Conversations overview

Washington DC Employee Service Management

Release
washingtondc
ft:locale
en-US
ft:publication_title
Washington DC Employee Service Management
ft:clusterId
emplsm
bundleId
emplsm
workflow
Employee
  • Employee Service Management
  • HR Service Delivery
  • HR Service Delivery overview
  • Case and Knowledge Management
  • Activate Case and Knowledge Management
  • Components installed with Case and Knowledge Management
  • HR Administration
  • HR properties
  • HR services
  • HR Centers of Excellence data model
  • HR service categorization
  • HR service configuration
  • Configure an HR service
  • Configure a service activity for an HR service
  • Configure the HR ticket page header for an HR service
  • Configure the HR case creation form for an HR service
  • Configure the HR case form for an HR service
  • Add a custom column (field) to an HR table
  • Configure an HR case template
  • Configure a record producer for an HR service
  • HR service catalog management
  • HR service catalog categorization
  • HR catalog item configuration
  • Create an HR catalog item
  • Edit the record producer for an HR catalog item
  • Edit the HR case template for an HR catalog item
  • Link knowledge articles or managed documents
  • HR fulfillment instructions
  • Configure HR fulfillment instructions
  • HR templates
  • Configure an HR task template
  • HR flows and triggers
  • Activate an HR flow
  • Configure how HR cases are created
  • Configure an HR badge
  • Application view of HR catalog
  • HR criteria
  • HR surveys
  • Add or modify an HR survey
  • Add or modify HR survey categories and questions
  • Publish a new HR survey
  • Add a trigger condition for an HR survey
  • Managed lists
  • Add or modify departments
  • Add or modify locations
  • Add or modify employee positions
  • Add or modify employee relationships
  • Add or modify benefit types
  • Add or modify benefit plans
  • Add or modify disciplinary issue types
  • Add or modify disciplinary warning types
  • Add or modify HR systems
  • Add or modify HR report frequencies
  • Add or modify HR report types
  • Add or modify visa categories
  • HR notifications
  • Add or modify email content for notifications
  • Email notification layout for HR Service Delivery notifications
  • Manage HR roles
  • Remove HR Administrator role from IT System Administrator
  • Add Delegated Developer to HR Administrator
  • Manage HR Groups
  • HR skills management
  • Assign an HR skill to a group
  • Add or modify an HR skill
  • Assign an HR skill to a user
  • Add or modify escalation rules
  • Client roles
  • Client role assignment rules
  • HR Service Delivery case assignment
  • Advanced Work Assignment (AWA) for HR Service Delivery
  • Assignment and matching rules in HR
  • Add or modify an HR assignment rule
  • Test an assignment rule
  • Add or modify a matching rule
  • HR synonym dictionary
  • Link generator for HR Service Delivery
  • Add or modify an HR deep link
  • HR security
  • HR chat from lists and forms
  • Manage the HR chat queue
  • Monitor the HR chat queue
  • Create an HR case from a chat
  • Collect employee input
  • Create an employee form
  • Create an HR criteria record for an employee form
  • Capturing multiple job records for a user
  • HR Service Portal
  • HR ticket page
  • Standard Ticket Page view for HR Service Delivery
  • Configure custom HR services
  • Enable the page route map
  • Translations for HR cases and tasks
  • Employee Profile table
  • Activate Employee Profile
  • Components installed with Employee Profile
  • Response templates for HR Service Delivery
  • Explore and use HR Case and Knowledge Management
  • Understanding Case and Knowledge Management
  • HR Service Delivery Process Mining
  • HR Dashboards & Reports
  • View Overview Dashboard
  • View Manager Dashboard
  • View HR Case Dashboard
  • Run Reports
  • Available HR reports
  • Evaluate HR survey responses
  • Satisfaction Survey Scorecard
  • HR Knowledge Management
  • Create an HR knowledge article
  • Attach knowledge articles to an HR case
  • Knowledge blocks for HR knowledge management
  • Employee Relations cases
  • Activate Employee Relations
  • Setting up Employee Relations
  • HR Service Delivery Employee Relations case restrictions
  • Configure an employee relations case restriction
  • Create a COE security policy
  • HR Service Delivery case restrictions for an Employee Relations agent
  • HR Service Delivery employee relations allegation types and subtypes
  • Configure an employee relations allegation type
  • HR Service Delivery Employee Relations assignment rules
  • HR Service Delivery Employee Relations matching rules
  • Interview Management
  • Evidence Management for Employee Relations
  • HR Service Delivery Employee Relations accommodations
  • Create accommodation types
  • Create accommodations
  • Using HR Service Delivery Employee Relations
  • Create an HR Service Delivery Employee Relations case using the legacy UI
  • Create an HR Service Delivery Employee Relations case using Agent Workspace
  • Create an involved parties record
  • Create an allegation record for HR Service Delivery Employee Relations in the legacy UI or Agent Workspace
  • Create a corrective action
  • HR Service Delivery Employee Relations dashboards
  • Employee Relations Performance Analytics Executive Overview
  • Performance Improvement Plan (PIP) service
  • Configure a PIP lifecycle event
  • Initiate a PIP request
  • Acknowledge a PIP request
  • Complete PIP assessment
  • Analytics and Reporting Solutions for Employee Relations
  • Activate the Analytics and Reporting Solution for Employee Relations
  • Configure the Analytics and Reporting Solution for Employee Relations
  • Employee Relations Executive Overview dashboard
  • Labor unions
  • Setting up labor unions
  • Create a labor union
  • Create a local chapter
  • Create union contacts
  • Using Labor Unions
  • Create employee union memberships
  • Employee Relations integration with Universal Request and Legal Investigations
  • HR Case Management
  • Create an HR case
  • Open an HR case to create a Journey Accelerator action plan
  • Request a background check
  • Request an electronic signature through the Docusign service
  • Request an electronic signature through the Adobe Acrobat Sign service
  • Work an HR case
  • View HR case information
  • HR document generation
  • Edit a generated document
  • Secure HR case attachments
  • Sending an email from a case
  • Checklists in HR cases
  • Adding an HR task to an HR case
  • Create Office Space Request Task
  • View HR task information
  • Add adhoc approvers to a case
  • Resubmit an HR case for approval
  • Transfer an HR case
  • Escalate an HR case
  • Suspend and resume an HR case
  • Add special handling notes for an HR Service Delivery case
  • HR cases for VIPs
  • Creating bulk cases
  • Create a bulk case request
  • Create a user segment group
  • Manage a user group segment
  • HR Profile
  • HR profile editable field configuration
  • HR profile and HR case security
  • Customized profile information
  • Add field security in HR
  • HR profile encrypted tax identification fields
  • Add or modify an HR profile
  • Add or modify contacts for HR
  • Who is covered
  • Add or modify a beneficiary
  • Enroll in a health plan
  • Add or modify Life, AD&D insurance benefits
  • Enroll in the company retirement plan
  • Add or modify disability insurance benefits
  • Add or modify employee union membership
  • Generate HR Profiles
  • Setup or update your direct deposit
  • Request tuition reimbursement
  • Add or modify accommodations
  • HR Service Delivery integration with Service Portfolio Management and Digital Portfolio Management
  • Adopt CSDM methodology
  • Roles for CSDM service table configurations and service mappings
  • Create a service table configuration in Service Portfolio Management
  • Configure CSDM service mappings
  • Admin Workspace for Service Providers overview
  • SP Admin Workplace Customizations
  • Use Guided Tours in Admin Workspace for Service Providers
  • Employee Journey Management
  • Journey designer
  • Explore Journey designer features
  • Journey details guided tours
  • Journey overview guided tour
  • Installation and configuration overview
  • Install Journey designer version 3
  • Install Journey designer version 2
  • Install Journey designer version 1
  • Add or repair demo data for applications and plugins
  • Fix Restricted Caller Access (RCA) approval requests
  • Configure Journey designer features
  • Create and configure Journey designer journeys
  • Journey designer Journey Configuration fields reference
  • Manage Journey designer user roles
  • Manage Journey designer bulk updates for tasks
  • Remove a task type from bulk update
  • View Journey designer bulk request task records
  • Creating and managing quick links for journeys
  • Create a quick link as an administrator
  • Delete a quick link created by an administrator
  • Update users' permissions for journeys
  • Journey designer user permissions reference
  • Create and configure Journey designer headers
  • Journey designer header configuration fields reference
  • Create and manage Journey types
  • Create and manage plan types
  • Create and manage plan configurations in Journey designer version 1
  • Setup the Journey designer version 2 plan configuration review and approval process
  • Create Journey designer plan configuration
  • Journey designer version 2 plan configuration fields
  • Assign owners and approvers to a journey configuration
  • Change Journey designer version 2 plan configuration owners or approvers
  • Create and manage stages
  • Add stage configurations
  • Create a satisfaction score action
  • Creating and managing audience-specific templates
  • Create and manage action plan task templates
  • Task template fields
  • Manage to-do templates created by managers in Journey designer
  • Journey designer Model task fields
  • Journey designer dashboards and reports
  • Create and manage Journey designer dashboards
  • Journey overview dashboard
  • Executive journey view dashboard
  • Recommended learning in journey configurations
  • Add or modify recommended learning in the Journey designer app
  • Delete recommended learning in the Journey designer app
  • Configure a solution definition for the journey recommendations
  • Employee Center (EC) homepage journey tabs widget
  • Add Journey designer widget
  • Integrations for Journey designer app
  • Integrating Learning Posts with Journey designer
  • Integrating Listening Posts with Journey designer
  • Integrating Manager Hub with Journey designer
  • Integrating Microsoft Exchange Online spoke with Journey designer
  • Integrating HR Service Delivery Virtual Agent Conversations app with Journey designer
  • Journey designer plan configuration template process, owners, and maintenance
  • Journey designer plan configuration owners
  • Update and publish changes to plan configurations
  • Journey designer journey template reference
  • Create and update task templates for plan configurations
  • Add or update stages in a journey plan configurations
  • Journey designer plan configuration approvers
  • Review and approve plan configuration changes
  • Managers, mentors, and employees work with journeys in the Employee Center
  • Journey view for a manager
  • Create a journey
  • Create a task template
  • Add task template to journey
  • Mentors can modify and manage journeys
  • Add, edit, or delete journey quick links
  • Journey view for an employee
  • Configure task count for your next tasks widget
  • View and update your next tasks
  • Employees view and complete journeys
  • Manage Journey designer task updates in bulk
  • Update similar tasks in bulk
  • Send a personal message to journey users
  • Display learning recommendations to the Manager creating a journey
  • Add recommended learning to a journey
  • Now Assist Virtual Agent topics for Journey designer
  • Reference information for Journey designer
  • Components installed with Journey designer
  • Journey designer related link tabs
  • Journey Accelerator
  • Journey Accelerator versions and release compatibility
  • Install and configure Journey Accelerator
  • Components installed with Journey Accelerator
  • Verify the Journey Accelerator installation
  • Modify a scheduled job for Publish Journey Accelerator plans
  • Configure action plan access in the Employee Center
  • Update the Employee Center theme
  • Add a Journey Accelerator action plan link to the My active items widget
  • Create activity configuration details for the Journey Accelerator action plan items activity
  • Add a Journey Accelerator action plan menu to the Employee Center
  • Creating and managing audience-specific Journey Accelerator templates
  • Create and manage Journey Accelerator plan types
  • Enable automatic action plan creation
  • Activate the Create a new action plan for your employee activity
  • Customize and manage Journey Accelerator plan headers
  • Customize field labels in a Journey Accelerator plan header
  • Create and manage Journey Accelerator stages
  • Create and manage action plan task templates
  • Journey Accelerator task template fields
  • Manage to-do templates created by managers
  • Journey Accelerator Model Task fields
  • Create and manage Journey Accelerator plan configurations
  • Managing existing Journey Accelerator plans created by managers
  • Configure and manage the Action Plan Guided Tour for Journey Accelerator
  • Explore Journey Accelerator features and roles
  • Journey Accelerator integrations
  • Microsoft Exchange Online setup for Journey Accelerator
  • Update system properties for Microsoft Exchange Online in the Journey Accelerator app
  • Listening Posts with Journey Accelerator
  • Learning Posts with Journey Accelerator
  • Working with Journey Accelerator plans
  • Create and track plans for your employees
  • Edit existing Journey Accelerator plans
  • Manage action plan to-do tasks and create templates
  • Add or modify an action plan to-do
  • Action plan to-do task fields
  • Employees view and complete action plans
  • Mentor employees by using a Journey Accelerator plan
  • Monitor Journey Accelerator plans
  • Lifecycle Events
  • Activate Lifecycle Events
  • Components installed with Lifecycle Events
  • Lifecycle event script includes and APIs
  • Lifecycle Events workflows
  • Activate Lifecycle Events for Enterprise
  • Components installed with Lifecycle Events for Enterprise
  • Building a lifecycle event
  • Document the lifecycle event process
  • Configure the supporting components for a lifecycle event
  • Configure an owning group for a lifecycle event
  • Configure an activity configuration for a lifecycle event
  • Configure a schedule content template for a lifecycle event activity
  • Configure a lifecycle event
  • Configure a lifecycle event activity set
  • Lifecycle Events evaluation interval
  • View and use the Condition with Event BR (Demo) business rule
  • View and use the Condition with Event BR (Demo) activity set
  • Change the evaluation interval default wait time
  • Configure a Lifecycle Events trigger for activity sets
  • Lifecycle Events activity set trigger types
  • Lifecycle Events triggers and workflow reference
  • Configure a lifecycle event activity
  • Configure the rescind process for a Lifecycle Events activity
  • Configure an HR service for a lifecycle event
  • Configure an HR service for a journey
  • Using the Test Activity Sets tool for a lifecycle event activity set
  • Preview and test a Lifecycle Events case
  • Lifecycle Events employee requests
  • Configure Lifecycle Events employee requests
  • Verify Lifecycle Events Employee requests configuration
  • Create a Lifecycle Events Employee Request from the Employee Center
  • Clone a lifecycle event
  • Filter lifecycle event activities
  • Lifecycle event properties
  • Support multiple jobs in a lifecycle event
  • Configure the UI of the lifecycle event builder
  • Create an HR case for a lifecycle event
  • Ad hoc cases and tasks for lifecycle event cases
  • Monitor the status of a lifecycle event case
  • Resume a lifecycle event case
  • Lifecycle event dashboards
  • Lifecyle events for enterprise
  • Understanding Lifecyle events for enterprise
  • Install Lifecyle events for enterprise
  • Business roles
  • Configure a business role
  • Update the assign_business_roles_catalog system property
  • Lifecyle events for enterprise integrations
  • Okta integration for new hire onboarding
  • Set up the Okta integration for new hire onboarding
  • Microsoft Azure AD integration for new hire onboarding
  • Set up the Microsoft Azure AD integration for new hire onboarding
  • Sailpoint integration for new hire onboarding
  • E-signature applications of HR Service Delivery
  • HR e-signature
  • Select an HR document template for an e-signature task
  • Migrate HR templates and open tasks
  • HR document templates
  • Configure an HR document template (HTML)
  • Configure an HR PDF document template
  • Add or modify a PDF template mapping
  • Using document types with HR document templates
  • Adding a signature acknowledgment for HR documents
  • Signature pad for HR
  • Activate the Signature Pad plugin
  • Document Templates
  • Exploring Document Templates
  • Setting up Document Templates
  • Using Document Templates: HR Service Delivery use case
  • Document template categories
  • Document Templates of type HTML
  • Configure an HTML document template
  • Create participants for an HTML document template
  • Insert signatures
  • Variables supported in HTML document templates
  • Add customized variables in a document template
  • Document template scripts
  • Document blocks in Document Templates
  • Create document blocks in Document Templates
  • Create block content in Document Templates
  • Use Localization Framework for Document Templates
  • Document Templates of type PDF (Advanced forms)
  • Configure a PDF document template
  • Define a PDF field mapping
  • Create participants for a PDF document template
  • Mark a signature block
  • Document Templates configurations
  • Work on a document task
  • Fill and sign a PDF document
  • Sign an HTML document
  • Review a PDF document
  • Resubmit a PDF document
  • Document generation methods
  • Document tasks generation
  • Using Document Templates: Generic use case
  • Reference for Document Templates
  • Federal plugin
  • Set up Federal plugin
  • Using Federal plugin
  • Federal plugin reference
  • Learning Core
  • Exploring Learning Core
  • Learning Core Home page
  • Configuring Learning Core
  • Administration tasks in Learning Core
  • Create a source for a learning system
  • Configure properties for Learning Core
  • Configure a learning system
  • Integrating Learning Core with third-party learning management systems
  • Sources for Learning Core
  • Activate Learning Core flows
  • Managing course and catalog content
  • Create a course catalog
  • Create courses to add to a course catalog
  • Define user access to course catalog
  • Create a content collection
  • Add course items to collection
  • Define user access to course within a collection
  • Add learning course sections
  • Create internal learning content
  • View external learning content
  • Create a learning library
  • Add course items to learning library
  • Add users to learning library
  • Create a learning task
  • Reporting Solutions for Learning Core
  • Learning Core Reference
  • Components installed with Learning Core
  • Course catalog form
  • Learning library form
  • Learning task form
  • Life-cycle stages of a content collection in Learning Core
  • Learning internal content form
  • Learning External Contents form
  • Collection form
  • Learning Posts
  • Initiate a learning task from a lifecycle event
  • Create a learning template
  • Learning tasks widgets
  • Listening Posts
  • Exploring Listening Posts
  • Configuring Listening Posts
  • Widgets for Listening Posts
  • Enable a Listening Posts voluntary survey
  • Creating and delivering pulse surveys
  • Create a pulse question in Listening Posts
  • Create a question bank in Listening Posts
  • Create a pulse theme in Listening Posts
  • Add a pulse report in Listening Posts
  • Create a response sharing rule in Listening Posts
  • Create a pulse survey in Listening Posts
  • Automatically initiate a pulse survey from Listening Posts
  • Create a pulse survey as content in Listening Posts
  • Delivering pulse surveys in Listening Posts
  • Complete a Listening Posts pulse survey
  • Take a Listening Posts voluntary survey
  • Listening Posts integrations
  • Integrating Listening Posts integration with Virtual Agent
  • Integrating Listening Posts with Usage Insights
  • Integrating Listening Posts with Journey designer
  • Reporting capabilities for Listening Posts
  • Reference for Listening Posts
  • Alumni Service Center
  • Exploring the Alumni Service Center
  • Setting up your Alumni Service Center
  • Configure the Alumni Service Center properties
  • Add an import set of alumni for Alumni Service Center
  • Edit staged users for Alumni Service Center
  • System notifications for Alumni Service Center
  • Configure email and password resets for the Alumni Service Center
  • Using your Alumni Service Center
  • Anonymous Report Center (ARC)
  • Setting up the Anonymous Report Center
  • Activate the Anonymous Report Center
  • Using the Anonymous Report Center
  • Anonymously report misconduct
  • Access an anonymous report
  • Employee Document Management
  • Exploring Employee Document Management
  • Configuring Employee Document Management
  • Activate Employee Document Management
  • Defining and setting for employee documents
  • Using Employee Document Management
  • Managing employee documents
  • Employee document management bulk imports
  • Locate and transform documents
  • Configuring employee document management bulk import with source document repository
  • Bulk import map examples
  • Correcting employee documents in the staging table
  • Employee Document Management dashboard
  • Reference - Employee Document Management
  • Properties for Employee Document Management application
  • Components installed with Employee Document Management
  • Workforce Optimization for HR Overview
  • Exploring Workforce Optimization for HR
  • Workforce Optimization for HR Manager Workspace Landing Page
  • Configuring Workforce Optimization for HR
  • Using Workforce Optimization for HR
  • Workforce Optimization for HR Manager workspace
  • Teams in Workforce Optimization for HR
  • Scheduling in Workforce Optimization for HR
  • Create a shift plan
