Create a store plan from the workspace

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • The HQ manager creates a new plan for case and task generation.

    Avant de commencer

    Role required: sn_rtl_hq_ops.agent, sn_rtl_hq_ops.agent_manager, sn_rtl_hq_ops.location_manager

    Procédure

    1. Navigate to All Lists > Store plan > All.
    2. Select New > HQ communication and select Create plan.
      A new playbook gets loaded.
    3. Enter the name in the Name.
    4. Enter the short description in the Short Description.
    5. Select Save to save the details and Continue to go the next step.