System Set-Up - Admin Guide

Description: In this guide, users will learn how to complete hourly system set-up, along with all profile types.

Roles Required: Super User, Varies by object

Permissions Required: Varies by object

Open

Contents

The information below is for an hourly service set-up in DCI.

After these steps are completed, the user can build any type of service or program in DCI.

This guide is foundational. Our help center has supplemental set-up guides for:

• Creating a day program, parenting program, residential program, and group services

• Granting roles, i.e., supervisor or employer, or permissions to a user account (employee profile)

• Profiles - guardian, case worker, or vendor

• System settings - business rules, holiday schedules

The purpose of this set-up guide is to establish a strong foundation. Enter key word(s) into the help center to locate additional resources.  

When reading below, certain steps will refer to the following information:

*Denotes fields in which data is stored but does not trigger action in another part of the system.

**Denotes an optional reference field available for use based on the unique needs of your business.

NOTE: If there are fields that are needed but not listed, they can be added using the Custom Fields functionality. Please refer to the Custom Fields Admin Guide for more details.

Description:  The department or other unit within the organization to which costs should be charged or revenue should be applied for accounting purposes. 

Roles Required: Super User

Permissions Required:  Cost Center Admin

Required Entities Before Creation:

• Super User access

Steps to create:

1. Log in to DCI

2. Click Cost Centers on the submenu

3. Click Actions

4. Select Add New Cost Center and complete the form wizard

   1. Cost Center Name (required): Generic cost center name recognizable by most users

   2. Cost Center Code (required): Accounting code

   3. Select State (required): State of the cost center

   4. **Cost Center Reference (optional)

   5. **Cost Center Reference 2 (optional)

   6. Certification Template (optional): Select if there are a set of certification requirements specific to the cost center

5. Status (required): Defaults to active. Switch to inactive when this is no longer a valid cost center.

6. Click Save to continue and Yes to confirm

Description: Entity that pays the organization to provide the service, defines specifications for those services, and issues authorizations for clients to receive said services.

Roles Required: Super User