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Xanadu Employee Service Management

Legal Counsel Center reference

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Table of contents
  • Employee Service Management
    • HR Service Delivery
      • HR Service Delivery overview
      • Case and Knowledge Management
        • Activate Case and Knowledge Management
          • Components installed with Case and Knowledge Management
        • HR Administration
          • Guided setup for HR Service Delivery
          • HR properties
          • Configure how HR cases are created
          • Application view of HR catalog
          • HR notifications
            • Add or modify email content for notifications
            • Email notification layout for HR Service Delivery notifications
          • Collect employee input
            • Create an employee form
            • Create an HR criteria record for an employee form
          • HR criteria
          • HR surveys
            • Add or modify an HR survey
            • Add or modify HR survey categories and questions
            • Publish a new HR survey
            • Add a trigger condition for an HR survey
          • Managed lists
            • Add or modify departments
            • Add or modify locations
            • Add or modify employee positions
            • Add or modify employee relationships
            • Add or modify benefit types
            • Add or modify benefit plans
            • Add or modify disciplinary issue types
            • Add or modify disciplinary warning types
            • Add or modify HR systems
            • Add or modify HR report frequencies
            • Add or modify HR report types
            • Add or modify visa categories
          • HR Knowledge Management
            • Create an HR knowledge article
            • Attach knowledge articles to an HR case
            • Knowledge blocks for HR knowledge management
          • HR services
            • HR Centers of Excellence data model
              • HR service categorization
            • HR service configuration
              • Configure an HR service
                • Configure a service activity for an HR service
                  • Configure an approval
                  • Configure a task
                  • Configure a child HR service
                • Configure the HR case creation form for an HR service
                • Configure the HR case form for an HR service
                • Add a custom column (field) to an HR table
              • Configure an HR case template
              • Configure a record producer for an HR service
            • HR service catalog management
              • HR service catalog categorization
              • HR catalog item configuration
                • Create an HR catalog item
                • Edit the record producer for an HR catalog item
                • Edit the HR case template for an HR catalog item
                • Link knowledge articles or managed documents to an HR catalog item
            • HR fulfillment instructions
              • Configure HR fulfillment instructions
            • HR templates
              • Configure an HR task template
          • Manage HR roles
            • Remove HR Administrator role from IT System Administrators
            • Add Delegated Developer to HR Administrator
            • Manage HR Groups
            • HR skills management
              • Assign an HR skill to a group
              • Add or modify an HR skill
              • Assign an HR skill to a user
            • Add or modify escalation rules
            • Client roles
              • Client role assignment rules
          • HR Service Delivery case assignment
            • Advanced Work Assignment (AWA) for HR Service Delivery
            • Assignment and matching rules in HR
              • Add or modify an HR assignment rule
              • Test an assignment rule
              • Add or modify a matching rule
          • Labor unions
            • Setting up labor unions
              • Create a labor union
              • Create a local chapter
              • Create union contacts
            • Using Labor Unions
              • Create employee union memberships
          • Configure an HR badge
          • Response templates for HR Service Delivery
          • HR synonym dictionary
          • HR security
          • HR chat from lists and forms
            • Manage the HR chat queue
            • Monitor the HR chat queue
            • Create an HR case from a chat
          • Capturing multiple job records for a user
          • Standard Ticket Page view for HR Service Delivery
            • Configure custom HR services
            • Enable the page route map
          • Translations for HR cases and tasks
          • Employee Profile table
            • Activate Employee Profile
              • Components installed with Employee Profile
          • Link generator for HR Service Delivery
            • Add or modify an HR deep link
          • HR flows and triggers
            • Activate an HR flow
        • Explore and use HR Case and Knowledge Management
          • Understanding Case and Knowledge Management
          • HR Service Delivery Process Mining
          • HR Case Management
            • Create an HR case
              • Open an HR case to create a Journey Accelerator action plan
              • Request a background check through a third-party background check provider
              • Request an electronic signature through the Docusign service
              • Request an electronic signature through the Adobe Sign service
            • Work an HR case
              • View HR case information
              • HR document generation
                • Edit a generated document
              • Secure HR case attachments
              • Sending an email from a case
              • Checklists in HR cases
              • Adding an HR task to an HR case
                • Create Office Space Request Task
              • View HR task information
              • Add adhoc approvers to a case
            • Resubmit an HR case for approval
            • Transfer an HR case
              • Configure HR transfer case
              • Move an HR case from one HR service to another
            • Escalate an HR case
            • Suspend and resume an HR case
            • Add special handling notes for an HR Service Delivery case
            • HR cases for VIPs
            • Creating bulk cases
              • Create a bulk case request
              • Create a user segment group
              • Manage a user group segment
        • Employee Relations cases
          • Activate Employee Relations
          • Setting up Employee Relations
            • Use Guided Tours in Employee Relations
              • Enable guided tours in Employee Relations
            • HR Service Delivery Employee Relations case restrictions
            • Configure an employee relations case restriction
            • Create a COE security policy
            • HR Service Delivery case restrictions for an Employee Relations agent
            • HR Service Delivery employee relations allegation types and subtypes
            • Configure an employee relations allegation type
            • HR Service Delivery Employee Relations assignment rules
            • HR Service Delivery Employee Relations matching rules
            • Interview Management
            • Evidence Management for Employee Relations
            • HR Service Delivery Employee Relations accommodations
              • Create accommodation types
          • Using HR Service Delivery Employee Relations
            • Create an HR Service Delivery Employee Relations case using the legacy UI
            • Create an HR Service Delivery Employee Relations case using Agent Workspace
            • Create an involved parties record
            • Create an allegation record for HR Service Delivery Employee Relations in the legacy UI or Agent Workspace
            • Create a corrective action in HR Service Delivery Employee Relations in the legacy UI or Agent Workspace
            • HR Service Delivery Employee Relations dashboards
            • Employee Relations Performance Analytics Executive Overview
            • Performance Improvement Plan (PIP) service
              • Configure a PIP lifecycle event
              • Initiate a PIP request
              • Acknowledge a PIP request
              • Complete PIP assessment
          • Analytics and Reporting Solutions for Employee Relations
            • Activate the Analytics and Reporting Solution for Employee Relations
            • Configure the Analytics and Reporting Solution for Employee Relations
            • Employee Relations Executive Overview dashboard
          • Employee Relations integration with Universal Request and Legal Investigations
        • HR Profile
          • HR profile editable field configuration
          • HR profile and HR case security
          • Customized profile information
          • Add field security in HR
          • HR profile encrypted tax identification fields
          • Generate HR Profiles
          • Add or modify an HR profile
          • Add or modify contacts for HR
          • Who is covered
          • Add or modify a beneficiary
          • Enroll in a health plan
          • Add or modify Life, AD&D insurance benefits
          • Enroll in the company retirement plan
          • Add or modify disability insurance benefits
          • Add or modify employee union membership
          • Setup or update your direct deposit
          • Request tuition reimbursement
          • Add or modify accommodations
        • HR Dashboards & Reports
          • View Overview Dashboard
          • View Manager Dashboard
          • View HR Case Dashboard
          • Run Reports
            • Available HR reports
          • Evaluate HR survey responses
          • Satisfaction Survey Scorecard
        • HR Service Delivery integration with Service Portfolio Management and Digital Portfolio Management
          • Adopt CSDM methodology
            • HR Service Delivery and CSDM tables
            • Roles for CSDM service table configurations and service mappings
            • Create a service table configuration in Service Portfolio Management
            • Configure CSDM service mappings
      • Admin Workspace for Service Providers overview
        • Use Guided Tours in Admin Workspace for Service Providers
      • Employee Journey Management
      • Journey designer
        • Explore Journey designer features
          • Journey details guided tours
          • Journey overview guided tour
        • Installation and configuration overview
          • Install Journey designer version 3
          • Install Journey designer version 2
          • Install Journey designer version 1
          • Add or repair demo data for applications and plugins
          • Fix Restricted Caller Access (RCA) approval requests
          • Configure Journey designer features
            • Create and configure Journey designer journeys
            • Manage Journey designer user roles
            • Manage Journey designer bulk updates for tasks
              • Remove a task type from bulk update
              • View Journey designer bulk request task records
            • Creating and managing quick links for journeys
              • Create a quick link as an administrator
              • Delete a quick link created by an administrator
            • Update users' permissions for journeys
            • Create and configure Journey designer headers
            • Create and manage Journey types
            • Create and manage plan types
            • Create and manage plan configurations in Journey designer version 1
            • Setup the Journey designer version 2 plan configuration review and approval process
              • Create Journey designer plan configuration
              • Assign owners and approvers to a journey configuration
              • Change Journey designer version 2 plan configuration owners or approvers
            • Create and manage stages
            • Add stage configurations
            • Create a satisfaction score action
            • Creating and managing audience-specific templates
              • Create and manage action plan task templates
              • Manage to-do templates created by managers in Journey designer
            • Recommended learning in journey configurations
              • Task template fields
              • Add or modify recommended learning in the Journey designer app
              • Delete recommended learning in the Journey designer app
              • Configure a solution definition for the journey recommendations
            • Employee Center (EC) homepage journey tabs widget
              • Add Journey designer widget
        • Integrations for Journey designer app
          • Integrating Learning Posts with Journey designer
          • Integrating Listening Posts with Journey designer
          • Integrating Manager Hub with Journey designer
          • Integrating Microsoft Exchange Online spoke with Journey designer
          • Integrating HR Service Delivery Virtual Agent Conversations app with Journey designer
        • Using Journey designer
          • Journey designer plan configuration template process, owners, and maintenance
            • Journey designer plan configuration owners
              • Update and publish changes to plan configurations
              • Create and update task templates for plan configurations
              • Add or update stages in a journey plan configurations
            • Journey designer plan configuration approvers
              • Review and approve plan configuration changes
          • Managers, mentors, and employees work with journeys in the Employee Center
            • Journey view for a manager
            • Create a journey
            • Create a task template
            • Add task template to journey
            • Mentors can modify and manage journeys
            • Add, edit, or delete journey quick links
            • Journey view for an employee
              • Employees view and complete journeys
              • Configure task count for your next tasks widget
              • View and update your next tasks
            • Manage Journey designer task updates in bulk
              • Update similar tasks in bulk
            • Send a personal message to journey users
            • Display learning recommendations to the Manager creating a journey
              • Add recommended learning to a journey
          • Journey designer dashboards and reports
            • Create and manage Journey designer dashboards
            • Journey overview dashboard
            • Executive journey view dashboard
          • Now Assist Virtual Agent topics for Journey designer
        • Journey designer reference
          • Components installed with Journey designer
          • Journey designer Journey Configuration fields reference
          • Journey designer Model task fields
          • Journey designer version 2 plan configuration fields
          • Journey designer header configuration fields reference
          • Journey designer user permissions reference
          • Journey designer journey template reference
      • Journey Accelerator
        • Exploring Journey Accelerator
          • Journey Accelerator versions and release compatibility
        • Install and configure Journey Accelerator
          • Verify the Journey Accelerator installation
          • Modify a scheduled job for Publish Journey Accelerator plans
          • Configure action plan access in the Employee Center
            • Update the Employee Center theme
            • Add a Journey Accelerator action plan link to the My active items widget
              • Create activity configuration details for the Journey Accelerator action plan items activity
            • Add a Journey Accelerator action plan menu to the Employee Center
          • Creating and managing audience-specific Journey Accelerator templates
            • Create and manage Journey Accelerator plan types
            • Enable automatic action plan creation
              • Activate the Create a new action plan for your employee activity
            • Customize and manage Journey Accelerator plan headers
              • Customize field labels in a Journey Accelerator plan header
            • Create and manage Journey Accelerator stages
            • Create and manage action plan task templates
            • Manage to-do templates created by managers
            • Create and manage Journey Accelerator plan configurations
            • Managing existing Journey Accelerator plans created by managers
          • Configure and manage the Action Plan Guided Tour for Journey Accelerator
        • Journey Accelerator integrations
          • Microsoft Exchange Online setup for Journey Accelerator
            • Update system properties for Microsoft Exchange Online in the Journey Accelerator app
          • Listening Posts with Journey Accelerator
          • Learning Posts with Journey Accelerator
        • Working with Journey Accelerator plans
          • Monitor Journey Accelerator plans
          • Create and track plans for your employees
            • Edit existing Journey Accelerator plans
            • Manage action plan to-do tasks and create templates
              • Add or modify an action plan to-do
          • Employees view and complete action plans
          • Mentor employees by using a Journey Accelerator plan
        • Journey Accelerator reference
          • Journey Accelerator task template fields
          • Journey Accelerator Model Task fields
          • Action plan to-do task fields
          • Components installed with Journey Accelerator
      • Lifecycle Events
        • Activate Lifecycle Events
          • Lifecycle event script includes and APIs
          • Lifecycle Events workflows
        • Activate Lifecycle Events for Enterprise
        • Building a lifecycle event
          • Document the lifecycle event process
          • Configure the supporting components for a lifecycle event
            • Configure an owning group for a lifecycle event
            • Configure an activity configuration for a lifecycle event
            • Configure a schedule content template for a lifecycle event activity
          • Configure a lifecycle event
            • Configure a lifecycle event activity set
            • Lifecycle Events evaluation interval
              • View and use the Condition with Event BR (Demo) activity set
              • View and use the Condition with Event BR (Demo) business rule
              • Change the evaluation interval default wait time
              • Configure a Lifecycle Events trigger for activity sets
                • Lifecycle Events activity set trigger types
              • Lifecycle Events triggers and workflow reference
            • Configure a lifecycle event activity
            • Configure the rescind process for a Lifecycle Events activity
          • Configure an HR service for a lifecycle event
          • Configure an HR service for a journey
          • Using the Test Activity Sets tool for a lifecycle event activity set
            • Preview and test a Lifecycle Events case
        • Lifecycle Events employee requests
          • Configure Lifecycle Events employee requests
          • Verify Lifecycle Events Employee requests configuration
          • Create a Lifecycle Events Employee Request from the Employee Center
        • Clone a lifecycle event
        • Filter lifecycle event activities
        • Lifecycle event properties
        • Support multiple jobs in a lifecycle event
        • Configure the UI of the lifecycle event builder
        • Create an HR case for a lifecycle event
          • Ad hoc cases and tasks for lifecycle event cases
          • Monitor the status of a lifecycle event case
          • Resume a lifecycle event case
        • Lifecycle event dashboards
        • Lifecycle Events reference
          • Components installed with Lifecycle Events for Enterprise
          • Components installed with Lifecycle Events
      • Learning Posts
        • Initiate a learning task from a lifecycle event
          • Create a learning template
        • Learning tasks widgets
      • Listening Posts
        • Exploring Listening Posts
        • Configuring Listening Posts
          • Widgets for Listening Posts
          • Enable a Listening Posts voluntary survey
        • Creating and delivering pulse surveys
          • Create a pulse question in Listening Posts
            • Create a question bank in Listening Posts
          • Create a pulse theme in Listening Posts
            • Add a pulse report in Listening Posts
            • Create a response sharing rule in Listening Posts
          • Create a pulse survey in Listening Posts
            • Automatically initiate a pulse survey from Listening Posts
          • Create a pulse survey as content in Listening Posts
          • Delivering pulse surveys in Listening Posts
        • Complete a Listening Posts pulse survey
          • Take a Listening Posts voluntary survey
        • Listening Posts integrations
          • Integrating Listening Posts integration with Virtual Agent
          • Integrating Listening Posts with User Experience Analytics
          • Integrating Listening Posts with Journey designer
        • Reporting capabilities for Listening Posts
        • Reference for Listening Posts
      • Lifecyle events for enterprise
        • Understanding Lifecyle events for enterprise
        • Install Lifecyle events for enterprise
        • Business roles
          • Configure a business role
          • Update the assign_business_roles_catalog system property
        • Lifecyle events for enterprise integrations
          • Okta integration for new hire onboarding
            • Set up the Okta integration for new hire onboarding
          • Microsoft Azure AD integration for new hire onboarding
            • Set up the Microsoft Azure AD integration for new hire onboarding
          • Sailpoint integration for new hire onboarding
      • E-signature applications of HR Service Delivery
        • HR e-signature
          • Select an HR document template for an e-signature task
          • Migrate existing HR task templates and open HR tasks to e-signature
        • HR document templates
          • Migrating from HR Document Templates to Document Templates
          • Configure an HR document template (HTML)
          • Configure an HR PDF document template
            • Add or modify a PDF template mapping
          • Using document types with HR document templates
          • Adding a signature acknowledgment for HR documents
          • Signature pad for HR
            • Activate the Signature Pad plugin
        • Document Templates
          • Exploring Document Templates
            • Use Cases
            • Use Guided Tours in Document Templates
          • Setting up Document Templates
          • Using Document Templates: HR Service Delivery use case
            • Document template categories
            • Document Templates of type HTML
              • Configure an HTML document template
              • Create participants for an HTML document template
              • Insert signatures
              • Variables supported in HTML document templates
                • Add customized variables in a document template
              • Document template scripts
              • Document blocks in Document Templates
                • Create document blocks in Document Templates
                • Create block content in Document Templates
                • Use Localization Framework for Document Templates
            • Document Templates of type PDF (Advanced forms)
              • Configure a PDF document template
              • Define a PDF field mapping
              • Create participants for a PDF document template
              • Mark a signature block
            • Document Templates configurations
            • Work on a document task
              • Fill and sign a PDF document
              • Sign an HTML document
              • Review a PDF document
              • Resubmit a PDF document
            • Document generation methods
            • Document tasks generation
          • Using Document Templates: Generic use case
          • Reference for Document Templates
      • Federal plugin
        • Set up Federal plugin
        • Using Federal plugin
        • Federal plugin reference
      • Learning Core
        • Exploring Learning Core
          • Learning Core Home page
        • Configuring Learning Core
          • Administration tasks in Learning Core
            • Create a source for a learning system
            • Configure properties for Learning Core
            • Configure a learning system
          • Integrating Learning Core with third-party learning management systems
            • Sources for Learning Core
            • Activate Learning Core flows
        • Managing course and catalog content
          • Create a course catalog
            • Create courses to add to a course catalog
            • Define user access to course catalog
          • Create a content collection
            • Add course items to collection
            • Define user access to course within a collection
            • Add learning course sections
          • Create internal learning content
          • View external learning content
          • Create a learning library
            • Add course items to learning library
            • Add users to learning library
          • Create a learning task
        • Reporting Solutions for Learning Core
        • Learning Core Reference
          • Components installed with Learning Core
          • Course catalog form
          • Learning library form
