Report Overview
•••
This report has 4 tabs. The first tab is a
reference report that can be used to
obtain the BF Counselor ID(s) necessary
Spot Check Report
Infoview Report Template Guidance –
BREASTFEEDING – PEER PROGRAM
to identify the peer counselors for
Notes
whom the report should be run. The
* This report provides private information. Please refer to the
second tab lists clients with completed
MN WIC Data Privacy Policy (Ref: MOM, Section 1.7).
spot checks in the specified time
period. The third and fourth tabs list
*To obtain the BF Counselor ID for the Clients without Spot
active and recently completed clients
Checks report, click the Run button just above the Enter BF
who have not had a spot check during
Counselor ID(s) field to refresh the information. Peer counselors
the specified time period.
are listed alphabetically by first name. Use the page arrows above
Tab 1 – Bf Peer Counselor IDs List of
the report to view multiple pages.
BF Counselors IDs, names and User
* The report lists clients whose most recent BF Contact Topic is
IDs.
anything except one of the following: When peer counseling
Tab 2 – Spot Checks Completed lists
ended (2 or 50), Never received services (3 or 51), or Refused
clients with a Date Spot Check –
completed on or after the specified
services (4 or 52), unless the contact date is more recent than the
date entered for prompt “Include clients completed since:”. Clients
date.
with a BF Contact Topic of Date Spot Check - completed (8 or 56)
Tab 3 – Clients without Spot Checks
“Exclude clients who have been spot checked since:” are excluded
lists clients who are active or were
from the report.
completed since the specified date and
who have not had a recent Spot Check
completed.
with a contact date more recent than the date entered for prompt
*The Due/Deliv Date returns the Expected delivery date but
replaces it with the Actual delivery date when an Amount
Breastfeeding exists.
Tab 4 – Clients without Spot Checks
2 lists clients who are active or were
completed since the specified date and
who have not had a recent Spot Check
completed in landscape orientation
with more space for notes.
*The Agencyid and Servicesiteid are the agency and clinic the
participant currently belongs to, not the agency/clinic where the
contact was made.
*The Amount Breastfeeding (Amt bf) is taken from the infant’s
record and corresponds to the infant’s food package. Where there
is no infant (postpartum) record, Amt bf is set to “Pregnant”.
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MN Department of Health WIC Program
Spot Check Report
•••
Tab 1 – BF Counselor ID
Tab 2 – Spot Checks Completed
Tab 3 – Clients without Spot Checks
Tab 4 – Clients without Spot Checks 2
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Spot Check Report
•••
Prompt(s)
TABLE
FIELD
OPERATOR
VALUE
########
BFCOUNSELORCONTACT
BFCOUNSELORCONTACT
BFCOUNSELORCONTACT
Bfcounselorid
Contactdate
Contactdate
In list
(use semi-colon to
separate; no
spaces)
>=
>=
mm/dd/yy
mm/dd/yy
PROMPT/DEFINITION
Enter BF Counselor ID(s).
The IDs associate with the peer
counselors for whom the report
should be run.
Include clients completed
since:
Clients completed on or after
this date will be included in the
reports.
Exclude clients who have been
spot checked since:
Clients spot checked on or after
this date will be excluded from
the reports.
