Pay Code Reporting Category
The Pay Code Reporting Category screen displays all reporting categories in the system used for grouping pay code data in reports. There are Standard categories included with the system. Additional Custom, User Defined or Replicated categories can be added.
In the Pay Codes > Report Assignments tab, each pay code can be assigned to one or more categories from this table, and included in the reporting totals.
Record Management
Depending on the user's authorization level, the following actions may be available.
Note
The options listed below are not available for some screens.
Authorized users can add a new record by completing the following steps:
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Click on the Add button in the left pane to open a configuration screen.
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Enter data in all applicable fields. The fields with an asterisk are required and must be completed before the record can be saved.
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If specific values are required for a field, the valid options are available in one of the following:
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The Field Look Up Values are displayed in the right pane. In most cases, the values available have been previously entered on the related configuration screen.
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The List Selector icon to the right of a field opens a listing of valid values for a field. In most cases, the values available have been previously entered on the related configuration screen.
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The Drop Down Menu arrow to the right of a field opens a menu of valid options for a field. In most cases, the values available are standard core values.
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A Date Selector Calendar is available in the Field Look Up Values in the right pane for date fields. If there is no right pane, the Date Selector icon is displayed to the right of the field.
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Use the online help features for information on configuration of the screen.
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For information on specific fields, highlight the field with the cursor to view the short Help text in the right pane.
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To open the documentation to find more information for the related page, click on the Help icon in the tool bar or click on More... in the right pane after the short help.
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If there are Indicator and/or Parameter tabs, these must be configured as well. Default values are displayed for the indicator settings, but may be changed for this record. For more information see
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After entering information, save the record. The system does a validation to make sure the information entered is valid for the field, such as numbers must be entered in numeric fields or fields with look up values must match the options displayed.
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The Audits tab is now displayed with information on the entered record.
Note
For more information, see Adding a New Record in .
Authorized users can delete existing records. Open records can be deleted by clicking on the Delete or Delete Selected button in the left pane.
To delete one or more records that are not open, complete the following steps:
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From the related screen, conduct a search to locate the records that are to be deleted.
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To select one or more record, click the box to the left of the record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.
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Click on the Delete Selected button.
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If the record code has been assigned to one or more other records (as a field value), an error message is displayed and the record cannot be deleted.
Note
For more information, see Deleting a Record under .
Authorized users can make edits to add or update information in existing records.
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Using the Search page selection criteria, search for all the records to be updated.
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To select one or more record, click the box to the left of each record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks and select them by checking the box to the left of the record.
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To open the record you wish to view first, click its folder. All other selected records can be viewed by scrolling, using the right and left arrows in the Navigator section of the left pane.
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Highlight the fields to be updated with the cursor and enter the information.
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If the field is grayed out, that field is not editable.
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If specific values are required for a field, the valid options are available in one of the following:
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The Field Look Up Values are displayed in the right pane.
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The List Selector icon to the right of a field opens a listing of valid values for a field from the related configuration screen.
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The Drop Down Menu arrow to the right of a field opens a menu of valid options for a field.
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A Calendar is available in the Field Look Up Values in the right pane for date fields. If there is no right pane, the Date Selector icon is displayed.
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For information on specific fields, view the short Help text in the right pane.
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The Indicator and/or Parameter tabs can also be updated. Click on the tab to open and edit the values. For more information see
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After entering information, save the record. The system does a validation to make sure the information entered is valid for the field, such as numbers must be entered in numeric fields or fields with look up values must match the options displayed.
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The Audits tab displays information on the edits made to the record.
Note
For more information, see Editing a Record in .
To open and view existing records, complete the following steps:
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Using the Search page selection criteria, search for all the records to be viewed.
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To select one or more record, click the box to the left of each record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.
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To open the record you wish to view first, click its folder. All other selected records are also available.
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To view all other selected records, scroll to the previous record or to the next record using the navigation arrows.
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For records displayed in a list format, click the card arrow on a record to open and view it.
Note
For more information, see Opening and Viewing a Record in .
Authorized users can use the Replace feature to update multiple selected records at the same time with the same field information or the same indicator and/or parameter values.
Note
Not all screens have the Replace feature available.
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Using the Search page selection criteria, search for all the records to be updated. Multiple searches can be conducted to build a results list.
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To select one or more record, click on the box to the left of each record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.
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Click on the Replace button in the left pane.
A screen is displayed with all replaceable fields showing as read only.
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Check the box to the left of a field to be updated. The field is then enabled.
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Enter the new information in the field.
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Update any additional fields in all tabs.
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Values in the Indicator and Parameter tabs can also be updated by entering values in each field.
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To reset all the values back to the previously saved ones, click on the Reset button.
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Once the records have been saved, the values cannot be reset to the previous values. They would have to be re-entered as updated values, following steps 1-10.
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Click on the Save button to save the changes.
