Viewing the home page for enrollment-related training tasks in Workspace
Summarize
Summary of Viewing the home page for enrollment-related training tasks in Workspace
ServiceNow nurse educators can use the Workspace home page to efficiently view and manage enrollment-related training tasks within Patient Support Services programs. This interface provides a consolidated overview of tasks assigned to the user and their teams, enabling quick access and detailed drill-downs to individual records for streamlined task management.
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Important: Starting with the Yokohama release, Patient Support Services is being prepared for deprecation. It will no longer be activated on new instances but will remain supported in existing ones.
Access and Role Requirements
To use the Workspace for enrollment training tasks, nurse educators must either belong to the Nurse Training Support assignment group or hold the snpatientservice.nurseeducator role. Access the Workspace via Patient Support Services > Workspace in the ServiceNow navigation.
Key Features
- My Tasks: Displays task indicators for training assignments with appointment booking states, helping nurses monitor tasks due immediately or within the current week.
- Tasks by State: Shows a bar chart of all training requests grouped by their current state within the ServiceNow instance, providing a visual status overview.
- My Team's Tasks: Highlights training tasks assigned to the nurse educator’s group, including unassigned tasks and those due today, facilitating team workload management.
The home page components allow users to drill into summarized scores to view detailed task lists and navigate directly to individual task records.
Administrators can customize the Workspace home page to modify which data components appear, tailoring the interface to specific organizational needs.
Practical Benefits for ServiceNow Customers
- Enables nurse educators to quickly identify and prioritize training tasks requiring immediate attention.
- Improves visibility into team workloads and task statuses to support efficient resource allocation.
- Supports smooth navigation from high-level summaries to detailed task information, enhancing task management efficiency.
- Helps ensure enrollment-related training programs are tracked and completed on time, improving overall patient support service delivery.
As a nurse educator, you can use the home page of the Workspace to quickly scan and access training requests for an enrollment program.
Starting with the Yokohama release, Patient Support Services is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported.
For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.
The home page of the Workspace provides an overview of the training tasks assigned to you and your groups.
Role required
A nurse educator must be a member of the Nurse Training Support assignment group or must be assigned the sn_patientservice.nurse_educator role to use the Workspace for viewing training tasks for Patient Support Services programs.
Accessing training tasks from home page
To access the Workspace, navigate to .
The Workspace home page includes components that display training task information.
As a nurse educator, you can perform the following tasks from the home page of the Enrollment request workspace:
- View your task information presented in each component.
- Drill into each component to see the task list behind the single score.
- Navigate to individual records from the task lists.
Viewing data
- My Tasks
- The My Tasks section shows indicators for training tasks with appointment book state and
assigned to you. Monitor this section to ensure that your immediate tasks are completed.
Table 1. Reports on your tasks Indicator
Description
Due today
Number of tasks assigned to you with the status appointment booked and appointment time due on the current date.
Due this week
Number of tasks assigned to you with the status appointment booked and appointment time due the current week.
All
Number of all training tasks assigned to you.
- Tasks by State
- The Tasks by State section shows a bar chart displaying all the training requests in your ServiceNow instance grouped by state.
- My Team's tasks
- The My Teams' Cases section shows indicators for training tasks that are assigned to your
group.
Table 2. Reports on your team's cases Indicator
Description
Unassigned
Number of training tasks that still need to be assigned to a team member.
Due today
Number of training tasks for your team that are due on the current date.
All
Number of all training tasks for your team.