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Description: In this topic, the user will learn how to approve client requests for service. Clients are able to request service for a specific date and time, as well as the preferred employee. Supervisors of the client’s cost center will receive a notification when a new request is submitted
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if messaging templates are enabled.
Role Required: Super User, Supervisor
Permission Required: N/A
View Client Requests
- Log in to
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- DCI
- Click Scheduling on the
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- main menu
- Click Client Requests on the
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- submenu
- The results table will
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- display all client requests for the cost centers
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- for which the user has the supervisor role
- Review the details of the request
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- Client/Program
- Service
- Preferred employee
- Employee claiming shift
- Shift date
- Shift Time
- and take appropriate action:
- Click A
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- to approve the request. The entry will move from pending
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- to published status.
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- Click the blue E to edit the shift time or the requested employee
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- Click the red R to reject the request
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- If messaging templates are enabled, the client/guardian will be notified when
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- the review is complete
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- .
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