Content Comparison

1

App Navigation

Review the apps that have been created (Onboarding, Services, Finance, People & Culture).

Questions:

• Do these adequately support the areas of the business or do we need a more targeted experience for some user groups?

• Do the tabs in each app make sense, anything we should add/remove?

• Do the dashboards on in the Home Tab in each app provide a set of data that is useful for each user group, anything to add/remove?

Related:

https://www.loom.com/share/9a176294241642f09ec857a2511a6d9e

App Navigation

2

Staff Contact

Go to the Contacts Tab in the People & Culture App and create a new Staff Contact.

Questions:

• Is the page layout of the Staff Contact accurate according to provided requirements?

• Do the Staff Contact fields align with the requirements?

• Are all Staff Contact picklists accurate?

• Are the required documents assigned to the newly created Staff Contact record?

• Can you manage the documents on the Staff Contact record?

• Can you add all other necessary related records?

Related:

Account, Contact & Opportunity Triggers

• Staff Profile Photo component

• Worker Status Logic

• Minor page layout changes

• Minor label changes

• Staff contacts are standard fields - Not Connections

• Postal address added

• Worker Status Logic

3

Client Contact

Go to the Contacts Tab in the Onboarding App and create a new Client Contact.

Questions:

• Is the page layout of the Client Contact accurate according to provided requirements?

• Do the Client Contact fields align with the requirements?

• Are all Client Contact picklists accurate?

• Are the required documents assigned to the newly created Client Contact record?

• Can you manage the documents on the Client Contact record?

• Can you add all other necessary related records?

Related:

Account, Contact & Opportunity Triggers

• Minor changes

4

Other Contact

Go to the Contacts Tab in the Onboarding App and create a new Other Contact.

Questions:

• Is the page layout of the Other Contact accurate according to provided requirements?

• Do the Other Contact fields align with the requirements?

• Are all Other Contact picklists accurate?

• Can you manage the documents on the Other Contact record?

• Can you add all other necessary related records?

• Updated page layout and related lists to be more relevant

5

Client Goals

From a Client Contact record, go to the Goals Tab.

1. Is the About Mesection suitable?

2. Click New from the Goalsrelated list

3. Are the fields capturing all the required information?

4. Are the related list columns accurate?

Updated based off of Client Support plan.

6

Cases

Go to the Cases Tab in the Service App and Create a New Case.

Questions:

• Do the Record types line up?

• Do the Case fields align with requirements?

• Review current escalation rules in this comment

• Are Case page layouts correct?

• Minor page layout changes

• Require workshop re. Case teams, escalation and assignment

5

Supplier Account

Go to the Accounts Tab in the Services App and create a new Supplier.

Questions:

• Is the page layout of the Supplier accurate according to provided requirements?

• Do the Supplier fields align with the requirements?

• Are all Supplier picklists accurate?

• Can you manage the documents on the Supplier record?

• Can you add all other necessary related records?

• New Lightning Record page

• General tidy up

6

Individual Account

Go to the Accounts Tab in the Services App and create a new Individual.

Questions:

• Is the page layout of the Individual accurate according to provided requirements?

• Do the Individual fields align with the requirements?

• Are all Individual picklists accurate?

• Can you manage the documents on the Individual record?

• Can you add all other necessary related records?

• New Lightning Record page

• General tidy up

7

Organisation Account

Go to the Accounts Tab in the Services App and create a new Organisation.

Questions:

• Is the page layout of the Organisation accurate according to provided requirements?

• Do the Organisation fields align with the requirements?

• Are all Organisation picklists accurate?

• Can you manage the documents on the Supplier record?

• Can you add all other necessary related records?

8

Service Agreement Opportunity

Go to the Services Tab on a Client Contact, click New on the Opportunities related list and create a Service Agreement Opportunity.

Questions:

• Are the Stages accurate for the Service Agreement Opportunity?

  • Check the guidance that has been provided under each Stage.

• Is the page layout of the Service Agreement Opportunity accurate according to provided requirements?

• Do the Service Agreement Opportunity fields align with the requirements?

• Are all Service Agreement Opportunity picklists accurate?

• Can you manage the appropriate Contact Roles associated to a Service Agreement Opportunity?

• Can you manage the Products/Price Books related to a Service Agreement Opportunity?