  • Create a work shift
  • Add schedule breaks to a shift
  • Create an on-call shift
  • Create on-call rotation
  • Create a schedule plan
  • Publish a schedule plan for visibility into team coverage
  • Track and manage team schedule
  • Monitor schedule adherence
  • Analyze adherence and conformance
  • Analyze staff alignment using Demand Forecast in Workforce Optimization for HR
  • Add events to a team calendar
  • Swap your agents' shifts in Workforce Optimization for HR
  • Coaching in Workforce Optimization for HR
  • Skills Overview in Workforce Optimization for HR
  • Learning in Workforce Optimization for HR
  • Create a course catalog in Workforce Optimization for HR
  • Create a learning library in Workforce Optimization for HR
  • Create internal learning in Workforce Optimization for HR
  • Access external courses on Workforce Optimization for HR
  • Assign a course item to agents
  • Create a learning path in Workforce Optimization for HR
  • Assign a learning path to agents
  • Create a learning task
  • Workforce Optimization for HR reference
  • Employee Experience Pack
  • Parental leaves of absence
  • Create an HR case for parental leaves of absence
  • HR Service Delivery Agent Workspace (Classic)
  • HR Service Delivery Agent Workspace Guided Setup
  • Exploring HR Service Delivery Agent Workspace
  • Setting up HR Service Delivery Agent Workspace
  • Classic HR Service Delivery Agent Workspace landing page
  • At a Glance panel
  • HR Service Delivery Agent Workspace contextual side panel
  • Advanced Work Assignment (AWA) for HR Service Delivery Agent Workspace overview
  • Configure Agent Chat for HR Service Delivery Agent Workspace
  • Configure AWA queues for HR Service Delivery Agent Workspace
  • Configure AWA chat groups for HR Service Delivery Agent Workspace
  • Service channels for HR Service Delivery Agent Workspace
  • Agent Affinity for HR Service Delivery Agent Workspace
  • Computer telephony integration (CTI) for HR Service Delivery Agent Workspace
  • Computer telephony integration (CTI) demo installation and configuration for HR Service Delivery Agent Workspace
  • Special handling notes with HR Service Delivery Agent Workspace
  • Using the HR Service Delivery Agent Workspace
  • Create case in Classic HR Service Delivery Agent Workspace
  • Create a task for a case using HR Service Delivery Agent Workspace
  • Using At a Glance for HR Service Delivery Agent Workspace
  • Viewing SLAs for HR Service Delivery Agent Workspace
  • Custom My List for HR Service Delivery Agent Workspace
  • Using checklists in HR Service Delivery Agent Workspace
  • Sending an email in HR Agent Workspace
  • Sending an email notification after reassignment
  • Response template for HR Service Delivery Agent Workspace
  • Use Response templates on an HR case
  • Use Response templates in an email
  • Use Response templates in chat
  • Receiving a duplicate case warning with HR Service Delivery Agent Workspace
  • Using the More icon in HR Service Delivery Agent Workspace
  • Adding or substituting approvers to a case in HR Service Delivery Agent Workspace
  • Creating reusable templates in HR Service Delivery Agent Workspace
  • Create and sign document tasks from document tasks in Agent Workspace
  • Employee Document Management for HR Service Delivery Agent Workspace
  • Machine learning solutions for HR Service Delivery Agent Workspace
  • Auto determination of HR service in HR Service Delivery Agent Workspace
  • Auto determination of assignment group in HR Service Delivery Agent Workspace
  • Similar closed cases in HR Service Delivery Agent Workspace
  • Using the deep link feature in HR Service Delivery Agent Workspace
  • E-signature in HR Service Delivery Agent Workspace
  • Using chat in HR Service Delivery Agent Workspace
  • SMS conversations in HR Service Delivery Agent Workspace
  • Set up HR Service Delivery Conversational SMS service channel
  • Compose an SMS message from a chat in HR Service Delivery Agent Workspace
  • Using interactions in HR Service Delivery Agent Workspace
  • Working lifecycle event cases in HR Service Delivery Agent Workspace
  • View a special handling note in HR Service Delivery Agent Workspace
  • Using the activity stream in HR Service Delivery Agent Workspace
  • Create a work note or comment in HR Agent Workspace
  • Create a reminder in HR Service Delivery Agent Workspace
  • HR Service Delivery Playbook
  • Exploring HR Service Delivery Playbook
  • Setting up HR Service Delivery Playbook
  • Configure HR Service Delivery playbook card
  • HR Playbook Experience
  • Configure HR Playbook Experiences
  • Configure HR Playbook activity overrides
  • Configure HR Playbook activity actions
  • Using HR Service Delivery Playbook
  • HR Service Delivery Agent Workspace integration with Universal Request
  • Create an HR case from Universal Request in HR Service Delivery Agent Workspace
  • Work on an HR case
  • Transfer an HR case
  • Agent Workspace for HR Case Management (Configurable)
  • Agent Workspace for HR Case Management Guided Setup
  • Exploring Agent Workspace for HR Case Management
  • Setting up Agent Workspace for HR Case Management
  • Install Agent Workspace for HR Case Management
  • RCA approvals in Agent Workspace for HR Case Management
  • UI Builder for Agent Workspace for HR Case Management
  • Create a landing page variant
  • Landing page configuration example
  • Enable a detailed data display within a report
  • Configure quick links in Agent Workspace for HR Case Management
  • Configure contextual side panel tabs in Agent Workspace for HR Case Management
  • Page configurations
  • Using Agent Workspace for HR Case Management
  • Lists in Agent Workspace for HR Case Management
  • Create My Lists
  • Create a case in Agent Workspace for HR Case Management
  • Enhance search criteria
  • Create a task for a case using Agent Workspace for HR Case Management
  • Agent Workspace for HR Case Management contextual side panel
  • Using At a Glance in Agent Workspace for HR Case Management
  • Configure the At a Glance panel
  • Using checklists in Agent Workspace for HR Case Management
  • Response templates in Agent Workspace for HR Case Management
  • Using a Response template in an HR case
  • Using a Response template in chat
  • Using a Response template in an email
  • Add personal notes
  • Add adhoc approvers to an HR case in Agent Workspace for HR Case Management
  • Using the More icon in Agent Workspace for HR Case Management
  • Create a reminder in Agent Workspace for HR Case Management
  • Creating a case from an HR case
  • Transfer a case in Agent Workspace for HR Case Management
  • Escalating a case in Agent Workspace for HR Case Management
  • Secure documents
  • Templates in Agent Workspace for HR Case Management
  • Create and sign document tasks in Agent Workspace for HR Case Management
  • Edit a generated document in Agent Workspace for HR Case Management
  • Generate a summary report
  • Sending an email in Agent Workspace for HR Case Management
  • Send an email notification after reassignment
  • Using interactions in Agent Workspace for HR Case Management
  • Create interactions in Agent Workspace for HR Case Management
  • Lifecycle event cases in Agent Workspace for HR Case Management
  • Create a lifecycle event case using Agent Workspace for HR Case Management
  • Using the activity stream in Agent Workspace for HR Case Management
  • Machine learning solutions in Agent Workspace for HR Case Management
  • Auto determination of HR service in Agent Workspace for HR Case Management
  • Auto determination of assignment group in Agent Workspace for HR Case Management
  • Display similar closed cases in Agent Workspace for HR Case Management
  • Create a reminder in Agent Workspace for HR Case Management
  • Working with approvers for a case in Agent Workspace for HR Case Management
  • Add or substitute an approver in a case
  • Add adhoc approvers to an HR case
  • View approval history in Agent Workspace for HR Case Management
  • Customize tab label in Agent Workspace for HR Case Management
  • Customize related lists in Agent Workspace for HR Case Management
  • Customize Activity stream in Agent Workspace for HR Case Management
  • Customize fields in a form in Agent Workspace for HR Case Management
  • Highlight fields in Agent Workspace for HR Case Management
  • Employee Document Management for Agent Workspace for HR Case Management
  • Create or upload employee documents using Agent Workspace for HR Case Management
  • Move employee documents in Agent Workspace for HR Case Management
  • E-signature in Agent Workspace for HR Case Management
  • Sign and generate a document in Agent Workspace for HR Case Management
  • Using the deep link feature in Agent Workspace for HR Case Management
  • Using chat in Agent Workspace for HR Case Management
  • Working from the agent inbox in Agent Workspace for HR Case Management
  • Viewing SLAs for HR Service Delivery Agent Workspace
  • SMS conversations in HR Service Delivery Agent Workspace
  • Set up HR Service Delivery Conversational SMS service channel
  • Compose an SMS message from a chat in HR Service Delivery Agent Workspace
  • View a special handling note in HR Service Delivery Agent Workspace
  • Create a bulk case request using Agent Workspace for HR Case Management
  • Specify a user segment group for a bulk case request in Agent Workspace for HR Case Management
  • Review users in a user segment group
  • Report a knowledge gap from a case in Agent Workspace for HR Case Management
  • View assigned knowledge tasks in Agent Workspace for HR Case Management
  • Agent Workspace for HR Case Management reference
  • Page Configurations reference
  • Highlighted value condition form
  • Bulk case request form
  • HR Service Delivery Playbook
  • Exploring HR Service Delivery Playbook
  • Setting up HR Service Delivery Playbook
  • Configure HR Service Delivery playbook card
  • HR Playbook Experience
  • Configure HR Playbook Experiences
  • Configure HR Playbook activity overrides
  • Configure HR Playbook activity actions
  • Using HR Service Delivery Playbook
  • HR Service Delivery Agent Workspace integration with Universal Request
  • Create an HR case from Universal Request in HR Service Delivery Agent Workspace
  • Work on an HR case
  • Transfer an HR case
  • HR Success Dashboard indicators
  • Explore the HR Success Dashboard indicators
  • HR Success Dashboard indicators components
  • Configure HR Success Dashboard indicators
  • Install the HR Success Dashboard indicators
  • Configure the Knowledge Base articles
  • Configure the Virtual Agent topics
  • Run Update formula script for HR Success Dashboard indicators
  • Activate Performance Analytics jobs
  • Measure the performance of the HR implementation
  • HR Success Dashboard indicators reference
  • HR Success Dashboard indicators KPI definitions and formulae
  • Now Assist for HR Service Delivery (HRSD)
  • Exploring Now Assist for HR Service Delivery (HRSD)
  • Supporting information for Now Assist for HR Service Delivery (HRSD)
  • Sensitivity detection live agent
  • Sensitivity detection service queue mapping
  • Configure Now Assist for HR Service Delivery (HRSD)
  • Skill inputs and triggers for Now Assist for HR Service Delivery (HRSD)
  • RCA approvals for Now Assist for HR Service Delivery (HRSD)
  • Configure Gen AI Virtual Agent for HRSD
  • Configure the Now Assist for HRSD Virtual Agent topics
  • Configure sensitivity detection in Now Assist for HR Service Delivery (HRSD)
  • Using Now Assist for HR Service Delivery (HRSD)
  • Summarize a case by using Now Assist for HR Service Delivery (HRSD)
  • Generate the resolution notes for a case by using the Now Assist for HR Service Delivery (HRSD)
  • Generate the resolution notes for a case in the classic environment by using Now Assist for HR Service Delivery (HRSD)
  • Generate a knowledge article from Now Assist for HR Service Delivery (HRSD)
  • Summarize a chat conversation by using Now Assist for HR Service Delivery (HRSD)
  • Summarize actions while transferring an HR case
  • Detect sensitive topics by using sensitivity detection in Now Assist for HR Service Delivery (HRSD)
  • Use the Now Assist panel in Agent Workspace for HR Case Management
  • Submit an HR request with Gen AI Virtual Agent
  • Now Assist for HRSD Integration with Enterprise Service Management Integrations Framework
  • Now Assist for HRSD Virtual Agent topics
  • Reference for Now Assist for HR Service Delivery (HRSD)
  • Sensitivity detection configuration tables
  • Sensitivity detection configuration table filters
  • Sensitivity detection human resource value types
  • Now Mobile app for HR Service Delivery
  • Activate Now Mobile for HR Service Delivery
  • Components installed with Now Mobile for HR Service Delivery
  • Configurations for the Now Mobile app for HR Service Delivery
  • Administer Now Mobile
  • Select a Lifecycle Event for Now Mobile
  • Configure a media section for Now Mobile
  • Enable Agent Chat in Now Mobile
  • Configure Journeys for Now Mobile
  • Hiring manager experience for new hire onboarding
  • Journeys on Now Mobile
  • Manager Hub
  • Explore Manager Hub
  • Configure Manager Hub
  • RCA approvals for Manager Hub
  • Activate a scheduled job
  • Configure important dates
  • Configure team requests
  • Configure team data
  • Configure team column data
  • Configure team filters
  • Set up View as Direct Reports
  • Configure daily stats
  • Configure to do mappings
  • Configure widgets
  • Use Manager Hub
  • Get your team brief
  • Proactive Prompts for managers
  • Know your team members
  • Set up View as Direct Reports
  • View employee details
  • Get team insights
  • Know your team's skills
  • Skills summary of your team
  • View the skill distribution of your team
  • View employee cards in Skills Expectations section
  • Skill details of an employee
  • Utilize Manager Library
  • Integrate Manager Hub
  • Reference for Manager Hub
  • Components installed with Manager Hub
  • Campaign configurations for Manager Hub
  • Default configurations for important dates
  • Default configurations for team requests
  • Default configurations for team data
  • Default configurations for team column data
  • Default configurations for filter groups
  • Default configurations for daily stats
  • Default configurations for To do's
  • Default proactive prompts for Manager Hub
  • Use the View menu icon in Manager Hub
  • Assign learning form
  • Create a conversation form
  • Schedule a conversation form
  • Proactive Prompts
  • Exploring Proactive Prompts
  • Install Proactive Prompts
  • Configuring Proactive Prompts
  • Create a signal in Proactive Prompts
  • Add a new prompt header to identify the prompt
  • Create a data source for a signal in Proactive Prompts
  • Configure delivery channels in Proactive Prompts
  • Configure signal categories in Proactive Prompts
  • Configure signal actions for Proactive Prompts
  • Configure signal schedules in Proactive Prompts
  • Add and configure the prompt widget
  • Using Proactive Prompts
  • Opting out of a prompt in Employee Portal
  • Opting out of a prompt in Virtual Agent
  • Proactive Prompts dashboard
  • Reference for Proactive Prompts
  • Components installed with Proactive Prompts
  • Tokens in Proactive Prompts
  • Types of data sources in Proactive Prompts
  • Actions and action groups in Proactive Prompts
  • Signal data source form
  • Signal configuration form
  • Integration of HR Service Delivery with third-party systems
  • HR Integrations
  • Activate HR Integrations
  • Components installed with HR Integrations
  • Integrating with the First Advantage service
  • Provide source credentials for the First Advantage service
  • Verify integration for the First Advantage service
  • Add background check packages for the First Advantage service
  • Integrating with the Accurate Background service
  • Provide source credentials for the Accurate service
  • Verify integration for the Accurate service
  • Add background check packages for the Accurate service
  • Integrating with the Sterling Talent Solutions service
  • Provide source credentials for the Sterling service
  • Verify integration for the Sterling service
  • Add background check packages for the Sterling service
  • Integrating with the DocuSign service
  • Configure an HR PDF document template for an ad hoc document
  • Configure an HR PDF document template for a DocuSign template
  • Configure an HR service for the DocuSign integration
  • Integrating with the Adobe Sign service
  • Activate the Adobe Sign spoke
  • Configure an HR PDF document template for an adhoc document
  • Configure an HR PDF document template for an Adobe Sign template
  • Configure an HR service for the Adobe Sign integration
  • Integrating with the CIC Plus service
  • Set up the CIC Plus integration
  • Enterprise Service Management Integrations Framework
  • Setting up Enterprise Service Management Integrations Framework
  • Create a source in Enterprise Service Management Integrations Framework
  • Create an integration service in Enterprise Service Management Integrations Framework
  • Create transform maps in Enterprise Service Management Integrations Framework
  • Create a subflow using Template Integration Gateway
  • Configure Integration Provider Mapping (Decision table)
  • Using Enterprise Service Management Integrations Framework
  • View tasks of a third-party system
  • View job tracker details
  • Use External Interface to push records into a third-party system
  • Enterprise Service Management Integrations Framework reference
  • Components installed with Enterprise Service Management Integrations Framework
  • Widgets to display tasks from a third-party system
  • HR Service Delivery Integration with Cornerstone OnDemand
  • Setting up HR Service Delivery Integration with Cornerstone OnDemand
  • Use deep link for HR Service Delivery Integration with Cornerstone OnDemand
  • Configure the flow for HR Service Delivery Integration with Cornerstone OnDemand
  • Reference for HR Service Delivery Integration with Cornerstone OnDemand
  • Components installed with HR Service Delivery Integration with Cornerstone OnDemand
  • Source for HR Service Delivery Integration with Cornerstone OnDemand
  • HR Integration Services for HR Service Delivery Integration with Cornerstone OnDemand
  • Users for HR Service Delivery Integration with Cornerstone OnDemand
  • Learning objects for HR Service Delivery Integration with Cornerstone OnDemand
  • Status mapping in Cornerstone OnDemand System
  • Transform maps for HR Service Delivery Integration with Cornerstone OnDemand
  • HR Service Delivery Integration with Magnit
  • Explore HR Service Delivery Integration with Magnit
  • Status communication to Magnit
  • Configure HR Service Delivery Integration with Magnit
  • Map Magnit tasks
  • Source for HR Service Delivery Integration with Magnit
  • Activate a schedule flow
  • Reference for HR Service Delivery Integration with Magnit
  • Components installed with HR Service Delivery Integration with Magnit
  • Default entities
  • HR Service Delivery Integration with Workday
  • Configuring HR Service Delivery Integration with Workday
  • Synchronize worker profiles
  • Configure worker profile settings
  • Configure properties for Worker profile synchronization
  • Mapping worker profile fields
  • Configure Workday to-dos
  • Activating schedule flows
  • Using HR Service Delivery Integration with Workday
  • Use transform maps
  • View job tracker details from Workday
  • View tasks from Workday
  • Reference - HR Service Delivery Integration with Workday
  • Components installed with HR Service Delivery Integration with Workday
  • Worker profile synchronization limitations
  • HR Service Delivery Advanced Integration with Workday
  • Configuring
  • Set up Total Rewards using Workday
  • Set up plans for Total Rewards
  • Set up sections for Total Rewards templates
  • Set up a template for Total Rewards
  • Legal name change configuration
  • Configure reports HR Service Delivery Advanced Integration with Workday
  • Configure Virtual Agent topics for HR Service Delivery Advanced Integration with Workday
  • Using
  • Time off request to Workday
  • Time offs
  • Work schedule calendars
  • Holiday calendars
  • Request a time off
  • Change legal name through Virtual Agent
  • Publish the VA topic template for legal name change
  • Report an issue with your payslip
  • Now Assist Virtual Agent topics for HR Service Delivery Advanced Integration with Workday
  • Reference
  • Components installed with HR Service Delivery Advanced Integration with Workday
  • HR Service Delivery Integration with Workday Learning
  • Configure HR Service Delivery Integration with Workday Learning
  • Activate schedule flows
  • Synchronize workday learning users
  • Using HR Service Delivery Integration with Workday Learning
  • View user activity for Workday Learning
  • View track approval for Workday Learning
  • Use transform maps
  • Import set tables in HR Service Delivery Integration with Workday Learning
  • HR Service Delivery Integration with Workday Learning todos staging
  • HR Service Delivery Integration with Workday Learning user course activity staging
  • Reference HR Service Delivery Integration with Workday Learning
  • Components installed with workday learning
  • Edit a record in HR Service Delivery Integration with Workday Learning
  • Workday learning todos staging form
  • Workday learning user course activity staging form
  • HR Service Delivery integration with Oracle Cloud HCM
  • Configuring HR Service Delivery integration with Oracle Cloud HCM
  • Configure properties
  • Activate schedule flows
  • Using HR Service Delivery integration with Oracle Cloud HCM
  • Mapping entity profile fields
  • Run a scheduled job
  • Reference - HR Service Delivery integration with Oracle Cloud HCM
  • Components installed with HR Service Delivery integration with Oracle Cloud HCM
  • Transform maps for HR Service Delivery integration with Oracle Cloud HCM
  • HR Service Delivery Advanced Integration with Oracle HCM
  • Components installed with HR Service Delivery Advanced Integration with Oracle HCM
  • HR Service Delivery Portal UI Components
  • Configure total rewards in HR Service Delivery Advanced Integration with Oracle HCM
  • Configure holiday calendars in HR Service Delivery Advanced Integration with Oracle HCM
  • Submit a time off balance query in HR Service Delivery Advanced Integration with Oracle HCM
  • Submit a direct deposit query in HR Service Delivery Advanced Integration with Oracle HCM
  • Report a payslip issue in Oracle HCM
  • HR Service Delivery Integration with SuccessFactors
