Track an In-store operations task created from a store plan

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

    • Monitor the progress of an In-store operations task from the CSM/FSM Configurable Workspace.

    Antes de Iniciar

    Role required: sn_rtl_instore_ops.manager

    Procedimento

    1. In CSM/FSM Configurable Workspace, navigate to Retail cases.
    2. Select All.
    3. Select an In-store operations case to monitor.
    4. Navigate to the Tasks related list.
    5. Review the list of tasks created for that store.
    6. Select a task to open the Details view and take action as needed.