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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.
Role Required: SuperuserSuper User
Permission Required: N/A
Enable Business Rules
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Log in to DCI with your personal profile
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Select Settings from the main menu
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Select Funding Sources from the submenu
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Funding
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Search for a Funding Source in the search box
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Select Search and view the search results below the search box
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Select the row of the Funding Source to view or edit by clicking anywhere in the row
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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
Source Admin
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Business Rule Details
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Scroll down on the Service Code Details screen and click the Business Rules tab to display the Business Rule table
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Click on the Business Rule you would like to enable to open the Business Rule Details screen
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Click Actions
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Click Edit Business Rule
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Click the Enable Checkbox
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Enter Parameters (optional depending on Business Rule)
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Click Save
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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
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- Name of
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business rule
Description
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- Details regarding the specific business rule
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Enable
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- Check the box to enable the business rule
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To disable the business rule, deselect the checkbox
. Deselect to disable.
Phase -
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The point in which the system is going to check for the
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business rule
Parameter
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- Integers or decimals specific to the functionality of
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If parameters are available for a particular Business Rule, help text displays in the field
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the business rule
Phase Detail
Phase informs you tells when the system will check for the business rule
Phase 1
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- Occurs when the employee
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saves a punch in the
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web portal or at
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clock out in the
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mobile app
Phase 2
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- Occurs between when a punch is saved and before it's available to be approved. The punch will become
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unvalidated.
Phase 3
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- Occurs when a supervisor or employer
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approves the punch
When a Phase is Triggered
Phase 1
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- If a punch fails a
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phase 1 business rule, the user will see an alert
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when saving or clocking out.
Depending on the
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organization's portal settings, the user may not be able to save their punch if it violates a business rule.
Phase 2
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- If a punch fails a
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phase 2
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business rule, 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
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- If a punch fails a
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phase 3
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business rule, the alert will occur at the time a supervisor or employer attempts to approve the punch.
The punch will either
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be approved with a warning, or it will be unable to be approved (depending on the parameter settings).
Enable Business Rules
Parameter Setting
Log in with personal profile
Select Settings from the main menu
Select Funding Sources from the sub menu
Use filters to enter parameters and click Search
Clink anywhere in the selected funding source row to view details page
Scroll down and click the Service Code tab
Use filters to locate a specific service code
Click anywhere in the service code row to view details page
Scroll down and click the Business Rules tab to display the business rule table
Select a Business Rule to open the details page
Click Actions
Select Edit Business Rule
Click the Enable Checkbox
Enter Parameters (optional depending on business rule)
Click Save
Click Yes to confirm
The enable column on the business rule table will now be updated to Yes. This table shows all business rules and their status, as well as phase and parameter details.
Disable Business Rules
Log in with personal profile
Select Settings from the main menu
Select Funding Sources from the sub menu
Use filters to enter parameters and click Search
Clink anywhere in the selected funding source row to view details page
Scroll down and click the Service Code tab
Use filters to locate a specific service code
Click anywhere in the service code row to view details page
Scroll down and click the Business Rules tab to display the business rule table
Select a Business Rule to open the details page
Click Actions
Select Edit Business Rule
Click the Enable Checkbox to deselect the check box
Click Save
Click Yes to confirm
Parameter Setting
Parameters are integers Parameters are integers or decimals specific to the functionality of that particular Business Rulethe business rule. Not all Business Rules business rules require parameters. Only Business Rules 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 Hourssix categories outlined below.
Parameter Setting - None
When a business
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rule does not have a parameter, the
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field is grayed out.
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Select the enable checkbox
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then
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Save to enable the business rule
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Parameter Setting - Mode
Mode only Mode - Only applies to authorization related business rules.
When
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the system checks for this
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business rule, if the punch violates the rule
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, it will be rejected. Mode 1 is a hard stop,
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meaning the punch will be rejected or not able to be approved if it fails the business rule.
When
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the system checks for this
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business rule, if the punch violates the rule, the system will provide an alert message for the user to acknowledge
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the
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violation before saving the punch. Mode 2 is a soft stop,
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meaning the user and the
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punch approver 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 ServiceCodeID - Service Code ID the system will use when rule is enabled. The IDs are located in the Service Code Reportservice code report.
Access the report:
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Sign in to your Personal Profile
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Click the Reports tab on the main menu
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Hover over Settings Report on the submenu the click Service Code Report on the flyout menu
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Filter the search by entering the Funding Source where that service code is located in the search bar then select Search
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Find the Service Code you wish to enable the Business Rule for and in the column directly to the left you will see Service Code ID
Log in with personal profile
Select Reports from the main menu
Select Settings Reports from the sub menu
Select Service Codes Report from the flyout menu
Use filters by entering the funding source then click Search
Locate the service code and view Service Code ID in the third column
Enter this ID into the parameter for the business rule being enabled
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An example of this is the Duplicate and Overlapping Employee Punch business rule. When When a service code ID is entered in the parameter field, employee punches against this service code can overlap with punches against the service code in the parameter field.
You can enter 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 GroupID - Group ID the system will use with the Business Rule use when rule is enabled. The IDs are located in the Service Code Group Reportservice code group report.
Access the report:
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Sign in to your Personal Profile
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Click the Reports tab on the main menu
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Hover over Settings Report on the submenu the click Service Code Group Report on the flyout menu
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Filter the search by entering the Funding Source where that service code is located in the search bar then select Search
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Find the Service Code you wish to enable the Business Rule for and in the column directly to the left you will see Group ID
Log in with personal profile
Select Reports from the main menu
Select Settings Reports from the sub menu
Select Service Code Groups Report from the flyout menu
Use filters by entering the group name, or simply click Search
Locate the service code group and view Group ID in the first column
Enter this ID into the parameter for the business rule being enabled
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An example of this is the Duplicate and Overlapping Client Punch Overlapping Client Punch business rule. When a service code ID is entered in the parameter field, client 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 that something can occur , i(e.eg., max days.)
Enter an integer (whole number) that represents the maximum number of days allowed between
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date of service
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and
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date
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punch was created
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Parameter Setting – MaxHours
This business rule will enable you to set a max number of hours and be set number of hours for specific scenarios including:
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:
Day per
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employee per
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Week per Employee per Funding Source
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Week per Employee per Cost Center
funding source
Week per employee per funding source
Week per employee per cost center
Week per client per unrelated employee
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(FI Mode Only)
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Week per client per kinship employee (FI Mode Only)
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Week per client per live-in
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caregiver (FI Mode Only)
These are just some examples. A complete list of Business Rules business rules is available for download in our help center.the help center.
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)
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