PMM Data Model Explanation

The PMM uses the standard Salesforce Account and Contact objects and adds the custom objects Program, Program Engagement, Program Cohort, Service, Service Delivery, Service Session, Service Schedule, and Service Participant.

This data model can be quite complex, so an illustration and explanation are provided below.

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Object Explanation

1. Program

Description: A Program represents a set of services or activities designed to achieve specific outcomes for clients. For FSHA, these programs are Hearing Services and Vision Services.

Relationships: Programs encompass multiple Services and Program Engagements, serving as the overarching structure under which specific services and client interactions are managed.

2. Service

Description: A Service is a specific activity or set of activities offered within a Program. For example, within the Vision Services program, services include Eye Exams, Eye Surgeries and Distribution of Eyeglasses.

Relationships: Services are linked to Programs and are tracked through Service Deliveries. They define what specific actions or assistance are provided to clients.

3. Client

Description: A Client represents an individual or entity that benefits from the organization's programs and services. In the PMM, clients can be individuals, families, or groups. Clients are tracked on the Contact Object.

Relationships: Clients engage with Programs through Program Engagements and receive Services, tracked through Service Deliveries.

4. Program Cohort

Description: A Cohort is a group of clients who are managed together for a specific purpose, often sharing similar characteristics or participation timelines.

Relationships: Cohorts can be involved in Program Engagements collectively and are associated with the same Program. FSHA is currently tracking cohorts of vision services based on the year and location of the Service.

5. Program Engagement

Description: Program Engagement tracks a client's or cohort's involvement in a specific Program. This includes the start and end dates of their participation and any relevant notes or statuses.

Relationships: Program Engagements link Clients or Cohorts to Programs, capturing the scope and duration of their involvement.

6. Service Delivery

Description: Service Delivery records the actual provision of a Service to a Client. It includes details such as the date, type of service, and outcome.

Relationships: Service Deliveries are connected to both Clients and Services, indicating which specific services were provided to which clients.

7. Service Schedule

Description: Service Schedule details the planned dates and times for services within a Program. This can include recurring service times or specific appointment slots.

Relationships: Service Schedules are linked to Services, providing a timeline for when each service is available to clients.

8. Service Session

Description: A Service Session represents a specific instance or event where a service is delivered to clients. This includes details such as the location, date, and services provided during the session.

Relationships: Service Sessions are linked to Service Schedules and Service Deliveries, specifying the actual event where services were provided to clients.

9. Service Participant

Description: Service Participant records an individual's involvement in a specific Service Delivery session, capturing attendance and participation details.

Relationships: Service Participants connect Clients to Service Deliveries, documenting who received the service.

Relationships Overview:

Programs serve as the parent structure encompassing multiple Services and Program Engagements.

Clients engage with Programs through Program Engagements and receive specific Services.

Service Deliveries track the provision of these services to Clients.

Cohorts group clients who participate in programs collectively.

Service Schedules plan the timing of Services.

Service Sessions represent the actual events where services are delivered.

Service Participants document client attendance in service sessions.

These objects work together to provide a comprehensive framework for managing and tracking nonprofit program activities and outcomes.

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