The Service Booking Object Overview
- Jan Tenenberg
The Service Booking for a given Participant’s Plan is an important piece of the information chain and underpins most of the functions within the Maica solution. A Service Booking can be access via a given Plan record within Salesforce using the following steps:
Open a Participant profile (Salesforce Contact)
Click on the
Plan Managementtab to access a number of plan-related recordsOpen a Service Booking to access all available records for the selected Participant
The Service Booking object captures a number of critical and useful data points, as described below.
Data Point | Description |
|---|---|
Start Date and End Date | The start and end date are significant data points within a Service Booking, as several business processes are typically built around these. Service Booking dates are automatically synchronised with Salesforce from the NDIS (alongside additional information). |
Aggregated Budget Information | At the highest level, the Service Booking holds budget information which summarised all available Booking Items as approved by the NDIS. |
Service Booking Items | Each Service Booking carries a number of Booking Items, usually at Support Category but this could also be at Support Item level in cases where a Stated Booking has been set up within the NDIS Plan. |
The Service Booking Item Profile Screen
The following screen illustrates a typical Booking Item profile showing all relevant information in a single place based on a Service Booking record.
