Content Comparison

Agreement Items

From an Agreement Item Record you can set a fixed schedule to generate Invoice Line Items automatically.

For SIL services, Invoice Line Items will be generated based on a fixed schedule instead of completed Work Orders.

Locations

A Location Record represents each of the SIL Locations. This record contains the address of the SIL Location and is the central record for all related records associated with SIL data processes.

Work Order - Scheduling

This record is a parent of the Location Record and is a Work Order that remains open to facilitate scheduling of Service Resources at the SIL Location.

Work Order - Clients

The child Work Orders related to the Location are setup for each participant that receives services at the Location.

This Work Order stays open throughout the participant’s tenure, it holds all the necessary information to deliver services to the participant - notes, goals, etc.

Service Appointments

Service Appointments are created and linked to the parent Work Order (Work Order - Scheduling) to support scheduling of Service Resources to the Location. These records will appear in the Field Service mobile app for the scheduled Service Resource.

Shifts

Shifts are a feature in Field Service that can be used to manage resource scheduling.

• Shift Templates - linked to Locations to define the standard shifts that are worked at the Location.

  • Linked to Shift Patterns to enable scheduling of the template over scheduled periods.

  • Linked to Job Profiles to define the worker profile required to deliver shift.

When a Shift Status is updated to Confirmed, this will trigger a Service Appointment to be created in the background which will appear in the Service Resource’s mobile app.