Purpose: This is a complete list of all business rules used in OR PTC DCI.

Outcome: Staff understand what business rules are and which ones are in use in OR PTC DCI.

Business rules are system directions that define business activities. Business rules are lists of statements that tell the system whether you may or may not do something in the system. The following business rules have been enabled for OR PTC DCI. Business rules are set as either a hard or soft stop.

Business Rule Name

Description

Soft/Hard Stop

Real-Time Entries

Historical Entries

Authorization Remaining Balance (Hourly)

Alerts that the punch exceeds the authorization remaining balance

Hard

Yes

Yes


Authorization Remaining Balance (Mileage)

Restricts adding a punch that exceeds the current available balance on the authorization

Hard

Yes

Yes

Timely Filing Employees Punch Entry

Restricts how many days after the date of service a punch can be entered (the number of days is determined by the CBA)

Hard

No

Yes

Client Discharge Punch Entry Business Rule

Restricts adding a punch for a date of service beyond the client’s discharge date

Hard

Yes

Yes

Employee Service Account Start Date Punch Entry

Restricts adding a punch for a date prior to the start date of the employee service account

Hard

Yes

Yes

Employee Service Account End Date Punch Entry

Restricts adding a punch for a date beyond the end date of the employee service account

Hard

Yes

Yes

Employee Termination Date Punch Entry

Restricts when adding a punch for a date beyond the employee termination date

Hard

No

Yes

Duplicate/ Overlapping Employee Punch

Restricts adding a punch that duplicates/overlaps an existing punch for the same employee the service code specified in the parameters

Hard

No

Yes


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