Input Assigned organizations details into the Operational Rounding playbook

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Complete the Assigned organizations playbook stage in the Operational rounding playbook.

    Before you begin

    Role required: sn_hco_orc.loc_support_agent or sn_hco_orc.plan author

    Procedure

    1. In the Operational rounding playbook, navigate to the Assigned Organizations stage.
    2. Use the Organizational selector to check one of more units/departments across hospitals.
      Note:
      Use Add all to add all organizations to this plan.
    3. Select Save.

      The plan will generate Care Team Cases and any associated tasks for each selected organization.

    What to do next

    Input Schedule details into the Operational Rounding playbook