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            Add a Service Territory Member To a Service Territory Record

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            Add a Service Territory Member To a Service Territory Record

            Configure records for service territory members assigned to a service territory. In Advanced Therapy Management, work procedure steps like apheresis are performed by medical staff at a particular hospital. To represent the medical staff, configure service territory members who are service resources assigned to a work type at a service territory.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
            User Permissions Needed
            To create Service Territory Member records: Create, Read, Edit, Delete on Service Territory Member records
            1. From the App Launcher, find and select Service Territories.
            2. Select the Service Territory record for which you want to add a service territory member.
            3. In the Related tab, under Service Territory Member, click New.
            4. Select the service resource modeled as an asset in a service territory. For example, Goodly Healthification Apheresis Medical Staff.
            5. The service territory is preselected. For example, Goodly Healthification Infusion Center.
            6. For Territory Type, select Primary.
            7. Under Duration, select a start date and an end date, to indicate the date range during which the resource is a member of the service territory.
              A service territory member record with service resource, service territory, territory type, and start date and end date.
            8. Save your changes.
             
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