Manage store plans to generate cases and tasks Manage store plans to plan and schedule generation of cases and tasks to simplify manual efforts. Create a store plan from the workspaceThe HQ manager creates a new plan for case and task generation.Add HQ case details to the HQ communication planLog the HQ case details to the new HQ communications store plan.Add HQ task detailsLog the HQ task details to the new HQ communications store plan.Add store case detailsLog the store case details to the new HQ communications plan.Add store task detailsLog the store task details to the new HQ communications plan.Add affected Retail storesDetermine the affected Retail stores from the list of retail stores.Schedule the store planSchedule the store plan based on the requirement- immediate, one time, or recurring. Once the store plan gets scheduled, it automates the case and task generation which reduces manual work.Review store plan detailsReview the details logged for the store plan and make any updates in any of the sections, if required.
Manage store plans to generate cases and tasks Manage store plans to plan and schedule generation of cases and tasks to simplify manual efforts. Create a store plan from the workspaceThe HQ manager creates a new plan for case and task generation.Add HQ case details to the HQ communication planLog the HQ case details to the new HQ communications store plan.Add HQ task detailsLog the HQ task details to the new HQ communications store plan.Add store case detailsLog the store case details to the new HQ communications plan.Add store task detailsLog the store task details to the new HQ communications plan.Add affected Retail storesDetermine the affected Retail stores from the list of retail stores.Schedule the store planSchedule the store plan based on the requirement- immediate, one time, or recurring. Once the store plan gets scheduled, it automates the case and task generation which reduces manual work.Review store plan detailsReview the details logged for the store plan and make any updates in any of the sections, if required.