Create a claim from Microsoft Word

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • You can create a claim directly from Microsoft Word for use in future disclosures or reports.

    Vorbereitungen

    Role required: Any user of the Microsoft Word document and sn_grc_claims.manager

    Prozedur

    1. Navigate to the Microsoft Word document.
    2. On the ribbon, select Create claim under ServiceNow Reporting.
      On the right side pane, the ServiceNow log in screen appears.
    3. To log in to your ServiceNow instance, select Log in.
      1. A message is displayed that states that ServiceNow Reporting displays in a new window, select Allow.
      2. On the ServiceNow login screen, provide your credentials.
      3. Select Allow.
    4. On the Claims for reporting form, fill in the fields.
      For more information regarding the field descriptions, see Claims for reporting fields.
    5. Select Save.