Content Comparison

1. What states do you operate in? This will determine which NDIS price books we upload.

2. What products/services do you deliver?

3. How many Service Resources do you have?

4. How many participants to you deliver for?

5. How many Maica Licenses do you need? - $35 Per License

6. Are your Service Resource Available hours inherited by a particular Service Territory?

   1. Not broken down by area

   2. Usually your service territory is within 30-60km’s from the Support Workers home

      1. However, they may not travel longer distances for a shorter shift

7. What specific scheduling/rostering needs do you have? Eg 7 day on 7 day off schedule?

   1. Hours and capacity are based at an individual Support Worker level

8. Where will you manage Service Resource absences?

   1. KeyPay

9. Do you schedule multiple participants to singular Service Appointments?

   1. Currently no but future yes

10. Do you schedule multiple Service Resources to single Service Appointments?

    1. Yes (2:1 ratio)

11. Do you schedule multiple Service Resources to multiple Participant Service Appointments?

    1. Currently no possibly in future

12. Do your Service Resources have a capacity on what hours they can deliver per day/week/month?

13. How are your timesheets currently generated? Weekly, fortnightly or Monthly etc

    1. Fortnightly

14. What is your invoicing/claim period?

    1. Fortnightly

15. How do you currently handle expenses for the Service Resource?

16. What can currently be expensed by a Support Worker?

17. How do you currently handle travel/KM costs for the Service Resource?

18. What is the current process for logging cases and incidents?

19. How are Accounts (Organisations) currently classified and recorded? In what scenarios do you need to report and record on businesses/Organisations?

20. Record Client Cancellation rules in user stories.

21. Provide a list of Profiles starting from System Admin (top) to bottom.

    1. In Salesforce, Profiles decide which objects and data they have access to. Profiles control what the user can do with your Salesforce data at the Object level with the four actions of Create, Read, Edit, and Delete.

       If you have 50 staff members using Salesforce internally you will need to segment them into groups of users who all will require the same level of access.

       Example 1:
       Profile: Finance Manager
       They may have Create, Read, Delete, Edit access to all Finance records (such as Invoice and Payment Requests)

       Example 2:
       Profile: Finance Assistance
       This profile may only have Read access to Finance records

       Your dispatchers may also have different profiles based on their role and what access you want to grant the (should it vary).

       Example 3:
       Profile: Dispatcher
       This profile may have full Read/Create/Edit/Delete access to Service Agreements, Service Appointments and Work Orders

       Example 4:
       Profile: Dispatcher Assistance
       May only have access to Service Appointments

22. Will all Service Resources have the same access level?

    1. Is this likely to change in the future.

23. How do you currently match clients to service resourcing?

    1. In FSL the Optimiser uses the following attributes to (optionally) automatically assign Support Workers to Service Appointments using the following attributes:

       1. Skills

       2. Preferences (Operating hours)

       3. Resource Preferences (the clients personal preference)

       4. Service Territory

    2. Do you wish to use automatic assignment of Service Resources to Service Appointments.

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