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Case Quality Assurance (QA) reviews automation/tools

Good day all.  My teams are working on researching ways to automate and/or streamline case reviews for Quality Assurance to ensure that agents are routing cases properly and getting the end users their answers kindly, correctly, and quickly. Ideally ...

colewoods by • Tera Contributor
  • 2410 Views
  • 2 replies
  • 1 helpfuls

CSM Domain Separation: Case Domain Assignmen

Hello ServiceNow Community,We are working with ServiceNow Customer Service Management (CSM) in a domain-separated environment and need guidance on automatically assigning Cases to the appropriate domain.EnvironmentFor illustration, assume the followi...

EnriqueC by • Tera Contributor
  • 1258 Views
  • 4 replies
  • 0 helpfuls

ServiceNow SAM Pro - N-1 Report

I have enabled SAM Pro and I am currently ingesting the entitlements and installation data into the instance. I am looking for the best practices as we are trying to generate a software N-1 compliance report out of ServiceNow. Is there any OOTB optio...

chkkishore by • Tera Contributor
  • 547 Views
  • 1 replies
  • 0 helpfuls

CSM external user access to Incident records in CSM Portal

We have a requirement for an external CSM user to view Incident (incident) records associated with their customer account through a report/list on the CSM portal.The users only need read-only visibility to the appropriate Incident information. They w...

Matthew20 by • Tera Contributor
  • 572 Views
  • 3 replies
  • 1 helpfuls

Email to Case AI Agent Issue

Hi All,I have a requirement where an inbound email triggers a flow to create an HSPII record. The system then looks up the HSPII data and anonymizes the email content if it matches a predefined pattern.Based on a Decision Table, if the sender’s busin...

Customer Project - track costs related to customer and vendor

Hi,my organization uses Customer Project management (com.snc.csm_ppm) to handle projects.For a customer "C", both internal consultants as well as external consultants from a Vendor V can work on the same customer project.When a "V consultant" (from t...

maronis by • Mega Guru
  • 736 Views
  • 1 replies
  • 0 helpfuls

Best practice for Business Portal password reset

Hi Community,We are using the ServiceNow Business Portal (CSM) for external customers and have a question about the recommended password-reset process.Current configuration:Password Reset Process: Default Self ServiceCredential Store: Local ServiceNo...

sn-ushi by • Tera Contributor
  • 773 Views
  • 4 replies
  • 0 helpfuls

Security Center Installation in PDI

Hi,I am trying to set up Security Center in my PDI. I can see that the Security Center plugin is already installed.However, I am unable to find the sn_svc roles in the instance. Since I need to perform an end-to-end Security Center implementation for...

JacklinR by • Giga Contributor
  • 797 Views
  • 1 replies
  • 0 helpfuls

Document Intelligence Custom Use Case

Need assistance with a detailed solution. Our requirement is to fill a smart assessment form from the portal by uploading attachments that contain questions and answers. The Document Intelligence solution should extract the data from these attachment...

AlbertoV by • Tera Contributor
  • 940 Views
  • 1 replies
  • 0 helpfuls

Custom Responsibility and responsibility access configuration

Hi Experts, I am trying to create a custom responsibility to provide different access to contacts based on a condition. For ex: case editor - should get access to read and write when certain conditions are fulfilled . case reader - should get access ...

Resolved! Description field in CSM Case?

In a greenfield out-of-the-box ServiceNow CSM implementation there is no Description field, only a Short Description field, on the CSM Case form. Is this intentional, and would it be considered best practice to add the Description field or not? Of co...

Lars Bolk by • Tera Contributor
  • 898 Views
  • 4 replies
  • 3 helpfuls