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May 2024 Release Notes
%2F8KrOzq7ZWNDVsIzAVwAUk%3D&reserved=0 Import Formats - Admin Guide … 1 (hard stop) Enable Business Rules Role Required: Super User Permission Required: Funding Source Admin Log in with personal profile Select SettingsMarch 2024 Release Notes
in sequential order Resources: System Set-Up - Admin Guide … Formats - Admin GuideClient Guide.pdf
when they need to, even if an admin user has not had a chance to create the service account yet. New Vendor Request (FI Mode Only) Submitting a new vendorReports Guide.pdf
is dependent upon role or permission. Roles Required: Super User, Supervisor, Employer, Case Worker Permissions Required: Report Admin Contents RunMessage Templates - Quick Reference
. 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 CertificationUnlock an Employee or Client Profile
the user can access the system again. Role Required: Super User, Supervisor, Employer Permission Required: Client Admin, Employee Admin Unlock an EmployeePay - Pay Rates
date for a current pay rate will auto-populate when a new pay rate is added. Role Required: Super User, Supervisor Permission Required: Funding Source Admin, Import Admin Create Pay Rate Log in to profile Select Settings from the main menu Select Custom Drop Down from the submenu Click ActionsAuthorization - Manage Remaining Balances
Permission Required: Authorization Admin, Import Admin Search, View, Edit, and Export Authorization Balance Adjustment Reasons Log in to profile Select … , and authorization approvals, can be mass imported. To learn how to import authorizations, see the Admin Guide - Import Module article in the Help Center. Related articlesResidential and Parenting Programs - Absence Entries
Required: Super User, Supervisor Permission Required: Residential Program Admin, Parenting Program Admin Create an Absence Entry Log in to personal profile … to import dates with absence entries. See the section entitled Residential Program Entries in the SP (or FI) Admin Guide: Import Formats article for detailsDCI Help Center
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