Create a store plan from the workspace

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • The HQ manager creates a new plan for case and task generation.

    Vorbereitungen

    Role required: sn_rtl_hq_ops.agent, sn_rtl_hq_ops.agent_manager, sn_rtl_hq_ops.location_manager

    Prozedur

    1. Navigate to All Lists > Store plan > All.
    2. Select New > HQ communication and select Create plan.
      A new playbook gets loaded.
    3. Enter the name in the Name.
    4. Enter the short description in the Short Description.
    5. Select Save to save the details and Continue to go the next step.