--- sourceDocument: Australia Healthcare and Life Sciences sourceDocumentLink: https://www.servicenow.com/docs/r/australia/healthcare-life-sciences Release : - australia ft:locale : - en-US ft:publication_title : - Australia Healthcare and Life Sciences ft:clusterId : - hcls bundleId : - hcls workflow : - Customer and Industry --- # Example - Task plans for care teams # Example - Task plans for care teams {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Example - Task plans for care teams This content explains how ServiceNow's Care Team Work Management enables standardized and efficient task planning for healthcare teams, particularly in large hospital systems. It focuses on coordinating operational rounding and routine unit-level activities across multiple departments, reducing manual coordination and improving compliance. Show full answer Show less ## Operational Rounding Playbook The Operational Rounding Playbook creates a hospital-wide standardized workflow to manage rounding activities. When executed, it generates a single healthcare orchestration case representing the entire rounding cycle across all involved units. This orchestration case acts as the central coordination record for leadership, supporting visibility and management as a unified initiative. Within this orchestration layer, leadership roles receive healthcare orchestration tasks related to preparing checklists, reviewing assessments, and escalating issues. These tasks are exclusive to leadership and do not involve frontline staff, maintaining a separation between oversight and unit execution. For each unit, the system creates a care team case containing unit-specific tasks such as environmental assessments and patient safety checklists. These tasks are assigned to care team managers or agents and include necessary documentation or smart assessments. Progress is tracked both at the unit level (within care team cases) and hospital level (within the orchestration case), enabling coordinators to monitor completion status and address exceptions efficiently. The rounding cycle is completed when all units finish their tasks and the healthcare orchestration case is closed, enhancing operational reliability and compliance. ## Care Team Activities Task Plans The Care Team Activities Playbook allows task plan authors to standardize recurring unit-level work like shift readiness checks or equipment inspections without manual coordination. Authors define task details, including instructions, owners, and expected outcomes, and can associate smart assessments with conditional rules for evidence collection. Authors select eligible care teams and units to receive the plan, configure scheduling options (immediate, one-time, or recurring), and review the plan before publishing. Upon publishing, care team cases and tasks are automatically generated per the schedule, with progress tracked similarly to other care team task plans. ## Key Benefits for ServiceNow Customers * Enables hospital-wide coordination of complex rounding activities through a single orchestration case. * Separates leadership oversight tasks from frontline execution, ensuring clear accountability. * Automates creation and tracking of unit-specific care team tasks, improving efficiency and compliance. * Supports standardized, repeatable workflows for recurring care team activities with flexible scheduling. * Provides real-time progress monitoring at both unit and enterprise levels to quickly identify gaps and exceptions. Understand how task plans are designed and executed using Care Team Work Management. In a large hospital system, operational leaders need a reliable way to run across rounding activities consistently many departments without manually coordinating work unit by unit. The **Operational rounding playbook** is designed for this purpose, providing a standardized and repeatable workflow that initiates, coordinates, and tracks rounding activities across multiple care units. When the task plan is executed, the system begins by creating one **healthcare orchestration case** that represents the entire rounding cycle across the hospital. This healthcare Orchestration case serves as the hospital‑wide coordination record, allowing leadership to manage the effort as a single initiative regardless of how many units are involved. As part of this orchestration layer, the system generates **healthcare orchestration tasks** for rounding coordinators and operational leaders. These tasks typically include activities such as preparing rounding checklists and communications, reviewing submitted assessments from all units, and compiling exceptions or escalating findings. These healthcare orchestration tasks are visible only to leadership roles and don't involve frontline staff, confirming that coordination and oversight remain separate from unit‑level execution. For each selected unit or department, the system then creates a **care team case** , providing a unit‑specific container for frontline rounding work. Each care team case includes a clear description of the rounding activity and sets expectations for what must be completed during the rounding cycle. Within each care team case, the system generates **care team tasks** that guide unit‑level execution, such as environmental assessments, equipment checks, and patient safety checklists. These tasks are assigned to care team managers or care team agents within the appropriate unit and may include documentation requirements or smart assessments as needed. As care team staff complete their assigned tasks, progress is tracked at both the unit and hospital levels. Unit‑level completion is captured within care team cases and tasks, while overall progress across all units is monitored from the healthcare orchestration case. This enables rounding coordinators to quickly identify which units are complete, which are still in progress, and where exceptions or compliance gaps may exist. Once all units have completed their required tasks and assessments, the rounding coordinator closes the healthcare orchestration case, completing the rounding cycle. This multi‑unit task plan approach improves operational reliability, reduces manual coordination, and supports compliance with internal policies and regulatory requirements across the health system. ## Example - Care team activities task plans for care teams {#ctwm-task-plan-example__section_ctwm_cta_example} A care team task plan author can use the **Care team activities playbook** to standardize recurring unit-level work. This includes shift readiness checks or routine equipment inspections, without coordinating each unit manually. When the author creates the plan, a plan details form appears. It contains the same short description, priority, and description fields used by the Operational rounding playbook's Care team case stage. The author then defines the individual **care team tasks** that make up the plan, including the task name, instructions, an owner, and the expected outcome. When a task should capture standardized evidence, the author can associate a smart assessment to the task. The assessment can be scoped with a conditional execution rule so it only appears when specified conditions are met. The author then selects the **eligible care teams and units** that should receive the plan. When the plan is saved, the system generates a care team case and its associated care team tasks for each selected team or unit. Finally, the author configures the plan's **schedule** as immediate, one time, or recurring using the same scheduling stage as the Operational rounding playbook. The author then reviews the complete plan on the Plan Summary stage before publishing. Once published, care team cases and tasks are generated automatically according to the configured schedule. Progress can be tracked the same way as any other care team task plan.