Create questionnaire for a store plan

task brazil Updated Jun 5, 2026 1 min read rahi-retail-create-questionnaire.md

Raw file servicenow.com

Create questionnaire for a store plan on CSM/FSM Worskpace.

Before you begin

Role required: sn_rtl_instore_ops.manager

Procedure

Navigate to Store plan > All.
Select New > HQ communication > Create plan.
Add HQ details, HQ task details, store case details, and store task details.
On the Store task page, select a questionnaire template in the Questionnaire template or select Create new questionnaire.
Enter the name of the template in Template name.
Enter the description in the Description.
Select Create.
Enter the assessment template details in General > Details.
Enter preferred type of questions in Questions > Add question.

Add assessment reference

Add instructions


Add assessment reference
Add instructions

Enter preferred type of section details in Questions > Add section.


Question
Required toggle option
Type > Create choices to select from	Drop-down, radio button, checkbox
Type > Allow a freeform answer	Text, number,code
Other	Reference, attachment

Set preferred settings in Settings.

Duration of the assessment Number of days

Assessment reader role Assessment reader role is mandatory
Select Continue to create the store task.

Store task page displays the store task name, questionnaire template name, and priority of the task.


Duration of the assessment	Number of days
Assessment reader role	Assessment reader role is mandatory

Parent Topic:Retail questionnaire

70 lines · 2.1 KB Wrap lines

---
title: Create questionnaire for a store plan
description: Create questionnaire for a store plan on CSM/FSM Worskpace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/retail-industry/rahi-retail-create-questionnaire.html
release: brazil
topic_type: task
last_updated: "2026-06-05"
reading_time_minutes: 1
breadcrumb: [Retail questionnaire, Retail store plans, Explore, Retail]
---

# Create questionnaire for a store plan

Create questionnaire for a store plan on CSM/FSM Worskpace.

## Before you begin

Role required: sn\_rtl\_instore\_ops.manager

## Procedure

1.  Navigate to **Store plan** &gt; **All**.

2.  Select **New** &gt; **HQ communication** &gt; **Create plan**.

3.  Add HQ details, HQ task details, store case details, and store task details.

4.  On the Store task page, select a questionnaire template in the **Questionnaire template** or select **Create new questionnaire**.

5.  Enter the name of the template in **Template name**.

6.  Enter the description in the **Description**.

7.  Select **Create**.

8.  Enter the assessment template details in **General** &gt; **Details**.

9.  Enter preferred type of questions in **Questions** &gt; **Add question**.

    | | |
    |---|---|
    |**Add assessment reference**| |
    |**Add instructions**| |

10. Enter preferred type of section details in **Questions** &gt; **Add section**.

    | | |
    |---|---|
    |**Question**| |
    |**Required toggle option**| |
    |**Type &gt; Create choices to select from**|Drop-down, radio button, checkbox|
    |**Type &gt; Allow a freeform answer**|Text, number,code|
    |**Other**|Reference, attachment|

11. Set preferred settings in **Settings**.

    | | |
    |---|---|
    |**Duration of the assessment**|Number of days|
    |**Assessment reader role**|Assessment reader role is mandatory|

12. Select **Continue** to create the store task.

    Store task page displays the store task name, questionnaire template name, and priority of the task.


**Parent Topic:**[Retail questionnaire](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/retail-industry/rahi-retail-create-a-questionnaire-template.md)