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Create Compliance Template Using Action Plan Template

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Create Compliance Template Using Action Plan Template

Define the structure for conducting a compliance program.

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 a compliance template:

Action Plans permission set

or

Modify All Data
  1. From the App Launcher, find and select Action Plan Templates, and then click New.
  2. Enter a name and a description for the action plan template.
  3. Select the Action Plan Type as Provider Engagement Compliance
  4. Select a Target Object as Account.
  5. If needed, select these options.
    • Stop Allowed After Completion
    • Pre-Cycle Required
    • Last Cycle Behavior
    • Restart Behavior Type
  6. Save your changes.
  7. Create the first provider engagement compliance cycle.
    1. Click New Provider Engagement Compliance Cycle.
    2. Enter the cycle name and duration.
    3. Save your changes.
  8. Create subsequent cycles.
    1. Click New.
    2. Click Provider Engagement Compliance Cycle.
    3. Enter the cycle name and duration.
    4. Save your changes.
    5. Repeat Step 8 to create all the required cycles.
 
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