The Resource Profile

Learn about the Resource profile and associated details

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.

An Asset Resource

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.

The Maica Client Care Resource Profile

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

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.

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
Email	Email
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

All standard Maica Client Care pick list values can be extended to suit your needs.

Resource Related Information

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.

Resource Participants

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.

This shows that Lucal Milne (Participant) is being managed by Street Steve (Resource)

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.

Skills

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.

Resource Skills

To allocate a new Skill to a Resource, simply click the New button at the top right to get started.

Availability

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.

Standard Organisational Operating Hour

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.

Unavailability

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.