App Navigation
Review the apps that have been created (Onboarding, Services, Finance, People & Culture).
Questions:
Do these adequately support the areas of the business or do we need a more targeted experience for some user groups?
Do the tabs in each app make sense, anything we should add/remove?
Do the dashboards on in the Home Tab in each app provide a set of data that is useful for each user group, anything to add/remove?
Related:
https://www.loom.com/share/9a176294241642f09ec857a2511a6d9e
https://verticconsulting.atlassian.net/wiki/spaces/MSK/pages/1875836969
awaiting feedback
Staff Contact
Go to the Contacts Tab in the People & Culture App and create a new Staff Contact.
Questions:
Is the page layout of the Staff Contact accurate according to provided requirements?
Do the Staff Contact fields align with the requirements?
Are all Staff Contact picklists accurate?
Are the required documents assigned to the newly created Staff Contact record?
Can you manage the documents on the Staff Contact record?
Can you add all other necessary related records?
Related:
https://verticconsulting.atlassian.net/wiki/spaces/MSK/pages/1875869828
Staff Profile Photo component
Worker Status Logic
Minor page layout changes
Minor label changes
Staff contacts are standard fields - Not Connections
Postal address added
Worker Status Logic
Client Contact
Go to the Contacts Tab in the Onboarding App and create a new Client Contact.
Questions:
Is the page layout of the Client Contact accurate according to provided requirements?
Do the Client Contact fields align with the requirements?
Are all Client Contact picklists accurate?
Are the required documents assigned to the newly created Client Contact record?
Can you manage the documents on the Client Contact record?
Can you add all other necessary related records?
Related:
https://verticconsulting.atlassian.net/wiki/spaces/MSK/pages/1875869828
Other Contact
Go to the Contacts Tab in the Onboarding App and create a new Other Contact.
Questions:
Is the page layout of the Other Contact accurate according to provided requirements?
Do the Other Contact fields align with the requirements?
Are all Other Contact picklists accurate?
Can you manage the documents on the Other Contact record?
Can you add all other necessary related records?
Contractor Contact
Go to the Contacts Tab in the Onboarding App and create a new Contractor Contact.
Questions:
Is the page layout of the Other Contact accurate according to provided requirements?
Do the Other Contact fields align with the requirements?
Are all Other Contact picklists accurate?
Can you manage the documents on the Other Contact record?
Can you add all other necessary related records?
Client Goals
From a Client Contact record, go to the Goals Tab.
Is the About Me section suitable?
Click New from the Goalsrelated list
Are the fields capturing all the required information?
Are the related list columns accurate?
Updated based off of Client Support plan.
Cases
Go to the Cases Tab in the Service App and Create a New Case.
Questions:
Do the Record types line up?
Do the Case fields align with requirements?
Review current escalation rules in this comment
Are Case page layouts correct?
Supplier Account
Go to the Accounts Tab in the Services App and create a new Supplier.
Questions:
Is the page layout of the Supplier accurate according to provided requirements?
Do the Supplier fields align with the requirements?
Are all Supplier picklists accurate?
Can you manage the documents on the Supplier record?
Can you add all other necessary related records?
Individual Account
Go to the Accounts Tab in the Services App and create a new Individual.
Questions:
Is the page layout of the Individual accurate according to provided requirements?
Do the Individual fields align with the requirements?
Are all Individual picklists accurate?
Can you manage the documents on the Individual record?
Can you add all other necessary related records?
Organisation Account
Go to the Accounts Tab in the Services App and create a new Organisation.
Questions:
Is the page layout of the Organisation accurate according to provided requirements?
Do the Organisation fields align with the requirements?
Are all Organisation picklists accurate?
Can you manage the documents on the Supplier record?
Can you add all other necessary related records?
Not in use
Service Agreement Opportunity
Go to the Services Tab on a Client Contact, click New on the Opportunities related list and create a Service Agreement Opportunity.
Questions:
Are the Stages accurate for the Service Agreement Opportunity?
