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Description: In In this topic, the guardian will learn how to use the DCI web portal and mobile app to sign off on time entries. If a punch is entered after the shift rather than using real-time clock in and out via mobile app, or or if the employee selected Portal Portal Sign-Off as an EVV method on the mobile app, the entry must be be reviewed and and signed off on by the client or guardian.
Role Required: Guardian Guardian
Permission Required: N/A
Portal Sign Off
Log in
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to the DCI web portal
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Click Clients
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on the submenu
Click anywhere on the client row
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to open
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the c
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lient d
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etails page
Click
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the Entries tab
Entries that require signoff have a checkbox
To approve or reject
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a single entry, select
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the checkbox in
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the entry
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row.
Click
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the green Sign
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Off button
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to signoff or the
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red Reject button to reject
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Click Yes to confirm
To approve
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or reject multiple entries at once, select the checkboxes
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for all applicable entries.
Click
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the green Sign
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Off button
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to signoff or the
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red Reject button to reject
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Click Yes to confirm
To approve
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or reject all entries, select the checkbox on the header row. This will select all entries requiring signoff.
Click
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the green Sign
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Off button
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to signoff or the
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red Reject button to reject
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Click Yes to confirm
To review the details of an entry entry, click the blue Entry ID ID number hyperlink hyperlink in the punch row.
Mobile App Sign Off
Log in to the DCI mobile app
Click
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the menu
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icon (three horizontal lines) in the upper-left corner
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Select Clients
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from the menu
All clients associated with the guardian will populate. Click
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the client name
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to select.
From the client details page,
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select Entries Requiring Sign Off.
Hold down on the entry until a blue check mark appears
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Click Action
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in the upper-right corner
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Select Sign Off
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or Reject to manage the entry
Optionally,
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click Select All, then
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Action to manage all entries at once.
To review the details of an entry, click on the entry to open it.
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