Department | User | Story | Demo / Knowledge Base Article - DCR | Demo / Knowledge Base Article - ClearSky |
|---|---|---|---|---|
Salesforce Basics | Everyone | |||
Salesforce Basics | Everyone | Creating records and related records | ||
Salesforce Basics | Everyone | Creating records and related records | ||
HR | HR Team | Adding Salesforce User and Service Resource via Okta | n/a | n/a |
HR | HR Team | Adding Service Resource Attributes such as | ||
Onboarding | Client Management | Syncing a Contact with the NDIS | ||
Onboarding | Client Management | Onboarding clients with Opportunities > Service Agreement |
| |
Onboarding | Client Management | Attaching documents | ||
Onboarding | Client Management | Signing a Service Agreement | ||
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 | ||
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. | ||
Rostering | Dispatcher | Dispatching Service Appointments | ||
Rostering | Dispatcher | Work Types, Work Plans and templated services | ||
Rostering | Dispatcher | Handlinf Resource Preferences | ||
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 | Managing client Goals | ||
Appointment Delivery | Service Resource | Service Resource notified of assignment and or dispatched appointment | ||
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 | ||
Appointment Delivery | Service Resource | Attributing Expenses for
| ||
Finance | Finance Manager | Timesheet creation | ||
Finance | Finance Manager | Retrying failed payment requests from the NDIS | ||
General
Content
Integrations