Associate a Service Resource with a Service Territory for Home Health

Use the Service Territory Member object to associate a service resource with the service territories that they operate in. As stated before, service resources operate under the operating hours specified for each territory. However, if a service resource works under multiple territories and has conflicts with the default time of the secondary territory, you can define unique operating hours for the resource within the context of the second territory.
Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license

User Permissions Needed
To create a service territory member Create access on Service Territory Member
  1. In the App Launcher, find and select Service Territory Member.
  2. Click New.
  3. Select the service resource and the service territory.
  4. In the Territory Type field, specify the service resource’s assignment priority for the selected territory.
  5. If the selected service resource needs unique operating hours for the selected service territory, select an appropriate operating Hours record in the Operating Hours field.
  6. Enter the address for the territory.
  7. Specify the duration of the resource’s association with the territory using the start and end date fields.
  8. Save the record.

That’s it; you’ve successfully created a service resource, service territory, and associated them together. We’ll assign skills to the service resource in a bit.