Business Rule Override

Description: In this topic, the user will learn how to enable the override business rule setting per service code and the result of this action.

Role Required: Super User

Permission Required: N/A

*Please note: This is an instance-level setting and currently only available for the phase 1 business rule Timely Filing Employees Punch Entry. If enabled, it allows an override of this business rule failure via web portal punch entry and import.

Enable Business Rule Override

1. Log in to DCI

2. Select Settings from the main menu

3. Select Funding Sources from the submenu

4. Use filters to search for funding source and click Search

5. Click anywhere in the funding source row to open

6. Scroll down the page and select the Service Codes tab

7. Click anywhere in the service code row to select it

8. Scroll down and click the Business Rules tab to display the business rule table

9. Select the Timely Filing Employees Punch Entry business rule to open the details page

10. Click Actions

11. Select Edit Business Rule from the drop-down menu

12. Click the Enable checkbox

13.  

    1. The fields Allow Override and Parameter 1 are now editable

14. Click the Allow Override checkbox

15.  

    1. When enabled, super users can override failure of this business rule.

    2. The radio buttons for the Require Note field are now available

16. Select Yes or No on the Require Note field

17.  

    1. If Yes, super users are required to enter a note when overriding failure of this business rule.

18. Enter Parameter 1

19.  

    1. Max # of days between punch creation and punch date of service

20. Click Save

21. Click Yes to confirm

Allow Override and Require Note settings are visible on the Business Rule tab on the Service Code Details page and are included in the Business Rules Settings Report.

Override via Web Portal Punch Entry

When a super user creates a punch from the Employee Details page, the Client Details page, or the Service Account Details page that violates the business rule, they receive an alert. If an override note is required, it includes a field for the user to enter the note.

When the Confirm button is clicked and the punch is added, the Events tab on the punch entry detail page records an event called “Business Rule Override." The Business Rules tab shows a Timely Filing Employees Punch Entry failure. If an Override Note was entered, it displays on the Notes tab.

Override via Import

1. Use the Import Formats - Admin Guide article to enter the correct column headers on the top row of an Excel spreadsheet

2.  

   1. Complete the spreadsheet with relevant information to be imported

   2. Save the Excel file as a Text Tab Delimited (.txt) file

   3. Log in to DCI with the appropriate profile

   4. Click Import on the main menu

   5. Select Entries on the submenu

   6. Select Employee Entries from the flyout menu

   7. Click Actions

   8. Select Upload File from the drop-down

   9. Click the blue Upload tab delimited TXT file link

3. Choose the prepared Text file and click Open to upload

4.  

   1. If the import file has incorrect or missing column headers, the user will see a red bar and an error message. The file will need to be corrected before it can be uploaded.

5. Select the Override Business Rules checkbox

6.  

   1. The Override Note field becomes available

7. Add an Override Note. If this is a required field, it must be entered to Save.

8.  

   1. Please note: All punches created by the import will have the same override note saved. The note is visible on the Punch Entry Details page on the Notes tab.

9. Click Save

10. A confirmation alert appears which includes the number of items to be imported along with a statement alerting users that the override will be applied for all entries in the file and cannot be undone.

11. Click Yes to acknowledge

12. Click OK to acknowledge that the import has started

13.  

    1. The import process will run in the background. If the Import Completed message template is enabled, the user may receive an email, text message (if mobile was verified), or both stating that the import was complete.

14. Click on the Events tab to view the new event "Import was started with business rule override applied"

15. Click on the Attachments tab to view the results file

16. Locate the file name

17. Click the download icon

18. Open the downloaded .txt file to view results

19.  

    1. Status shows Success

    2. Import Reason shows the business rule failure with override enabled

The Events tab for the punch entry records the event called "Business Rule Override." Individual entries record a business rule failure event.

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