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 | https://knowledge.maica.com.au/welcome-to-maica/participant-management/participant-proda-sync | https://knowledge.maica.com.au/welcome-to-maica/participant-management/participant-proda-sync | ||
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 | DCR - Dispatcher Console: Filtering GANTT View by Service Territory | DCR - Dispatcher Console: Filtering GANTT View by Service Territory | ||
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 | Via Service Appointment Management: https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967262077/DCR+-+Service+Appointment+Management+Match+Resources#Bulk-Updating-Service-Appointments Via Dispatcher Console: https://help.salesforce.com/s/articleView?id=sf.pfs_appointments_list.htm&type=5#:~:text=Mass%2DEdit%20Appointments | |||
Rostering | Dispatcher | Work Types, Work Plans and templated services | ||||
Rostering | Dispatcher | Handling Resource Preferences | ||||
Rostering | Dispatcher | Support Coordination | ||||
Rostering/Finance | Admin/Finance Manager/ Dispatcher | Managing Support Categories & Support Items | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/edit-v2/1967259840 | |||
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 | ||||
Appointment Delivery | Service Resource | FSL Mobile App | ||||
Appointment Delivery | Service Resource | Service Resource notified of assignment and or dispatched appointmenthttps://help.salesforce.com/s/articleView?id=sf.mfs_push_notifications.htm&type=5 | https://help.salesforce.com/s/articleView?id=sf.mfs_push_notifications.htm&type=5 | |||
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 from support worker app | ||||
Appointment Delivery | Service Resource | Creating Cases/Incidents from within Salesforce | ||||
Appointment Delivery | Service Resource | Attributing Expenses for
| ||||
Finance | Finance Manager | Timesheet creation | ||||
Finance | Finance Manager | Retrying failed payment requests from the NDIS | ||||
Salesforce Admin | System Admin | Custom Settings | ||||
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