Versions Compared

Key

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

...

Role Required: Super User

Permission Required: N/A Funding Source Admin

Enable Business Rules

  1. Log in to DCI with your personal profile

  2. Select Settings from the main menu

  3. Select Funding Sources from the submenu

    1. View all Funding Sources listed below the search box

    2. Search for a Funding Source in the search box

    3. Select Search and view the search results below the search box

    4. Select the row of the Funding Source to view or edit by clicking anywhere in the row

  4. The Funding Source Details page will open up, view funding source details

    1. Scroll down on the details screen to ensure the Service Code tab is selected

    2. 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

    3. Click anywhere in the row to open Service Code Details screen

  5. Scroll down on the Service Code Details screen and click the Business Rules tab to display the Business Rule table

  6. Click on the Business Rule you would like to enable to open the Business Rule Details screen

  7. Click Actions

  8. Click Edit Business Rule

  9. Click the Enable Checkbox

  10. Enter Parameters (optional depending on Business Rule)

  11. Click Save

  12. Click Yes to Confirm that you want to enable the business rule

...