...
Description: In this topic, the user will learn how to request services on behalf of their client.
Role Required: Guardian
Permission Required: N/A
Request Service
- Click Clients on the submenu
If you would like to receive services on a particular day, you can submit a request for services using DCI. To do so:
...
- Select the client from the table
...
- Click the Schedule tab
...
- Click Actions
- Select New Request from the drop-down menu
...
- Complete the
...
- form wizard. Select the date, start time, end time, service, and preferred employee
...
- .
- If the employee is unavailable,
...
- the supervisor may schedule a different employee.
- Add
...
- notes for the request, if needed.
- The request will appear on the schedule as pending and has been sent to
...
- the supervisor for review.
...
- If messaging is enabled, a notification will be sent when this review is complete.
- If the request is approved, the shift will appear in blue on the schedule.
- If it is rejected, it will no longer appear and
...
- the supervisor will provide
...
- details as to why it was rejected.
...
- To cancel the request, please contact
...
- the supervisor.
Click the video below to launch the video player in a new tab.
...
| Page properties | ||
|---|---|---|
| ||
|