Health Cloud Administration
jCreate Work Plan Templates for Home Health
Each Work Plan Template record represents a group of tasks that a field resource has to
perform as part of a visit.
| Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license |
| User Permissions Needed | |
|---|---|
| To create work plan templates | Create on work plan templates |
- In the App Launcher, find and select Work Plan Templates.
- Enter a name and description for the work plan template and select Active.
- Specify a whole number value for the Relative Execution Order field. This value determines how the different groups of tasks are sorted on the field resource’s mobile page.
- Save the record.
Next, let’s create tasks for this group using the Work Plan Template Entry object.