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            Site Management Data Model and Permissions

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            Site Management Data Model and Permissions

            The Site Management data model lays the foundation for the Site Management feature.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud

            Site Management

            These objects are used in Site Management.

            Object Purpose
            Account Represents an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners).
            Account Contact Relation Represents the relationship between a contact and one or more accounts.
            Accreditation Represents the professional accreditations of a facility.
            Assessment Envelope Represents the information about an envelope that contains the assessments related to a user.
            Assessment Envelope Item Represents the information about an item in an envelope that contains the assessments related to a user.
            Asset Represents an item of commercial value, such as a product sold by your company or a competitor that a customer purchases.
            Business Hours Specifies the business hours of your support organization.
            Care Program Represents a set of activities, such as patient therapy, financial assistance, education, wellness, or fitness plan, offered to participants by an employer or insurer.
            Care Program Detail Represents the detail records related to the care program.
            Care Program Site Represents the details about the care program site.
            Care Program Site Contract Represents the association of a care program site and a contract.
            Care Provider Facility Specialty Represents the specialty of the healthcare facility.
            Care Service Represents a healthcare treatment, service, or procedure offered by a provider, practitioner, or facility.
            Care Site Investigator Searchable Field Represents the information about the clinical trial investigator associated with a site.
            Care Specialty Represents a listing of provider specialty codes and descriptions.
            Code Set Bundle Represents a group of code sets across multiple systems and versions. All these code sets refer to the same conceptual entity.
            Contact Represents a contact, which is a person associated with an account.
            Document Checklist Item Represents a checklist item for a documentation file upload.
            Healthcare Facility Represents a healthcare facility and all its related details.
            Healthcare Practitioner Facility Represents the different locations where a practitioner provides services.
            Healthcare Provider Represents the business-level details of the healthcare organization or the practitioner.
            Healthcare Provider Service Represents a junction object between a Healthcare Service and a Healthcare Provider or a Healthcare Facility.
            Healthcare Provider Specialty Represents the specialties for a practitioner or a provider service organization.
            Healthcare Provider Taxonomy Represents the taxonomy or subspecialty codes for a practitioner or facility.
            Location Represents a warehouse, service vehicle, work site, or other element of the region where your team performs field service work.
            Party Publication Represents the details of a party's publication.
            Person Employment Represents the information about a person’s employment.
            Research Study Represents the details of a research study that include its design, execution, and oversight.
            Research Study Protocol Information Represents the details of the research study protocol document.
            Score Category Represents the categories that are scored in a unified health profile.
            Unit Of Measure Defines the units and systems of units used to express and account for quantities.

            In addition to these objects, Site Management uses the objects in the Discovery Framework data model to support Assessments.

            Permissions and Permission Sets

            Admin users of Site Management need these permissions and permission sets to use Site Management.

            Permission Type Purpose
            Context Service Admin Permission set Enables the user to perform CRUD operations on context objects.
            Criteria-Based Search and Filter Permission set Helps users configure a search experience based on searchable objects and multiple fieldsets.
            Data Pipeline Base User Permission set Gives users access to data pipelines.
            Document Checklist Permission set Helps the user to access the Document Checklist feature.
            Generative AI Assessment Questions Permission set Lets users draft assessment questions from an uploaded document by using Einstein generative AI.
            Health Cloud Starter Permission set Provides access to the Health Cloud Starter features.
            NLP Service Permission set Helps users access and configure NLP Service through the respective permission sets.
            Omnistudio Admin Permission set Helps admin users to configure Omniscripts, Omnistudio Data Mappers, Integration Procedures, and FlexCards. This permission set also provides calculation runtime access.
            Omnistudio User Permission set Helps users run Omniscripts, Omnistudio Data Mapper, Integration Procedures, and Flexcards. This permission set also provides calculation runtime access.
            Prompt Template Manager Permission set Manage prompt templates using Prompt Builder and run them using generative AI features.
            Scoring Framework Admin Permission set Allow admins to enable Scoring Framework and define models for scoring use cases.
            Scoring Framework User Permission set Allows users to view predicted scores generated for use cases based on the defined models.
            Study Manager for Site Management Permission set Gives users access to the research study management features in Site Management.

            Study Managers need these permissions and permission sets to use Site Management.

            Permission Type Purpose
            Context Service Runtime Permission set Grants read access for context definitions and read and write access to all context present in the cache.
            Criteria-Based Search and Filter Permission set Helps users configure a search experience based on searchable objects and multiple fieldsets.
            Document Checklist Permission set Helps the user to access the Document Checklist feature.
            Health Cloud Starter Permission set Provides access to the Health Cloud Starter features.
            Natural Language Processing (NLP) Service Permission set Helps users access and configure NLP Service through the respective permission sets.
            Omnistudio Admin Permission set Helps admin users to configure Omniscripts, Omnistudio Data Mappers, Integration Procedures, and FlexCards. This permission set also provides calculation runtime access.
            Omnistudio User Permission set Helps users run Omniscripts, Omnistudio Data Mapper, Integration Procedures, and Flexcards. This permission set also provides calculation runtime access.
            Prompt Template User Permission set Run prompt templates using generative AI features.
            Scoring Framework User Permission set Allows users to view predicted scores generated for use cases based on the defined models.
            Study Manager for Site Management Permission set Gives users access to the research study management features in Site Management.
            Life Sciences Site Management Summarization Permission set Gives users access to the site and investigator summarization features in Site Management.

            Site Investigators need these permissions and permission sets to use Site Management.

            Permission Type Purpose
            Omnistudio User Permission set Helps users run Omniscripts, Omnistudio Data Mapper, Integration Procedures, and Flexcards. This permission set also provides calculation runtime access.
            Site Management Investigator for Experience Cloud Permission set Gives site investigators access to respond to the feasibility assessments and update the site profiles from an Experience Cloud site.
             
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