Create an Operational rounding task plan

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

    • Create a new task plan using the Operational rounding playbook.

    Before you begin

    Role required: sn_hco_orc.loc_support_agent or sn_hco_orc.plan author

    About this task

    Procedure

    1. Navigate to CSM/FSM Configurable Workspace > Task Plan Templates > All Task Plans > New.
    2. In Create new task plan, select Operational Rounding.
    3. Select Create plan.
    4. Complete the playbook stages that follow.

    What to do next

    Input plan details into the Operational Rounding playbook