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Description: In this topic you , the user will learn how to create canned statements for a service code. A canned statement is a checkbox for n acknowledgment for an employee to select when entering punches. If added to a service code an employee must select at least one canned statement per shift.
*Please note: Cost Center and Funding Source must be created prior to the Service Code.
Role Required:Superuser Super User
Permission Required: Funding Source Admin
Add Canned Statement to a New Service Code
Log in to
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DCI
Select Settings from the main menu
Select Funding Sources from the
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- Existing Canned Statements: If there are Existing Canned Statements to select from, and you want to use them, click the check box next to the Existing Canned Statements that you would like to use.
- New Canned Statements: Enter the statement you would like to create in the text field then click the Blue (+) button. Repeat for additional Canned Statements.
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submenu
Enter the name of the funding source in the filter and click Search
Click anywhere in the funding source row to open the Funding Source Details page
Click Actions
Select New Service Code from the drop-down menu
Complete the form wizard
Existing Canned Statements: To use an existing canned statement(s), click the checkbox to select.
New Canned Statements: Click the blue New Canned Statement hyperlink. Enter the new statement in the Add Statement text field. Click the blue plus sign (+) to populate the new statement in the Added Statement box. Repeat for additional canned statements.
Click the blue plus sign (+) next to Canned Statements
Click Save and Yes to confirm
Add Canned Statement to an
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Existing Service Code
Log in to DCI
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Select Settings from the main menu
Select Funding Sources from the submenu
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Select Funding Sources
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from the submenu
Enter the name of the funding source in the filter and click Search
Click anywhere in the funding source row to open the Funding Source 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 Edit Service Code from the drop-down menu
Click the blue plus sign (+) next to Canned Statements
Existing Canned Statements:
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To use an existing canned statement(s), click the checkbox to select.
New Canned Statements: Click the blue New Canned Statement hyperlink. Enter the new statement
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in the Add Statement text field
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. Click the blue plus sign (+)
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to populate the new statement in the Added Statement box. Repeat for additional
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canned statements.
Click
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Save and Yes to confirm
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