Content Comparison

Salesforce Basics

Everyone

Understanding basic objects

https://www.loom.com/share/c985eb83491049868002652fd0ecbb3d

https://www.loom.com/share/c985eb83491049868002652fd0ecbb3d

Salesforce Basics

Everyone

Creating records and related records

How to: Create Records

How to: Create Records

Salesforce Basics

Everyone

Creating records and related records

https://www.loom.com/share/8b708a404b7e46169f9275b6ec38ef01

https://www.loom.com/share/8b708a404b7e46169f9275b6ec38ef01

HR

HR Team /Tech

Adding Salesforce User and Service Resource via Okta

n/a (done through Okta)

n/a (done through Okta)

HR

HR Team

Adding Service Resource Attributes such as Capacity and Shifts

Service Resource Skills

Service Resource Skills

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

 DCR - The Opportunity Object

DCR - The Opportunity Object

Onboarding

 Client Management

Attaching documents

https://www.loom.com/share/2fae316d8a3b46c38857f8bc736a47fa

https://www.loom.com/share/2fae316d8a3b46c38857f8bc736a47fa

Onboarding

 Client Management

Signing a Service Agreement

Adobe Sign

Adobe sign

Rostering

Dispatcher

Work Order Management (Create / Edit)

 DCR - Individual Participant Scheduling

DCR - Individual Participant Scheduling

Rostering

Dispatcher

Service Appointment Management (Create / Edit)

DCR - Service Appointment Management + Match Resources

DCR - Service Appointment Management + Match Resources

Rostering

Dispatcher

Using the FSL dispatcher console / Optimiser

DCR - Field Service Dispatcher Console

DCR - Field Service Dispatcher Console

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

DCR - Service Appointment Management + Match Resources

DCR - Service Appointment Management + Match Resources

Rostering

Dispatcher

Assigning multiple Resources to single or multiple Service Appointments

https://www.loom.com/share/a9c7a16d2d7647a2acadf0863b063d51

Rostering

Dispatcher

Matching Service Resources to Client.

Manage Client Preferences: https://www.loom.com/share/08bbd094e1bd49c297b0c790124d4b17

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

DCR - Work Plans & Work Types

DCR - Work Plans & Work Types

Rostering

Dispatcher

Handlinf Resource PreferencesHandling Resource Preferences

Service Resource Operating Hours

Service Resource Operating Hours

Rostering

Dispatcher

Support Coordination

DCR - Support Coordination Work Order

DCR - Support Coordination Work Order

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

 https://www.loom.com/share/7fbeedcb6e6b427aa25864a3fa4436f9

https://www.loom.com/share/7fbeedcb6e6b427aa25864a3fa4436f9

Client Management

Client Manager

Adding and managing Care Plans

Client Management

Client Manager

Catching client notes

https://www.loom.com/share/7fbeedcb6e6b427aa25864a3fa4436f9

https://www.loom.com/share/7fbeedcb6e6b427aa25864a3fa4436f9

Client Management

Client Manager

Catching client notes on mobile app Tim Sweeney

Appointment Delivery

Service Resource

FSL Mobile App

DCR - FSL Mobile App

Appointment Delivery

Service Resource

Service Resource notified of assignment and or dispatched appointment

https://help.salesforce.com/s/articleView?id=sf.mfs_push_notifications.htm&type=5

Appointment Delivery

Service Resource

Service Resource Check in / Check out

DCR - FSL Mobile App

Appointment Delivery

Service Resource

Attributing and expensing travel

DCR - Add Expense

Appointment Delivery

Service Resource

Creating Cases/Incidents from support worker app

DCR - Add Incident

Appointment Delivery

Service Resource

Creating Cases/Incidents from within Salesforce

https://www.loom.com/share/a93b99f75a9c418ea26410cc99ee2475

https://www.loom.com/share/a93b99f75a9c418ea26410cc99ee2475

Appointment Delivery

Service Resource

Attributing Expenses for

1. Parking

2. Tolls

3. Meals

4. Day trips

Client Management

Client Manager

Client Management

Client Manager

Managing client Goals

Finance

Finance Manager

Timesheet creation

DCR - Time Sheet Management

DCR - Time Sheet Management

Finance

Finance Manager

Retrying failed payment requests from the NDIS

Salesforce Admin

System Admin

Custom Settings

DCR - Custom Settings