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Canned Statements

Canned Statements

Owned by Kristen Ziegler
Last updated: Sep 26, 2023 by Stephanie Smith
2 min read

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

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

Role Required: Super User

Permission Required: Funding Source Admin

Add Canned Statement to a New Service Code

  1. Log in to DCI

  2. Select Settings from the main menu 

  3. Select Funding Sources from the submenu  

  4. Enter the name of the funding source in the filter and click Search

  5. Click anywhere in the funding source row to open the Funding Source Details page

  6. Click Actions

  7. Select New Service Code from the drop-down menu

  8. Complete the form wizard

    1. Existing Canned Statements: To use an existing canned statement(s), click the checkbox to select.

    2. New Canned Statements: Click the blue New Canned Statement hyperlink. Enter the new statement in the Add Statement text field. Click the blue plus sign (+) to populate the new statement in the Added Statement box. Repeat for additional canned statements.

  9.  

    1. Click the blue plus sign (+) next to Canned Statements

  10. Click Save and Yes to confirm

Add Canned Statement to an Existing Service Code

  1. Log in to DCI

  2. Select Settings from the main menu

  3. Select Funding Sources from the submenu

  4. Select Funding Sources from the submenu  

  5. Enter the name of the funding source in the filter and click Search

  6. Click anywhere in the funding source row to open the Funding Source Details page

  7. Scroll down to locate the service code to edit

  8. Click anywhere in the service code row to open the details page

  9. Click Actions

  10. Select Edit Service Code from the drop-down menu

  11. Click the blue plus sign (+) next to Canned Statements

  12.  

    1. Existing Canned Statements: To use an existing canned statement(s), click the checkbox to select.

    2. New Canned Statements: Click the blue New Canned Statement hyperlink. Enter the new statement in the Add Statement text field. Click the blue plus sign (+) to populate the new statement in the Added Statement box. Repeat for additional canned statements.

  13. Click Save and Yes to confirm

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