---
sourceDocument: Australia Retail Industry
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/retail-industry

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Retail Industry

ft:clusterId :

    - rahi

bundleId :

    - rahi

workflow :

    - Customer and Industry


---

# Schedule the store plan

# Schedule the store plan {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Schedule 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.

## Vorbereitungen

Role required: sn_rtl_hq_ops.agent, sn_rtl_hq_ops.agent_manager, sn_rtl_hq_ops.location_manager, and sn_fsm_planned_wm.planned_work_admin  
Hinweis:  
Use sn_fsm_planned_wm.planned_work_admin role to avail the one-time and recurring schedule options.

## Prozedur

1. On the Schedule form, select Immediate to generate a case immediately.
   1. Select the date by selecting the calendar and enter the time in the Due date and time.
   {#rahi-retail_schedule-the-cases-or-tasks__substeps_h3d_vd5_l3c}
2. Select One time to generate a case in future at the scheduled time.
   1. Select the date by selecting the calendar and enter the time in the Schedule detailsEffective Start.
   2. Enter the number of days for the case to be due from the effective start date in the Schedule detailsLead time.
   {#rahi-retail_schedule-the-cases-or-tasks__substeps_xmz_325_l3c}
3. Select Recurring to generate recurring cases in future.
   1. Select the starting date by selecting the calendar and enter the time in the Schedule detailsEffective Start.
   2. Select the ending date by selecting the calendar and enter the time in the Schedule detailsEffective End.
   3. Select the trigger type from the Recurrence detailsTrigger Type drop-down list.
   4. Enter the number of days, hours, minutes, and seconds in the Recurrence detailsRepeat section.
   5. Enter the number of days for the case to be due from the effective start date in the Recurrence detailsLead time.
   {#rahi-retail_schedule-the-cases-or-tasks__substeps_e3l_4f5_l3c}
4. Select Save to stay on the window and select Save \& continue to go to the next step.

## Ergebnisse

The summary gets generated based on the store plan schedule.