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
| |||||
Finance | Finance Manager | Timesheet creation | |||||
Finance | Finance Manager | Retrying failed payment requests from the NDIS | |||||
Content Comparison
General
Content
Integrations