Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Define Work Plan Selection Rules for Home Health

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Define Work Plan Selection Rules for Home Health

            Work Plan Selection Rules determine when you use work plan templates to generate work plans for work orders. Health Cloud checks the values of certain fields on Work Order records, and then generates work plans from templates if those values match the selection rules that you define for different templates. Make sure you've already created records for the conditions you want to select. For example, create the necessary work types and service territories.

            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 selection rules Create on work plan selection rules
            1. In the App Launcher, find and select Work Plan Templates.
            2. Open the relevant work plan template and click the Related tab.
            3. In the Work Plan Selection Rules related list, click New Rule.
            4. Ensure that the work plan template selected in the Work Plan Template field is the one you’re adding the rule for.
            5. Enter a description for the rule and select Active.
            6. Specify conditions you want to trigger the template for. For instance, you can set the template to trigger when the Work Type is Elderly Care and the Service Territory is Florida.
            7. Save your rules.

            That’s it; you’ve configured task templates for your visits.

             
            Loading
            Salesforce Help | Article