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System administration

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Instructions for system administrators.

  • Activate flows on a user's account
  • Activate Salesforce integration for mobile
  • Activate shift acceptance for mobile app users
  • Add a GST code
  • Add a new rate to a service
  • Add a new rate type
  • Add a new service
  • Add a new support category
  • Add a rate type for client contributions for CHSP-funded clients
  • Add additional PMHC MDS extract fields and files
  • Add DEX-reportable fields to object field sets
  • Add or remove fields from the Client Summary PDF
  • Add public holiday days to a public holiday calendar
  • Add shift messages to the Lumary desktop app
  • Add the CHSP rate to a service
  • Allow planned travel and transport
  • Allow SD records to be created before client approval
  • Allow the transfer of extracted SD records
  • Allow users to apply for leave using the Salesforce mobile app
  • Assign a permission set to multiple users
  • Assign a profile to an existing user
  • Assign permission sets
  • Automate regular HCP processes
  • Automate the attachment of summary PDFs to Skedulo jobs
  • Automate the creation of client contact and general contact records from enquiries
  • Automatically apply new rates
  • Automatically apply updated NDIS rates
  • Avoid issues with Salesforce configuration and settings
  • Change the default rates for NDIS activity based transport and non-labour travel
  • Change the default setting for NDIS travel and transport claiming

Change a record layout

  • Introduction to changing a page layout
  • Add a field to a default record layout
  • Identify a customised page layout and add a field
  • Identify a customised Lightning page layout and add a field
  • Add a tab and component to a customised Lightning page layout
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