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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Input plan details into the Operational Rounding playbook

Complete the Plan details playbook stage in the Operational rounding playbook.

Before you begin

Role required: sn_hco_orc.loc_support_agent or sn_hco_orc.plan author

Procedure

  1. In the Operational rounding playbook, navigate to the Plan details stage.

  2. Provide a Plan name.

  3. Enter a Plan description.

  4. Select Save.

What to do next

Input Orchestration case details into the Operational Rounding playbook