---
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


---

# Track a store plan on the workspace

# Track a store plan on the workspace {#ariaid-title1}

Release version: Brazil  
Updated October 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Enable plan creators to track published plan execution end-to-end, overall completion status, parent (HQ) cases, HQ tasks, store cases, and store tasks.

## Before you begin

Role required: HQ communications: sn_rtl_hq_ops.agent_manager or sn_rtl_hq_ops.location_manager. Store audit plans: sn_rtl_store_audit.plan_author with sn_rtl_store_audit.audit_manager or sn_rtl_store_audit.location_audit_manager.

## About this task

Enable operations teams to view, filter, and close cases, and to access cases consistently from multiple entry points, so they can drive on-time completion across all stores.

## Procedure

1. Navigate to Store Plans and open the required Store Plan record.
2. Select the Track Plan tab.  
   The tab displays the plan progress summary and the hierarchical list view for the plan. The tab is available only when the plan is published.
3. If the plan runs on a schedule, select an occurrence from the occurrence selector.  
   The latest occurrence is selected when the tab loads. Everything on the tab is scoped to the occurrence that you select. The selector isn't displayed for One-Time or Immediate plans. For more information, see [Plan progress summary](https://www.servicenow.com/docs/NxxUrH2mgiPSJBow4FsKzw "The plan progress summary gives headquarters and regional managers a single view of how a published plan is progressing for a selected schedule occurrence, without opening individual cases.").
4. Review the progress metrics for the selected occurrence.  
   The summary reports the percentage of store cases closed, and the number of open, overdue, closed, and total store cases.
5. Select a count in the summary to open the matching tab in the hierarchical list view, or select a node in the navigation tree to review a specific part of the plan.  
   The tree contains nodes for the HQ case, each HQ task, the store cases, and each store task. The store case node is selected when the tab loads.
6. Select All, Open, Closed, or Overdue to filter the list by state.  
   Each tab shows a count for the selected node. The state filter and the tree selection apply together, and the active tab is kept when you select a different node. For the states behind each tab, see [Hierarchical list view](https://www.servicenow.com/docs/or7tcnjw~2h__fqAPT3QYw "The hierarchical list view on the Track Plan tab presents a plan's generated cases and tasks as a navigation tree, so managers can move from the plan down to an individual store task without losing context.").
7. Filter store cases and store tasks by store name to narrow the list.
8. Open a record from the list to view its details.  
   The list is read-only. Records can't be created or edited from the list.