Manage store plans to generate cases and tasks

Manage store plans to plan and schedule generation of cases and tasks to simplify manual efforts.

• Create a store plan from the workspace
  The HQ manager creates a new plan for case and task generation.
• Add HQ case details to the HQ communication plan
  Log the HQ case details to the new HQ communications store plan.
• Add HQ task details
  Log the HQ task details to the new HQ communications store plan.
• Add store case details
  Log the store case details to the new HQ communications plan.
• Add store task details
  Log the store task details to the new HQ communications plan.
• Add affected Retail stores
  Determine the affected Retail stores from the list of retail stores.
• Schedule the store plan
  Schedule the store plan based on the requirement- immediate, one time, or recurring. Once the store plan gets scheduled, it automates the case and task generation which reduces manual work.
• Review store plan details
  Review the details logged for the store plan and make any updates in any of the sections, if required.

Parent Topic:Manage store plans