Canned Statements

Description: In this topic you will learn how to create canned statements for a service code. A canned statement is a checkbox for employee to select when entering punches. If added to a service code an employee must select at least one per shift.

*Please note: Cost Center and Funding Source must be created prior to the Service Code.

Role Required: Superuser

Permission Required: Funding Source Admin

Add Canned Statement to Service Code

1. Log in to DCI with your personal profile 
2. Select Settings from the main menu 
3. Select Funding Sources from the submenu 
4. View all Funding Sources listed below the search box 
5. Search for a Funding Source in the search box  
6. Select Search and view the search results below the search box 
7. Select the row of the Funding Source to view or edit by clicking anywhere in the row 
8. The Funding Source Details page will open up, view funding source details 
9. Select the Action button 
10. Select New Service Code from the Actions dropdown. Complete the form wizard. 
11. Click the Blue (+) button next to Canned Statements
    1. 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.
    2. 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.
12. Select Save
13. Select Yes in the confirmation alert window

Add Canned Statement to Existing Service Code

1. Log in to DCI with your personal profile
2. Select Settings from the main menu
3. Select Funding Sources from the submenu
4. View all Funding Sources listed below the search box
5. Select Search and view the search results below the search box
6. Select the row of the Funding Source to view or edit by clicking anywhere in the row
7. The Funding Source Details page will open up, view funding source details
8. Scroll down to find the service code that you would like to view, edit or deactivate
9. Click on the Service Code to open the details
10. Select the Actions button
11. Select the Edit Service Code in the actions dropdown
12. Click the Blue (+) button next to Canned Statements
    1. 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.
    2. 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.
13. Click the Save button
14. Select Yes in the confirmation alert window