Components installed with Retail Playbook for Store Plan

Certain roles and dependencies must be considered when using the Retail Playbook for Store Plan.

Plugins installed with Retail Playbook for Store Plan

Plugin Name	Description	Plugin Dependencies
Retail Playbook for Store Plan [com.sn_rtl_str_plan_pb]	The Retail playbook for store plan enables HQ and regional managers to easily create structured operational plans with tasks and cases, linked to store locations and schedules.	com.sn_retail_core com.sn_csm_playbook com.sn_tsk_plan_pb_act com.sn_pwm_pb_act com.sn_rtl_hq_ops

Activities associated with Retail Playbook for Store Plan

Activity Name	Activity Description
Create Template item	Allows to create only one record through this activity. Displays a form based on the table and form view configured in the corresponding template item configuration, and creates the corresponding template item record. The form runs any UI policies that apply. The system displays any validation error messages in the Workspace playbook.
Create template items	Allows to create only multiple records through this activity. Displays the form based on the table and form view configured in the corresponding template item configuration, and creates the corresponding template item records. The form runs any UI policies that apply. The system displays any validation error messages in the Workspace playbook.
Select multiple records	Specify the template item to attach multiple records and activity experience configurations to render modal for record selection and insertion into an m2m table.
PWM Schedule	Allows creation of a schedule for task creation using a task plan template through the PWM scheduler.
Plan Summary	A summary view of the all activities configured in a playbook together for users to be able to edit before they publish the plan

Retail Playbook for Store Plan details

Playbook	Description
HQ communication	Allows to create a plan with cases and tasks for multiples stores by a HQ/Regional manager.