• Business rules are used to validate, per service code, specific requirements mandated by the service provided.

• Business rules can be set for hourly service codes, client transportation, and vendor service codes.

• Enabling a business rule turns on the validation for the system to verify the punch meets the requirements

• Business rules can validate the punch in 1 of 3 phases

Phase 1 - Punch Creation

• If the punch fails a phase 1 business rule, the user creating the punch will receive an alert at the time they select Save or Clock Out.

• The company's DCI portal or app settings may prohibit the user from saving a punch when a business rule has been violated. Contact a supervisor for assistance.

Phase 2 - After Punch Creation, Before Approval

• If the punch fails a phase 2 business rule, the punch status will move from unvalidated to rejected.

• The employee and supervisor or employer will receive a notification

Phase 3 - Punch Approval

• If the punch fails a phase 3 business rule, the punch cannot be approved.

• The punch must be rejected or edited to pass the business rule

To View the Business Rule Results:

1. Select the punch to review
   1. View the punch via the employee's profile, the client profile, or pending entries from the submenu.
2. The punch details page will open
3. 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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