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Configure Action Plan State and Care Program Status

Configure Action Plan State and Care Program Status

You can configure personalized options for action plan state and care program status. To use Provider Engagement Compliance, map configured values with the shipped action plan state and care program status values.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
User Permissions Needed
To configure an Action Plan State and Care Program Status: Life Science Commercial Admin permission set
  1. Configure action plan status and care program state values.
  2. From the App Launcher, find and select Admin Console.
  3. Select Provider Engagement Compliance.
  4. For Action Plan State Mapping, select a value for each state.
  5. For Care Program Status Mapping, select a value for each status.
  6. For Assessment Task, select a record type and field set.
  7. Save your changes.
 
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