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Description: In this topic, the user = will learn how to create canned statements for a service code. <= /span>A canned statement is an= acknowledgm= ent for = an em= ployee to select when entering punches. If added to a service code an emplo= yee must select at least one canned statement per shift.
*Please note: Cost Center and Funding Source must be created prior to th= e Service Code.
Role Required: Super User
Permission Required: Funding Source A= dmin
Log in to DCI
Select Sett= ings from = the main menu
Select Fund= ing Sources from the submenu
Enter t=
he name of the funding source in the filter and click
Click anywhere in the funding source row to ope= n the Funding Sourc= e Details page
Click Actio=
ns
Select New = Service Code from the drop-down menu
Complete the form wizard
New= Canned Statements: Click the blue New Canned Sta= tement hyperlink. Enter the new statement in the Add Statement tex= t field. Click the = blue plus sign (+) to populate the new statement in the Added Statement box. Repeat for ad= ditional canned statements.
Cli= ck the blue plus sign (+) next to Canned Statements
Click Save and&=
nbsp;Yes to confirm
Log in = to DCI
Select<= span> Settings from the main= menu
Select<= span> Funding Sources from t= he submenu
Select Fund= ing Sources from the submenu
Enter t=
he name of the funding source in the filter and click
Click anywhere in the funding source row to ope= n the Funding Sourc= e Details page
Scroll = down to locate the service code to edit
Click anywhere in the service code row to open = the details page
Click Actions
Select<= span> Edit Service Code from= the drop-down menu
Click t= he blue plus sign (+) = next to Canned Statements
New= Canned Statements: Click the blue New Canned Sta= tement hyperlink. Enter the new statement in the Add Statement tex= t field. Click the = blue plus sign (+) to populate the new statement in the Added Statement box. Repeat for ad= ditional canned statements.
Click Save and&=
nbsp;Yes to confirm