Department | User | Story | Demo / Knowledge Base Article - DCR | Demo / Knowledge Base Article - ClearSky | |
|---|---|---|---|---|---|
Salesforce Basics | Everyone | Understanding basic objects | |||
Salesforce Basics | Everyone | Creating records and related records | |||
Salesforce Basics | Everyone | Creating records and related records | |||
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 | DCR - Service Resource SkillsDCR - | ||
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 | Adobe Sign | Adobe sign | |
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. | Service Resource Operating Hours 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 | |||
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 | |||
Client Management | Client Manager | Catching client notes on mobile app Tim Sweeney | |||
Appointment Delivery | Service Resource | 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 | 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: Service Appointment Management | ||
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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