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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. |
Click to Download the Business Rule List
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Staff - Business Rule List QRG
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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? | |
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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. |
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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 |
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