          • Learning task form
          • Life-cycle stages of a content collection in Learning Core
          • Learning internal content form
          • Learning External Contents form
          • Collection form
      • Anonymous Report Center (ARC)
        • Setting up the Anonymous Report Center
          • Activate the Anonymous Report Center
        • Using the Anonymous Report Center
          • Anonymously report misconduct
          • Anonymously report discrimination
          • Access an anonymous report
      • Employee Document Management
        • Exploring Employee Document Management
        • Configuring Employee Document Management
          • Activate Employee Document Management
          • Defining and setting for employee documents
        • Using Employee Document Management
          • Managing employee documents
          • Employee document management bulk imports
            • Use import mapping to locate and transform source employee documents
            • Configuring employee document management bulk import with source document repository
            • Bulk import map examples
            • Correcting employee documents in the staging table
        • Employee Document Management dashboard
        • Reference - Employee Document Management
          • Properties for Employee Document Management application
          • Components installed with Employee Document Management
      • Workforce Optimization for HR Overview
        • Exploring Workforce Optimization for HR
          • Workforce Optimization for HR Manager Workspace Landing Page
        • Configuring Workforce Optimization for HR
        • Using Workforce Optimization for HR
          • Workforce Optimization for HR Manager workspace
          • Teams in Workforce Optimization for HR
          • Scheduling in Workforce Optimization for HR
            • Create a shift plan
              • Create a work shift
                • Add schedule breaks to a shift
              • Create an on-call shift
                • Create on-call rotation
            • Create a schedule plan
            • Publish a schedule plan for visibility into team coverage
            • Track and manage team schedule
            • Monitor schedule adherence
            • Analyze adherence and conformance
            • Analyze staff alignment using Demand Forecast in Workforce Optimization for HR
            • Add events to a team calendar
            • Swap your agents' shifts in Workforce Optimization for HR
          • Coaching in Workforce Optimization for HR
            • Skills Overview in Workforce Optimization for HR
            • Learning in Workforce Optimization for HR
              • Create a course catalog in Workforce Optimization for HR
              • Create a learning library in Workforce Optimization for HR
              • Create internal learning in Workforce Optimization for HR
              • Access external courses on Workforce Optimization for HR
                • Assign a course item to agents
              • Create a learning path in Workforce Optimization for HR
              • Assign a learning path to agents
              • Create a learning task
        • Workforce Optimization for HR reference
      • Employee Experience Pack
      • HR Service Delivery Agent Workspace (Classic)
        • HR Service Delivery Agent Workspace Guided Setup
        • Exploring HR Service Delivery Agent Workspace
        • Setting up HR Service Delivery Agent Workspace
          • Classic HR Service Delivery Agent Workspace landing page
          • At a Glance panel
          • HR Service Delivery Agent Workspace contextual side panel
          • Advanced Work Assignment (AWA) for HR Service Delivery Agent Workspace overview
            • Configure Agent Chat for HR Service Delivery Agent Workspace
            • Configure AWA queues for HR Service Delivery Agent Workspace
            • Configure AWA chat groups for HR Service Delivery Agent Workspace
            • Service channels for HR Service Delivery Agent Workspace
            • Agent Affinity for HR Service Delivery Agent Workspace
          • Computer telephony integration (CTI) for HR Service Delivery Agent Workspace
            • Computer telephony integration (CTI) demo installation and configuration for HR Service Delivery Agent Workspace
          • Special handling notes with HR Service Delivery Agent Workspace
        • Using the HR Service Delivery Agent Workspace
          • Create case in Classic HR Service Delivery Agent Workspace
          • Create a task for a case using HR Service Delivery Agent Workspace
          • Using At a Glance for HR Service Delivery Agent Workspace
          • Viewing SLAs for HR Service Delivery Agent Workspace
          • Custom My List for HR Service Delivery Agent Workspace
          • Using checklists in HR Service Delivery Agent Workspace
          • Sending an email in HR Agent Workspace
            • Sending an email notification after reassignment
          • Response template for HR Service Delivery Agent Workspace
            • Use Response templates on an HR case
            • Use Response templates in an email
            • Use Response templates in chat
          • Receiving a duplicate case warning with HR Service Delivery Agent Workspace
          • Using the More icon in HR Service Delivery Agent Workspace
          • Adding or substituting approvers to a case in HR Service Delivery Agent Workspace
          • Creating reusable templates in HR Service Delivery Agent Workspace
            • Create and sign document tasks from document tasks in Agent Workspace
          • Employee Document Management for HR Service Delivery Agent Workspace
          • Machine learning solutions for HR Service Delivery Agent Workspace
            • Auto determination of HR service in HR Service Delivery Agent Workspace
            • Auto determination of assignment group in HR Service Delivery Agent Workspace
            • Similar closed cases in HR Service Delivery Agent Workspace
          • Using the deep link feature in HR Service Delivery Agent Workspace
          • E-signature in HR Service Delivery Agent Workspace
          • Using chat in HR Service Delivery Agent Workspace
          • SMS conversations in HR Service Delivery Agent Workspace
            • Set up HR Service Delivery Conversational SMS service channel
            • Compose an SMS message from a chat in HR Service Delivery Agent Workspace
          • Using interactions in HR Service Delivery Agent Workspace
          • Working lifecycle event cases in HR Service Delivery Agent Workspace
          • View a special handling note in HR Service Delivery Agent Workspace
          • Using the activity stream in HR Service Delivery Agent Workspace
            • Create a work note or comment in HR Agent Workspace
          • Create a reminder in HR Service Delivery Agent Workspace
        • HR Service Delivery Playbook
          • Exploring HR Service Delivery Playbook
          • Setting up HR Service Delivery Playbook
            • Configure HR Service Delivery playbook card
            • HR Playbook Experience
              • Configure HR Playbook Experiences
              • Configure HR Playbook activity overrides
              • Configure HR Playbook activity actions
          • Using HR Service Delivery Playbook
        • HR Service Delivery Agent Workspace integration with Universal Request
          • Create an HR case from Universal Request in HR Service Delivery Agent Workspace
          • Work on an HR case of Universal Request in HR Service Delivery Agent Workspace
          • Transfer an HR case to Universal Request HR Service Delivery Agent Workspace
      • Agent Workspace for HR Case Management (Configurable)
        • Exploring Agent Workspace for HR Case Management
          • Use Guided Tours in Agent Workspace for HR Case Management
        • Setting up Agent Workspace for HR Case Management
          • Agent Workspace for HR Case Management Guided Setup
          • Install Agent Workspace for HR Case Management
          • RCA approvals in Agent Workspace for HR Case Management
          • UI Builder for Agent Workspace for HR Case Management
            • Create a landing page variant
              • Landing page configuration example
            • Enable a detailed data display within a report
            • Configure quick links in Agent Workspace for HR Case Management
            • Configure contextual side panel tabs in Agent Workspace for HR Case Management
          • Page configurations
        • Using Agent Workspace for HR Case Management
          • Lists in Agent Workspace for HR Case Management
            • Create My Lists
          • Create a case in Agent Workspace for HR Case Management
            • Enhance search criteria
          • Create a task for a case using Agent Workspace for HR Case Management
          • Agent Workspace for HR Case Management contextual side panel
            • Using At a Glance in Agent Workspace for HR Case Management
              • Configure the At a Glance panel
            • Using checklists in Agent Workspace for HR Case Management
            • Response templates in Agent Workspace for HR Case Management
              • Using a Response template in an HR case or HR task record
              • Using a Response template in chat
              • Using a Response template in an email
            • Add personal notes
            • Resolve HR cases using guided decision trees in Agent Workspace for HR Case Management
              • View a sample decision tree in Agent Workspace for HR Case Management
          • Using the More icon in Agent Workspace for HR Case Management
            • Create a reminder in Agent Workspace for HR Case Management
            • Creating a case from an HR case
            • Transfer a case in Agent Workspace for HR Case Management
            • Escalating a case in Agent Workspace for HR Case Management
            • Secure documents
            • Report a knowledge gap from a case in Agent Workspace for HR Case Management
              • View assigned knowledge tasks in Agent Workspace for HR Case Management
          • Add adhoc approvers to an HR case in Agent Workspace for HR Case Management
          • Templates in Agent Workspace for HR Case Management
            • Create and sign document tasks in Agent Workspace for HR Case Management
            • Edit a generated document in Agent Workspace for HR Case Management
          • Generate a summary report
          • Sending an email in Agent Workspace for HR Case Management
            • Send an email notification after reassignment
          • Using interactions in Agent Workspace for HR Case Management
            • Create interactions in Agent Workspace for HR Case Management
          • Lifecycle event cases in Agent Workspace for HR Case Management
            • Create a lifecycle event case using Agent Workspace for HR Case Management
          • Using the activity stream in Agent Workspace for HR Case Management
          • Machine learning solutions in Agent Workspace for HR Case Management
            • Auto determination of HR service in Agent Workspace for HR Case Management
            • Auto determination of assignment group in Agent Workspace for HR Case Management
            • Display similar closed cases in Agent Workspace for HR Case Management
          • Working with approvers for a case in Agent Workspace for HR Case Management
            • Add or substitute an approver in a case
            • Add adhoc approvers to an HR case
            • View approval history in Agent Workspace for HR Case Management
          • Customize tab label in Agent Workspace for HR Case Management
          • Customize related lists in Agent Workspace for HR Case Management
          • Customize Activity stream in Agent Workspace for HR Case Management
          • Customize fields in a form in Agent Workspace for HR Case Management
          • Highlight fields in Agent Workspace for HR Case Management
          • Employee Document Management for Agent Workspace for HR Case Management
            • Create or upload employee documents using Agent Workspace for HR Case Management
            • Move employee documents in Agent Workspace for HR Case Management
          • E-signature in Agent Workspace for HR Case Management
            • Sign and generate a document in Agent Workspace for HR Case Management
          • Using the deep link feature in Agent Workspace for HR Case Management
          • Using chat in Agent Workspace for HR Case Management
            • Working from the agent inbox in Agent Workspace for HR Case Management
          • Viewing SLAs for HR Service Delivery Agent Workspace
          • SMS conversations in HR Service Delivery Agent Workspace
            • Set up HR Service Delivery Conversational SMS service channel
            • Compose an SMS message from a chat in HR Service Delivery Agent Workspace
          • View a special handling note in HR Service Delivery Agent Workspace
          • Create a bulk case request using Agent Workspace for HR Case Management
            • Specify a user segment group for a bulk case request in Agent Workspace for HR Case Management
            • Review users in a user segment group
        • Agent Workspace for HR Case Management reference
          • Create a new case form
          • Page Configurations reference
          • Highlighted value condition form
          • Bulk case request form
        • HR Service Delivery Playbook
          • Exploring HR Service Delivery Playbook
          • Setting up HR Service Delivery Playbook
            • Configure HR Service Delivery playbook card
            • HR Playbook Experience
              • Configure HR Playbook Experiences
              • Configure HR Playbook activity overrides
              • Configure HR Playbook activity actions
          • Using HR Service Delivery Playbook
        • HR Service Delivery Agent Workspace integration with Universal Request
          • Create an HR case from Universal Request in HR Service Delivery Agent Workspace
          • Work on an HR case of Universal Request in HR Service Delivery Agent Workspace
          • Transfer an HR case to Universal Request HR Service Delivery Agent Workspace
      • Alumni Service Center
        • Exploring the Alumni Service Center
        • Setting up your Alumni Service Center
          • Configure alumni creation
          • Properties for Alumni Service Center
          • Add an import set of alumni for Alumni Service Center
          • Edit staged users for Alumni Service Center
        • System notifications for Alumni Service Center
          • Configure email and password resets for the Alumni Service Center
        • Using your Alumni Service Center
          • Register on the Alumni Service Center website
      • Manager Hub
        • Explore Manager Hub
        • Configure Manager Hub
          • RCA approvals for Manager Hub
          • Activate a scheduled job
          • Configure important dates
          • Configure team requests
          • Configure team data
          • Configure team column data
          • Configure team filters
          • Set up View as Direct Reports
          • Configure daily stats
          • Configure to do mappings
          • Configure widgets
        • Use Manager Hub
          • Get your team brief
            • Proactive Prompts for managers
          • Know your team members
            • Set up View as Direct Reports
            • View employee details
          • Get team insights
          • Know your team's skills
            • Skills summary of your team
            • View the skill distribution of your team
            • View employee cards in Skills Expectations section
            • Skill details of an employee
          • Utilize Manager Library
          • Use the Employee Summary Virtual Agent topic in Manager Hub
        • Integrate Manager Hub
        • Reference for Manager Hub
          • Components installed with Manager Hub
          • Campaign configurations for Manager Hub
          • Default configurations for important dates
          • Default configurations for team requests
          • Default configurations for team data
          • Default configurations for team column data
          • Default configurations for filter groups
          • Default configurations for daily stats
          • Default configurations for To do's
          • Default proactive prompts for Manager Hub
          • Use the View menu icon in Manager Hub
          • Assign learning form
          • Create a conversation form
          • Schedule a conversation form
      • Leader Hub
        • Exploring Leader Hub
          • At a glance page
          • Org talent page
            • Team details page
        • Installing and configuring Leader Hub
          • Install the Leader Hub application
          • Configure metrics for employee engagement
          • Configure time range data in tenure widgets
          • Assign a leader or supporter role to a user record
          • Create support relationships
          • Quick start tests for Leader Hub
            • Run quick start tests for Leader Hub
        • Integrations for Leader Hub
        • Using Leader Hub
          • View north-star and drill-down metrics
          • View team details
          • Use the View menu icon in Leader Hub
          • View skill details
          • View organizations you support
          • Use the Employee Summary Virtual Agent topic in Leader Hub
        • Leader Hub reference
          • Leader Hub Metric Configurations table
          • Org Support Relationships table
          • Create a conversation form
          • Schedule a conversation form
      • HR Success Dashboard indicators
        • Explore the HR Success Dashboard indicators
          • HR Success Dashboard indicators components
        • Configure HR Success Dashboard indicators
          • Install the HR Success Dashboard indicators
          • Configure the Knowledge Base articles
          • Configure the Virtual Agent topics
          • Run Update formula script for HR Success Dashboard indicators
          • Activate Performance Analytics jobs
        • Measure the performance of the HR implementation
        • HR Success Dashboard indicators reference
          • HR Success Dashboard indicators KPI definitions and formulae
      • Now Assist for HR Service Delivery (HRSD)
        • Exploring Now Assist for HR Service Delivery (HRSD)
          • Supporting information for Now Assist for HR Service Delivery (HRSD)
        • Configure Now Assist for HR Service Delivery (HRSD)
          • Skill inputs and triggers for Now Assist for HR Service Delivery (HRSD)
          • RCA approvals for Now Assist for HR Service Delivery (HRSD)
          • Restrict Now Assist capabilities for employee relations cases
          • Configure Gen AI Virtual Agent for HRSD
          • Configure the Now Assist for HRSD Virtual Agent topics
          • Configure HCM AI agents from the HR Service Delivery AI Agent Collection
          • Configure sensitivity detection in Now Assist for HR Service Delivery (HRSD)
        • Using agentic workflows in Now Assist for HR Service Delivery (HRSD)
          • HR Service Delivery AI Agent Collection Resolve Policy use case
        • Using Now Assist for HR Service Delivery (HRSD)
          • Summarize a chat conversation by using Now Assist for HR Service Delivery (HRSD)
          • Summarize a Sidebar discussion by using Now Assist for HR Service Delivery (HRSD)
          • Generate a chat reply recommendation by using Now Assist for HR Service Delivery (HRSD)
          • Generate a knowledge article from HR Agent Workspace with Now Assist
          • Generate a knowledge article from multiple cases
          • Generate an email reply recommendation by using Now Assist for HR Service Delivery (HRSD)
          • Summarize a case by using Now Assist for HR Service Delivery (HRSD)
          • Detect sensitive topics by using sensitivity detection in Now Assist for HR Service Delivery (HRSD)
          • View employee summary reports
          • Summarize actions while transferring an HR case
          • Generate the resolution notes for a case by using the Now Assist for HR Service Delivery (HRSD)
          • Use Knowledge Graph in Now Assist for HRSD
          • Use the Now Assist panel in Agent Workspace for HR Case Management
          • Submit an HR request with Gen AI Virtual Agent
          • Now Assist for HR Service Delivery (HRSD) integration with Enterprise Service Management Integrations Framework
            • Now Assist for HRSD Virtual Agent topics
        • Reference for Now Assist for HR Service Delivery (HRSD)
          • Sensitivity detection configuration table filters
          • Sensitivity detection configuration tables
          • Sensitivity detection human resource value types
      • HR Service Delivery for mobile
        • Activate HR Service Delivery for mobile
          • Components installed with Now Mobile for HR Service Delivery
          • Configurations for the Now Mobile app for HR Service Delivery
        • Administer Now Mobile
          • Select a Lifecycle Event for Now Mobile
          • Configure a media section for Now Mobile
          • Enable Agent Chat in Now Mobile
          • Configure Journeys for Now Mobile
        • Hiring manager experience for new hire onboarding
        • Journeys on Now Mobile
      • Proactive Prompts
        • Exploring Proactive Prompts
        • Install Proactive Prompts
        • Configuring Proactive Prompts
          • Create a signal in Proactive Prompts
            • Add a new prompt header to identify the prompt
          • Create a data source for a signal in Proactive Prompts
          • Configure delivery channels in Proactive Prompts
          • Configure signal categories in Proactive Prompts
          • Configure signal actions for Proactive Prompts
          • Configure signal schedules in Proactive Prompts
          • Add and configure the prompt widget
        • Using Proactive Prompts
          • Now Assist with Proactive Prompts
          • Opting out of a prompt in Employee Portal
          • Opting out of a prompt in Virtual Agent
        • Proactive Prompts dashboard
        • Reference for Proactive Prompts
          • Components installed with Proactive Prompts
          • Tokens in Proactive Prompts
          • Types of data sources in Proactive Prompts
          • Actions and action groups in Proactive Prompts
          • Signal data source form
          • Signal configuration form
      • Integration of HR Service Delivery with third-party systems
        • HR Integrations
          • Activate HR Integrations
            • Components installed with HR Integrations
          • Integrating with the First Advantage service
            • Provide source credentials for the First Advantage service
            • Verify integration for the First Advantage service
            • Add background check packages for the First Advantage service
          • Integrating with the Accurate Background service
            • Provide source credentials for the Accurate service
            • Verify integration for the Accurate service
            • Add background check packages for the Accurate service
          • Integrating with the Sterling Talent Solutions service
            • Provide source credentials for the Sterling service
            • Verify integration for the Sterling service
            • Add background check packages for the Sterling service
          • Integrating with the DocuSign service
            • Configure an HR PDF document template for an ad hoc document
            • Configure an HR PDF document template for a DocuSign template
            • Configure an HR service for the DocuSign integration
          • Integrating with the Adobe Sign service
            • Activate the Adobe Sign spoke
            • Configure an HR PDF document template for an adhoc document
            • Configure an HR PDF document template for an Adobe Sign template
            • Configure an HR service for the Adobe Sign integration
          • Integrating with the CIC Plus service
            • Set up the CIC Plus integration
        • Enterprise Service Management Integrations Framework
          • Setting up Enterprise Service Management Integrations Framework
            • Create a source in Enterprise Service Management Integrations Framework
            • Create an integration service in Enterprise Service Management Integrations Framework
            • Create transform maps in Enterprise Service Management Integrations Framework
            • Create a subflow using Template Integration Gateway
            • Configure Integration Provider Mapping (Decision table)
          • Using Enterprise Service Management Integrations Framework
            • View tasks of a third-party system
            • View job tracker details
            • Use External Interface to push records into a third-party system
          • Enterprise Service Management Integrations Framework reference
            • Components installed with Enterprise Service Management Integrations Framework
            • Widgets to display tasks from a third-party system
            • Now Assist for HR Service Delivery (HRSD) Virtual Agent topic mapping for Enterprise Service Management Integrations Framework
        • HR Service Delivery Integration with Cornerstone OnDemand
          • Setting up HR Service Delivery Integration with Cornerstone OnDemand
            • Use deep link for HR Service Delivery Integration with Cornerstone OnDemand
            • Configure the flow for HR Service Delivery Integration with Cornerstone OnDemand
          • Reference for HR Service Delivery Integration with Cornerstone OnDemand
            • Components installed with HR Service Delivery Integration with Cornerstone OnDemand
