Situation Code Catalog

Overview

A situation code is an identifier that defines the employment status of an employee in the assignment.  For example, a situation code will describe a position and the associated pay along with a start and end date of employment and other required information pertaining to that employee position. A Catalog of Situation Codes gathers together all the valid Situation Codes that can be used when linking an employee and a position. This function is available to search the catalog of situation codes as well as create, modify and delete codes. Situation Codes listed in this function can be combined with others that will be managed and organized in another function called Situation Code Combinations.  Cost Items, which are further explained in various other functions, work closely with the situation code catalog as well. Situation Codes will be retrieved from the catalog here to produce situation code combinations and link them with cost items.

Navigation:  

How to SEARCH:

  1. Enter the information to be used as retrieval criteria in the appropriate field (s). If you prefer to see a list of all Situation Code Catalogs, leave all fields blank.
  2. Click on the Find icon . 

The Situation Code Catalog screen includes the following fields: 

FieldsDefinitions
Active                Active Status - if checked, Situation Code is available
AcronymUsed for reporting and searching purposes. 
DescriptionSituation Code description
LanguageLanguage as chosen.

Create a Situation Code

To CREATE a situation code in the Situation Code Catalog, follow the steps below:

Navigation

By default, you will be in Search Mode.

  1. Click on the New icon .  You will then be in Insert Mode.
  2. Click on the Active, select Language from Drop Down List, enter the Acronym and Description
  • Active:  Active Status - if checked, Situation Code is available
  • Acronym: used for reporting and searching purposes. 
  • Description: Situation Code description
  • Language: Language as chosen.

3. Click on the Lookup icon ,under , click on Find icon  to retrieve the Situation Code Level list, then select the desired ID/Description and click Return or click on the Discard icon  to discard the Situation Code entry and return to the Situation Codes Catalog screen.

4. Click the individual Select Checkbox(es), under  to select and de-select the Situation Code Level (s), as required, or click the Select All icon  or Unselect All  icon, to select or de-select all Situation Code Level (s), if required.

5. Click the Remove icon to remove the selected Situation Code,if required.

6. Repeat steps 3 to 5 for all required Situation Codes.

7. Click on the Save icon  at the bottom to save your new Situation Codes Catalog information.  A window will appear to confirm the new Situation Code Catalog creation.  Click OK to confirm  

Delete a Situation Code

To DELETE a situation code from the Situation Codes Catalog, follow the steps below:

Navigation:   

By default, you will be in Search Mode.

  1. Find the Situation Code you want to Delete
  • Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Situation Codes, leave all fields blank.
  • Click Find .
  • Select the Situation Code you want to Delete.
  1. Click on the Delete icon .
  2. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
  3. Click OK to confirm and delete the Situation Code.
  4. A window will be displayed confirming the Situation Code has been deleted                                                                                                                                                                            
     

To Verify that the Situation Code has been Deleted:

  1. Click on the Search icon
  2. Enter the Situation Code Catalog information in the appropriate field(s).
  3. Click on the Find icon
  4. This window will appear

Modify a Situation Code

To MODIFY a situation code in the Situation Code Catalog, follow the steps below:

Navigation:  

By default, you will be in Search Mode.

  1. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see a list of all Situation Code Catalogs, leave all fields blank.
  2. Click on the Find icon . 
  3. Click on the Situation Code you want to modify.
    You will then be in Update/Delete Mode.
  4. Make the necessary modifications. 
  5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm.