Schedule the store plan

task australia Updated Sep 10, 2026 1 min read rahi-retail_schedule-the-cases-or-tasks.md

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.

Before you begin

Role required: sn_rtl_hq_ops.agent, sn_rtl_hq_ops.agent_manager, sn_rtl_hq_ops.location_manager, and sn_fsm_planned_wm.planned_work_admin

Note: Use sn_fsm_planned_wm.planned_work_admin role to avail the one-time and recurring schedule options.

Procedure

On the Schedule form, select Immediate to generate a case immediately.
1. Select the date by selecting the calendar and enter the time in the Due date and time.
Select One time to generate a case in future at the scheduled time.
1. Select the date by selecting the calendar and enter the time in the Schedule details > Effective Start.
2. Enter the number of days for the case to be due from the effective start date in the Schedule details > Lead time.
Select Recurring to generate recurring cases in future.
1. Select the starting date by selecting the calendar and enter the time in the Schedule details > Effective Start.
2. Select the ending date by selecting the calendar and enter the time in the Schedule details > Effective End.
3. Select the trigger type from the Recurrence details > Trigger Type drop-down list.
4. Enter the number of days, hours, minutes, and seconds in the Recurrence details > Repeat section.
5. Enter the number of days for the case to be due from the effective start date in the Recurrence details > Lead time.
Select Save to stay on the window and select Save & continue to go to the next step.

Result

The summary gets generated based on the store plan schedule.

Parent Topic:Manage store plans to generate cases and tasks

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---
title: Schedule the store plan
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/retail-industry/rahi-retail\_schedule-the-cases-or-tasks.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage store plans to generate cases and tasks, Manage store plans, Retail]
---

# 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.

## Before you begin

Role required: sn\_rtl\_hq\_ops.agent, sn\_rtl\_hq\_ops.agent\_manager, sn\_rtl\_hq\_ops.location\_manager, and sn\_fsm\_planned\_wm.planned\_work\_admin

**Note:** Use sn\_fsm\_planned\_wm.planned\_work\_admin role to avail the one-time and recurring schedule options.

## Procedure

1. On the Schedule form, select **Immediate** to generate a case immediately.

1. Select the date by selecting the calendar and enter the time in the **Due date and time**.

2. Select **One time** to generate a case in future at the scheduled time.

1. Select the date by selecting the calendar and enter the time in the **Schedule details** &gt; **Effective Start**.

2. Enter the number of days for the case to be due from the effective start date in the **Schedule details** &gt; **Lead time**.

3. Select **Recurring** to generate recurring cases in future.

1. Select the starting date by selecting the calendar and enter the time in the **Schedule details** &gt; **Effective Start**.

2. Select the ending date by selecting the calendar and enter the time in the **Schedule details** &gt; **Effective End**.

3. Select the trigger type from the **Recurrence details** &gt; **Trigger Type** drop-down list.

4. Enter the number of days, hours, minutes, and seconds in the **Recurrence details** &gt; **Repeat** section.

5. Enter the number of days for the case to be due from the effective start date in the **Recurrence details** &gt; **Lead time**.

4. Select **Save** to stay on the window and select **Save &amp; continue** to go to the next step.

## Result

The summary gets generated based on the store plan schedule.

**Parent Topic:**[Manage store plans to generate cases and tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/retail-industry/rahi-retail-manage-store-plan-authoring.md)