  • Configuring HR Service Delivery Integration with SuccessFactors
  • Activating schedule flows
  • Configure pull todos
  • Configure push todos
  • Enable push todos flow
  • Configure HR Service Delivery Integration with SuccessFactors properties
  • Using HR Service Delivery Integration with SuccessFactors
  • View job tracker details
  • View to dos
  • Use transform maps
  • Field mappings
  • HR Service Delivery Integration with SuccessFactors reference
  • Components installed with HR Service Delivery Integration with SuccessFactors
  • Source for HR Service Delivery Integration with SuccessFactors
  • HR Service Delivery with Ultimate Kronos Group
  • Configuring HR Service Delivery with Ultimate Kronos Group
  • Set up symbolic periods
  • Set up accrual codes
  • Train the NLU model
  • Subflows
  • Reference - HR Service Delivery with Ultimate Kronos Group
  • Components installed with HR Service Delivery Integration with Ultimate Kronos Group
  • Document Template integration with AdobeSign
  • Components installed with Document Template integration with AdobeSign
  • Configure document templates for Adobe Sign
  • Create adobe sign groups
  • Document Template integration with Docusign
  • Components installed with Document Template integration with Docusign
  • Configure Document Templates for DocuSign
  • Employee Relations integration with Navex Ethicspoint
  • Components installed with Employee Relations integration with Navex Ethicspoint
  • Set up Employee Relations integration with Navex Ethicspoint
  • Configure properties
  • Map fields
  • Source for Employee Relations integration with Navex Ethicspoint
  • Transform maps
  • Integration of HR Service Delivery with ServiceNow applications
  • Universal Request for HR Service Delivery
  • Custom configurations in Universal Request
  • Create an HR case from Universal Request
  • Work on an HR case of Universal Request
  • Transfer an HR case in Universal Request
  • Creating a universal request from an HR case
  • Configure field mappings
  • Create associated tickets from an HR case
  • AI Search for HR Service Delivery
  • Virtual Agent for HR Service Delivery
  • Performance Analytics for HR Service Delivery
  • Viewing HR Performance Analytics Scoped
  • HR Performance Analytics Scoped solutions
  • Human Resources agent dashboard
  • Human Resources manager dashboard
  • HR Onboarding Executive dashboard
  • User Experience for HR Service Delivery
  • View user metrics related to Listening Posts surveys
  • Events related to the Listening Posts surveys on Usage Insights dashboard
  • Machine learning solutions for HR Service Delivery
  • Auto-case creation from an email
  • Configure the HR solution definition and domain
  • Test an HR solution prediction
  • Auto determination of HR service
  • Manually train the HR predictive model
  • Auto determination of assignment group
  • Discovering knowledge articles and catalog items for employees
  • Discovering similar knowledge articles for HR cases
  • Discovering similar closed cases for HR cases
  • Displaying related knowledge articles for completing tasks
  • HR Predictive Intelligence Workbench
  • HR Predictive Intelligence Workbench administration
  • Activate HR Predictive Intelligence Workbench
  • Components installed with HR Predictive Intelligence Workbench
  • HR Predictive Intelligence Workbench notifications
  • Create an HR Predictive Intelligence Workbench user group
  • HR Predictive Intelligence Workbench implementation
  • HR PIWB template: Auto-categorize email cases
  • HR PIWB template: Predict the HR service for incoming cases
  • HR PIWB template: Predict the assignment group for incoming cases
  • HR PIWB template: Predict knowledge case clusters and demand insights
  • HR PIWB template: Predict knowledge gaps and insights
  • HR PIWB template: Predict knowledge for HR case resolution
  • HR PIWB template: Recommend similar cases by employee profile
  • HR PIWB template: Predict knowledge for HR task completion
  • HR PIWB template: Recommend similar cases
  • HR PIWB template: Recommend estimated time to resolve
  • Estimated time to resolve HR cases
  • Viewing ETTR predictions
  • ServiceNow Voice for HR Service Delivery
  • Employee Center with HR Service Delivery
  • Domain Separation and HR Service Delivery
  • Guidance for proper HR Service Delivery domain separation
  • Issue Auto Resolution for HR
  • Exploring Issue Auto Resolution for HR
  • Enhanced AI Search assist for general HR inquiries
  • Configuring Issue Auto Resolution for HR
  • Using Issue Auto Resolution for HR to handle cases
  • Simplifying the authentication experience for your remote employees
  • Time Limited Authentication Properties form
  • Using agent feedback to improve your case criticality predictions
  • Enhanced search results in IAR with Virtual Agent
  • Issue Auto Resolution for HR dashboard
  • Quick start tests for HR Service Delivery
  • Run quick start tests for HR
  • Migration from Legacy to Scoped HR
  • Activate HR Migration
  • Components installed with HR Migration
  • Migrate HR data to scoped
  • Migrate HR roles to scoped
  • HR Service Delivery Legacy
  • HR Service Management Legacy
  • Activate HR Service Management Legacy
  • Installed with HR Service Management Legacy
  • Understanding HR Service Management Legacy
  • Implementation guide for legacy HR
  • HR and IT implementation team for legacy HR
  • Implementation decisions for legacy HR
  • Implementation information required for legacy HR
  • Configuring legacy HR
  • Automated processes for legacy HR
  • Workflow-based process design for legacy HR
  • Customized profile information in legacy HR
  • HR Administration for legacy HR
  • HR surveys in legacy HR
  • Knowledge management in legacy HR
  • Organization in legacy HR
  • HR profiles within the organization in legacy HR
  • Define organization positions in legacy HR
  • View organization locations in legacy HR
  • View organization departments in legacy HR
  • HR catalog and templates in legacy HR
  • HR onboard and offboard task templates in legacy HR
  • Manage HR catalog categories in legacy HR
  • Create an HR catalog item in legacy HR
  • Add a knowledge article to an HR category item in legacy HR
  • Modify an HR case template in legacy HR
  • Modify an HR task template in legacy HR
  • View or modify HR case categories in legacy HR
  • HR PDF document templates in legacy HR
  • HR skills management in legacy HR
  • Configuration in legacy HR
  • Assignment rules in legacy HR
  • HR Case Management for legacy HR
  • Create an HR case in legacy HR
  • Work on an HR case in legacy HR
  • Approve an HR case in legacy HR
  • View and manage HR cases in legacy HR
  • View and manage HR tasks in legacy HR
  • HR dashboards and reports in legacy HR
  • Manage HR cases by category in legacy HR
  • Manage HR cases by reporting in legacy HR
  • Use the HR Manager Dashboard in legacy HR
  • Monitor HR onboarding cases in legacy HR
  • Run HR reports in legacy HR
  • HR case SLAs in legacy HR
  • Evaluate HR survey responses in legacy HR
  • Chat for legacy HR
  • Signature pad for legacy HR
  • HR Service Portal Legacy
  • Activate HR Service Portal Legacy
  • Employees use legacy HR Service Portal
  • Update your HR profile in legacy HR Service Portal
  • View your open cases in legacy HR Service Portal
  • Submit a service catalog request from legacy HR Service Portal
  • Attach documentation to a case in legacy HR Service Portal
  • Search the HR knowledge base in legacy HR Service Portal
  • Chat with HR in legacy HR Service Portal
  • Email HR in legacy HR Service Portal
  • HR agents use legacy HR Service Portal
  • Manage HR Benefits in legacy HR
  • Manage HR Employee Relations in legacy HR
  • Manage HR Systems in legacy HR
  • Manage HR Payroll in legacy HR
  • Manage HR Employee Data Management in legacy HR
  • HR Performance Analytics Legacy
  • View HR Performance Analytics Legacy
  • Employee Center
  • Exploring Employee Center
  • Employee Center and Employee Center Pro
  • Service Portal versus Employee Center application
  • Employee Center widgets
  • Employee Center users and roles
  • Mobile experience for Employee Center
  • Integrated service and experience feedback in Now Mobile
  • Recommended for you in Now Mobile
  • Search topic content in Now Mobile app
  • News in Now Mobile
  • Setting up Employee Center
  • Deploying Employee Center
  • Install Employee Center Pro
  • Install Employee Experience Taxonomy
  • Install Employee Experience Foundation
  • Activate Content Experiences
  • Activate Content Publishing
  • Activate Employee Forums
  • Activate Content Analytics
  • Activate Content Governance
  • Migrate to Employee Center from Service Portal
  • Install Employee Center
  • Upgrade to Employee Center Pro from Employee Service Center (HR)
  • Post installation troubleshooting
  • Run fix-script for RCA approvals
  • Run fix scripts to update Employee Center
  • Configure your Employee Center portal
  • Portal configuration
  • Customize Employee Center portal theme
  • Enable support for right-to-left languages
  • Update the Employee Center home page theme
  • Update the Employee Center Pro home page theme
  • Customize the Employee Center with widgets
  • Popular topics widget
  • Modify the Quick links widget display
  • Modify the my favorites widget display
  • Modify the employee profile widget display
  • Modify the topic header widget display
  • Modify the sub-topics widget display
  • Modify the org chart widget display
  • Modify the topic content widget display
  • Modify banner width options
  • Use email notification layout
  • Modify the Featured News widget
  • Modify the Upcoming shift widget display
  • Modify the News feed widget
  • Modify the Content Experiences widget
  • Modify the Time off widget display
  • Modify the Support resources widget display
  • Modify the Browse help content widget display
  • Modify Send to self widget display
  • Improve portal load time with asynchronous loading
  • Improve the image load time on Employee Center
  • Curated Experiences in Employee Center
  • Unified Taxonomy for Employee Center
  • Clone taxonomy for employee content
  • Create taxonomy
  • Create and associate topics
  • Enable user criteria for topics
  • Create a child topic
  • Associate connected content to a topic
  • Associate content categories to topics
  • Associate content from catalog categories to a topic
  • Associate featured content to a topic
  • Associate a quick link to a topic
  • Associate learning content to a topic
  • Dynamic topic pages
  • Configure additional permission levels for topic management
  • Customize topic pages with various templates
  • Translated Knowledge Base article attachment behaviour
  • Add all translated Knowledge Base articles after an upgrade
  • Search functionality on the topic pages
  • Monitor content on the topic pages
  • Connect content to topic pages with the topic list selector
  • Configure Mega menu
  • View quick links on the mega menu
  • Add menu items to primary navigation
  • Employee Center global header
  • Add more menu items
  • Enable or disable global header options
  • AI Search for Curated Experiences
  • Improved search functionality
  • Configure search by the topic facets
  • Configure search source when AI search is disabled
  • Advanced Portal Navigation
  • EC Information architecture
  • Configure advanced portal navigation
  • Configure advanced portal navigation order
  • Get support
  • Configure static content
  • Action framework
  • Configure actions
  • Configure action group
  • Configure action types
  • Update approvals action group
  • Modify the Employee Profile action group
  • Employee tasks page
  • Employee to-dos approval roles
  • Create or modify to-dos
  • Enable prioritization by filter
  • Configurable task filters
  • Configure filter conditions
  • Create filters or filter groups
  • Configure filter categories
  • Employee requests page
  • Create or modify a request filter
  • Personalized Answers on Employee Center
  • Configure topic search filter
  • Configure search navigation tabs
  • Configure search on the topic pages
  • Configure click-rank search relevance
  • Configure search source when AI search is disabled
  • Recommended for you
  • Configure the Recommended for you
  • Modify the Recommended for you widget display
  • Quick links configuration
  • Create a quick link
  • Assign topics to a quick link
  • Restrict access to a quick link
  • Create an external link
  • Grant or restrict access to an external link
  • My active items widget configuration
  • Perform a basic activity configuration
  • Provide basic activity configuration details
  • Perform an advanced activity configuration
  • Restrict access to an activity
  • Cross-channel favorites
  • Configure favorite content type
  • Configure favorite content type on Mobile
  • Configure favorites option
  • Disable favorites
  • Remove favorites
  • App Launcher
  • Sync your applications from Microsoft Azure AD
  • App launcher integration with Okta
  • Register custom web applications
  • Configure application visibility and access
  • Assign topics to web applications
  • Modify applications widget display
  • App launcher user experience analytics
  • Employee live chat overview
  • Footer configuration
  • Configure the footer
  • Configure the footer menus
  • Employee Center Pro Kiosk
  • Employee Center Pro Kiosk benefits
  • Integrate with the UKG spoke
  • Receive employee data from UKG to the Employee Center Pro Kiosk
  • Configure Employee Center Pro Kiosk
  • Schedule in Employee Center Pro Kiosk
  • Customize data display in Kiosks
  • Customize the schedule widget
  • Time off balances in Employee Center Pro Kiosk
  • Customize the time off widget
  • Configure the mail and SMS send to self
  • Quick start tests for Employee Center
  • Run quick start tests for Employee Center
  • Configurable approvals experience
  • Enable task configuration for approvals
  • Configure E-signature for approvals
  • Configuring Employee Center for mobile
  • Next Experience theme for Now Mobile
  • Approvals in Now Mobile
  • Workday approvals in Now Mobile
  • Configure Workday approval functions for Now Mobile
  • Configure mobile content
  • For mobile banner
  • For mobile text card
  • For mobile video
  • Configure content roll-up on topics for Now Mobile
  • Manage taxonomy for Now Mobile
  • Update search configurations
  • Employee profile
  • Create an active employee definition
  • Opt in to the employee profile
  • Configure the Employee Profile header
  • Configure the Employee Profile overview widget
  • Update Employee Profile banner and profile images
  • Manage profile tabs and visibility in Employee Profile
  • Configure Employee Profile for a portal
  • Add other manager relationships for an employee
  • Add an Employee Profile page bio in the upgraded section
  • Manage the employee profile AI and ML model
  • Manually train the employee profile predictive model
  • Updates for the Employee Profile HR widget
  • Preferences widget for Employee Profile
  • Employee profile UI for Now Mobile
  • Upgrade search redirection to the new Now Mobile profile page
  • Organization chart
  • Configure eligible users
  • Configure card settings for org chart
  • Update the report count based on eligible users
  • Integrated experience and service feedback
  • Set up the feedback configuration
  • Set up the feedback definition
  • Configuring feedback for Virtual Agent
  • Integrating with Employee Center
  • Approval hub integrations
  • Approvals hub integration with SAP Concur
  • Manage approvals from SAP Concur
  • Populate SAP Concur report and metadata
  • Use task configuration for SAP Concur approvals
  • Approvals hub integration with Workday
  • Fetch Workday reports
  • Configure Workday to-dos
  • Use task configuration for Workday approvals
  • Employee Profile integration with Microsoft Teams
  • Disable Microsoft Teams status view
  • Employee Center for Microsoft Viva Connections
  • Integrating Employee Center for Microsoft Viva Connections
  • Install Employee Center for Microsoft Viva Connections application
  • Configuring Employee Center for Microsoft Viva Connections
  • Authorize Employee Center for Microsoft Viva Connections
  • Update the Microsoft Teams application ID
  • Allow cross-domain requests to REST APIs
  • Managing Employee Center for Microsoft Viva Connections
  • Download the Microsoft Viva solution package
  • Deploy the Microsoft Viva integrations package in Microsoft SharePoint
  • Enable the display of the Microsoft Viva card in Microsoft SharePoint
  • Employee Center for Microsoft Viva Connections reference
  • Microsoft Viva integrations card properties
  • Employee Center for Zoom
  • Set up a custom portal
  • View connected Zoom accounts
  • Connect your Zoom account to a different ServiceNow instance
  • Change existing Zoom account connection
  • Managing Employee Center
  • Campaigns for Content Experiences
  • Create a campaign
  • Campaign bundle triggers
  • Create campaign stages (bundles) using Content Experience Builder
  • Create a campaign stage with condition trigger
  • Create a campaign stage with dynamic trigger
  • Create a campaign stage with immediate trigger
  • Create a campaign stage with recurring trigger
  • Create a campaign stage with to-do trigger
  • Add content to a campaign using Content Experience Builder
  • Campaign preview
  • Preview your portal
  • Preview single content
  • Analyzing your campaign for effectiveness
  • Create campaign success goals
  • View campaign targets
  • Create a campaign
  • Create content for a campaign
  • Create campaign bundles/stages
  • Editing a published campaign
  • Content Publishing
  • Content Library
  • Rich Content Editor
  • Create rich content
  • Add predefined content layouts with the Rich Content Editor
  • Add columns with the Rich Content Editor
  • Add Tabs with Rich Content Editor
  • Add a Divider with the Rich Content Editor
  • Add an Image with the Rich Content Editor
  • Add a Video with the Rich Content Editor
  • Add Text or a Text section with the Rich Content Editor
  • Add a Link or Link block with the Rich Content Editor
  • Add a Button with the Rich Content Editor
  • Editing source code in the Rich Content Editor
  • Video hosting integrations framework
  • Configure content provider and mapping
  • Configure a video authorization
  • Configure video content search
  • Configure content rendering parameter
  • News articles
  • Create a news article
  • Publishing news articles
  • Hide News Center from the Mega Menu
  • Create styled content for banners, block/announcements, or video
  • Create video content
  • Create URL content
  • Create image-based link content
  • Create events content
  • Create banner content
  • Create rich text content
  • Create calendar content
  • Notification content
  • Create email, SMS, or push notification content
  • Mobile content
  • Create mobile banner content
  • Create mobile text card content
  • Create or edit mobile video content
  • To-do content
  • Pulse survey content
  • Facebook Workplace content
  • Employee Forums
  • Content versioning
  • Checkout published content
  • Language support for Content Experiences and Content Publishing
  • Integration with Localization Framework
  • Switch language for Content Publishing
  • Re-usable components
  • Add or modify links to other content sources
  • Add or modify block content
  • Add content destination
  • Audiences
  • Configure an audience record
  • Create a content category
  • Content templates
  • Create a Content template
  • Publishing content
  • Create a publish plan for your content
  • Scheduling the delivery of content
  • Organization chart
  • Advanced
  • Demo Portal
  • Content Ownership
  • Assign ownership of content
  • Assign ownership of an audience
  • Create an audience
  • Assign ownership to a portal page
  • Assign ownership to a topic
  • Content Governance
  • Requesting content
  • Tracking content requests
  • Assign content request to content creator
  • Add or remove content approvers
  • Creating content through Content Governance
  • Previewing and approving a content request item
  • Content Analytics
  • Activate a tracking profile
  • Create a Content Analytics tracking profile
  • Content Analytics dashboards
  • Campaign overview and Campaign analytics dashboards
  • Set up Content Analytics tracking
  • Integrated service and experience feedback management
  • Modify the experience flow feedback widget
  • Modify the workflow feedback widget
  • Using Employee Center
  • Use Employee Center Pro Kiosk
  • Use the integrated service and experience feedback
  • Resolve a feedback task
  • Feedback task notification
  • Use the Employee Center topic pages
  • Topic managers and contributors for topic page management
  • Use the My To-dos page
  • View advanced portal navigation
  • Use approval experience
  • Manage approvals from Microsoft Teams
  • Approve or reject Concur expense reports from a Microsoft Outlook email message
  • Task filters on My tasks
  • View the Recommended for you content
  • Use Employee Center from Zoom
  • View employee profile
  • Use Personalized Answers
  • Employee Profile org chart widget
  • RTL support for Employee Center
  • Manage favorites
  • Access applications from app launcher
  • Employee Center reference
  • Activity Configuration form
  • Activity Configuration Detail form
  • To-do content form
  • Approvals experience reference
  • Block content form
  • Components installed with Employee Center Pro
  • Components installed with Content Analytics
  • Components installed with Content Publishing
  • Components installed with Content Experiences
  • Components installed with Content Governance
  • Properties installed with Content Experiences
  • Properties installed with Content Publishing
  • Feedback Analytics dashboard
  • User experience dashboard
  • Footer form
  • Footer Menus form
  • Feedback configuration form
  • Feedback definition form
  • Standard banner and icon sizes
  • Link content form
  • Notification content form
  • Quick Link form
  • Taxonomy form
  • External Link form
  • Menu Item form
  • User Criteria form
  • User Criteria output
  • Connected Content form
  • Featured Content form
  • Topic form
  • Employee Profile form
  • Employee Profile Header Configuration form
  • Tab widget mapping form
  • Overview section form
  • Employee Profile Portal Configuration form
  • Default Employee Profile Header Configuration record
  • Employee Profile upgrade scenarios
  • Employee Center for IT Service Management
  • Exploring Employee Center for ITSM
