Set up assignment groups for Care Team Operations for Environmental Services

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 3분
  • Associate assignment groups with your healthcare organizations to determine which user groups are associated with specific healthcare organizations.

    시작하기 전에

    Role required: admin

    이 태스크 정보

    In Care Team Operations for Environmental Services, assignment groups must be configured so that work orders created from environmental services cases can be fulfilled.

    Important:

    The various steps of fulfilling work orders require that assignment groups be created as follows:

    • Environmental Services qualifier: To set up evs.qualifier roles, you must be assigned the Environmental Services Qualifier group, which contains the sn_cto_evs.loc_support_agent role and the wm_qualifier roles.
    • Environmental Services dispatch: To set up environmental services dispatch roles, you must be assigned the Environmental Services Dispatcher group, which contains the wm_dispatcher and sn_cto_evs.loc_support_agent roles.
      주:
      In Agent assignment groups, the Covered by Dispatch Groups tab must be used to indicate which groups can fulfill for them.

    For both of the preceding roles, the Locations Covered related list displays all locations you can qualify or dispatch for.

    프로시저

    1. Navigate to All > Healthcare Operations > Healthcare Organizations.
    2. Select the healthcare organization that you want to associate an assignment group with.
    3. In the Assignment Groups related list, select New.
    4. On the Service Organization Assignment Group form, fill in the fields.

      Service Organization Assignment Group form:

      Field Description
      Service organization Auto-populated with the name of the healthcare organization to which you’re adding an assignment group.
      Assignment group Name of the assignment group that is to be added.
    5. Select Submit.