Playbook overview

As you mark a task complete in a lane, you move to the next task. You can save a task at any time and return to the playbook later. After you complete all the tasks in a lane, you can move to the next lane. As you keep completing tasks and lanes, the status keeps getting reflected in the side panel. An activity log on the playbook shows all the data that you’ve entered for each task. After you complete all the tasks, you’re asked to review the details you entered in all the lanes. You can choose to edit any field or select Finish to complete the process of creating the entitlement.

Using playbook to set up entitlements

You can use the guided walk-through playbook for setting up entitlements. The guided walk-through playbook takes you step by step through each stage of the entitlement creation process, from initiation to completion.

To access the Software Asset Management playbook, you must install it from the ServiceNow Store and then access the playbook from the landing page on the Software Asset Workspace.

Using Guided Setup

Guided Setup provides a sequence of tasks that help you configure the following products or applications on your ServiceNow instance:

1. Navigate to Workspaces > Software Asset Workspace > Success portal.
2. Select the Product Setups tab.
3. Select Set up product.
4. In the Set up product dialog box, select SaaS or On-premise from the Setup type drop-down list.
   • For SaaS, select the SaaS application that you want to set up in the Integration profile field.
   • For On-premise, select the Publisher and Product.
5. Select Next.