Enter Schedule details in the Care team activities playbook

task australia Updated Sep 10, 2026 1 min read ctwm-cta-schedule.md
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Complete the Schedule playbook stage in the Care team activities playbook.

Before you begin

Role required: sn_cto.loc_support_agent and sn_hco_orc.plan_author

About this task

The Care team activities playbook uses the same PWM Schedule activity as the Operational rounding playbook.

Procedure

  1. In the Care team activities playbook, navigate to the Schedule stage.

  2. Choose the cadence at which you want this plan's cases and tasks created:

    • Immediate - Generates the care team cases and tasks immediately upon publishing this plan.
    • One time - Generates the care team cases and tasks at a future date as specified in Effective start date in Schedule details.
    • Recurring - Generates the care team cases and tasks at the date specified in Effective start date in Schedule details. It then recurs a series of days thereafter as specified in Lead time [in days].
  3. Select Save & continue.

What to do next

Review and publish a Care team activities task plan

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