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Approve Client Requests - Video
, as well as the preferred employee. Supervisors of the client’s cost center will receive a notification when a new request is submitted if messaging templates are enabled. Role Required: Super User, Supervisor Permission Required: N/A View Client Requests Log in to DCI Click Scheduling on the main menu ClickClient Request for Services - Video
employee’s name and select it from the drop-down Please note: If the employee is unavailable, the supervisor may schedule an alternative employee. Click Save and Yes to confirm The request will appear on the schedule in orange as a requested shift and has been sent to the supervisor for review The client will receiveGuardian Request for Client Services - Video
Complete the form wizard. Select the date, start time, end time, service, and preferred employee. Click Save. If the employee is unavailable, the supervisor … to the supervisor for review. If messaging is enabled, a notification will be sent when this review is complete. If the request is approved, the shift will appear in blueAuthorizations - Overview
, and Daily Max to 0. The user profiles client, guardian, supervisor, employer, caseworker, and super user can view the authorizations widget for accounts to which … Required: Super User, Supervisor, Employer, Client, Guardian, or Case Worker. Employee (base user) with "display auth widget enabled" setting enabled. OR PermissionView and Create Employee Schedules - Video
Description: In this topic, the user will learn how to create and view employee schedules. The supervisor creates schedules for all account types including Administration, Training, and Drive. It is available to all supervisors who are linked to the employee via a default cost center or an active service accountService Accounts - Client Service Accounts - Create, View, Edit, or Deactivate
are not required for hourly services. *Please note: This task requires a supervisor role in the same cost center as the client. If the client has a home cost center for which the supervisor does not have a supervisor role, the home cost center supervisor must create the service account from the client details page. Role RequiredPhone EVV - Admin
by object for Supervisor, Employer Permission Required: Varies by object for Funding Source Admin, Client Admin Prompts & Examples The system is enabled … are unable to locate your employee record. Please contact your supervisor.” Exceeded Attempts – “You have exceeded the number of attempts allowed.” DateAdd or Edit a Punch for an Employee
Description: In this topic, the user will learn how to add or edit employee punches for those they supervise. The best practice is for employees to enter and edit their own punches, however, there are some situations that require the assistance of a supervisor (i.e., missed punches for Residential or Day ProgramsWhat does Auto Approval mean in DCI?
. Auto approval is when the time entry meets the criteria determined by the organization, and a supervisor or employer does not need to approve it. Any time entries that do not meet the criteria would remain in a pending status for review by the supervisor or employer If an entry's funding source hasClient Guide
their signature. This will be reviewed by the program supervisor and compared to the signature the client provided when their profile was created. Picture - Employee uses … on the client profile. If facial recognition is not enabled, the picture will be reviewed by the program supervisor. FOB - Employee uses the FOB located