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Set Up a Service Resource for Advanced Therapy Management

A service resource is an agent or crew that performs a work type at a service territory. A service resource can also refer to a particular meeting room, facility, or even an asset assigned to a service territory. In Advanced Therapy Management, service resources are medical staff modeled as an asset at a service territory where a work type, such as apheresis, is performed.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
User Permissions Needed
To create Service Resource records: Create, Read, Edit, Delete on Service Resource records

First create a record for the asset, and then create a service resource with the associated asset.

  1. From the App Launcher, find and select Assets.
  2. Click New.
  3. Add a name for the asset. For example, Goodly Healthification Apheresis Asset.
  4. Associate the asset with an account. For example, select the account of the service territory.
  5. Save your changes.
  6. From the App Launcher, find and select Service Resource.
  7. Click New.
  8. Add a name for the service resource. For example, Goodly Healthification Apheresis Medical Staff.
  9. Select the asset you created in the previous steps.
  10. In Resource Type, select Asset.
  11. Select Active.
    A service resource record with name, asset, resource type, and a checkbox for active.
  12. Save your changes.

Repeat the steps to create assets and service resources for each work procedure step that is performed at a service territory.

See Also