--- sourceDocument: Xanadu Employee Service Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management Release : - xanadu ft:locale : - en-US ft:publication_title : - Xanadu Employee Service Management ft:clusterId : - emplsm bundleId : - emplsm workflow : - Employee --- # Summarize a case by using Now Assist for HR Service Delivery (HRSD) # Summarize a case by using Now Assist for HR Service Delivery (HRSD) {#ariaid-title1} * Release version: Xanadu * * Updated August 1, 2024 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read Quickly understand the case context and respond to a requester's inquiries by using the Case summarization skill in the Now Assist for HR Service Delivery (HRSD) application. ## Before you begin Role required: sn_hr_core.case_writer ## About this task You can use the Case summarization skill in either Core UI or Agent Workspace for HR Case Management. * In Core UI, the summary appears in a banner in the case record. * In Agent Workspace for HR Case Management, the summary is generated in the Details tab. {#now-assist-hrsd-summarize-case__ul_dzf_mf4_fyb} ## Procedure 1. Navigate to Agent Workspace for HRSD. 2. In Workspace, open an HR case that is assigned to you. 3. Select Summarize Note: Generating and displaying the summary may take several seconds. 4. Review the summary details. A concise summary of a case, including the issue, actions taken, and resolution information appears. The information that is displayed is based on the state of the case: * Draft or Ready: Issue * Work in progress: Issue and Actions taken * Awaiting acceptance, Awaiting approval, Closed complete, or Closed incomplete: Issue, Actions taken, and Resolution * Canceled or Suspended: Summary isn't visible {#now-assist-hrsd-summarize-case__ul_tst_ky4_wyb} 5. **Optional:** When you finish summarizing a case, you can add it to the work notes, expand or collapse it, provide feedback, copy it, or view information about it. | Option | Procedure | | Save the summary information by adding it to the case work notes | 1. Select Share as Work notes. 2. In the Share Case summary as Work notes dialog box, edit the summary. 3. Select Save to Work notes. {#now-assist-hrsd-summarize-case__ol_trg_4yf_xyb} | | Expand or collapse the summary | Select the expand card icon (![Expand card icon.]()) or the collapse card icon (![Collapse card icon.]()) to see more details or fewer summary details. | | Provide feedback for the summary | If you think that the summary was helpful, select the helpful icon (![Helpful icon.]()). If you think that the summary wasn't helpful, select the not helpful icon (![Not helpful icon.]()). This feedback improves the generative AI model and can help to improve the future versions of this skill. | | Copy the case summary | Select the copy to clipboard icon (![Copy to clipboard icon.]()) to use the case summary information for another purpose, such as pasting into an email. | | View the information about the case summary | If you want to check some details about the summary, select the more info icon (![More info icon.]()). | |-|-| {#now-assist-hrsd-summarize-case__choicetable_md1_nyf_xyb} **Related concepts** * [Now Assist for HR Service Delivery (HRSD) integration with Enterprise Service Management Integrations Framework](https://servicenow-prod.fluidtopics.net/rp4zibQnV5JAe_jjwg70Hw "Enable employees to complete actions in third-party Human Capital Management (HCM) systems with Now Assist Virtual Agent topics in Employee Center.") **Related tasks** * [Summarize a chat conversation by using Now Assist for HR Service Delivery (HRSD)](https://servicenow-prod.fluidtopics.net/UF1yhwhJOtekqA6uZ1C3aw "Summarize a Virtual Agent chat history in the Now Assist for HR Service Delivery (HRSD) application. 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