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1. Log in to personal profile
2. Click Scheduling on the main menu
3. Click Clients on the submenu
4. Search for the client by using the filters and click the Search button
5. Select the client by clicking anywhere in the row of the search table to open the Clients Details page
6. typing the name in the search filter
7. Click Search 
8. Click anywhere on the client row to open the Client Details page and view the schedule
   1. 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.
      1. Navigate to other weeks by using the arrows or the calendar icon
   2. Service Codes for the client are listed in the column on the left side
   View the client’s schedule on the Clients Detail Page the current week’s schedule is shown
   1. The dates are listed across the top of the schedule
   2. Each active funding account is listed in the far left column. Use the scroll bar to see all accounts if necessary.
      1. There are several numbers listed on each service code. Hover over each
   number to find out what it representsYou can easily navigate to other weeks by using the arrows or the calendar icon.
   1. 1. to learn more. 
         1. The first number is consumed weekly hours
      . This
      1. 1. , which is the total of all pending and approved punches for the service code for the week. 
         2. The second number is scheduled weekly hours
      . This
      1. 1. , which is the total hours of the saved shifts for the week. 
         2. The third and fourth numbers are the daily maximum and maximum available
      daily hours and
      1. 1. weekly hours
      . These
      1. 1. , which are both set on the authorization.
      You
      1. 1. A warning will
      receive a warning if you attempt
      1. 1. populate if a user attempts to schedule over the maximum available daily or weekly hours.
      2. Hover over the “i” icon to see more authorization details, including the authorization end date and the remaining balance.
      Schedule
      1.  Schedule entries
      can not
      1. will be
      created
      1. prohibited beyond the
      authorization
      1. end date or that exceed the remaining balance
      of the authorization
      1. . 
9. The default view is a weekly view. To view an hourly view of one day, click “Day” or click “Today” to go to today’s schedule. To return to the Week view, click Week.
11. There are several tools available to quickly make changes to your schedule. the schedule 
    1. Click the Trash icon to clear the current schedule.
    2. Click the Copy icon to copy the schedule from the a previous week.
    3. Click the Printer icon to print the schedule
    .
12. Right-click on any schedule entry and select:
    1. View: to view details
    2. Edit: to edit the entry
    3. Delete: to deletethe entry

Employee Schedules

The Employee Schedule allows the supervisor to create schedules for miscellaneous account types including Administration, Training, and Drive. It is available to all supervisors who are linked to the employee via a default cost center or an active service account. Supervisors can view the Employee Schedule to see all scheduled shifts for the employee’s active service accounts. This is helpful when creating Program or Client Schedules to prevent double-scheduling an employee.

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