Konfigurer status for handlingsplan og behandlingsprogram
Du kan konfigurere personlige indstillinger for tilstanden for handlingsplanen og status for behandlingsprogrammet. Hvis du vil bruge Overensstemmelse for udbyderengagement, skal du tilknytte konfigurerede værdier til den afsendte handlingsplans tilstand og behandlingsprogramstatusværdier.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise og Unlimited Edition med Life Sciences Cloud, Life Sciences Cloud for Customer Engagement-tilføjelsesprogramlicens og den administrerede pakke Life Sciences Customer Engagement.
Brugertilladelser påkrævet
Hvis du vil konfigurere en handlingsplantilstand og status for behandlingsprogram:
Tilladelsessættet Commercial Admin for Life Science
Konfigurer handlingsplanstatus og behandlingsprogramtilstandsværdier.
Fra Appstarter skal du finde og vælge Admin Console.
Vælg Udbyderengagementoverensstemmelse.
For Tilknytning af handlingsplantilstand skal du vælge en værdi for hver tilstand.
For Tilknytning af status for behandlingsprogram skal du vælge en værdi for hver status.
For Vurderingsopgave skal du vælge en registreringstype og et feltsæt.
Gem dine ændringer.
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