SIL Location Scheduling

Location →Location Contact

Location Contact is the junction object between Location and Contacts

Contact → Location Contact

A Contact can have many related Location Contact records.

Location → SIL Resource

SIL Resource is the junction object between Location and Service Resource

Service Resource → SIL Resource

A Service Resource can have many related SIL Resource records.

Location → Service Batch

A Location can have many related Service Batches

Servie Batch → Service Schedules

A Service Batch can have many related Service Schedules

Service Schedule → Service Items

A Service Schedule can have many relatedService Items

Service Batch → WorkOrder

A Service Batch can have many related WorkOrders

Service Schedule → WorkOrder

A Service Schedule can have many related WorkOrders

WorkOrder → WorkOrderLineItem

A WorkOrder can have many related WorkOrderLineItems

Service Item → WorkOrderLineItems

A Service Item can have many related WorkOrderLineItems

WorkOrderLineItem → Invoice Line Item

A WorkOrderLineItem has one related Invoice Line Item

Agreement Item → WorkOrderLineItem

An Agreement Item can have many related WorkOrderLineItems

Agreement Item → Invoice Line Item

An Agreement Item can have many related Invoice Line Items

Invoice → Invoice Line Item

An Invoice can have many related Invoice Line Items

Service Agreement → Agreement Item

A Service Agreement can have many related Agreement Items

Contact → Service Agreement

A Contact can have many related Service Agreements

WorkOrder → ServiceAppointment

A WorkOrder can have many related Service Appointments

ServiceAppointment → TimeSheetEntry

A ServiceAppointment can have many related TimeSheetEntries

Generate Services

• Select dates to define period of service to create

Create Service Batch

Run Batch

Creates Work Orders and Service Appointments based of the formats defined by the Service Schedules related to the Active Service Templates.

Delete Batch Items

Delete related all Child Records

Summary

Provide a summary of core records being create as part of the Generate Service Process

Create Location Contact

From an active Service Agreement, if SIL, Create Location Contact at Select SIL Location

Create SIL Resource

When a Service Schedule Resource Count != NULL, Create a SIL Resource record per required resource.

Create Service Appointments

Based of Roster Format select on Location and on Service Schudule and Service Item Resource Count requirements.

Type

Defines whether the Location is a SIL Location or normal Location

Capacity

Defines the number of Participants a SIL Location can service.

Active Participants

Is a Rollup Summary formula COUNT of Active Location Contacts

Availability

Is a Formula field: Capacity - Active Participants

Roster Format

The roster format assigned to the Location. Required for creating Service Appointments reflecting the Shift period.

Contact

Lookup to related Contact Record

Full Name

Formula field: Name of the Participant

Active

Checkbox identifying if the Participant is a Current or Previous tenant

Start Date

The Date the Participant became a Tenant

End Date

The Date the Participant left the Location

Service Agreement

Link the Contact to an active Service Agreement to create Service Schedules

Service Resource

Lookup to related Contact Record

Active

Checkbox identifying if the Service Resource is currently working at the Location

Start Date

The Date the Service Resource was assigned to the Location

End Date

The Date the Service Resource was unassigned to the Location

Service Schedule

Nominate the Service Schedule the particular Service Resource is responsible for delivering services.

Service Template

The parent record of this Service Schedule

Participant

If applicable, the direct Participant this Service Schedule is related to. Based of a Roster of Care

Interval (Days)

Used in scheduling to define interval/frequency

Service Resource

If applicable, the direct Service Resource responsible for service delivery

Resource Count

If applicable, the number or Service Resource required to deliver this Schedule

Roster Format

If applicable, the Roster format that this schedule related to - inherited from Location

Location Schedule

A Checkbox that defines if Supports are for indirect assignment. Note, this changes the way Work Orders are created. The date model is similar to multi - participant WOM

Service Schedule

The Parent record this Service Item is the child of

Support Item

The Support Item from the NDIS Catalogure that is to be delivered

Day

The day the Support Item is to be delivered

Start Time

The Start Time the Support Item is to be delivered

End Time

The End Time the Support Item is to cease being deliverd

Recource Count

The number of Resources required to deliver the Support Item.

Description

Additional details about the delivery of this service.