Purpose: This is a complete list of all business rules used in OR PTC DCI.

Outcome: Staff understand what business rules are and which ones are in use in OR PTC DCI.

Staff - Business Rule List QRG.pdf

Business rules are system directions that define business activities. Business rules are lists of statements that tell the system whether you may or may not do something in the system. The following business rules have been enabled for OR PTC DCI. Business rules include phases and either a hard or soft stop.

  • A hard stop means the system will not allow the entry to save.
  • A soft stop means the entry will save but will be flagged as Pending and will remain in the Pending Entries tab until action is taken by either a staff member or the provider.

What are Phases telling you?

Phase 1

For real-time entries, phase 1 business rules run at clock out. For historical entries, a phase 1 business rule runs upon saving the entry.

Phase 2

Phase 2 business rules run after the entry is saved and before it becomes available for approval. This means entries go to an Unvalidated status after saving, then phase 2 rules run and move them to either Rejected or Pending.

Phase 3

Business rules run upon attempting to approve or upon auto-approval of the entry. The behavior varies based on the business rule when clicking approval.

Note

We are not currently using any Phase 2 or 3 business rules.

Business Rule Name

Description

Soft/Hard Stop

Phase

Real-Time Entries

Historical Entries

Authorization Remaining Balance (Hourly)

Alerts that the punch exceeds the authorization remaining balance

Soft

1

Yes

Yes


Authorization Remaining Balance (Mileage)

Restricts adding a punch that exceeds the current available balance on the authorization

Hard

1

Yes

Yes

Timely Filing Employees Punch Entry

Restricts how many days after the date of service a punch can be entered (the number of days is determined by the CBA)

Hard

1

No

Yes

Client Discharge Punch Entry Business Rule

Restricts adding a punch for a date of service beyond the client’s discharge date

Hard

1

Yes

Yes

Employee Service Account Start Date Punch Entry

Restricts adding a punch for a date prior to the start date of the employee service account

Hard

1

Yes

Yes

Employee Service Account End Date Punch Entry

Restricts adding a punch for a date beyond the end date of the employee service account

Hard

1

Yes

Yes

Employee Termination Date Punch Entry

Alerts when adding a punch for a date beyond the employee termination date

Soft

1

No

Yes

Duplicate/ Overlapping Employee Punch

Restricts adding a punch that duplicates/overlaps an existing punch for the same employee the service code specified in the parameters

Hard

1

No

Yes