            • Source for HR Service Delivery Integration with Cornerstone OnDemand
            • HR Integration Services for HR Service Delivery Integration with Cornerstone OnDemand
            • Users for HR Service Delivery Integration with Cornerstone OnDemand
            • Learning objects for HR Service Delivery Integration with Cornerstone OnDemand
            • Status mapping in Cornerstone OnDemand System
            • Transform maps for HR Service Delivery Integration with Cornerstone OnDemand
        • HR Service Delivery Integration with Magnit
          • Explore HR Service Delivery Integration with Magnit
            • Status communication to Magnit
          • Configure HR Service Delivery Integration with Magnit
            • Map Magnit tasks
            • Source for HR Service Delivery Integration with Magnit
            • Activate a schedule flow
          • Reference for HR Service Delivery Integration with Magnit
            • Components installed with HR Service Delivery Integration with Magnit
            • Default entities
        • HR Service Delivery Integration with Workday
          • Configuring HR Service Delivery Integration with Workday
            • Synchronize worker profiles
              • Configure worker profile settings
                • Configure properties for Worker profile synchronization
              • Mapping worker profile fields
            • Integrate Workday professional worker profiles
            • Configure Workday to-dos
            • Activating schedule flows
          • Using HR Service Delivery Integration with Workday
            • Use transform maps
            • View job tracker details from Workday
            • View tasks from Workday
          • Reference - HR Service Delivery Integration with Workday
            • Components installed with HR Service Delivery Integration with Workday
            • Worker profile synchronization limitations
        • HR Service Delivery Advanced Integration with Workday
          • Configuring
            • Set up Total Rewards using Workday
              • Set up plans for Total Rewards
              • Set up sections for Total Rewards templates
              • Set up a template for Total Rewards
            • Legal name change configuration
            • Configure reports HR Service Delivery Advanced Integration with Workday
            • Configure Virtual Agent topics for HR Service Delivery Advanced Integration with Workday
            • Configure AI agents for HR Service Delivery Advanced Integration with Workday
          • Using
            • Time off request to Workday
              • Time offs
              • Work schedule calendars
              • Holiday calendars
              • Request a time off
            • Change legal name through Virtual Agent
            • Publish the VA topic template for legal name change
            • Report an issue with your payslip
            • Now Assist Virtual Agent topics for HR Service Delivery Advanced Integration with Workday
          • Reference
            • Components installed with HR Service Delivery Advanced Integration with Workday
            • Subflow-agent mapping for HR Service Delivery Advanced Integration with Workday
        • HR Service Delivery Integration with Workday Learning
          • Configure HR Service Delivery Integration with Workday Learning
            • Activate schedule flows
              • Synchronize workday learning users
          • Using HR Service Delivery Integration with Workday Learning
            • View user activity for Workday Learning
            • View track approval for Workday Learning
            • Use transform maps
            • Import set tables in HR Service Delivery Integration with Workday Learning
              • HR Service Delivery Integration with Workday Learning todos staging
              • HR Service Delivery Integration with Workday Learning user course activity staging
          • Reference HR Service Delivery Integration with Workday Learning
            • Components installed with workday learning
            • Edit a record in HR Service Delivery Integration with Workday Learning
            • Workday learning todos staging form
            • Workday learning user course activity staging form
        • HR Service Delivery integration with Oracle Cloud HCM
          • Configuring HR Service Delivery integration with Oracle Cloud HCM
            • Configure properties
            • Activate schedule flows
          • Using HR Service Delivery integration with Oracle Cloud HCM
            • Mapping entity profile fields
            • Run a scheduled job
          • Reference - HR Service Delivery integration with Oracle Cloud HCM
            • Components installed with HR Service Delivery integration with Oracle Cloud HCM
            • Transform maps for HR Service Delivery integration with Oracle Cloud HCM
        • HR Service Delivery Advanced Integration with Oracle HCM
          • Components installed with HR Service Delivery Advanced Integration with Oracle HCM
          • HR Service Delivery Portal UI Components
          • Configure total rewards in HR Service Delivery Advanced Integration with Oracle HCM
          • Configure holiday calendars in HR Service Delivery Advanced Integration with Oracle HCM
          • Configure Virtual Agent topics for HR Service Delivery Advanced Integration with Oracle HCM
          • Configure AI agents for HR Service Delivery Advanced Integration with Oracle HCM
          • Submit a time off balance query in HR Service Delivery Advanced Integration with Oracle HCM
          • Submit a direct deposit query in HR Service Delivery Advanced Integration with Oracle HCM
          • Report a payslip issue in Oracle HCM
          • Now Assist Virtual Agent topics for HR Service Delivery Advanced Integration with Oracle HCM
          • Subflow-agent mapping for HR Service Delivery Advanced Integration with Oracle HCM
        • HR Service Delivery Integration with SuccessFactors
          • Configuring HR Service Delivery Integration with SuccessFactors
            • Activating schedule flows
            • Configure pull todos
            • Configure push todos
            • Enable push todos flow
            • Configure Virtual Agent topics for HR Service Delivery Integration with SuccessFactors
            • Configure AI agents for HR Service Delivery Integration with SuccessFactors
            • Configure HR Service Delivery Integration with SuccessFactors properties
          • Using HR Service Delivery Integration with SuccessFactors
            • View job tracker details
            • View to dos
            • Use transform maps
            • Field mappings
            • Now Assist Virtual Agent topics for HR Service Delivery Integration with SuccessFactors
          • HR Service Delivery Integration with SuccessFactors reference
            • Components installed with HR Service Delivery Integration with SuccessFactors
            • Subflow-agent mapping for HR Service Delivery Integration with SuccessFactors
            • Source for HR Service Delivery Integration with SuccessFactors
        • HR Service Delivery with Ultimate Kronos Group
          • Configuring HR Service Delivery with Ultimate Kronos Group
            • Set up symbolic periods
            • Set up accrual codes
            • Train the NLU model
            • Subflows
          • Reference - HR Service Delivery with Ultimate Kronos Group
            • Components installed with HR Service Delivery Integration with Ultimate Kronos Group
        • Document Template integration with AdobeSign
          • Components installed with Document Template integration with AdobeSign
          • Configure document templates for Adobe Sign
          • Create adobe sign groups
        • Document Template integration with Docusign
          • Components installed with Document Template integration with Docusign
          • Configure Document Templates for DocuSign
        • Employee Relations integration with Navex Ethicspoint
          • Components installed with Employee Relations integration with Navex Ethicspoint
          • Set up Employee Relations integration with Navex Ethicspoint
            • Configure properties
            • Map fields
          • Source for Employee Relations integration with Navex Ethicspoint
          • Transform maps
      • HR Service Delivery for Healthcare
        • Explore HR Service Delivery for Healthcare
        • Configure HR Service Delivery for Healthcare
        • Using HR Service Delivery for Healthcare
          • Customize Healthcare Employee Onboarding workflow
          • Request onboarding journey
          • Healthcare Professional data model
        • HR Service Delivery for Healthcare reference
          • Installed with HR Service Delivery for Healthcare
          • Healthcare professional profile form
          • Professional ID form
          • Professional liability Insurances form
          • Professional reference form
          • Professional speciality form
          • Malpractice history form
          • Education and Training form
          • Practice location form
          • Employment history form
          • Languages Spoken form
          • Hospital Affiliations form
          • Payers Enrollment form
          • Healthcare Employee Onboarding form
      • Integration of HR Service Delivery with ServiceNow applications
        • Universal Request for HR Service Delivery
          • Custom configurations in Universal Request
          • Create an HR case from Universal Request
          • Work on an HR case of Universal Request
          • Transfer an HR case in Universal Request
          • Creating a universal request from an HR case
            • Configure field mappings
          • Create associated tickets from an HR case
        • AI Search for HR Service Delivery
        • Virtual Agent for HR Service Delivery
        • Performance Analytics for HR Service Delivery
          • Viewing HR Performance Analytics Scoped
          • HR Performance Analytics Scoped solutions
            • Human Resources agent dashboard
            • Human Resources manager dashboard
            • HR Onboarding Executive dashboard
        • User Experience for HR Service Delivery
          • View user metrics related to Listening Posts surveys
          • Events related to the Listening Posts surveys on User Experience Analytics dashboard
        • Machine learning solutions for HR Service Delivery
          • Auto-case creation from an email
            • Configure the HR solution definition and domain
            • Test an HR solution prediction
          • Auto determination of HR service
            • Manually train the HR predictive model
          • Auto determination of assignment group
          • Discovering knowledge articles and catalog items for employees
          • Discovering similar knowledge articles for HR cases
          • Discovering similar closed cases for HR cases
          • Displaying related knowledge articles for completing tasks
        • HR Predictive Intelligence Workbench
          • HR Predictive Intelligence Workbench administration
            • Activate HR Predictive Intelligence Workbench
              • Components installed with HR Predictive Intelligence Workbench
            • HR Predictive Intelligence Workbench notifications
            • Create an HR Predictive Intelligence Workbench user group
          • HR Predictive Intelligence Workbench implementation
            • HR PIWB template: Auto-categorize email cases
            • HR PIWB template: Predict the HR service for incoming cases
            • HR PIWB template: Predict the assignment group for incoming cases
            • HR PIWB template: Predict knowledge case clusters and demand insights
            • HR PIWB template: Predict knowledge gaps and insights
            • HR PIWB template: Predict knowledge for HR case resolution
            • HR PIWB template: Recommend similar cases by employee profile
            • HR PIWB template: Predict knowledge for HR task completion
            • HR PIWB template: Recommend similar cases
            • HR PIWB template: Recommend estimated time to resolve
              • Estimated time to resolve HR cases
              • Viewing ETTR predictions
        • ServiceNow Voice for HR Service Delivery
        • Employee Center with HR Service Delivery
      • Domain Separation and HR Service Delivery
        • Guidance for proper HR Service Delivery domain separation
      • Issue Auto Resolution for HR
        • Exploring Issue Auto Resolution for HR
          • Enhanced AI Search assist for general HR inquiries
        • Configuring Issue Auto Resolution for HR
        • Using Issue Auto Resolution for HR to handle cases
          • Simplifying the authentication experience for your remote employees
            • Time Limited Authentication Properties form
          • Using agent feedback to improve your case criticality predictions
          • Enhanced search results in IAR with Virtual Agent
        • Issue Auto Resolution for HR dashboard
      • Quick start tests for HR Service Delivery
        • Run quick start tests for HR
    • Employee Center
      • Exploring Employee Center
        • Employee Center features and interface
          • Service Portal versus Employee Center application
        • Employee Center Pro features and interface
        • Now Mobile experience for Employee Center
          • Integrated service and experience feedback in Now Mobile
          • Recommended for you in Now Mobile
          • Search topic content in Now Mobile app
          • News in Now Mobile
      • Configuring Employee Center
        • Employee Center users and roles
        • Understanding Employee Center plugins
          • Install Employee Center Pro
          • Activate Content Experiences
          • Activate Content engagement
          • Activate Content Publishing
          • Activate Content Governance
          • Upgrade to Employee Center Pro from Employee Service Center (HR)
          • Migrate to Employee Center from Service Portal
            • Install Employee Center
          • Post installation troubleshooting
            • Run fix-script for RCA approvals
            • Run fix scripts to update Employee Center
          • Enhanced chat in Employee Center
        • Setup browse experience features
          • Configure Mega menu
            • View quick links on the mega menu
            • Add menu items to primary navigation
          • Advanced Portal Navigation
            • EC Information architecture
            • Configure advanced portal navigation
            • Configure advanced portal navigation order
          • Unified Taxonomy for Employee Center
            • Clone taxonomy for employee content
            • Create taxonomy
            • Create and associate topics
              • Enable user criteria for topics
              • Create a child topic
              • Associate connected content to a topic
              • Associate content categories to topics
              • Associate content from catalog categories to a topic
              • Associate featured content to a topic
              • Associate a quick link to a topic
              • Associate learning content to a topic
              • Associate Guided Self-Service Process to a topic
          • Guided Self-Service in Employee Center
            • Configure Guided Self-Service
            • Build a visual flow for Guided Self-Service
            • Guided Self-Service user experience analytics
          • Dynamic topic pages
            • Configure additional permission levels for topic management
            • Customize topic pages with various templates
            • Translated Knowledge Base article attachment behaviour
              • Add all translated Knowledge Base articles after an upgrade
            • Connect content to topic pages with the topic list selector
          • Cross-channel favorites
            • Configure favorite content type
            • Configure favorite content type on Mobile
            • Configure favorites option
            • Disable favorites
            • Remove favorites
          • Employee Center global header
            • Add more menu items
            • Enable or disable global header options
          • Get support
            • Configure static content
        • Setup search experience features
          • AI Search for Curated Experiences
            • Improved search functionality
              • Configure search by the topic facets
            • Change the number of returned search results
            • Configure search source when AI search is disabled
            • Configure search navigation tabs
            • Configure click-rank search relevance
            • Change the number of returned search results
            • Configure search source when AI search is disabled
          • Enable Now Assist genius results
          • Personalized Answers on Employee Center
          • Configure topic search filter
        • Setup task management and integration features
          • Action framework
            • Configure actions
            • Configure action group
            • Configure action types
          • Employee profile
            • Create an active employee definition
            • Opt in to the employee profile
            • Configure the Employee Profile header
            • Configure the Employee Profile overview widget
            • Update the Employee Profile banner and profile images
            • Manage profile tabs and visibility in Employee Profile
            • Configure Employee Profile for a portal
            • Add other manager relationships for an employee
            • Add an Employee Profile page bio in the upgraded section
            • Manage the employee profile AI and ML model
              • Manually train the employee profile predictive model
            • Updates for the Employee Profile HR widget
            • Preferences widget for Employee Profile
          • My active items widget configuration
            • Perform a basic activity configuration
              • Provide basic activity configuration details
            • Perform an advanced activity configuration
            • Restrict access to an activity
          • Employee tasks page
            • Employee to-dos approval roles
            • Create or modify to-dos
            • Enable prioritization by filter
          • Configurable task filters
            • Configure filter conditions
            • Create filters or filter groups
            • Configure filter categories
          • Browser Extension for Employee Center
            • Configure browser extension sites
            • Set up browser policies
            • Set up Now Assist search in Browser Extension for Employee Center
          • Employee requests page
            • Create or modify a request filter
          • Enhanced Requests Experience
            • Set up request sources
            • Set up the Requests filter definition
            • Set up the Requests filter condition
            • Set up the Requests filter configuration
            • Opt in to the enhanced Enhanced Requests Experience
          • Configurable approvals experience
            • Enable task configuration for approvals
            • Configure E-signature for approvals
          • App Launcher
            • Sync your applications from Microsoft Azure AD
            • App launcher integration with Okta
            • Register custom web applications
            • Assign topics to web applications
            • Configure application visibility and access
            • Modify applications widget display
            • App launcher user experience analytics
          • Organization chart
            • Configure eligible users
            • Configure card settings for org chart
            • Update the report count based on eligible users
        • Setup continuous improvement features
          • Integrated experience and service feedback
            • Set up the feedback configuration
            • Set up the feedback definition
            • Configuring feedback for Virtual Agent
          • Content Analytics
            • Activate Content Analytics
            • Activate a tracking profile
            • Create a Content Analytics tracking profile
            • Set up Content Analytics tracking
        • Setup employee communications
          • Content engagement
            • Configure a custom reaction
          • Video hosting integrations framework
            • Configure content provider and mapping
            • Configure a video authorization
            • Configure video content search
            • Configure content rendering parameter
          • Organization chart
          • Content templates
            • Create a Content template
          • Content Ownership
            • Assign ownership of content
            • Assign ownership of an audience
            • Assign ownership to a portal page
            • Assign ownership to a topic
          • Reusable components
            • Add content destination
            • Audiences
              • Create an audience
            • Create a content category
          • Add or modify content type for Content Publishing
          • Modify the Featured News widget
          • Modify the News feed widget
          • Modify the Content Experiences widget
        • Configure your Employee Center portal
          • Portal configuration
            • Customize Employee Center portal theme
            • Enable support for right-to-left languages
            • Update the Employee Center home page theme
            • Update the Employee Center Pro home page theme
          • Customize the Employee Center with widgets
            • Recommended for you
              • Configure the Recommended for you
              • Modify the Recommended for you widget display
            • Quick links
              • Create a quick link
                • Assign topics to a quick link
                • Restrict access to a quick link
              • Create an external link
                • Grant or restrict access to an external link
            • Popular topics widget
            • Modify the Quick links widget display
            • Modify the my favorites widget display
            • Modify the employee profile widget display
            • Modify the topic header widget display
            • Modify the sub-topics widget display
            • Modify the org chart widget display
            • Modify the topic content widget display
            • Modify banner width options
            • Use email notification layout
            • Modify the Upcoming shift widget display
            • Modify the Time off widget display
            • Modify Send to self widget display
            • Modify the Browse help content widget display
            • Modify the Support resources widget display
            • Modify the Guided self-service widget display
          • Employee live chat overview
          • Footer configuration
            • Configure the footer
            • Configure the footer menus
        • Employee Center Pro Kiosk
          • Employee Center Pro Kiosk benefits
          • Integrate with the UKG spoke
            • Receive employee data from UKG to the Employee Center Pro Kiosk
          • Configure Employee Center Pro Kiosk
            • Schedule in Employee Center Pro Kiosk
              • Customize data display in Kiosks
              • Customize the schedule widget
            • Time off balances in Employee Center Pro Kiosk
              • Customize the time off widget
          • Configure the mail and SMS send to self
        • Configuring Employee Center for mobile
          • Next Experience theme for Now Mobile
          • Employee profile UI for Now Mobile
            • Upgrade search redirection to the new Now Mobile profile page
          • Approvals in Now Mobile
          • Workday approvals in Now Mobile
            • Configure Workday approval functions for Now Mobile
          • Configure mobile content
            • For mobile banner
            • For mobile text card
            • For mobile video
          • Configure content roll-up on topics for Now Mobile
          • Manage taxonomy for Now Mobile
          • Now Assist genius results in Now Mobile
          • Update search configurations
        • Quick start tests for Employee Center
          • Run quick start tests for Employee Center
      • Integrating with Employee Center
        • Approval hub integrations
          • Approvals hub integration with SAP Concur
            • Manage approvals from SAP Concur
            • Populate SAP Concur report and metadata
            • Use task configuration for SAP Concur approvals
          • Approvals hub integration with Workday
            • Fetch Workday reports
            • Configure Workday to-dos
            • Use task configuration for Workday approvals
        • Employee Profile integration with Microsoft Teams
          • Disable Microsoft Teams status view
        • Employee Center for Microsoft Viva Connections
          • Integrating Employee Center for Microsoft Viva Connections
            • Install Employee Center for Microsoft Viva Connections application
          • Configuring Employee Center for Microsoft Viva Connections
            • Authorize Employee Center for Microsoft Viva Connections
            • Update the Microsoft Teams application ID
            • Allow cross-domain requests to REST APIs
          • Managing Employee Center for Microsoft Viva Connections
            • Download the Microsoft Viva solution package
            • Deploy the Microsoft Viva integrations package in Microsoft SharePoint
            • Enable the display of the Microsoft Viva card in Microsoft SharePoint
          • Employee Center for Microsoft Viva Connections reference
