ITSM User Onboarding: Playbook and Notification Design

Sandeep Goudar
Tera Contributor

Hello Dev Community,

I am working on a Paybook -based onboarding flow in ITSM. I have created a catalog item where the requester enters the necessary details of the onboarding user and submits the request.

Once the request is submitted, an email should be triggered automatically to the onboarding user, instructing them to complete a set of mandatory trainings. After the user completes these trainings, another email should be sent to the ITSM team notifying them that the mandatory trainings are completed.

Next, the user’s manager should trigger a second email to the onboarding user explaining how to apply for ITSM access. After the onboarding user completes this step, their user ID should be created and ITSM access should be provisioned.

Once access is granted, the onboarding user should be able to view the generated RITM and Paybook in the system and complete all required onboarding activities.

I would like guidance on how to configure this workflow in ServiceNow.

Thanks, 
Sandeep.

5 REPLIES 5

SohamTipnis
Tera Guru

Hi @Sandeep Goudar,

 

Prefer this link: https://www.youtube.com/watch?v=o-SeteN1HZE.

 

If you find my answer useful, please mark it as Helpful and Correct 😊

 

Regards,

Soham Tipnis

ServiceNow Developer ||  Technical Consultant

LinkedIn: www.linkedin.com/in/sohamtipnis10

In this ServiceNow Tutorial, Sr. Technical Consultant Jordan Rogus gives a demo on Playbooks in ServiceNow. ServiceNow® Playbook experiences enable you to customize the default Playbook user experience to interact with your desired business process workflow. Playbook provides fulfillers with a way