Description: In this topic, the user will learn how to enable the authorizations widget for employees (base user). The authorizations widget is located on the dashboard and allows the user to search by client (required filter) to view approved authorizations in the past, present, or future. Optionally, use both the client and date filter in conjunction to search for approved authorizations. The date filter allows the user to search by service date in the past, present, or future and will return approved authorizations.

*Please note: Employees (base users) will only be able to view the authorizations widget on their dashboard when one or more active service account(s) has the setting "display auth widget enabled." The authorizations widget will display all approved authorizations for associated clients, for which the user has an active service account, and the setting "display auth widget" is enabled. The display auth widget setting is only available for the account types hourly and client transportation.

Role Required: Super User, Supervisor

Permission Required: N/A

Authorizations Widget Displays the Following Details from the Authorization:

      • Service Code

      • Start Date

      • End Date

      • Initial Balance

      • Remaining Balance

      • Pre Authorizations Holds

      • Current Available Balance

      • Monthly Max

      • Weekly Max

      • Daily Max

Enable Authorizations Widget on New Service Account

  1. Log in to DCI

  2. Click Home on the main menu

  3. Click Employees on the submenu

  4. Search for the employee by typing the name in the Type Employee Name filter and selecting the name when it appears

  5. Click Search

  6. Select the employee from the table by clicking anywhere in the row

  7. The Employee Details page will open

  8. Click the Actions button

  9. Select New Service Account from the actions drop-down

  10. Complete the form wizard

    1. Display Auth Widget field - Select the checkbox to enable (a blue checkmark will display if the setting is enabled)

      1. The setting is only available for account types hourly and client transportation

  11. Click Save and Yes to confirm

Enable Authorizations Widget on Active Service Account

  1. Log in to DCI

  2. Click Home on the main menu

  3. Click Employees on the submenu

  4. Search for the employee by typing the name in the Type Employee Name filter and selecting the name when it appears

  5. Click Search

  6. Select the employee from the table by clicking anywhere in the row

  7. The Employee Details page will open

  8. Scroll down and click on the Accounts tab

  9. Select the account by clicking anywhere in the row

  10. The Accounts Details page will open and display account details

  11. Click the Actions button

  12. Select Edit Account from the actions drop-down

  13. Edit Service Account form wizard will open

    1. Edit Display Auth Widget field - Select the checkbox to enable (a blue checkmark will display if the setting is enabled)

      1. The setting is only available for account types hourly and client transportation

  14. Click Save and Yes to confirm

View Display Auth Widget Setting on Service Account

  1. Log in to DCI

  2. Click Home on the main menu

  3. Click Employees on the submenu

  4. Search for the employee by typing the name in Type Employee Name and selecting the name when it appears

  5. Click Search

  6. Select the employee from the table by clicking anywhere in the row

  7. The Employee Details page will open

  8. Scroll down and click on the Accounts tab

  9. Select the account by clicking anywhere in the row

  10. The Accounts Details page will open and display account details

  11. In the Account Details widget view the setting Display Auth Widget

    1. Yes = Authorizations Widget is enabled

    2. No = Authorizations Widget is disabled