Static Criteria
Peer Client List Combined Query
BFCOUNSELORCONTACTTOPIC.Bfcontacttopicid In List (1, 2, 3, 4, 5, 47, 48, 49, 50, 51, 52, 53) EXCLUDE
BFCOUNSELORCONTACTTOPIC.Bfcontacttopicid In List (2, 3, 4, 50, 51, 52)
Explanation: Include records with these types of contacts then remove those with contacts signifying
completion of services
SQL: MAX(dbo.BFCOUNSELORCONTACT.Contactdate)
Explanation: Include only records with the most recent contact date
Add recently completed Query
dbo.BFCOUNSELORCONTACTTOPIC.BFCONTACTTOPICID IN ( 2, 3, 4, 50, 51, 52 ) AND
dbo.BFCOUNSELORCONTACT.CONTACTDATE >= @prompt('Include clients completed since:','D','Dbo
Bfcounselorcontact\Contactdate',Mono,Free,Persistent,,User:0)
UNION dbo.BFCOUNSELORCONTACT.STATEWICID IN @dpvalue('A', DP0.DO390)
Explanation: select recently completed clients and add to list of clients generated by Peer Client List Combined
Query
spot check list Query
dbo.BFCOUNSELORCONTACT.STATEWICID IN @dpvalue('A', DP0.DO390) AND
dbo.BFCOUNSELORCONTACTTOPIC.BFCONTACTTOPICID IN ( 8, 56 )
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Spot Check Report
•••
AND dbo.BFCOUNSELORCONTACT.CONTACTDATE >= @prompt('Exclude clients who have been spot
checked since:','D','Dbo Bfcounselorcontact\Contactdate',Mono,Free,Persistent,,User:0)
Explanation: from the previously generated list, select those clients who have had a spot check contact since
the date specified
active no spot check Query
dbo.MEMBER.STATEWICID IN @dpvalue('A', DP8.DO390)
EXCEPT dbo.MEMBER.STATEWICID IN @dpvalue('A', DP5.DO390)
Explanation: from the full list of active and recently completed clients, subtract those who have had a recent
spot check
Clients without spot checks Query
WHERE dbo.MEMBER.STATEWICID IN @dpvalue('A', DP6.DO22d)
Explanation: pull information needed for the “clients without post checks” report, using the list generated by
the active no spot check query
Tab 1 – BF Counselor IDs
Columns
•
BFCounselorID (BFCOUNSELOR.BFCounselorID)
•
First Name (BRCOUNSELOR.FirstName)
•
Last Name (BFCOUNSELOR.LastName)
•
User ID (BFCOUNSELOR.UserID)
Sorted by
Firstname (Ascending)
Tab 2 – Spot Checks Completed
Columns
•
Statewicid( MEMBER.Statewicid)
•
Bfcontacttopicid (BFCOUNSELORCONTACTTOPIC.Bfcontacttopicid)
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Spot Check Report
•••
•
Spot check date (BFCOUNSELORCONTACT.Contactdate)
Sorted by
Spot check date (Ascending)
Tab 4 – Clients without Spot Checks 2
Columns
•
HHID (MEMBER.Householdid)
•
Peer (BFCOUNSELOR. Firstname)
•
Full Name (MEMBER.Firstname : : Member.Lastname)
•
Telephone(s) (HOUSEHOLD.Telephone1, HOUSEHOLD.Telephone2)
•
Comments (HOUSEHOLD.Comment1, HOUSEHOLD.Comment2)
•
Site (MEMBER.Agencyid : - : MEMBER.Servicesiteid)
•
Interp (HOUSEHOLD.Interpreterneeded)
•
Due/Deliv Date  See Notes
•
Contact type  See Notes (from BFCOUNSELORCONTACTTOPIC.Bfcontacttopicid)
•
Amount bf  See Notes on Amt bf (from POSTPARTUMINFANT.Amountbreastfeeding)
•
Check Date (left blank)
•
*LM/NIS/NA/T (left blank)
•
Notes (left blank)
Sorted by
•
Peer (Ascending)
•
Site (Ascending)
•
Full Name (Ascending)
Tab 3 – Clients without Spot Checks
Columns
•
Peer (BFCOUNSELOR. Firstname)
•
(Householdid) (MEMBER.Householdid)
•
Full Name (MEMBER.Firstname : : Member.Lastname)
•
Amt bf  See Notes (from POSTPARTUMINFANT.Amountbreastfeeding)
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Spot Check Report
•••
•
Telephone(s) (HOUSEHOLD.Telephone1, HOUSEHOLD.Telephone2)
•
Due/Deliv Date  See Notes
•
Comments (HOUSEHOLD.Comment1, HOUSEHOLD.Comment2)
•
Contact type  See Notes (from BFCOUNSELORCONTACTTOPIC.Bfcontacttopicid)
•
Site (MEMBER.Agencyid : - : MEMBER.Servicesiteid)
•
Int (HOUSEHOLD.Interpreterneeded)
•
Date (BFCOUNSELORCONTACT.Contactdate)
•
Notes (left blank)
Sorted by
•
Peer (Ascending)
•
Site (Ascending)
•
Full Name (Ascending)
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Spot Check Report
•••
Technical Notes
Notes
The Peer Client List Combined query was created first to identify the MAX Contactdate for participants who meet
the Bfcounselorid criteria (prompts), including only contacts related to initiation and completion of services.
