell you whether a given file has been terminated or not beyond the existence of a termination note at the end of a file - and thus, no report that you can run.

Multiple requests at the time this was added to KB.

*** Disclaimer ***
These are features that have been requested by current Titanium Schedule users and they are not necessarily features that are on the development priorities list.

Appointment code drop down start at top

Don Yeary — Thu, 20 Jul 2006 05:56:00 GMT

Abstract:

On the Appointment Code drop down, have it start at a blank at the top of the list instead of the bottom.

Multiple requests at time of KB entry.

*** Disclaimer ***
These are features that have been requested by current Titanium Schedule users and they are not necessarily features that are on the development priorities list.

REPORT Change: Appointment Statistics - add fields

Don Yeary — Thu, 20 Jul 2006 05:53:00 GMT

Abstract:

From the Client Demographics tab - add "Previous counseling" and "This center" data to [Appointment Statistics] report

*** Disclaimer ***
These are features that have been requested by current Titanium Schedule users and they are not necessarily features that are on the development priorities list.

Ability to disable fields

Don Yeary — Thu, 20 Jul 2006 05:49:00 GMT

Abstract:

(This is a running list compiled from different request)
Would like the ability to disable the following fields:

Status - Client Information

*** Disclaimer ***
These are features that have been requested by current Titanium Schedule users and they are not necessarily features that are on the development priorities list.

Header on 2nd+ case note print out

Don Yeary — Thu, 20 Jul 2006 05:42:00 GMT

Abstract:

At times my case notes run (2) pages. Place a header with such information on additional pages.

*** Disclaimer ***
These are features that have been requested by current Titanium Schedule users and they are not necessarily features that are on the development priorities list.