Trip Activity Code Rules
Executive Summary
Trip Activity Code Rules is a transportation setup list of the activity code rules used on trip templates (the codes that tell the trip import how a value on a transportation trip should be derived). Administrators use it to load the standard set of rules into a new site, mark which rules are used for HSP reporting, and export the list. The rules themselves are referenced by trip templates; this screen does not add or delete individual rules.
Key Features
- Review the activity codes that can be used when building trip templates
- Filter the list by code or description
- Load the standard (default) rules with Add Default Codes
- Edit Used By HSP? on a rule
- Export the list to Excel
Typical Workflow
- Click Add Default Codes when setting up a new site, and confirm.
- Use Filter Code or Filter Description, then click Apply Filter, to find a rule.
- Click the edit icon on the row (or right-click it and choose Edit), change the values, and click Save.
- Click Export for a spreadsheet copy.
Available Permissions
The following permissions are available to be assigned to AlayaCare Roles:
| Attribute | What It Controls |
|---|---|
| View | Open the page and use all of its actions, including adding default codes, editing and exporting |
Main Grid
The grid lists the rules (14 rows per page).
| Column | Description |
|---|---|
| Code | Rule code. |
| Description | What the rule does. |
| Import Row | Row position of the rule in the trip import. |
| Used By HSP? | Checked when the rule is used for HSP reporting. |
| Discontinued? | Checked when the rule is no longer in use. |
| Manage Records | Edit icon. |
Main Grid Filters
| Filter | Purpose |
|---|---|
| Filter Code | Shows rules whose code contains the text entered (not case-sensitive). |
| Filter Description | Shows rules whose description contains the text entered (not case-sensitive). |
Click Apply Filter to refresh the list. Use Clear Filter to reset filters.
Actions
| Button | Description |
|---|---|
| Add Default Codes | Asks "Are you sure you want to add the default codes?" and, on Yes, adds the standard rule DISTKM ("Calculate the distance and append the letters km") if it is not already on the list. Existing rules are never changed. |
| Export | Exports the filtered list to an Excel file. A warning "There are no records to export" is shown when the list is empty. |
| Apply Filter | Applies the code and description filters. |
| Clear Filter | Clears both filters and reloads the list. |
| Edit (row icon, or right-click a row) | Opens the rule for editing. |
Dialog Components
Edit Rule
Opens from the edit icon on a row, or Edit on the right-click menu. The heading shows the rule's code. Click Save to store the change and refresh the list, or Cancel to close without saving.
| Field | Purpose |
|---|---|
| Used By HSP? | Marks the rule as used for HSP reporting. |
Processing Overviews
This section describes what happens after you confirm a processing action.
Add Default Codes
- Asks for confirmation.
- Adds each standard rule that is not already on the list, matching on its code. Rules that already exist are left exactly as they are.
- Reloads the list.
Export
- Requires at least one row in the filtered list.
- Builds a workbook with one sheet, ActivityCodeRules, with a heading row and one row per rule showing Code, Description, Notes, Import Row, Used By HSP? and Discontinued? (true or false).
- Downloads the file, named TripActivityCodeRules_{date and time}.xlsx, and shows "Exported Successfully". "Error exporting to Excel" is shown if the file cannot be created.