...
- Log in to DCI with personal profile
- Click Scheduling on the main menu
- Click Day Programs on the submenu
- Search for the program by typing the name in the field Type Day Program Name and selecting it when it populates
- Click Search
- Select the program from the table by clicking anywhere in the row
- Clients Schedule tab:
- All clients with an active service account for the specified program will be listed in the left header column of the schedule table
- If a particular client is not listed, verify that they have an active service account.
- The number of consumed weekly hours, scheduled weekly hours, maximum available daily hours, and maximum available weekly hours will appear under each client name
- The information icon (i) to the right of the client name displays the authorization end date, remaining balance, and staff ratio.
- To create a new schedule, use the calendar or arrow icons to go to the desired week. Alternatively, click Actions, then select New Schedule from the drop-down menu to display the next blank schedule by week.
- To copy the same schedule as the previous week, click the Copy icon (two pieces of paper).
- Select the week to copy from the drop-down and click Ok
- Click Yes to confirm
- To create a new schedule shift, click the blank cell to open and complete the schedule form wizard:
- Name – Auto populates with the client name of the selected cell
- Service Code – Auto populates to Day Program
- EVV Location – Select from the drop-down menu
- Day – Auto populates the date of the selected cell but can click in the field to open the calendar and select a different date
- Start Time – Click in the field to select a shift start time
- End Time - Click in the field to select a shift end time
- Note – Optionally add a note for the client
- To copy the same schedule as the previous week, click the Copy icon (two pieces of paper).
- Click Schedule and Save to confirm
- Please note: A client cannot be scheduled if they are already scheduled somewhere else. To view a client’s full schedule, click Scheduling on the main menu and Clients on the submenu.
- Repeat until the schedule is complete
- Copy entries by dragging and dropping them into a new cell
- Click Publish to make the schedule visible to clients
- Review exceptions and make changes as needed
- Click Publish on the exceptions window
- Changes can be made to the schedule by right-clicking on individual entries
- Re-publish the schedule for the client to view the changes
- Employees Schedule tab:
- All employees with an active service account for the specified program will be listed in the left header column of the schedule table
- If a particular employee is not listed, verify that they have an active service account.
- The number of consumed weekly hours, scheduled weekly hours, max available daily hours, and max available weekly hours will appear under each employee’s name.
- In the Select Day drop-down, select the day of the week to schedule. This will update the Required Employees column on the hourly tables.
- To create a new schedule, use the calendar or arrow icons to go to the desired week.
- To copy the same schedule as the previous week, click the Copy icon (two pieces of paper).
- Select the week to copy from the drop-down and click Ok
- Click Yes to confirm
- To create a new schedule shift, click the blank cell to open and complete the schedule form wizard:
- Employee Name – Auto populates with the employee name of the selected cell
- EVV Location – Select from the drop-down menu
- Day – Auto populates the date of the selected cell but can click in the field to open the calendar and select a different date
- Start Time – Click in the field to select a shift start time
- End Time - Click in the field to select a shift end time
- Note – Optionally add a note for the employee
- OnCall checkbox – Check if this is an on-call shift
- If selected, proceed to step 16.
- Critical checkbox – Check to mark a shift as critical
- Reminder - Enter a numeric value in minutes, hours, days, or weeks
- Reminder Type - Select Minutes, Hours, Days, or Weeks from the drop-down
- To copy the same schedule as the previous week, click the Copy icon (two pieces of paper).
- Click Schedule and Save to confirm
- Please note: A client must be scheduled for the same hours to save the employee shift
- Repeat until the schedule is complete
- Copy entries by dragging and dropping them into a new cell
- Click Publish to make the schedule visible to employees
- Review exceptions and make changes as needed
- Click Publish on the exceptions window
- Changes can be made to the schedule by right-clicking on individual entries
- Re-publish the schedule for the employee to view the changes
View Day Program Schedule
...
- Log in to DCI with personal profile
- Click Scheduling on the main menu
- Click Availability Templates on the submenu
- Use the filters to find the desired employee’s availability templates, or simply scroll through the table.
- Click anywhere in the row to open the Availability the Availability Template Detailspage
- After reviewing the template, return to the Availability Templates page.
- Click the A to approve the template or the red R to reject the template
- Please note: If the template is approved, supervisors cannot schedule an employee outside the hours of their approved availability template.
- Return to the Availability Templates page at any time to view an employee’s availability
...