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Description: In this topic you , the user will learn how to search, view, approve, reject, view, search or export Client Day Program or Group Service Attendanceclient day program or group service attendance for pending entries and all entries by object (client, program or group, or cost center). Day Program and Group Service Attendance  program and group service attendance are approved like Employee Punches employee punches.

Role Required: SuperuserSuper User, Supervisor or Employer in the Cost Center where the entry was made

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  • Day Program - Created by the client or program manager from the Day Program Profile.day program profile

  • Group Services - Created when an employee selects the client when entering a Group Service group service punch.

For Pending Entries

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  1. Log in to DCI with personal profile

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  1. Sign into your Personal Profile

  2. Click Home on the main menu

  3. Click Pending Entries on the submenu

  4. Use the filters to  Search search for a an attendance entry or group of entries   and select theclick Search button

    1. The Entries table will update with the results based on the filter criteria entered

  5. In the Entries entries table below the search box, locate the punch for which to take action on.

    1. Click Actions

    2. Select Approve or Reject from the drop-down menu

    1. Click A in the entry row to   approve   the punch

    2. Click
    3. and Yes 

    4. in the confirmation alert window
    5. to confirm OR

    6. Click the red R in the entry row to reject to reject the punch

    7. Click
    8. and Yes 

    9. in the confirmation alert window
    10. to confirm

    11. Optionally, click

    12. Click anywhere in the entry row to   view the Punch Detail pagepunch detail page and take action:

  6. Click Export to export the entries Export the Entries table to a CSV file, by selecting

    1. Click the 

    Export button
    1. The Entries table will display 30 entries and will show 30 of XX

    2. To load additional entries, scroll downLoad More button to load the next 30 entries

All Entries by Object

  1. Sign into your Personal ProfileLog in to DCI with personal profile

  2. Click Home on the main menu

  3. Click one of the following tabs on the submenu to open the object page:

    1. Clients - shows Shows all entries for a particular client

      1. Use the filters to search for the client and click Search

      2. Click anywhere in the client row to open the Client Details page

      3. Click the Entries tab

        1. Optionally, use the Select Type filter to sort by Attendance and click Search

      4. Click anywhere on the entry row to open the Attendance Detail page

        1. Click Actions

        2. Select Approve or Reject from the drop-down menu

    2. Day Programs or Group Services - Only punches for these programs or services Residential Programs, Day Programs, Group Services, or Parenting Programs - only these types of punches will appear on these pages (excludes punches not made within the program or group i.e., service such as Training, Admin, Hourly, etc.)

      1. Use the filters to search for the program or service and click Search

      2. Click anywhere in the program or service row to open the details page

      3. Click the Entries tab

        1. Optionally, click the Type column header to sort by Attendance entries

      4. Click anywhere on the entry row to open the Attendance Detail page

        1. Click Actions

        2. Select Approve or Reject from the drop-down menu

    3. Cost Centers - Shows Cost Center - shows all entries for a particular cost center

      1. Use the filters to search

    by specific criteria and select the Search button, the table will update
  4. Select the row by clicking anywhere in the row of object (employee, client, program or group, or cost center)

  5. The object Details page will open up for you to view

      1. for the cost center and click Search

      2. Click anywhere in the cost center row to open the Cost Center Details page

      3. Click

    Select
      1. the Entries tab

        1. Optionally, use the Select Type filter to sort by Attendance and click Search

      2. Click anywhere

    in
      1. on the

     punch
      1. entry row 

    on the entries table
      1. to open the

    punchThe Punch Details page will open, view the details
      1. Attendance Detail page

        1. Click Actions

     button
    Click
        1. Select Approve

     or Reject 
        1.  or Reject from the

    actions dropdown
        1. drop-down menu

Content by Label
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cqllabel = "attendance" and type = "page" and space = "DCI"
labelsattendance

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