Description: In this topic the user will learn about message templates, view a comprehensive list of all available message templates within DCI, and understand conditions for notifications to be sent. Message templates automate end user notifications and can be customized for the organization. Super users can activate message templates and determine which user roles will receive messages.
Roles Required: Super User
Permissions Required: N/A
Available Message Templates
Punch Created: A new punch is created (occurs when user saves a non-true clock in/out punch or when a user clicks Clock In on a true clock in/out punch)
Punch Updated: User clocks out of a true clock in/out punch
Compensate Punch Created: An approved punch is canceled or edited. Compensate punch means that an off-setting punch was created to cancel out the original, approved punch.
Punch Verified: An employee verifies an unverified punch (a punch entered on behalf of the employee by a supervisor)
Portal SignOff Override: A punch requiring EVV is approved without EVV
Punch Approved: A new punch is approved
Punch Canceled: An approved punch is canceled
Punch Rejected: A pending punch is rejected
User Locked Out: A profile is locked due to entering the incorrect password three times in a row
Reset Password: A profile's password was reset by an administrator
Changed Password: A profile password is changed
User Unlocked: A profile is unlocked after being locked
Processed: Payroll or billing batch has finished processing
Approved: Payroll or billing batch has finished approval process
Pay Rate Refreshed: The PayRate refresh process on a payroll batch has completed
Portal Signoff: Client signoff is completed on a punch
Signoff Rejected: Client or Guardian rejects sign off on a punch
Reconciliation Failed: Payroll or billing batch reconciliation failed
Bill Rate Refreshed: The bill rate refresh process on a billing batch has completed
Pin Changed: A profile pin is changed
Pin Added: A profile pin is added for the first time
Authorization Related Business Rule Violation: A punch entry violates a business rule relating to an authorization
Approved Authorization Related Business Rule Violation: A punch entry that violates a business rule relating to an authorization is approved
Exceed Daily Limit: A punch that exceeds the daily max set on the authorization is created
Approved Excess of Daily Limit: A punch that exceeds the daily max set on the authorization is approved
User Changed Email: User updates their own email address. Applicable to employee, client, guardian, and case worker profiles.
Admin Changed Email: The owner of the email address receives a notification that the email was changed by an admin (admin email via edit profile wizard or import)
Profile Certification Created: A new profile certification is created
Profile Certification Edited: A profile certification is edited
Profile Certification Expired: A profile certification expires
Account Inactive: A service account is deactivated due to the employee not having the required certifications
Certification reached initial reminder deadline: The first reminder that a certification is going to expire
Certification reached reminder deadline frequency: Set reminders that a certification is going to expire
Schedule Published: A schedule is published
Day Program Out Of Ratio: The number of employees clocked in at a day program does not match the number of required employees based on the published Day Program schedule
Shift Claimed Employee: An offered shift is claimed by another employee
Scheduling Notify Failure To Punch: An employee has not clocked in for scheduled True Clock In/Out shift (Day Program, Residential Program)
Schedule Entry Rejected: A schedule entry is rejected due to a profile certification expiring and the employee being out of compliance
Profile Certification Rejected: A profile certification is rejected
Availability Template reached initial reminder deadline: The first reminder that an availability template is going to expire
Availability Template reached reminder deadline frequency: Set reminders that an availability template is going to expire
Punch Auto Approved: A punch is auto approved by the system
Punch Auto Approve Failed: A punch fails auto approval due to creating overtime, going over authorization, or missing EVV (if EVV is required).
Grace Period Expired: The grace period of a service account expires
Training System Student Registration Failure: The system is unable to register a profile with the Training Player
Business Rule Validation Succeeded: All enabled business rules succeeded
Business Rule Validation Failed: At least one enabled business rule failed
Business Rule Executed: Business rules were executed on a punch
Net Pay Reconciliation Process Completed: For Dollar Based Auths, the Net of Pay Reconciliation Process completed, and the billable amount is updated on the funding account entry.