  • Configuring Employee Center for ITSM
  • Using Employee Center for ITSM
  • Talent Development
  • Talent Development Core
  • Explore Talent Development Core
  • Career hub overview
  • Aspirations overview
  • Growth plans overview
  • Conversations overview
  • Learning overview
  • Opportunity Marketplace overview
  • Install and configure the Talent Development Core app
  • Install the Talent Development Core application
  • Administer and maintain the Talent Development Core app
  • Create Talent Development (Talent) Outcome Types
  • Create Talent Development (Talent)Activity Types
  • Create Talent Development (Talent)Activity Categories
  • Create Talent Development (Talent) Activity Templates
  • Create Talent Development (Talent) Activity Recommendations
  • Set Talent Development Properties
  • Create an Talent Development (Talent) featured growth item
  • Add sample text to Talent Development (Talent) related content
  • Add Talent Development (Talent) Aspirations
  • Add Talent Development (Talent) Aspirations Types
  • Add Talent Development (Talent) Interests
  • License Talent Development users
  • View Talent Development (Talent) licensed profiles
  • Achievements and Credentials in Talent Development Core
  • View credentials in Achievements and Credentials
  • View achievement credential templates
  • Add skill to an achievement template
  • Using the Talent Development Core application
  • Create a growth plan
  • Edit a growth plan
  • Create a growth plan from an aspiration or main skill
  • Create a growth plan from an aspiration to move towards a new role
  • Create a growth plan from discussions or other aspiration types
  • View and edit employees' growth plans
  • Create an Talent Development (Talent) Aspiration
  • Update Job Preferences in Opportunity Marketplace
  • Share an internal job opportunity from Opportunity Marketplace
  • View Credly badges
  • Integrate with the Talent Development Core application
  • Reference information for the Talent Development Core application
  • Talent Growth Plan reference
  • Talent Outcome Type reference
  • Talent Properties reference
  • Talent Activity Types reference
  • Talent Activity Category reference
  • Talent Aspirations reference
  • Talent Feature growth item reference
  • Talent Activity template reference
  • Talent Sample text reference
  • Talent Aspiration type form
  • Talent Activity Template Recommendation form
  • Talent Interest form
  • Components installed with Talent Development Core
  • Employee Application Access Criteria reference
  • Career Conversations
  • Explore Career Conversations application
  • Career Conversations
  • Install and configure Career Conversations
  • Install Career Conversations
  • Administer and maintain Career Conversations
  • Add and manage Talent Development (Talent) Talking Points
  • Add Talent Development (Talent) Conversations
  • Enable or deactivate the automatic closure of past conversations
  • Set system properties for Microsoft Outlook integration with the Career Conversations app
  • Using the Career Conversations application
  • Create a growth conversation
  • Schedule a growth conversation
  • Schedule a mentoring conversation
  • Schedule a growth plan check-in conversation
  • Update a growth conversation
  • Reference information for the Career Conversations
  • Career Conversations Conversations reference
  • Career Conversations Creating Suggested Talking Points reference
  • Career Conversations Suggested Talking Points reference
  • Components installed with Career Conversations
  • Learning
  • Exploring Learning
  • My Learning
  • Discover
  • Activity
  • Overview
  • Achievements
  • Assigned to your team
  • Learning integration with Skills Intelligence
  • Install and configure Learning
  • Using My Learning
  • Enroll in a course collection on My Learning
  • Resume a course
  • Create a personal course collection
  • Save courses to your personal collection
  • Create a Learning challenge
  • Complete a learning challenge
  • Restart a learning challenge
  • View recent activity
  • Assign Learning to your team
  • Manage Learning
  • Create a content collection
  • Add course items to collection
  • Define user access to course within a collection
  • Add learning course sections
  • Assign topics to a collection
  • Create internal Learning content
  • Define user access to course within internal learning content
  • Assign topics to internal content
  • View external Learning content
  • Define user access to course within external learning content
  • Assign topics to external content
  • Add associated skills
  • Create a learning library
  • Add course items to learning library
  • Add users to learning library
  • Create a learning task
  • Create an achievement definition
  • Define user access for achievements
  • Add associated skills to an achievement
  • Create user achievements
  • Create an achievement rule
  • Create an achievement rule item
  • Reporting solutions for Learning
  • Learning admin overview dashboard
  • Learning catalog overview
  • Learning content author overview dashboard
  • Learning reference
  • Collection form
  • Learning internal content form
  • Learning External Content form
  • Learning library form
  • Learning task form
  • Achievement form
  • Achievement rule form
  • Learning course catalog form
  • Life-cycle stages of a content collection in Learning Core
  • Components installed with Learning
  • Career Assessment
  • Exploring Career Assessment
  • Configuring Career Assessment
  • Using Career Assessment
  • Create exam catalogs
  • Define user access for an exam catalog
  • Add exams to a catalog
  • Create an exam
  • Add questions to an exam
  • Add options to a question
  • Add exams to a learning path from Career Assessment
  • View an exam instance
  • View number of exam instance attempts
  • Career Assessment reference
  • Components installed with Career Assessment
  • Exam form
  • Question form
  • Question option form
  • Learning internal content form
  • Exam instance form
  • Exam instance attempt form
  • Mentoring
  • Exploring Mentoring
  • Mentoring home page
  • Configuring Mentoring
  • Add a new Mentoring participant
  • Create a Mentoring program
  • Create a Mentoring relationship
  • Using Mentoring
  • Enroll as a mentor or mentee
  • Search for a mentor
  • Edit mentee preferences
  • Edit mentor preferences
  • Request a connection
  • Withdraw a mentoring request
  • Accept or Decline a mentorship request
  • View suggested mentors
  • View match insights
  • View mentoring requests
  • Mentoring reference
  • Components installed with Mentoring
  • Mentoring relationship form
  • Edit mentee preferences form
  • Mentor preferences form
  • Employee Goals
  • Exploring Employee Goals
  • Employee Goals overview
  • Installing and configuring Employee Goals
  • Install the Employee Goals application
  • Integrations for Employee Goals
  • Using Employee Goals
  • View your employee goals
  • Employee Goals reference
  • Employee Goals table
  • Talent Feedback
  • Exploring Talent Feedback
  • Configuring Talent Feedback
  • Using Talent Feedback
  • Working with Skill feedback in Talent Feedback
  • Request skill feedback
  • Request feedback from skill distribution
  • Request skill feedback from skill expectations
  • Request skill feedback
  • View and submit feedback
  • Decline a feedback request
  • View skill feedback submitted
  • View feedback requests
  • Begin a discussion from a Talent Feedback request
  • Talent Feedback reference
  • Components installed with Talent Feedback
  • Skills Intelligence
  • Exploring Skills Intelligence
  • Skills Intelligence Workspace
  • Bring in skills through Skills import
  • Dynamic skill import for harmonization
  • Workday spoke integration in Skills Intelligence
  • Review the imported skills
  • Working with job architecture
  • Creating a new role group through the Skills Intelligence Workspace
  • Add more skills to a role group
  • Edit skills and proficiencies in the Skills Matrix
  • Create related role groups
  • Employee skills profile
  • Solve the challenge of adoption with Proactive Prompts
  • Pre-seeding employee skills
  • Configuring Skills Intelligence
  • Install Skills Intelligence
  • Download default industry skills data
  • Load your custom skills into Skills Intelligence
  • About Job Architecture
  • Load job architecture data into your ServiceNow instance
  • Creating a job level progression
  • Set the job proficiency level automatically
  • Adding role groups and role levels for skills administration
  • Map a role level to the employee profile manually
  • Map industry titles to role levels
  • Adding a skill in Skills Intelligence
  • Add the Career tab and enable the Skills widget in the Employee Profile
  • Use a custom tab for the Career tab in Skills Intelligence
  • Using Skills Intelligence
  • Import skills from your resume or LinkedIn profile
  • Add skills as part of your onboarding journey
  • Update your skill proficiency level
  • Add skills by using the skill recommender
  • Delete skills from skills profile
  • Proactive Prompts for Skills Intelligence
  • Validate skills in Manager Hub
  • Skills Intelligence Reference
  • Components installed with Skills Intelligence
  • Hiring Core
  • Proficiency level autofill configuration form
  • Granular Delegation
  • Exploring Granular Delegation
  • Setting up Granular Delegation
  • Activate Granular Delegation
  • Add delegation rule tables
  • Create delegation rules
  • Create delegation rule categories
  • Create a delegate
  • Using Granular Delegation
  • Health and Safety
  • Health and Safety Incident Management
  • Exploring Health and Safety Incident Management
  • Health and Safety Workspace
  • Health and Safety user profile
  • Health and Safety Incident Management workflow example
  • Setting up Health and Safety Incident Management
  • Install Health and Safety Incident Management
  • Set up your workplace location data
  • Configure groups for Health and Safety
  • Configure property to set employee hours worked
  • Configure scheduled job to generate frequency rates
  • Disable the safety incident playbook
  • Enable a table for configuring report field mapping
  • Create a safety report field mapping
  • Assign Health and Safety profile to a user
  • Submitting safety incidents and observations
  • Submit a safety incident as an employee
  • Submit a safety observation as an employee
  • Create a safety incident or observation as a safety agent or supervisor
  • Managing Health and Safety incidents and observations
  • Assign a safety incident or observation
  • Work on a safety incident
  • Add hazards and log sequence of events for a safety incident
  • Manage people involved in a safety incident
  • Log an injury and illness
  • Associate an asset with a safety incident
  • Perform root cause analysis for a safety incident
  • Work on a safety observation
  • Create an HR case from an injury or illness
  • Create a return to work case from an injury or illness
  • Add an action for a safety incident or observation
  • Share an action with other teams
  • Add a Health and Safety related document
  • Generate a report for a safety incident, observation, or injury
  • Close a safety incident or observation
  • Reopen a safety incident or observation
  • Managing an anonymous safety concern
  • Submit an anonymous safety concern
  • Follow up on an anonymous report
  • Work on an anonymous safety concern
  • Managing safety meetings
  • Log a safety meeting
  • Add attendees to a safety meeting
  • Create a meeting minute for a safety meeting
  • Scheduling Health and Safety actions
  • Create a Health and Safety action schedule
  • Health and Safety Incident Management reference
  • Components installed with Health and Safety Incident Management
  • Injury and illness fields
  • People Involved form
  • Health and safety action schedule form
  • Health and Safety action form
  • Health and Safety document form
  • Health and Safety profile form
  • Health and Safety meeting form
  • Health and Safety meeting attendee form
  • Domain separation and Health and Safety Incident Management
  • Health and Safety injury and illness reports
  • Manage the list of establishments
  • Add total hours worked for an establishment
  • Health and Safety Incident Management OSHA Content Pack
  • Setting up the OSHA Content Pack
  • Install Health and Safety Incident Management OSHA Content Pack
  • Update an OSHA form PDF template
  • Generate an OSHA 301 form
  • Generate an annual OSHA 300 or 300A form
  • View a saved OSHA 300 and 300A form
  • Health and Safety Incident Management OSHA Content Pack reference
  • Components installed with Health and Safety Incident Management OSHA Content Pack
  • Health and Safety Incident Management OSHA Content Pack properties
  • Health and Safety Case Management
  • Exploring Health and Safety Case Management
  • Configuring Health and Safety Case Management
  • Install Health and Safety Case Management
  • Configure HR service for creating an HR case for an injury
  • Submitting Health and Safety cases
  • Ask a Health and Safety question from Employee Center
  • Submit a safety compensation claim
  • Create a safety case from Health and Safety Workspace
  • Work on a Health and Safety case
  • Health and Safety Case Management reference
  • Components installed with Health and Safety Case Management
  • Health and Safety case form
  • Domain separation and Health and Safety Case Management
  • Health and Safety Contractor Management
  • Exploring Health and Safety Contractor Management
  • Configuring Health and Safety Contractor Management
  • Install Health and Safety Contractor Management
  • Assign Health and Safety profile to a contractor worker
  • Managing contractors for health and safety
  • Register a contractor company through Employee Center
  • Add a contractor company from Health and Safety Workspace
  • Assign a task to a contractor worker
  • Add a document to a contractor worker
  • Grant site access to a contractor worker
  • Health and Safety Contractor Management reference
  • Components installed with Health and Safety Contractor Management
  • Domain separation and Health and Safety Contractor Management
  • Health and Safety Risk Management
  • Exploring Health and Safety Risk Management
  • Setting up Health and Safety Risk Management
  • Install Health and Safety Risk Management
  • Create a safety risk category
  • Define Health and Safety hazards
  • Create a safety control measure category
  • Define Health and Safety control measures
  • Configure a safety risk matrix
  • Define a job in the job register
  • Configure a safety inspection or audit survey
  • Define a category and measurement unit for an exposure type
  • Configure permit-to-work
  • Configure a permit to work request
  • Configure a permit type
  • Configure a permit checklist
  • Using Health and Safety Risk Management
  • Job safety analysis
  • Submit a JSA from Employee Center
  • View submitted JSAs in the workspace
  • Safety risk assessment
  • Conduct a safety risk assessment
  • Add a risk and its control measures for a safety risk assessment
  • Import hazards and controls from a job
  • Add an action for a safety risk
  • Safety inspections and audits
  • Set up a safety inspection schedule
  • Create and manage a safety inspection
  • Set up a safety audit schedule
  • Create and manage a safety audit
  • Complete a safety inspection or audit survey through Employee Center
  • Add a finding and root cause analysis for a safety inspection
  • Add a finding and root cause analysis for a safety audit
  • Add an action for a safety inspection or audit
  • Add an action from survey response in safety inspection through Employee center
  • Assign safety inspection to agents
  • Safety registers
  • Manage your safety registers
  • Access a safety register document in Employee center
  • Safety exposure management
  • Define an exposure type
  • Create an exposure assessment for an exposure type
  • Perform an exposure assessment for a location
  • Define an action schedule for affected people
  • Add a measurement and exposure source for an exposure assessment
  • Permit-to-work
  • Create a permit-to-work request
  • Approve or reject a permit
  • Issue a permit to work
  • Add an action to a health and safety permit-to-work request
  • Health and Safety Risk Management reference
  • Components installed with Health and Safety Risk Management
  • Submit JSA form
  • Risk matrix form
  • Risk assessment form
  • Inspection schedule form
  • Audit schedule form
  • Finding form
  • Action schedule form for an exposure
  • Permit-to-work form
  • Choice new record form
  • Variable set new record form
  • Variable new record form
  • Domain separation and Health and Safety Risk Management
  • Mobile experience for Health and Safety
  • Configure mobile apps to access Health and Safety applications
  • Add Health and Safety launcher tab to Now Mobile app configuration
  • Configure offline mode in the Now Mobile app for Health and Safety
  • Submit a safety incident or observation through the Now Mobile app
  • Report a safety incident or observation in the offline mode
  • Access safety knowledge articles through the Now Mobile app
  • Submit a JSA through the Now Mobile app
  • View a safety register document in the Now Mobile app
  • Complete a safety inspection or audit survey in the offline mode
  • Configure the create action check box for safety inspection survey in the Mobile Agent app
  • Add actions for safety inspections survey in Mobile Agent app
  • Create and manage a safety inspection in Mobile Agent app
  • Safe Workplace
  • Employee Readiness Surveys
  • Install Employee Readiness Surveys
  • Configure Employee Readiness Surveys notifications
  • Configure Employee Readiness Surveys
  • Employee Health Screening
  • Install Employee Health Screening
  • Configure Employee Health Screening
  • Add message for users during health screening
  • Add an email notification for daily health verification
  • Verify your health status and compliance
  • Conduct a health screen for entry
  • Screen a visitor for entry to the workplace
  • Monitor progress with the Employee Health Screen Overview dashboard
  • View entry requests
  • Workplace Core
  • Install Workplace Core
  • Components installed with Workplace Core
  • Properties installed with Workplace Core
  • Providing your workplace data
  • Create records for your workplace data
  • Upload a workplace floor plan
  • Update a workplace floor plan
  • View your workplace floor plan update logs
  • Configuring spreadsheets to import workplace data
  • Import your workspaces data from an Excel spreadsheet
  • Add a space type configuration
  • Mapping employees to their designated workspaces
  • Map designated workspaces to user profiles
  • Assign the workplace user role to employees
  • Configuring shifts for your workplace
  • Define shifts for your workplace
  • Assign employees to a shift
  • Associate areas and spaces with a shift
  • Managing workplace shifts that you own
  • Managing workplace reservations for employees
  • Define the capacity of workplace areas
  • Create workplace reservations for an employee
  • Create workplace reservations for multiple employees
  • Review pending workplace reservation requests
  • Setting and tracking arrivals at the workplace
  • Define arrival schedules at the workplace for employees
  • Schedule your arrival time at a workplace location
  • Updating arrival schedules at the workplace
  • Making workplace reservations
  • Request a workplace reservation for multiple days
  • Reserve a workplace for a day
  • Approve employee workplace reservation requests
  • Managing workplace tasks
  • Configure a workplace task template
  • Create a workplace task checklist
  • Save a workplace task checklist as a template
  • Configure a workplace task signing template
  • Create planned task definitions
  • Generate planned workplace tasks
  • Create an ad hoc workplace task
  • Sign a completed workplace task
  • Workplace knowledge management
  • Create a workplace knowledge base article
  • Publish a workplace knowledge base article
  • View workplace knowledge base articles
  • Modify a workplace knowledge base article
  • Workplace Service Portal
  • Workplace dashboards
  • Workplace Manager Dashboard
  • Workplace dashboard in Workplace Service Portal
  • Workplace PPE Inventory Management
  • Install Workplace PPE Inventory Management
  • Set up Workplace PPE Inventory Management
  • Create models for PPE items
  • Add PPE models to Service Catalog
  • Add PPE stock
  • Reduce PPE stock
  • Create stock rules for PPE
  • PPE Inventory Overview dashboard
  • Request PPE
  • Fulfill a request for PPE
  • Assign PPE to employees
  • Safe Workplace Dashboard
  • Install the Safe Workplace Dashboard
  • Create a campus to appear on the Safe Workplace Dashboard
  • Auto-map a location and create a campus
  • Manually map a location and campus
  • Manually map a location to a campus (Workplace Core)
  • Alert types used with the Safe Workplace Dashboard
  • Using the Safe Workplace Dashboard
  • Add a vaccination widget to the Safe Workplace Dashboard
  • Contact Tracing
  • Install Contact Tracing
  • Setting up Contact Tracing
  • Set up Contact Tracing properties
  • Domain separation and Contact Tracing
  • Modify the scheduled data import job
  • Configure the time zone setting for badge and daily log data
  • Configure an email notification for the daily contact log
  • Configure an Emergency Outreach notification for the daily contact log
  • Configure Contact Tracing data retention settings
  • Create a requirement for potentially exposed contacts to return to work
  • Create a requirement for employees to acknowledge the privacy consent request
  • Configure an email notification for an exposure notice
  • Configure an Emergency Outreach notification for the exposure notice
  • Configure contact tracing visualization to show vaccination status
  • Setting up data privacy consent settings for Contact Tracing
  • Modify or add a privacy consent template for Contact Tracing
  • Generate location-based privacy configurations for Contact Tracing
  • Create a custom Emergency Outreach notification channel
  • Configure an email notification for a privacy consent request
  • Configure an Emergency Outreach notification for Contact Tracing privacy consents
  • Map handheld computing devices assigned to employees
  • Configure KINEXON integration
  • Virtual Agent conversations for Contact Tracing
  • Maintaining user data privacy in Contact Tracing
  • User privacy consent for Contact Tracing
