Manage Store Audit

concept brazil Updated Jul 8, 2026 1 min read rahi-store-audit-manage.md
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Manage store audit operations by audit assignments, creating and publishing audit plans, and completing store audits.

For more information on managing store audits, see

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  • Audit assignment from workspace
    As a Store Audit Manager, manually assign a Store Audit Case or Audit Task to a specific Auditor, or change the assignment group set by the automated assignment rules.
  • Create and publish an audit plan
    Use the Store audit playbook in CSM/FSM Workspace to author and publish an audit plan. Publishing automatically creates the Store Audit Cases and Audit Tasks for all selected store locations.
  • Complete a store audit
    As an Auditor, open your assigned Store Audit Case in CSM/FSM Workspace, record observations, complete each Audit Task, then close the Store Audit Case.
  • Complete a store audit from Retail Mobile
    As a Location Auditor, take your assigned Store Audit Case and Audit Tasks in Retail Mobile, complete the questionnaire, and close the case.
  • Complete an Audit Task from Retail Mobile
    As a Location Auditor, open an Audit Task in Retail Mobile, complete its questionnaire, and close the task.
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