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Description: In  In this topic you the user will learn how to create, view, edit, and deactivate a parenting program profile. A parenting program profile is specific to a program in which a client receives services. A program profile links to one specific cost center and may serve multiple clients. Except for Group Services, employees log into program profiles to add punches, view entries, and view the program schedule. 

Role Required: Superuser Super User

Permission Required: Parenting Program Admin

Create a Parenting Program Profile 

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Sign into your Personal Profile 

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1. Log in to DCI
2. Click 

1. Home on the main menu 
2. Click

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1. Parenting Programs

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1.  on the submenu 

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1. Click Actions

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1. Select Add New Parenting

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Fill out the form wizard, by completing each of the following tabs. Select next to navigate to the next tab.

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Basic Demographics

1. Program from the drop-down
2. Complete the form wizard
   1. Basic Demographics tab:
      1. Name (required): Must be at least six characters
      2. Address (required): After entering, click the blue Search Location hyperlink to populate GNIS Code.
      3. Time Zone (optional): Select from drop-down
      4. Phone (required)
      5. Alternative Phone (optional)
      6. Email (required): Will

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1. 1. 1. receive an email to activate the profile

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EVV Location

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Authentication Information

1. 1. 2. Cost Center (required)
      3. Weekly Default Hours (optional): Enter only if the program does not operate 24x7
      4. Profile Reference (optional)
      5. EVV Required: Yes or no options, default is yes. Select no if not required.
      6. Enable Geofencing (required): Yes or no options, default is no. Select yes to enable geofencing for this program.
      7. Click Next
   2. EVV Location tab (optional): Can be added later
      1. Copy from Profile Address (optional): Copies address from the Basic Demographics tab
      2. EVV Location Name (required): Name of the location
      3. EVV Location Type (required): Select from drop-down
      4. Address (required): Location address
      5. Phone Number (optional)
      6. Phone Verified (required): Select yes or no, has the phone number been verified for Phone EVV
      7. Phone Type (optional)
      8. Phone Carrier (optional)
      9. Begin Date (required): First date the location is approved for use
      10. End Date (optional): If applicable, the last date the location is approved for use.
      11. Status (required): Defaults to active. Change to inactive when program is no longer valid.
      12. Primary (optional): Select if this is the primary location to provide services
      13. Click Next
   3. Authentication Information tab:
      1. IP Address (optional): Enter the IP address of the program device to restrict employees to only clock in and out from this device
      2. Username (optional to change): Employees will use for program log in
      3. Password (required): Employees will use for program log in
      4. Confirm Password (required): Enter same password to confirm
      5. Pin (required): Used to log in to the program from a mobile device
      6. Status (required): Defaults to active. Change to inactive when program is no longer valid.
      7. Click Next
      8. Confirm summary details
      9. Click Save to continue and Yes to confirm

View, Edit

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Last the form wizard will display the Review Summary

1. If changes need to be made select the back button or the tab the information was entered on

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Select the Save button to add the new client

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Select Yes in the confirmation alert window

Edit, View, or Deactivate a Parenting Program Profile 

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Sign into your Personal Profile 

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1. Log in to DCI
2. Click 

1. Home on the main menu 
2. Click

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1. Parenting Programs

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1.  on the submenu 

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Search for the program by typing the name in field "Type (Program) Name", and selecting it when it comes up 

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Click Search 

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Select the program from the table by clicking anywhere in the row 

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Click Actions button 

1. Use filters to find parenting program and click Search
2. Click anywhere on the row to open the parenting program details page
3. Click Actions
4. Select Edit Parenting Program from the drop-down 

1. 1. To deactivate, update the status

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1. 1. to Inactive

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Update or edit the form wizard 

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Click Save 

1. Edit as needed
2. Click Save and Yes to confirm

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