  • Send an Emergency Outreach notification for employee privacy consents in Contact Tracing
  • Respond to a request for privacy consent in Contact Tracing
  • Review user privacy consents in Contact Tracing
  • Collecting user badge data
  • Add badge reader details
  • Add user badges
  • Import your badge reader data from an Excel spreadsheet
  • Collecting risk scores in Contact Tracing
  • Configure Devvio integration
  • Retrieving Wi-Fi access log data
  • Add wearable devices assigned to employees
  • Create an organization and load sites
  • Configure Cisco DNA Spaces settings for Wi-Fi access logs
  • Import your Wi-Fi access logs spreadsheet
  • Use Wi-Fi access logs from Mist Systems
  • Use imported Wi-Fi access logs
  • Tracking employee contacts using daily logs
  • Send an Outreach notification for the daily contact log
  • Submit a list of contacts that you interacted with at the workplace
  • Review daily log responses
  • Managing cases to follow up with potentially exposed contacts
  • Create a case for an affected employee
  • Identify potentially exposed contacts
  • Send notification to potentially exposed contacts in a case
  • Create a case task to follow up with an exposed employee
  • Follow up with potentially exposed contacts
  • Working on a case through contact tracing visualization
  • Health and Safety Testing
  • Install Health and Safety Testing
  • Configure Health and Safety Testing
  • Request a COVID-19 diagnostic test
  • Report your COVID-19 diagnostic test result
  • Review your health test results
  • Confirm COVID-19 test results for a user
  • Health and Safety Testing dashboard
  • Employee Readiness Core
  • Install Employee Readiness Core
  • Employee Health and Safety Status
  • Set up Employee Health and Safety Status properties
  • Create health and safety user records
  • Activate a health and safety requirement
  • Create a health and safety requirement
  • Deactivate a health and safety requirement
  • Included health and safety requirements
  • View your health and safety status
  • View your users' health and safety status
  • Invite a visitor to the workplace
  • Add a Safe Workplace audience
  • Synchronize Employee Readiness Core visitors with Workplace Visitor Management
  • My Safe Workplace
  • Maintaining privacy consent in Employee Readiness Core
  • Setting up privacy consent settings
  • Modify or add a privacy consent template
  • Generate location-based privacy configurations
  • Send an Emergency Outreach notification for employee privacy consents
  • Submitting privacy consents
  • Review user privacy consents
  • Employee Readiness Core Approval Portal
  • Enterprise Employee Experience Pack
  • Install Enterprise Employee Experience Pack
  • Return to Workplace campaigns
  • Accessing the Return to Workplace campaign
  • Return to Workplace Location Readiness and Employee Return to Workplace lifecycle events
  • Accessing the lifecycle events
  • Employee Return to Workplace lifecycle event
  • Return to Workplace Location Readiness lifecycle event
  • Return to Workplace Knowledge Management
  • Accessing the Return to Workplace knowledge articles
  • Employee Travel Safety
  • Install Employee Travel Safety
  • Configure Employee Travel Safety
  • Request permission to travel
  • Manage a travel request
  • Cancel a travel request
  • Vaccination Status
  • Install Vaccination Status
  • Set up Vaccination Status properties
  • Automating vaccine response reviews
  • Validate vaccine responses automatically
  • Automate reviews of vaccine responses
  • Automating vaccine response reviews with the Azure Form Recognizer service
  • Configure Azure Form Recognizer integration for automatic vaccine response reviews
  • Configure country-specific data retention settings for Vaccination Status
  • Set up privacy consent for Vaccination Status
  • Configure vaccine or vaccine booster types for Vaccination Status
  • Virtual Agent conversations for Vaccination Status
  • Report vaccination status to your organization
  • Review your vaccine responses
  • Confirm the reported vaccination status for a user
  • Request a vaccine exemption
  • Confirm a vaccine exemption request for a user
  • Viewing vaccine profile records
  • Vaccination Status dashboard
  • Integrating with Safe Workplace suite
  • Subscribe to request for entry updates
  • Send data to the Employee Health Screening log
  • Get employee or visitor health data
  • Safe Workplace for mobile
  • Install Safe Workplace for mobile
  • Report your health status in Now Mobile
  • View your health status in Now Mobile
  • Manage the status of your direct reports in Now Mobile
  • Reassign tasks to your team members in Now Mobile
  • Domain separation and Safe Workplace suite
  • Workplace Service Delivery
  • Workplace Service Delivery applications
  • Workplace Service Delivery Professional vs. Workplace Service Delivery Enterprise
  • Workplace Core
  • Explore Workplace Core
  • Workplace Service Portal
  • Workplace services on the Employee Center portal
  • Virtual Agent for Workplace Service Delivery
  • Configure Workplace Core
  • Install Workplace Core
  • Providing your workplace data
  • Create records for your workplace data
  • Upload a workplace floor plan
  • Update a workplace floor plan
  • Configuring spreadsheets to import workplace data
  • Activate Virtual Agent for Workplace Service Delivery
  • Manage workplace safety activities
  • Import your workspaces data from an Excel spreadsheet
  • Add a space type configuration
  • Block a workplace location
  • Configure Workplace entity and entity types
  • Add a workplace entity type
  • Add workplace entities to an entity type
  • Enable favorites option for Workplace Service Portal
  • Create a workplace performer criteria
  • Create an approval definition
  • Add a workplace approval configuration
  • Mapping employees to their designated workspaces
  • Map designated workspaces to user profiles
  • Set the primary location of a workplace profile
  • Assign the workplace user role to employees
  • Configuring shifts for your workplace
  • Define shifts for your workplace
  • Assign employees to a shift
  • Associate areas and spaces with a shift
  • Managing workplace shifts that you own
  • Update details of the shifts that you own
  • Review workplace reservations for shifts that you own
  • Managing workplace reservations for employees
  • Define the capacity of workplace areas
  • Create workplace reservations for an employee
  • Create workplace reservations for multiple employees
  • Review pending workspace reservation requests
  • Setting and tracking arrivals at the workplace
  • Define arrival schedules at the workplace for employees
  • Update arrival schedules at the workplace
  • Approve employee workplace reservation requests
  • Managing workplace tasks
  • Configure a workplace task template
  • Create a workplace task checklist
  • Save a workplace task checklist as a template
  • Configure a workplace task signing template
  • Create planned task definitions
  • Generate planned workplace tasks
  • Create an ad hoc workplace task
  • Sign a completed workplace task
  • Apply the archive rule
  • Workplace knowledge management
  • Create a workplace knowledge base article
  • Publish a workplace knowledge base article
  • View workplace knowledge base articles
  • Modify a workplace knowledge base article
  • QR code management
  • Generate and print QR code for a space or room
  • Manage QR codes
  • Location migration
  • Configure location migration hierarchy
  • Migrate locations from Location table to Workplace locations table
  • Set the location type in Location table
  • View workplace service usage analytics with Usage Insights
  • Request employee-related services
  • Schedule your arrival time at a workplace location
  • Making workplace reservations
  • Request a workplace reservation for multiple days
  • Reserve a workplace for a day
  • Manage workplace activities and services with Location directory
  • Configure map properties for Location Directory
  • Work with the Map view on the Location Directory
  • Work with the Card view on the Location directory
  • Analytics and reporting solutions for Workplace Core
  • View your workplace floor plan update logs
  • Workplace dashboards
  • Workplace manager dashboard
  • Workplace dashboard in Workplace Service Portal
  • Workplace Core references
  • Components installed with Workplace Core
  • Properties installed with Workplace Core
  • Workplace Profile Location Assignment form
  • Workplace location assignment anomaly types
  • Reserve a space form
  • Workplace Reservation Management
  • Explore Workplace Reservation Management
  • Make a reservation
  • Standard services
  • Configure Workplace Reservation Management portal
  • Install Workplace Reservation Management
  • Add a workplace space for reservation
  • Add a workplace room for reservation
  • Configure a reservable module
  • Configure a reservable module to group spaces in an area
  • Add workplace locations to a reservable module
  • Generate and print a QR code for a reservable module
  • Create a record producer to add additional details
  • Configure reservable module with additional details
  • Assign spaces to an area
  • Create a standard service
  • Add a standard service to workplace
  • Create a flexible service
  • Add a flexible service to workplace item
  • Create a workplace service to provide an extra service for a reservation
  • Create a reservable view
  • Configure a reservable view on a reservable module
  • Create a user criteria record
  • Apply user criteria on a reservable module
  • Configure a reservable purpose
  • Add a reservable purpose to a workplace item
  • Create a quick reservation time slot
  • Add a time slot to a reservable module
  • Configure virtual meeting providers
  • Configure Microsoft Teams as virtual meeting provider
  • Connect Workplace Reservation Management with Microsoft Teams
  • Authenticate Microsoft Teams with Microsoft Azure
  • Setup OAuth connectivity with Microsoft Teams Connections spoke for virtual meeting
  • Setup OAuth connectivity between ServiceNow and Microsoft Teams Graph
  • Create credential for Microsoft Teams Communication
  • Create connection and credential for Microsoft Teams Graph
  • Connect Workplace Reservation Management with Zoom
  • Setup OAuth connectivity between ServiceNow and Zoom
  • Create connection and credential for Zoom
  • Display permanent seat assignments on floor maps
  • Display name of the person reserving a space
  • Configure automatic check-in for reserved spaces
  • Reserve workplace items
  • Create a reservation
  • Create reservation for multiple workplace items
  • Create multi-building reservations
  • Create neighborhood reservations
  • Enable shift-based reservation
  • Create a reservation along with a shared reservation
  • Create a reservation including a virtual meeting link
  • Create a shift reservation
  • Create a group reservation
  • Share, modify, or cancel a reservation
  • Reserve a workplace using the Quick Reservation widget
  • Download an iCalendar for a reservation
  • Set a location as favorite using the Space details page
  • Auto-resolve recurring reservations
  • Create a multi-day reservation
  • Manage employee reservations
  • View or update reservations
  • Approve a reservation
  • Analytics and Reporting Solutions for Workplace Reservation Management
  • Reservation Management dashboard
  • Workplace Reservation Management references
  • Components installed with Workplace Reservation Management
  • Properties installed with Workplace Reservation Management
  • Workplace Reservation Management - Field descriptions
  • Space form
  • Add a room form
  • User criteria form
  • Proximity calculation when browsing near a person
  • Reservable module derivation logic for Space details
  • Mobile push notifications for workplace reservations
  • Location privacy settings and impact
  • Additional details record producer - Mapping Variable types and limitations
  • Workplace Case Management
  • Explore Workplace Case Management
  • Workplace Services
  • Raise workplace service requests
  • Case and Task Templates
  • Configure Workplace Case Management
  • Install Workplace Case Management
  • Create a Workplace case template
  • Create a User acceptance Workplace case template
  • Create a Workplace task template
  • Configure Approval options
  • Configure a Record producer
  • Create an SLA Definition
  • Create a Workplace service
  • Create a Workplace service activity
  • Add a workplace service item to a workplace service
  • Make a workplace service item available to a workplace location
  • Create a workplace template configuration
  • Create a workplace field mapping
  • Configure an escalation rule
  • Add Fulfillment instructions
  • Group similar workplace cases under a parent case
  • Request a workplace service
  • Reconfigure an office space
  • Raise help request for a workplace inquiry
  • Raise a move request for a space change
  • Request furniture for a space
  • Raise a space assistance request
  • Submit a maintenance request
  • Edit a workplace request
  • Manage Workplace cases
  • View and track workplace cases
  • Workplace Service Delivery integration with Universal Request
  • Configure a workplace service record producer as a Universal Request
  • Create a workplace case from Universal Request
  • Work on a workplace case from a Universal Request
  • Transfer a workplace case created from a universal request
  • Analytics and Reporting Solutions for Workplace Case Management
  • Workplace Case dashboard
  • Workplace Case Management references
  • Components installed with Workplace Case Management
  • Properties installed with Workplace Case Management
  • Workplace Service form
  • Workplace Visitor Management
  • Exploring Workplace Visitor Management
  • Visitor registration
  • Configure Workplace Visitor Management
  • Install Workplace Visitor Management
  • Create a visitor policy
  • Assign visitor policy to a workplace location
  • Create a record producer for visitor management
  • Create a visitor badge template
  • Assign badge templates to a workplace location
  • Configuring Workplace Visitor Management for Workplace Services Kiosk
  • Configure pages for Workplace Services Kiosk
  • Create a flow for Workplace Services Kiosk
  • Quick start test for Workplace Visitor Management
  • Run quick start test for Workplace Visitor Management
  • Register a visitor
  • Make a visitor registration
  • Manage visitor registrations
  • Update a visitor registration
  • View visitor registrations
  • Visitor registration states
  • Anonymize a visitor
  • Apply visitor management archive policy
  • Workplace Visitor Management references
  • Components installed with Workplace Visitor Management
  • Properties installed with Workplace Visitor Management
  • Kiosk Check-in Flow Configuration form
  • Kiosk Check-out Flow Configuration form
  • Kiosk Page Configuration form
  • Kiosk Page Customizations
  • Location Policy form
  • Analytics and Reporting Solutions for Workplace Visitor Management
  • View visit logs
  • Visitor Reception Dashboard
  • Workplace Calendar Synchronization
  • Explore Workplace Calendar Synchronization
  • Configure Workplace Calendar Synchronization
  • Install Workplace Calendar Synchronization
  • Setup Workplace Calendar Synchronization
  • Set Workplace Calendar Synchronization properties
  • Microsoft Exchange Online - Calendar synchronization
  • Create a normal mode connection with Microsoft Exchange Online
  • Configure Microsoft Azure in normal mode
  • Create a connection with Microsoft Exchange Online spoke
  • Set up OAuth connection with Microsoft Exchange Online
  • Configure Connection and credential alias for Microsoft Exchange Online using the default credentials and connections
  • Create your own connection and credential alias for Microsoft Exchange Online
  • Configure Microsoft Exchange Online calendar provider
  • Create a strict mode connection with Microsoft Exchange Online
  • Configure Microsoft Azure
  • Create connection with Microsoft Exchange Online Spoke in strict mode
  • Create a strict mode configuration in Microsoft Exchange Online
  • Setup strict mode OAuth connectivity with Microsoft Exchange Online
  • Configure strict mode Connection and Credential alias for Microsoft Exchange Online
  • Create your own credential and connection alias for strict mode
  • Configure Microsoft Exchange Online calendar provider in strict mode
  • Create a personal authentication mode connection with Microsoft Exchange Online
  • Configure Microsoft Azure
  • Configure resource rooms in Microsoft Exchange Online
  • Setup personal authentication mode OAuth connectivity with Microsoft Exchange Online
  • Configure personal authentication mode Connection and Credential alias for Microsoft Exchange Online
  • Configure your own connection and credential alias for personal authentication mode
  • Configure Microsoft Exchange Online calendar provider in personal authentication mode
  • Configure the webhook registry of Microsoft Exchange Online spoke
  • Create single or multiple calendar providers with Microsoft Exchange Online
  • Approve a reservation
  • Reservation approvals in Microsoft Exchange Online
  • Google Calendar - Calendar synchronization
  • Authenticate Google for calendar synchronization
  • Create a Connection and credential record for Google
  • Configure your own Google connection and credential alias
  • Setup OAuth connectivity with Google Calendar
  • Create your own connection and credential alias for Google
  • Configure Google as calendar provider
  • Microsoft Exchange On-Premises - Calendar synchronization
  • Create a normal mode connection for Microsoft Exchange On-Premises
  • Connect Microsoft Exchange On-Premises MID server with ServiceNow
  • Create a Connection and credential alias for Microsoft Exchange On-Premises
  • Configure Microsoft Exchange On-Premises as calendar provider
  • Create a strict mode connection for Microsoft Exchange On-Premises
  • Connect Microsoft Exchange On-Premises MID server with ServiceNow
  • Create a strict mode Connection and credential alias for Microsoft Exchange On-Premises
  • Configure Microsoft Exchange On-Premises as calendar provider in strict mode
  • Create single or multiple providers with Microsoft Exchange On-Premises
  • Add a Reservable Sync Configuration
  • Activate or deactivate a Reservable sync configuration
  • No request handling
  • Synchronize past reservations
  • Export reservations to the calendar provider
  • Manage calendar synchronizations
  • View synchronization details
  • Events in Workplace Calendar Synchronization
  • Synchronization - Prerequisites and implementation
  • Run Instance scan to check Microsoft Exchange Online synchronization configuration
  • Analytics and Reporting Solutions for Workplace Calendar Synchronization
  • Synchronization Health Dashboard
  • Workplace Calendar Synchronization references
  • Components installed with Workplace Calendar Synchronization
  • Properties installed with Workplace Calendar Synchronization
  • Scheduled jobs installed with Workplace Calendar Synchronization
  • Flows installed with Workplace Calendar Synchronization
  • Instance scan findings
  • Workplace Space Mapping
  • Explore Workplace Space Mapping
  • Configure Workplace Space Mapping
  • Setting up Workplace Space Mapping
  • Maintain Workplace Service Delivery Mappedin credentials
  • Customize the map properties
  • Configure Workplace Indoor Mapping
  • Install Workplace Indoor Mapping dependent plugins
  • Create a new Indoor Mapping space
  • Configure Mappedin
  • Install the Mappedin integration
  • Maintain import properties
  • Convert Mappedin data to Workplace Space Mapping data
  • Maintain type mappings
  • Import a new building - Mappedin
  • Import an existing building - Mappedin
  • Using Workplace Space Mapping
  • Use external IDs to match spaces between Workplace Service Delivery for Mappedin
  • Mobile Wayfinding Administration
  • Workplace Space Mapping reference
  • Components installed with Workplace Space Mapping
  • Properties installed with Workplace Space Mapping
  • Workplace Space Management
  • Exploring Workplace Space Management
  • Space Optimization
  • Scenario Planning
  • Schedule Planning
  • Allocation - types, setting, and impact
  • Configuring Workplace Space Management
  • Install Workplace Space Management
  • Managing workplace locations
  • Add a campus
  • Add a building using Workplace Space Management
  • Add a floor using Workplace Space Management
  • Add an area using Workplace Space Management
  • Add a room using Workplace Space Management
  • Add a space using Workplace Space Management
  • Configure a space type as usable with Workplace Space Management
  • Allocate a cost center, department, or workplace entity
  • Configure a workspace or desk as flexible or permanent
  • Update the measurement details of a workplace location
  • Change the status of a workplace location
  • Configure a BOMA type
  • Map a space type with BOMA type
  • Create a Space Recommender rule
  • Configure a Space Recommender Rule set
  • Add space recommender rules to a space recommender rule set
  • Raise a space assistance request
  • Create a view-by configuration
  • Reviewing allocation changes
  • Managing Neighborhoods
  • Create a neighborhood for workplace users
  • Add a user to the neighborhood
  • Add or edit a neighborhood assignment of a workplace profile
  • Edit a user assignment of a neighborhood
  • Add or edit the workplace location of a user in the neighborhood
  • Workplace Space Management references
  • Components installed with Workplace Space Management
  • Properties installed with Workplace Space Management
  • View by Configuration form
  • Workplace Maintenance Management
  • Exploring Workplace Maintenance Management
  • Configuring Maintenance Management
  • Install Workplace Maintenance Management
  • Manage Workplace Maintenance Management plans
  • Create and publish maintenance plans
  • Maintenance plan calendar view
  • Create or copy a maintenance schedule
  • Workplace planned maintenance scheduled job
  • Create workplace services
  • Create plan service configuration
  • Workplace maintenance cases
  • Workplace Maintenance Management dashboard and analytics
  • Workplace Maintenance Management references
  • Maintenance plan schedule examples
  • Components installed with Workplace Maintenance Management
  • Workplace Lease Administration
  • Exploring Workplace Lease Administration
  • Configure Workplace Lease Administration
  • Activate Workplace Lease Administration
