Key Features

• Agent Connector Role: Users with this role act as fulfillers who can create, update, and close procedure request cases and tasks. Admins assign the snprevisit.agentconnector role and relevant agent-specific roles to groups, which are then assigned to users.
• Contributor Role: Contributors can create and read procedure request cases. Admins assign the snprevisit.contributor role along with appropriate contributor roles to groups, then assign users to these groups.

User Profile Examples and Role Assignments

The application provides example profiles combining Pre-Visit Management roles with Customer Service Management (CSM) industry data model roles:

• Agent Connector Example: Location agent – Can create and fulfill procedure requests at their business location. Requires membership in the service organization and assignment of the Location Consumer Agent responsibility type. Roles assigned include snprevisit.agentconnector and sncustomerservice.svclocationconsumeragent.
• Contributor Examples:
  • Relationship contributor: Creates requests only for patients with an established relationship. Requires membership in the patient’s consumer team and the Relationship Manager responsibility type. Assigned roles: snprevisit.contributor and sncustomerservice.relationshipcontributor.
  • Patient contributor: Creates requests for any patient. Assigned roles: snprevisit.contributor and sncustomerservice.consumercontributor.
  • Location contributor: Creates requests for patients within a specific service organization where the user is a member. Requires Location Contributor responsibility type. Assigned roles: snprevisit.contributor, sncustomerservice.serviceorganizationcontributor, and sncustomerservice.consumercontributor.

Practical Application for ServiceNow Customers

By configuring these roles and profiles, admins can precisely control access to procedure request cases in Pre-Visit Management, ensuring users have appropriate permissions based on their job function and relationship to patients or service organizations. This setup enhances security and operational efficiency in managing procedure requests.

For role assignment, admins should assign roles to groups and then assign those groups to users, following standard ServiceNow role and group management practices.