            • Microsoft Viva integrations card properties
        • Employee Center for Zoom
          • Set up a custom portal
          • View connected Zoom accounts
          • Connect your Zoom account to a different ServiceNow instance
          • Change existing Zoom account connection
      • Managing Employee Center
        • Action framework
          • Update approvals action group
          • Modify the Employee Profile action group
        • Creating campaigns with Content Experiences
          • Create a campaign
          • Campaign bundle triggers
            • Create campaign stages with Content Experience Builder
            • Create a campaign stage with to-do trigger
            • Create a campaign stage with immediate trigger
            • Create a campaign stage with recurring trigger
            • Create a campaign stage with dynamic trigger
            • Create a campaign stage with condition trigger
          • Add content to a campaign using Content Experience Builder
          • Campaign preview
            • Preview your portal
            • Preview single content
          • Analyzing your campaign for effectiveness
            • Create campaign success goals
            • View campaign targets
          • Create a campaign
          • Create content for a campaign
          • Create campaign bundles/stages
          • Editing a published campaign
        • Managing content requests with Content Governance
          • Requesting content
          • Tracking content requests
          • Assign content request to content creator
          • Add or remove content approvers
          • Creating content through Content Governance
          • Previewing and approving a content request item
          • Understand the Content Operations dashboard
        • Creating employee communications with Content Publishing
          • Content Library
            • Rich Content Editor
              • Create rich content
              • Create rich content from portal widgets
              • Add predefined content layouts with the Rich Content Editor
              • Add columns with the Rich Content Editor
              • Add a Divider with the Rich Content Editor
              • Add an Image with the Rich Content Editor
              • Add a Video with the Rich Content Editor
              • Add Text or a Text section with the Rich Content Editor
              • Add a Button with the Rich Content Editor
              • Add a Link or Link block with the Rich Content Editor
              • Add a List with the Rich Content Editor
              • Add Tabs with Rich Content Editor
              • Add an Accordion with Rich Content Editor
              • Add a Table with Rich Content Editor
              • Editing source code in the Rich Content Editor
            • News articles
              • Create a news article
              • Create a news article template
              • Publishing news articles
              • Hide News Center from the Mega Menu
            • Create customized media with styled content
            • Create video content
            • Create URL content
            • Create image-based link content
            • Create events content
            • Create banner content
            • Create rich text content
            • Create calendar content
            • Add or modify links to other content sources
            • Add or modify block content
            • Notification content
              • Create email, SMS, or push notification content
            • Mobile content
              • Create mobile banner content
              • Create mobile text card content
              • Create or edit mobile video content
            • To-do content
            • Pulse survey content
            • Facebook Workplace content
            • Employee Forums
            • Content versioning
              • Checkout published content
            • Publishing content
              • Scheduling the delivery of content
              • Create a publish plan for your content
        • Content management on topic pages
          • Taxonomy and connected content
        • Integrated service and experience feedback management
          • Modify the experience flow feedback widget
          • Modify the workflow feedback widget
        • Improve portal performance
          • Improve portal load time with asynchronous loading
          • Improve the image load time on Employee Center
          • Add hotspots to track custom widget performance
          • View widget performance metrics
      • Using Employee Center
        • Use the Employee Center topic pages
        • Use the integrated service and experience feedback
          • Resolve a feedback task
          • Feedback task notification
        • Topic managers and contributors for topic page management
        • Use the My To-dos page
        • View advanced portal navigation
        • Use approval experience
        • Manage approvals from Microsoft Teams
        • Manage approvals from a Microsoft Outlook email
        • Task filters on My tasks
        • View the Recommended for you content
        • Use Employee Center from Zoom
        • View employee profile
        • Use Personalized Answers
        • Employee Profile org chart widget
        • RTL support for Employee Center
        • Manage favorites
        • Access applications from App Launcher
        • Use Employee Center Pro Kiosk
        • Use Guided Self-Service
      • Employee Center reference
        • Activity Configuration form
        • Activity Configuration Detail form
        • Approvals experience reference
        • Block content form
        • Browser Extension for Employee Center forms
          • Website configuration form
          • Browser Extension policy form
        • Campaign overview and Campaign analytics dashboards
        • Components installed with Employee Center Pro
        • Components installed with Content engagement
        • Components installed with Content Experiences
        • Components installed with Content Publishing
        • Components installed with Content Governance
        • Components installed with Content Analytics
        • Connected Content form
        • Content Analytics dashboards
        • Content engagement dashboard
        • Content Library Overview dashboard
        • Default Employee Profile Header Configuration record
        • Employee Center widgets
        • Employee Profile form
        • Employee Profile Header Configuration form
        • Employee Profile Portal Configuration form
        • Employee Profile upgrade scenarios
        • Enhanced Requests Experience forms
          • Request source form
          • Request filter definition form
          • Request filter configuration form
          • Request filter condition form
        • External Link form
        • Featured Content form
        • Feedback Analytics dashboard
          • User experience dashboard
        • Feedback configuration form
        • Feedback definition form
        • Footer form
        • Footer Menus form
        • Guided Self-Service reference
        • Link content form
        • Menu Item form
        • Configuring translation for Content Publishing after upgrade
          • Integration with Localization Framework
          • Switch language for Content Publishing
        • Notification content form
        • Employee Profile Overview section form
        • Properties installed with Content Experiences
        • Properties installed with Content Governance
        • Properties installed with Content Publishing
        • Quick Link form
        • Standard banner and icon sizes
        • Tab widget mapping form
        • Taxonomy form
        • To-do content form
        • Topic form
        • User Criteria form
        • User Criteria output
    • Employee Center for IT Service Management
      • Exploring Employee Center for ITSM
      • Configuring Employee Center for ITSM
      • Using Employee Center for ITSM
    • Talent Development
      • Talent Development Core
        • Explore Talent Development Core
          • Career hub overview
          • Aspirations overview
          • Growth plans overview
          • Conversations overview
          • Learning overview
          • Opportunity Marketplace overview
        • Install and configure the Talent Development Core app
          • Install the Talent Development Core application
        • Administer and maintain the Talent Development Core app
          • Create Talent Development Outcome Types
          • Create Talent Development Activity Types
          • Create Talent Development Core Activity Categories
          • Create Talent Development Activity Templates
          • Create Talent Development Activity Recommendations
          • Set Talent Development Properties
          • Create a Talent Development Core featured growth item
          • Add sample texts to Talent Development related content
          • Add Talent Development Aspirations
          • Add Talent Development Aspirations Types
          • Add Talent Development Interests
          • License Talent Development Core users
          • View Talent Development Core licensed profiles
          • Achievements and Credentials in Talent Development Core
            • View credentials in Achievements and Credentials
            • View achievement credential templates
              • Add skill to an achievement template
        • Using the Talent Development Core application
          • Create a growth plan
          • Edit a growth plan
          • Create a growth plan from an aspiration or main skill
          • Create a growth plan from an aspiration
          • Create a growth plan from discussions
          • View and edit employees' growth plans
          • Create a Talent Development Aspiration
          • View Credly badges
        • Integrate with the Talent Development Core application
        • Talent Development Core application reference
          • Talent Growth Plan reference
          • Talent Outcome Types reference
          • Talent Properties reference
          • Talent Activity Types reference
          • Talent Activity Category reference
          • Talent Aspirations reference
          • Talent Feature growth item reference
          • Talent Activity template reference
          • Talent Sample texts reference
          • Talent Aspiration types form
          • Talent Activity Template Recommendation form
          • Talent Interest form
          • Components installed with Talent Development Core
          • Employee Application Access Criteria reference
      • Skills Foundation
        • Exploring Skills Foundation
          • Skills Workspace
            • Bring in skills through Skills import
              • Import skills through file upload
              • Workday spoke integration in Skills Foundation
              • Dynamic skill import for harmonization
            • Working with job architecture
              • Creating a new role group through the Skills Workspace
              • Add more skills to a role group
              • Edit skills and proficiencies in the Skills Matrix
              • Create related role groups
          • Career tab in Employee Center
            • Selecting a Role specialty
          • Solve the challenge of adoption with Proactive Prompts
            • Pre-seeding employee skills
        • Configuring Skills Foundation
          • Skills Foundation guided setup
          • Install Skills Foundation
          • Load your custom skills into Skills Foundation
          • About Job Architecture
            • Load job architecture data into your ServiceNow instance
          • Creating a job level progression
          • Set the job proficiency level automatically
          • Adding role groups and role levels for skills administration
          • Adding a job profile to the employee
          • Map a role level to the employee profile
          • Map industry titles to role levels
          • Adding a skill in Skills Foundation
          • Add the Career tab and enable the Skills widget in the Employee Profile
          • Use a custom tab for the Career tab in Skills Foundation
        • Using Skills Foundation
          • Import skills from your resume or LinkedIn profile
          • Add skills as part of your onboarding journey
          • Update your skill proficiency level
          • Add skills by using the skill recommender
          • Delete skills from skills profile
          • Proactive Prompts for Skills Foundation
          • Validate skills in Manager Hub
        • Skills Intelligence Reference
          • Components installed with Skills Foundation
          • Hiring Core
          • Proficiency level autofill configuration form
      • Career Conversations
        • Explore Career Conversations application
          • Career Conversations
        • Install and configure Career Conversations
          • Install Career Conversations
        • Administer and maintain Career Conversations
          • Add and manage Talking Points
          • Add Conversations
          • Configure automatic closure of past conversations
          • Set system properties for Microsoft Outlook integration
        • Using the Career Conversations application
          • Create a growth conversation
          • Schedule a growth conversation
          • Schedule a mentoring conversation
          • Schedule a growth plan check-in conversation
          • Update a growth conversation
        • Career Conversations reference
          • Career Conversations Conversations reference
          • Create Suggested Talking Points reference
          • Suggested Talking Points table
          • Components installed with Career Conversations
      • Learning
        • Exploring Learning
          • My Learning
            • Discover
            • Activity
            • My Learning overview tab
            • Achievements
            • Assigned to your team
          • Learning integration with Skills Foundation
        • Install and configure Learning
          • Activate and setup Learning
        • Using My Learning
          • Enroll in a course collection on My Learning
          • Resume a course
          • Create a personal course collection
            • Save courses to your personal collection
          • Create a Learning challenge
            • Complete a learning challenge
            • Restart a learning challenge
          • View recent activity
          • Assign Learning to your team
        • Manage Learning
          • Create a content collection
            • Add course items to collection
            • Define user access to course within a collection
            • Add learning course sections
            • Assign topics to a collection
          • Create internal Learning content
            • Define user access to course within internal learning content
            • Assign topics to internal content
          • View external Learning content
            • Define user access to course within external learning content
            • Assign topics to external content
            • Add associated skills
          • Create a learning library
            • Add course items to learning library
            • Add users to learning library
          • Create a learning task
          • Create an achievement definition
            • Define user access for achievements
            • Add associated skills to an achievement
          • Create user achievements
          • Create an achievement rule
          • Create an achievement rule item
        • Reporting solutions for Learning
          • Learning admin overview dashboard
          • Learning catalog overview
          • Learning content author overview dashboard
        • Learning reference
          • Collection form
          • Learning internal content form
          • Learning External Content form
          • Learning library form
          • Learning task form
          • Achievement form
          • Achievement rule form
          • Learning course catalog form
          • Life-cycle stages of a content collection in Learning Core
          • Components installed with Learning
      • Career Assessment
        • Exploring Career Assessment
        • Configuring Career Assessment
        • Using Career Assessment
          • Create exam catalogs
            • Define user access for an exam catalog
            • Add exams to a catalog
          • Create an exam
            • Add questions to an exam
              • Add options to a question
          • Add exams to a learning path from Career Assessment
          • View an exam instance
            • View number of exam instance attempts
        • Career Assessment reference
          • Components installed with Career Assessment
          • Exam form
          • Question form
          • Question option form
          • Learning internal content form
          • Exam instance form
          • Exam instance attempt form
      • Mentoring
        • Exploring Mentoring
          • Mentoring home page
        • Configuring mentoring
          • Create a Mentoring program
          • Add a new Mentoring participant
          • Create a Mentoring relationship
        • Using Mentoring
          • Enroll as a mentor or mentee
            • Add mentee preferences
            • Search and add skills
            • Add mentor preferences
          • Search for a mentor
          • Edit mentee preferences
          • Edit mentor preferences
          • Request a connection
          • View suggested mentors
          • View match insights
          • View mentoring requests
        • Mentoring reference
          • Mentoring relationship form
          • Edit mentee preferences form
          • Mentor preferences form
      • Employee Goals
        • Exploring Employee Goals
          • Employee Goals overview
        • Installing and configuring Employee Goals
          • Install the Employee Goals application
        • Integrations for Employee Goals
        • Using Employee Goals
          • View your employee goals
        • Employee Goals reference
          • Employee Goals table
      • Opportunity Marketplace
        • Explore Opportunity Marketplace (OPM)
          • Internal jobs
          • Opportunity Marketplace best fit recommendations
          • Gig opportunities
          • Project opportunity
          • Volunteer opportunities
          • Opportunities you own in Opportunity Marketplace
        • Use Opportunity Marketplace
          • Share an internal job opportunity
          • Update Job Preferences
          • Create other opportunities in Opportunity Marketplace
          • Set opportunity preferences
          • View an opportunity match analysis
          • Sign up (apply) for an opportunity
          • Manage job postings in Opportunity Marketplace
          • View job postings in Opportunity Marketplace
        • Reference Opportunity Marketplace roles and tables
          • Components, tables, and roles used by Opportunity Marketplace (OPM)
          • Opportunity Type Configuration for Opportunity Marketplace
          • Opportunity details and descriptions in Opportunity Marketplace
          • Role Applicants for Opportunity Marketplace
          • Form fields for creating opportunities in Opportunity Marketplace
        • Install and configure Opportunity Marketplace
          • Install Opportunity Marketplace
          • Manage and create opportunity types in Opportunity Marketplace
          • View and manage the opportunities created in Opportunity Marketplace
          • View and manage role applicants from Opportunity Marketplace
          • Add a role applicant to an opportunity role
          • Creating custom opportunity types in Opportunity Marketplace
            • Create a custom opportunity type
            • Select or create user criteria
            • Create custom opportunity details records in Opportunity Marketplace
            • Create custom roles and requirements in Opportunity Marketplace
      • Talent Feedback
        • Exploring Talent Feedback
        • Configuring Talent Feedback
        • Using Talent Feedback
          • Working with Skill feedback in Talent Feedback
            • Request skill feedback
              • Request feedback from skill distribution
              • Request skill feedback from skill expectations
              • Request skill feedback
            • View and submit feedback
            • Decline a feedback request
            • View skill feedback submitted
            • View feedback requests
              • Begin a discussion from a Talent Feedback request
        • Talent Feedback reference
          • Components installed with Talent Feedback
    • Granular Delegation
      • Exploring Granular Delegation
      • Setting up Granular Delegation
        • Activate Granular Delegation
        • Add delegation rule tables
        • Create delegation rules
        • Create delegation rule categories
        • Create a delegate
      • Using Granular Delegation
    • Health and Safety
      • Health and Safety Core
        • Exploring Health and Safety Core
          • Health and Safety Workspace
          • Health and Safety user profile
        • Setting up Health and Safety Core
          • Install Health and Safety Core
          • Set up your workplace location data
          • Enable a Health and Safety table for configuring report field mapping
          • Create a safety report field mapping
          • Configure groups for Health and Safety
          • Configure scheduled job to generate frequency rates
          • Assign Health and Safety profile to a user
          • Add a Health and Safety visitor
        • Working with the Health and Safety dashboard
        • Using Health and Safety Core
          • Managing safety meetings
            • Log a safety meeting
            • Add attendees to a safety meeting
            • Create a meeting minute for a safety meeting
          • Scheduling Health and Safety actions
            • Create a Health and Safety action schedule
          • Add a Health and Safety related document
        • Health and Safety Core reference
          • Components installed with Health and Safety Core
          • Health and Safety action form
          • Health and safety action schedule form
          • Health and Safety profile form
          • Health and Safety document form
          • Health and Safety meeting form
          • Health and Safety meeting attendee form
      • Health and Safety Incident Management
        • Exploring Health and Safety Incident Management
          • Health and Safety Incident Management workflow example
        • Setting up Health and Safety Incident Management
          • Install Health and Safety Incident Management
          • Configure groups for Health and Safety
          • Configure property to set employee hours worked
          • Configure scheduled job to generate frequency rates
          • Disable the safety incident playbook
        • Submitting safety incidents and observations
          • Submit a safety incident as an employee
          • Submit a safety observation as an employee
          • Create a safety incident or observation as a safety agent or supervisor
        • Managing Health and Safety incidents and observations
          • Assign a safety incident or observation
          • Work on a safety incident
            • Add hazards and log sequence of events for a safety incident
            • Manage people involved in a safety incident
            • Log an injury and illness
            • Associate an asset with a safety incident
            • Perform root cause analysis for a safety incident
          • Work on a safety observation
          • Create an HR case from an injury or illness
          • Create a return to work case from an injury or illness
          • Add an action for a safety incident or observation
          • Share an action with other teams
          • Generate a report for a safety incident, observation, or injury
          • Close a safety incident or observation
          • Reopen a safety incident or observation
        • Managing an anonymous safety concern
          • Submit an anonymous safety concern
          • Follow up on an anonymous report
          • Work on an anonymous safety concern
        • Monitoring and analyzing safety incident metrics
        • Health and Safety Incident Management reference
          • Components installed with Health and Safety Incident Management
          • Injury and illness fields
          • People Involved form
          • Domain separation and Health and Safety Incident Management
      • Health and Safety injury and illness reports
        • Manage the list of establishments
        • Add total hours worked for an establishment
        • Health and Safety Incident Management OSHA Content Pack
          • Setting up the OSHA Content Pack
            • Install Health and Safety Incident Management OSHA Content Pack
            • Update an OSHA form PDF template
          • Generate an OSHA 301 form
          • Generate an annual OSHA 300 or 300A form
          • View a saved OSHA 300 and 300A form
          • Health and Safety Incident Management OSHA Content Pack reference
            • Components installed with Health and Safety Incident Management OSHA Content Pack
            • Health and Safety Incident Management OSHA Content Pack properties
      • Health and Safety Case Management
        • Exploring Health and Safety Case Management
        • Configuring Health and Safety Case Management
          • Install Health and Safety Case Management
          • Configure HR service for creating an HR case for an injury
        • Submitting Health and Safety cases
          • Ask a Health and Safety question from Employee Center
          • Submit a safety compensation claim
