OR PTC DCI Web Portal Overview
Walk through of creating a payroll batch using the Punch Entries Report
How to guide on finding and downloading reports.
Guide on pending time entries management.
How to update the password, PIN, security questions, email, phone number and username in OR PTC DCI.
How-to Guide on updating User Profiles in OR PTC DCI.
Informational Guide about Funding Accounts, Service Accounts, and Authorization Management.
Step-by-step training video for Staff on how to use OR PTC DCI.
Provider and Consumer Materials
Catalog containing all of the Provider learning materials and resources.
This is a video recording of the Provider Orientation Session where each method of time entry is explained in depth with step-by-step instructions on how to use each Method.
Catalog containing all of the Consumer/Consumer Employer Representative learning materials and resources.
|Provider and Consumer Resource Guide||A list of resources available to support Providers and Consumers.|
Quick Reference Guides (QRGs)
Step-by-step process to submit a request to the PTC Support team.
Guide on what each red eye pending entry means, and the actions needed to remedy the pending entry.
Chart showing the conversion of minutes to decimal hours.
Step-by-step instructions on how to update an authorization in OR PTC DCI.
Walkthrough for State Staff to correct a punch entry that is in “Approved” status.
Walkthrough for State Staff to correct a punch entry that is in “Processed” status.
This guide provides instructions for staff on what actions to take in OR PTC DCI after a consumer passes away to ensure their account is properly closed.
This Quick Reference Guide covers the different time entry statuses that a time entry can have in OR PTC DCI, and what actions a staff member or provider can take for each status.
List of PTC Error in DHR and what they mean.
List of Business Rules enabled in OR PTC DCI.
Step-by-step guide on how to add notes to a Provider’s Profile in OR PTC DCI.
Guide providing tips and reminders for what staff need to look for to maintain and correct time entries in OR PTC DCI.
Guide outlining situations and associated business processes needed to keep information consistent between OR PTC DCI and legacy systems.
Step-by-step guide on how to import Excel Sheets into Google Drive
Step-by-step guide showing where to find a Provider’s UniID in DHR.
Step-by-step instructions on how to download and format batch reports using Excel.
Step-by-step instructions on how to download the Payroll Batch Details Report into Excel.
How to use the offline feature in the mobile app.
How to create a real-time punch as well as the available OR PTC DCI Landline numbers to call.
Step-by-step reference guide on how to uninstall and reinstall the OR PTC DCI mobile app from an Apple smart device.
Step-by-step instructions on clearing the DCI App Data (cache) on any Android device.
Outline the steps required to successfully link a Consumer to a fob in the Local Office. These steps assume the local office has a fob stored locally.
Outline the steps required to successfully unlink a Consumer to a fob in the Local Office.
|Generating the Punch Entry Authorization Violation Report||Generate this report to view all pending entries that are over authorized hours.|
|Staff Resource Guide||A list including all available support resources for Staff.|
Hands on step-by-step how to change a password when it has been forgotten.
Hands on walkthrough of changing a user’s personal settings.
This process is for if the number of hours between two Providers must change permanently. For example: If a consumer is authorized 40 hours and HCW A has 25 hours but they quit, so you need to lower their hours to zero and increase HCW B’s hours to 40.
This process is for if a number of hours between two Providers much change temporarily. For example: If HCW A is on vacation and HCW B must cover those hours.
Process for if a change in the authorization is needed, including a change in mileage or hours, ending the authorization early, etc.
|1.1.5 Relinking a Provider and Consumer||Process used when a Provider begins working for a Consumer they previously had stopped working for.|
Process used to add a new Provider.
Process used when a Provider's status must be updated.
|1.2.3 Update Provider Information||Process used when you have to update information on a Provider's account.|
|1.2.4 Provider Number Reinstated||Process used when a previously terminated Provider's Provider Number has been reinstated.|
Process used to add Consumer information.
Process used to update Consumer information.
Process used to transfer a Consumer to a new branch.
|1.3.4. Return or Request a Fob in the Local Office||Process used when a Consumer requests a fob or returns a fob.|
Process used to add/remove Consumer Employer Representative.
Process used to update Consumer Employer information.
Create a Consumer Employer Representative Account.
Process to unlock an account.
Process to add or update branch information.
This process includes confirming the option they have chosen, confirming the landline, set up with the fob, set up telephony historical time entry (Consumer needs PIN), set up phone EVV, etc.
Business process needed for retroactive increased weekly cap hours.
Pended Entries Management where an entry pends due to the going over the authorized hours.
Process for if a Provider, State Staff Member, or Consumer notices a mistake in a punch entry after the Consumer has approved the entry (meaning the Provider cannot edit the entry in OR PTC DCI).
|2.3.0 Entries Claimed After 365 Days||Process that details what a staff user should do to assist a Provider in submitting time entries that are older than 365 days.|
Process to follow when a Provider is terminated, an authorization ends, or their credentials expire. This process should be basically the same as it is in the current system with the addition of updating OR PTC DCI.
Process to follow when a Consumer passes away.
The process for working the pend queue on a daily basis. The purpose is to either approve or reject time entries that have failed a business rule and resolving the issues that caused them to pend.
This is the process for entering time from OR PTC DCI into Mainframe.
How to process under and over payments.
The process for handling cases that have multiple Providers who have varying hours every pay period.
New User Forms
Form to request the addition of a new State User, modify the access of a current State User, or deactivate a State User.
Form to request the addition of a new Consumer/Provider combination or to deactivate a Consumer/Provider.
Form to request the addition or deactivation of a Consumer Employer Representative.