  • Using Workplace Lease Administration
  • Working with Workplace Lease Administration from the Core UI
  • Create workplace contracts in Core UI
  • Add a workplace contract service to a contract in Core UI
  • Add a workplace contract location in Core UI
  • Add assets to a workplace contract in Core UI
  • Add and build contract terms and conditions in Core UI
  • Add a document to a workplace contract in Core UI
  • Submit workplace contract for review in Core UI
  • Approve or reject a workplace contract in Core UI
  • Working with Workplace Lease Administration from the Workplace Central
  • Create workplace contracts in Workplace Central
  • Add a workplace contract service in Workplace Central
  • Add workplace contract locations in Workplace Central
  • Add asset to workplace contract in Workplace Central
  • Add and build terms and conditions in Workplace Central
  • Add documents to a workplace contract in Workplace Central
  • Submit a workplace contract for review in Workplace Central
  • Approve or reject workplace contract in Workplace Central
  • Manage workplace contracts
  • Manage workplace contracts from Core UI
  • Renew workplace contract in Core UI
  • Adjust workplace contract in Core UI
  • Cancel workplace contract in Core UI
  • Manage workplace contracts from Workplace Central
  • Renew workplace contract in Workplace Central
  • Adjust workplace contract in Workplace Central
  • Cancel workplace contract in Workplace Central
  • Workplace Lease Administration references
  • Workplace contract new record form
  • Components installed with Workplace Lease Administration
  • Scripts installed with Workplace Lease Administration
  • Workplace Reservations for Microsoft Outlook Add-in
  • Explore Workplace Reservations for Microsoft Outlook Add-in
  • Configure Workplace Reservations for Microsoft Outlook Add-in
  • Install Workplace Reservations for Microsoft Outlook Add-in
  • Create a manifest file for Microsoft Outlook Add-in
  • Upload the manifest file for a single user
  • Upload the manifest file in Microsoft Office 365
  • Make a reservation using Workplace Reservations for Microsoft Outlook Add-in
  • Workplace Reservations for Microsoft Outlook Add-in references
  • Components installed with Workplace Reservations for Microsoft Outlook Add-in
  • Properties installed with Workplace Reservations for Microsoft Outlook Add-in
  • Workplace Move Management
  • Exploring Workplace Move Management
  • Configuring Workplace Move Management
  • Install Workplace Move Management
  • Managing Workplace Move Management requests
  • Create a move request on behalf of an employee
  • Raise a move request for a space change
  • Update a move request workplace service
  • Update a move-related workplace service record producer
  • Create a move-related knowledge base article
  • Review move conflicts
  • Analytics and reporting solutions for Workplace Move Management
  • View move requests
  • View move tasks
  • Workplace Move Management references
  • Components installed with Workplace Move Management
  • Workplace Service Delivery for Mobile
  • Exploring Workplace Service Delivery for Mobile
  • Configure Workplace Service Delivery for Mobile
  • Mobile Wayfinding Administration
  • Configure a custom map screen
  • Configure a custom Map provider
  • Enable map view to create reservations
  • Configure the Toggle map view property
  • Configure AI search for Workplace Service Delivery for Mobile
  • Manage workplace schedule and in-office presence using Workplace Service Delivery for Mobile
  • Manage your in-office presence preferences
  • Manage your workplace schedule and reservations
  • Using Workplace Service Delivery for Mobile
  • Search for a campus, building and a space using AI Search
  • Make a reservation using the Now Mobile app
  • Edit or cancel a reservation on Now Mobile app
  • Check in or check out a reservation
  • Share your reservation details with other users
  • Scan the QR code to reserve a space
  • Get directions to a workplace
  • Workplace Service Delivery for Mobile references
  • Components installed with Workplace Service Delivery for Mobile
  • Properties installed with Workplace Service Delivery for Mobile
  • Indoor Mapping
  • Explore Indoor Mapping
  • Configure Indoor Mapping
  • Install Indoor Mapping
  • Configure your map instance data
  • Configure access in Indoor Mapping
  • Indoor Mapping properties
  • Manage CAD source files
  • Autocad import requirements
  • Autocad import tool
  • Configure the AutoCAD import tool
  • CAD configuration
  • Map Configuration tab
  • CAD Editor tab
  • Configure CAD objects using the Map Configuration tab
  • Georeference your floor plan
  • Configure layers
  • Configure places
  • Configure CAD objects using the CAD Editor tab
  • Isolate a layer in the CAD editor
  • Hide or show a layer in the CAD editor
  • Drawing and editing tools in the CAD editor
  • Draw a polyline or a polygon
  • Update or add text attributes
  • Editing block attributes
  • Closing a geometry or a polyline in a layer
  • Export CAD configuration
  • Import CAD configuration
  • Edit file settings
  • Compute CAD file properties and compute space or room surface area
  • Compute Autocad floor surface area
  • Raster file requirements
  • Import Raster files
  • Manage map objects and data
  • Create a campus with buildings and floors
  • Working with boundary editor
  • Import outdoor elements
  • Manage places
  • Create Indoor Mapping icons and place types
  • Manage Directions
  • Create a connector type
  • Copy direction graphs to multiple floors
  • Edit with view editor
  • View editor content
  • Map preview
  • Print a map
  • Create Snapshots to migrate Indoor Mapping data
  • Keyboard shortcuts
  • Synchronize Indoor Mapping with Workplace Service Delivery
  • Synchronize Indoor Mapping with CMN Locations
  • Enable the CMN location property
  • Add CMN locations and map it to Indoor Mapping Place types
  • Synchronize Indoor Mapping map data with CMN location
  • Autocad tool
  • Import CAD files to Map Studio
  • Indoor Mapping references
  • Map components installed with Indoor Mapping
  • Indoor Mapping terminology
  • Snapshot Impacted tables
  • Map printing options
  • Workplace Central
  • Explore Workplace Central
  • Lists module
  • Workplace Analytics
  • Space Optimization
  • Scenario Planning
  • Schedule Planning
  • Space assistance
  • Event Planner
  • Move Management
  • Case management
  • Kiosk Indoor Mapping
  • Configure Workplace Central
  • Configure approvers of a scenario
  • Install Workplace Central
  • Use Workplace Central
  • Creating custom lists on Workplace Central
  • Create a custom list based on an existing list
  • Create a custom list based on a system table
  • Working with Space Optimization
  • Create a scenario with a building
  • Create a multi-building scenario
  • Edit and view a multi-building scenario in Stack plan
  • Edit and view a multi-building scenario on a floor map
  • Review a scenario
  • Publish a scenario
  • Send a scenario for approval
  • Change owner of a scenario
  • Deploy a scenario
  • View scenario change details
  • Create a copy of an existing scenario
  • Create a scenario and add neighborhood spaces
  • Add or edit user assignments of a neighborhood
  • View neighborhood spaces on the floor map
  • Deploy a neighborhood scenario
  • View or edit space allocations of a building
  • Edit or view a building's spaces based on workplace entities
  • Work on a space assist request
  • Map based space administration
  • Edit a building's spaces using a map
  • Move employees on a floor or to a different floor using the map
  • Working with Schedule Planning
  • Create a schedule plan
  • Edit a schedule plan
  • Cancel a schedule plan
  • Working with Workplace Analytics
  • View Space Optimization metrics
  • Run the scheduled job for the Space Optimization dashboard
  • View Occupancy Dashboard
  • View Lease Administration metrics
  • View Maintenance Management metrics
  • Run the scheduled job for the Maintenance Management dashboard
  • Manage Workplace Dashboards
  • Reservation Management dashboard
  • Workplace Case dashboard
  • Visitor Reception Dashboard
  • Synchronization Health Dashboard
  • Workplace Manager Dashboard
  • Working with Move management
  • Create a move project
  • Work on a move project
  • Working with Event planner
  • Track reservations using the Event planner
  • View reservation details in the event planner
  • Edit a reservation using the event planner
  • Working with schedule view
  • Allow Event planners to handle reservations with more flexibility
  • Move reservations between Reservable modules using the Schedule view
  • Cancel a reservation from the Event planner
  • Open and view Location directory from Event Planner
  • Working with Case management
  • Manage workplace cases using Case management
  • Create your own list to view case metrics
  • Work on a workplace case using Case management
  • Create a workplace service case
  • Create a child case and a child task
  • Cancel or delete a case
  • Working with Kiosk Indoor Mapping
  • Configure map features for kiosk
  • Configure the kiosk position and map settings
  • Configure a module for kiosk indoor mapping
  • Manage Workplace Central
  • Approve a scenario
  • View workplace scenarios
  • Raise a space assistance request
  • Approve a space assist request
  • Workplace Central reference
  • Components installed with Workplace Central
  • Space Optimization - Key features and actions
  • Scenario and Building - Views, states, settings, and key features
  • Space request approvals, states, actions, and key features
  • Move management key features and actions
  • Move project views, actions, and states
  • Workplace Central Event planner
  • Case Management - Key features, Actions & Case details
  • Schedule Plan details form
  • Scenario details form
  • Space Deployment Plan
  • User Deployment Plan
  • Workplace Connectors
  • Exploring Workplace Connectors
  • Configure Workplace Connectors
  • Install Workplace Connectors
  • Setup Workplace Connectors for badging data
  • Configure data Sources and schedule imports
  • Provider connector configuration
  • Configure badging table data
  • Configure a webhook event
  • Configure connector configuration for badging data
  • Employee attendance data
  • Attendance Analytics
  • Setup Workplace Connectors for occupancy data
  • Activate Metrikus Spoke
  • Integrate Metrikus spoke
  • Configure sensor data providers
  • Connector Configurations
  • Provider Connector Configuration
  • Configure Provider Space Mapping for occupancy data
  • Retrieving Action Configurations data
  • Provider Space Type Mappings
  • Retrieving Space Occupancy Data
  • Archive and Purge space occupancy data
  • Setup Workplace Connectors for environmental data
  • Set up Connector Configuration for Environmental sensor data
  • Provider Connector Configuration for Environmental sensors
  • Set up the Units of measure data table for environmental sensors
  • Configure environmental sensor data for a workplace location
  • Archive and purge Environmental data
  • Workplace Connectors references
  • Components installed with Workplace Connectors
  • Environmental data form for Workplace Connectors
  • Emergency Response Management
  • Emergency Outreach
  • Install Emergency Outreach
  • Configure Emergency Outreach notifications
  • Add email notifications for use with Emergency Outreach
  • Modify notifications used with Emergency Outreach
  • Add a Safe Workplace audience for Emergency Outreach
  • Configure Emergency Outreach response options
  • Create an Emergency Outreach notification channel
  • Modify or add Employee Readiness Surveys
  • Send notifications for an emergency
  • Review Emergency Outreach acknowledgements
  • Send notifications for daily health verification
  • Review daily health verification acknowledgements
  • Send a readiness survey and view responses
  • Report your health status
  • Response scripts
  • Domain separation for Emergency Outreach
  • Emergency Self Report
  • Set up Emergency Self Report
  • Report and track health statuses during an emergency
  • View self-reported user HR tasks
  • Import Crisis Task data
  • Domain separation for Emergency Self Report
  • Emergency Exposure Management
  • Install Emergency Exposure Management
  • Components installed with Emergency Exposure Management
  • Set up Emergency Exposure Management
  • Configure Microsoft Office 365 for Emergency Exposure Management
  • Tracing systems in Emergency Exposure Management
  • Set up a tracing system for an exposure data source
  • Associate a system property with a tracing system
  • System properties for tracing systems in Emergency Exposure Management
  • Create or modify a diagnostic request task configuration
  • Identify potentially exposed users
  • Fetch potentially exposed user data from a data source
  • Domain separation for Emergency Exposure Management
  • Safe Workplace for mobile
  • Install Safe Workplace for mobile
  • Report your health status in Now Mobile
  • View your health status in Now Mobile
  • Manage the status of your direct reports in Now Mobile
  • Reassign tasks to your team members in Now Mobile
  • Workplace Concierge
  • Explore Workplace Concierge
  • Configure Workplace Concierge
  • Install Workplace Concierge
  • Configure calendar sections on the Presence dashboard
  • Configure workplace space suggestions for employees
  • User Space Suggestions
  • Space suggestion Configuration
  • Manage Workplace Concierge - Employee Presence
  • View employee presence modules
  • Create custom insights using Proactive Prompts
  • Set Employee Presence
  • Set in-office days
  • Add a collaborator
  • Update your in-office days
  • Remove a collaborator
  • Update your in-office days as exceptions
  • Managing presence privacy settings
  • Workplace Concierge - Components
  • Components installed with Workplace Concierge
  • Properties installed with Workplace Concierge
  • Insights installed with Workplace Concierge
  • Workplace Concierge reference
  • Employee Presence Calendar Widget form
  • Workplace Agent for mobile
  • Explore Workplace Agent for mobile
  • Configure Workplace Agent for mobile
  • Install Workplace Agent for mobile
  • Use Workplace Agent for mobile
  • Manage workplace cases and tasks
  • Assign an unassigned case or task
  • Edit or view case details on the Workplace Agent for mobile app
  • Create a child task
  • Edit or view a child task
  • Workplace Services Kiosk
  • Explore Workplace Services Kiosk
  • Configure Workplace Services Kiosk
  • Install Workplace Services Kiosk
  • Create a kiosk configuration
  • Create a kiosk homepage
  • Create a kiosk module
  • Customize the kiosk header
  • Integrate Workplace Services Kiosk
  • Integrating Workplace Services Kiosk with Workplace Visitor Management
  • Integrating Workplace Services Kiosk with Workplace Indoor Mapping
  • Manage Workplace Services Kiosk
  • Setting up a kiosk device
  • Use Workplace Services Kiosk
  • Check in using an invite
  • Self-register as a visitor
  • Using Kiosk Indoor Mapping
  • Workplace Services Kiosk reference
  • Components installed with Workplace Services Kiosk
  • Kiosk configuration form
  • Workplace Services Kiosk error scenarios
  • Contract Management Pro
  • Explore Contract Management Pro
  • Contracts Core
  • Clause Management
  • Word Document Templates
  • Microsoft Word add-in for ServiceNow Contracts
  • Self-served and non-self-served contract requests
  • Configure Contract Management Pro
  • Install Contract Management Pro
  • Configure the Microsoft Word add-in for ServiceNow Contracts
  • Set up Contracts Core
  • Create a contract type
  • Create document template categories
  • Enable users to view email details in activity stream
  • Activate a system property to generate a certificate of completion
  • Configure reminders for expiring contracts
  • Configuring external applications for Contract Management Pro
  • Configure an external storage system
  • Configure an e-signature provider
  • Configure extension point for notifications
  • Use default email notifications
  • Configure contract templates for a contract request
  • Configure non-task tables for contract templates
  • Create contract template using Microsoft Word add-in for ServiceNow Contracts
  • Create a contract template to contain content controls
  • Add document content controls using Microsoft Word add-in for ServiceNow Contracts
  • Add and configure metadata for fields, variables, and variables sets in a contract document
  • Add and configure a signatory for a contract using the Microsoft Word add-in for ServiceNow Contracts
  • Map clauses and clause variations using the Microsoft Word add-in for ServiceNow Contracts
  • Upload and parse a Microsoft Word document that includes content controls
  • Complete clause mapping to build a clause library
  • Create contract template by manually adding content controls
  • Add content controls in a Microsoft Word document
  • Create a contract template
  • Create and configure participants
  • Participant form for contract templates
  • Classify and map imported clauses
  • Update contract template mappings
  • Publish a contract template
  • Configure contract template rules
  • Define an internal signatory rule
  • Create a contract configuration
  • Enable keyword search for contract templates
  • Configure dynamic clauses for contract templates
  • Create or edit a contract clause
  • Create a clause variation
  • Add metadata to a clause using add-in
  • Configure document templates for standard letters or documents
  • Content controls in Word Document Templates
  • Configure a Microsoft Word document template
  • Create participants for document templates
  • Participant form for Microsoft Word document templates
  • Add and configure contract request functionality
  • Add a workspace action button for initiating a contract request
  • Add access to contract request details to a form
  • Display contract documents in the contract request form
  • Enable the display of contract request details
  • Group contract documents by contract type in the contract request form
  • Provide permissions to configure default contract document information
  • Provide access to contract request fields in condition builders
  • Add access to obligation management from contract repository records
  • Configuring Contract Workspace with UI Builder components
  • Activate Contract Workspace
  • Configure AI search for Contract Workspace
  • Configure Obligation Management notifications
  • Use Contract Management Pro
  • Contract Workspace
  • Initiating a contract request
  • Initiate a self-served contract request
  • Initiate a non-self-served contract request
  • View and track contract request details
  • Assign a contract request
  • Use self-served contract request
  • Work on self-served contract requests as a contract user
  • Work on self-served contract requests as a contract fulfiller
  • Create an updated contract document revision after modifying a self-served contract request (Contract Management Pro 1.2.1)
  • Regenerate contract document after modifying request
  • Updating and synchronizing signatories
  • Resolve the failure to send external contract documents for signature (Contract Management Pro 1.2.1)
  • Resolve the failure to submit a self-serve contract
  • Resolve an error during send for signature
  • Reviewing and finalizing a self-serve contract document
  • Review a contract document
  • Work on a contract change request
  • Send a contract document for signature
  • Signature workflow for a contract request
  • Use non-self-served contract request
  • Modify a non self served contract request
  • Work on a non-self-served contract review request
  • Add contract documents to non-self-served contract request
  • Reclassify contract documents in non self served contract request
  • Modify supporting documents in the contract request
  • Add supporting documents to the contract request
  • Reclassify supporting documents in the contract request
  • Initiate an ad hoc approval for a contract document revision
  • Approve or reject a contract document
  • Cancel an ad hoc approval for a contract document revision
  • Internal review overview
  • Request an internal review
  • Work on internal review task
  • Share requested information for internal review
  • Cancel an internal review task
  • Create document revision
  • Send email to stakeholders
  • Cancel a wet signature process
  • Cancel a contract request
  • Preview and download a signed contract document
  • Obligation Management
  • Create obligation records
  • Create an ad hoc obligation task
  • Submit obligation tasks
  • Cancel an obligation task
  • Approve or reject obligation tasks
  • Search for keywords in contract templates
  • Search in Microsoft Word add-in for ServiceNow Contracts
  • Manage Contract Management Pro
  • Manage clauses and contract templates
  • Edit a contract clause variation
  • Edit a contract template by manually adding content controls
  • Edit a contract template using Microsoft Word add-in for ServiceNow Contracts
  • Edit or delete signatory using add-in
  • Create a contract template from an existing template
  • Generate and preview a contract document from a template
  • Delete a contract template
  • Manage contract records
  • View a contract record
  • Modify a contract record
  • Display the sys_id display value in generated contract documents
  • Modify assignment rule for contract requests
  • Platform Analytics Solutions for Contract Management Pro
  • Activate Analytics Pack for Contract Management Pro
  • Using the Contracts Dashboard
  • Contract Management Pro reference
  • Components installed with Contract Management Pro
  • Components installed with Contract Workspace
  • Components installed with Analytics Pack for Contract Management Pro
  • Clause Variation form
  • Contract Configuration form
  • Properties installed to configure expiry notifications
  • Properties installed to configure contracts integrations
  • Expiring Contracts Condition form fields
  • Contract Management Pro states and status
  • Action assignment form
  • UFX Add on Event mapping form
  • Obligation form
  • Obligation Management notifications
  • Legal Service Delivery
  • Legal Request Management
  • Exploring Legal Request Management
  • Setting up Legal Request Management
  • Install Legal Request Management
  • Configure a practice area table
  • Create or modify a legal catalog category
  • Create or modify a practice area
  • Add an intake form to a practice area
  • Add a subcategory for the intake form
