The Resource Profile
Learn about the Resource profile and associated details
Last updated
Learn about the Resource profile and associated details
Last updated
The Resource data object supports two Salesforce record types, including Resource
and Asset
with the following definitions.
Assets are considered non-human resources such as rooms, cars, and medical equipment and carry some attributes only found on the asset, as shown below.
The related lists, such as Availability
are shared across both Resource record types so these can be rostered and filtered in exactly the same way.
Resources are the care workers or clinicians working directly with your participants. We have defined Resources in Maica using a Salesforce custom object called Resource
which is linked to a standard Salesforce object called User
. A user is the profiles with which a person logs onto Salesforce and therefore the connection between Resource
and User
essentially means that each Resource
(or care worker) will have a corresponding User
profile in Salesforce.
Resources being linked to Salesforce users provides access not only to the core Salesforce and Maica Client Care solution but also Salesforce's mobile application, Salesforce1.
There are two parts to managing Resources, the first one focuses on a range of attributes and the second one is a bunch of related information as described within this article.
Resource attributes are fields that are stored against the Resource profile, for example Gender
or Primary Language
. Maica Client Care ships with a number of these attributes, as shown in the table below, and these can easily be extended using Salesforce's standard toolset.
All standard Maica Client Care pick list values can be extended to suit your needs.
In addition to the standard attributes described above, Maica Client Care also provides a variety of related information to further manage the configuration of a Resource.
There are use case in which Resource (or Care Workers) are assigned a number of Participants to manage. This typically means that they are responsible for all interactions, scheduling and caring for those Participants. The Resource Participants
related list allows for the management of Participants being assigned to Resources, as shown below.
The added benefit of this structure is to also see what Resources are managing a particular Participant as can be seen below. This means, if multiple Resources are caring for a given Participant, this list can be shown directly on the Participant profile.
Maica Client Care offers the ability to globally record a set of Skills such as Driving a Car
or Administering Medicine
. Those Skills can then be assigned to Resources via the Resource Skills
related list as shown below. Once Skills have been recorded, they are used in our rostering algorithm.
To allocate a new Skill to a Resource, simply click the New
button at the top right to get started.
The purpose of Availability is to record when a particular Resource is available for accepting either Shifts or Appointments. Maica Client Care constructs Availability by referencing a record called Operating Hour
(shown below) which stipulates the hours of work as well as the weekday these hours apply. This, in return, allows for an easier configuration of Resource Availability as Maica Client Care will simply link to Operating Hours
for a centrally managed set of working times within an organisation.
Once we have a set of standard Operating Hour
records, all that now needs to happen is refer to these within any given Resource Availability
record to make this Operating Hour
relevant to the selected Resource.
If Operating Hours
ever change, simply change the organisational Operating Hour
record rather than needing to adjust working hours for each Resource.
Sometimes the need arises to record exceptions to the Availability
; in those cases, we use the Unavailability
data object which allows Resources to self-manage their unavailability using the Salesforce1 mobile application.
We would expect that Resources would manage their own Unavailability
using the Salesforce1 application.
Field Name | Field Type | Notes |
---|---|---|
Active
Checkbox
Is the Resource active or not.
Birthdate
Date
Gender
Picklist
Age
Formula Field
Derived from Birthdate
Age Group
Formula Field
Derived from Birthdate
Primary Language
Picklist
Mobile
Number
Phone
Number
Address
Address Fields
Timezone
Picklist
ID Number
Text
Start Date
Date
End Date
Date
Employment Category
Picklist
Employment Type
Picklist
Induction Complete
Checkbox
Position
Picklist (Multi-Select)
Location
Lookup to Location
Daily Hours Limit
Number
Used in Rostering
Weekly Hours Limit
Number
Used in Rostering
Weekly Hours Minimum
Number
Used in Rostering
Maximum Client Number
Number
Number of Clients
Formula Field
Derived from Number of Clients
Schedule Notification
Picklist