Since peer contacts can be provided to participants other than pregnant women, the INNER JOIN between
PREGNANCY and CERTCONTACT was changed to a FULL OUTER JOIN to include records that do not have
an EDD/EDC. Likewise, since during pregnancy there is no postpartum record, the INNER JOIN between
POSTPARTUM and CERTCONTACT was changed to a FULL OUTER JOIN to include records that do not
have an Actual delivery date. For both these joins, the MEMBER.CERTIFICATIONID was used to select only
the current pregnancy and/or postpartum records.
Variables
Tab 3 – Clients without Spot Checks
Peer =Substr([concatstring];18;12)
Amt bf =If ([Amountbreastfeeding]="1") Then "Fully" Else (If ([Amountbreastfeeding]="2") Then "Mostly" Else (If
([Amountbreastfeeding]="5") Then "Some" Else (If ([Amountbreastfeeding]="4") Then "None" Else "Pregnant")))
Due/Delivdate =If ToNumber([Amountbreastfeeding]) > 0 Then [Actdelivdate] Else [Expdelivdate]
Contact Type =If Substr([concatstring];9;1)="0" Then "Contacted" Else (If Substr([concatstring];9;1)= "1" Then
"Assigned/began"Else (If Substr([concatstring];9;1)= "2" Then "Completed" Else "Refused or NRS"))
Formulas
Concatstring =Max(Concatenation(Concatenation(Concatenation(FormatDate([Clients without spot
checks].[Contactdate];"yyyyMMdd");[adjustedtype]);(FormatNumber([Clients without spot
checks].[Bfcounselorid];"00000000")));[Clients without spot checks].[Dbo Bfcounselor].[Firstname]))
Adjustedtype =If (IsNull([Clients without spot checks].[Bfcontacttopicid])) Then 0 Else If (([Clients without spot
checks].[Bfcontacttopicid] = 1) Or ([Clients without spot checks].[Bfcontacttopicid] = 5) Or ([Clients without spot
checks].[Bfcontacttopicid] = 53) Or (([Clients without spot checks].[Bfcontacttopicid] >46) And ([Clients without spot
checks].[Bfcontacttopicid] < 50))) Then 1 Else (If (([Clients without spot checks].[Bfcontacttopicid] > 5) And ([Clients
without spot checks].[Bfcontacttopicid] < 47)) Then 0 Else(If (([Clients without spot checks].[Bfcontacttopicid] = 2) Or
([Clients without spot checks].[Bfcontacttopicid] = 50)) Then 2 Else 3 ))
SQL (changes are highlighted)
BF Counselor ID
SELECT
dbo.BFCOUNSELORCONTACT.BFCOUNSELORID,
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Spot Check Report
•••
dbo.BFCOUNSELOR.FIRSTNAME,
dbo.BFCOUNSELOR.LASTNAME,
dbo.BFCOUNSELOR.USERID
