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View, Approve, and Reject Shift Swap Requests

1. Log in to personal profile

2. Click Scheduling on the main menu

3. Click Pending Approvals on the submenu

4. The table will list all shift swap requests for the cost centers in which the user has the supervisor role

5. Review the details of the shift swap in the table including:

1. Client/Program Name

2. Service Code

3. Initial Employee - Employee offering the shift

4. Claimed By - Employee claiming the shift

5. Shift Date

6. Shift Timings - Start and end time of the shift

7. Status - i.e., Claimed

8. Action - Click the A to approve, or the red R to reject the shift swap request.

6. In the Action Column, click A to approve the shift swap or R to reject the shift swap

   1. Both employees will be notified of the review if the message template is enabled

1. Action cannot be taken until an offered shift has been claimed by another employee

2. The entry will change from a yellow offered entry to a light blue published entry

Additional Notes:

• If no one claims an offered shift, it will revert to the original employee’s schedule.

• The schedule is automatically updated and re-published when a shift swap occurs. Supervisors do not need to revise the schedule based on the shift swap.

Client Requests

Clients can request services on a particular day. 

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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 message templates, view additional resources in the help center. The following message templates are available for the Scheduling Module:

• Schedule Published

• Shift Claimed Employee

• Scheduling Notify Failure to Punch

• Schedule Entry Rejected

• Availability Template reached the initial reminder deadline

• Availability Template reached reminder deadline frequency

• Unscheduled Punch

• Scheduling Notify Upcoming Shift Reminder

• Change in Published Schedule

• Offered Shift

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