The System Setup module Business Rules feature is used to configure global and program-level system rules for specific types of data entry, and for use of the system as a whole. Rules set using this feature are as follows:
Used to set the maximum client transfer window for users with the corresponding backdating permission.
Required Permissions
Use of the Business Rules feature requires placement in the "Executive Officer" or "System Administrator" user groups - OR - ONE of the following permissions:
- Display Executive Administration Buttons
- Permissions Data Entry
- Permissions Data Entry for All Staff and Layers
- AND -
- Program Chart Access (required to configure program-level business rules such as e-signature and note/contact editing rules)
- Business Rules Data Entry (required to open or configure agency-level business rules such as the application timeout value and two-factor authentication)
In addition, if you are working in a divisional database, you must be configured as "Continuum Staff" in the Human Resources module Staff Information feature (using the Payroll Group "Agency" selection list) in order to access and configure global business rules.
Permissions are assigned using thePermissions Maintenance feature. If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance.
For agencies using the optional Transfers functionality, transfers can, by default, be dated within the last 14 days or between today's date and the client's admission date if fewer than 14 days ago. Users with the "Backdated Client Transfers Data Entry" permission can backdate a transfer within the last 45 days by default (or to the admission date, if earlier). This backdating window can be extended using the Client Transfers Rules feature for the program the client is leaving. To do so, complete the following steps from the AWARDS Home screen:
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Click Administration from the left-hand menu, and then click System Setup. The System Setup fly-out menu is displayed.
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Click Business Rules. The Business Rules Menu page is displayed.
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Click the Program drop-down arrow and select the program for which the client transfers rules are to be set.
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Click Client Transfers Rules. The Client Transfers Rules page is displayed.
Included at the top of this page is read-only "Rule Entered By" information reflecting the last user to make a change to the transfer backdating window.
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In the Backdate Permit Max field, make changes to the current backdating window as needed. The default value is 45 days.
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Click CONTINUE. The client transfers backdating rules are saved, the rule entered by information is updated, and a read-only report version of the page is displayed.
To make additional changes to the client transfers rules at this time, click DATA ENTRY to return to the Client Transfers Rules page.
The process of setting backdated client transfers rules is now complete.
Frequently Asked Questions
Business Rule Basics
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Is there a report on which I can see all business rule settings?
No, at present business rule settings can only be reviewed from within the data entry interface and/or the corresponding confirmation pages.
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Who can access global business rule settings in a divisional database?
Because global business rules impact every program in every agency in the database, their configuration in divisional databases is limited to individuals specified as "Continuum Staff" in the Human Resources module Staff Information feature (using the Payroll Group "Agency" selection list).