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1. Log in to DCI with personal profile
2. Click Scheduling on the main menu
3. Click Group Services on the submenu
4. Search for the program by typing the name in the field Type Group Service Name and selecting it when it populates
5. Click Search
6. Select the program from the table by clicking anywhere in the row
7. Click the Employees Schedule tab:
1. All employees with an active service account for the specified group service will be listed in the left header column of the schedule table
2. If a particular employee is not listed, verify that they have an active service account.
3. The number of consumed weekly hours, scheduled weekly hours, and max available weekly hours will appear under each employee’s name.
4. Creating entries on this tab will automatically create the client schedule
8. 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.
   1. To copy the same schedule as the previous week, click the Copy icon (two pieces of paper).
   2. 1. Select the week to copy from the drop-down and click Ok
      2. Click Yes to confirm
   3. To create a new schedule shift, click the blank cell to open and complete the schedule form wizard:
   4. 1. Employee Name – Auto populates with the employee's name of the selected cell
      2. EVV Location – Select from the drop-down menu
      3. Day – Auto populates the date of the selected cell but can click in the field to open the calendar and select a different date
      4. Start Time – Click in the field to select a shift start time
      5. End Time - Click in the field to select a shift end time
      6. Select the clients for the group service
      7. Note – Optionally add a note for the employee
      8. Reminder - Enter the numeric value (minutes, hours, days, or weeks)
      9. Reminder Type - Select Minutes, Hours, Days, or Weeks from the drop-down
   1. To copy the same schedule as the previous week, click the Copy icon (two pieces of paper).
   2. To create a new schedule shift, click the blank cell to open and complete the schedule form wizard:
   5. Click Schedule and Save to confirm
   1. An employee cannot be scheduled if they are already scheduled somewhere else. To view an employee’s full schedule, click Scheduling on the main menu and Employees on the submenu.
   2. Shifts cannot be scheduled if the authorization has expired
   6. Repeat until the schedule is complete
   1. Copy entries by dragging and dropping to a new cell and update the schedule form wizard as necessary
   7. Click Publish
   8. Review exceptions and make changes as needed
   9. Click Publish on the review exceptions window
   10. Click the Client Schedule tab:
   1. All clients with an active service account for the specified program will be listed in the left header column of the schedule table
   2. If a particular client is not listed, verify that they have an active service account.
   3. The client schedule is automatically created as entries are added to the employee schedule tab
   4. Entries cannot be created on the client schedule tab

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   1. Log in to DCI with personal profile
   2. Click Scheduling on the main menu
   3. Click Group Services on the submenu
   4. Search for the group service by typing the name in the field Type Group Service Name and selecting it when it populates
   5. Click Search
   6. Select the group service from the table by clicking anywhere in the row
   7. The Group Services Schedule builder has two scheduling tabs:
      1. Employee Schedule
      2. 1. Lists all employees who have an active service account for the group service
      1. Employee Schedule
      1. There are several numbers listed by each client. Hover over each number to view what it represents. 
      1. The first number is consumed weekly hours. This 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 is the total hours of saved shifts for the week. 
      3. The third number is max available weekly hours, which is set on the authorization. A warning will be displayed if an attempt to schedule over the max available weekly hours is made.
      1. 1. Client Schedule
            1. Lists all clients who have an active service account for the group service
            2. Clients are listed once per service code

      8. The default view is a weekly view. To view an hourly view of one day, click Day or click Today to view today’s schedule. To return to the Week view, click Week.

      9. Navigate to other weeks by using the arrows or the calendar icon

      10. Each shift will display the start time, end time, and total hours.

      1. 1. On-Call Shifts - Appear in dark blue
         2. Scheduled Shifts (published) - Appear in light blue
         3. Offered Shifts - Appear in yellow
         4. Unpublished Changes - Appear in green
         5. Deleted Unpublished Changes - Appear in bright red

      11. There are several tools available to quickly make changes to the schedule

      1. 1. 1. Trash icon - Clear the current schedule
            2. Copy icon - Copy the schedule from a previous week
            3. Printer icon – Print the schedule

      12. Right-click on any schedule entry and select

      1. 1. View - View details
         2. Edit - Edit the entry
         3. Delete - Delete the entry

      Shift Swapping – View, Approve, and Reject Requests

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      1. Click Reports on the main menu
      2. Hover over Scheduling Reports on the submenu
      3. Select a report from the flyout menu
      4. Use filters or click Search to populate all data
      5. Drag and drop column headers into the order of choice
      6. Click Download to open the download report wizard
         1. Columns tab:
         2. 1. Use the arrows to move items from the available columns to the selected columns
            2. Reorder columns as needed by dragging and dropping the item into place
            3. Click Next
         3. Options tab:
         4. 1. Format – Select the download file format. Choices include Excel, PDF, CSV, and Tab Delimited.
            1. If PDF is selected, the Orientation field will become available. Select Portrait or Landscape.
            2. Save as Report Download Preference box – If checked, DCI will save the format and orientation preferences for subsequent downloads.
            3. Click Download and Yes to confirm
         1. Columns tab:
         2. Options tab:
         5. Click the downloaded file to open
         6. Enable editing and use data as needed

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