System administration
Instructions for system administrators.
- Check the status of a scheduled automated process
- Control data capture and GPS tracking for Lumary mobile
- Control the scheduling of appointments when a worker is unavailable
- Control travel and transport claiming for Lumary mobile
- Create a multi-factor authentication (MFA) permission set
- Create a new service general ledger (GL) code for DVA extracts
- Create a new user
- Create a public holiday calendar or closure period calendar
- Create a site
- Create all new SD records as client accepted
- Create automated SDs as client accepted for funding schedules and bed allocations
- Enable a minimum one-hour charge for a CHSP-funded client contribution
- Enable ad hoc services in sessions
- Enable apportionment of primary services
- Enable funding management selection at the line item level of NDIS-funded service agreements
- Enable optional features by adding fields to page layouts
- Enable optional features by assigning page layouts to profiles
- Enable service delivered PMHC MDS fields
- Enable service deliveries transfer
- Enable sessions in the past
- Enable the Uncategorised category on service agreements
- Find out more about Salesforce multi-factor authentication (MFA)
- Get ready for a Salesforce release
- Grant users with an advanced profile access to Lumary settings
- Help and training resources for managing the system
- Jobs that can be scheduled to automate processes
- Licences: Assign a licence for a package
- Licences: Bulk assign package licences to users
- Licences: Check available Salesforce licences
- Link a public holiday calendar or closure period calendar to a site