Description: In this topic, the user will learn how to use the scheduling module as a client.

This useful tool allows clients to:

• View all shifts, for multiple employees and programs.

• Request services

• Receive notifications when changes are made to the schedule

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

Role Required: Client

Permission Required: N/A

Contents:

View Schedule - Web Portal

The schedule can be viewed when published. 

1. Log in to personal profile
2. Click Home on the main menu
3. Click Schedules on the submenu
4. View the schedule under the Your Schedule tab

Schedule Details

• The scheduling module displays the current week’s schedule listed by employee and/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 the Today button.
• Each shift will display the 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 the schedule in a calendar or list format

View Schedule - Mobile App

The schedule can be viewed when published. 

1. Log in to personal profile
2. Click the Menu icon (hamburger menu) in the upper left corner
3. Click Schedules on the menu
4. View the schedule by day or by week

Request Services

Clients can request services on a particular day.

1. Log in to personal profile
2. Click Home on the main menu
3. Click Schedules on the submenu
4. Click Actions 
5. Select Add New Client Request from the drop-down menu
6. Complete the form wizard
   1. Day - Select the date when service is requested
   2. Time - Add the start and end times for the shift
   3. Service Code - Select the service code from the drop-down menu
   4. Employee - Type and select the name of the requested employee
      1. Only eligible employees will populate
      2. If the employee is unavailable, the coordinator may schedule a different employee.
7. Click Save and Yes to confirm
8. The request will appear on the schedule in pending status and has been sent to the coordinator for review
   1. If approved, the shift will appear blue on the schedule.
   2. If rejected, it will no longer appear, and the coordinator may provide details regarding the rejection.
   3. If messaging is enabled for the instance, the client may receive a notification when the request has been approved or rejected.
   4. To cancel the request, please contact the coordinator by right-clicking on the schedule request.

Related articles

Related articles appear here based on the labels you select. Click to edit the macro and add or change labels.