Flowlogic Online Help Centre – An in-depth knowledge base for Flowlogic customers family members, covering how to operate Flowlogic on a user and administrator level.

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Back to Basics Training
Client Section
Datanova Podcast
Features
Form & Section Management
Getting Started
NDIS Funding
Payroll
Releases
Roster Schedule
Security & Record Management
Staff Section
Tuesday Brunch Sessions
Tutorial Movies

Back to Basics Training

20

Rostering Deep Dive – Part 1 – Cancellations
Staff Sign-Off and Security Concerns
Participants Budget and Financial Reporting
Table View Overview
Travel Management Overview
Export Payroll Overview
Records Management Overview
FlowLogic Drive Overview
Funding Administrators Overview
Cost Categories Overview
Timesheet Management Overview
Service Items Overview
Back to Basics – Automations Overview
Support Coordination Overview
Affinity System Overview
Section Management Overview
Funding Exchange Overview
FlowLogic Security Groups
New Users
Client Funding Allocations

Tuesday Brunch Sessions

38

FlowLogic BI Pre-Release
Deep Dive into 2FA
New Shift Modal (Entering/Editing a Shift Screen)
Participants Budget and Financial Reporting
Recent Releases Recap – Q1 2024
Centre Based Shifts
User Driven Custom Invoice Description Builder
Roster Importer
Deleted Shifts and Roster Colours
Risk Assessment Tool
New FlowLogic Calendar
FlowLogic Development Roadmap Q1 2024
Risk Assessment tool and Portion Public Holidays
New Shift Details Screen
Group Supports + 2FA Mandatory
DocuSign Enhancements + Pretty Forms
Recent Releases Recap
FlowLogic Reports Filtering + Rostering Reports
Upcoming Changes to Billing
New FlowLogic Roster
FlowLogic Roadmap Q4 2023
New Roster Features + SCHADS Award Update
Price Guide Update + Flowlogic News
SSO and Funding Allocations
Display Fields and JSON Syntax
Custom Shift Notes
2FA Security
NDIS Travel and Vehicle Management
To Do Tasks and Medications
Security Refresher
Rostering Refresher
New Reports UI + Suitability Notes + Roster Filters
Multi Manager Tool
Advanced Form Design
New Payroll Export and Widgets
KPI Widget Tutorial
Affinity Tool Tutorial
Automations Tutorial

Datanova Podcast

1

Podcast #1 – Datanova at Expo, 2FA in FlowLogic plus Casual Employment Changes

Tutorial Movies

31

Participants Budget and Financial Reporting
Hiding Lookup Entries + Read Only on Edit field
Virtual and Embedded Forms
Quick Tutorial – Clean Table Views
Advanced Field Types Tutorial
Multi Factor Authentication (2FA) Workshop
New Users
Client Funding Allocations
New Roster Features + SCHADS Award Update
Price Guide Update + Flowlogic News
SSO and Funding Allocations
Display Fields and JSON Syntax
Clock on off, case note and timesheets
Bring colour to your internal Message
How To Create Flowlogic Users
Flowlogic Sections Explained
Custom Shift Notes
Flowlogic Funding Allocation
2FA Security
NDIS Travel and Vehicle Management
To Do Tasks and Medications
Security Refresher
Rostering Refresher
New Reports UI + Suitability Notes + Roster Filters
Multi Manager Tool
Advanced Form Design
New Payroll Export and Widgets
KPI Widget Tutorial
Affinity Tool Tutorial
Automations Tutorial
Advanced Reporting Tutorial

Getting Started

7

Applying For Leave
User Profile
Basic Navigation
Creating a Mobile Shortcut
Resetting Password
Logging out
Logging In

Client Section

5

Funding Allocation Examples
Secondary Records
Records
Tabs and Forms
Accessing Client Section

Staff Section

6

Multi Manager tool
User Management
Tabs and Forms
Accessing Staff Section
Secondary Records
Records

Security & Record Management

13

Deep Dive into 2FA
FlowLogic Geolocation Services
Enabling Cookies on your Browser
Common Issues with 2FA and How to Fix
Resetting a Users Multi Factor Authentication (2FA) Account
Multi Factor Authentication (2FA) User Experience
Flowlogic Rights List
User Management
Record Affinity
Record Locks Feature
Primary/ All Record Management
Two-Factor Authentication
System Logs

Form & Section Management

6

Field Addon Ids
Advanced Field Types Tutorial
Section Management
Form Editor
Funding Claim Form Requirements
Funding Allocation Requirements

Roster Schedule

8

New Shift Modal (Entering/Editing a Shift Screen)
Record Affinity Examples
Roster Controls (Basic)
Travel Tool
Advanced Roster Features
Roster Icons (Legend)
Roster Layout
Roster Rights

Payroll

4

Bulk Leave Request
Additional Xero information
Leave Management
Timesheet Management

NDIS Funding

3

NDIS Price Guide Updates
NDIS Bulk Uploads
Funding Allocation Examples

Features

8

Automations
Automations Examples
Risk Assessment Tool
Global Search
KPI Widget
Calendar
SMS Gateway
Reports

Releases

10

Server Status
Quarterly Roadmap
June 2022 Bug fixes and Minor Improvements
May 2022 Bug fixes and Minor Improvements
Upcoming SCHADS Changes
April 2022 Bug fixes and Minor Improvements

Newsletters
4