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- Log in to personal profile
- Click Home on the main menu
- Click Schedules on the submenu
- Click ActionsÂ
- Select Add New Client Request from thedrop-down menu
- Complete the form wizard
- Day - Select the date when service is requested
- Time - Add the start and end times for the shift
- Service Code - Select the service code from the drop-down menu
- Employee - Type and select the name of the requested employee
- Only eligible employees will populate
- If the employee is unavailable, the coordinator may schedule a different employee.
- Click Save and Yes to confirm
- The request will appear on the schedule in pending status and has been sent to the coordinator for review
- If approved, the shift will appear blue on the schedule.
- If rejected, it will no longer appear, and the coordinator may provide details regarding the rejection.
- If messaging is enabled for the instance, the client may receive a notification when the request has been approved or rejected.
- To cancel the request, please contact the coordinator by right-clicking on the schedule request to send a message.
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