Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Description: In this topic you will learn how to edit a punch and add reason codes to a punch entry if required by your organization. Edits can be made to a punch if the punch is in a pending status.

*Please note: Edits can not be made to a Residential, Day Program, or an Approved punch. If an edit needs to be made, please contact your supervisor.

Role Required: Employee

Permission Required: N/A

  1. Log in to your personal profile

  2. Click Home on the main menu

  3. Click Entries on the submenu

  4. Below the search box, in the entries table, click anywhere in the punch row of the punch you want to edit

    1. Optionally use the filters to search for punch and click Search, the table will update based on the filters entered

    2. Please note: Edits can only be made a punch in a pending status

  5. View the punch details on the Punch Details Page

  6. Click Actions button

  7. Click Edit Entry from the actions dropdown

If you realize you have made an error on your punch, you can make changes while it is still in pending status. To edit a pending punch:

...

  1. Make the necessary changes to the

...

  1. Edit Entry form wizard

    1. If your organization requires a Reason Code when editing a punch, click on the Blue Plus (+) Sign button next to the Reason field

    2. Select a reason from the Add Reason Codes drop down that best describes why you need to make the edit

    3. Some Reason Codes require a text explanation. If you select a Reason Code with this requirement, a text box will appear and it is required to enter text before saving.

    4. Click the Blue Plus (+) Sign next to the Add Reason Codes drop down to add your selection to the Added Reason Codes box

  2. Click Save

  3. Click Yes on the confirmation alert window

  4. The original punch status has changed to rejected, view the details on the Punch Details page

  5. A new punch with the corrections has been generated and is in

...

  1. a pending status

    1. The new punch will have a Ref. Entry # listed and links it to the original punch

  2. To view the original and new punch, select Entries on the submenu

  3. Both punches are listed in the Entries table below the search box

Image Removed

...

Content by Label
showLabelsfalse
max5
spacesDCI
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel = "entries" and type = "page" and space = "DCI"
labelsentries

...