          • Create a safety case from Health and Safety Workspace
        • Work on a Health and Safety case
        • Health and Safety Case Management reference
          • Components installed with Health and Safety Case Management
          • Health and Safety case form
          • Domain separation and Health and Safety Case Management
      • Health and Safety Contractor Management
        • Exploring Health and Safety Contractor Management
        • Configuring Health and Safety Contractor Management
          • Install Health and Safety Contractor Management
          • Assign Health and Safety profile to a contractor worker
        • Managing contractors for health and safety
          • Register a contractor company through Employee Center
          • Add a contractor company from Health and Safety Workspace
          • Assign a task to a contractor worker
          • Add a document to a contractor worker
          • Grant site access to a contractor worker
        • Health and Safety Contractor Management reference
          • Components installed with Health and Safety Contractor Management
          • Domain separation and Health and Safety Contractor Management
      • Health and Safety Risk Management
        • Exploring Health and Safety Risk Management
        • Setting up Health and Safety Risk Management
          • Install Health and Safety Risk Management
          • Create a safety risk category
          • Define Health and Safety hazards
          • Create a safety control measure category
          • Define Health and Safety control measures
          • Configure a safety risk matrix
          • Define a job in the job register
          • Configure a safety inspection or audit survey
          • Define a category and measurement unit for an exposure type
          • Configure permit-to-work
            • Configure a permit to work request
            • Configure a permit type
            • Configure a permit checklist
        • Using Health and Safety Risk Management
          • Job safety analysis
            • Submit a JSA from Employee Center
            • View submitted JSAs in the workspace
          • Safety risk assessment
            • Conduct a safety risk assessment
            • Add a risk and its control measures for a safety risk assessment
            • Import hazards and controls from a job
            • Add an action for a safety risk
          • Safety inspections and audits
            • Set up a safety inspection schedule
            • Create and manage a safety inspection
            • Set up a safety audit schedule
            • Create and manage a safety audit
            • Complete a safety inspection or audit survey through Employee Center
            • Add a finding and root cause analysis for a safety inspection
            • Add a finding and root cause analysis for a safety audit
            • Add an action for a safety inspection or audit
            • Add an action from survey response in safety inspection through Employee center
            • Assign safety inspection to agents
          • Safety registers
            • Manage your safety registers
            • Access a safety register document in Employee center
          • Safety exposure management
            • Define an exposure type
            • Create an exposure assessment for an exposure type
            • Perform an exposure assessment for a location
              • Define an action schedule for affected people
              • Add a measurement and exposure source for an exposure assessment
          • Permit-to-work
            • Create a permit-to-work request
            • Approve or reject a permit
            • Issue a permit to work
            • Add an action to a health and safety permit-to-work request
        • Monitoring and analyzing safety risk metrics
        • Health and Safety Risk Management reference
          • Components installed with Health and Safety Risk Management
          • Submit JSA form
          • Risk matrix form
          • Risk assessment form
          • Inspection schedule form
          • Audit schedule form
          • Finding form
          • Action schedule form for an exposure
          • Permit-to-work form
          • Choice new record form
          • Variable set new record form
          • Variable new record form
          • Domain separation and Health and Safety Risk Management
      • Mobile experience for Health and Safety
        • Configure mobile apps to access Health and Safety applications
        • Add Health and Safety launcher tab to Now Mobile app configuration
        • Configure offline mode in the Now Mobile app for Health and Safety
        • Submit a safety incident or observation through the Now Mobile app
        • Report a safety incident or observation in the offline mode
        • Access safety knowledge articles through the Now Mobile app
        • Submit a JSA through the Now Mobile app
        • View a safety register document in the Now Mobile app
        • Complete a safety inspection or audit survey in the offline mode
        • Configure the create action check box for safety inspection survey in the Mobile Agent app
        • Add actions for safety inspections survey in Mobile Agent app
        • Create and manage a safety inspection in Mobile Agent app
        • Manage Health and Safety incident using the Mobile Agent app
          • Create or modify a safety incident on the Mobile Agent app
          • Create or modify injury and illness record of a safety incident on the Mobile Agent app
          • Create or modify the people involved for a safety incident on the Mobile Agent app
          • Create or modify root cause analysis of a safety incident on the Mobile Agent app
          • Create or modify actions of a safety incident on the Mobile Agent app
      • Now Assist for Health and Safety
        • Exploring Now Assist for Health and Safety
          • Supporting information for Now Assist for Health and Safety
          • Explore Now Assist AI agents for Health and Safety
        • Configuring Now Assist for Health and Safety
          • Install Now Assist for Health and Safety
          • Activate a Now Assist for Health and Safety skill
          • Skill inputs for Now Assist for Health and Safety
          • Configure Now Assist AI agents for Health and Safety
            • Install Now Assist AI agents for Health and Safety
        • Using Now Assist for Health and Safety
          • Summarize a safety incident by using Now Assist for Health and Safety
        • Using AI agents in Now Assist for Health and Safety Incident Management
          • Create actions for safety incidents agentic workflow
      • Critical Event Management
        • Exploring Critical Event Management
          • Critical Event Management dashboard
          • CEM Critical event record
            • CEM Playbook tab
            • CEM Notification center tab
            • CEM Impacted people tab
            • CEM Related records tab
          • Critical event portal
          • Employee portal
        • Configuring Critical Event Management
          • Install Critical Event Management
          • Location hierarchy and child locations
          • Configure Critical Event Management groups
            • Add members to the group
            • Add roles to a member
            • Add roles to the group
            • Map on-site responder group with location
          • Define communication plans, tasks, and recipients
          • Configure Twilio to send SMS notifications
          • Configure Critical Event Management application properties
          • Configure notification templates to send email
          • Configure emergency procedures for employee portal
        • Reporting critical events
          • Report a critical event as an agent
            • Using a critical event playbook
          • Report a critical event as an employee
          • Self-report your status
            • View emergency procedures
        • Sending notifications during a critical event
          • Create a communication task
          • Manage the recipients of a communication task
        • Managing impacted people
          • Generate impacted people list
          • Add a person manually to the impacted people list
          • Export an impacted people list
          • View an impacted person record
          • Mark the status of impacted people as an agent
          • View notifications received
          • Conduct a roll call as an on-site responder
        • Managing related records in a critical event
          • Create a Health and Safety incident in Critical Event Management
          • Relate a child critical event
          • View sent notifications for a critical event
        • Critical Event Management reference
          • Components installed with Critical Event Management
          • Critical Event form
          • Impacted people status
          • Communication form
          • Communication plan form
          • CEM email templates
          • New member form
      • Safe Workplace
        • Employee Readiness Surveys
          • Install Employee Readiness Surveys
          • Configure Employee Readiness Surveys notifications
          • Configure Employee Readiness Surveys
        • Employee Health Screening
          • Install Employee Health Screening
          • Configure Employee Health Screening
          • Add message for users during health screening
          • Add an email notification for daily health verification
          • Verify your health status and compliance
          • Conduct a health screen for entry
          • Screen a visitor for entry to the workplace
          • Monitor progress with the Employee Health Screen Overview dashboard
          • View entry requests
        • Workplace Core
          • Install Workplace Core
            • Components installed with Workplace Core
            • Properties installed with Workplace Core
          • Providing your workplace data
            • Create records for your workplace data
            • Upload a workplace floor plan
            • Update a workplace floor plan
              • View your workplace floor plan update logs
            • Configuring spreadsheets to import workplace data
            • Import your workspaces data from an Excel spreadsheet
            • Add a space type configuration
          • Mapping employees to their designated workspaces
            • Map designated workspaces to user profiles
          • Assign the workplace user role to employees
          • Configuring shifts for your workplace
            • Define shifts for your workplace
            • Assign employees to a shift
            • Associate areas and spaces with a shift
          • Managing workplace shifts that you own
          • Managing workplace reservations for employees
            • Define the capacity of workplace areas
            • Create workplace reservations for an employee
            • Create workplace reservations for multiple employees
            • Review pending workplace reservation requests
          • Setting and tracking arrivals at the workplace
            • Define arrival schedules at the workplace for employees
            • Schedule your arrival time at a workplace location
            • Updating arrival schedules at the workplace
          • Making workplace reservations
            • Request a workplace reservation for multiple days
            • Reserve a workplace for a day
          • Approve employee workplace reservation requests
          • Managing workplace tasks
            • Configure a workplace task template
            • Create a workplace task checklist
              • Save a workplace task checklist as a template
            • Configure a workplace task signing template
            • Create planned task definitions
            • Generate planned workplace tasks
            • Create an ad hoc workplace task
            • Sign a completed workplace task
          • Workplace knowledge management
            • Create a workplace knowledge base article
            • Publish a workplace knowledge base article
            • View workplace knowledge base articles
            • Modify a workplace knowledge base article
          • Workplace Service Portal
          • Workplace dashboards
            • Workplace Manager Dashboard
            • Workplace dashboard in Workplace Service Portal
        • Workplace PPE Inventory Management
          • Install Workplace PPE Inventory Management
          • Set up Workplace PPE Inventory Management
            • Create models for PPE items
            • Add PPE models to Service Catalog
            • Add PPE stock
            • Reduce PPE stock
            • Create stock rules for PPE
          • PPE Inventory Overview dashboard
          • Request PPE
          • Fulfill a request for PPE
          • Assign PPE to employees
        • Safe Workplace Dashboard
          • Install the Safe Workplace Dashboard
          • Create a campus to appear on the Safe Workplace Dashboard
            • Auto-map a location and create a campus
            • Manually map a location and campus
            • Manually map a location to a campus (Workplace Core)
          • Alert types used with the Safe Workplace Dashboard
          • Using the Safe Workplace Dashboard
            • Add a vaccination widget to the Safe Workplace Dashboard
        • Contact Tracing
          • Install Contact Tracing
          • Setting up Contact Tracing
            • Set up Contact Tracing properties
            • Domain separation and Contact Tracing
            • Modify the scheduled data import job
            • Configure the time zone setting for badge and daily log data
            • Configure an email notification for the daily contact log
            • Configure an Emergency Outreach notification for the daily contact log
            • Configure Contact Tracing data retention settings
            • Create a requirement for potentially exposed contacts to return to work
            • Create a requirement for employees to acknowledge the privacy consent request
            • Configure an email notification for an exposure notice
            • Configure an Emergency Outreach notification for the exposure notice
            • Configure contact tracing visualization to show vaccination status
            • Setting up data privacy consent settings for Contact Tracing
              • Modify or add a privacy consent template for Contact Tracing
              • Generate location-based privacy configurations for Contact Tracing
              • Create a custom Emergency Outreach notification channel
              • Configure an email notification for a privacy consent request
              • Configure an Emergency Outreach notification for Contact Tracing privacy consents
            • Map handheld computing devices assigned to employees
            • Configure KINEXON integration
            • Virtual Agent conversations for Contact Tracing
          • Maintaining user data privacy in Contact Tracing
            • User privacy consent for Contact Tracing
            • Send an Emergency Outreach notification for employee privacy consents in Contact Tracing
            • Respond to a request for privacy consent in Contact Tracing
            • Review user privacy consents in Contact Tracing
          • Collecting user badge data
            • Add badge reader details
            • Add user badges
            • Import your badge reader data from an Excel spreadsheet
          • Collecting risk scores in Contact Tracing
            • Configure Devvio integration
          • Retrieving Wi-Fi access log data
            • Add wearable devices assigned to employees
            • Create an organization and load sites
            • Configure Cisco DNA Spaces settings for Wi-Fi access logs
            • Import your Wi-Fi access logs spreadsheet
            • Use Wi-Fi access logs from Mist Systems
            • Use imported Wi-Fi access logs
          • Tracking employee contacts using daily logs
            • Send an Outreach notification for the daily contact log
            • Submit a list of contacts that you interacted with at the workplace
            • Review daily log responses
          • Managing cases to follow up with potentially exposed contacts
            • Create a case for an affected employee
            • Identify potentially exposed contacts
            • Send notification to potentially exposed contacts in a case
            • Create a case task to follow up with an exposed employee
            • Follow up with potentially exposed contacts
            • Working on a case through contact tracing visualization
        • Health and Safety Testing
          • Install Health and Safety Testing
          • Configure Health and Safety Testing
          • Request a COVID-19 diagnostic test
          • Report your COVID-19 diagnostic test result
          • Review your health test results
          • Confirm COVID-19 test results for a user
          • Health and Safety Testing dashboard
        • Employee Readiness Core
          • Install Employee Readiness Core
          • Employee Health and Safety Status
            • Set up Employee Health and Safety Status properties
            • Create health and safety user records
            • Activate a health and safety requirement
            • Create a health and safety requirement
            • Deactivate a health and safety requirement
            • Included health and safety requirements
            • View your health and safety status
            • View your users' health and safety status
            • Invite a visitor to the workplace
            • Add a Safe Workplace audience
            • Synchronize Employee Readiness Core visitors with Workplace Visitor Management
          • My Safe Workplace
          • Maintaining privacy consent in Employee Readiness Core
            • Setting up privacy consent settings
              • Modify or add a privacy consent template
              • Generate location-based privacy configurations
            • Send an Emergency Outreach notification for employee privacy consents
            • Submitting privacy consents
            • Review user privacy consents
          • Employee Readiness Core Approval Portal
        • Enterprise Employee Experience Pack
          • Install Enterprise Employee Experience Pack
          • Return to Workplace campaigns
            • Accessing the Return to Workplace campaign
          • Return to Workplace Location Readiness and Employee Return to Workplace lifecycle events
            • Accessing the lifecycle events
            • Employee Return to Workplace lifecycle event
            • Return to Workplace Location Readiness lifecycle event
          • Return to Workplace Knowledge Management
            • Accessing the Return to Workplace knowledge articles
        • Employee Travel Safety
          • Install Employee Travel Safety
          • Configure Employee Travel Safety
          • Request permission to travel
          • Manage a travel request
          • Cancel a travel request
        • Vaccination Status
          • Install Vaccination Status
          • Set up Vaccination Status properties
          • Automating vaccine response reviews
            • Validate vaccine responses automatically
            • Automate reviews of vaccine responses
            • Automating vaccine response reviews with the Azure Form Recognizer service
              • Configure Azure Form Recognizer integration for automatic vaccine response reviews
          • Configure country-specific data retention settings for Vaccination Status
          • Set up privacy consent for Vaccination Status
          • Configure vaccine or vaccine booster types for Vaccination Status
          • Virtual Agent conversations for Vaccination Status
          • Report vaccination status to your organization
          • Review your vaccine responses
          • Confirm the reported vaccination status for a user
          • Request a vaccine exemption
          • Confirm a vaccine exemption request for a user
          • Viewing vaccine profile records
          • Vaccination Status dashboard
        • Integrating with Safe Workplace suite
          • Subscribe to request for entry updates
          • Send data to the Employee Health Screening log
          • Get employee or visitor health data
        • Safe Workplace for mobile
          • Install Safe Workplace for mobile
          • Report your health status in Now Mobile
          • View your health status in Now Mobile
          • Manage the status of your direct reports in Now Mobile
          • Reassign tasks to your team members in Now Mobile
        • Domain separation and Safe Workplace suite
    • Workplace Service Delivery
      • Workplace Service Delivery applications
      • Workplace Core
        • Explore Workplace Core
          • Workplace Service Portal
          • Workplace services on the Employee Center portal
          • Virtual Agent for Workplace Service Delivery
        • Configure Workplace Core
          • Install Workplace Core
          • Providing your workplace data
            • Create records for your workplace data
            • Upload a workplace floor plan
            • Update a workplace floor plan
          • Configuring spreadsheets to import workplace data
          • Activate Virtual Agent for Workplace Service Delivery
        • Manage workplace safety activities
          • Import your workspaces data from an Excel spreadsheet
          • Add a space type configuration
          • Block a workplace location
          • Configure Workplace entity and entity types
            • Add a workplace entity type
            • Add workplace entities to an entity type
          • Enable favorites option for Workplace Service Portal
          • Create a workplace performer criteria
            • Create an approval definition
            • Add a workplace approval configuration
          • Mapping employees to their designated workspaces
            • Map designated workspaces to user profiles
            • Set the primary location of a workplace profile
          • Assign the workplace user role to employees
          • Configuring shifts for your workplace
            • Define shifts for your workplace
            • Assign employees to a shift
            • Associate areas and spaces with a shift
          • Managing workplace shifts that you own
            • Update details of the shifts that you own
            • Review workplace reservations for shifts that you own
          • Managing workplace reservations for employees
            • Define the capacity of workplace areas
            • Create workplace reservations for an employee
            • Create workplace reservations for multiple employees
            • Review pending workspace reservation requests
          • Setting and tracking arrivals at the workplace
            • Define arrival schedules at the workplace for employees
            • Update arrival schedules at the workplace
          • Approve employee workplace reservation requests
          • Managing workplace tasks
            • Configure a workplace task template
            • Create a workplace task checklist
            • Save a workplace task checklist as a template
            • Configure a workplace task signing template
            • Create planned task definitions
            • Generate planned workplace tasks
            • Create an ad hoc workplace task
            • Sign a completed workplace task
            • Apply the archive rule
          • Workplace knowledge management
            • Create a workplace knowledge base article
            • Publish a workplace knowledge base article
            • View workplace knowledge base articles
            • Modify a workplace knowledge base article
          • QR code management
            • Generate and print QR code for a space or room
            • Manage QR codes
          • Location migration
            • Configure location migration hierarchy
              • Migrate locations from Location table to Workplace locations table
            • Set the location type in Location table
          • View workplace service usage analytics with User Experience Analytics
        • Request employee-related services
          • Schedule your arrival time at a workplace location
          • Making workplace reservations
            • Request a workplace reservation for multiple days
            • Reserve a workplace for a day
          • Manage workplace activities and services with Location directory
            • Configure map properties for Location Directory
            • Work with the Map view on the Location Directory
            • Work with the Card view on the Location directory
        • Publish Now Assist in Virtual Agent topics for Workplace Service Delivery
        • Using Now Assist in Virtual Agent topics for Workplace Service Delivery
        • Analytics and reporting solutions for Workplace Core
          • View your workplace floor plan update logs
          • Workplace dashboards
            • Workplace manager dashboard
            • Workplace dashboard in Workplace Service Portal
        • Workplace Core references
          • Components installed with Workplace Core
          • Properties installed with Workplace Core
          • Workplace Profile Location Assignment form
          • Workplace location assignment anomaly types
          • Reserve a space form
      • Workplace Reservation Management
        • Explore Workplace Reservation Management
          • Make a reservation
          • Standard services
        • Configure Workplace Reservation Management portal
          • Install Workplace Reservation Management
          • Add a workplace space for reservation
          • Add a workplace room for reservation
          • Configure a reservable module
