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  1. What states do you operate in? This will determine which NDIS price books we upload.

    1. QLD

    2. NSW

  2. What products/services do you deliver?

    1. Supported Independent Living (SIL) - DCR

    2. Occupational therapy - Clear Sky

    3. Behavioural support - Clear Sky

    4. Support coordination - Clear Sky

    5. Specialist support coordination - Clear Sky Personal Care

    6. Community Access

    7. Support Coordination

    8. SIL

  3. How many Service Resources do you have?

  4. What are the differences in operations between DCR and Clear Sky?

    1. What records/data need to be attributed specifically to each business?

    2. Will Clear Sky and DCR use the same Salesforce Org?

    3. DCR - NDIS (SIL)

    4. Clear Sky - Allied Health

    1. 119

  6. How many participants to you deliver for?

    1. DCR - 75+

    2. Client Care - 300+200

  7. How many Maica Licenses do you need? - $35 Per License

  8. Are your Service Resource Available hours inherited by a particular Service Territory?

    1. Not broken down by area - Staff can work 24/7 (Service Territory Operating Hours)

      1. Service Resource Timslots determined related directly to service resource

    2. Usually your service territory is within 30-60km’s from the Support Workers home

      1. However, they may not travel longer distances for a shorter shift

    3. Support Workers can update their availability

  9. What specific scheduling/rostering needs do you have? Eg 7 day on 7 day off schedule?

    1. Hours and capacity are based at an individual Support Worker level

  10. Where will you manage Service Resource absences?

    1. KeyPay

  11. Do you schedule multiple participants to singular Service Appointments?

    1. Currently no but future yes

  12. Do you schedule multiple Service Resources to single Service Appointments?

    1. Yes (2:1 ratio)

  13. Do you schedule multiple Service Resources to multiple Participant Service Appointments?

    1. Currently no possibly in future

  14. Do your Service Resources have a capacity on what hours they can deliver per day/week/month?

    1. No cap

    2. Student visa holders can’t do more than 24 hours per week

  15. How are your timesheets currently generated? Weekly, fortnightly or Monthly etc

    1. Fortnightly

  16. What is your invoicing/claim period?

    1. Fortnightly

  17. How do you currently handle expenses for the Service Resource?

    1. Reinbursement feature in flow logic

    2. Expense Claim > Attach document > Approve > Pay

  18. What can currently be expensed by a Support Worker?

    1. Parking

    2. Tolls

    3. Meals

    4. Day trips

    5. Travel handled in time-sheet process (per KM travel)

  19. How do you currently handle travel/KM costs for the Service Resource?

    1. Travel handled in time-sheet process (per KM travel)

  20. What is the current process for logging cases and incidents?

    1. Flow logic system

    2. Notification to coordinators

    3. Handed to corporate governance

  21. How are Accounts (Organisations) currently classified and recorded? In what scenarios do you need to report and record on businesses/Organisations?

    1. iSantana Baskar (Unlicensed) to review. Primary Contact; Additional Contact; Allied Health Therapist; Doctor; NDIS Local Area Coordinator; NDIS Plan Manager; NDIS Support Coordinator; Service Provider; Other Contact

  22. Record Client Cancellation rules in user stories.

    1. iSantana Baskar (Unlicensed) to review. User stories by iSantana Baskar (Unlicensed)

  23. Provide a list of Profiles starting from Syetem System Admin (top) to bottom.

    1. In Salesforce, Profiles decide which objects and data they have access to. Profiles control what the user can do with your Salesforce data at the Object level with the four actions of Create, Read, Edit, and Delete.

      If you have 50 staff members using Salesforce internally you will need to segment them into groups of users who all will require the same level of access.

      Example 1:
      Profile: Finance Manager
      They may have Create, Read, Delete, Edit access to all Finance records (such as Invoice and Payment Requests)

      Example 2:
      Profile: Finance Assistance
      This profile may only have Read access to Finance records

      Your dispatchers may also have different profiles based on their role and what access you want to grant the (should it vary).

      Example 3:
      Profile: Dispatcher
      This profile may have full Read/Create/Edit/Delete access to Service Agreements, Service Appointments and Work Orders

      Example 4:
      Profile: Dispatcher Assistance
      May only have access to Service Appointments

    2. iSantana Baskar (Unlicensed) to review Pl refer to my email dtd 31/10/23

  24. Will all Service Resources have the same access level?

    1. Is this likely to change in the future. Yes

  25. How do you currently match clients to service resourcing?

    1. In FSL the Optimiser uses the following attributes to (optionally) automatically assign Support Workers to Service Appointments using the following attributes:

      1. Skills

      2. Preferences (Operating hours)

      3. Resource Preferences (the clients personal preference)

      4. Service Territory

      5. In flow logic CC use Preferred Resources (include and exclude)