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建立動作計畫以進行動態評估
從包含特定業務授權申請、照護計畫、造訪或其他記錄的 Omni 評估工作之動作計畫範本建立動作計畫。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
您位於此處:
從包含特定業務授權申請、照護計畫、造訪或其他記錄的 Omni 評估工作之動作計畫範本建立動作計畫。
| 檢視支援的產品版本。 |
| 需要的使用者權限 | |
|---|---|
| 建立動作計畫: | 動作計畫權限集 |
若要使用動作計畫範本,請從範本目標物件上的特定記錄建立範本的例項。當您為特定記錄建立動作計畫時,Omni 評估工作可供檢查人員、調查人員、個案工作人員和其他工作人員在「評估」索引標籤上完成。
針對車庫消防安全檢查的「動態評估」,您需要業務授權申請記錄。為此範例使用的虛構沙龍建立一個。當您建立應用程式時,請視需要建立必要 (虛擬) 的帳戶、連絡人和授權類型。或者,使用您組織中的現有公司授權記錄。您稍後可以視需要從記錄中刪除動作計畫。
針對業務授權申請的動作計畫,指定以下詳細資料:

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