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            Assign a Service Resource to a Service Territory for Home Health

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            Assign a Service Resource to a Service Territory for Home Health

            Assign service resources to the service territories that they operate in. Doing so creates a service territory member record that relates the resource and the territory. If necessary, change the operating hours for the service territory member if they differ from the service territory's operating hours.

            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 member Create access on Service Territory Member
            1. From the App Launcher, open the Field Service Admin app, select Service Territories, open a service territory record, and then select Related.
            2. Click Assign Service Resources next to Service Territory Members.
            3. Select the service resource you want to assign and click Next.
            4. In Territory Type, specify the resource’s assignment priority for the selected territory.
            5. Enter the start date of the resource’s association with the territory. If necessary, set an end date.
            6. Save the record.

            That’s it; you’ve successfully created a service resource and a service territory, and then assigned the resource to the territory.

            Note
            Note A care resource inherits the service territory's operating hours. However, if a care resource works in multiple territories and has conflicts with the default time of the secondary territory, you can edit the resource's service territory member record and define unique operating hours for the resource within the context of the secondary territory.
             
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