Input Schedule details into the Operational Rounding playbook

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

    • Complete the Schedule playbook stage in the Operational rounding playbook.

    Before you begin

    Role required: sn_hco_orc.loc_support_agent or sn_hco_orc.plan author

    Procedure

    1. In the Operational rounding playbook, navigate to the Schedule stage.
    2. Choose the cadence at which you want this case created:
      • Immediate - Generates the healthcare orchestration case and all child cases and tasks immediately upon publishing this plan.
      • One time - Generates the healthcare orchestration case and all child cases and tasks at a future date as specified in Effective start date in Schedule details.
      • Recurring - Generates the healthcare orchestration case and all child cases and tasks at the date specified in Effective start date in Schedule detailsand then recurs a series of days thereafter as specified in Lead time [in days].
    3. Select Save & continue.
    4. Select Publish to publish your task plan.

    Result

    Your task plan has been published and any cases or tasks created as part of this plan will generate as scheduled.

    What to do next

    For information on monitoring the progress of your task plan, see Track care team task plans.

    For information on fulfilling the healthcare orchestration cases and tasks generated as a result of this task plan, see Fulfill healthcare orchestration cases and tasks.