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sourceDocument: Australia Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/governance-risk-compliance

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    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

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workflow :

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---

# Data setup for business services

# Data setup for business services {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 8 minutes to read

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This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Data setup for business services

This guide explains how ServiceNow customers can set up and manage data for business services within the Operational Resilience Workspace, focusing on monitoring resilience metrics and configuring service relationships.
It distinguishes between existing customers using theService (CMDB) Main node configurationand new customers who should use theOpRes with CSDM header Main node configuration.
Business services represent key business functions like email or telephone banking, and their data setup is essential for operational resilience management.
Show full answer Show less  
Administrators have control over displaying the Services or Business Services overview tabs based on organizational needs, enhancing the workspace customization.

## Key Features

* **Vertical layout for service records:** Introduced in Release 21.0.x, this layout improves navigation by eliminating horizontal tabs and organizing related information---such as offerings, business processes, and dependencies---in a streamlined vertical menu for each business service.
* **Role assignments:** Operational Resilience administrators or managers must be assigned the `itil` role along with either `snoperres.manager` or `snoperres.admin` roles to add or remove services and processes within the workspace and CMDB.
* **Adding services to Operational Resilience reporting:** Services can be added via the "Add to OpRes reporting" UI action; however, entity filters are recommended for selective setup. Once added, users can configure relationships between services and their entities directly from the Service form.
* **Service form tabs:**
  * **Overview tab:** Displays resilience metrics, including red flags and impacted assets.
  * **Details tab:** Shows key service attributes.
  * **Related lists:** Allow managing child services, business processes, dependencies, issues, risks, failed controls, change requests, tasks, incidents, outages, business continuity plans, vulnerabilities, importance and impact assessments, scenario analyses, and operational vulnerabilities.
* **Dependency and 360-degree views:** The Open dependency view visualizes service relationships including parent and child services and processes. The 360-degree view enables Operational Resilience managers to monitor service performance and related entities across multiple organizational pillars such as Process, Technology, People, Supplier, and Facility.
* **Service entity types and pillars:** Services added to Operational Resilience reporting are represented as entities of the Services (OR) type and belong to the Services pillar. Services can also belong to multiple pillars simultaneously.

## Key Outcomes

* Operational Resilience managers can effectively monitor and manage business services and their resilience metrics through a streamlined workspace interface.
* Improved data organization and navigation with the vertical layout enhances user experience and efficiency when managing service dependencies and related information.
* Role-based access control ensures that only authorized users can modify services and processes, maintaining data integrity within the CMDB and Operational Resilience Workspace.
* Comprehensive visibility into service relationships and resilience factors such as risks, issues, and dependencies supports proactive risk management and operational continuity planning.  
Operational Resilience managers typically verify that data is set up for services or business services and monitor their resilience metrics on the dashboard. The Service (CMDB) Main node configuration fetches
service-related data, while the Opres with CSDM header Main node configuration sets up the business services-related data.

## Business services overview on the dashboard {#setting-up-services-in-ws__section_g1k_tqg_25b}

A service performs a business-level function, such as email, IT services, e-commerce, or telephone banking. Existing customers use the Service (CMDB) Main node configuration, while new customers use the OpRes with CSDM header Main node configuration. The Service form or the business services form list risks, issues, control failures, and other areas that require attention.  
Note:  
Administrators can show or hide the Services overview or Business services overview tabs based on their organizational needs. For more information, see [Show Business services overview tab in Workspace view](https://servicenow-prod.fluidtopics.net/C~wHzoToYdxDGaDFe8WxCQ "Starting with Release 20.1.x, the Services overview and Business services overview tabs are displayed on the landing page of the Operational Resilience Workspace. Administrators or UI Builder administrators can show or hide one of these tabs from the Workspace view based on organizational needs.").

## Setup of entity types and pillars {#setting-up-services-in-ws__section_my3_vgk_1gc}

Before proceeding, ensure that entity types and pillars are properly configured; refer to the [Setting up pillars, entity types, and entities](https://servicenow-prod.fluidtopics.net/cadwvK_cmJ5XCJDgWpUxYQ "This section helps you configure the Operational Resilience application to organize and track your organization's operational data through a structured hierarchy of pillars, entity types, and entities.") for setup instructions.

