...
Description: In 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 may review the punch and provide sign-off.
Role Required: Client/, Guardian
Permission Required: N/A
Web Portal Sign Off
Log
...
in to DCI
...
Click Entries Requiring Sign
...
Off on the submenu
...
To review
...
a single punch
...
entry:
Click the check box in the punch row
C
...
lick S
...
to sign off
...
or R
...
to reject
To approve or reject
...
multiple entries at once:
Click the check boxes for each applicable
...
punch
C
...
lick S
...
to sign off
...
or R
...
to reject
...
Click Yes
...
to confirm
To
...
approve or
...
reject all entries:
Click the b
...
lue Select
...
All button
Click the
...
green Sign Off
...
button to approve or the
...
red Reject
...
button to reject
...
Click Yes
...
to confirm
Mobile App Sign Off
...
Log in to mobile app
Click the
...
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
Check the box to select the entry
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:
...
Check the box to select each applicable entry
...
Click Action in the upper right-hand corner
...
Click Sign Off
...
or Reject
...
Click Confirm on the pop-up alert box
To
...
sign off on or reject all entries:
...
Check the box on any one entry
...
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 Select All. This will select all entries.
Click Action in the upper right-hand corner
...
Click Sign Off
...
or Reject
...
Click Confirm on the pop-up alert box
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