This section is meant for those in your organization who are Administrators of the Skedulo platform and details how to configure a number of settings within Skedulo for the organization.
Service delivered information in Lumary is the amount billable (i.e., this is what will be claimed from NDIS) while the timesheet information may or may not match this time.
When a job is completed for a client or group, a service delivered record is automatically created in Lumary’s service delivered object for each client. The records created will have the following fields automatically set:
Table 5. Fields automatically set for records.
Field |
Description |
|---|---|
Hours. |
The duration of the original job (i.e., if the original job were scheduled for one hour then the service delivered record would be set to one hour, regardless of how long it took to deliver the service). If two workers attend a job, then a separate service should be used (i.e., a service that is priced at double. NDIS have some services setup like this). |
Service Agreement Item. |
Set to the service agreement item that was nominated at the time the job record was created/setup. Note: A service record is associated with one "Support Category" (a "Reference Data Record Type"). When creating a new service agreement, users can add in multiple support categories. When doing so, they have the option of updating the field "Restrict delivery to Service Item." When delivering a service, if this field equals "True," the service delivery item is created against a specific line item (as specified in the service agreement). If this field equals "False," users will be able to deliver against any of the services that are linked with the support category, provided that the service is associated with the correct rate and site. |
Client Accepted. |
Set to "True" (single event only). |
Salesforce admins can access and change configurations via their org's "Custom Settings."
Using Salesforce Lightning, open "Setup."
Search for "Custom Settings." Select to open the custom settings page.
Locate the custom setting required and click "Manage."
Setup > Custom Settings >
Component |
Description |
|---|---|
Sked Service Line Custom Form Setting |
When accessing the service items from either a single client event or a group event, what can be done with these records is controlled via this custom setting. The controls on the service line items are:
|
For each attendee on a group event, the service details that were selected (when they were added to the group event) are now visible on the Skedulo mobile app. This can be controlled on a resource-by-resource level by selecting the "Hide Service Line Items" checkbox on the resources record.
The display of fields on the group event can be controlled by a custom setting called "Group Event Custom Fields."
"Maximum_Number_of_Participants__c" to Minimum Participants (the label can be changed, not the Field Name).
Setup > Custom Settings
Component |
Description |
|---|---|
Skedulo Configs |
The roster console can be configured to support the following:
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This section outlines the settings that can be configured by your Salesforce Administrator.
The following key components can be configured using custom setting "sked_Shift_Type_Setting__c":
Setup > Custom Settings > Skedulo Shift Type Setting.
Table 6. Key components that can be configured using the custom setting sked_Shfit_Type_Setting__c.
Component |
Description |
|---|---|
Background Color. |
The background color of availability/activity records. |
Can Be Predated. |
By default, the console does not allow a user to create availability for days in the past. Ticking this checkbox allows availability type to be created for the past days. |
Color. |
The border color and text color of availability/activity records. |
Is Available. |
Determines whether the availability (based on shift type) is available or not. |
Not Show. |
These availability/activity records will not be displayed in the console. |
Shift Type. |
The availability/activity type. To configure the Template record's appearance, the developer needs to create a new setting with Shift Type = Template. |
Short Name. |
The short name of availability/activity. For an availability template, T the default if the Template shift typesetting has not been set. |
The following key components can be configured using custom setting "sked_RAC_Setting__c":
Setup > Custom Settings > Skedulo RAC Setting.
Table 7. Key components that can be configured using the custom setting sked_RAC_Setting__c.
Component |
Description |
|---|---|
Date Format. |
Default value is dd/mm/yyyy. |
No of Recur Weeks. |
The maximum weeks we user can select when using the recurring feature to create an availability/activity. |
Calendar Start |
The start time for the "Individual Resource View." The default value is 700. |
Calendar End. |
The end time for "Individual Resource View." The default value is 1900. |
Calendar Step. |
The timeslot step (in minutes) used by "Individual Resource View." The default value is 30 (30 minutes). |
Respect Resource Timezone. |
Turning on this setting will allow a user to view/create/edit all the records in the selected resources' time zone, and the time zone option will be hidden. |
Enable Availability Template. |
Turning on this setting will allow a user to see the resources' availability template as available records (with short name "T") in both views. |
Enable Activity. |
Turning on this setting will allow a user to see/create/edit/remove activity within the console. |
Auto Approve Availability. |
Turn this setting on so that the unavailability will be created with "status = Approved," otherwise, "status = Pending." Pending unavailability records will be displayed with orange color, and the "Approve" button will be displayed on update modal. |
Setup > Custom Settings > Skedulo Configs
Component |
Description |
|---|---|
Allow_Create_Job_Offer |
The job offer feature is controlled via this custom setting which can be switched on or off for an organization. |
Allow_Set_Resource_Allocation_Time = True |
To enable different start and end time for resources on a job. |
Setup > Custom Settings > Skedulo Configs
Component |
Description |
|---|---|
Global_JobURL |
The tab named "Skedulo Console" renders the Skedulo web app within a Salesforce tab. Navigation is controlled via this custom setting. Use the value: /one/one.app#/n/skedhealthcare__Skedulo_Scheduling?jobId= |
Setup > Custom Settings > Skedulo Configs
Component |
Description |
|---|---|
RM_Allow_To_Complete_Job |
By default, only future and underway jobs are shown in the "Roster Management Console." Admins can include completed jobs by updating this custom setting within Salesforce. Set this custom setting value to "True" if you wish to see completed jobs on the console. |
