RIO Plan

• Home
• Installation
  • Configure Page Layouts
  • Configure Mobile View of Planner
  • Assign User Licenses
  • Assign Permissions
  • Configure
• RIO Functions Installation
  • Page Layouts
  • Configure Mobile View of Planner
  • Assign User Licenses
  • Assign Permissions
  • Configure
  • Conga Setup
  • Quotes Configuration
• How It Works
  • RIO Plan Terms & Concepts
  • RIO Plan Configuration
  • Resource Type
  • Resource
  • Accounts
  • Planner & Plans
  • Bookings
  • End User Experience
• How It’s Used
  • Staff Roster
  • Room Booking
  • Home Visit
• RIO Functions
  • Terms & Concepts
  • How It Works
  • RIO Functions Configuration
  • Resource Type
  • Resource / Venue
  • Plan
  • Bookings
  • Account
  • Product
  • Opportunities
  • End User Experience (Mobile)
• Trialforce Org
  • Preparing Planner/Roster
  • Use Case 1: Calendar Navigation
  • Use Case 2: Book Schedule and Log Time
  • Use Case 3: New Staff
  • Use Case 4: New Plans
• FAQs
  • What Salesforce editions are supported?
  • How do I manage my user licences?
  • What is the difference between “Active on Planner” and “Show on Planner” flag in Plan detail screen?
  • Can I allocate cross-day functions?