Roles installed with Care Team Work Management
The following roles are installed with Care Team Work Management.
| Role | Persona | Roles structure | Description |
| sn_cto.loc_contributor | Care Team Location Contributor | Contains: sn_task_plan.viewer | Can request care team operation cases and read results of smart assessments. |
| sn_cto.loc_support_agent | Care Team Location Support Agent |
Contains: sn_hco.loc_support_agent wm_read (if Field Service Management is installed) |
Views/resolves all cases under assignment group and tracks and fulfills cases. |
| sn_cto.care_team_agent |
Care Team Agent |
Contains: sn_cto.loc_support_agent sn_task_plan.viewer wm_basic sn_hco.care_team_membe |
Works on care team tasks and smart assessments. |
| sn_cto.care_team_agent_manager | Care Team Agent Manager |
Contains: sn_cto.care_team_agent sn_task_plan.creator sn_customerservice.svc_location_manager sn_hco.care_team_manager |
Configures addition/removal of care team members, task plan templates, and smart questionnaire templates. |
| sn_cto.admin | Care Team Work Management Admin |
Contains: sn_hco.admin sn_cto.care_team_agent_manager sn_task_plan.creator |
Configures organizations and team structure and has all privileges of agent manager. |
| sn_hco_orc.plan_author | Operational Leader |
Contains: sn_task_plan.creator sn_fsm_planned_wm.planned_work_admin sn_case_creation.org_editor |
Authors templates and schedules. |
| sn_hco_orc.loc_support_agent | Support Agent | Creates and fulfill the Healthcare orchestration tasks. Can create healthcare orchestration cases. | |
| sn_hco_orc.loc_support_agent_manager | Support Agent Department Manager | Tracks and manages all the tasks and cases for support departments. | |
| sn_hco_orc.admin | Healthcare Orchestration Admin |
Contains: sn_hco.admin |
Manages the Healthcare orchestration roles and duties. |
| Role | Persona | Description | |
| sn_cto.care_team_agent |
Care Team Agent |
Works on care team tasks and smart assessments. | |
| sn_cto.care_team_agent_manager | Care Team Agent Manager | Configures addition/removal of care team members, task plan templates, and smart questionnaire templates. | |
| sn_hco_orc.plan_author | Operational Leader | The playbook plan author role that is required for a location support agent or an admin for them to be able to see the task plan template module and the playbook when they create a new task plan template. | |
| sn_hco_orc.loc_support_agent | Support Agent | Creates and fulfill the Healthcare orchestration tasks. Can create healthcare orchestration cases. | |
| sn_hco_orc.loc_support_agent_manager | Support Agent Department Manager | Tracks and manages all the tasks and cases for support departments. |