Parent Topic

Set Up Transaction Definitions

The Transaction Definition screen stores the transaction sources used in the system and their corresponding prompts. The sources include Quick Badge, badge readers, and TimeCall. The prompts are the fields that employees see when they enter transactions from these sources.

While the transaction sources may already be set up in your system, they may not include the prompts needed to add grant or project codes to a transaction.

Since a set of Transaction Definitions are currently being used by your employees, you cannot make changes to active definitions. You must replicate (copy) an existing Transaction Definition, add the grant or project code prompt, and then set it to active. Once you set it to active, the system inactivates the one it replaces.

Quick Badge

Quick Badge allows employees to quickly enter clocking information into the Time and Attendance system. To add a grant or project prompt to the Quick Badge Transaction Definitions, complete the following steps.

  1. Navigate to Configuration section > System card > Transaction Definition screen.
  2. On the Transaction Definition search screen, click in the Application Code field and then select QUICKBADGE from the Field Look Up Values.
  3. In the Status field, select Current.
  4. Click Search and then open the current Quick Badge record.
  5. Under the Transaction Definition Actions, click Replicate.
  6. Under Transaction Definition Sections, click Prompt Definition.
  7. Under Prompt Definition Actions, click Add.
  8. Enter the desired information for the grant or project prompts.

    Number - indicates the position of the prompt in the series of prompts. In the previous image, the grant code prompt will be the 14th prompt on the Quick Badge screen.

    Required - indicates whether the prompt requires a selection

    Name - the code identifying this prompt

    Display Delay - the number of seconds the prompt appears for before the next prompt appears (does not apply to Quick Badge while using the Time and Attendance system)

    Maximum Length - the maximum number of characters that an employee can enter in the prompt

    This value should be the same as the length of the value in the Number field on the grant or project record setup screen.

    Prompt Definition Category - select Grant or Project

    Minimum and Maximum Value fields - the lowest and highest values accepted in the prompt

    Display Text - the text of the prompt that the employee sees

  9. Under the Transaction Definition Sections, click General.
  10. Change the name of the record in the Name field.
  11. If you are ready to make this record the current (active) record, change the Status field to Current.

    You can leave the Status field set to Design and then return to this record at a later time to change it to Current.

    Design - the record is saved but not yet active

    Current - the active record that is currently in use

    Historical - an inactive record being maintained for historical purposes

  12. Click Save.

Badge Reader

Badge readers allow employees to enter clocking information at specified input devices around your facility. To add a grant or project prompt to the badge reader Transaction Definitions, complete the following steps.

  1. Navigate to Configuration section > System card > Transaction Definition screen.
  2. On the Transaction Definition search screen, click in the Application Code field and then select the appropriate badge reader type, such as EIS EMULATION or TA20, from the Field Look Up Values.
  3. In the Transaction Category field, select Clocking and in the Status field, select Current.
  4. Click Search and then open the current badge reader record.
  5. Under the Transaction Definition Actions, click Replicate.
  6. Under Transaction Definition Sections, click Prompt Definition.
  7. Under Prompt Definition Actions, click Add.
  8. Enter the desired information for the grant or project prompts.

    For more information, see the image and field definitions from the previous Quick Badge section.

  9. Under the Transaction Definition Sections, click General.
  10. Change the name of the record in the Name field.
  11. If you are ready to make this record the current (active) record, change the Status field to Current.

    You can leave the Status field set to Design and then return to this record at a later time to change it to Current.

  12. Click Save.

Once you update the Transaction Definitions in Time and Attendance, you need to force the badge readers to retrieve the updated definitions in order to display them on the readers' screens. To do this, complete the following steps.

These steps will need to be done by a System Administrator or a member of your IT department.

  1. Log on to your Device Manager.
  2. Under Software Management, select the appropriate type of badge reader, such as EIS or TA.

    A list of readers appears in the Device List column.

  3. Select a badge reader from the list.

    You can select multiple readers or all readers at one time by using CTRL-click or SHIFT-click.

  4. On the Commands tab, click Set Prompts.
  5. In the dialog, click Upload Prompts.

    Monitor the Device Status area as you update the badge readers.

TimeCall

TimeCall allows employees to enter clocking information via the phone. To add a grant or project prompt to the TimeCall Transaction Definitions, complete the following steps.

  1. Navigate to Configuration section > System card > Transaction Definition screen.
  2. On the Transaction Definition search screen, click in the Application Code field and then select TC from the Field Look Up Values.
  3. In the Transaction Category field, select Clocking and in the Status field, select Current.
  4. Click Search and then open the current TimeCall record.
  5. Under the Transaction Definition Actions, click Replicate.
  6. Under Transaction Definition Sections, click Prompt Definition.
  7. Under Prompt Definition Actions, click Add.
  8. Enter the desired information for the grant or project prompts.

    For more information, see the image and field definitions from the previous Quick Badge section.

  9. Under the Transaction Definition Sections, click General.
  10. Change the name of the record in the Name field.
  11. If you are ready to make this record the current (active) record, change the Status field to Current.

    You can leave the Status field set to Design and then return to this record at a later time to change it to Current.

  12. Click Save.

Once you update the Transaction Definitions in Time and Attendance, you need to force TimeCall to retrieve the updated definitions. To do this, complete the following steps.

These steps will need to be done by a System Administrator or a member of your IT department.

  1. Stop and restart the TimeCall services.
  2. Stop and restart the Voice Elements server.