            • Configure a reservable module to group spaces in an area
            • Add workplace locations to a reservable module
            • Generate and print a QR code for a reservable module
            • Create a record producer to add additional details
            • Configure reservable module with additional details
          • Assign spaces to an area
          • Create a standard service
            • Add a standard service to workplace
          • Create a flexible service
            • Add a flexible service to workplace item
          • Create a workplace service to provide an extra service for a reservation
          • Create a reservable view
            • Configure a reservable view on a reservable module
          • Create a user criteria record
            • Apply user criteria on a reservable module
          • Configure a reservable purpose
            • Add a reservable purpose to a workplace item
          • Create a quick reservation time slot
            • Add a time slot to a reservable module
          • Configure virtual meeting providers
          • Configure Microsoft Teams as virtual meeting provider
          • Connect Workplace Reservation Management with Microsoft Teams
            • Authenticate Microsoft Teams with Microsoft Azure
            • Setup OAuth connectivity with Microsoft Teams Connections spoke for virtual meeting
            • Setup OAuth connectivity between ServiceNow and Microsoft Teams Graph
            • Create credential for Microsoft Teams Communication
            • Create connection and credential for Microsoft Teams Graph
          • Connect Workplace Reservation Management with Zoom
            • Setup OAuth connectivity between ServiceNow and Zoom
            • Create connection and credential for Zoom
          • Display permanent seat assignments on floor maps
          • Display name of the person reserving a space
          • Configure automatic check-in for reserved spaces
        • Reserve workplace items
          • Create a reservation
          • Auto-resolve recurring reservations
          • Reserve a space near your colleague
          • Create multi-building reservations
          • Create a multi-day reservation
          • Create neighborhood reservations
          • Create reservation for multiple workplace items
          • Create a group reservation
          • Enable shift-based reservation
          • Set a location as favorite using the Space details page
          • Create a reservation along with a shared reservation
          • Create a reservation including a virtual meeting link
          • Create a shift reservation
          • Share, modify, or cancel a reservation
          • Reserve a workplace using the Quick Reservation widget
          • Download an iCalendar for a reservation
        • Manage employee reservations
          • View or update reservations
          • Approve a reservation
        • Analytics and Reporting Solutions for Workplace Reservation Management
          • Reservation Management dashboard
        • Workplace Reservation Management references
          • Components installed with Workplace Reservation Management
          • Properties installed with Workplace Reservation Management
          • Workplace Reservation Management - Field descriptions
            • Space form
            • Add a room form
            • User criteria form
          • Proximity calculation when browsing near a person
          • Reservable module derivation logic for Space details
          • Mobile push notifications for workplace reservations
          • Location privacy settings and impact
          • Additional details record producer - Mapping Variable types and limitations
      • Workplace Case Management
        • Explore Workplace Case Management
          • Workplace Services
          • Raise workplace service requests
          • Case and Task Templates
        • Configure Workplace Case Management
          • Install Workplace Case Management
          • Create a Workplace case template
            • Create a User acceptance Workplace case template
          • Create a Workplace task template
          • Configure Approval options
          • Configure a Record producer
          • Configuring a record producer for request edit
          • Configuring a record producer for reservation
          • Configure workplace services topic
          • Create an SLA Definition
          • Create a Workplace service
            • Create a Workplace service activity
          • Add a workplace service item to a workplace service
            • Make a workplace service item available to a workplace location
          • Create a workplace template configuration
          • Create a workplace field mapping
          • Configure an escalation rule
          • Add Fulfillment instructions
          • Group similar workplace cases under a parent case
        • Request a workplace service
          • Reconfigure an office space
          • Raise help request for a workplace inquiry
          • Raise a move request for a space change
          • Request furniture for a space
          • Raise a space assistance request
          • Submit a maintenance request
          • Submit a catering request
          • Submit heating and cooling request
          • Submit a badge request
          • Submit a tech support request
          • Submit a cleaning request
          • Submit an equipment request
          • Raise an employee parking request
          • Raise a space arrangement request
          • Edit a workplace request
          • Submit an emergency maintenance request
          • Submit a change event request for a reservation
        • Manage Workplace cases
          • View and track workplace cases
          • View emergency maintenance case details
          • View change event reservation case details
        • Workplace Service Delivery integration with Universal Request
          • Configure a workplace service record producer as a Universal Request
          • Create a workplace case from Universal Request
          • Work on a workplace case from a Universal Request
          • Transfer a workplace case created from a universal request
        • Analytics and Reporting Solutions for Workplace Case Management
          • Workplace Case dashboard
        • Workplace Case Management references
          • Components installed with Workplace Case Management
          • Properties installed with Workplace Case Management
          • Furniture request form
          • Employee Parking form
          • Workplace Service form
      • Workplace Visitor Management
        • Explore Workplace Visitor Management
          • Visitor registration
        • Configure Workplace Visitor Management
          • Install Workplace Visitor Management
          • Create a visitor policy
            • Assign visitor policy to a workplace location
          • Create a record producer for visitor management
          • Create a visitor badge template
            • Assign badge templates to a workplace location
          • Configuring Workplace Visitor Management for Workplace Services Kiosk
            • Configure pages for Workplace Services Kiosk
            • Create a flow for Workplace Services Kiosk
          • Quick start test for Workplace Visitor Management
            • Run quick start test for Workplace Visitor Management
        • Registering a visitor
          • Make a visitor registration
          • Review visitor policies
        • Manage visitor registrations
          • Update a visitor registration
          • View visitor registrations
          • View visitor policy confirmations
          • Visitor registration states
          • Anonymize a visitor
          • Apply visitor management archive policy
        • Workplace Visitor Management references
          • Components installed with Workplace Visitor Management
          • Properties installed with Workplace Visitor Management
          • Kiosk Check-in Flow Configuration form
          • Kiosk Check-out Flow Configuration form
          • Kiosk Page Configuration form
          • Kiosk Page Customizations
          • Location Policy form
        • Analytics and Reporting Solutions for Workplace Visitor Management
          • View visit logs
          • Visitor Reception Dashboard
      • Workplace Calendar Synchronization
        • Explore Workplace Calendar Synchronization
        • Configure Workplace Calendar Synchronization
          • Install Workplace Calendar Synchronization
          • Setup Workplace Calendar Synchronization
            • Set Workplace Calendar Synchronization properties
            • Microsoft Exchange Online - Calendar synchronization
              • Create a normal mode connection with Microsoft Exchange Online
                • Configure Microsoft Azure in normal mode
                • Create a connection with Microsoft Exchange Online spoke
                • Set up OAuth connection with Microsoft Exchange Online
                • Configure Connection and credential alias for Microsoft Exchange Online using the default credentials and connections
                • Create your own connection and credential alias for Microsoft Exchange Online
                • Configure Microsoft Exchange Online calendar provider
              • Create a strict mode connection with Microsoft Exchange Online
                • Configure Microsoft Azure
                • Create connection with Microsoft Exchange Online Spoke in strict mode
                • Create a strict mode configuration in Microsoft Exchange Online
                • Setup strict mode OAuth connectivity with Microsoft Exchange Online
                • Configure strict mode Connection and Credential alias for Microsoft Exchange Online
                • Create your own credential and connection alias for strict mode
                • Configure Microsoft Exchange Online calendar provider in strict mode
              • Create a personal authentication mode connection with Microsoft Exchange Online
                • Configure Microsoft Azure
                • Configure resource rooms in Microsoft Exchange Online
                • Setup personal authentication mode OAuth connectivity with Microsoft Exchange Online
                • Configure personal authentication mode Connection and Credential alias for Microsoft Exchange Online
                • Configure your own connection and credential alias for personal authentication mode
                • Configure Microsoft Exchange Online calendar provider in personal authentication mode
              • Configure the webhook registry of Microsoft Exchange Online spoke
              • Create single or multiple calendar providers with Microsoft Exchange Online
              • Approve a reservation
              • Reservation approvals in Microsoft Exchange Online
            • Google Calendar - Calendar synchronization
              • Authenticate Google for calendar synchronization
              • Create a Connection and credential record for Google
              • Configure your own Google connection and credential alias
                • Setup OAuth connectivity with Google Calendar
                • Create your own connection and credential alias for Google
              • Configure Google as calendar provider
            • Microsoft Exchange On-Premises - Calendar synchronization
              • Create a normal mode connection for Microsoft Exchange On-Premises
                • Connect Microsoft Exchange On-Premises MID server with ServiceNow
                • Create a Connection and credential alias for Microsoft Exchange On-Premises
                • Configure Microsoft Exchange On-Premises as calendar provider
              • Create a strict mode connection for Microsoft Exchange On-Premises
                • Connect Microsoft Exchange On-Premises MID server with ServiceNow
                • Create a strict mode Connection and credential alias for Microsoft Exchange On-Premises
                • Configure Microsoft Exchange On-Premises as calendar provider in strict mode
              • Create single or multiple providers with Microsoft Exchange On-Premises
            • Add a Reservable Sync Configuration
              • Activate or deactivate a Reservable sync configuration
            • No request handling
            • Synchronize past reservations
            • Retrieve reservations
            • Export reservations to the calendar provider
        • Manage calendar synchronizations
          • View synchronization details
          • Events in Workplace Calendar Synchronization
          • Synchronization - Prerequisites and implementation
          • Run Instance scan to check Microsoft Exchange Online synchronization configuration
        • Analytics and Reporting Solutions for Workplace Calendar Synchronization
          • Synchronization Health Dashboard
        • Workplace Calendar Synchronization references
          • Components installed with Workplace Calendar Synchronization
          • Properties installed with Workplace Calendar Synchronization
          • Scheduled jobs installed with Workplace Calendar Synchronization
          • Flows installed with Workplace Calendar Synchronization
          • Instance scan findings
      • Workplace Space Mapping
        • Explore Workplace Space Mapping
        • Configure Workplace Space Mapping
          • Setting up Workplace Space Mapping
            • Maintain Workplace Service Delivery Mappedin credentials
            • Customize the map properties
          • Configure Workplace Indoor Mapping
            • Install Workplace Indoor Mapping dependent plugins
            • Create a new Indoor Mapping space
          • Configure Mappedin
            • Install the Mappedin integration
            • Maintain import properties
            • Convert Mappedin data to Workplace Space Mapping data
              • Maintain type mappings
              • Import a new building - Mappedin
              • Import an existing building - Mappedin
      • Using Workplace Space Mapping
        • Use external IDs to match spaces between Workplace Service Delivery for Mappedin
      • Workplace Space Mapping reference
        • Components installed with Workplace Space Mapping
        • Properties installed with Workplace Space Mapping
      • Workplace Space Management
        • Exploring Workplace Space Management
          • Space Optimization
          • Scenario Planning
          • Schedule Planning
          • Allocation - types, setting, and impact
        • Configuring Workplace Space Management
          • Install Workplace Space Management
        • Managing workplace locations
          • Add a campus
          • Add a building using Workplace Space Management
          • Add a floor using Workplace Space Management
          • Add an area using Workplace Space Management
          • Add a room using Workplace Space Management
          • Add a space using Workplace Space Management
            • Configure a space type as usable with Workplace Space Management
          • Allocate a cost center, department, or workplace entity
          • Configure a workspace or desk as flexible or permanent
          • Update the measurement details of a workplace location
          • Change the status of a workplace location
          • Configure a BOMA type
          • Map a space type with BOMA type
          • Create a Space Recommender rule
            • Configure a Space Recommender Rule set
            • Add space recommender rules to a space recommender rule set
          • Raise a space assistance request
          • Create a view-by configuration
          • Reviewing allocation changes
        • Managing Neighborhoods
          • Create a neighborhood for workplace users
          • Add a user to the neighborhood
          • Add or edit a neighborhood assignment of a workplace profile
          • Edit a user assignment of a neighborhood
          • Add or edit the workplace location of a user in the neighborhood
        • Workplace Space Management references
          • Components installed with Workplace Space Management
          • Properties installed with Workplace Space Management
          • View by Configuration form
      • Workplace Maintenance Management
        • Exploring Workplace Maintenance Management
        • Configuring Maintenance Management
          • Install Workplace Maintenance Management
        • Manage Workplace Maintenance Management plans
          • Create and publish maintenance plans
          • Maintenance plan calendar view
          • Create or copy a maintenance schedule
          • Workplace planned maintenance scheduled job
          • Workplace maintenance cases
          • Create workplace services
          • Create plan service configuration
          • Workplace Maintenance Management dashboard and analytics
        • Workplace Maintenance Management references
          • Maintenance plan schedule examples
          • Components installed with Workplace Maintenance Management
      • Workplace Lease Administration
        • Exploring Workplace Lease Administration
        • Configure Workplace Lease Administration
          • Activate Workplace Lease Administration
        • Using Workplace Lease Administration
          • Working with Workplace Lease Administration from the Core UI
            • Create workplace contracts in Core UI
              • Add a workplace contract service to a contract in Core UI
              • Add a workplace contract location in Core UI
              • Add assets to a workplace contract in Core UI
              • Add and build contract terms and conditions in Core UI
              • Add a document to a workplace contract in Core UI
            • Submit workplace contract for review in Core UI
            • Approve or reject a workplace contract in Core UI
          • Working with Workplace Lease Administration from the Workplace Central
            • Create workplace contracts in Workplace Central
              • Add a workplace contract service in Workplace Central
              • Add workplace contract locations in Workplace Central
              • Add asset to workplace contract in Workplace Central
              • Add and build terms and conditions in Workplace Central
              • Add documents to a workplace contract in Workplace Central
            • Submit a workplace contract for review in Workplace Central
            • Approve or reject workplace contract in Workplace Central
        • Manage workplace contracts
          • Manage workplace contracts from Core UI
            • Renew workplace contract in Core UI
            • Adjust workplace contract in Core UI
            • Cancel workplace contract in Core UI
          • Manage workplace contracts from Workplace Central
            • Renew workplace contract in Workplace Central
            • Adjust workplace contract in Workplace Central
            • Cancel workplace contract in Workplace Central
        • Workplace Lease Administration references
          • Workplace contract new record form
          • Components installed with Workplace Lease Administration
          • Scripts installed with Workplace Lease Administration
      • Workplace Reservations for Microsoft Outlook Add-in
        • Explore Workplace Reservations for Microsoft Outlook Add-in
        • Configure Workplace Reservations for Microsoft Outlook Add-in
          • Install Workplace Reservations for Microsoft Outlook Add-in
          • Create a manifest file for Microsoft Outlook Add-in
          • Upload the manifest file for a single user
          • Upload the manifest file in Microsoft Office 365
        • Make a reservation using Workplace Reservations for Microsoft Outlook Add-in
        • Workplace Reservations for Microsoft Outlook Add-in references
          • Components installed with Workplace Reservations for Microsoft Outlook Add-in
          • Properties installed with Workplace Reservations for Microsoft Outlook Add-in
      • Workplace Move Management
        • Exploring Workplace Move Management
        • Configuring Workplace Move Management
          • Install Workplace Move Management
        • Managing Workplace Move Management requests
          • Create a move request on behalf of an employee
          • Raise a move request for a space change
          • Update a move request workplace service
          • Update a move-related workplace service record producer
          • Create a move-related knowledge base article
          • Review move conflicts
        • Analytics and reporting solutions for Workplace Move Management
          • View move requests
          • View move tasks
        • Workplace Move Management references
          • Components installed with Workplace Move Management
      • Workplace Service Delivery for Mobile
        • Exploring Workplace Service Delivery for Mobile
        • Configure Workplace Service Delivery for Mobile
          • Mobile Wayfinding Administration
            • Configure a custom map screen
            • Configure a custom Map provider
          • Enable map view to create reservations
          • Configure the Toggle map view property
          • Configure AI search for Workplace Service Delivery for Mobile
          • Configure map properties for Location directory
        • Manage workplace schedule and in-office presence using Workplace Service Delivery for Mobile
          • Manage your in-office presence preferences
          • Create a reservation for a day in Workplace
          • Create bulk reservations in Workplace
          • Review and edit your reservations in Workplace
        • Using Workplace Service Delivery for Mobile
          • Search for a campus, building and a space using AI Search
          • Make a reservation using the Now Mobile app
          • Edit or cancel a reservation on Now Mobile app
          • Check in or check out a reservation
          • Share your reservation details with other users
          • Scan the QR code to reserve a space
          • Work with Location Directory for Now Mobile app
          • Get directions to a workplace
        • Workplace Service Delivery for Mobile references
          • Components installed with Workplace Service Delivery for Mobile
          • Properties installed with Workplace Service Delivery for Mobile
      • Indoor Mapping
        • Explore Indoor Mapping
        • Configure Indoor Mapping
          • Install Indoor Mapping
          • Configure your map instance data
          • Configure role-based access in Indoor Mapping
          • Indoor Mapping properties
        • Manage CAD source files
          • Autocad import requirements
          • Autocad import tool
            • Configure the AutoCAD import tool
            • CAD configuration
              • Map Configuration tab
              • CAD Editor tab
            • Configure CAD objects using the Map Configuration tab
              • Georeference your floor plan
              • Configure layers
              • Configure places
            • Configure CAD objects using the CAD Editor tab
              • Isolate a layer in the CAD editor
              • Hide or show a layer in the CAD editor
              • Drawing and editing tools in the CAD editor
                • Draw a polyline or a polygon
                • Update or add text attributes
                • Editing block attributes
                • Closing a geometry or a polyline in a layer
            • Export CAD configuration
            • Import CAD configuration
            • Edit file settings
          • Bulk update floor plans
            • Create an Import Group
            • Work on an import task
          • Compute CAD file properties to extract space or room surface area
          • Compute Autocad floor surface area
        • Raster file requirements
          • Import Raster files
        • Manage map objects and data
          • Create a campus with buildings and floors
          • Working with boundary editor
          • Import outdoor elements
          • Manage places
            • Create Indoor Mapping icons and place types
          • Manage Directions
            • Create a connector type
            • Copy direction graphs to multiple floors
          • Edit with view editor
            • View editor content
          • Map preview
          • Print a map
          • Create Snapshots to migrate Indoor Mapping data
          • Keyboard shortcuts
          • Synchronize Indoor Mapping with Workplace Service Delivery
          • Synchronize Indoor Mapping with CMN Locations
            • Enable the CMN location property
            • Add CMN locations and map it to Indoor Mapping Place types
            • Synchronize Indoor Mapping map data with CMN location
          • Using enhanced synchronization
            • Manage enhanced sync operations
        • Autocad tool
          • Import CAD files to Map Studio
        • Indoor Mapping references
          • Map components installed with Indoor Mapping
          • Indoor Mapping terminology
          • Snapshot Impacted tables
          • Map printing options
          • Floor map import group form
          • Enhanced Sync Properties
      • Workplace Central
        • Explore Workplace Central
          • Lists module
          • Workplace Analytics
          • Space Optimization
          • Scenario Planning
          • Schedule Planning
          • Space assistance
          • Event Planner
          • Move Management
          • Case management
          • Kiosk Indoor Mapping
        • Configure Workplace Central
          • Configure approvers of a scenario
          • Install Workplace Central
        • Use Workplace Central
          • Creating custom lists on Workplace Central
            • Create a custom list based on an existing list
            • Create a custom list based on a system table
