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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.
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