Setup > Custom Settings > Skedulo Configs
Component |
Description |
|---|---|
Check_Client_Availability |
There are a number of custom settings available to allow configuration of your client availability console. To enable the "Client Availability Check," the following custom setting needs to be updated:
|
Setup > Custom Settings
Component |
Description |
|---|---|
Sked Client Availability Status |
You can control the visualization of availability within the group event–check availability console. The display name, percentile band, and the color are all configurable using this setting: The start time and end time of each day and the hourly intervals on the check availability console are managed using the Skedulo RAC custom setting. |
Setup > Custom Settings > Skedulo Configs
Component |
Description |
|---|---|
Allow_Select_Billable_Job |
The display of the billable/non-billable field within your organization. |
Setup > Custom Settings > Skedulo Configs
Component |
Description |
|---|---|
Invalid_SA_Email_List |
To control who receives the email notification. |
Setup > Custom Settings > Skedulo Configs
Component |
Description |
|---|---|
Sync_Site_To_Location |
This setting is used to control whether or this trigger is active in your organization. Note, it is recommended that if there are already Skedulo location records being created for Lumary site records then the existing location records are updated with the lookup to the corresponding site record. If this does not occur and the trigger is activated, then new location records will be created for each of these sites. |
Setup > Custom Settings > Skedulo Configs
Component |
Description |
|---|---|
Unavailability_Type_In_Res_Removal |
This setting is used to control what "Unavailability" types will trigger the deletion process. |
Allow_Unavailability_Removal |
This setting will determine if the trigger (to remove resources as a result of unavailability being approved) will be activated. |
Object_Types_In_Resource_Removal |
This setting will determine what objects will be deleted (shifts, job allocation, or activities). |
Setup > Custom Settings > Skedulo Configs
Component |
Description |
|---|---|
Allow_Create_Recurring_Job_ |
Is used to control whether or not recurring jobs can be created when using the "Schedule Job" modal. |
Check_Balance_And_Service_Date |
Is used to control whether or not date and balance checks are performed. |
Setup > Custom Settings > Skedulo Configs
Component |
Description |
|---|---|
Allow_Client_Cancellation_Check |
The maximum cancellations are defined in custom settings:
|
Setup > Custom Settings > Skedulo Configs
Component |
Description |
|---|---|
SHIFT_HOVER_FIELDS |
The hover fields displayed on a shift. |
RM_JOB_HOVER_FIELDS |
The hover fields displayed on a job. |
Setup > Custom Settings > Skedulo Additional Fields
Component |
Description |
|---|---|
Categories |
This setting is used to control the display of custom fields. The "Categories" field will determine if it is a field from the job allocation or resource shift. |
Setup > Custom Settings > Healthcare Setting
Component |
Description |
|---|---|
Timesheet Tolerance Time (Mins) |
This is the tolerance setting for marking a job or shift with an "Exception." |
Timesheet Auto Approved |
This setting manages the auto-approval of timesheets. |
Navigate to Setup -> Custom Settings -> Skedulo Config.
Component |
Description |
|---|---|
Unavailability_Reject_Types |
Types of unavailability that would be rejected. |
Unavailability_Reject_Day_Range |
The date range for which the unavailability will be rejected. The unavailability’s start date must be within this range. |
Unavailability_Reject_Message |
The rejection message sent to the resource. |
Unavailability_Reject_Notify_method |
The rejection method used to notify the resource. |
Navigate to Setup -> Custom Settings -> Skedulo Config.
Navigate to Setup -> Custom Settings -> Skedulo Config.
Component |
Description |
|---|---|
Enable_Tag_Expiration_Reminding |
Set to true to allow Daily Healthcare batch job to send tag expiration notification to resources when their tags are set to expire within a predefined number of weeks. See TagExpirationRemindingWeeks setting |
Tag_Expiration_Reminding_Weeks |
Defining the periods in week to remind resources on their tags expiration. |
Tag_Reminder_Template |
Defining the template to send to resources when their tags are going to expired. |
Tag_Expired_Template |
Defining the template to send to resources when their tags are expired. |
When scheduling a job from a group event, or creating a single event for a client, you can display custom fields in a new "Additional Fields" section.
Note
If there are no custom fields set up this section will not be displayed.
The display of the custom fields is controlled via the custom setting "Skedulo Additional Fields." Clicking on this will enable new fields to be added and existing fields modified.
Table 8. Skedulo additional fields.
Field |
Description |
|---|---|
Name. |
Field Name (although can be anything, only a system record name). |
Field Type. |
The Salesforce field type. Options include:
|
Required. |
Check if this field is to be marked as mandatory. |
Field Model Name (Deprecated). |
Do not use. |
Options. |
If the field type is "Picklist" and you want to restrict the existing picklist values, enter the values you wish to display separated by a semicolon. Leave blank if you want the default picklist values to be shown. |
Min Value. |
If the field type is "Number," a minimum value can be entered, and a check will be done upon save to ensure this is met. |
Max Value. |
If the field type is "Number," a maximum value can be entered, and a check will be done upon save to ensure this is met. |
Lookup Object API Name. |
If the field type is a "Lookup," the objects API name that the lookup is referencing needs to be entered. |
Field API Name. |
The API name of the field to be displayed. |
Default Value. |
Specify the default value to be displayed. It can be a picklist value, text, or a number. |
Categories. |
Used to define if the field is displayed on a single booking or a group event job. Values are "SingleBooking" and "GroupEventBooking." Enter the values you wish to display separated via a semicolon. |
Label. |
The name to be displayed on the module. |
Object API Name. |
The API name of the Object where the field exists. |
Active. |
Determines if the field is displayed or not. |
Order. |
Fields are sorted by type (as part of the solution). Text, number/decimal, picklist, date/time, lookup, checkbox. The text area is always put on the right, as it takes space over rows. The order can then be set per field type. |
Max Length. |
If the field type is "Text," a maximum value can be entered for the length of characters. A check will be done when saved to ensure this is met. |
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