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Client Sign-Off - Video

DCI allows for clients to review and sign off on services provided. To do so, the client must have login enabled and receive a service that requires client sign-off. Please contact your Coordinator if you have any questions about client sign-off.

To review punches:

  1. Sign into your Personal Profile
  2. Click "Entries" on the sidebar
  3. To approve a single punch, click the check box in the punch row and click the green "Sign Off". You can also approve multiple entries by clicking the check boxes for every punch you want to sign off on.
  4. To approve all entries, click the check box in the Table Header, next to "Id" to select all entries in the table. Click the green "Sign Off" button.
  5. To reject a single punch, click the check box in the punch row and click the red "Reject". You can also reject multiple entries by clicking the check boxes for every punch you want to reject.
  6. To reject all entries, click the check box in the Table Header, next to "Id" to select all entries in the table. Click the red "Reject" button.

A punch should be rejected if:

  • Any information in the punch entry row is incorrect (i.e. incorrect date, number of units, employee, etc.)
  • The shift was not worked

Please notify your Coordinator if you reject a shift so they can follow up promptly with the employee. 

Questions or suggestions about Client Sign-Off? Contact your Coordinator.

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