Trip Employee Rules
Executive Summary
Trip Employee Rules is a transportation setup list of the employee rules used on trip templates. 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 employee rules 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?". No default employee rules are currently defined, so choosing Yes does not add anything. |
| 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.
- No default employee rules are currently defined, so nothing is added.
- Reloads the list.
Export
- Requires at least one row in the filtered list.
- Builds a workbook with one sheet, EmployeeRules, 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 TripEmployeeRules_{date and time}.xlsx, and shows "Exported Successfully". "Error exporting to Excel" is shown if the file cannot be created.