  • Assign a Price Book in the Products related list.

  • Use the Product Management Quick Action.

  • Amount will calculate based on your selected Products.

  • Close the Opportunity as won before creating a Service Agreement.

1. Except areas of ‘TBC’

2. Stages changed

3. Page layout updated

4. Opportunity Contact Roles used.

NoteNotes:

• Flows

• to autopopulate User and date records

• are WIP

• Document management WIP

9

ILO Opportunity

Go to the Services Tab on a Client Contact, click New on the Opportunities related list and create a ILO Opportunity.

Questions:

• Are the Stages accurate for the Service Agreement?

  • Check the guidance that has been provided under each Stage.

• Is the page layout of the Service Agreement accurate according to provided requirements?

• Do the ILO Opportunity fields align with the requirements?

• Are all ILO Opportunity picklists accurate?

• Can you manage the appropriate Contact Roles associated to a ILO Opportunity?

• Can you manage the Products/Price Books related to a ILO Opportunity?

  • Assign a Price Book in the Products related list.

  • Use the Product Management Quick Action.

  • Amount will calculate based on your selected Products.

  • Close the Opportunity as won before creating a Service Agreement.

10

Service Agreement

Go to an Opportunity and use the Create Service Agreement Quick Action to create a Service Agreement.

Questions:

• Review the Service Agreement fields to see if anything needs to be added/removed.

• Review Agreement Items to see how they align with Opportunity Products that copied from the Opportunity.

• Review the Manage Service Agreement Quick Action.

11

Work Order - Create Support Coordination Work Order

Go to a Service Agreement and select the Create SC Work Order Quick Action.

Questions:

• Do the fields in the Create SC Work Order window make sense, anything to add/remove?

• When the SC Work Order has been submitted, you can review the Work Order under the Services tab on the Service Agreement.

  • This should auto create an Invoice Line Item.

12

Work Order - Create Work Orders

Go to a Service Agreement and select the Create Work Orders Quick Action.

Related:

• Work Order Management

• https://www.loom.com/share/0673d6be309d43dbae14c623e1f44b6f

13

Manage Service Appointments

Go to the Services App and select the Service Appointment Management Tab. Service Appointments that you have created in the Work Order Management wizard will be available to manage here.

Related:

• https://www.loom.com/share/dcaa15f7365a49b79ce110dee3544877

14

Field Service Mobile

Download the Field Service Mobile App.

• Field Service Mobile App: Installation

Login to the Field Service Mobile App.

• Field Service Mobile App: Logging In

We have created Beyonce as a test carer, to login:

• View the Login Video

• URL: https://mysupportsorg--msuat.sandbox.my.site.com

• Username: demo@mysupports.com

• Password: P@ssw0rd1

Assign Work Orders to Beyonce to see them when logged into the mobile app.

15

Service Appointment Management

To manage a Service Appointment in the mobile app, use the Service Appointment Management actions.

Access an appointment via the calendar.

• Field Service Mobile App: Service Appointment Calendar

• Field Service Mobile App: Service Appointments

Use quick actions to update Service Appointment information.

• Field Service Mobile App: Quick Actions

15.a

FSL App Page Layouts & FSL record pages (desktop)

Consider the following when reviewing Work Orders, Service Appoints, Contacts, Related Lists and detail pages.

App

• Does the SW have access to the necessary information in the app?

• Do any fields or related lists need to be hidden?

Desktop

Review Work Order & Service Agreement pages as an NTL, Coach, Payroll, Finance etc

• Are the record details capturing all required information?

• Does anything need to be hidden

• Are the related lists relevant

• What else do you need access to from these pages
  

16

Invoice Line Items

When a Work Order Line Item is updated to Completed, this will trigger an Invoice Line Item to be created.

Completing a Work Order will update all related Work Order Line Items to completed.

• Invoice Line Item Creation Flow

17

Time Sheet Management

A Time Sheet Template is configured to create Time Sheet records for active Service Resources based on a defined schedule.

When a Work Order is updated to Completed, Time Sheet Entry records are automatically created for the related Service Resource.

• Time Sheet Management

18

Permissions and sharing rules: Documents

19

Permissions and sharing rules: Cases

20

Permissions and sharing rules:

Contacts

21

Permissions and sharing rules:

Opportunities

22

Permissions and sharing rules:

Notes