Track a store plan on the workspace

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: sn_rtl_hq_ops.agent_manager or sn_rtl_hq_ops.location_manager

About this task

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

Procedure

1. Navigate to Store Plan > All.
2. Select the fields on the store plan to view associated details.

   Fields	Description
   HQ communications store plan record	Displays the record details.
   Track Plan	Displays the list of HQ cases.
   HQ case	Displays the HQ case details.
   Tasks within HQ case	Displays the HQ tasks.
   Store cases within HQ case	Displays the store cases.
   Store case	Displays the store tasks.