Is the page layout of the Service Agreement Opportunity accurate according to provided requirements?
Do the Service Agreement Opportunity fields align with the requirements?
Are all Service Agreement Opportunity picklists accurate?
Can you manage the appropriate Contact Roles associated to a Service Agreement Opportunity?
Can you manage the Products/Price Books related to a Service Agreement Opportunity?
Assign a Price Book in the Products related list.
Use the Product Management Quick Action.
Amount will calculate based on your selected Products.
Close the Opportunity as won before creating a Service Agreement.
Ready for UAT
Except areas of ‘TBC’
Stages changed
Page layout updated
Opportunity Contact Roles used.
Notes:
ILO Opportunity
Go to the Services Tab on a Client Contact, click New on the Opportunities related list and create a ILO Opportunity.
Questions:
Are the Stages accurate for the Service Agreement?
Is the page layout of the Service Agreement accurate according to provided requirements?
Do the ILO Opportunity fields align with the requirements?
Are all ILO Opportunity picklists accurate?
Can you manage the appropriate Contact Roles associated to a ILO Opportunity?
Can you manage the Products/Price Books related to a ILO Opportunity?
Assign a Price Book in the Products related list.
Use the Product Management Quick Action.
Amount will calculate based on your selected Products.
Close the Opportunity as won before creating a Service Agreement.
to follow
Service Agreement
Go to an Opportunity and use the Create Service Agreement Quick Action to create a Service Agreement.
Questions:
Review the Service Agreement fields to see if anything needs to be added/removed.
Review Agreement Items to see how they align with Opportunity Products that copied from the Opportunity.
Review the Manage Service Agreement Quick Action.
Awaiting feedback
Work Order - Create Support Coordination Work Order
Go to a Service Agreement and select the Create SC Work Order Quick Action.
Questions:
Do the fields in the Create SC Work Order window make sense, anything to add/remove?
When the SC Work Order has been submitted, you can review the Work Order under the Services tab on the Service Agreement.
Awaiting feedback
Work Order - Create Work Orders
Go to a Service Agreement and select the Create Work Orders Quick Action.
Related:
Awaiting feedback
Manage Service Appointments
Go to the Services App and select the Service Appointment Management Tab. Service Appointments that you have created in the Work Order Management wizard will be available to manage here.
Related:
Awaiting feedback
Field Service Mobile
Download the Field Service Mobile App.
Login to the Field Service Mobile App.
We have created Beyonce as a test carer, to login:
Assign Work Orders to Beyonce to see them when logged into the mobile app.
Awaiting feedback
18
Service Appointment Management
To manage a Service Appointment in the mobile app, use the Service Appointment Management actions.
Access an appointment via the calendar.
Use quick actions to update Service Appointment information.
Awaiting feedback
19
FSL App Page Layouts & FSL record pages (desktop)
Consider the following when reviewing Work Orders, Service Appoints, Contacts, Related Lists and detail pages.
App
Desktop
Review Work Order & Service Agreement pages as an NTL, Coach, Payroll, Finance etc
Are the record details capturing all required information?
Does anything need to be hidden
Are the related lists relevant
What else do you need access to from these pages
Awaiting feedback
20
Invoice Line Items
When a Work Order Line Item is updated to Completed, this will trigger an Invoice Line Item to be created.
Completing a Work Order will update all related Work Order Line Items to completed.
Awaiting feedback
21
Time Sheet Management
A Time Sheet Template is configured to create Time Sheet records for active Service Resources based on a defined schedule.
When a Work Order is updated to Completed, Time Sheet Entry records are automatically created for the related Service Resource.
Awaiting feedback
22
Employment Hero
EmplyomentHero integration has been configured. How to Articles in link below.
Employment Hero
Demo to follow
23
Permissions and sharing rules: Documents
to follow
24
Permissions and sharing rules: Cases
to follow
25
Permissions and sharing rules:
Contacts
to follow
26
Permissions and sharing rules:
Opportunities
to follow
27
Permissions and sharing rules:
Notes
to follow