General
The General page displays basic information to identify this profile code.
If available, 
Indicator and/or Parameter tabs open screens to view settings that determine processing rules specific to the open record. Note: For more information, see the Configuration section>System card>Indicators screen and/or Parameters screen.
The Parameter tab opens a screen where processing settings are established. These settings can be changed by authorized users to customize the functionality of the system.
Parameter options are stored on category cards to make them easier to locate. Click the card arrow to open the card and view the parameter options contained on that card.
The parameter naming convention is as follows:
Screen name + "Parameter" + Category Card + Classification + Type + Number
The type of value required for this parameter (e.g. alpha, date, day of week, hour, integer, pay code, rate, time, percent, or premium category).
More About Parameter Types
The following are the valid options for parameter types:
Alpha
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The field will accept any letters, numbers, or characters on the keyboard.
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Date
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The field will accept any properly formatted date. More About Date Value Fields.
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
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DOW
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The field will accept a day of the week. When this type is selected, the days of the week are available in the drop down menu under Default Value.
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Hour
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The field will accept any positive or negative whole and/or decimal value. The system will add a decimal point and trailing zeros up to two places. For example, if 3.5 is entered, the system converts this to 3.50.
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Integer
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The field will accept any positive or negative whole numbers (no decimals).
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Pay Code
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A valid pay code should be entered. There is no validation done when the record is saved.
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Rate
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The field will accept any positive or negative whole and/or decimal value. The system will add a decimal point and trailing zeros up to five places. For example, if 18.2 is entered, the system converts this to 18.20000.
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Time
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The field will accept any properly formatted time value. More About Time Value Fields.
When a field requires a Time Value, the value must be formatted in 24-hour time. This means after noon, the hour value entered should have 12 added to the hour value shown on the clock. For example, if the time is 3:00 pm, the correct value in 24-hour format is 15:00 (12+3 = 15).
- The system automatically formats entered values to hh:mm (two-digit hour value, two-digit minute value separated by a colon).
- Enter 1500 and the system automatically adds the colon between the hour and minute values to convert this to 15:00.
- Enter 900 and the system adds the leading zeros and colon to convert this to 09:00.
- The system adds leading zeros to any value less than 4 digits. For example, if 9 is entered, the system converts this to 00:09 (nine minutes after midnight).
- If the last two digits of the entered value is larger than 59, this cannot be converted to a valid time and an error message is generated.
- If the first two digits of a four-digit value is larger than 23, this cannot be converted to a valid time and an error message is generated.
- Enter midnight as 00:00; enter noon as 12:00.
- If a "p" or "pm" is entered after the hour value, the system automatically converts the time to the corresponding afternoon value in 24-hour time. For example:
- Enter 300p or 300pm and the system converts this to 15:00 and adds the colon.
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Percent
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The field will accept any positive or negative whole and/or decimal value. The system will add a decimal point and two trailing zeros. For example, if 3.5 is entered, the system converts this to 3.50.
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Premium Category
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When this option is selected, the user can select a Default Classification and Default Premium Category Number from the right pane.
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Determines the type of system classification (e.g. Standard, Customer, User-Defined, or Replicated).
Unlike indicators, there are no predefined options to enter into the parameter screen. The value that can be entered is limited by the Type of parameter allowed. For example, if this parameter has a Type of Date, only a date may be entered in the field; if the parameter has a Type of Integer, only numeric values can be entered in the field, etc. Depending on the setting in the Required field on the Parameter screen, a value may be required, or the system may allow this field to remain empty (null).
A Default setting can be created which is the setting automatically assigned when a new record is created. From that point forward, all new records will get the default setting. Note: An updated default setting is not applied to any existing records.
For more information on Parameters, see the documentation under the Configuration section>System card>Parameter screen.
The Indicator tab opens a screen where processing settings are established. These settings can be changed by authorized users to customize the functionality of the system.
Indicator options are stored on category cards to make them easier to locate. Click the card arrow to open the card and view the indicator options contained on that card.
Indicator naming convention is as follows:
Screen name + "Indicator" + Category name + Classification + Number
Determines the type of system classification (e.g. Standard, Customer, User-Defined, or Replicated).
For example, the Standard indicator on the Pay Group screen on the System category card that is listed First, is named Pay Group Indicator System Standard 1.
On the indicator screen, there are predefined options that the user can select from the right pane. There is a Default setting, which is the setting automatically assigned when a new record is created. The Default setting can be changed for the system in the Configuration section>System card>Indicator screen. From that point forward, all new records will get the default setting. Note: An updated default setting is not applied to any existing records.
The Audits tab opens a screen to view an audit trail on additions, edits, and deletions to the open record.
The Audits tab is only available if an edit was made to the open record. It opens a screen to view information on changes made to the record, including the date and time of the change, the application, the classification of the change (insert, update, and delete), including what was changed, and user name of the person making the change.
Click the card arrow to open the record and view the details of the change, including the field that was updated, the original value and the new value.
Note: To view the audits on all records in this screen, click on the Audits button in the left pane. This button is available when the Search screen is open.
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.
Active
Indicates whether the profile is currently used by the system and can be assigned (Yes/No).
Profiles that are no longer valid but have been previously assigned cannot be deleted from the system. This is to maintain historical integrity of data. A profile code can be deactivated by setting this value to No, so it can no longer be assigned.
Code
The alphanumeric short name or abbreviation identifying the profile.
Description
The label describing the profile code.
Organization Unit
Select the appropriate code for this field. The number of organization unit levels available and the organization unit names displayed depend upon the corporate structure.
Profile Group
Select the appropriate group. Used to combine profiles on the Current Staffing Overview screen.
Profile Groups allow administrators to combine profiles into groups for quick evaluation on the Current Staffing Overview screen.
For example, the following image shows two individual profiles (Clin Dir and RN-ICU) and details of the needs. These profiles are combined into an RN profile group with summary information.