Secure Token Validation Success: EVV FOB succeeded (token entered for start and end time are correct)
Secure Token Validation Failure: EVV FOB failed (token entered for start and/or end time is incorrect)
Client Phone line Validation Success: EVV Phone succeeded (punch was entered from the correct phone number)
Client Phone Line Validation Failure: EVV Phone failure (employee attempted to enter punch from the incorrect phone number)
Client Electronic Approval Success: Client has approved the punch
DriveGeo Punch Out Tolerance: The difference between the duration of a Drive punch entered via Mobile App and the expected duration for the distance traveled is greater than the tolerance set in the system
EVV Verification failed: An EVV verification failed (such as incorrect password/PIN entered)
InHomeOnly Validation failure: A punch for a service code that is In Home Only was entered too far away from the client's address based on the tolerance set in the system
Employee Net Negative Hours: The Net Total of employee punches in a payroll batch is negative. Only sent when the Net Negative Hours Payroll Batch Validation is enabled.
Exception Batch Created: An exception batch is created (payroll or billing)
OT Check Insufficient Balance: Dollar based punches are processed in a payroll batch as overtime. There is not enough remaining balance on the authorization to cover the OT rate.
Import Completed: An import completed with no failed rows
Import Failed: An import completed with at least one failed row
Authorization Management System Authentication Failure: During screen scraping, the system was unable to log in to the authorization management system due to an incorrect username or password.
EVV Facial Verification Failed: Facial recognition failed to meet the minimum threshold when compared against the client profile picture
Username Changed: A user changed their username
OT Check Insufficient Daily Max: Dollar based punches are processed in a payroll batch as overtime. There is not enough remaining in the daily max for the authorization to cover the OT rate.
Unverified Punch Created: A user added a punch on behalf of an employee or edited an existing punch, resulting in an unverified punch.
Employee Self Registration: An employee self-registered
New Vendor Request: (FI Mode Only) Authorized user has requested a new vendor profile be added in order to process invoices
Critical Service Gap: The employee does not clock in within the established timeframe for a scheduled shift marked as critical
Unauthorized Access Tolerance Exceeded: A user attempted to access an unauthorized page beyond the tolerance set for the customer's instance
Unscheduled Punch: An employee created a punch that is not on the schedule
Scheduling Notify Upcoming Shift Reminder: If a schedule reminder is set on a scheduled shift, this message template must also be enabled in order for the employee to receive the reminder.
Geofence Rejection: Geofencing is enabled and a punch is created outside the approved radius of the selected EVV location
Past Due Care Notes: Care management module must be enabled. Notifies of punches with overdue care notes.
Pending Care Notes: Care management module must be enabled. Notifies of punches with care notes pending.
Low Goal Outcome: Care management module must be enabled. Notifies of goals not being met.
Refresh Billable Amount Process Complete: The refresh billable amount process in the billing module is complete
Vendor Payment Entry Rejected: (FI Mode Only) Vendor payment entry is rejected
Change In Published Schedule: Published schedule is changed
Import Started: Import has started
EDI Generation Error: Error during the generation of an EDI file
EDI Generated: EDI file is generated
EDI Transmission Error: Transmission error when transmitting an EDI file
EDI Transmitted: EDI file is successfully transmitted
EDI Transmission ACK File Received: EDI transmission ACK file is received
EDI Response File Received: EDI response file is received
EDI Response File Error: Error in the transmission of an EDI response file
EDI Transmission ACK File Error: Error in the transmission of an EDI transmission ACK file
Offered Shift: A shift has been offered by an employee. This message will only be sent to employees who have an account for the shift being offered.
Offline Punch Synchronized: Informs the employee that their offline punch has been successfully synchronized
Authorization Expiration Date Business Rule Violation: Punch violated the Authorization Expiration Date Business Rule
EDI File(s) Received: 835 file received