A Beginner’s Guide: Six (6) essential elements and features of ServiceNow’s UI16 interface

[BillMartin]

Welcome to this

ServiceNow beginner’s guide on navigating ServiceNow UI16!

In this article, we’ll explore the

Six (6) essential elements and features of ServiceNow’s UI16 interface to help you get started. ServiceNow is a versatile platform designed to enhance various business processes, and understanding its UI16 interface is crucial for effectively utilizing its capabilities.

1. Understanding the ServiceNow Layout

Header Navigation

The header of the ServiceNow UI16 interface is your primary navigation hub. It includes:

• Application Navigator: Located on the left side of the screen, this is where you find and access different applications and modules. You can use the search bar at the top of this pane to quickly locate items.
• Global Search: Use this to search across all records, including incidents, changes, and users.
• User Menu: Click on your profile icon to access settings, preferences, and your user information.

Application Navigator

The Application Navigator is a collapsible pane that houses the applications and modules available to you. It has two main views:

• Favorites: For quick access to your frequently used applications and modules.
• All Applications: Displays a comprehensive list of all available applications and modules.

Content Frame

The central area of the interface where you view and interact with records. Depending on your selection in the Application Navigator, the Content Frame will display lists, forms, or other relevant content.

2. Navigating ServiceNow Modules and Applications

Finding Modules

• Search Function: Use the search bar in the Application Navigator to type keywords or names of modules. This is the fastest way to find what you need.
• Application Menu: Expand the different applications in the Application Navigator to explore the available modules and functionalities.

Accessing Records

• Lists: When you select a module, such as "Incidents," you’ll typically see a list of records. You can filter, sort, and search through these lists using the available options.
• Forms: Clicking on a specific record opens it in a form view where you can view and edit details.

3. Working with ServiceNow Lists

List Layout

The list view displays records in a tabular format. Here’s what you need to know:

• Column Headers: Click on column headers to sort data in ascending or descending order.
• Filter and Search: Use the filter icon to apply conditions and narrow down the results. The search bar allows for quick keyword searches.
• List Context Menu: Right-click on a record or use the actions menu (three dots) for additional options like viewing, editing, or deleting records.

Saving Views

• Personalize List Layout: You can modify the columns displayed and save these preferences for future use. Click the gear icon to adjust the layout and select “Save as” to create a custom view.

4. Working with ServiceNow Forms

Form Layout

When you open a record, it appears in a form layout with fields organized into sections. Key components include:

• Field Labels: Descriptive labels for each field.
• Field Types: Includes text, date, choice, and reference fields. Fields can be edited directly if you have the necessary permissions.
• Form Actions: Buttons such as “Save,” “Submit,” and “Cancel” are located at the top or bottom of the form for managing records.

Related Lists

Scroll down to view related lists associated with the current record. These lists display additional information linked to the record, such as related incidents or tasks.

5. Customizing Your ServiceNow Workspace

Personalizing Your Dashboard

• Widgets and Reports: Customize your dashboard by adding widgets and reports that are relevant to your role. Use the “Edit” option on your dashboard to add or remove elements.
• Layout Adjustments: Drag and drop widgets to rearrange them according to your preference.

Setting Preferences

• User Preferences: Access your user profile from the header to set personal preferences, such as the default home page or notification settings.
• Theme and Display: Adjust the theme and display options to fit your visual preferences.

6. Leveraging ServiceNow Additional Resources

Help and Documentation

• ServiceNow Documentation: Access the official documentation for detailed guides and technical references.
• In-Platform Help: Click the question mark icon or help links within ServiceNow for contextual assistance and tips.

Training and Support

• Online Training: Enroll in ServiceNow training courses to deepen your knowledge and skills.
• Community Forums: Join the ServiceNow Community to ask questions, share insights, and connect with other users.

Conclusion

Navigating ServiceNow UI16 might seem overwhelming at first, but with a little practice, you'll find it to be an intuitive and powerful tool for managing various business processes. By familiarizing yourself with the layout, mastering the navigation of lists and forms, and customizing your workspace, you'll be well on your way to using ServiceNow effectively.

For a more visual walkthrough of the concepts covered in this guide, check out our detailed introductory video on navigating ServiceNow UI16. The video provides step-by-step instructions and practical demonstrations to help solidify your understanding. You can watch it here ⬇️ to enhance your learning experience and get the most out of ServiceNow.

If you found this article helpful, please mark it as useful so others can benefit from it too. Happy navigating!

[BillMartin · Accepted solution]

This article provides a comprehensive guide for beginners on navigating the ServiceNow UI16 interface. It covers essential elements such as the Application Navigator, Content Frame, and how to access and manage modules and records. You'll learn how to work with lists and forms, customize your workspace, and utilize additional resources for further learning. The guide aims to simplify the process of getting started with ServiceNow UI16 and enhance your efficiency in using the platform. For a visual demonstration, be sure to check out the accompanying video linked at the end of the article.