Activity plan building blocks: Time Period records and activity measure types
Key Takeaway
Build the Time Period record and the provider activity measure types before you set goals, because an activity plan's goals and goal measures sit on top of them.
An activity plan in Life Sciences Cloud sets targets for how often field representatives engage healthcare accounts over a set period. Before you can set goals, you build two foundations. A Time Period record defines how long the plan runs. Provider activity measure types define exactly which field representative activities count toward goals, such as visits, product detailing, emails, or custom activities, and how each one is tracked from scheduled to completed.
Where these building blocks fit
You configure an activity plan by defining four things in this order:
- The time period
- The activity types
- The goals
- The metrics
Because of this order, the goals and goal measures sit on top of the Time Period record and the provider activity measure types that you define first.