Add HQ case details to the HQ communication plan

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

    • Log the HQ case details to the new HQ communications store plan.

    Before you begin

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

    Procedure

    1. On the HQ case form, select the required option from the Priority drop-down list.
    2. Enter the assignment group name in the Assignment group or select it using .
    3. Enter the name of the agent, the agent manager, or the location manager in the Assigned to.
    4. Enter the short description in the Short Description.
    5. Enter the description in the Description.
    6. Select Save to save the HQ case details or select Save & Continue to go to the next step.