Track a store case from an HQ case

task australia Updated Oct 5, 2026 1 min read track-store-case-hq-case.md
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Track a store case from an HQ case to view the status.

Before you begin

Role required: HQ communications: sn_rtl_hq_ops.agent_manager or sn_rtl_hq_ops.location_manager. Store audit plans: sn_rtl_store_audit.plan_author with sn_rtl_store_audit.audit_manager or sn_rtl_store_audit.location_audit_manager.

Procedure

  1. Navigate to Store Plan > All.

  2. Select a store plan, and then select the Track Plan tab.

  3. In the navigation tree, select the node for the records that you want to review.

    Node Description
    HQ case Lists the HQ case generated for the selected occurrence.
    HQ tasks Each HQ task template item is displayed as a separate node, showing the HQ tasks created from that template item.
    Store cases Lists the store cases generated under the plan for the selected occurrence.
    Store task Lists the store tasks for the selected occurrence. Each store task template item is displayed as a separate node, showing the store tasks created from that template item.
  4. Open a store case from the list to view its details.

    For the states behind the All, Open, Closed, and Overdue tabs, and the filters available on store cases and store tasks, see Hierarchical list view.

Parent Topic:Track and monitor store plans

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