Department | User | Story | Related Ticket | Demo / Knowledge Base Article - DCR | Demo / Knowledge Base Article - ClearSky |
|---|---|---|---|---|---|
Salesforce Basics | Everyone | ||||
Salesforce Basics | Everyone | Creating records and related records | |||
HR | HR Team | Adding Salesforce User and Service Resource via Okta | n/a | n/a | |
HR | HR Team | Adding Service Resource Attributes such as capacity | |||
Onboarding Sales | Client Management | Syncing a Contact with the NDIS | |||
Onboarding Sales | Client Management | Onboarding clients with Opportunities > Service Agreement |
| ||
Onboarding | Client Management | Attaching documents | |||
Onboarding Sales | Client Management | SIgning Signing a Service Agreement | |||
Rostering | Dispatcher | Work Order Management (Create / Edit) |
| ||
Rostering | Dispatcher | Service Appointment Management (Create / Edit) | |||
Rostering | Dispatcher | Using the FSL dispatcher console (gantt view)/ Optimiser | |||
Rostering | Dispatcher | Using the FSL gantt view | |||
Rostering | Dispatcher | Using the Manage Resources buttton | |||
Rostering | Dispatcher | Assigning multiple Resources to single or multiple Service Appointments | |||
Rostering | Dispatcher | Matching Service Resources to Client. | |||
Rostering | Dispatcher | Dispatching Service Appointments | |||
Rostering | Dispatcher | Work Types, Work Plans and templated services | |||
Rostering | Dispatcher | Handlinf Resource Preferences | |||
Client Management | Client Manager | Cancelation Rules - how to cancel and who gets paid? | |||
Appointment Delivery | Service Resource | Service Resource notified of assignment and or dispatched appointment | |||
Appointment Delivery | Service Resource | Service Resource Check in / Check out | |||
Appointment Delivery | Service Resource | Attributing Traveland expensing travel | |||
Appointment Delivery | Service Resource | Creating Cases/Incidents | |||
Appointment Delivery | Service Resource | Attributing Expenses for
| |||
Client Management | Client Manager | Catching client notes | |||
Client Management | Client Manager | Managing client Goals | |||
Finance | Finance Manager | Timesheet creation | |||
Finance | Finance Manager | Retrying failed payment requests from the NDIS | |||
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