FROM dbo.BFCOUNSELORCONTACT INNER JOIN dbo.BFCOUNSELOR ON
(dbo.BFCOUNSELOR.BFCOUNSELORID=dbo.BFCOUNSELORCONTACT.BFCOUNSELORID)
Peer Client List Combined
SELECT
dbo.BFCOUNSELORCONTACT.STATEWICID,
max(dbo.BFCOUNSELORCONTACT.CONTACTDATE)
FROM dbo.BFCOUNSELORCONTACT INNER JOIN dbo.BFCOUNSELORCONTACTTOPIC ON
(dbo.BFCOUNSELORCONTACT.BFCOUNSELORCONTACTID=dbo.BFCOUNSELORCONTACTTOPIC.BFC
OUNSELORCONTACTID)
WHERE
(dbo.BFCOUNSELORCONTACTTOPIC.BFCONTACTTOPICID IN ( 1, 5, 53, 47, 48, 49, 2, 3, 4, 50, 51, 52 )
AND dbo.BFCOUNSELORCONTACT.BFCOUNSELORID IN @prompt('Enter value(s) for
Bfcounselorid:','N','Dbo Bfcounselorcontact\Bfcounselorid',Multi,Free,Persistent,,User:0))
group by dbo.BFCOUNSELORCONTACT.STATEWICID
EXCEPT
SELECT dbo.BFCOUNSELORCONTACT.STATEWICID,
max( dbo.BFCOUNSELORCONTACT.CONTACTDATE)
FROM dbo.BFCOUNSELORCONTACT INNER JOIN dbo.BFCOUNSELORCONTACTTOPIC ON
(dbo.BFCOUNSELORCONTACT.BFCOUNSELORCONTACTID=dbo.BFCOUNSELORCONTACTTOPIC.BFC
OUNSELORCONTACTID) WHERE
(dbo.BFCOUNSELORCONTACTTOPIC.BFCONTACTTOPICID IN ( 2, 3, 4, 50, 51, 52 )
AND dbo.BFCOUNSELORCONTACT.BFCOUNSELORID IN @prompt('Enter value(s) for
Bfcounselorid:','N','Dbo Bfcounselorcontact\Bfcounselorid',Multi,Free,Persistent,,User:1))
group by dbo.BFCOUNSELORCONTACT.STATEWICID
add recently completed
SELECT
dbo.BFCOUNSELORCONTACT.STATEWICID,
max(dbo.BFCOUNSELORCONTACT.CONTACTDATE)
FROM dbo.BFCOUNSELORCONTACT INNER JOIN dbo.BFCOUNSELORCONTACTTOPIC ON
(dbo.BFCOUNSELORCONTACT.BFCOUNSELORCONTACTID=dbo.BFCOUNSELORCONTACTTOPIC.BFC
OUNSELORCONTACTID)
WHERE (dbo.BFCOUNSELORCONTACT.BFCOUNSELORID IN @prompt('Enter value(s) for
Bfcounselorid:','N','Dbo Bfcounselorcontact\Bfcounselorid',Multi,Free,Persistent,,User:1)
AND dbo.BFCOUNSELORCONTACTTOPIC.BFCONTACTTOPICID IN ( 2, 3, 4, 50, 51, 52 )
AND dbo.BFCOUNSELORCONTACT.CONTACTDATE >= @prompt('Include clients completed
since:','D','Dbo Bfcounselorcontact\Contactdate',Mono,Free,Persistent,,User:0))
group by dbo.BFCOUNSELORCONTACT.STATEWICID
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Spot Check Report
•••
UNION
SELECT
dbo.BFCOUNSELORCONTACT.STATEWICID,
max( dbo.BFCOUNSELORCONTACT.CONTACTDATE)
FROM dbo.BFCOUNSELORCONTACT
WHERE dbo.BFCOUNSELORCONTACT.STATEWICID IN @dpvalue('A', DP0.DO390)
group by dbo.BFCOUNSELORCONTACT.STATEWICID
spot check list
SELECT
dbo.BFCOUNSELORCONTACT.STATEWICID,