  • Associate a matter template with an intake form
  • Assigning legal request
  • Assignment rule to automatically assign legal requests or matters
  • Activate a system property to close a long-running legal request
  • Managing record producers for legal services
  • Create or modify a record producer for legal services through Classic environment
  • Create or modify a record producer for legal services through Catalog Builder
  • Configure an external storage system for legal requests and legal matters
  • Integrating Legal Service Delivery applications with iManage storage
  • Create implementation in Scripted Extension Point
  • Use the script include for Scripted Extension Point
  • Scripted Extension Point form fields
  • Create or modify a response template for legal services
  • Configure an Action for legal services on the Standard ticket page
  • Enable and configure AI Search in Legal Service Portal
  • Requesting legal services
  • Submit a legal request
  • Viewing and tracking legal request details
  • Update a submitted legal request
  • Reopen a closed legal request
  • Managing legal requests
  • Assign a legal request
  • Work on a legal request
  • Manage attachments for a legal request
  • Document access in a legal request
  • Initiate an ad hoc approval for a legal request or its attachment
  • Cancel an ad hoc approval for a legal request
  • Approve or reject a legal request or its attachment
  • Communicate using emails from Legal Counsel Center
  • Promote a legal request to a legal matter
  • Transfer a legal request
  • Update a legal request by requester
  • Close a legal request
  • Legal Request Management reference
  • Legal Service Delivery properties
  • Components installed with Legal Request Management
  • Practice area tables for legal requests
  • Legal request record - Details tab
  • Response Template form
  • Legal Matter Management
  • Exploring Legal Matter Management
  • Engage with outside counsel
  • Setting up Legal Matter Management
  • Install Legal Matter Management
  • Enable uploading of document for external storage
  • Legal matter templates
  • Create a legal matter template
  • Create a phase template for a matter template
  • Create a task template within a phase template
  • Approve or reject a matter template
  • Configure Legal Matter Management to engage with outside counsel using Legal Tracker
  • Enable the option to engage with outside counsel for a matter
  • Configure Legal Tracker instance URL
  • Configure the webhook registry
  • Configure data to enable matter creation in Legal Tracker
  • Add outside counsel details
  • Add approval route details
  • Configure the currency symbol for activity stream
  • Assign a legal matter to a legal group user
  • Work on a legal matter
  • Initiate an ad hoc approval for a legal matter or its artifact
  • Cancel an ad hoc approval for a legal matter
  • Engage with outside counsel
  • Request Outside Counsel engagement
  • Submit outside counsel engagement request for approval
  • Approve or reject outside counsel engagement request
  • Assign task created for filling Legal Tracker details
  • Enter Legal Tracker details and submit for integration
  • Resolve errors during matter creation
  • View external matter details
  • Delete outside counsel engagement request
  • Approve or reject a legal matter or its artifact
  • Communicate using emails from Legal Counsel Center
  • Add a phase to a legal matter
  • Create a task for a legal matter
  • Complete a legal matter task
  • Approve or reject a legal matter task
  • Cancel a legal matter task
  • Create an artifact for a legal matter
  • Attach files to a legal matter artifact
  • Document access in a legal matter
  • Request document access for a legal matter
  • Remove document access of users in a legal matter
  • Add a milestone to a legal matter
  • Associate related legal requests with a legal matter
  • Associate an existing legal matter with a legal request
  • Close a legal matter
  • Reopen a legal matter
  • Legal Matter Management reference
  • Components installed with Legal Matter Management
  • Practice area tables for legal matters
  • Create Legal Tracker Outside Counsel Engagement request form
  • Scheduled jobs installed for Legal Tracker
  • Outside counsel engagement notifications
  • Legal Service Delivery Practice Applications
  • Legal Conflict of Interest
  • Exploring Legal Conflict of Interest
  • Setting up Legal Conflict of Interest
  • Install Legal Conflict of Interest
  • Configure flows for Legal Conflict of Interest
  • Requesting legal clearance for conflict of interests
  • Submit a new conflict of interest disclosure request
  • Update an existing conflict of interest disclosure request
  • Managing conflict of interest disclosure requests
  • Approve or reject a conflict of interest disclosure request
  • Update an existing conflict of interest disclosure record
  • Legal Conflict of Interest reference
  • Components installed with Legal Conflict of Interest
  • Legal Content Review
  • Exploring Legal Content Review
  • Setting up Legal Content Review
  • Install Legal Content Review
  • Reconfigure forms to use new components
  • Legal Content Review requests
  • Submit a Legal Content Review request
  • Update a Legal Content Review request
  • Assign a Legal Content Review request
  • Cancel a Legal Content Review request
  • Legal Content Review reference
  • Components installed with Legal Content Review
  • Legal Content Review form
  • Legal Digital Forensics
  • Exploring Legal Digital Forensics
  • Setting up Legal Digital Forensics
  • Install Legal Digital Forensics
  • Configure a data source for digital forensics
  • Add fulfillment instructions and checklist for a data source
  • Submitting digital forensics requests
  • Submit a digital forensic request
  • Update a submitted digital forensic request
  • Managing digital forensics requests
  • Work on a digital forensic request
  • Approve or reject the processing of custodial and non-custodial data
  • Work on a digital forensic legal matter
  • Create a task for a digital forensic legal matter
  • Work on a task for a digital forensic legal matter
  • Legal Digital Forensics reference
  • Components installed with Legal Digital Forensics
  • Legal Invention Disclosure
  • Exploring Legal Invention Disclosure
  • Configuring Legal Invention Disclosure
  • Install Legal Invention Disclosure
  • Set up Outside Firms for Legal Invention Disclosure
  • Set up Outside Counsels for Legal Invention Disclosure
  • Enable Outside Counsel to be added to Legal Invention Disclosure matters
  • Set up optional inventor rewards in Legal Invention Disclosure
  • Using the Legal Invention Disclosure
  • Create a Legal Invention Disclosure request
  • Review the Legal Invention Disclosure request
  • Respond to a request for clarification for a Legal Invention Disclosure request
  • Create a matter or add a Legal Invention Disclosure request to an existing matter
  • Associate an existing Outside Counsel to a legal matter
  • Proceed with a Legal Invention Disclosure request
  • Provide Legal Invention Disclosure request information to an outside counsel
  • Facilitate the patent review process
  • Legal Invention Disclosure reference
  • Components installed with Legal Invention Disclosure
  • Legal Invention Disclosure form
  • Legal Investigations
  • Exploring Legal Investigations
  • Better together solution: Legal Investigations and HR Service Delivery Employee Relations
  • Setting up Legal Investigations
  • Install Legal Investigations
  • Configure an allegation type and its subtypes
  • Configure system properties to update ethics complaint assignment group
  • Set up Legal Investigations with HR Service Delivery Employee Relations
  • Submitting a complaint for investigation
  • Submit a complaint through Legal Service Portal
  • Submit a complaint through Employee Center
  • Submit a complaint through the Anonymous Report Center portal
  • Access your anonymous report from the Anonymous Report Center portal
  • Managing complaint requests
  • Triaging universal requests for legal investigation complaints
  • Create an ethics legal matter from a universal request
  • Work on a legal request for a complaint
  • Work on a legal matter for a complaint
  • Add an allegation record and associate it with an involved party
  • Add an interview task to a legal matter
  • Add a recommended actions task to a legal matter
  • Manage involved parties in a legal request or legal matter
  • Legal Investigations reference
  • Components installed with Legal Investigations
  • Record producers for legal investigations
  • Ethics complaints intake form
  • Ethics complaints intake form in the Anonymous Report Center portal
  • Involved Party form
  • Legal Matter Task form for legal investigations
  • Data mapping fields
  • Legal Simple Contracts
  • Exploring Legal Simple Contracts
  • Setting up Legal Simple Contracts
  • Install Legal Simple Contracts
  • Activate Word Document Templates
  • Configure Legal Simple Contracts
  • Define a user as an internal signer
  • Create a contract type
  • Legal contract templates
  • Configure legal contract of type HTML
  • Create a document block for legal contract templates
  • Add block content in a document template block
  • Create a legal contract template of type HTML
  • Create a legal contract template of type PDF
  • Configure legal contract templates of type Microsoft Word
  • Add content controls in a Microsoft Word document
  • Create a Microsoft Word legal contract template
  • Create and configure participants for legal contract template
  • Update contract template mappings for legal contract template
  • Publish a contract template
  • Configure a rule for selecting a legal contract template
  • Configuring external applications for legal contracts
  • Configure an e-signature provider for legal contracts
  • Configure Microsoft Dynamics CRM for sales contracts
  • Schedule import set jobs to pull data from the CRM system
  • Create a deflection rule for sales contracts
  • Activate a system property to generate a certificate of completion
  • Create a legal contract intake workflow
  • Migrating to Contract Management Pro for Legal Service Delivery
  • Preparing for migration from Legal Simple Contracts to Contract Management Pro for Legal Service Delivery
  • Migrate to Contract Management Pro for Legal Service Delivery from Legal Simple Contracts
  • Data copied to Contract Management Pro for Legal Service Delivery during migration from Legal Simple Contracts
  • Result of migration from Legal Simple Contracts to Contract Management Pro for Legal Service Delivery
  • Non-disclosure agreement requests in Legal Simple Contracts
  • Submit a legal request for a NDA
  • Work on a legal contract request
  • Review and finalize the contract document
  • Signature process for a legal request
  • Sign or decline a legal contract electronically in Legal Simple Contracts
  • Wet Signature workflow
  • Add a manually signed contract
  • Sales contract review requests
  • Submit a legal request for sales contract review
  • Work on a sales contract review request
  • Third-party contract review requests
  • Submit a legal request for a third-party contract review
  • Modify a legal request
  • Work on a TPC review request
  • Cancel a legal request
  • Preview and download a signed contract document
  • Manage Legal Simple Contracts
  • Edit a contract template of type Microsoft word
  • Preview a contract document for a Word document template
  • Create a Word document contract template from an existing template
  • Legal Simple Contracts reference
  • Components installed with Legal Simple Contracts
  • Third Party Contract Review form
  • Word Template New Record form
  • Legal Simple Privacy
  • Explore Legal Simple Privacy
  • Setting up Legal Simple Privacy
  • Install Legal Simple Privacy
  • Reconfigure forms to use new components
  • Privacy assessment requests
  • Submit a privacy assessment request
  • Update a privacy assessment request
  • Assign a privacy assessment request
  • Cancel a privacy assessment request
  • Legal Simple Privacy Reference
  • Components installed with Legal Simple Privacy
  • Legal Stock Preclearance
  • Exploring Legal Stock Preclearance
  • Setting up Legal Stock Preclearance
  • Install Legal Stock Preclearance
  • Set up a trading window
  • Add trading holidays
  • Manage access persons list
  • Submit a preclearance approval request
  • Approve or reject a stock preclearance approval
  • Legal Stock Preclearance reference
  • Components installed with Legal Stock Preclearance
  • Gifts and Entertainment Compliance
  • Explore Gifts and Entertainment Compliance
  • Setting up Gifts and Entertainment Compliance
  • Install Gifts and Entertainment Compliance
  • Configure gift policy for Gifts and Entertainment Compliance
  • Configure approval workflow for Gifts and Entertainment Compliance
  • Requesting legal clearance for gifts and entertainment
  • Submit a gifts and entertainment disclosure
  • Managing gifts and entertainment disclosure requests
  • Approve or reject a gifts and entertainment disclosure request
  • Update a submitted gifts and entertainment disclosure request
  • Gifts and Entertainment Compliance reference
  • Components installed with Gifts and Entertainment Compliance
  • Gift Policies form
  • Gift and entertainment disclosure form
  • Gifts and Entertainment Compliance notifications
  • Integration of Legal Service Delivery with ServiceNow applications
  • Contract Management Pro for Legal Service Delivery
  • Explore Contract Management Pro for Legal Service Delivery
  • Contract Management Pro for Legal Service Delivery
  • Configure Contract Management Pro for Legal Service Delivery
  • Install Contract Management Pro for Legal Service Delivery
  • Install Microsoft Word add-in for ServiceNow Contracts
  • Configure the Microsoft Word add-in for ServiceNow Contracts
  • Create a legal contract intake workflow
  • Enable transfer of a legal request
  • Set up Contracts Core
  • Configuring external applications for legal contracts
  • Configure an external storage system for legal contracts
  • Configure an e-signature provider for legal contracts
  • Use Contract Management Pro for Legal Service Delivery
  • Non-disclosure agreement legal requests
  • Submit a legal request for a non-disclosure agreement
  • Modify a non-disclosure agreement legal request
  • View and track non-disclosure agreement requests as a legal user
  • Work on NDA legal requests
  • Synchronize a non-disclosure agreement document after modifying a self-served contract request (Contract Management Pro 1.2.1)
  • Regenerate contract document after modifying request
  • Updating and synchronizing signatories
  • Resolve the failure to send external contract documents for signature (Contract Management Pro 1.2.1)
  • Resolve the failure to submit a self-serve contract
  • Resolve an error during send for signature
  • Reviewing and finalizing a self-serve contract document
  • Review a contract document
  • Work on a contract change request
  • Send a non-disclosure agreement document for signature
  • Initiate an ad hoc approval for a contract document revision
  • Signature workflow for a legal request
  • Cancel a wet signature process for non-disclosure agreement legal requests
  • Upload a manually signed contract for Non-disclosure agreement legal requests
  • Third-party contract review requests
  • Submit a legal request for a third-party contract review
  • Resubmit third-party contract request
  • View and track third-party contract review request as a legal user
  • Modify a third-party review request
  • Work on a third-party contract review request
  • Reclassify contract documents in third-party contract review request as a legal fulfiller
  • Modify supporting documents in third-party contract review request as a legal fulfiller
  • Cancel a wet signature process for third-party contract review requests
  • Internal review overview
  • Request an internal review
  • Work on internal review task
  • Share requested information for internal review
  • Cancel a review task
  • Cancel a legal request
  • View and download a signed contract document
  • View and download a signed contract document as a legal fulfiller
  • View and download a signed contract document as a legal user
  • View contract requests
  • Obligation management
  • Create obligation records
  • Create an ad hoc obligation tasks
  • Submit obligation tasks
  • Cancel an obligation task
  • Approve or Reject obligation tasks
  • Manage Contract Management Pro for Legal Service Delivery
  • View a contract record
  • Modify a contract record
  • Manage clauses and contract templates
  • Contract Management Pro for Legal Service Delivery reference
  • Components installed with Contract Management Pro for Legal Service Delivery
  • Third-party Contract Review form
  • Predictive intelligence for Legal Service Delivery
  • Explore Predictive Intelligence for Legal Service Delivery
  • Solution definitions and business rules for Predictive Intelligence for Legal Service Delivery
  • Configure Predictive Intelligence for Legal Service Delivery
  • Activate Predictive Intelligence for Legal Service Delivery
  • Train the classification solution to predict the subcategory for General Legal Request
  • Train the classification solution to predict the assignment group for General Legal Request
  • Train the classification solution to predict the subcategory for Ethics Complaint
  • Train the classification solution to predict the assignment group for Ethics Complaint
  • Configure fields to be displayed in Activity stream
  • Use Predictive Intelligence for Legal Service Delivery
  • Use Predictive Intelligence for Legal Service Delivery
  • Predictive Intelligence for Legal Service Delivery reference
  • Components installed with Predictive Intelligence for Legal Service Delivery
  • Advanced work assignment for Legal Service Delivery
  • Explore Advanced Work Assignment for Legal Service Delivery
  • Configure Advanced Work Assignment for Legal Service Delivery
  • Activate Advanced Work Assignment for Legal Service Delivery
  • Set up Advanced Work Assignment for Legal Service Delivery
  • Use Advanced Work Assignment for Legal Service Delivery
  • Accept incoming legal request
  • Advanced Work Assignment for Legal Service Delivery reference
  • Components installed for Advanced Work Assignment for Legal Service Delivery reference
  • Integration of Legal Service Delivery with third-party applications
  • Microsoft Outlook Add-In for Legal Service Delivery
  • Explore Microsoft Outlook Add-In for Legal Service Delivery
  • Configure Microsoft Outlook Add-In for Legal Service Delivery
  • Activate Microsoft Outlook Add-In for Legal Service Delivery
  • Download Microsoft Outlook Add-In for Legal Service Delivery manifest file
  • Deploy Microsoft Outlook Add-In for Legal Service Delivery
  • Enable intake forms for Microsoft Outlook Add-In for Legal Service Delivery
  • Auto populate information from email to legal request or matter
  • Use Microsoft Outlook Add-In for Legal Service Delivery
  • Sign in to Microsoft Outlook Add-In for Legal Service Delivery
  • Submit legal request or matter
  • View legal request from the Outlook add-in
  • Manage attachments from Microsoft Outlook Add-In for Legal Service Delivery
  • Microsoft Outlook Add-In for Legal Service Delivery reference
  • Components installed with Microsoft Outlook Add-In for Legal Service Delivery
  • Legal Virtual Agent Conversations
  • Install Legal Virtual Agent Conversations
  • Configure Virtual Agent conversation topics for legal services
  • Live agent support for legal services
  • Configure live agent support settings for legal services
  • Start a chat session through Legal Counsel Center Inbox
  • Legal Mobile
  • Install Legal Mobile
  • Download and log in to mobile apps to access legal services
  • Submit a legal request through Now Mobile
  • Assign a legal request through Mobile Agent
  • Work on a legal request through Mobile Agent
  • Manage a checklist for a legal request through Mobile Agent
  • Promote a legal request to a legal matter through Mobile Agent
  • Add collaborators to a legal matter through Mobile Agent
  • Add a phase in a legal matter through Mobile Agent
  • Add a task in a legal matter through Mobile Agent
  • Complete a legal matter task through Mobile Agent
  • Approve or reject a legal matter task through Mobile Agent
  • Add an artifact to a legal matter through Mobile Agent
  • Attach files to a legal matter through Mobile Agent
  • Close a legal matter through Mobile Agent
  • Close a legal request through Mobile Agent
  • Exploring Legal Counsel Center Classic
  • Configure Legal Counsel Center Classic
  • Add action button in Legal Counsel Center Classic to create legal request
  • Legal Counsel Center
  • Exploring Legal Counsel Center
  • Legal Counsel Center home page
  • Configure Legal Counsel Center Workspace
  • Install Legal Counsel Center Workspace
  • Enable or disable notifications
  • Configure AI Search for Legal Counsel Center
  • Legal Counsel Center reference
  • Roles installed with Legal Counsel Center
  • Legal Counsel Center notifications
  • Exploring Legal Service Portal
  • Delegation of legal duties and approvals
  • Delegate legal duties to another user
  • Delegate specific legal duties to another user using granular delegation
  • View and work on delegated legal duties
  • Workflows in Legal Service Delivery
  • Universal Request for Legal Service Delivery
  • Configure Universal Request for legal services
  • Create a legal request from a universal request
  • Transfer a legal ticket to another department
  • Legal services on the Employee Center portal
  • Security in Legal Service Delivery
  • Scoped knowledge bases
  • Analytics and Reporting Solutions for Legal Service Delivery
  • Activate the Analytics and Reporting Solution for Legal Service Delivery
  • Legal Executive dashboard
  • Legal Operations dashboard
  • Domain separation and Legal Service Delivery
  • Universal Request
  • Exploring Universal Request
  • Universal Request versus Interaction Records (New Call record)
  • Universal Request data model
  • Universal Request roles and groups
  • Universal Request states and reasons
  • Mobile experience for Universal Request
  • Guided setup for Universal Request
  • Setting up and configuring Universal Request
  • Universal Request plugins
  • Activate Universal Request
  • Components installed with Universal Request
  • Activate Universal Request Advanced Work Assignment
  • Activate Universal Request Integration for Incident management
