Create service territory records to represent the regions where your organization
provides home health services. Define operating hours for each service territory.
Required Editions
Available in: Enterprise and Unlimited Editions with Health Cloud and
the Home Health Add-on license
User Permissions Needed
To create a service territory
Create access on Service Territory
Before you begin:
Define operating hours for your regions. Operating hours determine when care resources who are
operating in the regions are available for their services. A care resource inherits the service
territory's operating hours. Ensure that the operating hours record is configured with the
required time slots. Create time slots in the Operating Hours record for each day for the
duration when care resources are available for their services.
Verify the Use enhanced scheduling and optimization checkbox is available on
your Service Territory page. If you don't see it on the page, go to the Object Manager in Setup,
open the Service Territory object, and add the field to the page layout.
From the App Launcher, open the Field Service Admin app, and then select Service
Territories.
Click New.
Enter the territory’s name in the Name field.
If this territory is a child territory, select the parent territory in the
Parent Territory field.
Select the operating hours for the territory in the Operating Hours
field.
Select Active and enter the address for the territory.
Select Use enhanced scheduling and optimization. If you added this
checkbox to your page layout but you don't see it here, save the record and then edit it again
to select the checkbox.
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