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            Create Work Plan Templates for Home Health

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            Create Work Plan Templates for Home Health

            Each work plan template record represents a group of tasks that a field resource must perform as part of a visit.

            Required Editions

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license
            User Permissions Needed
            To create work plan templates Create on work plan templates
            1. From the App Launcher, find and select Work Plan Templates.
            2. Enter a name and description for the work plan template and select Active.
            3. Specify a whole number value for the Relative Execution Order field. This value determines how the different groups of tasks are sorted on the field resource’s mobile page.
            4. Save the record.

            Next, create tasks for this group using the Work Plan Template Entry object.

             
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