🖥️

ServiceNow User Interface and Basic Functionality Overview

May 16, 2024

ServiceNow User Interface and Basic Functionality Overview

Speaker Information:

  • Name: Michael Lombardo
  • Company: GLAAD Fast Consulting

Overview

  • Purpose: Quick overview of ServiceNow's user interface and some basic functionalities.

Key Features

Dashboard Homepage

  • Default startup view for IT users
  • Customizable based on user roles
  • Can include key performance indicators, work queues, and more

Chat Functionality

  • Similar to Google Hangouts
  • Pop-up windows and desktop notifications
  • Intelligent link recognition for records (e.g., incident numbers)

Search Functionality

  • Powerful search covering incidents, changes, knowledge articles, and more
  • Searches across all tables and forms within ServiceNow

List Layout Functionality

  • Similar to Excel
  • Modify individual or multiple rows directly on the list
  • Right-click options: Show matching, Filter out
  • Bookmarking capability for quick access

Detailed Features

Customization Abilities

  • Users can create and modify their own homepages
  • Refresh intervals can be set for dashboards

Real-Time Collaboration

  • Easily send messages and links to other users
  • Auto-link creation for recognized record numbers in chat

Efficient Search

  • Searches can be done using partial information (e.g., first name)
  • Results displayed in categories: incidents, changes, knowledge, etc.

List Modifications

  • Double-click to edit individual cells
  • Shift key to select and modify multiple rows

Show Matching & Filter Out

  • Show all incidents assigned to a specific group
  • Filter out options to exclude certain criteria

Bookmarking

  • Create bookmarks from any clickable link or filter
  • Customize bookmarks (rename, change icon/color)

Advanced Searching

  • Complex filters for more refined searches

Personalizing List Layout

  • Users can rearrange columns as per their needs
  • Personalized views marked with a dot next to the icon

Running Reports

  • Generate reports (e.g., pie charts) directly from list views
  • Drillable reports for detailed inspection (click to filter)
  • Add reports to homepages with one click

Conclusion

  • Contact: Mike at Glide fast comm

End of demo, for further questions contact Michael Lombardo via email.