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Description: In this topic, the user will learn how to search, view, approve, reject, or export client day program or group service attendance for pending entries and all entries by object (client, program or group, or cost center). Day program and group service attendance are approved like employee punches.
Role Required: Super User, Supervisor, or Employer in the Cost Center where the entry was made
Permission Required: Day Program Admin, Group Service Admin
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Attendance is created by:
Day Program - Created by the client
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or
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program manager from the
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day program profile
Group Services - Created when an employee selects the client when entering a
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group service punch
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To approve Day Program or Group Service attendance from the Pending Entries tab:
- Sign into your Personal Profile
- Click "Pending Entries" from the sidebar
- Click the blue "A" in the entry row to approve the entry or click the red "R" to reject the punch
- If there are more than 30 entries to approve, continue to scroll down to load more entries
- Utilize the filters at the top of the screen if you are searching for a specific entry
Attendance entries can also be viewed from any Details Page on the Entries Table by clicking any of the following on the sidebar:
- Clients
- Day Programs or Group Services
- Cost Center
To approve or reject attendance entries from a Details Page:
- Click anywhere in the entry row on the entries table to open the punch
- Click "Actions" on the Attendance Detail Page
- Click "Approve" or "Reject"
NOTE: This task requires Supervisor Role for the Cost Center that the attendance entry was made in.
For Pending Entries
Log in to DCI with personal profile
Click Home on the main menu
Click Pending Entries on the submenu
Use the filters to search for an attendance entry or group of entries and click Search
In the entries table below the search box, locate the punch for which to take action.
Click A to approve the punch and Yes to confirm OR
Click the red R to reject the punch and Yes to confirm
Optionally, click anywhere in the entry row to view the punch detail page and take action:
Click Actions
Select Approve or Reject from the drop-down menu
Click Export to export the entries table to a CSV file
Click the Load More button to load the next 30 entries
All Entries by Object
Log in to DCI with personal profile
Click Home on the main menu
Click one of the following tabs on the submenu to open the object page:
Clients - Shows all entries for a particular client
Use the filters to search for the client and click Search
Click anywhere in the client row to open the Client Details page
Click the Entries tab
Optionally, use the Select Type filter to sort by Attendance and click Search
Click anywhere on the entry row to open the Attendance Detail page
Click Actions
Select Approve or Reject from the drop-down menu
Day Programs or Group Services - Only punches for these programs or services will appear on these pages (excludes punches not made within the program or service such as Training, Admin, Hourly, etc.)
Use the filters to search for the program or service and click Search
Click anywhere in the program or service row to open the details page
Click the Entries tab
Optionally, click the Type column header to sort by Attendance entries
Click anywhere on the entry row to open the Attendance Detail page
Click Actions
Select Approve or Reject from the drop-down menu
Cost Centers - Shows all entries for a particular cost center
Use the filters to search for the cost center and click Search
Click anywhere in the cost center row to open the Cost Center Details page
Click the Entries tab
Optionally, use the Select Type filter to sort by Attendance and click Search
Click anywhere on the entry row to open the Attendance Detail page
Click Actions
Select Approve or Reject from the drop-down menu
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