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Description: In In this topic, the user will learn about the feature schedule comparison and setting the schedule deviation. When using the scheduling module, schedule comparison is an available feature. Schedule comparison looks for the coinciding schedule for each punch entry. When using schedule comparison, setting the schedule deviation for punch entries is needed. The deviation is the number of minutes outside of the scheduled shift that schedule comparison will look for in a punch entry.
Schedule comparison is required to be turned on if the aggregator/state requires schedules for punch entries.
If a schedule is not found for the punch entry, the punch entry is deemed a late visit and a reason code will be required for the punch entry.
Punch Entries with schedule deviation will be flagged in pending entries as needing review prior to auto approval running in the environment
Auto approval will approve punch entries with schedule deviation
*Please note: Schedule comparison is an instance-level setting. Please submit a help desk support ticket (Zendesk) to request this feature be enabled.
Role Required: Super User
Permission Required: N/A
Setting Schedule Deviation
Log in to DCI
Click
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Settings on the main menu
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Click Funding Sources
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on the submenu
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Click Actions
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Select Edit Funding Source
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from the drop-down menu
Click the drop-down for the
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field Schedule Compare Logic
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Select Duration
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from the drop-down
Enter the minutes (i.e. 60) for allowed deviation
The minutes are the time before and after a punch entry that schedule comparison will look for a coinciding schedule
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Click Save and Yes to confirm
Locating Schedule Entry ID
Log in to DCI
Click
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Home on the main menu
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Click Employees or Clients on the submenu
Search for the employee or client
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by using the filters, then
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click Search.
Select
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the employee or client
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by clicking anywhere on the row
Click
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the entries tab
Select
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the punch entry
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to view
In the EVV Details widget, view the
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Schedule Entry ID.
The Schedule Comparison will also show in the EVV Details Widget
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