Scheduling Module - Guardian

Description: In this topic you will learn how to use the scheduling system as a guardian.

The DCI Scheduling module is a useful tool for guardians:

• View all shifts for all clients, for multiple employees and programs

• Request services for a client

• Receive notifications when changes are made to the schedule

*Please note: The DCI Scheduling Module is used by some organizations for questions reach out to your coordinator.

Role Required: Guardian

Permission Required: N/A

Page Contents:

View Client Schedules

Client schedules can be viewed when your coordinator has published it.

1. Log in to your guardian profile
2. Click Home on the main menu
3. Click Clients on the sub menu
4. Search for the client by using the search filters and click search
5. Click anywhere on the row of the client to open the Client Details screen
6. On the Client Details screen, scroll down and click the Schedule tab
7. View the client's schedule

Schedule Details

• The schedule module displays the current week’s schedule listed by employee or program for all active service accounts

• To view a different week, use the arrows or the calendar icon

• View the schedule for Today, by Day or by Week

• To see a detailed view of the current day’s scheduled shifts click “Today”

• Each shift will display start and end time, total hours, and service provided

• Scheduled Shifts (published) will appear in light blue

• Offered Shifts will appear in yellow

• Requested Shifts will appear in orange

• Click the Printer icon to print your schedule in a calendar or list format

View Schedule Mobile App

When the schedule has been created and published, it will be viewable.

1. Log in to your personal profile
2. Click Menu icon, (hamburger menu) in the upper left corner
3. Click Clients on the menu
4. Select the client by clicking anywhere on the row
5. Click Schedules
6. View the client schedule

Request Services

If you want to receive services on a particular day, you can submit a request for services using DCI.

1. Log in to your personal profile
2. Click Home on the main menu
3. Click Clients on the sub menu
4. Search for the client by using the search filters and click search
5. Click anywhere on the row of the client to open the Client Details screen
6. On the Client Details screen, scroll down and click the Schedule tab
7. Click Actions button
8. Click Add New Client Request in the actions dropdown
9. Complete the request form wizard
   1. Select the date
   2. Start time
   3. End time
   4. Service
   5. Employee
      1. Please note that if the employee is unavailable, your coordinator might schedule a different employee
10. Click Save
11. Click Yes on the confirmation alert window
12. The request will appear on your schedule in pending status and has been sent to your coordinator for review
    1. If the request is approved, the shift will appear blue on your schedule
    2. If it is rejected, it will no longer appear and your coordinator will provide you details as to why it was rejected
    3. If you would like to cancel your request, please contact your coordinator
    4. You may receive a notification when your request has been approved or rejected