Retail store plans tracking

concept australia Updated Oct 5, 2026 1 min read rahi-retail-explore-store-plans-tracking.md

Store plan Tracking gives headquarters and regional operations managers real-time visibility into published store plan progress, from overall completion summaries down to individual store tasks, so teams can identify and address delays before they become failures.

Once a plan is published and cases are generated, the Track Plan tab gives plan authors a structured view of how each store is progressing for a selected schedule occurrence.

Plan-level rollup - A consolidated view of execution progress across all stores assigned to a published plan, reported for one schedule occurrence at a time.
Drill-down navigation - A structured path from a published plan through to parent HQ cases, store cases, and individual store tasks to enable managers to investigate specific delays without losing context.
Consistent case access - Parent and child cases are accessible from the plan record, plan type list, and retail case views to eliminate the navigation friction that forces teams into ad-hoc case searches today.

Store Plan Authoring handles the design and scheduling of plans to define tasks, link store locations, and trigger case generation on a schedule. Execution Tracking picks up from the point of publication and provides the operational oversight layer that Authoring does not cover.

Stages of store plan tracking and monitoring
A store plan moves through distinct phases, each supported by specific screens and interactions. Tracking activates from the point of publication onward.
Scenarios for tracking store plans
Tracking can support several operational goals.
Implementation details
The following table captures each screen in the tracking flow and the interaction pattern it uses.

Parent Topic:Retail store plans

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---
title: Retail store plans tracking
description: Store plan Tracking gives headquarters and regional operations managers real-time visibility into published store plan progress, from overall completion summaries down to individual store tasks, so teams can identify and address delays before they become failures.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/retail-industry/rahi-retail-explore-store-plans-tracking.html
release: australia
topic_type: concept
last_updated: "2026-10-05"
reading_time_minutes: 1
breadcrumb: [Retail store plans, Explore, Retail]
---

# Retail store plans tracking

Store plan Tracking gives headquarters and regional operations managers real-time visibility into published store plan progress, from overall completion summaries down to individual store tasks, so teams can identify and address delays before they become failures.

Once a plan is published and cases are generated, the **Track Plan** tab gives plan authors a structured view of how each store is progressing for a selected schedule occurrence.

-   **Plan-level rollup** - A consolidated view of execution progress across all stores assigned to a published plan, reported for one schedule occurrence at a time.
-   **Drill-down navigation** - A structured path from a published plan through to parent HQ cases, store cases, and individual store tasks to enable managers to investigate specific delays without losing context.
-   **Consistent case access** - Parent and child cases are accessible from the plan record, plan type list, and retail case views to eliminate the navigation friction that forces teams into ad-hoc case searches today.

Store Plan Authoring handles the design and scheduling of plans to define tasks, link store locations, and trigger case generation on a schedule. Execution Tracking picks up from the point of publication and provides the operational oversight layer that Authoring does not cover.

-   **[Stages of store plan tracking and monitoring](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/retail-industry/rahi-retail-stages-tracking-monitoring.md)**  
A store plan moves through distinct phases, each supported by specific screens and interactions. Tracking activates from the point of publication onward.
-   **[Scenarios for tracking store plans](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/retail-industry/rahi-retail-scenarios-tracking-store-plans.md)**  
Tracking can support several operational goals.
-   **[Implementation details](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/retail-industry/rahi-retail-implementation-details.md)**  
The following table captures each screen in the tracking flow and the interaction pattern it uses.

**Parent Topic:**[Retail store plans](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/retail-industry/rahi-retail-retail-multistore-operational-planning.md)