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 | ||
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. | 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 | ||
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 |
|
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 | ||
General
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Integrations