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在计划中登记个案参与者
从个案记录中,确定满足个案参与者需求的计划,并将参与者加入计划。

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选择更少的筛选器,并扩大搜索范围。
从个案记录中,确定满足个案参与者需求的计划,并将参与者加入计划。
| 适用于:Education Cloud、Nonprofit Cloud 和公共部门解决方案。查看版本可用性。 |
| 所需用户权限 | |
|---|---|
| 要访问个案和个案程序: | 护理计划访问权限集 或者 Education Cloud 完全访问权限集 |
在开始前,请确保您拥有参与者的个案记录和所需的计划记录。
Salesforce 为注册的个人创建个案计划和计划注册记录。如果参与者存在有效的计划注册记录,则不会创建重复记录。

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