---
sourceDocument: Australia Retail Industry
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/retail-industry

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Retail Industry

ft:clusterId :

    - rahi

bundleId :

    - rahi

workflow :

    - Customer and Industry


---

# Create and publish an audit plan

# Create and publish an audit plan {#ariaid-title1}

Release version: Australia  
Updated July 7, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use the Store audit playbook in CSM/FSM Workspace to
author and publish an audit plan. Publishing automatically creates the Store Audit Cases
and Audit Tasks for all selected store locations.

## Before you begin

* Retail Organization records for all stores you want to audit exist on the instance.
* Role required: `sn_rtl_store_audit.plan_author` assigned alongside `sn_rtl_store_audit.audit_manager` or `sn_rtl_store_audit.location_audit_manager`, and `sn_fsm_planned_wm.planned_work_admin`.

Note:  
Use the `sn_fsm_planned_wm.planned_work_admin` role to avail the one-time and recurring schedule options.

## About this task

The Store audit playbook guides you through configuring the
full plan in a single session, ending with a Review activity where you publish.

## Procedure

1. Log in to CSM/FSM Workspace with your Plan Author credentials.
2. In the application navigator, navigate to the Store audit menu and click New.
3. In the plan type picker that opens, select Store audit as the plan type.  
   The system creates a new `sn_task_plan_template` record and the Store audit playbook launches automatically.
4. In the Store case activity, configure the Store Audit Case template item, then click Next.
5. In the Audit task activity, configure the Audit Task template item, then click Next.
6. In the Affected stores activity, select the Retail Organizations where audit has to be done, then click Next.
7. In the Schedule options activity, fill in the mandatory fields and set the generation as immediate, one-time, or recurring, then click Next.
8. In the Review activity, confirm the plan summary, edit the details, if required and then click Publish.  
   For an immediate schedule, the Store Audit Cases and Audit Tasks are created automatically as part of publishing. For a one-time or recurring schedule, they are created later at the scheduled time.

## Result

A published audit plan exists. Click the Track plan tab on
the plan record to see the generated Store Audit Cases once they exist.
**Related concepts**   

* [Retail Store Audit Operations](https://www.servicenow.com/docs/5LK7S0QSoeABzmCgsv8yXQ "Retail Store Audit Operations lets Plan Authors publish structured audit plans that automatically generate Store Audit Cases and Audit Tasks for field Auditors to complete across selected store locations.")  
**Related tasks**   

* [Audit assignment from workspace](https://www.servicenow.com/docs/zbUVqDhzOHk95ILyuL7PtA "As a Store Audit Manager, manually assign a Store Audit Case or Audit Task to a specific Auditor, or change the assignment group set by the automated assignment rules.")