...
Description: In this topic you , the user will learn how to use the scheduling system module as a guardian.
The DCI Scheduling module is a This useful tool for allows guardians to:
View all shifts for all clients, for multiple employees and programs.
Request services for a client
...
*Please note: The DCI Scheduling Module is used by some organizations for questions . Please reach out to your a coordinator with questions.
Role Required: Guardian
Permission Required: N/A
Page Contents: Table of Contents
View Client
...
Schedule - Web Portal
Client schedules can be viewed when your coordinator has published itthem.
- Log in to your the guardian profile
- Click Home on the main menu
- Click Clients on the sub menusubmenu
- Search for the client by using typing the name in the search filters and click searchfilter
- Click Search
- Click anywhere on the row of the client to open the Client Details screenpage
- Scroll On the Client Details screen, scroll down and click the Schedule tab
- View the client's schedule
Schedule Details
- The
...
- scheduling module displays the current week’s schedule listed by employee and/or program for all active service accounts
- To view a different week, use the arrows or the calendar icon.
- View the schedule for Today, by
...
- day, or by
...
- week.
- To see a detailed view of the current day’s scheduled shifts, click
...
- the Today button.
- Each shift will display the start and end time, total hours, and service provided.
- Scheduled Shifts (published) will appear in light blue
- Offered Shifts will appear in yellow
- Requested Shifts will appear in orange
- Click the Printer icon to print
...
- the schedule in a calendar or list format
View Schedule - Mobile App
When the schedule has been created and published, it will be viewableThe schedule can be viewed when published.
- Log in to your personal the guardian profile
- Click the Menu icon , (hamburger menu) in the upper left corner
- Click Clients on the menu
- Select the client by clicking anywhere on the row
- Click Schedules
- View the client's schedule by day or week
Request Services
If you want to receive Guardians can request services on a particular day, you can submit a request for services using DCI.
- Log in to your personal the guardian profile
- Click Home on the main menu
- Click Clients on the sub menusubmenu
- Search for the client by using typing the name in the search filters and click searchfilter
- Click Search
- Click anywhere on the row of the client to open the Client Details screenpage
- Scroll On the Client Details screen, scroll down and click the Schedule tab
- Click Actions button Actions
- Click Select Add New Client Request in the actions dropdownfrom the drop-down menu
- Complete the request form wizard
Day - Select the date
- Start time
- End time
- Service EmployeePlease note that if
when service is requested
Time - Add the start and end times for the shift
Service Code - Select the service code from the drop-down menu
Employee - Type and select the name of the requested employee
Only eligible employees will populate
If the employee is unavailable,
the coordinator
may schedule a different employee
- Click Save Click Yes on the confirmation alert window
.
Click Save and Yes to confirm
The request will appear on
your the schedule in pending status and has been sent to
your the coordinator for review
If
the request is approved, the shift will appear blue on
your the schedule.
If
it is rejected, it will no longer appear, and
your the coordinator
will may provide
you details as to why it was rejecteddetails regarding the rejection.
If messaging is enabled for the instance, the client
- If you would like to cancel your request, please contact your coordinator You
may receive a notification when
your the request has been approved or rejected.
To cancel the request, please contact the coordinator by right-clicking on the schedule request to send a message.
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