---
sourceDocument: Brazil Retail Industry
sourceDocumentLink: https://www.servicenow.com/docs/r/retail-industry

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Retail Industry

ft:clusterId :

    - rahi

bundleId :

    - rahi

workflow :

    - Customer and Industry


---

# Create questionnaire for a store plan

# Create questionnaire for a store plan {#ariaid-title1}

Release version: Brazil  
Updated June 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create questionnaire for a store plan on CSM/FSM Worskpace.

## Before you begin

Role required: sn_rtl_instore_ops.manager

## Procedure

1. Navigate to Store planAll.
2. Select NewHQ communicationCreate plan.
3. Add HQ details, HQ task details, store case details, and store task details.
4. On the Store task page, select a questionnaire template in the Questionnaire template or select Create new questionnaire.
5. Enter the name of the template in Template name.
6. Enter the description in the Description.
7. Select Create.
8. Enter the assessment template details in GeneralDetails.
9. Enter preferred type of questions in QuestionsAdd question.

   |   |   |
   | Add assessment reference |   |
   | Add instructions |   |
   |-|-|

   {#rahi-retail-create-questionnaire__choicetable_enp_bhm_mjc}
10. Enter preferred type of section details in QuestionsAdd section.

    |   |   |
    | Question |   |
    | Required toggle option |   |
    | Type \> Create choices to select from | Drop-down, radio button, checkbox |
    | Type \> Allow a freeform answer | Text, number,code |
    | Other | Reference, attachment |
    |-|-|

    {#rahi-retail-create-questionnaire__choicetable_hmy_pjm_mjc}
11. Set preferred settings in Settings.

    |   |   |
    | Duration of the assessment | Number of days |
    | Assessment reader role | Assessment reader role is mandatory |
    |-|-|

    {#rahi-retail-create-questionnaire__choicetable_qqc_hlm_mjc}
12. Select Continue to create the store task.  
    Store task page displays the store task name, questionnaire template name, and priority of the task.

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