---
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


---

# Operational rounding playbook

# Create a care team task plan using the Operational rounding playbook {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
A purpose‑built Operational Rounding Playbook guides plan authoring across multiple apps in a single flow---from plan details, healthcare orchestration case/task setup, and affected organization selection to scheduling and
publish.
1. [Create an Operational rounding task plan](https://www.servicenow.com/docs/l74m8rACUeeS4o77CJi~tA "Create a new task plan using the Operational rounding playbook.")

   Create a new task plan using the Operational rounding playbook.
2. [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.")

   Complete the Plan details playbook stage in the Operational rounding playbook.
3. [Input Orchestration case details into the Operational Rounding playbook](https://www.servicenow.com/docs/VciNa~RqokVfn1y4rERNaA "Complete the Orchestration case playbook stage in the Operational rounding playbook.")

   Complete the Orchestration case playbook stage in the Operational rounding playbook
4. [Input Orchestration task details into the Operational Rounding playbook](https://www.servicenow.com/docs/R37EYpa8ZXuumopHzDihCA "Complete the Orchestration task playbook stage in the Operational rounding playbook.")

   Complete the Orchestration task playbook stage in the Operational rounding playbook.
5. [Input Care team case details into the Operational Rounding playbook](https://www.servicenow.com/docs/9ZDXx4p_nFIuI8QG1xROrw "Complete the Care team case playbook stage in the Operational rounding playbook.")

   Complete the Care team case playbook stage in the Operational rounding playbook.
6. [Complete Care team task details in Operational Rounding](https://www.servicenow.com/docs/qW4J4IxpDq5IMeX6ckHrTg "Complete the Care team task playbook stage in the Operational rounding playbook.")

   Complete the Care team task playbook stage in the Operational rounding playbook.
7. [Input Assigned organizations details into the Operational Rounding playbook](https://www.servicenow.com/docs/f7hYejBx74PJB2kAimRzNQ "Complete the Assigned organizations playbook stage in the Operational rounding playbook.")

   Complete the Assigned organizations playbook stage in the Operational rounding playbook.
8. [Input Schedule details into the Operational Rounding playbook](https://www.servicenow.com/docs/MXUr3fmFyLZutw9TPgucdQ "Complete the Schedule playbook stage in the Operational rounding playbook.")

   Complete the Schedule playbook stage in the Operational rounding playbook.
{#ctwm-operational-rounding-playbook__cf-using-parent-steps-ol}