Brazil Patch 1, Brazil, Australia Patch 7, Australia Patch 6, Australia Patch 4, Australia, Zurich Patch 11, Zurich
Standalone Application
The Retail Playbook for Store Plan enables headquarters (HQ) and regional managers to create structured operational plans with tasks and cases, linked to store locations and schedules.
- Retail Store Plan provides a centralized way to plan, schedule, manage and track operational work across multiple stores. It gives headquarters and regional teams full visibility into planned activities while simplifying execution for store teams.
- The HQ Communications playbook enables business users define plan details, including HQ and store cases, tasks, and questionnaires. They can select target stores and a schedule then let the system generate the corresponding records automatically.
New
- New cases and HQ task created from the Store Plan will populate Template item and Template execution columns.
- Changes done for populating the Schedule_Occurrence column on Cases
- Retail organization pickers in the store plan playbook are now filtered by the user's hierarchy and organization subtype, so users only see stores within their own branch.
- Activity definitions within the app now support HTML-type fields.
- Activity definitions within the app now support form section labels.
Changed
- New cases created from the Store Plan will no longer populate the Origin field.
Fixed
- Store Plan Playbook now correctly creates the Work Plan record on the PWM Activity Definition when "Save and Continue" is selected.
Not applicable for this application version.
The following plugins are installed with the Retail Playbook for Store Plan application:
- Playbooks for Customer Service Management (com.sn_csm_playbook)
- Task Plan Template Playbook Activities (com.sn_tsk_plan_pb_act)
- PWM Playbook Activities (com.sn_pwm_pb_act)
- Retail Core (com.sn_retail_core)
- Retail HQ Operations (com.sn_rtl_hq_ops)
Role required to install the application: Administrator (admin)