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Description: In this topic you , the user will learn how to create , edit a guardian profile and link a Guardian Profileit to a client, or view, edit, or deactivate the guardian profile. Guardian profiles allow a user to be linked to multiple clients to perform client sign-off and view client schedules.
Role Required: SuperuserSuper User
Permission Required: Client Admin
Required Entities Before Creation:
- Cost Center
- Funding Source
- Client Profile
Create Guardian Profile
- Log in to your personal profileinto DCI
- Click Home Select the Home tab on the main menu
- Click Guardians on the submenu
- Click the Actionsbutton
- Select Add New Guardianfrom the actions dropdown. Complete the the form wizard.
- On the Basic Demographics tab:
- First Name (required)
- Last Name (required)
- Address (required)
- Time Zone (optional):
- Select from drop-down
- Phone (required)
- Alternate Phone (optional)
- Mobile Number (optional): Allows Entering a mobile number will allow the guardian to receive text notifications if they verify their after the mobile number has been verified
- Email (required): Must The guardian email must be unique from the client(s) email address
- On the Basic Demographics tab:
- Select Save
- Select Yes in the confirmation alert window
View, Edit or Deactivate Guardian Profile
- Cost Center (required)
- **Profile Reference (optional)
- Click Next
- Authentication Information tab:
- Username (required)
- Password (required)
- Confirm Password (required)
- Pin (required)
- Status (required): Defaults to active. Select disabled if the guardian is no longer active. Select locked to temporarily prevent the guardian from logging in.
- Click Next
- Review Summary tab
- Click Save to continue and Yes to confirm
- Log in to your personal profile
- Select the Home tab on the main menu
- Click Guardians on the submenu
- Search for the guardian in the search box using the filters and select Search
- The search results will be displayed below the search box, select the guardian row by clicking any where in the row
- The Guardian Details page will open up and you can view all details for the guardian profile
- Select the Actions button
- Select Edit Guardian from the actions dropdown
- View and make edits in the Edit Guardian form wizard
- To deactivate the guardian profile, change status to Inactive on the basic demographics tab
- Click Save
- Select Yes in the confirmation alert window
Link a Guardian Profile to a Client Profile
Guardians can be linked to clients when the New Client Profile new client profile is created, in the form wizard on the Client Information tab.
- Login to your personal profileLog in to DCI
- Select the Home tab on the main menu
- Click Clients on the Sub Menusubmenu
- Use the filters to find the desired client.Enter the client's name in the filter and click Search
- Click anywhere in the results client row to open the Client Profile Details Page.page
- Click Actions button Actions
- Click Select Edit Client from the actions dropdowndrop-down menu
- In the form wizard, select the Client Information tab.
- Begin typing the guardian’s name in the Guardian Fieldfield and select the guardian's name when it appears
- Select Save
- Click Save and Yes to confirm
View, Edit, or Deactivate Guardian Profile
- Log in to DCI
- Click Home on the main menu
- Click Guardians on the submenu
- Enter the guardian's name in the filter and click Search
- Click anywhere in the guardian row to open the Guardian Details page
- Click Actions
- Select Edit Guardian from the drop-down menu
- View and make edits in the Edit Guardian form wizard
- To deactivate the guardian profile, change the status to Inactive on the basic demographics tab.
- Click Save and Yes to confirmSelect Yes in the confirmation alert window
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