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Description: In this topic you will learn how to use the scheduling system as a supervisor, who works with a residential or parenting program. The DCI Scheduling module is a useful tool to help supervisors, whether you run a residential or parenting program the functionality is the same.

• The Program Schedule Builder allows the supervisor to create a schedule specifically for a chosen Residential or Parenting Program

• All employees with an active service account for that program will be listed on the schedule builder

• The module takes the weekly allocated hours into consideration as the schedule is created

• Prevents scheduling overtime and over authorization

• Prevents double-scheduling employees

• Allows for efficient management of shift swapping

• Enables easy-to-use client requests for services

• Manage employee availability templates

*Please note: The DCI Scheduling Module is used by some organizations. For questions, contact your DCI representative.

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1. Log in to your personal profile
2. Click Scheduling on the main menu
3. Click Pending Approvals on the sub menu
4. The table will list all shift swap requests for the cost centers you have the Supervisor Role
5. Review the details of the shift swap in the table including:
   1. Client/Program
   2. Service
   3. Initial Employee - Employee offering shift
   4. Claimed By - Employee claiming shift
   5. Shift Date
   6. Shift Timings
   7. Status
   8. Action
6. In the Action Column, click A to approve the shift swap or R to reject the shift swap
   1. Action cannot be taken until an offered shift has been claimed by another employee
7. In the schedule, the entry will change from a yellow offered entry to a light blue published entry.
   1. Both employees will be notified of the review if the message template is enabled

Additional Notes:

• If no one claims an offered shift, it will revert back to the original employee’s schedule.

• The schedule is automatically updated and re-published when a shift swap occurs. You do not need to revise the schedule based on the shift swap.

Review Availability Templates

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1. Click Reports on the main menu
2. Click/hover over the Schedule Reports on the sub menu
3. The following Scheduling Reports available for the supervisor:

• Employee Schedule Report

• Client Schedule Report

• Residential Schedule Report

• Missed Shift Report

Message Templates

Message Templates are automated messages and notifications that are sent to DCI users based on specific events or triggers in DCI. Message Templates can only be edited by a Super User. Message Templates are split into two categories messages and notifications. For more information on message templates view additional resources in the help center. The following message templates are available for the Scheduling Module:

• Schedule Published

• Shift Claimed Employee

• Scheduling Notify Failure to Punch

• Schedule Entry Rejected

• Availability Template reached initial reminder deadline

• Availability Template reached reminder deadline frequency

• Unscheduled Punch

• Scheduling Notify Upcoming Shift Reminder

• Change in Published Schedule

• Offered Shift

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