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*Please note: The DCI Scheduling Module is used by some organizations. Please reach out with questions.

Role Required: Supervisor, Super User, Supervisor

Permission Required: Group Service Admin 

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1. Log in to personal profile
2. Click Scheduling on the main menu
3. Click Group Services on the submenu
4. Search for the group service by typing the name in the search filter
5. Click Search 
6. Click anywhere on the row of the group service to open the Group Service Details page
7. To create a new schedule, use the calendar or arrow icons to navigate to the desired week, OR click the Actions button and select New Schedule from the drop-down menu to display the next blank week's schedule.
8. First, create the employee schedule by clicking the Employee Schedule tab
   1. Creating entries on this tab will automatically create the client schedule
   2. All employees with an active service account for the specified program will be listed in the Employees column
   3. To create a new schedule shift, click the Blank Cell on the selected day to open the Schedule form wizard
   4. Complete the form wizard
      1. Employee Name - Field The field will prefill based on the employee selected
      2. EVV Location - Select from the drop-down
      3. Day - Field will prefill based on the date selected
      4. Start Time - Enter the start time for the shift
      5. End Time - Enter the end time for the shift
      6. Clients - Select the clients for the group service
      7. Note - Optional field to enter additional notes for the employee
      8. Reminder - Enter the numeric value (minutes, hours, days, or weeks) in the first field
      9. Reminder Type - Select Minutes, Hours, Days, or Weeks from the drop-down in the second field
   5. Click Schedule
      1. An employee that is already scheduled somewhere else cannot be scheduled. To see an employee’s full schedule, navigate to the Scheduling Module home page and click Employees on the submenu. Search for and select the employee.
      2. A client that is already scheduled somewhere else cannot be scheduled. To see a client’s full schedule, navigate to the Scheduling Module home page and click Clients on the submenu. Search for and select the client.
      3. Shifts cannot be scheduled if the authorization has expired
   6. Click Save on the confirmation alert window
   7. Repeat until the schedule is complete for all services
      1. Copy entries by dragging and dropping to them into a new cell
      2. To use the same schedule as the previous week:
         1. Click the Copy icon (two pieces of paper)
         2. Select the week to copy from the drop-down and click Ok
         3. Click Yes on the confirmation alert window
   8. Click Publish
   9. Review exceptions and make changes as needed
   10. Click Publish on the review exceptions window
   11. Click Save
9. Next, click the Client Schedule tab to see the Client Schedule.
   1. Entries cannot be created on the Client Schedule tab
   2. The Client Schedule is automatically created as entries are scheduled on the Employee Schedule tab

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1. Log in to personal profile
2. Click Scheduling on the main menu
3. Click Group Services on the submenu
4. Search for the group service by typing the name in the search filter
5. Click Search 
6. Click anywhere on the row of the group service to open the Group Service Details page
7. The Group Services Schedule builder has two scheduling tabs:
   1. Employee Schedule
      1. All employees with an active service account for the group services program will be listed in the Employees column
      2. The number of consumed weekly hours, scheduled weekly hours, and max available weekly hours will appear under each employee's name.
      3. If a particular employee is not visible, verify they have an active service account.
   2. Client Schedule
      1. All clients who have an active service account for the group services program will be listed in the Clients column
      2. Clients will be listed once per service code
8. The default view is a weekly view. To view an hourly view of one day, click the Day button or click the Today button to navigate to today’s schedule. To return to the week view, click the Week button.
9. Navigate to other weeks by using the arrows or the calendar icon
10. On the Employee Schedule tab, each shift will display the start and end time, total hours, and client initials for the group service.
    1. Scheduled Shifts (published) will appear in light blue
    2. On Call Shifts (residential and day program only) will appear in dark blue
    3. Offered Shifts will appear in yellow
    4. Unpublished Changes will appear in green
    5. Deleted Unpublished Changes will appear in bright red
11. There are several tools available to quickly make changes to the schedule
    1. Click the Trash icon to clear the current schedule
    2. Click the Copy icon to copy the schedule from a previous week
    3. Click the Printer icon to print the schedule
12. Right-click on any schedule entry and select:
    1. View
    2. Edit
    3. Delete

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