Create a store plan from the workspace

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

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

    Procedimento

    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.