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Description: In In this topic you , the user being reimbursed for mileage will learn how to make a Client Transportation EVV. This article is for employees using Client Transportation. If you are using the DCI mobile App to record punches and you are being reimbursed for mileage, follow the steps in this article below.
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create a client transportation punch.
Client transportation is used to
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track the billable service called
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mileage
If mileage is included in the individual service plan, employees are required to track
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it to be reimbursed for
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miles
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.
Not all programs offer client transportation
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. This is an optional clock in process for programs
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who have enabled it.
*Please note: For For multiple stops, follow the steps for Make a Client Transportation Punch for each stop. If you do not Start Client Transportation and End Client Transportation for each stop, the mileage will be inaccuratecreate a punch for each trip to ensure accurate mileage.
Role Required: Employee (base user)
Permission Required: N/A
Create a Client Transportation Punch
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Open the DCI mobile application
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Log in to
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personal profile
Click
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Clock In
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If
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the
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Continue to
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Clock Out button
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is displayed instead of Clock In, this means the user did not clock out of
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the last shift and
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must complete the clock out process before
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clocking in again.
Complete the Clock In screen
Client
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Service Code - If you have one Service Code only, then this field will be automatically filled out for you. If you have more than one Service Code click on the field and then select your client from the list.
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Cost Center - Cost Center will be filled out automatically. There is no action to take here.
: If there is only one client, the field will auto-populate. If there is more than one client, click the field to select the appropriate client then click OK to confirm.
Service Code: If there is only one service code, the field will auto-populate. If there is more than one service code, click the field to select the appropriate service code then click OK to confirm.
Cost Center: The cost center will auto-populate
Click Continue
Click Start Client Transportation
Click Confirm to
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Click the Continue button.
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Click Start Client Transportation.
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Click Confirm to acknowledge that tracking client transportation may impact battery life
If possible, make sure to have a mobile charge on hand if your battery gets low
NOTE: You may be asked to allow DCI to use the device location as stated previously.
Click Allow Only While Using the App, if prompted
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Click Confirm to allow your device to generate your location
This feature is integrated with Google Maps, so you will see your Google Map location display on the screen
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Click Confirm to validate that the map location is correct
The mileage is now being recorded as you start driving
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Click End when you have arrived at your destination
Ending Client Transportation is a similar process to starting it. You must go through the confirmation steps to confirm your ending location.
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Click Confirm to confirm the ending location
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Click Confirm to allow your device to generate your location
This feature is integrated with Google Maps, so you will see your Google Map location display on the screen
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Click Confirm to validate that the map location is correct and the client transportation process is now complete. You can close or log off of your mobile app.
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Repeat steps 6-13 for each stop
NOTE - If you do not Start Client Transportation and End Client Transportation for each stop, the mileage will be inaccurate.
Client Transportation with Screenshots
Once clocked into a shift, begin Client Transportation using the following steps:
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Click Start Client Transportation.
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acknowledge that tracking client transportation may impact battery life
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If
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NOTE: You may be asked to allow DCI to use the device location as stated previously.
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prompted, click Allow Only While Using the App
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.
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Click Confirm
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to allow
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the device to generate
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the location.
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This feature is integrated with Google Maps,
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which will display on the screen.
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Click Confirm
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to validate
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the
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location
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.
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Mileage is now being recorded as
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driving begins.
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Click End when arrived at
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the destination
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Ending Client Transportation is a similar process to starting it. You must go through the confirmation steps to confirm your ending location.
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Click Confirm to confirm the ending location.
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Click Confirm to allow your device to generate your location.
This feature is integrated with Google Maps, so you will see your Google Map location display on the screen.
Click Confirm to validate the map location
The
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client transportation process is now complete
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.
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Repeat
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the steps for each stop
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.
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