User Stories
- Harry Mycock
- Tashi Phuntsho (Unlicensed)
- Tim Sweeney
Department | User | Story | Demo / Knowledge Base Article - DCR | Demo / Knowledge Base Article - ClearSky |
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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 | ||
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) | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967262077 | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967262077 |
Rostering | Dispatcher | Using the FSL dispatcher console / Optimiser | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967260216 | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967260216 |
Rostering | Dispatcher | Using the FSL gantt view | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967260249 | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967260249 |
Rostering | Dispatcher | Using the Manage Resources buttton | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967262077 | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967262077 |
Rostering | Dispatcher | Assigning multiple Resources to single or multiple Service Appointments |
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Rostering | Dispatcher | Matching Service Resources to Client. | Manage Client Preferences: https://www.loom.com/share/08bbd094e1bd49c297b0c790124d4b17 |
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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 |
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Rostering | Dispatcher | Work Types, Work Plans and templated services | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967263673 | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967263673 |
Rostering | Dispatcher | Handling Resource Preferences | https://verticconsulting.atlassian.net/wiki/spaces/MSK/pages/1935212581 | https://verticconsulting.atlassian.net/wiki/spaces/MSK/pages/1935212581 |
Rostering | Dispatcher | Support Coordination | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967261643 | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967261643 |
Rostering/Finance | Admin/Finance Manager/ Dispatcher | Managing Support Categories & Support Items | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/edit-v2/1967259840 |
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Client Management | Client Manager | Cancelation Rules - how to cancel and who gets paid? |
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Client Management | Client Manager | Adding and managing Goals | ||
Client Management | Client Manager | Adding and managing Care Plans |
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Client Management | Client Manager | Catching client notes | ||
Client Management | Client Manager | Catching client notes on mobile app @Tim Sweeney |
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Appointment Delivery | Service Resource | FSL Mobile App | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967262305 |
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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 |
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Appointment Delivery | Service Resource | Service Resource Check in / Check out | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967262305 |
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Appointment Delivery | Service Resource | Attributing and expensing travel | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1968111705 |
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Appointment Delivery | Service Resource | Creating Cases/Incidents from support worker app | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1968111752 |
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Appointment Delivery | Service Resource | Creating Cases/Incidents from within Salesforce | ||
Appointment Delivery | Service Resource | Attributing Expenses for
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Finance | Finance Manager | Timesheet creation | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967262843 | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967262843 |
Finance | Finance Manager | Retrying failed payment requests from the NDIS |
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Salesforce Admin | System Admin | Custom Settings | https://verticconsulting.atlassian.net/wiki/spaces/DCR/pages/1967260539 |
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