How It’s Used
There are two learning options available- Step by Step Procedure and Tutorial Videos.
The RIO Plan terms should be reviewed before you start to Configure.
RIO Plan Terms & Concepts
Below are some RIO Plan terms and concepts used throughout this documentation:
-
Location – This is a Salesforce Account
-
Linked to either a Plan or an Activity:
-
Linking to an Activity may be a home care visit.
-
For example, a home care nurse is booked on shift (Booking) from 8 am – 2 pm at a specific Location (Sydney Aged Care Home). The nurse may have 3 set Activities to complete upon arrival, each linked to a separate location.
-
-
-
Resource Type – Defines the of resources you want to use in your Plans, examples:
-
Barista, Nurse, Janitor
-
Meeting Room,
-
Delivery Van
-
Audio visual 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 for booking.
-
-
Plan – This is your time limited plan. It may be a November nursing roster or the yearly room booking Plan. The Plan will have one or many Roles and can be linked to a Location.
-
Role – This is the Role(s) that are required on your Plan. You can have many but need at least one. 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, the November nursing roster Plan, a nurses role is required every day from 8 am to 2 pm, and 1 pm till 9 pm.
-
-
Activity – This is a specific activity that is related to an allocation.
-
For example, the 8 am – 2 pm nursing shift has 3 sets of activities (Daily medicine dispensing, Morning Rounds and Specialist Bookings). These would be set as activities on the Allocation.
-
-
Time Log – 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.