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Configure Custody Records With Workflows
To successfully execute the therapy orchestration workflows and capture custody data, set up a Custody Verification Type Override decision table and create a Custody Verification Type Override record.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud |
| User Permissions Needed | |
|---|---|
| To setup and manage Chain of Custody: | Health Cloud Advanced Therapy Orchestration permission set OR Chain of Custody User permission set |
When a therapy stage (work order) or a therapy step (work order step) is in progress, the corresponding Override Custody Verification Type When Work Order Is Changed flow or the Override Custody Verification Type When Work Order Is Step Changed flow is triggered.
These record-triggered flows invoke the Custody Verification Type Override decision table to get the custody verification type and execute the Create Custody Chain Entries subflow. The Create Custody Chain Entries subflow generates custody chain entry records and optionally creates a custody item.
If a custody item requires signatures, use a new flow or override a managed flow to automatically create electronic signature records when you create or update related custody chain entry records. You can also create a subflow to confirm if all signatures on a trail are complete.
For each work order, work order step, or task where the custody item requires verification, create a signature trail (digital verification setup record) and define signature details (digital verification details record). Then, use a custody verification type override record to set the verification type (number of signatures required) and link a signature trail to the custody item.
- From Setup, in the Quick Find box, enter Decision Tables, and then click Generate Decision Tables.
- Click Enable.
- Click the dropdown next to the Custody Verification Type Override decision table, and then click Activate.
- From App Launcher, find and select Custody Verification Type Overrides, and then click New.
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Add the conditions for an override.
- Select a work type.
- Select a work procedure.
- Select a service territory.
- Select a work type step.
- Select a country.
- Add a task name.
- For the Custody Verification Type, select the number of signatures required to verify this custody item. If you don’t need to capture signatures, select Not Applicable.
- Assign a priority to the combination of conditions.
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For Digital Verification Setup, if signatures are required to verify this custody item,
select a signature trail.
A signature trail sets the number of required signatures and determines if designated verifiers must sign the records in a specific order. After you create the trail, configure the signature details.
- Save your changes.
