Input plan details into the Operational Rounding playbook

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

    • Complete the Plan details 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 Plan details stage.
    2. Provide a Plan name.
    3. Enter a Plan description.
    4. Select Save.

    What to do next

    Input Orchestration case details into the Operational Rounding playbook