Current status

Batch 5 hygiene note, 2026-05-17: Superseded historical Work Comp recommendation. Later work-comp treatment deployment and screenshot follow-up records carry the implementation status. Keep this page for the original live-read recommendation and PTO logic rationale, not as the active blocker. Indexed in the SAIL Knowledge Base Hygiene Hub - 2026-05-12.

Session Export

Date: 2026-05-12

Org checked: LITIFY_ORG production, Sam Aguiar Injury Lawyers.

Reason for session ending: live review and recommendation complete; live configuration changes are pending Sam approval.

Importance: High.

Task status: Pending decision, no live changes made.

Summary of Work Done

Reviewed the live Salesforce Time_Off_Request__c configuration for how to enter time away for work comp treatment without counting it as PTO. Confirmed LITIFY_ORG is connected and queried live object fields, active validation rules, active flow versions, current 2026 records, rollup metadata, and the active New_Time_Off_Request flow.

Key live findings:

• Active validation rules on Time_Off_Request__c are Leave_Type_Required_For_Request, Other_Leave_Details_Required, and PTO_Quarter_Day_Only.
• PTO_Quarter_Day_Only only blocks blank, zero, or invalid increments when Leave_Type__c = PTO. It does not block zero for non-PTO leave types.
• Leave_Type__c currently has PTO, Unpaid Time Off, and Other.
• Active New_Time_Off_Request flow is version 48. It calculates Required_PTO__c as 0 whenever Leave_Type is not PTO, while still recording the requested dates and times.
• Employee__c.PTO_Used_YTD__c is a rollup summary of Required_PTO__c for Approved current-year requests. Since the flow sets Required_PTO__c to 0 for non-PTO leave, the current flow path avoids PTO deduction. The rollup is still structurally fragile if a non-PTO record is manually entered with a positive Required_PTO__c.
• The current flow presents only PTO, Unpaid Time Off, and Other. There is no dedicated Work Comp / Workers' Compensation Treatment option.

Recommendation

Immediate operational path: use the existing New Time Off Request flow, select Leave Type = Other, enter Other Leave Details = Work comp treatment, and enter the actual date/time away for treatment. The live flow should store Required_PTO__c = 0 for that record, so it will not consume PTO, while the dates/times remain visible for tracking.

Durable Salesforce improvement: add a distinct Leave_Type__c value named Workers' Compensation Treatment, update the New_Time_Off_Request flow choice list and summary display to show it, add a work-comp treatment report or dashboard view, and harden PTO rollups/formulas so only Leave Type = PTO contributes to PTO usage even if records are created outside the flow. This keeps work comp treatment visible, reportable, and separate from PTO and generic Other leave.