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How are exception codes maintained?

Exception codes are used in Optimum to indicate that an exception has occurred – an exception being an event not planned for by an employee’s regular roster or work pattern, such as clocking in late, working overtime, or taking holidays.

This screen allows the System Administrator to maintain exception codes and their descriptions.

There is no limit to the number of exception codes that can be sent up.

How do I create a new exception code?

  1. Select Exceptions from the menu.

  2. Click New.

  3. Enter a unique code for the exception. This can be up to 6 characters, and can include letters and numbers.

  4. Enter a description for the exception. This can be up to 30 characters.

  5. Click Save.

How do I edit an existing exception code?

Only the description associated with an exception code can be changed.

  1. Select Exceptions from the menu.

  2. On the left hand side of the screen, select the exception code to be edited.

  3. Make the necessary changes to the description.

  4. Click Save.

How do I delete an existing exception code?

An exception coded can only be deleted if there are no analysis codes using it.

  1. Select Exceptions from the menu.

    Existing exception codes are listed on the left-hand side of the screen, in the Exception Codes box.

  2. On the left hand side of the screen, select the exception code to be deleted.

  3. Click Delete.

  4. You are asked to confirm that you want to delete the category. Click Yes if you want to continue with the deletion. Otherwise, click No.

     

    If there are no analysis codes using the category, it is deleted. You will see a green confirmation message, and the code is no longer displayed in the Exception Code box on the left-hand side of the screen.

     

    If there are analysis codes using the category, it is not deleted. You will see a red message telling you that the code is being used by an analysis code.

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