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Description: In this topic you , the user will learn about DCI Business Rules business rules and how to enable them. Business Rules rules are a way to validate, per service code, specific requirements mandated by that particular service. Currently, Business Rules business rules can be set for Hourly Service Codes and Client Transportation and are enabled at the Service Code levelhourly service codes, client transportation, and vendor service codes. There are many different hard-coded Business Rules business rules in the system , which that can be enabled at the service code level to meet the needs of your programverify that punches meet organizational requirements. Some business rules contain parameters that allow an admin the organization to input specific criteria for how the business rule should work. This guide will teach you how to enable business rules and how business rules work..
Business rules can validate the punch in 1 of 3 phases:
Phase 1 - Punch Creation
If the punch fails a phase 1 business rule, the user creating the punch will receive an alert at the time they select Save or Clock Out.
The company's DCI portal or app settings may prohibit the user from saving a punch when a business rule has been violated. Contact a supervisor for assistance.
Phase 2 - After Punch Creation, Before Approval
If the punch fails a phase 2 business rule, the punch status will move from unvalidated to rejected.
The employee and supervisor or employer will receive a notification
Phase 3 - Punch Approval
If the punch fails a phase 3 business rule, the punch cannot be approved.
The punch must be rejected or edited to pass the business rule
Role Required: Super UserRole Required: Superuser
Permission Required: N/A
Enable Business Rules
Log in to DCI with your personal profile
Select Settings from the main menu
Select Funding Sources from the submenu
View all Funding Sources listed below the search box
Search for a Funding Source in the search box
Select Search and view the search results below the search box
Select the row of the Funding Source to view or edit by clicking anywhere in the row
The Funding Source Details page will open up, view funding source details
Scroll down on the details screen to ensure the Service Code tab is selected
Use the search criteria below Funding Source Details to find the Service Code that you wish to add Defaults for or scroll down to locate
Click anywhere in the row to open Service Code Details screen
Scroll down on the Service Code Details screen and click the Business Rules tab to display the Business Rule table
Click on the Business Rule you would like to enable to open the Business Rule Details screen
Click Actions
Click Edit Business Rule
Click the Enable Checkbox
Enter Parameters (optional depending on Business Rule)
Click Save
Click Yes to Confirm that you want to enable the business rule
The enable column on the Business Rule table will now be updated to Yes. This table shows all business rules and their Enabled status, as well as, Phase and Parameter details.
Disable Business Rules
Log in to DCI with your personal profile
Select Settings from the main menu
Select Funding Sources from the submenu
View all Funding Sources listed below the search box
Search for a Funding Source in the search box
Select Search and view the search results below the search box
Select the row of the Funding Source to view or edit by clicking anywhere in the row
The Funding Source Details page will open up, view funding source details
Scroll down on the details screen to ensure the Service Code tab is selected
Use the search criteria below Funding Source Details to find the Service Code that you wish to add Defaults for or scroll down to locate
Click anywhere in the row to open Service Code Details screen
Scroll down on the Service Code Details screen and click the Business Rules tab to display the Business Rule table
Click on the Business Rule you would like to enable to open the Business Rule Details screen
Click Actions
Click Edit Business Rule
Click the Enable Checkbox to deselect the check box. Once the enable checkbox is deselected, the business rule will be disabled once saved.
Click Save
Click Yes to Confirm that you want to enable the business rule
Business Rule Details
Each business rule contains the following:
Business Rule Name: Name of Business Rule
Description: Details regarding the specific business rule to be enforce
Enable: Check the box to enable the business rule
To disable the business rule, deselect the checkbox
Phase: The point in which the system is going to check the Business Rule
Parameter: Integers or decimals specific to the functionality of that particular Business Rule
If parameters are available for a particular Business Rule, help text displays in the field
If no parameters are available then no further configuration is needed
Phase Detail
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Phase 1: Occurs when the employee hits save on their punch in the Web Portal or at Clock Out in the Mobile App.
Phase 2: Occurs between when a punch is saved and before it's available to be approved. The punch will become un-validated.
Phase 3: Occurs when a supervisor or employer hits approve.
When a Phase is Triggered
Phase 1: If a punch fails a Phase 1 business rule, the user will see an alert at Save or Clock Out.
Depending on the company’s portal settings, the user may not be able to save their punch if it violates a business rule.
Phase 2: If a punch fails a Phase 2 scrub, it will either be rejected or moved to a pending status with a flag that it failed the business rule (depending on the parameter settings).
Phase 3: If a punch fails a Phase 3 scrub, the alert will occur at the time a supervisor or employer attempts to approve the punch.
The punch will either approve with a warning or it will be unable to be approved (depending on the parameter settings).
View Business Rule Results
- Select the punch to review
- View the punch via the employee's profile, the client profile, or pending entries from the submenu.
- The punch details page will open
- Select the Business Rules tab on the punch details page to view the business rule name and result (i.e., pass)
Parameter Setting
Parameters are integers or decimals specific to the functionality of that particular Business Rule. Not all Business Rules require parameters. Only Business Rules that require parameters will allow a user to enter text into the parameter field. Parameters fall into one of the following categories: None, Mode, ServiceCodeID, GroupID, Max# and Max Hours
Parameter Setting - None
When a business rules does not have a parameter, the parameter options are greyed out.
Simply check the enable checkbox and then select save to enable the business rule.
Parameter Setting - Mode
Mode only applies to authorization related business rules.
When DCI checks for this Business Rule, if the punch violates the rule the system will reject the punch. Mode 1 is a hard stop, which means the punch will be rejected or not able to be approved if it fails the business rule.
When DCI checks for this Business Rule, if the punch violates the rule the system will provide an alert message for the user to acknowledge they are violating the rule before saving the punch. Mode 2 is a soft stop, which means the user and the person approving the punch will be notified, but the punch can still be saved and approved. In mode 2, anything punched over the limit is unbillable.
Parameter Setting – ServiceCodeID
This is the Service Code ID the system will use with the Business Rule is enabled. The IDs are located in the Service Code Report.
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You can enter one or two service codes. If more service codes should be specified, use the corresponding Service Code Group Business Rule.
Parameter Setting – GroupID
This is the Group ID the system will use with the Business Rule is enabled. The IDs are located in the Service Code Group Report.
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An example of this is the Duplicate and Overlapping Client Punch business rule. When a service code ID is entered in the parameter field, client punches made against this service code will be allowed to overlap with client punches made against any of the service codes from the GroupID listed in the parameter.
Parameter Setting – Max#
This business rule will enable you to set a max number where something can occur, i.e. max days.
Enter an integer (whole number) that represents the maximum number of days allowed between when the service was provided and the date the punch was created.
Parameter Setting – MaxHours
This business rule will enable you to set a max number of hours and be set for specific scenarios including:
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