Set Up Visit Tasks and Action Plan Templates for Cycle Counts

Action plan templates define the sets of tasks that your sales reps perform during visits. Our system automatically creates visit tasks for scheduled cycle count visits using the details you define in these action plan templates.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences

User Permissions Needed
To add a generic visit task record:	Create on generic visit task
To add a generic visit task context record:	Create on generic visit task context
To add an assessment indicator definition record:	Create on assessment indicator definition
To add a generic visit key performance indicator record:	Create on generic visit key performance indicator
To add a generic visit task context relation record:	Create on generic visit task context relation
To configure action plans:	Action Plans permission set AND Modify All Data OR Customize Application

Create a Generic Visit Task record.

Generic Visit Task records are used as templates for creating Visit Task records when a cycle count is scheduled. You can use the same Generic Visit Task record for all products and all inventories in your organization, or you can use dedicated records for each product in your organization. In either case, only the tasks related to the products selected for a count appear on your rep’s list of tasks for that count.
1. From the App Launcher, find and select Generic Visit Tasks.
2. Click New.
3. Enter a name for the task.
  Count Products
4. Set the status to Is Defined.
5. Leave all other fields blank and save your work.
Create a Generic Visit Task Context record.

Generic Visit Task Context records define generic visit tasks in the context of a specific inventory. Create individual Generic Visit Task Context records for each product in each inventory. For instance, if your organization has heart valves at warehouses Zeta and Beta, create Generic Visit Task Context records for heart valves at each warehouse.
1. From the App Launcher, find and select Generic Visit Task Contexts.
2. Click New.
3. Enter a name for the record. We recommend including the name of the inventory so that it’s easier for you to identify it later.
  Count Heart Valves at Warehouse Zeta
4. Set the Context field to Product Item and select a Product Item record.
5. Set the status to Is Defined.
6. Leave all the other fields blank and save your work.
Create an Assessment Indicator Definition record.

Assessment Indicator Definition records define the data type for the values stored in Generic Visit Key Performance Indicator records. We’ll talk about Generic Visit Key Performance Indicators in a bit. For now, let’s create an Assessment Indicator Definition record and configure it for the Number data type. You can create a single record for your org and reuse it for all the Generic Visit Key Performance Indicator records you create for cycle counts.
1. From the App Launcher, find and select Assessment Indicator Definition.
2. Click New.
3. Enter a name for the record and select Number in the Assessment Indicator Definition picklist.
4. Save your work.
Create a Generic Visit Key Performance Indicator record.

The expected quantities of products at inventory locations and the actual quantities counted during cycle counts are stored in Key Performance Indicator (KPI) records. The system creates these KPI records from the templates you define in the Generic Visit Key Performance Indicator object. A Generic Visit Key Performance Indicator record is connected to the Generic Visit Task Context record for which it’s storing expected and counted quantities. Create a separate Generic Visit Key Performance Indicator record for each Generic Visit Task Context record.
1. Go to the Related tab on the Generic Visit Task Context record that you created earlier.
2. Select New next to Generic Visit Key Performance Indicator.
3. For the Visit Task Context field, select the Generic Visit Task Context record you just came from.
  This field is auto-populated if you’re creating the record from the Related tab of the Generic Visit Task Context record.
4. In the Assessment Indicator Definition field, select the Assessment Indicator Definition record you created earlier.
5. Select a unit of measure and leave the remaining fields blank.
6. Save your work.
Create a Generic Visit Task Context Relation record.
A Generic Visit Task Context Relation record connects a Generic Visit Task Context record to its related Generic Visit Task record.
1. Go to the Related tab on the Generic Visit Task Context record that you created earlier.
2. Click New next to Generic Visit Task Context Relations.
3. In the Visit Task field, select the Generic Visit Task record you created earlier.
4. In the Visit Task Context field, select the Generic Visit Task Context record you created earlier.
  This field is auto-populated if you create this record from the Related tab of the Generic Visit Task Context record.
5. Save your work.
Create an action plan template.
An action plan template defines the tasks that reps perform during a visit.
1. From the App Launcher, find and select Action Plan Templates.
2. Click New.
3. Enter a name and select the template owner.
4. Make sure that the option that lets users add items to action plans isn’t selected.
5. In the Action Plan Type field, select Assessment Execution.
6. In the Target Object field, select Visits.
7. Save your work.
We’re almost done. Just one more step to go!
Add your visit tasks to your action plan template and publish it.
1. In the Items tab of your action plan template, click New Generic Assessment Task.
  
  Only add Visit Tasks to your templates for cycle counts.
  Warning
2. In the Generic Assessment Task Type field, select GenericVisitTask.
3. In the Generic Assessment Tasks field, select the Generic Visit Task record you created for the action plan template.
4. Select the Is Required checkbox.
5. Save your choices.
6. And finally, click Publish Template on the Action Plan Template record.

Health Cloud Administration

Set Up Visit Tasks and Action Plan Templates for Cycle Counts