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FlowLogic In Focus
17
00 – General Support Worker Training
01 – FlowLogic Overview
02 – Participant and Staff Sections
03 – Finance System Overview
04 – Security & Permissions
05 – Funding Allocations
06 – FlowLogic Roster Workshop
07 – Forms and Automations
08 – Timesheet, Travel and Leave Management
09 – Timesheet and Leave Exports
10 – Invoice and Funding Exchange Exports
11 – Xero API and MYOB API
12 – KPI Widget, FlowLogic BI and other FlowLogic Dashboard Customisations
13 – Advanced FlowLogic HR Automations
14 – Little Features That Add Up
15 – FlowLogic Reports
16 – FlowLogic Data Import
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Getting Started
6
Applying For Leave
Creating a Mobile Shortcut
Logging In
Logging out
Resetting Password
User Profile
Roster Schedule
27
Roster Overview
Creating Overnight Shifts
Shift Billing
Travel Tool
Publishing Shifts
Accept and Reject Shifts
Advanced Roster Features
Record Affinity Examples
Record Affinity Management
Roster Colour Palette Manager
Roster Icons (Legend)
Roster Importer
Roster Public Holidays
Roster Record Affinities
Roster Reports
Roster Resources
Roster Rights
Roster Schedules
Roster Suitability
Roster Templates
Shift Cancellations
Shift History
SIL Rostering
Staff Availability
Understanding and Managing Completion Statuses on Shifts
Roster Shift Comments
Roster Shift Summary
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Permissions
5
Permissions Overview
Area Permissions
Rights and Group Permissions
Individual Record Permissions
Section and Form Permissions
Leave Management
5
Leave Management Overview
Leave on the Roster & Conflicting Shifts
Submitting Leave For Another Staff Member
Leave Type Management
Leave Accrual
Form & Section Management
11
Creating a New Section
Section Management
Creating Forms
Editing Forms and Moving Fields
Additional Fields and Formatting
Advanced Field Types Tutorial
Field Addon Ids
Form Editor
Formatting Forms
Funding Claim Form Requirements
Display Groups
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Automations
5
Automations Overview
Creating Record Automations
Creating a Roster Automation
Creating a Timesheet Automation
Creating a Report Automation
Tutorial Movies
3
Advanced Field Types Tutorial
General Staff Training Video
Multi Factor Authentication (2FA) Workshop
Support At Home
5
Exporting Support at Home Invoices
Support at Home Funding Allocations and Repeating Records (Quarterly Budgets)
Support at Home Funding Claim Form
Support At Home Funding Exchange Export
Support At Home Monthly Statements
Workforce Mobile App
2
Workforce Mobile App – Overview
Workforce Mobile App – Getting Started
Client Section
4
Accessing Client Section
Funding Allocation Examples
Secondary Records
Tabs and Forms
Staff Section
4
Accessing Staff Section
Secondary Records
Tabs and Forms
User Management
Security & Record Management
12
Flowlogic Rights List
Common Issues with 2FA and How to Fix
Enabling Cookies on your Browser
Finance Users’ Guide to Two Factor Authentication (2FA)
FlowLogic Geolocation Services
Multi Factor Authentication (2FA) User Experience
Primary/ All Record Management
Record Affinity
Record Locks Feature
Resetting a Users Multi Factor Authentication (2FA) Account
Two-Factor Authentication
User Management
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Payroll
7
Additional Xero information
Cost Categories
Timesheet Management
Cost Categories Overview (Short Version)
Adding and Duplicating Cost Categories
Cost Category Allowances
Leave Export
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Funding and Invoicing
7
Funding Allocation Examples
NDIS Bulk Uploads
Export Invoices
Service Items
Funding Exchange Claim Requests
Funding Exchange Exporting Claims
Transport Billing Flag – Auto Population
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Reporting
4
Reports Overview
Creating a Report
Viewing, analysing and exporting reports
Popular FlowLogic Reports
Logs
4
Geo Logs
Mail Logs
User Logs
Inbox Admin
Features
3
KPI Widget Configuration
SMS Gateway
12 – KPI Widget, FlowLogic BI and other FlowLogic Dashboard Customisations
Popular Articles
Logging In
Logging out
Resetting Password
Creating a Mobile Shortcut
User Profile
Newest Articles
Workforce Mobile App – Getting Started
Team Leave Approval
Setting Up Assignments in Contract Management
Workforce Mobile App – Overview
Import & Update Data
Recently Updated Articles
Workforce Mobile App – Overview
Workforce Mobile App – Getting Started
Import & Update Data
Team Leave Approval
Setting Up Assignments in Contract Management
