Preliminary SIL Rostering UAT

Location

A Location defines the physical address of a Property where Client’s are tenants.

Key Fields

1. Visitor Address: Google Maps address, required for Service Appointment Directions in the FSL App

2. Capacity: The number of tenants the property can house

3. Active Clients: The number of Active Location Contacts (Clients) at the Propert

4. Availablity: a Sum of Capacity - Active Clients

Location Contact

The Location Contact Object is a junction object that allows for a many-to-many relationship between Contacts (Clients) and Locations.

When a Service Agreement is created in Maica, we can specify the SIL Location that the Client resides at.

Upon assigning the Location on the Service Agreement and clicking Save, an Active Location Contact will be created.

Key Fields

1. Active: Identifies if the Contact is an Active Resident of the Property

2. Contact: Lookup to the Clients full Contact Record

3. Location: The Location the Client is assigned to

4. Service Agreement: a reference field

5. Start and End dates: By default represent the Service Agreement Start and End Dates

SIL Resource

The SIL Resource Object is a junction object that allows for a many-to-many relationship between Service Resources (Support Worker) and a Locations.

Key Fields

1. Service Resource: Lookup to Service Resource record

2. Active: Checkbox identifying if the Service Resource is currently working at the Location

3. Start Date:The Date the Service Resource was assigned to the Location

4. End Date: The Date the Service Resource was unassigned from the Location

Service Schedule

The Service Schedule record will largely represent directly a Roster of Care and it’s composition.

Key Fields

1. Participant: Lookup to Client Contact

2. Roster Format: Use to help generate Work Orders and Service Appointments correctly

3. Roster of Care Reference: A text field for referencing the ROC related to the Schedule

4. Start & End Dates: Inherited from the related Service Agreement

5. Prevailing Ratio: As stated on the ROC and will be used to determine Service Appointments for Service Items

Service Item

The junction object between Service Schedule and Product

Key Fields

1. Support Item: The Support Item from a Pricebook that is to be delivered.

2. Day, Start & End Time: The Day and times the Service Item needs to be delivered

3. Ratio: Describes the required ratio for the Service Item to be delivered

Service Batch

A Service Batch is the mechanism for generating Work Orders and Service Appointments and grouping them together.

Key Fields

1. Service Schedule: The related Service Schedule we’re creating Services for aligned with Service Items

2. Start Date: Defines when Services will be generated from

3. End Date: Defines the Date of which the last Service will

https://www.loom.com/spaces/All-Vertics-Workspace-91836/folders/DCR-SIL-Series-778de67b44ab4195be735fff86c18076

Delete Batch Items

A process on the Service Batch record to deleted all related Work Orders and Service Appointments.

Work Order

Parent Work Order

The Parent Work Order be the parent of each Service Appointment that reflects the Roster Format of the Location and the Service Resources on that Roster

Child Work Orders

A Child Work Order is created for each Service Item to be delivered per day.

Service Appointment

A Service Appointment is the ‘When’ and ‘Who’ and will define the Hours of work a Support Worker is required for each Service Item

Shift Management Tool

(Service Appointment Management for SIL)

The SIL Shift Management feature will be the home to managing Service Appointments, assigning resources and updating durations.

https://www.loom.com/spaces/All-Vertics-Workspace-91836/folders/DCR-SIL-Series-778de67b44ab4195be735fff86c18076