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Supported Independent Living

Supported Independent Living

OVERVIEW

Supported Independent Living (SIL) locations are supported in Salesforce using the Location Record, with standard Maica and Field Service features used to help manage the scheduling and finance processes.

We use Maica to generate Invoice Line Items based on a fixed schedule that is assigned to the Agreement Item Record and use the Shift features available in Field Service to schedule resources and generate Service Appointments.

FEATURES

Feature

Description

Feature

Description

Agreement Items

From an Agreement Item Record you can set a fixed schedule to generate Invoice Line Items automatically.

For SIL services, Invoice Line Items will be generated based on a fixed schedule instead of completed Work Orders.

Locations

A Location Record represents each of the SIL Locations. This record contains the address of the SIL Location and is the central record for all related records associated with SIL data processes.

Work Order - Scheduling

This record is a parent of the Location Record and is a Work Order that remains open to facilitate scheduling of Service Resources at the SIL Location.

Work Order - Clients

The child Work Orders related to the Location are setup for each participant that receives services at the Location.

This Work Order stays open throughout the participant’s tenure, it holds all the necessary information to deliver services to the participant - notes, goals, etc.

Service Appointments

Service Appointments are created and linked to the parent Work Order (Work Order - Scheduling) to support scheduling of Service Resources to the Location. These records will appear in the Field Service mobile app for the scheduled Service Resource.

Shifts

Shifts are a feature in Field Service that can be used to manage resource scheduling.

  • Shift Templates - linked to Locations to define the standard shifts that are worked at the Location.

    • Linked to Shift Patterns to enable scheduling of the template over scheduled periods.

    • Linked to Job Profiles to define the worker profile required to deliver shift.

When a Shift Status is updated to Confirmed, this will trigger a Service Appointment to be created in the background which will appear in the Service Resource’s mobile app.

DATA MODEL

Key areas of the data model that are utilised to define SIL scheduling.

  • The Agreement Item is configured under the Service Agreement to automatically create Invoice Line Items.

  • The Location is the central record for managing the resource scheduling - here you can access:

    • The parent Work Order which is utilised for scheduling Service Resources to Service Appointments.

    • The child Work Orders which are utilised for managing service needs for individual clients.

  • Shifts are used with Shift Templates and Shift Patterns to reserve Service Resources in a schedule which is used as a template to create Service Appointments.

 

VIDEOS

Location Scheduling with Shifts

Creating Location Service Appointments (without using Shifts)

 

 

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