Proactive Engagement life-cycle management
Summarize
Summary of Proactive Engagement life-cycle management
The Proactive Engagement application in ServiceNow enables you to manage solutions throughout their life-cycle. It allows you to oversee solutions you own and monitor those that impact your services or products. Access the Proactive Engagement Workbench viaAll > SOW > Proactive Engagement workbenchto view all solutions on your instance, including deployed and not deployed ones.
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Key Features
- Solution Status:
- Deployed solutions: Configured and actively used within your organization. These include original solutions created from metric rules and custom resolutions you can modify.
- Not deployed solutions: Engagement settings are not configured yet.
- Update Management:
- For custom solutions with available updates, you can review changes via a comparison tool to decide on next steps.
- Auto update: Automatically aligns the custom solution with the provider’s latest version.
- Manual update: Allows you to manually apply changes; you must confirm completion to update the status.
- Ignore update: Skips the update while marking the solution as up to date.
- Solution States: The workbench shows solution update statuses:
- Update available: New updates exist for out-of-the-box deployed solutions.
- Update up-to-date: Solution is current with ServiceNow’s latest version.
- Update ignored: Updates were ignored for the provider’s out-of-the-box solution.
- Pending manual update: Updates reviewed and manual changes are in progress.
- Provider Data Refresh: The Update provider data function refreshes and updates the solutions in the workbench as needed.
What This Enables You To Do
As a ServiceNow customer, this application helps you efficiently manage and maintain solutions related to proactive engagement. You can track solution deployment status, customize resolutions, stay informed about updates, and choose how to apply them. This ensures your proactive engagement processes leverage the latest enhancements without losing your custom configurations.
The Proactive Engagement application enables you to work in the life-cycle model to manage solutions that you own and to view solutions that may have an impact on services or products that you care about.
You can access the Proactive Engagement workbench by navigating to .
The Proactive Engagement Workbench provides an overview of all the Proactive Engagement solutions available on an instance. It displays the details of all the solutions available, deployed, and not deployed.
Deployed solutions, where the engagement settings are configured and are used within the organization. Proactive Engagement resolutions created through the metric rules are deployed by default. For more information, see the Configuring Proactive Engagement resolutions with DEX. Deployed solutions can be deployed as custom or original. Solutions created by using the metric rules are original. You can customize the resolution by selecting the deployed record and choosing a custom resolution. Engagement settings for the not deployed solutions are not configured.
Review solutions for the available updates
For each custom solution where an update is available, the updates can be reviewed by either selecting Review update available on the card or when you click on the record to open and access the record. Review update provides a comparison between the updated and customized solutions for users to make an informed decision on the next steps. The following actions can be performed:
- Auto update Removes reference to the custom resolution and will be up to date with the provider solution. The update status is changed to Up to date.
- Manual update Users go back and manually make any changes required for the solution. The solution update status updates to Manual update pending. Once the changes are done select Solution updated option either on the card or on the Review update page to move the solution update status to Up to date.
- Ignore update - The update will be ignored, and the solution update status will move to Up to date.
Proactive Engagement will be triggered only for the deployed solutions. There are different State in the deployed solutions.
- Update available New updates for out-of-the-box deployed solutions are available.
- Update up-to-date Solution shipped by ServiceNow and is up to date.
- Update ignored Available updates in the provider out-of-the-box solution is ignored.
- Pending manual update Available updates were reviewed and manually updated the solution.
For custom resolutions, you can update them automatically or manually update them. Once the updates are completed, the status changes to Update up-to-date. The Update provider data updates or refreshes the solutions in the Proactive Engagement workbench.