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Contents:

View Client

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Schedule - Web Portal

Client schedules can be viewed when your coordinator has published them.

1. Log in to your the guardian profile
2. Click Home on the main menu
3. Click Clients on the submenu
4. Search for the client by using typing the name in the search filters and clicking searchfilter
5. Click Search
6. Click anywhere on the row of the client to open the Client Details screenpage
7. Scroll On the Client Details screen, scroll down and click the Schedule tab
8. 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

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• 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.

1. Log in to your personal the guardian profile
2. Click the Menu icon , (hamburger menu) in the upper left corner
3. Click Clients on the menu
4. Select the client by clicking anywhere on the row
5. Click Schedules
6. 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.

1. Log in to your personal the guardian profile
2. Click Home on the main menu
3. Click Clients on the submenu
4. Search for the client by using typing the name in the search filters and clicking searchfilter
5. Click Search
6. Click anywhere on the row of the client to open the Client Details screenpage
7. Scroll On the Client Details screen, scroll down and click the Schedule tab
8. Click Actions button Actions 
9. Click Select Add New Client Request in the actions dropdownfrom the drop-down menu
10. Complete the request form wizard

    1. Day - Select the date

11. Start time
12. End time
13. Service
EmployeePlease note that if

1. when service is requested

2. Time - Add the start and end times for the shift

3. Service Code - Select the service code from the drop-down menu

4. Employee - Type and select the name of the requested employee

   1. Only eligible employees will populate

   2. If the employee is unavailable,

your

1. 1. the coordinator

might

1. 1. may schedule a different employee

14. Click Save
Click Yes on the confirmation alert window

15. 1. 1. .

16. Click Save and Yes to confirm

17. The request will appear on

your

18. the schedule in pending status and has been sent to

your

19. the coordinator for review

    1. If

the request is

20. 1. approved, the shift will appear blue on

your

21. 1. the schedule.

    2. If

it is

22. 1. rejected, it will no longer appear, and

your

23. 1. the coordinator

will

24. 1. may provide

you details as to why it was rejected

25. 1. details regarding the rejection.

    2. If messaging is enabled for the instance, the client

26. If you would like to cancel your request, please contact your coordinator
You

27. 1. may receive a notification when

your

28. 1. the request has been approved or rejected.

    2. To cancel the request, please contact the coordinator by right-clicking on the schedule request to send a message.

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