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Description: In this topic you , the user 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 Edits cannot be made to a Residential Program, Day Program, or an Approved punch. If an edit needs to be made to one of these punches, please contact your  a supervisor.

Role Required: Employee (base user)

Permission Required: N/A

  1. Log in to your personal profileDCI

  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. Search for the entry by using the search filters and click Search

  7. Click on the entry in the table

  8. Click ActionsClick Actions button

  9. Click Edit Entry from the actions dropdown in the drop-down menu

  10. Edit fields as needed in the Make the necessary changes to the 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

  11. Click Save

  12. Click Yes on the confirmation alert window

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

  14. Click Save and Yes to confirm

  15. The original punch status changes to Rejected

  16. A new punch with the updates is generated and is in Pending A new punch with the corrections has been generated and is in a pending status

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

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

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

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