Settings - ProntoCare

Owned by Posimente
May 23, 2023
2 min read

General Settings

Case Member Settings:

By default, the primary client is automatically created as a client case member and session participant.

  • Trigger Settings

    • All of the below settings should be ticked by default, but can be turned off if needed. 

      • Enable Auto-create Case Participants

      • Enable Auto-create Session Participants 

      • Enable Case Notes User Validation

      • Enable Close Case Page Redirection

    • Case Notes User Validation prevents anyone other than a System Admin from editing or deleting a Client Case Note

  • Platform Events Settings

    • Enable Trigger Platform Events

      • Only for Triggers

    • Enable Batch Platform Events

      • Only for Batch Functionalities

Field Mappings

Auto-populate Primary Client from Client Case to Session allows for the session screen to be pre-populated with the same primary client upon clicking "New Session” from the Client Case screen

  • Session ID Fields: This provides the Salesforce field ID of fields used in the session screen when a new session is created.

    • Session object: The session object ID

    • Primary Client Field ID: The Session Primary Client field

    • Related Client Case Field ID: The Related Client Case field ID

 

DSS Integration

Pronto Case connects to both a DEX staging environment and live production environment with system access. Staging environment access can be granted by DSS DEX for testing. For live system access, a DSS Data Exchange Access Request Form is required to be submitted.

DSS Login settings are as follows:

  • DSS Username: the username of the DSS DEX portal

  • DSS Password: The password of the DSS DEX portal account

  • Environment:

    • Pre-Production for connecting to staging

    • Production for connecting to live environment

  • Sync Settings:

    • toggle button

    • Sync Frequency> options available; 10 mins, 30 mins, 1 hour

Schedule Activation provides a number of buttons for activating background jobs in Salesforce. These jobs pull data from the DSS DEX environment.

  • Sync Organisation: Pulls the organisation details as setup in DSS

  • Sync Reference Data: Pulls the organisation specific reference data

  • Sync Organisation Outlets: Pulls the available organisation outlets from DSS

  • Sync Reference Assessment Data: Pulls the list of Assessment reference details used in scoring<

  • Enable Sync Schedule: Starts the batch job to look for any records that are set to sync to DSS and begin syncing them.

If you are doing a Bulk Upload to DSS rather than an API Connection, the file format needs to be XML.