---
schema_version: "1"
id: d3de9437994b7fdaa9e8657f89a483fd1d8d141a19c15ec6b428912579693ad9
title: Set Up a Service Resource for Advanced Therapy Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_advanced_therapy_management_set_up_a_service_resource.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_set_up_a_service_resource.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e177332d3d2615eb104edc3d483dd96dd9b2b96ead21da03b0a8f93dee978d00
description: 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.
products:
  - Life Sciences
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health Cloud
                or Life Sciences Cloud</p>
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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d67148e69">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d67148e69 ">To create Service Resource records:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d67148e69 ">Create, Read, Edit, Delete on Service Resource records</td>

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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.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-life_sciences-264-0-0-production-enus/ebdafac5-c5fe-47a7-ac14-81533ab4e08f/life_sciences/images/admin_advanced_therapy_management_service_resource.png)
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

- [_Salesforce Help_: Set Up Service Resources in Salesforce Scheduler](https://help.salesforce.com/s/articleView?id=platform.ls_set_up_service_resources.htm&type=5&language=en_US)