## Vertical layout for Service records {#setting-up-services-in-ws__section_p2y_2b4_zfc}

Beginning with Operational Resilience, Release 21.0.x, records in the Services, Business services, Offerings, Business processes, and Application services modules feature a vertical layout.

The vertical layout within
the Operational Resilience Workspace eliminates the need for horizontal tabs. Instead, it maps the business services, offerings, business processes, and application services to organize related information in a more streamlined
manner.

When viewing a specific business service, such as "Cards and Payments," all dependent lists are accessible through this vertical menu. This includes service offerings, business processes, application services,
dependencies, incidents, and relevant metrics. The new layout allows users to directly access related information, streamlining navigation and improving the overall user experience.

This layout displays detailed
information, including service dependencies, events, red flags data, and related issues, making it easier to read and understand.

## Assigning the itil user role to the Operational Resilience administrators or managers {#setting-up-services-in-ws__section_cvj_rhc_yvb}

To configure child services or processes for a service, assign the itil user role to Operational Resilience administrators or managers in the following steps.Figure 1. Assign the itil user role Figure 2. Assign the itil user role-step-2  
Note:  
To add or remove services and processes in the Operational Resilience Workspace, you must have the sn_oper_res.manager and itil role or the sn_oper_res.admin and itil roles. In the CMDB, granting the itil role allows users to add or remove services and processes from the backend. However, the Operational Resilience Workspace application prevents users with the sn_oper_res.user role from making these changes in the Operational Resilience Workspace.

## Adding a service to reporting {#setting-up-services-in-ws__section_x2d_dmt_yvb}

You can add a service to Operational Resilience reporting by selecting the Add to OpRes reporting UI action as shown in the following example.  
Note:  
Instead of adding services directly to Operational Resilience reporting, set up the entity filters for the desired services. For instructions on setting up the entity filters, see [Setting up pillars, entity types, and entities](https://servicenow-prod.fluidtopics.net/cadwvK_cmJ5XCJDgWpUxYQ "This section helps you configure the Operational Resilience application to organize and track your organization's operational data through a structured hierarchy of pillars, entity types, and entities.").  
Figure 3. Add a service to OpRes reporting  
Note:  
After adding a service to Operational Resilience reporting in the Operational Resilience Workspace, the Add to OpRes reporting option is no longer displayed in the UI for that service. After adding a service to Operational Resilience reporting, you can view the Add or New options in the Service form. Use these options to configure the relationship between the service and its entities. To remove an associated service or process, select the service or process and then choose Remove.

## Overview and Details tabs in the Service form {#setting-up-services-in-ws__section_kwx_v11_pvb}

On the Overview tab in the Service form, you can view the resilience metrics for a service as shown in the following example.  
Figure 4. Resilience metrics on the Overview tab

The Red flags section displays the total number of red flags, red flags by type, and details of the assets that are impacted by the red flags.  
On the Details tab in the Service form, you can view the key attributes of a service as shown in the following example:Figure 5. Details tab

## Child services, processes, and dependencies of a service {#setting-up-services-in-ws__section_z4c_zyg_25b}

When you add a service to Operational Resilience reporting, you can view and configure its child services, processes, and dependencies, as shown in the following examples.Figure 6. Service form

## Reporting data for an object without a business service as the parent entity {#setting-up-services-in-ws__section_okj_5tv_bfc}

When you have a business service or service as the parent entity, any red flags or dependencies roll up to that business service or service. Objects like a service offering (SO) or business process (BP) can exist without a business service or service as the parent entity. Running the scheduled job still fetches their dependencies and integrates them with the red flags.

