Health Cloud Administration
jSet Up a Briefcase for Home Health
Enable your clinicians in the field to access information seamlessly when their mobile
app is offline. Use Briefcase Builder to create a briefcase, which is a set of rules and filters
that select records for offline use. Connect the Field Service Mobile app with the briefcase to
give your clinicians access to the most relevant records, even when there’s a network outage or
spotty internet coverage.
Add the relevant objects and related objects to the briefcase that you want to make
available offline. You can also select a subset of relevant record data for your mobile workers
by selecting Related Lists or Lookup Fields that relate to an object. You can further refine the
data by applying filters and logic conditions.
| Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license |
| User Permissions Needed | |
|---|---|
| To create a briefcase: |
Customize Application |
-
Create a briefcase and add basic information using the Briefcase Builder wizard.
- From Setup, in the Quick Find box, enter Briefcase Builder, and then select Briefcase Builder.
- To launch the setup wizard, click New Briefcase.
- Enter a unique briefcase name and an optional description.
- Click Next.
-
To choose the record data that’s relevant to your users and your organization, add these
objects:
- Service Appointment
- Service Resource
- Operating Hours
-
For the Service Appointment object,
- Set the filter as 1. Scheduled Start <= This Day, 2. Scheduled End >= This Day, and Filter Logic: (1 AND 2).
- Add these related objects and relationships.
Related Object Related List and Lookup Field Service Appointment > Account Account ID, Field on Service Appointment Service Appointment > Account > Allergy Intolerance Allergy_Intolerance_Patients, Related List on Account Service Appointment > Account > Allergy Intolerance > Patient Health Reaction PatientHealthReactionParents, Related List on Allergy Intolerance Service Appointment > Account > Care Request MemberCareRequests, Related List on Account Service Appointment > Account > Clinical Encounter Account ID, Related List on Account Service Appointment > Account > Health Condition Health_Condition_Patients, Related List on Account Service Appointment > Account > Patient Immunization Account ID, Related List on Account Service Appointment > Account > Patient Medical Procedure Patient_Medical_Procedures1, Related List on Account Service Appointment > Account > Medication Request Medication_Request_Patients, Related List on Account Service Appointment > Account > Account Service Preference AccountServicePreferenceAccounts, Related List on Account Service Appointment > Account > Medication Statement Medication_Statement_Patient, Related List on Account Service Appointment > Account > Medication Statement > Medication Medication ID, Field on Medication Statement Service Appointment > Account > Medication Statement > Patient Medication Dosage PMDParents, Related List on Medication Statement -
Assign the briefcase to clinicians.
- To find the users or groups to assign the briefcase to, specify the search criteria.
- Select the plus sign (+) next to each user or group that you want to assign the briefcase.
- Click Next.
-
Select and associate the Field Service Mobile app with your briefcase.
- In the Connected Apps field, search for and select Salesforce Field Service for iOS and Salesforce Field Service for Android.
- Click Activate.
The briefcase is connected with the Field Service Mobile app and activated for the assigned users and groups.