CBS Now Assist for Setup - What Exactly is Out of ... - ServiceNow Community

Whether you are a customer or a partner - this article is intended to be a guide to help you understand what "Pre-Configured" options come with the quick start CBS Now Assist for Setup, so you know exactly where you are starting from.

The "Pre-Configured" Options are indicated by the wand icon in the Product Console Page. It can be seen below next to Intake forms and notifications in each CBS category:

Product Console View

Please note: This article only covers the CBS areas, not the general platform configurations.

Now Assist for Setup provides a streamlined CBS install experience with 14 available pre-configured categories with 139 configurations to help expedite the implementation experience and provide best practice guidance across all business areas (HR, Workplace, Health & Safety, Finance, Source-to-Pay and Legal Service Management).

Requester Experience

2 Available pre-configuration categories:

Employee Center – this includes 3 specific items pre-configured:
- Taxonomy: Core Business Suite Employee
  This taxonomy includes child topics of whatever CBS applications have been installed automatically.
- Advanced Portal Navigation: Core Business Suite Navigation – Default
  This contains the new left hand nav with Home, Help Center, and Org Chart.
- Employee Center Page: Core Business Suite Homepage (cbs_homepage)
  CBS Foundation Portal

Requestor Role – this includes 1 pre-configuration:
- All users are granted requestor role to be able to view and submit questions from the EC

Human Resources

2 Available pre-configuration categories:

Intake forms – This includes 3 record producers with variables:
- General HR Request
- Payroll Request
- Benefit Request
Notifications – this includes 40 pre-configured notifications:
- 19 Email notifications (one for each Intake form above)
  - Case Created (requestor, fulfiller)
  - Case Commented (requestor)
  - Case Assigned (fulfiller)
  - Case Closed (requestor, fulfiller)
- 12 Portal Notifications (one for each Intake form above)
  - Case Created (requestor)
  - Case Commented (requestor)
  - Case Accepted (requestor)
  - Case Closed (requestor)
- 9 Workspace Notifications (one for each Intake form above)
  - Case Assigned (fulfiller)
  - Case Commented (fulfiller)
  - Case Closed (fulfiller)

Finance

2 Available pre-configuration categories:

Intake forms – This includes 1 record producer with variables:
- Finance Request
Notifications – this includes 12 pre-configured notifications:
- 6 Email notifications (one for each Intake form above)
  - Case Created (requestor)
  - Case Commented (requestor, fulfiller)
  - Case Assigned (fulfiller)
  - Case Closed (requestor, fulfiller)
- 3 Portal Notifications (one for each Intake form above)
  - Case Created (requestor)
  - Case Commented (requestor)
  - Case Closed (requestor)
- 3 Workspace Notifications (one for each Intake form above)
  - Case Assigned (fulfiller)
  - Case Commented (fulfiller)
  - Case Closed (fulfiller)

Health & Safety

2 Available pre-configuration categories:

Intake forms – This includes 1 record producer with variables:
- Health & Safety Request
Notifications – this includes 12 pre-configured notifications:
- 6 Email notifications (one for each Intake form above)
  - Case Created (requestor)
  - Case Commented (requestor, fulfiller)
  - Case Assigned (fulfiller)
  - Case Closed (requestor, fulfiller)
- 3 Portal Notifications (one for each Intake form above)
  - Case Created (requestor)
  - Case Commented (requestor)
  - Case Closed (requestor)
- 3 Workspace Notifications (one for each Intake form above)
  - Case Assigned (fulfiller)
  - Case Commented (fulfiller)
  - Case Closed (fulfiller)

Legal

2 Available pre-configuration categories:

Intake forms – This includes 1 record producer with variables:
- Legal Request
Notifications – this includes 12 pre-configured notifications:
- 6 Email notifications (one for each Intake form above)
  - Case Created (requestor)
  - Case Commented (requestor, fulfiller)
  - Case Assigned (fulfiller)
  - Case Closed (requestor, fulfiller)
- 3 Portal Notifications (one for each Intake form above)
  - Case Created (requestor)
  - Case Commented (requestor)
  - Case Closed (requestor)
- 3 Workspace Notifications (one for each Intake form above)
  - Case Assigned (fulfiller)
  - Case Commented (fulfiller)
  - Case Closed (fulfiller)

Source to Pay

2 Available pre-configuration categories:

Intake forms – This includes 3 record producers with variables:
- General Supplier Request
- Procurement Request
- Invoice Request
Notifications – this includes 36 pre-configured notifications:
- 18 Email notifications (one for each Intake form above)
  - Case Created (requestor, fulfiller)
  - Case Commented (requestor)
  - Case Assigned (fulfiller)
  - Case Closed (requestor, fulfiller)
- 9 Portal Notifications (one for each Intake form above)
  - Case Created (requestor)
  - Case Commented (requestor)
  - Case Closed (requestor)
- 9 Workspace Notifications (one for each Intake form above)
  - Case Assigned (fulfiller)
  - Case Commented (fulfiller)
  - Case Closed (fulfiller)

Workplace Services

2 Available pre-configuration categories:

Intake forms – This includes 1 record producer with variables:
- Workplace Services Request
Notifications – this includes 13 pre-configured notifications:
- 7 Email notifications (one for each Intake form above)
  - Case Created (requestor)
  - Case Commented (requestor, fulfiller)
  - Case Assigned (fulfiller)
  - Case Awaiting Acceptance (requestor)
  - Case Closed (requestor, fulfiller)
- 3 Portal Notifications (one for each Intake form above)
  - Case Created (requestor)
  - Case Commented (requestor)
  - Case Closed (requestor)
- 3 Workspace Notifications (one for each Intake form above)
  - Case Assigned (fulfiller)
  - Case Commented (fulfiller)
  - Case Closed (fulfiller)

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