## Other related lists in the Service form {#setting-up-services-in-ws__section_znd_xlt_yvb}

Depending on the integrations and installed applications, the following related lists are displayed in the Service form.{#setting-up-services-in-ws__table_fwq_xlt_yvb__entry__5}

| Tab | Description | New action | Add action | Remove action |
|-|-|-|-|-|
| Child services​ | List of the child services for a service​. To associate an existing child service with a service, select Add. To create a child service for the current service, select New. | Form where you can add a child service. On this form, you can create a relationship between the child service and the current service​. | Table view where you can select multiple services that you can add as the child services of the current service​. | Form where you can remove a child service from the service. |
| Business processes​​ | List of business processes that are associated with a service. | ​Not applicable | Table view where you can select multiple processes that you can add as the child services of the current service​. | Form where you can remove a process from the service. |
| Dependencies​​ | List of the dependencies that are associated with a service. | Not applicable | Table view where you can select multiple assets (entities) that you can add as the downstream entities of the current service​. | Form where you can remove an asset from the service. |
| Issues​ | List of the issues that are associated with a service. You can select Add to associate an existing issue with a service as shown in the following example. To create an issue for a service, you can also select New. | Form where you can create an issue for a service.​ | Form where you can add an existing issue to a service.​ | Not applicable |
| High risks​​ | List of the high-risk items or the risk assessments in the monitor state that are associated with the service. Risks are rolled up from dependencies. | ​Not applicable | ​Not applicable | ​Not applicable |
| Failed​​ controls | List of the failed or common controls where the status of the control is non-compliant and the reliant entity is the service. Controls are rolled up from dependencies. | ​Not applicable | ​Not applicable | ​Not applicable |
| Change requests​​ ​ | List of the change requests that are associated with a service. | Change Request form. When you submit the Change Request form, the application creates a record in the Services table.​ | ​Not applicable | ​Not applicable |
| Tasks​​​ | List of the tasks that are associated with a service​. | List of the task tables, from where you can select the type of the task that you want to create. When you submit the form, the application creates a record in the Services with the Tasks table. | ​Not applicable | ​Not applicable |
| Incidents​​​​ | List of the incidents that are associated with all the dependencies and services. | Incident form. When you submit the Incident form, it creates a record in the Services table. | ​Not applicable | ​Not applicable |
| Outages​​ | List of the open outages that are associated with all the dependencies and services. | ​Outage form. When you submit the form, the application creates a record in the Services table. | ​Not applicable | ​Not applicable |
| Business continuity plans | List of the Business continuity plans that are associated with a service. | ​Not applicable | ​Not applicable | ​Not applicable |
| Vulnerabilities | List of vulnerabilities that are associated with a service. | Vulnerabilities for a service. | ​Not applicable | ​Not applicable |
| Importance and impact assessment​ | List of the approved Importance and impact assessment​s​. | ​Not applicable | ​Not applicable | ​Not applicable |
| Scenario analysis​​ | List of the approved Scenario analyses​. | ​Not applicable | ​Not applicable | ​Not applicable |
| Operational vulnerabilities | Operational vulnerabilities associated with a service. | ​Not applicable | ​Not applicable | ​Not applicable |
[Table 1. Other related tabs that are displayed in the Service form]

{#setting-up-services-in-ws__table_fwq_xlt_yvb}

## Service added as an entity of Services (OR) type {#setting-up-services-in-ws__section_px5_bpq_tvb}

When you add a service to the Operational Resilience reporting, the service is added as an entity of the Services (OR) type, as shown in the following example.
Figure 7. Service added as an entity of Services (OR) type  
All services in Operational Resilience belong to the Services pillar. As shown in the example, the Pillar column for the entities displays the Services pillar.  
Note:  
You can only add the entities that are part of the \[cmdb_ci_service\] table to the Services (OR) entity type.  
Similarly, a service (as an entity) can belong to multiple pillars. The following example shows a service that belongs to two pillars, such as the Services and Suppliers pillars.Figure 8. Multiple pillars for one service

## Open dependency view and 360-degree view for a service {#setting-up-services-in-ws__section_s4p_cwf_ytb}

In the Service form, you can select the Open dependency view option to display the infrastructure relationship for a service. The dependency view of a service displays its relationship with the parent services, child services, and processes as shown in the following example.Figure 9. Dependency view of a service

On the 360° view tab, the Operational Resilience managers can monitor the 360-degree view of a service and measure its performance.  
If you have the Operational Resilience manager role, in the 360-degree view for a service, you can visualize the following entities:

* Parent and child services
* Dependencies that are related to a pillar, such as the Process, Technology, People, Supplier, and Facility pillars in your organization
* Operational Resilience metrics
{#setting-up-services-in-ws__ul_al2_12r_1wb}