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            Create an Account Compliance Using Action Plan

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            Create an Account Compliance Using Action Plan

            For HCOs, where a newly launched product is likely to be used, create account compliance records.

            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 create an account compliance: Life Science Commercial Admin permission set
            1. Add the Action Plan List component to the Account page.
            2. From the App Launcher, find and select Accounts.
            3. Select an account.
            4. Click New Plan.
            5. Enter a name and description for the action plan.
            6. Select the compliance template based on which compliance cycles are generated.
            7. Select the care program that you’ve associated with the selected compliance template.
            8. Select a start date.
            9. Click Next.
            10. Verify the cycles, and save your changes.
             
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