Content Comparison

Onboarding > Service Agreement

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

Handling 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

Service Agreement signing

Rostering 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 process/ 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

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