What states do you operate in? This will determine which NDIS price books we upload.
What products/services do you deliver?
How many Service Resources do you have?
What are the differences in operations between DCR and Clear Sky?
How many participants to you deliver for?
How many Maica Licenses do you need? - $35 Per License
Are your Service Resource Available hours inherited by a particular Service Territory?
Not broken down by area
Usually your service territory is within 30-60km’s from the Support Workers home
However, they may not travel longer distances for a shorter shift
What specific scheduling/rostering needs do you have? Eg 7 day on 7 day off schedule?
Where will you manage Service Resource absences?
Do you schedule multiple participants to singular Service Appointments?
Do you schedule multiple Service Resources to single Service Appointments?
Do you schedule multiple Service Resources to multiple Participant Service Appointments?
Do your Service Resources have a capacity on what hours they can deliver per day/week/month?
How are your timesheets currently generated? Weekly, fortnightly or Monthly etc
What is your invoicing/claim period?
How do you currently handle expenses for the Service Resource?
How do you currently handle travel/KM costs for the Service Resource?
What is the current process for logging cases and incidents?
How are Accounts (Organisations) currently classified and recorded?
Record Client Cancellation rules in user stories.
Provide a list of Profiles starting from System Admin (top) to bottom
Will all Service Resources have the same access level?
Is this likely to change in the future.
How do you currently match clients to service resourcing?
In FSL the Optimiser uses the following attributes to (optionally) automatically assign Support Workers to Service Appointments using the following attributes:
Skills
Preferences (Operating hours)
Resource Preferences (the clients personal preference)
Service Territory
Do you wish to use automatic assignment of Service Resources to Service Appointments.
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