Add Reason Codes

Description: In this topic you will learn how to create reason codes for a funding source. A reason code is a code selected by an employee to explain why an entry was created in the web portal or edited. Reason codes are optional settings that become required once enable on a Funding Source

Role Required: Superuser

Permission Required: Funding Source Admin

Add Reason Code Funding Source

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 Reason Code from the actions dropdown
11. View complete the form wizard
    1. Name: Give the reason code a user friendly name. This is what the employee sees when they select the reason code
    2. Code: The code provided by the Funding Source
    3. Description: A description of the reason code
    4. Status: Active/Inactive, default is to Active
    5. Requires Free Text Note: Yes/No, defaults to No.
    6. Monthly Usage Maximum Lower Bound: Numeric field, default is 0
    7. Monthly Usage Maximum Upper Bound: Numeric field, default is 0
       1. Reason codes can have optional upper and lower bounds meaning that the system will prevent or alert a user from using a reason code a predefined number of times. For example, "Employee forgot mobile device" was a reason code with a lower bound of 3 and an upper bound of 5. On the third occurrence that this reason code is used, the system will warn the employee that they have used this reason a couple of times before, but still allow them to enter time. On the 5 occurrence that this reason code is used, the system will not accept the reason code when the employee is trying to save their time. Bounds are options
12. Click the Save button
13. Select Yes in the confirmation alert window to save changes made to the funding source