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

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