Enable plan creators to track published plan execution end-to-end, overall completion status, parent (HQ) cases, HQ tasks, store cases, and store tasks.
Before you begin
Role required: sn_rtl_hq_ops.agent_manager or sn_rtl_hq_ops.location_manager
About this task
Provide the ability to view, filter, and close cases , and access cases consistently from multiple entry points, so operations teams can drive on-time completion across all stores.
Procedure
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Navigate to Store Plans and open the required Store Plan record.
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Select the Track Plan related list to view the HQ Cases associated with the Store Plan.
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Open an HQ Case record to view the details for the selected case.
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Review the HQ Tasks related list.
The related list displays the HQ Tasks associated with the HQ Case.
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Open an HQ Task record from the HQ Tasks related list to view task details.
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Return to the HQ Case record and review the Store Cases related list.
The related list displays the Store Cases associated with the HQ Case.
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Open a Store Case record to view the details for the selected case.
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Review the Store Tasks related list.
The related list displays the Store Tasks associated with the Store Case.
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Open a Store Task record from the Store Tasks related list to view task details.