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ActionPlanTemplateAssignment

Represents the association of an action plan template with its related care plan template, goal, or problem definition. When instantiated, the action plan generates the corresponding intervention tasks and links them to the appropriate record, such as a condition, goal, or care plan.

Special Access Rules

The ActionPlanTemplateAssignment object and its fields are used by the Key Account Management and the Provider Engagement Compliance feature areas. This topic lists the fields for both features.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

ActionPlanTemplateVersionId

  • Type: Reference
  • Properties: Create, Filter, Group, Sort
  • Description: Action plan template that’s mapped to a problem defintion, goal definition, or care plan template. This field is a relationship field.

    In Life Sciences Cloud (Medical Management), it is the version of the action plan template.

  • Relationship Name: ActionPlanTemplateVersion
  • Relationship Type: Master-Detail
  • Refers To: ActionPlanTemplateVersion

AssociatedObjectId

  • Type: Reference

    Polymorphic lookup

  • Properties: Create, Filter, Group, Sort, Update
  • Description: The object to which the action plan template is associated. For example: a problem definition, goal definition, or care plan template, associated with an action plan template.
  • Relationship Name: AssociatedObject (Life Sciences Cloud - Medical Management)
  • Refers To: CarePlanTemplate
  • Relationship Type: Lookup
  • Refers To
    • Benefit
    • CarePlanTemplate
    • CareProgram
    • GoalDefinition
    • ProblemDefinition
    • Program
    • RegulatoryCode

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date on which a user referenced this record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The date and time when the record was last viewed.

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: The name of the action plan template assignment record.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

ActionPlanTemplateAssignmentFeed
Feed tracking is available for the object.
ActionPlanTemplateAssignmentHistory
History is available for tracked fields of the object.