Configure audit plan templates

  • Release version: Australia
  • Updated June 29, 2026
  • 1 minute to read

    • As an Admin, modify the default Task Plan Template Configuration and Template Item Configurations, or create additional configurations to support new audit programs after the application is deployed.

    Before you begin

    • The Retail Store Audit Operations application is installed on the instance.
    • Role required: sn_rtl_store_audit.admin

    About this task

    The application ships a default Store Audit Plan Configuration (sn_task_plan_config) and associated Template Item Configurations as out-of-the-box seed data. You can modify this default setup or create additional configurations as audit programs evolve. All configurable values—default states, number prefixes—are stored in System Properties under the sn_rtl_store_audit scope.

    Procedure

    To modify an existing template configuration:
    1. Log in to the ServiceNow instance with Admin credentials.
    2. In the application navigator, navigate to the sn_rtl_store_audit application scope and open Task Plan Template Configurations.
    3. Select the configuration you want to modify, for example the default Store Audit Plan Configuration.
    4. Update the configuration fields as required—name, description, or the playbook_record_generator field reference.
    5. Click Save.
    To create a new template configuration:
    1. Navigate to Task Plan Template Configurations in the application navigator and click New.
    2. Complete the required fields: Name, Task Plan Config type, and the playbook_record_generator reference.
    3. In the Template Item Configurations related list, click New and define the Store Case and Audit Task template item levels.
    4. Click Save.
      The new configuration is available to Plan Authors when they use the Record Generator to create an audit plan.
    To modify assignment rules:
    1. Navigate to Assignment Rules (sysrule_assignment) in the platform.
    2. Locate the out-of-the-box rules: Assign Store Audit Case to Retail auditors and Assign Audit Task to Retail auditors.
    3. Open the rule you want to modify and update the conditions, assignment group, or priority order as required.
    4. Click Save.
      The updated rule takes effect on the next matching record creation.

    Result

    Template configurations and assignment rules are updated. Plan Authors can immediately use any new or modified configurations when authoring audit plans. Assignment rule changes apply to all subsequently generated records.