Meeting Notes
· Advisory Flag Fields on Job
Action: Sandra would like to implement advisory flag fields.
Next Steps: Define business rules for advisory flags and compare them with those used by the Inspectorate.
· Job Status’
Action: Glynn to sync with Sandra/Annelise and identify which Job Status values will be most relevant for reporting purposes.
Discussion Point: Determine if any KPIs (e.g., duration spent in a specific status by a Case Worker) will be linked to Status values and Job Status tracking.
Job Information
Action: Glynn/Sandra to confirm if any additional fields from the Case/Program Engagement object need to be added to the Job object.
· Locations (Future Planning)
Action: Define how Locations will be categorized for Programs versus Inspectorate workflows.
· Roles on Jobs
Discussion Point: Programs use “Client” as the primary role for the people they work with.
Action: We need to define roles for people at other organizations and internal staff.
Relationship to Contact: Determine if the Contact field on a Job should mirror the structure of the existing caseman__ReferralOrganizationContact__c field related directly to the Job or via a Job Contact?
· Access to Test System
Action: Organize access to the test system to gather feedback on page layouts.
· Job Record Types
Action: Update Job Record Type name to Crisis Support for Programs. Community Engagement for Outreach/Education as a more relevant designation.
· Additional Questions & Action Points
Question (Annelise): How are Animal Movements and related data captured for the current Animal stay vs an older record?
· Treatment Tracking
Discussion Points: Some treatments and associated costs are managed in EziVet. A solution is needed to track these within AnimalOS so they appear on the Invoice.
Question (Sandra): How will External Vet Treatments be tracked? RSPCA use External Vet clinics and hospitals, especially in sites outside of Sydney/Yagoona where there is no vet hospital on site.
· Invoice Management
Action: Explore solutions to track true costs of services provided as well as including what is billed to clients.
Discussion Points: Consider invoicing at the Animal level, as clients may have multiple animals which have different services provided to them.
Question (Annelise): Can External Invoices be added to the Job record with the ability to create service line items?
Examples: Invoice-related Job activities, such as Invoice Received.
Action: Glynn to provide examples to Vertic
Question (Annelise): What happens if a payment is received before the associated invoice is created?
· Forms in AnimalOS
Action: Glynn to gather a list of all forms sent to clients.
Discussion Point: Assess whether forms should be built using Conga or directly within AnimalOS.