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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add store case details

Log the store case details to the new HQ communications 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 Store case form, select the appropriate priority from the Priority drop-down list.

  2. Enter the short description in the Short Description.

  3. Enter the description in the Description.

  4. Select Save to save the details.

  5. Select Save & Continue.

    A new form appears where you must add a task for the store.

Parent Topic:Manage store plans to generate cases and tasks