Individual Participant Scheduling

Accessing Work Order Management

For Individual Participant Scheduling, go to a Service Agreement Record and click the Create Work Orders Quick Action, this will open the Work Order Management feature with the context of the Service Agreement and Participant where you have opened it.

Open

Work Order Management Walkthrough

Work Order Details

The first step in this process is Work Order Details, which allows you to add the following information.

• Participants - many Participants can be added when Multi Participant Scheduling is selected at the first step.

  • Note that the Client Count specified here is used to calculate the ratio on the Service Appointment and feeds into the Invoice Line Item calculation.

• Service Territory - select from active Service Territories where the service is to be delivered.

• Location - this is a filtered list of Locations that are available on the related Participant Contact Records.

• Work Type - select from active Work Types in the system.

• Goal - this is a filtered list of Goals from the related Participant Contact Records.

Open

Support Items and Schedule

The second step is Support Item and Schedule where you can select the Support Item that is being delivered per participant and specify the scheduled times of delivery.

The key areas to complete here:

• Schedule

  • Start Date and End Date define when Service Appointments will be created from and to.

  • Start Time and End Time define the delivery time of each individual Service Appointment.

  • Service Frequency defines if this is to be scheduled Weekly or One Time.

  • Days of the Week defines the days that the service will be delivered between the specified Start Date and End Date.

  • Required Service Resources defines how many Service Resources are required to deliver the service, this will feed into the Invoicing data flow based on the ratio using Client Count:Required Service Resources.

• Participant Tabs

  • Different to Individual Scheduling, you’ll see tabs for the multiple participants that we’re scheduling in the Multi Participant Scheduling process.

• Support Items Filter

  • This section allows you to filter for Selected Support Items based on the filters you apply.

  • You can view more information about how the filters here - Managing Support Categories & Support Items

• Selected Support Item(s)

  • This section will show you a list of Support Items based on the Support Item Filters you apply and you can select the Support Items that are to be delivered.

• Service Duration

  • When more than one Support Item is selected or Provider Travel needs to be specified, the Service Duration section will appear so you can specify the time related to each selected Support Item.

Preview

The final step is the Preview where you can view a summary of Work Order Line Items that have been scheduled and the breakdown of the budget being used.

• There is a tab for each participant so we can review the budget utilisation per participant.

• The Resource Assignment tab allows us to specify resources to be assigned to the Service Appointments.

Work Order

The Work Order is linked to the participant with the related Work Order Line Item to facilitate invoicing.

Work Order Line Item

The related Work Order Line Item will generate the Total Amount based on the calculation below.