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Client Sign Off - Video

Client Sign Off - Video

Owned by Matthew Cavallo (Unlicensed)
Last updated: Jul 28, 2023 by Stephanie Smith
1 min read

Description: In this topic, the user will learn how to sign off on punch entries for services received. 

Role Required: Client

Permission Required: N/A

Review Punch Entries

  1. Log in to DCI

  2. Click Entries Requiring Sign Off on the submenu

  3. Click the blue Entry ID in the punch row to view punch details

  4. On the punch entry row, click S to sign off or R to reject.

  5. Process multiple entries at once by selecting the checkboxes by the punches, then clicking the green Sign Off button or the red Reject button.

  6. Process all entries at once by clicking the blue Select All button, then the green Sign Off button or the red Reject button.

A punch should be rejected if:

  • Any information in the punch entry row is incorrect

  • The shift was not worked

If a punch entry is rejected, please notify a supervisor so they may follow up with the employee. 

Click the video below to launch the video player in a new tab.

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