Description: In this topic the client will learn how to use the DCI web portal or mobile app to sign-off on punch entries. If a punch is entered after the shift has been worked rather than using real-time clock in and out via mobile app, or if the employee selected Portal Sign-Off as an EVV method on the mobile app, the client must review the punch and provide sign off.
Role Required: Client/Guardian
Permission Required: N/A
Web Portal Sign Off:
- Login to DCI
- Click Entries Requiring Sign Off on the submenu
- To review a single punch entry
- Click the check box in the punch row
- Click the S to sign off or the R to reject
- Approve or reject multiple entries at once
- Click the check boxes for each applicable punch
- Click the S to sign off or the R to reject
- Click Yes on the pop-up alert box to confirm
- To approve or reject all entries
- Click the blue Select All button
- Click the green Sign Off button to approve or the red Reject button to reject
- Click Yes on the pop-up alert box to confirm
Mobile App Sign Off:
- Log in to mobile app
- Click the hamburger menu (three horizontal lines) in the upper left-hand corner
- Select Entries Requiring Sign Off
- To review a single punch entry
- Hold down on the entry until a blue circle with a check mark in it appears
- Click Action in the upper right-hand corner
- Click Sign Off or Reject
- Click Confirm on the pop-up alert box
- Approve or reject multiple entries at once
- Hold down each applicable entry until the blue circle with the check mark appears
- Click Action in the upper right-hand corner
- Click Sign Off or Reject
- Click Confirm on the pop-up alert box
- To approve or reject all entries
- Hold down on one entry until the blue circle with the check mark appears
- Click Action in the upper right-hand corner
- Click Select All. This will make the check mark appear on all entries.
- Click Action in the upper right-hand corner
- Click Sign Off or Reject
- Click Confirm on the pop-up alert box