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All selected records are now updated, with the new information replacing the old information in the selected fields.
Note
For more information, see Replacing Record Values under .
The Search page is the default page when a screen is opened. This screen is used to filter criteria when searching for a specific record.
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After entering values in the selected fields, click on the Search button. The results are listed below the search screen.
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Additional searches with different filter options can be run to add to the selected record results set.
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To select one or more record, click the box to the left of the record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.
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To open the record you wish to view first, click its folder. All other selected records can be viewed by scrolling, using the right and left arrows in the Navigator section of the left pane.
Note
For more information on searching for an existing record, see Searching for a Record in the Help section. For more information on the Action buttons available in the left pane after the search is completed, see Search Action Buttons. For more information on setting the check boxes default to be checked or unchecked, see .
Depending on the page displayed, the following fields may be available. Click on the link to view a description of the fields. |
Accumulated in Total
Indicates whether the values in this pay code reporting category are included in the report totals.
Classification
Indicates the classification of this reporting category, such as Standard, Customer, User Defined, or Replicated.
The Classification options are as follows:
Standard |
A record that is core to the system and included for all customers. |
Customer |
A record that was custom designed for a specific customer. |
User-Defined |
A record that was created by a user in the system. When a new record is entered in the screen by clicking on the Add button, it is automatically given a status of User-Defined. |
Replicated |
A record that was copied from an existing record, and then updated to change certain settings. When a new record is created by clicking on the Replicate button, it is automatically given a status of Replicated. |
Code
A short, alphanumeric value identifying this pay code reporting category.
Description
The label describing this pay code reporting category.
Display Priority
Numeric value indicating the order this reporting category should display on reports.
Number
A numeric value which can be used when identifying the record. This number is assigned by the system.
Action Buttons
The following Action buttons may be available in the left pane, depending on the page that is open:
The Search page is the default page when a screen is opened. This screen is used to filter criteria when searching for a specific record.
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After entering values in the selected fields, click on the Search button. The results are listed below the search screen.
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Additional searches with different filter options can be run to add to the selected record results set.
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To select one or more record, click the box to the left of the record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.
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To open the record you wish to view first, click its folder. All other selected records can be viewed by scrolling, using the right and left arrows in the Navigator section of the left pane.
Note
For more information on searching for an existing record, see Searching for a Record in the Help section. For more information on the Action buttons available in the left pane after the search is completed, see Search Action Buttons. For more information on setting the check boxes default to be checked or unchecked, see .
The Advanced button loads the expanded search criteria mode with additional fields for locating a record. When the Basic search mode is loaded, the button shows as Advanced. When the Advanced search mode is loaded, the button shows as Basic.
Note
The user can set whether the Basic or Advanced search mode is automatically loaded for each screen. This setting is found under
. The Advanced/Basic buttons only display on screens with Advanced search capabilities.The Audits button in the left pane opens a screen to view changes to records in the open page. The audit trail displays information on additions, edits and deletions, including the date and time the change was made, the type of change (inserted, updated, deleted), the description of the change, the name of the person making the change, and the original and new values.
The audit records can be grouped and sorted by one of the following options: application, audit date, audit description, classification, or who modified. To change the sort, click the drop down arrow near the Group By field in the Audit List Actions to open the record, then select the grouping from the list.
Group by Application
Groups the audit records by the application where the changes were made.
Group by Audit Date
Groups all the audits by the date when changes were made.
Group by Audit Description
Groups the audit report by the description of the edits that were made.
Group by Classification
Groups the audit records by whether the record was inserted, updated, or deleted.
Group by Who Modified
Groups the audit records by the user who made the updates.
The Delete or Delete Selected button is used to remove one or more records from a screen.
Complete the following steps:
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If there are multiple records, click on the selection box to the left of each record that is to be deleted.
Note
If this is a single record, there are no check boxes to select. Skip to step 3.
A check mark is displayed in each selected box.
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Click on the Delete Selected button for multiple records or the Delete button for a single record.
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The system does a validation check to make sure the record is not linked to any other records. If it is, a warning message is generated and the record cannot be deleted.
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If there are no children records, the record is deleted.
Note
For more information, see Deleting a Record.
For certain types of screens, existing records cannot be edited. However, an existing record can be Replicated, which means a User Defined duplicate record with all the attributes of the original is created. This replicated copy can be edited and assigned.
An example of this can be found on
. An existing LaborView record can be copied and modified.To replicate an existing record, complete the following steps:
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Using the Search criteria for the related screen, search for and open the record to be replicated.
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Click the Replicate button in the left pane. A copy of the original assignment code is created, with all the settings of the original.
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Enter a new Code to differentiate the replicated record from the original.
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The Description and other fields can be updated.
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Update any of the indicators, parameters, and/or other settings on any of the screens of the replicated record.
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Click on the Save button to save the changes to the new record.