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1. Log in to personal profile
2. Click Scheduling on the main menu
3. Click Clients on the submenu
4. Search for the client by typing the name in the search filter
5. Click Search 
6. Click anywhere on the client row to open the Client Details page and view the schedule
   1. The default view is a weekly view. To view an hourly view of one day, click the Day button or click the Today button to navigate to today’s schedule. To return to the week view, click the Week button.
      1. Navigate to other weeks by using the arrows or the calendar icon
   2. Service Codes for the client are listed in the column on the left side
      1. There are several numbers listed on each service code. Hover over each to learn more. 
         1. The first number is consumed weekly hours, which is the total of all pending and approved punches for the service code for the week. 
         2. The second number is scheduled weekly hours, which is are the total hours of the saved shifts for the week. 
         3. The third and fourth numbers are the daily maximum and maximum available weekly hours, which are both set on the authorization. A warning will populate if a user attempts to schedule over the maximum available daily or weekly hours.
      2. Hover over the “i” icon to see more authorization details, including the authorization end date and the remaining balance. Schedule entries will be prohibited beyond the end date or that exceed the remaining balance. 
7. There are several tools available to quickly make changes to the schedule 
   1. Click the Trash icon to clear the current schedule
   2. Click the Copy icon to copy the schedule from a previous week
   3. Click the Printer icon to print the schedule
8. Right-click on any schedule entry and select:
   1. View
   2. Edit
   3. Delete

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The employee schedule allows the supervisor to create schedules for miscellaneous 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 account. One to one care is scheduled on the client. Supervisors can view the employee schedule to see all scheduled shifts for the employee’s active service accounts.

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1. Log in to personal profile
2. Click Scheduling on the main menu
3. Click Employees on the submenu
4. Search for the employee by typing the name in the search filter
5. Click Search 
6. Click anywhere on the employee row to open the Employee Details page and view the schedule

7. To create a new schedule, use the calendar or arrow icons to navigate to the desired week, OR click the Actions button and select New Schedule from the drop-down menu to display the next blank week's schedule.

8. To use the same schedule as a the previous week, click the Copy icon.
   1. Select the week to copy from the drop-down and click Ok
   2. Click Yes on the confirmation alert window
9. To create a new schedule shift, click the Blank Cell on the selected day to open the Schedule form wizard.
10. Complete the form wizard
    1. Employee Name - The field will prefill based on the employee selectedService
    2. Code - Prefilled Account Type - The field will prefill based on the service code row the blank cell was account selected
    3. EVV Location - Select from the drop-down
    4. Day - Field will prefill based on the date selected
    5. Start Time - Enter the start time for the shift
    6. End Time - Enter the end time for the shift
    7. Cost Center - The field will prefill    prefill
    8. Reminder - Enter the numeric value (minutes, hours, days, or weeks) in the first field
    9. Reminder Type - Select Minutes, Hours, Days, or Weeks from the drop-down in the second field
11. Click Schedule
    1. Shifts cannot be saved if the employee is already scheduled for a shift
    2. Shifts cannot be scheduled if the authorization has expired
12. Click Save on the confirmation alert window
13. Repeat until the schedule is complete for all services.
    1. Copy entries by dragging and dropping to a new cell and update the schedule form wizard as necessary
    2. Schedule non-client shifts (i.e., PTO, sick, administration)
14. Click Publish
15. Review exceptions and make changes as needed
16. Click Publish on the review exceptions window
    1. The schedule will be visible to the employee once it is published.when published
17. Click Save
18. Changes can be made to the schedule by right-clicking on individual entries
    1. Publish Re-publish the schedule for the employee to see the changes by clicking Publish and Save on the confirmation alert window

View Employee Schedule

1. Log in to your personal profile
2. Click Scheduling on the main menu
3. Click Employees on the submenu
4. Search for the employee by using the filters and click the Search button
5. Select the employee by clicking anywhere in the row of the search table to open the Employee Details page
6. The employee’s current week’s schedule will be shown.
   1. The dates are listed at the top of the schedule.
   2. Each active service account is listed in the far left column. Use the scroll bar to see all accounts if necessary
7. The default view is a weekly view. To view an hourly view of one day, click “Day” or click “Today” to go to today’s schedule. To return to the Week view, click Week.
8. You can easily navigate to other weeks by using the arrows or the calendar icon.
9. Each shift will display start and end time, total hours, and service code, if applicable
   1. Scheduled Shifts (published) will appear in light blue
   2. On Call Shifts (residential and day programs only) will appear in dark blue
   3. Offered Shifts will appear in yellow
   4. My Offered Shifts (shifts you have offered for others to pick up) will appear in light red
   5. Unpublished Change will appear in green
      1. Deleted Unpublished Change will appear in bright red
10. There are several tools available to quickly make changes to your schedule. 
    1. Click the Trash icon to clear the current schedule.
    2. Click the Copy icon to copy the schedule from the previous week.
    3. Click the Printer icon to print the schedule.
11. Right-click on any schedule entry and select:
    1. View: to view details
    2. Edit: to edit the entry
    3. Delete: to deletethe entry

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Message Templates are automated messages and notifications that are sent to DCI users based on specific events or triggers in DCI. Message Templates can only be edited by a Super User. Message Templates are split into two categories messages and notifications. For more information on messagemessages, and templates view additional resources in the help center. The following message templates are available for the Scheduling Module:

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