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
As a nurse educator using ServiceNow Yokohama release, you can efficiently manage and access enrollment-related training tasks through the Workspace home page. This centralized view helps you monitor, track, and navigate training requests for Patient Support Services programs, streamlining your workflow and ensuring timely completion of your responsibilities.
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Note: Beginning with the Yokohama release, Patient Support Services is being prepared for future deprecation and will be hidden on new instances but remains supported on existing ones.
Access and Role Requirements
To use the Workspace for training tasks:
- You must be a member of the Nurse Training Support assignment group or have the snpatientservice.nurseeducator role assigned.
- Access the Workspace via Patient Support Services > Workspace in the ServiceNow navigation.
Key Features
The Workspace home page offers multiple interactive components to help nurse educators:
- View your assigned training tasks with detailed status and scheduling information.
- Drill down from summary indicators to detailed task lists.
- Navigate to individual task records directly from the lists for updates or reviews.
- Default sections visible include:
- My Tasks: Shows your personal training tasks with appointment states and due dates.
- Tasks by State: Bar chart displaying all training requests grouped by their current state.
- My Team's Tasks: Summarizes training tasks assigned to your group.
Task Monitoring and Reporting
My Tasks displays key indicators to help you track personal task deadlines, such as:
- Tasks due today
- Tasks due this week
- Total assigned tasks
Tasks by State provides a visual overview of all training requests by status, helping prioritize workload.
My Team's Tasks shows team-level task metrics, including:
- Unassigned tasks requiring team member allocation
- Tasks due today for your team
- Total tasks assigned to the team
Administrators can customize the Workspace home page to tailor which data components appear, ensuring relevance to your organizational needs.
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.
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. For more information, see Assign roles for Patient Support Services users.
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.