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            Set Up Service Objectives for Home Health

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            Set Up Service Objectives for Home Health

            Service objectives indicate your scheduling goals and help in efficient resource assignment. First, verify that all required user profiles use the Skill Preference record type and page layout as the default for the Service Objective object. Then, create service objectives for each skill type that you have set up for your home health agency.

            Required Editions

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license
            User Permissions Needed
            To create service objectives: Field Service Admin Permission Set
            1. In Setup, select Profiles, and open a relevant profile.
            2. In the Custom Object Layouts section, find and edit the Service Objectives object.
            3. Click Edit Assignment, select Skill Preference as the page layout to use for the relevant profiles, and then save your changes.
            4. In the Custom Record Type Settings for the profile, find the Service Objectives object and click View Assignment.
            5. Move the Skill Preferences record type from Available Record Types to Selected Record Type.
            6. Verify the Default dropdown has Skill Preferences selected, and then save your changes.
            7. From the App Launcher, open the Field Service Admin app, and then select Service Objectives.
            8. Click New.
            9. Enter the service goal name.
            10. Enter the API name for the skill type you want to add the objective for.
            11. Save your changes.
            12. Repeat these steps to specify the objectives for all skill types in your org.

            The service objectives are ready for use. Next, add these objectives to the Home Health default scheduling policy.

            See Also

             
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