          • Working with Space Optimization
            • Create a scenario
            • Viewing or editing a scenario
              • Edit a scenario using the stack plan
              • Edit a scenario using the floor map
              • Edit user assignments of a neighborhood
            • Review a scenario
            • Publish a scenario
            • Send a scenario for approval
            • Change owner of a scenario
            • Deploy a scenario
            • View scenario change details
            • Create a copy of an existing scenario
            • View or edit space allocations of a building
              • Edit or view a building's spaces based on workplace entities
            • Work on a space assist request
            • Map based space administration
              • Edit a building's spaces using a map
              • Move employees on a floor or to a different floor using the map
          • Working with Schedule Planning
            • Create a schedule plan
            • Edit a schedule plan
            • Cancel a schedule plan
          • Working with Workplace Analytics
            • View Space Optimization metrics
              • Run the scheduled job for the Space Optimization dashboard
            • View Occupancy Dashboard
            • View Lease Administration metrics
            • View Maintenance Management metrics
              • Run the scheduled job for the Maintenance Management dashboard
            • Manage Workplace Dashboards
              • Reservation Management dashboard
              • Workplace Case dashboard
              • Visitor Reception Dashboard
              • Synchronization Health Dashboard
              • Workplace Manager Dashboard
          • Working with Move management
            • Create a move project from existing move requests
            • Create a move project by uploading an Excel file
            • Work on a move project
          • Working with Event planner
            • Track reservations using the Event planner
            • View reservation details in the event planner
            • Edit a reservation using the event planner
            • Working with schedule view
              • Allow Event planners to handle reservations with more flexibility
              • Move reservations between Reservable modules using the Schedule view
            • Cancel a reservation from the Event planner
            • Open and view Location directory from Event Planner
          • Working with Case management
            • Manage workplace cases using Case management
              • Create your own list to view case metrics
            • Work on a workplace case using Case management
            • Create a workplace service case
            • Create a child case and a child task
            • Cancel or delete a case
          • Working with Kiosk Indoor Mapping
            • Configure map features for kiosk
            • Configure the kiosk position and map settings
            • Configure a module for kiosk indoor mapping
        • Manage Workplace Central
          • Approve a scenario
          • View workplace scenarios
          • Raise a space assistance request
          • Approve a space assist request
        • Workplace Central reference
          • Components installed with Workplace Central
          • Space Optimization - Key features and actions
          • Workplace Central Event planner
          • Scenario and Building - Views, states, settings, and key features
          • Space request approvals, states, actions, and key features
          • Move management key features and actions
            • Move project views, actions, and states
          • Case Management - Key features, Actions & Case details
          • Schedule Plan details form
          • Scenario details form
          • Space Deployment Plan
          • User Deployment Plan
          • Excel column lengths for move projects
          • Move conflicts for projects created via Excel upload
          • Workplace Central troubleshooting
      • Workplace Connectors
        • Exploring Workplace Connectors
        • Configure Workplace Connectors
          • Install Workplace Connectors
          • Configure sensor data providers
          • Configure data Sources and schedule imports
          • Configure badging data choices
          • Setup Workplace Connectors for badging data
            • Create a badging data provider
            • Configure connector configuration for badging data
            • Provider connector configuration
              • Configure badging table data
              • Configure a webhook event
            • Badging Data
            • Attendance Analytics
            • Extension point for badging data
          • Setup Workplace Connectors for occupancy data
            • Activate Metrikus Spoke
            • Integrate Metrikus spoke
            • Connector Configurations
            • Provider Connector Configuration
            • Provider Space Type Mappings
            • Configure Provider Space Mapping for occupancy data
            • Retrieving Action Configurations data
            • Retrieving Space Occupancy Data
          • Setup Workplace Connectors for environmental data
            • Set up Connector Configuration for Environmental sensor data
            • Provider Connector Configuration for Environmental sensors
            • Set up the Units of measure data table for environmental sensors
            • Configure environmental sensor data for a workplace location
            • Extension point for occupancy and environment data
          • Set up Workplace Connectors for Wi-Fi data
            • Set up Connector Configuration for Wi-Fi data
            • Provider Connector Configuration for Wi-Fi data
            • Set up a new table to store Wi-Fi data
            • Extension point definition for Wi-Fi data
          • Execute Temperature Beyond Threshold MetricBase trigger
        • Workplace Connectors references
          • Components installed with Workplace Connectors
          • Environmental data form for Workplace Connectors
          • Workplace Connectors Data Summarization
            • Archive and purge summary data tables
            • Run the DataSummarization on-demand job
            • Migrate event data to new summary tables
      • Emergency Response Management
        • Emergency Outreach
          • Install Emergency Outreach
          • Configure Emergency Outreach notifications
            • Add email notifications for use with Emergency Outreach
            • Modify notifications used with Emergency Outreach
            • Add a Safe Workplace audience for Emergency Outreach
            • Configure Emergency Outreach response options
            • Create an Emergency Outreach notification channel
          • Modify or add Employee Readiness Surveys
          • Send notifications for an emergency
          • Review Emergency Outreach acknowledgements
          • Send notifications for daily health verification
          • Review daily health verification acknowledgements
          • Send a readiness survey and view responses
          • Report your health status
          • Response scripts
          • Domain separation for Emergency Outreach
        • Emergency Self Report
          • Set up Emergency Self Report
          • Report and track health statuses during an emergency
          • View self-reported user HR tasks
          • Import Crisis Task data
          • Domain separation for Emergency Self Report
        • Emergency Exposure Management
          • Install Emergency Exposure Management
            • Components installed with Emergency Exposure Management
          • Set up Emergency Exposure Management
            • Configure Microsoft Office 365 for Emergency Exposure Management
            • Tracing systems in Emergency Exposure Management
              • Set up a tracing system for an exposure data source
              • Associate a system property with a tracing system
              • System properties for tracing systems in Emergency Exposure Management
            • Create or modify a diagnostic request task configuration
          • Identify potentially exposed users
            • Fetch potentially exposed user data from a data source
          • Domain separation for Emergency Exposure Management
        • Safe Workplace for mobile
          • Install Safe Workplace for mobile
          • Report your health status in Now Mobile
          • View your health status in Now Mobile
          • Manage the status of your direct reports in Now Mobile
          • Reassign tasks to your team members in Now Mobile
      • Workplace Concierge
        • Explore Workplace Concierge
        • Configure Workplace Concierge
          • Install Workplace Concierge
          • Configure calendar sections on the Presence dashboard
          • Configure workplace space suggestions for employees
            • User Space Suggestions
            • Space suggestion Configuration
        • Manage Workplace Concierge - Employee Presence
          • View employee presence modules
          • Create custom insights using Proactive Prompts
        • Set Employee Presence
          • Set in-office days
          • Add a collaborator
          • Update your in-office days
          • Remove a collaborator
          • Update your in-office days as exceptions
          • Managing presence privacy settings
        • Workplace Concierge - Components
          • Components installed with Workplace Concierge
          • Properties installed with Workplace Concierge
          • Insights installed with Workplace Concierge
        • Workplace Concierge reference
          • Employee Presence Calendar Widget form
      • Workplace Agent for mobile
        • Explore Workplace Agent for mobile
          • Workplace case details
          • Workplace task details
        • Configure Workplace Agent for mobile
          • Install Workplace Agent for mobile
        • Use Workplace Agent for mobile
          • Manage workplace cases and tasks
          • Assign an unassigned case or task
          • Edit or view case details on the Workplace Agent for mobile app
          • Create a child task
          • Create a workplace case on behalf of an employee through Workplace Agent for mobile
          • Edit or view a child task
          • Offline mode
      • WSD for Microsoft places
        • Explore WSD for Microsoft places
        • Configure WSD for Microsoft places
          • Register WSD for Microsoft places
          • Download manifest files
          • Modify the manifest file
          • Upload the WSD for Microsoft places application
        • WSD for Microsoft places -references
          • WSD for Microsoft places- Key features and actions
      • Workplace Services Kiosk
        • Explore Workplace Services Kiosk
        • Configure Workplace Services Kiosk
          • Install Workplace Services Kiosk
          • Create a kiosk configuration
          • Create a kiosk homepage
          • Create a kiosk module
          • Customize the kiosk header
        • Integrate Workplace Services Kiosk
          • Integrating Workplace Services Kiosk with Workplace Visitor Management
          • Integrating Workplace Services Kiosk with Workplace Indoor Mapping
        • Manage Workplace Services Kiosk
          • Setting up a kiosk device
        • Use Workplace Services Kiosk
          • Check in using an invite
          • Self-register as a visitor
          • Using Kiosk Indoor Mapping
        • Workplace Services Kiosk reference
          • Components installed with Workplace Services Kiosk
          • Kiosk configuration form
          • Workplace Services Kiosk error scenarios
      • Now Assist for Workplace Service Delivery (WSD)
        • Exploring Now Assist for Workplace Service Delivery (WSD)
          • Supporting information for Now Assist for WSD
        • Configuring Now Assist for WSD
          • Install Now Assist for Workplace Service Delivery (WSD)
          • Configure Now Assist in Virtual Agent for Workplace Service Delivery
        • Using Now Assist for WSD
          • Reserve a space using Now Assist in Virtual Agent
          • Review notifications in the Now Assist panel
        • Using AI agent workflows in Now Assist for WSD
          • Manage temporary space closures agentic workflow
          • Help manage workplace reservations agentic workflow
          • Optimize cleaning activities agent overview
            • Optimize cleaning activities agentic workflow
    • Contract Management Pro
      • Explore Contract Management Pro
        • Contracts Core
          • Clause Management
          • Word Document Templates
        • Microsoft Word add-in for ServiceNow Contracts
        • Self-served and non-self-served contract requests
      • Configure Contract Management Pro
        • Install Contract Management Pro
        • Configure the Microsoft Word add-in for ServiceNow Contracts
        • Set up Contracts Core
          • Create a contract type
          • Create document template categories
          • Enable users to view email details in activity stream
          • Activate a system property to generate a certificate of completion
          • Configure reminders for expiring contracts
          • Configuring external applications for Contract Management Pro
            • Configure an external storage system
            • Configure an e-signature provider
          • Configure extension point for notifications
          • Use default email notifications
          • Auto-populate the start date and end date for contract requests
        • Configure contract templates for a contract request
          • Configure non-task tables for contract templates
          • Creating a contract template using Microsoft Word add-in for ServiceNow Contracts
            • Create a contract template to contain content controls
            • Add document content controls using Microsoft Word add-in for ServiceNow Contracts
              • Configure metadata for fields, variables, and variables sets in a contract document
              • Configuring signatories in Contract template using Microsoft Word add-in
                • Add and configure participants for a contract using the Microsoft Word add-in for ServiceNow Contracts
                • Add and configure signature blocks using Microsoft Word add-in for ServiceNow Contracts
              • Map clauses and clause variations using the Microsoft Word add-in for ServiceNow Contracts
              • Map contract document tables using the Microsoft Word add-in for ServiceNow Contracts
            • Upload and parse a Microsoft Word document that includes content controls
            • Complete clause mapping to build a clause library
            • Add conditions for a contract table mapping
          • Create contract template by manually adding content controls
            • Add content controls in a Microsoft Word document
            • Create a contract template
            • Create and configure participants
              • Participant form for contract templates
            • Classify and map imported clauses
            • Update contract template mappings
          • Publish a contract template
          • Configure contract template rules
          • Define an internal signatory rule
          • Create a contract configuration
          • Enable keyword search for contract templates
          • Configure dynamic clauses for contract templates
            • Create or edit a contract clause
            • Create a clause variation
            • Add metadata to a clause using add-in
        • Configure document templates for standard letters or documents
          • Content controls in Word Document Templates
          • Configure a Microsoft Word document template
          • Create participants for document templates
            • Participant form for Microsoft Word document templates
        • Add and configure contract request functionality
          • Add a workspace action button for initiating a contract request
          • Add access to contract request details to a form
          • Display contract documents in the contract request form
          • Enable the display of contract request details
          • Group contract documents by contract type in the contract request form
          • Provide permissions to configure default contract document information
          • Provide access to contract request fields in condition builders
          • Add access to obligation management from contract repository records
        • Configuring Contract Workspace with UI Builder components
          • Activate Contract Workspace
          • Configure AI search for Contract Workspace
        • Configure Obligation Management notifications
      • Use Contract Management Pro
        • Contract Workspace
        • Initiating a contract request
          • Initiate a self-served contract request
          • Initiate a non-self-served contract request
        • View and track contract request details
        • Assign a contract request
        • Use a self-served contract request
          • Work on a self-served contract request
          • Add signatories in self-served contract request
          • Create an updated contract document revision after modifying a self-served contract request (Contract Management Pro 1.2.1)
          • Regenerate contract document after modifying request
          • Updating and synchronizing signatories
            • Resolve the failure to send contract documents for signature (starting with Contract Management Pro 1.2.1)
            • Resolve the failure to submit a self-serve contract
            • Resolve an error during send for signature
          • Reviewing and finalizing a self-serve contract document
            • Review a contract document in your workspace
            • Work on a contract change request
            • Send a contract document for signature
        • Use non-self-served contract request
          • Modify a non-self-served contract request
          • Work on a non-self-served contract review request
          • Add contract documents to non-self-served contract request
          • Reclassify contract documents in third-party contract request
          • Modify supporting documents in the contract request
          • Add supporting documents to the contract request
          • Reclassify supporting documents in the contract request
        • Initiate an ad hoc approval for a contract document revision
          • Approve or reject a contract document
          • Cancel an ad hoc approval for a contract document revision
        • Internal review overview
          • Request an internal review
          • Work on internal review task
          • Share requested information for internal review
          • Cancel an internal review task
        • Add clauses during authoring or negotiation
        • Create a document revision
        • Send email to stakeholders
        • Signature workflow for a contract request
          • Cancel the signature process
        • Cancel a contract request
        • Preview and download a signed contract document
        • Obligation Management
          • Create obligation records
            • Create an ad hoc obligation task
          • Submit obligation tasks
          • Cancel an obligation task
          • Approve or reject obligation tasks
        • Search for keywords in contract templates
        • Search in Microsoft Word add-in for ServiceNow Contracts
      • Manage Contract Management Pro
        • Manage clauses, tables, and contract templates
          • Edit a contract clause variation
          • Edit a contract template by manually adding content controls
          • Edit a contract template using Microsoft Word add-in for ServiceNow Contracts
            • Edit or delete participants using add-in
            • Edit or delete table mappings in a contract template using Microsoft Word add-in
          • Create a contract template from an existing template
          • Generate and preview a contract document from a template
          • Delete a contract template
        • Manage contract records
          • View a contract record
          • Modify a contract record
          • Configure fields in contract template to display correct sys_id value in contract documents
        • Modify assignment rule for contract requests
      • Platform Analytics Solutions for Contract Management Pro
        • Activate Analytics Pack for Contract Management Pro
        • Using the Contracts Dashboard
      • Now Assist in Contract Management
        • Exploring Now Assist in Contract Management
        • Configure Now Assist in Contract Management
          • Configuring contract metadata extraction
            • Create use cases for contract metadata extraction
            • Map a use case for contract metadata extraction
            • Configure system properties for metadata extraction
            • Enable notification for metadata extraction
            • Configure the workspace URL for metadata extraction notifications
            • Configure an extension point to add contract metadata
          • Configuring contract analysis
            • Create use cases for contract analysis
            • Map a field group to a clause
            • Map a field to an expected response
            • Map a use case for contract analysis
          • Post-upgrade steps for Now Assist in Contract Management
        • Configuring agentic workflows in Now Assist in Contract Management
          • Activate business rules for the Manage contract repository agentic workflow
          • Set the default notice period for the Manage contract repository agentic workflow
          • Update the contracts AI agents handler script include
        • Managing skills for Now Assist in Contract Management
          • Manage use cases for Now Assist in Contract Management
          • Manage use case mappings for Now Assist in Contract Management
          • Manage clause mappings for contract analysis
          • Manage expected response mappings for contract analysis
          • Deactivate skills for Now Assist in Contract Management
        • Using agentic workflows in Now Assist in Contract Management
          • Manage contract repository agentic workflow
        • Using Now Assist in Contract Management
          • Metadata extraction using Now Assist in Contract Management
            • Initiate metadata extraction from a contract
            • Work with extracted metadata
            • Metadata extraction results
          • Contract analysis using Now Assist in Contract Management
            • Analyze a contract document
            • Review the Now Assist suggestions for clause deviations
            • Cancel a Now Assist contract analysis
        • Now Assist in Contract Management reference
          • Supporting information for Now Assist in Contract Management
          • Contract metadata extraction use cases
          • Contract analysis states in Now Assist in Contract Management
      • Contract Management Pro reference
        • Components installed with Contract Management Pro
        • Components installed with Contract Workspace
        • Components installed with Analytics Pack for Contract Management Pro
        • Clause Variation form
        • Contract Configuration form
        • Properties installed to configure expiry notifications
        • Properties installed to configure contracts integrations
        • Expiring Contracts Condition form fields
        • Contract Management Pro states and status
        • Action assignment form
        • UFX Add on Event mapping form
        • Obligation form
        • Obligation Management notifications
    • Legal Service Delivery
      • Legal Request Management
        • Exploring Legal Request Management
        • Setting up Legal Request Management
          • Install Legal Request Management
          • Configure a practice area table
          • Create or modify a legal catalog category
          • Create or modify a practice area
            • Add an intake form to a practice area
              • Add a subcategory for the intake form
              • Associate a matter template with an intake form
          • Assigning legal request
            • Assignment rule to automatically assign legal requests or matters
          • Activate a system property to close a long-running legal request
          • Managing record producers for legal services
            • Create or modify a record producer for legal services through Classic environment
            • Create or modify a record producer for legal services through Catalog Builder
          • Configure an external storage system for legal requests and legal matters
            • Integrating Legal Service Delivery applications with iManage storage
            • Create implementation in Scripted Extension Point
              • Use the script include for Scripted Extension Point
              • Scripted Extension Point form fields
          • Create or modify a response template for legal services
          • Configure an Action for legal services on the Standard ticket page
          • Enable and configure AI Search in Legal Service Portal
          • Delegation of legal duties and approvals
            • Delegate legal duties to another user
            • Delegate specific legal duties to another user using granular delegation
            • View and work on delegated legal duties
        • Using legal services
          • Submit a legal request
          • Viewing and tracking legal request details
          • Update a submitted legal request
          • Reopen a closed legal request
        • Managing legal requests
          • Assign a legal request
          • Work on a legal request
            • Manage attachments for a legal request
              • Document access in a legal request
