Department | User | Story | Demo / Knowledge Base Article - DCR | Demo / Knowledge Base Article - ClearSky | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
Salesforce Basics | Everyone | |||||||||
Salesforce Basics | Everyone | Creating records and related records | ||||||||
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 | ||||||||
Onboarding | Client Management | Syncing a Contact with the NDIS | ||||||||
Onboarding | Client Management | Onboarding clients with Opportunities > Service Agreement |
| |||||||
Onboarding | Client Management | Attaching documents | ||||||||
Onboarding | Client Management | 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 / 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? | ||||||||
Client Management | Client Manager | Adding and managing Goals |
| |||||||
Client Management | Client Manager | Adding and managing Care Plans | ||||||||
Client Management | Client Manager | Catching client notes | ||||||||
Client Management | Client Manager | Managing client Goals | ||||||||
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 and 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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