Enable Work Plans for Home Health
To automatically create work plans from work plan templates, you must enable the setting
in setup first.
| Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license |
| User Permissions Needed | |
|---|---|
| To update settings | Customize applications |
- From Setup, enter Work Plans in the Quick Find box, and then select Work Plans.
- Select Generate Work Plans and Work Steps from templates and selection rules.
- Save your settings.
Now that we’ve enabled work plan templates, lets set some up.