Description: In this topic, the user will learn how to use the scheduling module as a client.
This useful tool allows clients to:
View all shifts, for multiple employees and programs.
Request services
Receive notifications when changes are made to the schedule
*Please note: The DCI Scheduling Module is used by some organizations. Please reach out to a coordinator with questions.
Role Required: Client
Permission Required: N/A
Contents:
View Schedule - Web Portal
The schedule can be viewed when published.
- Log in to personal profile
- Click Home on the main menu
- Click Schedules on the submenu
- View the schedule under the Your Schedule tab
Schedule Details
- The scheduling module displays the current week’s schedule listed by employee and/or program for all active service accounts
- To view a different week, use the arrows or the calendar icon.
- View the schedule for Today, by day, or by week.
- To see a detailed view of the current day’s scheduled shifts, click the Today button.
- Each shift will display the start and end time, total hours, and service provided.
- Scheduled Shifts (published) will appear in light blue
- Offered Shifts will appear in yellow
- Requested Shifts will appear in orange
- Click the Printer icon to print the schedule in a calendar or list format
View Schedule - Mobile App
The schedule can be viewed when published.
- Log in to personal profile
- Click the Menu icon (hamburger menu) in the upper left corner
- Click Schedules on the menu
- View the schedule by day or by week
Request Services
Clients can request services on a particular day.
- Log in to personal profile
- Click Home on the main menu
- Click Schedules on the submenu
- Click Actions
- Select Add New Client Request from the drop-down menu
- Complete the form wizard
- Day - Select the date when service is requested
- Time - Add the start and end times for the shift
- Service Code - Select the service code from the drop-down menu
- Employee - Type and select the name of the requested employee
- Only eligible employees will populate
- If the employee is unavailable, the coordinator may schedule a different employee.
- Click Save and Yes to confirm
- The request will appear on the schedule in pending status and has been sent to the coordinator for review
- If approved, the shift will appear blue on the schedule.
- If rejected, it will no longer appear, and the coordinator may provide details regarding the rejection.
- If messaging is enabled for the instance, the client may receive a notification when the request has been approved or rejected.
- To cancel the request, please contact the coordinator by right-clicking on the schedule request to send a message.
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