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Description: In this topic you , the user will learn how to search, view, approve, reject, view, search or export Client Day Program or Group Service Attendanceclient day program or group service attendance for pending entries and all entries by object (client, program or group, or cost center). Day Program and Group Service Attendance program and group service attendance are approved like Employee Punches employee punches.
Role Required: SuperuserSuper User, Supervisor or Employer in the Cost Center where the entry was made
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Day Program - Created by the client or program manager from the Day Program Profile.day program profile
Group Services - Created when an employee selects the client when entering a Group Service group service punch.
For Pending Entries
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Log in to DCI with personal profile
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Sign into your Personal Profile
Click Home on the main menu
Click Pending Entries on the submenu
Use the filters to Search search for a an attendance entry or group of entries and select theclick Search button
The Entries table will update with the results based on the filter criteria entered
In the Entries entries table below the search box, locate the punch for which to take action on.
Click Actions
Select Approve or Reject from the drop-down menu
Click A in the entry row to approve the punch
Clickand Yes
in the confirmation alert windowto confirm OR
Click the red R in the entry row to reject to reject the punch
Clickand Yes
in the confirmation alert windowto confirm
Optionally, click
Click anywhere in the entry row to view the Punch Detail pagepunch detail page and take action:
Click Export to export the entries Export the Entries table to a CSV file, by selecting
Click the
The Entries table will display 30 entries and will show 30 of XX
To load additional entries, scroll downLoad More button to load the next 30 entries
All Entries by Object
Sign into your Personal ProfileLog in to DCI with personal profile
Click Home on the main menu
Click one of the following tabs on the submenu to open the object page:
Clients - shows Shows all entries for a particular client
Use the filters to search for the client and click Search
Click anywhere in the client row to open the Client Details page
Click the Entries tab
Optionally, use the Select Type filter to sort by Attendance and click Search
Click anywhere on the entry row to open the Attendance Detail page
Click Actions
Select Approve or Reject from the drop-down menu
Day Programs or Group Services - Only punches for these programs or services Residential Programs, Day Programs, Group Services, or Parenting Programs - only these types of punches will appear on these pages (excludes punches not made within the program or group i.e., service such as Training, Admin, Hourly, etc.)
Use the filters to search for the program or service and click Search
Click anywhere in the program or service row to open the details page
Click the Entries tab
Optionally, click the Type column header to sort by Attendance entries
Click anywhere on the entry row to open the Attendance Detail page
Click Actions
Select Approve or Reject from the drop-down menu
Cost Centers - Shows Cost Center - shows all entries for a particular cost center
Use the filters to search
Select the row by clicking anywhere in the row of object (employee, client, program or group, or cost center)
The object Details page will open up for you to view
for the cost center and click Search
Click anywhere in the cost center row to open the Cost Center Details page
Click
the Entries tab
Optionally, use the Select Type filter to sort by Attendance and click Search
Click anywhere
on the
entry row
to open the
Attendance Detail page
Click Actions
Select Approve
or Reject from the
drop-down menu
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