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            Override Default Lead Time Based on Hierarchy

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            Override Default Lead Time Based on Hierarchy

            The time required to complete a therapy can differ based on geographical region, service territory, or the therapy stage or step. Accommodate these differences in lead time by overriding the default lead time of a work type step.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
            User Permissions Needed
            To access the Advanced Therapy Management app: Health Cloud Advanced Therapy Orchestration permission set
            To override the default lead time of a work type step: Multi-Step Scheduling permission set
            To update decision tables: Health Cloud Starter permission set

            Appointment slots are calculated based on the lead time of work procedure steps, that is, the time taken to complete a therapy stage, such as Apheresis. This lead time is calculated by adding the lead time of individual work type steps that make up a work procedure step. You can set up a default lead time for each work type step. However, lead time for a work type step can vary based on different conditions. For example, the time taken to complete the Identity Verification step (work type step) takes 2 days in New York, but 1 day in San Francisco. To account for variations in lead time according to certain conditions, override a work type step’s lead time using a Work Type Step Lead Time Override record.

            Set a combination of conditions, such as work procedure, work type, work type step, country, and service territory, and assign a priority to the combination. When the treatment center coordinator searches for slots, the Calculate Work Procedure Step Lead Time Using Work Type Steps flow computes the total lead time of a work procedure step by invoking the Work Type Step Lead Time Override decision table. This decision table references the override logic you set up in the Work Type Step Lead Time Override record, and considers the override logic with the highest priority.

            If no override logic is configured, the flow considers the default lead time.

            Note
            Note The logic for the work type step’s lead time override considers the record with the highest priority, in descending order. So, a Work Type Step Lead Time Override record with priority number 9 is considered over another record with priority number 8.

            Lead time override and service territory prioritization rules are used together for finding the most appropriate slots. If the total calculated lead time for the set of child service territories (where work type steps are held) with the highest prioritization rule is less than the work procedure step lead time configured, the slot formation logic considers total lead time calculated using work type steps.

            If the total calculated lead time for a prioritized set of child service territories (work type steps) is more than the work procedure step lead time configured, the slot formation logic doesn’t consider any slots for that combination of child service territories, and instead searches for the service territory prioritization rule with a lower priority.

            Note
            Note Make sure you activate Advanced Scheduling settings and generate decision tables for lead time override.
            Important
            Important To send email from Salesforce, Life Sciences Emails requires domain-level and user-level email verification. Email delivery fails if either the user's email address or the email-sending domain is unverified. See Requirements to Send Email from Salesforce.
            1. From Setup, in the Quick Find box, enter Decision Tables, and then click Decision Tables. Click Enable.
            2. Click the dropdown next to the Work Type Step Lead Time Override decision table, and then click Activate.
            3. From App Launcher, find and select Work Type Step Lead Time Override, and click New.
            4. Add the conditions for an override.
              1. Select a work type.
              2. Select a work procedure.
              3. Select a service territory.
              4. Select a work type step.
              5. Assign a priority to the combination of conditions.
              6. Select the country in which the conditions are applicable.
              7. Add the lead time for the work type step. The default lead time is in days. You can change the lead time unit in the Work Procedure record.
                A new work type step override record with a priority assigned to the combination of work type, work procedure, service territory, work type step, and its lead time.
              8. Save your changes.
             
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