Add a Grant or Project Record

To begin, you need to add a grant or project record to the system. This can be done manually, as described in this section of the guide, or by a download.

If you store grant or project details in another system, you may decide to download the details into Time and Attendance. For assistance, contact API Healthcare Workforce Management Client Support by creating a case on Client Connections.

To add a grant or project record, complete the following steps.

1. Navigate to Configuration section > Grant & Project Tracking card > Grant (or Project) screen.
2. Under Actions, click Add.

   The add record screen appears.

3. Complete the desired fields and then click Save.
   • Code - the short name or abbreviation for the record
   • Number - a unique number for the record

     This number is entered at the badge readers when entering clockings.

   • Description - the full name for the record
   • Start Date - the date the grant or project goes into effect
   • End Date - the date the grant or project is no longer in effect

     If an employee clocks before or after a grant or project is active, an exception occurs and an exception message appears on the employee's TCS screen.

   • Organization Unit - the unit that the grant or project applies to. Select the appropriate unit from the Field Look Up Values.