System administration
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