Terms & Concepts
Below are some RIO Functions terms and concepts that will be used throughout this document and the RIO Functions App:
- Location – This is a Salesforce Account
- Linked to either a Plan or an Activity:
- When linking to an Activity, you can select certain locations you may have to travel too.
- E.g A customer may have booked a function from 9am-9pm at a specific Location (Sydney),
- Resource Type – Defines the resources you want to use in your Plans, examples:
- Barista, Nurse, Janitor
- Meeting Room,
- Delivery Van
- Audiovisual equipment
- Resource – A Resource links to a Resource Type:
- This is a person or a thing.
- For a person, you could link the Resource to a Salesforce User or Contact.
- Resources are also linked to one or more Locations where they are available to be booked.
- Plan – This is your time limited plan. The plan could be created for the month of November or a yearly plan. The plan can have one or many Roles and Locations linked to it.
- Role – This is the Role(s) that are required on your Plan. You need at least one Role on your plan, although you can have multiple linked. The role links directly to a resource type. E.G this may be a Nurse role for your November nursing roster, so it will be linked to a “Nurse” resource type. You can name the role anything you like. It does not need the same name as the resource type.
- Booking – This is the specific time slot a resource is required to fulfil a role in a Plan. For example in the November nursing roster Plan, a nurse role is required each day from 8 am till 2 pm, and another from 1 pm till 9 pm.
- Activity – This is a specific activity that is related to an allocation. For example, the 8am-2pm nursing shift may have 3 set activities, (Daily medicine dispensing, Morning Rounds, specialist bookings). These would be set as activities on the Allocation
- Time Log – These are used on allocations and activities to log time. These calculate the time taken on the allocation or activity based on the start and end time.