---
sourceDocument: Brazil Healthcare and Life Sciences
sourceDocumentLink: https://www.servicenow.com/docs/r/healthcare-life-sciences

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Healthcare and Life Sciences

ft:clusterId :

    - hcls

bundleId :

    - hcls

workflow :

    - Customer and Industry


---

# Create an Operational rounding task plan

# Create an Operational rounding task plan {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a new task plan using the Operational rounding playbook.

## Before you begin

Role required: sn_hco_orc.loc_support_agent or sn_hco_orc.plan author

## About this task

## Procedure

1. Navigate to CSM/FSM Configurable WorkspaceTask Plan TemplatesAll Task PlansNew.
2. In Create new task plan, select Operational Rounding.
3. Select Create plan.
4. Complete the playbook stages that follow.

## What to do next

[Input plan details into the Operational Rounding playbook](https://www.servicenow.com/docs/jUheE~t~ZVz~jvZKWKwYtg "Complete the Plan details playbook stage in the Operational rounding playbook.")

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