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Description: In this topic, the user will learn how to enable the authorizations widget for employees (base user). The authorizations widget is located on the dashboard and allows the user to search by client (required filter) to view approved authorizations in the past, present, or future. Optionally, use both the client and date filter in conjunction to search for approved authorizations. The date filter allows the user to search by service date in the past, present, or future and will return approved authorizations.
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Role Required: Super User, Supervisor
Permission Required: N/A
Authorizations Widget Displays the Following Details from the Authorization:
Service Code
Start Date
End Date
Initial Balance
Remaining Balance
Pre Authorizations Holds
Current Available Balance
Monthly Max
Weekly Max
Daily Max
Enable Authorizations Widget on New Service Account
Log in to DCI
Click Home on the main menu
Click Employees on the submenu
Search for the employee by typing the name in the Type Employee Name filter and selecting the name when it appears
Click Search
Select the employee from the table by clicking anywhere in the row
The Employee Details page will open
Click the Actions button
Select New Service Account from the actions drop-down
Fill out the Complete the form wizard
Display Auth Widget field - selectSelect the checkbox to enable (a blue checkmark will display if the setting is enabled)
The setting is only available for account types hourly and client transportation
Click Save Click Yes on the confirmation windowandYes to confirm
Enable Authorizations Widget on Active Service Account
Log in to DCI
Click Home on the main menu
Click Employees on the submenu
Search for the employee by typing the name in the Type Employee Name filter and selecting the name when it appears
Click Search
Select the employee from the table by clicking anywhere in the row
The Employee Details page will open
Scroll down and click on the Accounts tab
Select the account by clicking anywhere in the row
The Accounts Details page will open and display account details
Click the Actions button
Select Edit Account from the actions drop-down
Edit Service Account form wizard will open
Edit Display Auth Widget field - selectSelect the checkbox to enable (a blue checkmark will display if the setting is enabled)
The setting is only available for account types hourly and client transportation
Click Save Click Yes on the confirmation alert windowandYes to confirm
View Display Auth Widget Setting on Service Account
Log in to DCI
Click Home on the main menu
Click Employees on the submenu
Search for the employee by typing the name in Type Employee Name and selecting the name when it appears
Click Search
Select the employee from the table by clicking anywhere in the row
The Employee Details page will open
Scroll down and click on the Accounts tab
Select the account by clicking anywhere in the row
The Accounts Details page will open and display account details
In the Account Details widget view the setting Display Auth Widget
Yes = Authorizations Widget is enabled
No = Authorizations Widget is disabled