Create a store plan from the workspace

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

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

    시작하기 전에

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

    프로시저

    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.