Add Attachments

Description: In this topic you will learn how to add attachments in DCI. DCI allows attachments to be added to many different functions and profiles in the system. Whether adding an attachment to a clock out, message or profile, the steps are the same for each modality, i.e. mobile app and web portal. This guide will cover these modalities.

Role Required: Employee (base user)

Permission Required: N/A

The instructions below make the following assumptions:

• You are logged onto DCI using your personal profile.

• You have the DCI system element open where you would like to add attachment.

• For example, you are on the Clock Out screen in the Mobile App or Add Entry screen in the Web Portal.

• If you need help with clocking in and out, please reference those materials in the help center.

DCI Mobile App

The most common place to add an attachment is at clock out on a shift in the mobile app. Employees use this feature to take a picture that they would like to include in their visit. For example, an employee might want to attach a receipt using this method. Another place that an attachment can be added in the mobile app is through the messaging module.

Whether you want to add an attachment to a clock out or to a message, follow these instructions when you get to the Add Attachment option.

1. You are logged onto DCI with your personal profile and the element that you would like to add an attachment to.

2. Click Add Attachment

3. A system alert will display the following, "All DCI EVV to take pictures and record video?"

1. The response options are: While using the app, Only this time, Don't allow

2. Click While using the app or Only this time

1. Click Don't Allow to cancel adding an attachment

4. The camera will open on your smart device.

5. Click the Check icon to take the picture.

1. To retake the picture click the Refresh icon.

2. To cancel taking a picture click the X icon.

6. Click Confirm to validate the picture and add attachment.

7. Complete and save per your normal process.

DCI Web Portal

The DCI web portal also allows employees to add attachments during the time entry process. System users with administrative roles can add attachments to other elements in the system.

Add an Attachment at Time Entry through the Web Portal

1. You are logged onto DCI with your personal profile and the Add New Entry form wizard is open.

2. Find the Attachments field at the bottom of the form wizard.

3. Click Choose File

4. The file explorer will open

1. Find your file in the folders and subfolders within the library or folder you're viewing.

2. You can also enter search terms to narrow results.

5. Click on the file you wish to attach once it is located and the file will automatically begin to upload

6. The upload is now complete and the file will display below the Attachments.

1. You can only add one attachment.

2. Click the blue Minus (-) button to remove the attachment.

7. Complete and save the entry per your normal process.

Add Attachment to other System Element

Superusers, supervisors and users with advance system access can also add attachments to profiles, like Clients or Employees, or system settings, Funding Sources and Authorizations.

1. You are logged onto DCI with your personal profile and the element that you would like to add an attachment to.

2. Click Actions.

3. Click New Attachment.

4. The file explorer will open.

1. Find your file in the folders and subfolders within the library or folder you're viewing.

2. You can also enter search terms, your results will start to appear with your search terms highlighted.to narrow results.

5. Click on the file you wish to attach once it is located and the file will automatically begin to upload

6. The upload is now complete and the file will display below the Attachments.

1. You can only add one attachment.

2. Click the blue Minus (-) button to remove the attachment.

7. Click Save and then Yes to confirm that you would like to add the attachment.