  • Activate Universal Request NLU Model for Virtual Agent Conversations
  • Activate Universal Request Reporting
  • Activate Universal Request Virtual Agent Conversations
  • Activate Predictive Intelligence for Universal Request
  • Activate Performance Analytics and Reporting for Universal Request
  • Configuring Universal Request
  • Configure users and groups
  • Assign roles to UR users
  • Service Level Agreement configuration for Universal Request
  • Transfer configuration
  • Configure Dynamic translation for Universal Request
  • Configure Chat queues
  • Configure Advanced Work Assignment chat queue
  • Configure Connect chat support queue
  • Predictive Intelligence for Universal Request
  • Train the classification solution to predict the assignment group
  • Train the similarity solution for similar knowledge articles
  • Train the similarity solution for similar closed Universal Requests
  • Train the classification solution to identify UR with sensitive information
  • Set up Virtual Agent for Universal Request
  • Enable Natural Language Understanding model for Universal Request topic
  • Standard Ticket page for Universal Request
  • Configure Standard Ticket page for Universal Request
  • Configure service to use Universal Request
  • Configure mappings
  • Map UR fields with target table fields
  • Create a service set
  • Create your service-specific assignment groups
  • Assign assignment group to service sets
  • Create your service for Universal Request
  • Assign assignment group to your service
  • Create service specific UI actions
  • Register application administration enabled scoped application
  • Remove UR administrator role from system administrator
  • Create a business rule for your service
  • Create a business rule to automatically create universal request
  • Create extension points for departments
  • Create an extension point for post-processing of transfers
  • Unified ticket experience setting
  • Create universal request automatically for department tickets via other channels
  • Email notification preferences for your service
  • Suppress outbound notification for services leveraging Universal Request
  • Use effective number in email subject
  • Automatically create universal request from an inbound email
  • Configure a catalog item or record producer to create a universal request
  • Universal Request state mapping
  • Domain separation and Universal Request
  • Using Universal Request
  • Create Universal Request
  • Cancel a universal request
  • View universal requests with primary ticket
  • Create associated ticket for primary ticket of UR
  • Universal Request sensitive information security
  • Transfer a primary ticket
  • Search similar and closed Universal Requests
  • Translate a Universal Request field
  • Reporting solutions for Universal Request
  • Universal Request Overview dashboard
  • Universal Request Process Overview dashboard
  • Virtual Agent for Universal Request
  • Create a universal request using Virtual Agent
  • Update or cancel a universal request using Virtual Agent
  • Universal Request Virtual Agent conversation flows
  • Universal Request reference
  • Universal Request properties
  • State mapping form
  • Transfer configuration form
  • Mapping configuration form
  • Service Configuration form
  • Universal Request form
  • Integrating Universal Request with other applications
  • Quick start tests for Universal Request
  • Universal Request in Agent Workspaces
  • Exploring Universal Request in Agent Workspaces
  • Setting up Universal Request in Agent Workspaces
  • Using Universal Request in Agent Workspaces
  • Universal Task
  • Exploring Universal Task
  • Universal Task types
  • Universal Task data model
  • Universal Task in Now Mobile
  • Setting up and configuring Universal Task
  • Install Universal Task
  • Components installed with Universal Task
  • Configuring your service for Universal Task
  • Assign Universal Task admin role
  • Create UI actions for your service with Universal Task
  • Add a Universal Task related list
  • Add a Task tab on the Standard Ticket page
  • Define the agent criteria for Universal Task
  • Configure Universal Task for your service
  • Configure the catalog items for your service
  • Configure the roles to view employee forms
  • Configure the extension points for Universal Task
  • Display the universal tasks for a request in Now Mobile
  • Hide the template bar on the Universal Task form
  • Remove the Universal Task admin role from the admin role
  • Email notification layout for Universal Task notifications
  • Domain separation and Universal Task
  • Using Universal Task
  • Create a universal task
  • View and update Universal Task using Now Mobile
  • Create an employee form
  • Universal Task templates
  • Create a template using the Universal Task template form
  • Create a task template by saving a form
  • Create dynamic template mapping
  • Use Task templates
  • Add the Universal Task list category in Service Operations Workspace Core
  • Add lists under the Universal Task list categories
  • UX List Form SOW
  • Universal Task reference
  • Universal Task form
  • Universal Task Configuration form
  • Employee form
  • Employee Input Task Configuration form
  • Universal Task template form
  • Now Mobile app
  • Now Mobile app demo
  • Configurations for Now Mobile
  • Configure a personalized greeting
  • Configure My Requests to track open records
  • AI Search in mobile
  • Configure AI Search for mobile devices
  • Customize AI Search results
  • Add AI Search to a launcher screen
  • Define people search as inactive
  • Configure catalogs
  • Configure knowledge bases
  • Configure Siri shortcuts for Now Mobile
  • Add a quick action in your mobile applications
  • Enable Live Agent in the Now Mobile app
  • Populate search suggestions in the mobile apps
  • ServiceNow for Microsoft Outlook
  • Configuring ServiceNow for Microsoft Outlook
  • Configure system properties to update the survey question limit
  • Using ServiceNow for Microsoft Outlook
  • Approve or reject Concur expense reports from a Microsoft Outlook email message
  • Submit feedback from a Microsoft Outlook email message
  • Submit a survey from an email message
  • ServiceNow for Microsoft Outlook reference
  • Properties installed with ServiceNow for Microsoft Outlook
  • Outlook Actionable Messages compatibility for surveys
  • ServiceNow Add-in for Microsoft 365
  • Exploring ServiceNow Add-in for Microsoft 365
  • Configuring ServiceNow Add-in for Microsoft 365
  • Install the ServiceNow Add-in for Microsoft 365
  • Create a manifest file
  • Configure single sign-on for ServiceNow Add-in for Microsoft 365
  • Upload a manifest to the Microsoft admin center
  • Map email fields to a catalog item
  • Map email fields to a form
  • Using ServiceNow Add-in for Microsoft 365
  • Get a custom add-in for Microsoft Outlook
  • Raise a request using the ServiceNow Add-in for Microsoft 365
  • ServiceNow Add-in for Microsoft 365 reference
  • Components installed with ServiceNow Add-in for Microsoft 365
  • Office Manifest form
  • Office Control form
  • Catalog Mapping Configurations form
  • Form Mapping Configurations form
  • Office Mailbox to Catalog Field Mappings form
  • Office Mailbox to Form Field Mappings form
  • ServiceNow for Microsoft Teams and Microsoft 365
  • Exploring ServiceNow for Microsoft Teams and Microsoft 365
  • Explore Microsoft Teams and Microsoft 365 integration for Employee Experience
  • IT Service Management integration with Microsoft Teams and Microsoft 365
  • HR Service Delivery integration with Microsoft Teams and Microsoft 365
  • Universal Request integration with Microsoft Teams
  • Explore Microsoft Teams integration for Agent Experience
  • Notify connector for Microsoft Teams
  • Meeting Extensions for Microsoft Teams
  • Integrating ServiceNow with Microsoft Teams and Microsoft 365
  • Plan your installation
  • Install IT Service Management integration with Microsoft Teams application
  • Install HR Service Delivery integration with Microsoft Teams application
  • Verify Application Restricted Caller Access (RCA) Privileges
  • Import Update set from XML and install fix script
  • Install the Universal Request integration with Microsoft Teams application
  • Approve application restricted caller access privileges
  • Install Notify connector for Microsoft Teams
  • Install Meeting Extensions for Microsoft Teams
  • Setting up the ServiceNow instance for Microsoft Teams integration
  • Setup for integrating pre-published apps with Microsoft Teams
  • Setup for integrating pre-published apps with Microsoft Teams for Employee Experience
  • Connect your ServiceNow instance to your Microsoft Teams tenant
  • Grant permissions to required Microsoft Azure apps
  • Enable connecting to meetings from Microsoft Teams
  • Change tenant to configure pre-published apps
  • Create and download the manifest file for pre-published apps
  • Upload manifest file in Microsoft Teams
  • Update the app ID in the ServiceNow instance
  • Disable the Now Virtual Agent
  • Translate the Microsoft Teams manifest file
  • Request-based chat access for a guest user
  • Enable chat access for a guest user
  • User Presence Indicator
  • Configure cache duration for the user presence status
  • Sending notifications to employees using Microsoft Teams
  • Send automatic campaign notifications in Microsoft Teams
  • Create a Microsoft Teams campaign with content publishing
  • Create notification content for Microsoft Teams
  • Schedule delivery of Microsoft Teams notification content
  • Translation support for Microsoft Teams notification campaigns
  • Create Microsoft Teams campaigns with the Content Experience Builder
  • Create Microsoft Teams notification content with Content Experience Builder
  • Create Microsoft Teams campaign stages using the Campaign Builder Experience
  • Setup for integrating pre-published apps with Microsoft Teams for Agent Experience
  • Integrate Notify connector pre-published app with Microsoft Teams
  • Connect the ServiceNow instance to your Microsoft Teams tenant
  • Authorize pre-published Azure apps to grant required permissions
  • Create a Service user to make calls from Microsoft Teams
  • Integrate Meeting Extensions pre-published app with Microsoft Teams
  • Authorize pre-published SSO and Activity Notification Azure apps to grant required permissions
  • Download manifest file
  • Configuring Notify connector for Microsoft Teams app in Microsoft Teams
  • Map ServiceNow Meeting Extensions app ID in ServiceNow
  • Setup for integrating self-configured apps with Microsoft Teams
  • Setup for integrating self-configured apps with Microsoft Teams for Employee Experience
  • Create Microsoft Azure application and authenticate users to access Employee Center in Microsoft Teams
  • Create and download the manifest file for self-configured apps
  • Upload manifest file in Microsoft Teams
  • Update the app ID in the ServiceNow instance
  • Disable the Now Virtual Agent
  • Translate the Microsoft Teams manifest file
  • Working on campaigns in Microsoft Teams
  • Authenticate users with additional permissions to send campaign notifications in Microsoft Teams
  • Send campaign notifications automatically in Microsoft Teams
  • Create a Microsoft Teams campaign using direct content publishing
  • Create notification content for Microsoft Teams
  • Schedule delivery of Microsoft Teams notification content
  • Create Microsoft Teams campaigns using the Content Experience Builder
  • Create Microsoft Teams notification content from Content Experience Builder
  • Create Microsoft Teams campaign stages using the Campaign Builder Experience
  • Translation support for Microsoft Teams notification campaigns
  • Register and configure the Request-based chat application on the Microsoft Azure portal
  • Add permissions to the Microsoft Azure application
  • Configure Application Registry on the ServiceNow instance
  • Request-based chat access for a guest user
  • Authenticate guest users to initiate and import chat from Microsoft Teams
  • Enable authentication of guest users
  • Enable chat access for guest users
  • User Presence Indicator
  • Configure cache duration for the user presence status
  • Setup for integrating self-configured apps with Microsoft Teams for Agent Experience
  • Integrating Notify connector self-configured app with Microsoft Teams
  • Create an app in Microsoft Teams to enable making calls
  • Manage permissions and authenticate the Notify connector app/bot in Microsoft Azure portal
  • Create a Service user to make calls from Microsoft Teams
  • Create a Microsoft Teams application registry entry to connect the created app to ServiceNow instance
  • Create a Connection & Credentials alias for Microsoft Teams
  • Update the records in the Microsoft Teams Configuration page
  • Verify OIDC Application Registry creation for a self-configured app setup
  • Integrate Meeting Extensions self-configured app with Microsoft Teams
  • Create and configure an app for Meeting Extensions in the Microsoft Teams Developer Portal
  • Upload the app manifest in Microsoft Teams
  • Add the Meeting Extensions tab in Microsoft Teams
  • Configure the Notify connector app to use Meeting Extensions in the Microsoft Azure portal
  • Configure the Notify connector bot for Meeting Extensions
  • Create an application registry entry in your ServiceNow instance
  • Integrating ServiceNow with Microsoft Teams for GCC-H or DoD
  • Integrating Employee Center with Microsoft Teams for GCC-H or DoD
  • Update the OIDC entities table
  • Download and modify the manifest file for Employee Center for GCC-H or DoD
  • Update your Microsoft Teams tenant URL for GCC-H or DoD
  • Integrating Employee Center and Virtual Agent with Microsoft Teams for GCC-H or DoD
  • Modify and download the manifest file for GCC-H or DoD
  • Integrating Request-based chat with Microsoft Teams for GCC-H or DoD
  • Update chat credentials with Azure GCC URL
  • Create record with Azure GCC details
  • Integrating ServiceNow with Microsoft 365 applications for Employee Experience
  • Create and download manifest file for Employee Center and Microsoft 365 integration
  • Upload manifest file in Microsoft Teams for Microsoft 365
  • Configuring ServiceNow for Microsoft Teams and Microsoft 365 integration
  • Configuring Microsoft Teams integration for Employee Experience
  • Configure IT Service Management integration with Microsoft Teams
  • Review the active notifications for Microsoft Teams
  • Enable Virtual Agent notifications for IT Service Management
  • Customizing approval notification fields
  • Configure Request-based chats to import messages from Microsoft Teams to ServiceNow
  • Configuring Employee Center
  • Embed a custom portal
  • Microsoft Teams Chat widget in Employee Center
  • Add Microsoft Teams Chat widget
  • Include On-call scheduling users to initiate Microsoft Teams chat
  • Extend On-Call Scheduling users to initiate Microsoft Teams Chat
  • Set up Chat to call
  • Access ServiceNow for Microsoft Teams app
  • Create custom email field to initiate Microsoft Teams chat
  • Unfurl the web links in Microsoft Teams chat
  • Enable link unfurling
  • Configure the system property to open the unfurled links
  • Configure HR Service Delivery integration with Microsoft Teams
  • Review the active notifications for Microsoft Teams
  • Enable Virtual Agent notifications for HR Service Delivery
  • Configure Request-based chats to import messages from Microsoft Teams to ServiceNow
  • Configure the chat to enable auto-import
  • Create requester mapping
  • Configure close condition
  • Configuring Employee Center
  • Embed a custom portal
  • Hide the chat button on the custom portal
  • Hide the logout button on the custom portal
  • Microsoft Teams Chat widget in Employee Center
  • Add Teams Chat widget
  • Include On-call scheduling users to initiate Microsoft Teams chat
  • Extend On-Call Scheduling users to initiate Microsoft Teams Chat
  • Set up Chat to call
  • Access ServiceNow for Microsoft Teams app
  • Create custom email field to initiate Microsoft Teams chat
  • Unfurl the web links in Microsoft Teams chat
  • Enable link unfurling
  • Configure the system property to open the unfurled links
  • Configure Universal Request integration with Microsoft Teams
  • Set up Virtual Agent for Universal Request integration with Microsoft Teams
  • Configuring Microsoft Teams integration for Agent Experience
  • Configure Notify connector for Microsoft Teams
  • Make Microsoft Teams the default communication channel
  • Manage Notify Connector for Microsoft Teams properties
  • Configure the conference bridge numbers to join calls via phone
  • Enable Audio Conferencing
  • Configure Lobby Settings
  • Map Microsoft Azure email to ServiceNow instance
  • Managing ServiceNow for Microsoft Teams and Microsoft 365
  • Manage Microsoft Teams integration for Employee Experience
  • Customize IT Service Management integration with ServiceNow
  • Customize UI actions for IT Service Management with Microsoft Teams
  • Customize Start Microsoft Teams chat UI action
  • Customize Import Messages from Microsoft Teams UI action
  • Customize business rules for actionable notifications
  • Configure business rule for reassigning tickets
  • Configure business rule for close condition
  • Customize HR Service Delivery integration with Microsoft Teams
  • Customize UI actions for HR Service Delivery integration with Microsoft Teams
  • Customize Start Microsoft Teams chat UI action
  • Customize Import Messages from Microsoft Teams UI action
  • Customize business rules for actionable notifications
  • Customize UI actions for Universal Request integration with Microsoft Teams
  • Using ServiceNow for Microsoft Teams and Microsoft 365
  • Use Microsoft Teams integration for Employee Experience
  • Use ITSM and HRSD integrations with Microsoft Teams
  • Employee actions
  • Link ServiceNow user account to Microsoft Teams application for Virtual Agent
  • Unlink your ServiceNow user account from Microsoft Teams for Virtual Agent
  • View informational notifications
  • Approve or reject requests from Microsoft Teams
  • Respond to a comment in a notification
  • View notifications for a major incident
  • Employee Center dashboard
  • Access a Microsoft Teams chat in Employee Center
  • Manage approvals from Microsoft Teams
  • Agent actions
  • Request based chat - Start and import chat from classic view
  • Request-based chat - Start and import chat from field decorator
  • Request-based chat - Start and import chat from Start Microsoft Teams chat action
  • Import messages from a ticket manually
  • Request-based chat - Start and import chat from Workspace
  • Request-based chat - Start and import chat from field decorator
  • Request-based chat - Start and import chat from Start Microsoft Teams chat action
  • Import messages from Agent Workspace
  • Request-based chat - Start chat with guest user from a record
  • Request-based chat - Start and import chat as guest user from classic view
  • Start a Microsoft Teams chat as a guest user
  • Import a Microsoft Teams chat as a guest user
  • Promote chat to a call from workspace
  • Add communication plan from MIM workbench
  • Send a notification from Major incident management workbench
  • View notifications for a major incident
  • Add collaborative communication task from MIM workbench
  • Initiate Microsoft Teams group chat from MIM workbench
  • Use Microsoft Teams for Universal Request
  • Employee actions
  • Create a Universal request from Microsoft Teams
  • Update or cancel a universal request using Microsoft Teams
  • Agent actions
  • Manage chat messages from a record
  • Initiate chat with an employee from a record
  • Import messages from a universal request
  • Manage chat messages from the Agent Workspace
  • Initiate chat with an employee from Agent Workspace
  • Import messages from Agent Workspace
  • Use Microsoft Teams integration for Agent Experience
  • Use Notify connector for Microsoft Teams
  • Use Notify connector for Microsoft Teams with task records
  • Use Notify connector for Microsoft Teams with Incident Communication Management
  • Use Notify connector for Microsoft Teams with a major incident
  • Manage calls in Microsoft Teams
  • Use Microsoft Teams Meeting Extensions
  • Manage calls using Meeting Extensions
  • ServiceNow for Microsoft Teams reference
  • Properties installed with Microsoft Integrations Core
  • Properties installed with IT Service Management for Microsoft 365
  • Properties installed with HR Service Delivery for Microsoft 365
  • ServiceNow for Microsoft Teams integration API permissions for Request-based chat and SSO
  • ServiceNow for Microsoft Teams integration API permissions for Notify connector and Meeting Extensions
  • ServiceNow for Zoom
  • Exploring Collaboration services for Zoom
  • Collaboration services for Zoom Team Chat
  • Configuring Collaboration services for Zoom
  • Set up Zoom spoke
  • Enable Zoom chat integration
  • Install fix-script for Collaboration services for Zoom
  • Integrating and using ServiceNow with Zoom
  • Enhance employee experience by integrating ServiceNow with Zoom
  • Starting and importing a Zoom Team Chat
  • Start a Zoom Team Chat
  • Import Zoom Team Chat messages
  • Chat-specific configuration for Collaboration services for Zoom
  • Configure Chat group to include On-call Scheduling users for Start Zoom Team Chat
  • Extend On-call users for Start Zoom Team Chat
  • Customize the Zoom chat form
  • Create requester mapping
  • Define how a Zoom chat is closed
  • Collaboration services for Zoom reference
  • API permissions/scope for ServiceNow integration with Zoom
  • SharePoint Online Search Connector
  • SharePoint Online Search Connector prerequisites
  • Setting up the SharePoint Online Search Connector
  • Index sites for search
  • Exclude sites from indexing
  • SharePoint Online Search Connector search results
  • SharePoint Online Search Connector reference
  • Microsoft SharePoint crawl types
  • SharePoint Online Search Connector scheduled jobs
  • Graph connection form
  • REST connection form
  • Domain separation and SharePoint Online Search Connector

Conversations overview

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Conversations with managers, peers, and mentors are a critical part of your career growth. Identify and manage the important conversations you have.

    You must have the Career Conversations app installed for Conversations to work.

    Related concepts
    • Career Conversations
    Related tasks
    • Install Career Conversations
    • Create a growth conversation
    • Update a growth conversation
    Back to home page