Course Summary
This course covers both the ServiceNow Administration Fundamentals (SNAF) and the ServiceNow – Service Portal Fundamentals course.
ServiceNow Administration Fundamentals (SNAF)
A combination of lecture content and labs in the ServiceNow Fundamentals course will summarize fundamental platform features by:
• Describing the ServiceNow user interface,
• Providing a summary of the database schema,
• Demonstrating uses for commonly accessed applications, and
• Introducing advanced functionality, such as scripting and application development
Learn how to use the Service Portal application to configure, customize, and extend components to create a Service Portal.
A Service Portal provides an alternative user experience to the standard platform interface. The Service Portal application offers the tools needed to configure, customize, and extend portal components to create an online experience similar to what your users are used to in other consumer products.
• Explore all aspects of the Service Portal application
• Learn how to re-configure an existing portal
• Review the Service Portal framework
• Create new Service Portals, Themes, Pages, and Menus, and Search Sources
• Understand how to use and create Widgets
• Re-use existing Portal components
• Explore Service Portal search capabilities including Search Sources, Search Facets and Pagination
• Configure other aspects of the platform to enhance a Service Portal
• Create a Guided Tour within a Service Portal
ServiceNow Administration Fundamentals (SNAF):
Module 1: User Interface & Navigation
• Demonstrate how to navigate to applications and modules in ServiceNow using the Application and Filter Navigators
• Create views and filters for a table list
• Update records using inline editing
• Configure a form view using Form Layout and Form Designer
• Describe how to create and update records in a form view
• Understand how to modify the colors in an instance for the logged-in user as well as for users in the instance
Module 2: Collaboration
• Explain how to access the service portal for the instance
• Understand how to submit an incident through the service portal
• Discuss when the My Work and My Groups Work modules should be used
• Demonstrate how to use work notes, additional comments, and connect chat to collaborate on a task
• Describe the differences between events and notifications
• Create a reporter by modifying an existing report using the Report Designer
• Share a report with a group
Module 3: Database Administration
• Explain the hierarchy of tables, records, and fields
• Differentiate the classes of tables in ServiceNow
• Identify different field types in a record
• Demonstrate how to create access control rules
• Discuss how access controls are evaluated
• Explain how to use import sets to populate data in a table
• Describe the purpose of the CMDB
• Create a new CI class in the CMDB along with relationships to other CIs
Module 4: Self-Service & Process Automation
• Create a Knowledge Base article by importing a Word document
• Explain how to locate and approve knowledge base articles
• Define, apply, and test user criteria on the knowledge base
• Demonstrate how to create a catalog item with variables
• Use the Try It functionality to test catalog item ordering
• Create a Flow Designer Flow and associate it with a service catalog item
• Test the flow by ordering a catalog item
Module 5: Introduction to Development
• Demonstrate how to create a UI Policy and UI Policy Action to make a field read-only, mandatory, or visible
• Explain how a business rule can be used to display messages to the user
• Understand which changes are captured in Update Sets
• Create an update set to capture form changes
• Outline the process of completing and exporting an update set
• Identify the steps to retrieve, preview, and commit an update set
ServiceNow – Service Portal Fundamentals:
Module 1: Service Portal Review
This module covers the foundations of Service Portals in ServiceNow.
Objectives:
• Define Service Portal
• Discuss reasons for building a Service Portal
• Review Service Portal administration and development duties
• Explore the Branding Editor
• Examine where to get Service Portal help
• Explore Your Student Instance
• Use the Branding Editor
Module 2: Create a Service Portal
Learn how to create a new Theme, a new Portal, and a new Page.
Objectives:
• Review the Service Portal framework
• Create a new Theme
• Create a new Service Portal
• Create a new Page
• Review the Bootstrap framework
• Explore baseline Page
• Create a New Theme and Portal
• Include a Custom Font
• Create a New Page
• Explore and Incorporate Existing Pages
Module 3: Widgets
Learn how to use Widgets on a Page to provide your content. This module also includes a low-code overview on how to create a new Widget.
• Define Widgets and explore the baseline elements
• Learn how to use Widgets
• Clone existing Widgets
• Develop new Widgets
• Widget debugging
• Add Widgets to a Page
• Clone an Existing Widget
• Develop a Custom Footer Widget
• Develop a Custom Widget with Options
• Develop a Modal Widget
Module 4: Header Menus
Learn how to create a new Menu and how to include it in a Service Portal.
• Define a Header Menu
• Explore Menu Items
• Discuss nested Menu Items
• Review testing Menu functionality
• Create a Header Menu
• Service Portal Surveys (Optional)
Module 5: Search Sources
Learn about the sources for Portal searches.
• Define Contextual Search
• Define Search Sources
• Learn how to set Portal Search Sources
• Learn about Pagination and Search Facets
• Review creating new Search Sources
• Explore external Search Sources
• Create a Search Source
Module 6: Service Portal Extras
Learn about Announcements, the Service Portal Log Entries table, the Usage Overview dashboard, using User Criteria records to control user access within a portal, and Guided Tours.
Objectives:
• Learn about the Announcements Widget
• Explore Page Route Maps
• Review Service Portal transaction logging and reporting
• Discuss use of User Criteria records to control user access in a portal
• Explore Guided Tours for Service Portals
• Announcements
• Service Portal Reporting
• Create a Dashboard Page
• Create a Guided Tour
Module 7: Redirecting in Service Portal
Learn a variety of options you can configure to redirect users to a Service Portal and to specific pages. .
Objectives:
• Review available features that enable redirecting within a Service Portal
• Page Route Maps
• Login, redirect, and SSO
• Clone the Landing Page
• Page Route Maps
• Redirect users to a Service Portal
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