dbo.BFCOUNSELORCONTACT.CONTACTDATE,
dbo.BFCOUNSELORCONTACTTOPIC.BFCONTACTTOPICID
FROM dbo.BFCOUNSELORCONTACT INNER JOIN dbo.BFCOUNSELORCONTACTTOPIC ON
(dbo.BFCOUNSELORCONTACT.BFCOUNSELORCONTACTID=dbo.BFCOUNSELORCONTACTTOPIC.BFC
OUNSELORCONTACTID)
WHERE (dbo.BFCOUNSELORCONTACT.STATEWICID IN @dpvalue('A', DP0.DO390)
AND dbo.BFCOUNSELORCONTACTTOPIC.BFCONTACTTOPICID IN ( 8, 56 )
AND dbo.BFCOUNSELORCONTACT.CONTACTDATE >= @prompt('Include clients who have not been spot
checked since:','D','Dbo Bfcounselorcontact\Contactdate',Mono,Free,Persistent,,User:0))
active no spot check
SELECT
dbo.MEMBER.STATEWICID
FROM dbo.MEMBER
WHERE dbo.MEMBER.STATEWICID IN @dpvalue('A', DP8.DO390)
EXCEPT
SELECT
dbo.MEMBER.STATEWICID
FROM dbo.MEMBER
WHERE dbo.MEMBER.STATEWICID IN @dpvalue('A', DP5.DO390)
Clients without spot checks
SELECT
dbo.MEMBER.STATEWICID,
dbo.MEMBER.HOUSEHOLDID,
dbo.MEMBER.AGENCYID,
dbo.MEMBER.SERVICESITEID,
dbo.MEMBER.FIRSTNAME,
dbo.MEMBER.LASTNAME,
dbo.HOUSEHOLD.TELEPHONE1,
dbo.HOUSEHOLD.COMMENT1,
dbo.HOUSEHOLD.TELEPHONE2,
dbo.HOUSEHOLD.COMMENT2,
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Spot Check Report
•••
dbo.HOUSEHOLD.INTERPRETERNEEDED,
dbo.CERTCONTACT.POSTPARTUMID,
dbo.POSTPARTUMINFANT.AMOUNTBREASTFEEDING,
dbo.BFCOUNSELORCONTACT.BFCOUNSELORID,
dbo.BFCOUNSELORCONTACT.CONTACTDATE,
dbo.BFCOUNSELOR.FIRSTNAME,
dbo.BFCOUNSELORCONTACTTOPIC.BFCONTACTTOPICID,
dbo.PREGNANCY.EXPDELIVDATE,
dbo.POSTPARTUM.ACTDELIVDATE
FROM
dbo.HOUSEHOLD INNER JOIN dbo.MEMBER ON
(dbo.MEMBER.HOUSEHOLDID=dbo.HOUSEHOLD.HOUSEHOLDID)
INNER JOIN dbo.CERTCONTACT ON
(dbo.CERTCONTACT.CERTIFICATIONID=dbo.MEMBER.CERTIFICATIONID)
full outer JOIN dbo.PREGNANCY ON
(dbo.PREGNANCY.PREGNANCYID=dbo.CERTCONTACT.PREGNANCYID)
full outer JOIN dbo.POSTPARTUMINFANT ON
(dbo.certcontact.postpartumid=dbo.POSTPARTUMINFANT.postpartumid)
INNER JOIN dbo.BFCOUNSELORCONTACT ON
(dbo.MEMBER.STATEWICID=dbo.BFCOUNSELORCONTACT.STATEWICID)
INNER JOIN dbo.BFCOUNSELOR ON
(dbo.BFCOUNSELOR.BFCOUNSELORID=dbo.BFCOUNSELORCONTACT.BFCOUNSELORID)
INNER JOIN dbo.BFCOUNSELORCONTACTTOPIC ON
(dbo.BFCOUNSELORCONTACT.BFCOUNSELORCONTACTID=dbo.BFCOUNSELORCONTACTTOPIC.BFC
OUNSELORCONTACTID)
full outer JOIN dbo.POSTPARTUM ON (dbo.certcontact.postpartumid=dbo.POSTPARTUM.postpartumID)
WHERE dbo.MEMBER.STATEWICID IN @dpvalue('A', DP6.DO22d)
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