Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Log in to DCI with personal profile
  2. Click Home on the main menu
  3. Click Pending Entries onthe submenu
    1. The number of Pending Entries will display on the submenu in brackets - i.e., Pending Entries (10). This alerts users to pending entries that require attention.
  4. If an entry needs review, the Needs Review column will display a gray ? or a red Eye
    1. Gray ? – Review the needs review column for the warning, determine . Determine the action to take on the punch.
    2. Red Eye icon – Action is required prior to approving the punch, review . Review the needs review column.
  5. Choose Review Needed from the drop-down in the Select Review filter to search for pending entries needing review
  6. OR sort all pending entries by clicking on the Needs Review column header so that entries needing review sort to the top
  7. Hover over the red-eye icon to view the violation
  8. Typical violation examples include a business rule violation, EVV failure, geofencing failed, or schedule deviation.
  9. Click anywhere in the entry row to view the punch detail page
  10. If the error is Unverified Signature, Picture, or Voice, click the Verifications tab
    1. Click the attachment link to open and compare
    2. Click A to approve the verification or the red R to reject the verification
    3. Please note: While the verification has been approved and the issue resolved, the punch must still be approved.
  11. Schedule deviation errors can simply be approved or rejected
  12. Click Actions
  13. Choose from the following to act and remove the Needs Review flag:
    1. Sign Off
    2. Approve
    3. Reject
    4. Edit Entry

...