Create a store plan from the workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

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

    Before you begin

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

    Procedure

    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.