            • Initiate an ad hoc approval for a legal request or its attachment
              • Cancel an ad hoc approval for a legal request
            • Approve or reject a legal request or its attachment
            • Communicate using emails from Legal Counsel Center
            • Promote a legal request to a legal matter
            • Transfer a legal request
            • Update a legal request by requester
            • Close a legal request
        • Legal Request Management reference
          • Legal Service Delivery properties
          • Components installed with Legal Request Management
          • Practice area tables for legal requests
          • Legal request record - Details tab
          • Response Template form
      • Legal Matter Management
        • Exploring Legal Matter Management
          • Integrate Legal Matter Management with the Legal Tracker application
        • Setting up Legal Matter Management
          • Install Legal Matter Management
          • Legal matter templates
            • Create a legal matter template
              • Create a phase template for a matter template
              • Create a task template within a phase template
            • Approve or reject a matter template
          • Configure Legal Matter Management to engage with outside counsel using Legal Tracker
            • Configure Legal Tracker instance URL
            • Configure the webhook registry
            • Configure data to enable matter creation in Legal Tracker
              • Add outside counsel details
              • Add approval route details
            • Configure the currency symbol for activity stream
            • Enable the option to engage with outside counsel for a matter
        • Assign a legal matter to a legal group user
        • Work on a legal matter
          • Initiate an ad hoc approval for a legal matter or its artifact
            • Cancel an ad hoc approval for a legal matter
          • Engage with outside counsel
            • Request Outside Counsel engagement
            • Submit outside counsel engagement request for approval
            • Approve or reject outside counsel engagement request
              • Assign task created for filling Legal Tracker details
              • Enter Legal Tracker details and submit for integration
            • Resolve errors during matter creation
            • View external matter details
            • Delete outside counsel engagement request
          • Approve or reject a legal matter or its artifact
          • Communicate using emails from Legal Counsel Center
          • Add a phase to a legal matter
          • Create a task for a legal matter
            • Complete a legal matter task
            • Approve or reject a legal matter task
            • Cancel a legal matter task
          • Create an artifact for a legal matter
            • Attach files to a legal matter artifact
            • Document access in a legal matter
              • Request document access for a legal matter
              • Remove document access of users in a legal matter
          • Add a milestone to a legal matter
          • Associate related legal requests with a legal matter
          • Associate an existing legal matter with a legal request
          • Close a legal matter
          • Reopen a legal matter
        • Legal Matter Management reference
          • Components installed with Legal Matter Management
          • Practice area tables for legal matters
          • Legal Tracker Outside Counsel Engagement request form
          • Scheduled jobs installed for Legal Tracker
          • Outside counsel engagement notifications
      • Legal Service Delivery Practice Applications
        • Legal Content Review
          • Exploring Legal Content Review
          • Setting up Legal Content Review
            • Install Legal Content Review
            • Reconfigure forms to use new components
          • Legal Content Review requests
            • Submit a Legal Content Review request
            • Update a Legal Content Review request
            • Assign a Legal Content Review request
            • Cancel a Legal Content Review request
          • Legal Content Review reference
            • Components installed with Legal Content Review
            • Legal Content Review form
        • Legal Digital Forensics
          • Exploring Legal Digital Forensics
          • Setting up Legal Digital Forensics
            • Install Legal Digital Forensics
            • Configure a data source for digital forensics
              • Add fulfillment instructions and checklist for a data source
          • Submitting digital forensics requests
            • Submit a digital forensic request
            • Update a submitted digital forensic request
          • Managing digital forensics requests
            • Work on a digital forensic request
            • Approve or reject the processing of custodial and non-custodial data
            • Work on a digital forensic legal matter
              • Create a task for a digital forensic legal matter
            • Work on a task for a digital forensic legal matter
          • Legal Digital Forensics reference
            • Components installed with Legal Digital Forensics
        • Legal Invention Disclosure
          • Exploring Legal Invention Disclosure
          • Configuring Legal Invention Disclosure
            • Install Legal Invention Disclosure
            • Set up Outside Firms for Legal Invention Disclosure
            • Set up Outside Counsels for Legal Invention Disclosure
            • Enable Outside Counsel to be added to Legal Invention Disclosure matters
            • Set up optional inventor rewards in Legal Invention Disclosure
          • Using the Legal Invention Disclosure
            • Create a Legal Invention Disclosure request
            • Review the Legal Invention Disclosure request
            • Respond to a request for clarification for a Legal Invention Disclosure request
            • Create a matter or add a Legal Invention Disclosure request to an existing matter
            • Associate an existing Outside Counsel to a legal matter
            • Proceed with a Legal Invention Disclosure request
            • Provide Legal Invention Disclosure request information to an outside counsel
            • Facilitate the patent review process
          • Legal Invention Disclosure reference
            • Components installed with Legal Invention Disclosure
            • Legal Invention Disclosure form
        • Legal Investigations
          • Exploring Legal Investigations
            • Better together solution: Legal Investigations and HR Service Delivery Employee Relations
          • Setting up Legal Investigations
            • Install Legal Investigations
            • Configure an allegation type and its subtypes
            • Configure system properties to update ethics complaint assignment group
            • Set up Legal Investigations with HR Service Delivery Employee Relations
          • Submitting a complaint for investigation
            • Submit a complaint through Legal Service Portal
            • Submit a complaint through Employee Center
            • Submit a complaint through the Anonymous Report Center portal
              • Access your anonymous report from the Anonymous Report Center portal
          • Managing complaint requests
            • Triaging universal requests for legal investigation complaints
              • Create an ethics legal matter from a universal request
            • Work on a legal request for a complaint
            • Work on a legal matter for a complaint
              • Add an allegation record and associate it with an involved party
              • Add an interview task to a legal matter
              • Add a recommended actions task to a legal matter
            • Manage involved parties in a legal request or legal matter
          • Legal Investigations reference
            • Components installed with Legal Investigations
            • Record producers for legal investigations
            • Ethics complaints intake form
            • Ethics complaints intake form in the Anonymous Report Center portal
            • Involved Party form
            • Legal Matter Task form for legal investigations
            • Data mapping fields
        • Legal Simple Contracts
          • Exploring Legal Simple Contracts
          • Setting up Legal Simple Contracts
            • Install Legal Simple Contracts
            • Activate Word Document Templates
            • Configure Legal Simple Contracts
              • Define a user as an internal signer
              • Create a contract type
              • Legal contract templates
                • Configure legal contract of type HTML
                  • Create a document block for legal contract templates
                  • Add block content in a document template block
                  • Create a legal contract template of type HTML
                • Create a legal contract template of type PDF
                • Configure legal contract templates of type Microsoft Word
                  • Add content controls in a Microsoft Word document
                  • Create a Microsoft Word legal contract template
                  • Create and configure participants for legal contract template
                  • Update contract template mappings for legal contract template
                  • Publish a contract template
                • Configure a rule for selecting a legal contract template
              • Configuring external applications for legal contracts
                • Configure an e-signature provider for legal contracts
              • Configure Microsoft Dynamics CRM for sales contracts
              • Schedule import set jobs to pull data from the CRM system
              • Create a deflection rule for sales contracts
              • Activate a system property to generate a certificate of completion
              • Create a legal contract intake workflow
          • Migrating to Contract Management Pro for Legal Service Delivery
            • Preparing for migration from Legal Simple Contracts to Contract Management Pro for Legal Service Delivery
            • Migrate to Contract Management Pro for Legal Service Delivery from Legal Simple Contracts
              • Data copied to Contract Management Pro for Legal Service Delivery during migration from Legal Simple Contracts
            • Result of migration from Legal Simple Contracts to Contract Management Pro for Legal Service Delivery
          • Non-disclosure agreement requests in Legal Simple Contracts
            • Submit a legal request for a NDA
            • Work on a legal contract request
            • Review and finalize the contract document
            • Signature process for a legal request
              • Sign or decline a legal contract electronically in Legal Simple Contracts
              • Wet Signature workflow
            • Add a manually signed contract
          • Sales contract review requests
            • Submit a legal request for sales contract review
            • Work on a sales contract review request
          • Third-party contract review requests
            • Submit a legal request for a third-party contract review
            • Modify a legal request
            • Work on a TPC review request
            • Cancel a legal request
          • Preview and download a signed contract document
          • Manage Legal Simple Contracts
            • Edit a contract template of type Microsoft word
            • Preview a contract document for a Word document template
            • Create a Word document contract template from an existing template
          • Legal Simple Contracts reference
            • Components installed with Legal Simple Contracts
            • Third Party Contract Review form
            • Word Template New Record form
        • Legal Simple Privacy
          • Explore Legal Simple Privacy
          • Setting up Legal Simple Privacy
            • Install Legal Simple Privacy
            • Reconfigure forms to use new components
          • Privacy assessment requests
            • Submit a privacy assessment request
            • Update a privacy assessment request
            • Assign a privacy assessment request
            • Cancel a privacy assessment request
          • Legal Simple Privacy Reference
            • Components installed with Legal Simple Privacy
        • Legal Simple Compliance
          • Install Legal Simple Compliance
        • Gifts and Entertainment Compliance
          • Explore Gifts and Entertainment Compliance
          • Setting up Gifts and Entertainment Compliance
            • Install Gifts and Entertainment Compliance
            • Configure gift policy for Gifts and Entertainment Compliance
            • Configure approval workflow for Gifts and Entertainment Compliance
          • Requesting legal clearance for gifts and entertainment
            • Submit a gifts and entertainment disclosure
          • Managing gifts and entertainment disclosure requests
            • Approve or reject a gifts and entertainment disclosure request
            • Update a submitted gifts and entertainment disclosure request
          • Gifts and Entertainment Compliance reference
            • Components installed with Gifts and Entertainment Compliance
            • Gift Policies form
            • Gift and entertainment disclosure form
            • Gifts and Entertainment Compliance notifications
        • Legal Conflict of Interest
          • Exploring Legal Conflict of Interest
          • Setting up Legal Conflict of Interest
            • Install Legal Conflict of Interest
            • Configure flows for Legal Conflict of Interest
          • Requesting legal clearance for conflict of interests
            • Submit a new conflict of interest disclosure request
            • Update an existing conflict of interest disclosure request
          • Managing conflict of interest disclosure requests
            • Approve or reject a conflict of interest disclosure request
            • Update an existing conflict of interest disclosure record
          • Legal Conflict of Interest reference
            • Components installed with Legal Conflict of Interest
        • Legal Stock Preclearance
          • Exploring Legal Stock Preclearance
          • Setting up Legal Stock Preclearance
            • Install Legal Stock Preclearance
            • Set up a trading window
            • Add trading holidays
            • Manage access persons list
          • Submit a preclearance approval request
          • Approve or reject a stock preclearance approval
          • Legal Stock Preclearance reference
            • Components installed with Legal Stock Preclearance
      • Now Assist for Legal Service Delivery (LSD)
        • Exploring Now Assist for Legal Service Delivery (LSD)
          • Supporting information for Now Assist for Legal Service Delivery (LSD)
        • Configure Now Assist for Legal Service Delivery (LSD)
          • Skill inputs for Now Assist for Legal Service Delivery (LSD)
          • Customize a summarization skill in Now Assist for Legal Service Delivery (LSD)
          • Configure variables for Now Assist summarization
          • Configuring Q&A Genius Results in Now Assist for Legal Service Delivery (LSD)
        • Configuring the Triage legal requests agentic workflow
          • Activate the business rule for the Triage legal requests agentic workflow
          • Add the legal request child tables for indexing
          • Configure the semantic index settings for legal request tables
          • Add fields to the semantic index for legal records
          • Add restricted caller access privileges for accessing the legal request table
        • Using Now Assist for Legal Service Delivery (LSD)
          • Summarize a legal request or matter by using Now Assist for Legal Service Delivery (LSD)
          • Request the Now Assist for Legal Service Delivery (LSD) capabilities from the Now Assist panel
          • Generate search results by using Q&A Genius Results in Now Assist for Legal Service Delivery (LSD)
        • Using agentic workflows in Now Assist for Legal Service Delivery (LSD)
          • Triage legal requests agentic workflow
      • Integration of Legal Service Delivery with ServiceNow applications
        • Contract Management Pro for Legal Service Delivery
          • Explore Contract Management Pro for Legal Service Delivery
            • Contract Management Pro for Legal Service Delivery
          • Configure Contract Management Pro for Legal Service Delivery
            • Install Contract Management Pro for Legal Service Delivery
            • Configure the Microsoft Word add-in for ServiceNow Contracts
            • Create a legal contract intake workflow
              • Enable transfer of a legal request
            • Set up Contracts Core
            • Configuring external applications for legal contracts
              • Configure an external storage system for legal contracts
              • Configure an e-signature provider for legal contracts
          • Use Contract Management Pro for Legal Service Delivery
            • Non-disclosure agreement legal requests
              • Submit a legal request for a non-disclosure agreement
              • Modify a non-disclosure agreement legal request
              • View and track non-disclosure agreement requests as a legal user
              • Work on NDA legal requests
              • Synchronize a non-disclosure agreement document after modifying a self-served contract request (Contract Management Pro 1.2.1)
              • Regenerate contract document after modifying request
              • Updating and synchronizing signatories
                • Resolve the failure to send contract documents for signature (Contract Management Pro 1.2.1)
                • Resolve the failure to submit a self-serve contract
                • Resolve an error during send for signature
              • Reviewing and finalizing a self-serve contract document
                • Review a contract document in Employee Center
                • Work on a contract change request
              • Initiate an ad hoc approval for a contract document revision
              • Send a non-disclosure agreement document for signature
            • Third-party contract review requests
              • Create a legal request for a third-party contract review
                • Resubmit third-party contract request
              • View and track third-party contract review request as a legal user
              • Modify a third-party review request
              • Work on a third-party contract review request
              • Reclassify contract documents in third-party contract review request as a legal fulfiller
              • Modify supporting documents in third-party contract review request as a legal fulfiller
            • Internal review overview
              • Request an internal review
              • Work on internal review task
              • Share requested information for internal review
              • Cancel a review task
            • Signature workflow for a legal request
              • Upload a manually signed contract document
              • Cancel the wet signature process from the Employee Center
              • Cancel the signature process from the Legal Counsel Center
            • Cancel a legal request
            • View and download a signed contract document
              • View and download a signed contract document as a legal fulfiller
              • View and download a signed contract document as a legal user
            • View contract requests
          • Manage Contract Management Pro for Legal Service Delivery
            • View a contract record
            • Modify a contract record
            • Manage clauses and contract templates
          • Contract Management Pro for Legal Service Delivery reference
            • Components installed with Contract Management Pro for Legal Service Delivery
            • Third-party Contract Review form
        • Predictive intelligence for Legal Service Delivery
          • Explore Predictive Intelligence for Legal Service Delivery
            • Solution definitions and business rules for Predictive Intelligence for Legal Service Delivery
          • Configure Predictive Intelligence for Legal Service Delivery
            • Activate Predictive Intelligence for Legal Service Delivery
            • Train the classification solution to predict the subcategory for General Legal Request
            • Train the classification solution to predict the assignment group for General Legal Request
            • Train the classification solution to predict the subcategory for Ethics Complaint
            • Train the classification solution to predict the assignment group for Ethics Complaint
            • Configure fields to be displayed in Activity stream
          • Use Predictive Intelligence for Legal Service Delivery
            • Use Predictive Intelligence for Legal Service Delivery
          • Predictive Intelligence for Legal Service Delivery reference
            • Components installed with Predictive Intelligence for Legal Service Delivery
        • Advanced work assignment for Legal Service Delivery
          • Explore Advanced Work Assignment for Legal Service Delivery
          • Configure Advanced Work Assignment for Legal Service Delivery
            • Activate Advanced Work Assignment for Legal Service Delivery
            • Set up Advanced Work Assignment for Legal Service Delivery
          • Use Advanced Work Assignment for Legal Service Delivery
            • Accept incoming legal request
          • Advanced Work Assignment for Legal Service Delivery reference
            • Components installed for Advanced Work Assignment for Legal Service Delivery reference
        • Legal services on the Employee Center portal
        • Universal Request for Legal Service Delivery
          • Configure Universal Request for legal services
          • Create a legal request from a universal request
          • Transfer a legal ticket to another department
      • Integration of Legal Service Delivery with third-party applications
        • Microsoft Outlook Add-In for Legal Service Delivery
          • Explore Microsoft Outlook Add-In for Legal Service Delivery
          • Configure Microsoft Outlook Add-In for Legal Service Delivery
            • Activate Microsoft Outlook Add-In for Legal Service Delivery
            • Download Microsoft Outlook Add-In for Legal Service Delivery manifest file
            • Deploy Microsoft Outlook Add-In for Legal Service Delivery
            • Enable intake forms for Microsoft Outlook Add-In for Legal Service Delivery
            • Auto populate information from email to legal request or matter
          • Use Microsoft Outlook Add-In for Legal Service Delivery
            • Sign in to Microsoft Outlook Add-In for Legal Service Delivery
            • Submit legal request or matter
            • View legal request from the Outlook add-in
            • Manage attachments from Microsoft Outlook Add-In for Legal Service Delivery
          • Microsoft Outlook Add-In for Legal Service Delivery reference
            • Components installed with Microsoft Outlook Add-In for Legal Service Delivery
      • Search in Legal Service Delivery
      • Legal Virtual Agent Conversations
        • Install Legal Virtual Agent Conversations
        • Configure Virtual Agent conversation topics for legal services
        • Live agent support for legal services
          • Configure live agent support settings for legal services
        • Start a chat session through Legal Counsel Center Inbox
      • Legal Mobile
        • Install Legal Mobile
        • Download and log in to mobile apps to access legal services
        • Submit a legal request through Now Mobile
        • Assign a legal request through Mobile Agent
        • Work on a legal request through Mobile Agent
          • Manage a checklist for a legal request through Mobile Agent
          • Promote a legal request to a legal matter through Mobile Agent
            • Add collaborators to a legal matter through Mobile Agent
            • Add a phase in a legal matter through Mobile Agent
            • Add a task in a legal matter through Mobile Agent
              • Complete a legal matter task through Mobile Agent
              • Approve or reject a legal matter task through Mobile Agent
            • Add an artifact to a legal matter through Mobile Agent
            • Attach files to a legal matter through Mobile Agent
            • Close a legal matter through Mobile Agent
          • Close a legal request through Mobile Agent
      • Legal Counsel Center Classic
        • Configure Legal Counsel Center Classic
        • Add action button in Legal Counsel Center Classic to create legal request
      • Legal Counsel Center
        • Exploring Legal Counsel Center
        • Configure Legal Counsel Center Workspace
          • Install Legal Counsel Center Workspace
          • Enable or disable notifications
          • Configure AI Search for Legal Counsel Center
        • Legal Counsel Center reference
          • Roles installed with Legal Counsel Center
          • Legal Counsel Center notifications
      • External Legal Service Center
        • Exploring External Legal Service Center
        • Configuring up External Legal Service Center
          • Install External Legal Service Center
          • Enable record producer for external user
          • Enable save as draft option for record producer
          • Configure the password reset process for External Legal Service Center
        • Using External Legal Service Center
          • Register with External Legal Service Center
          • Create request from External Legal Service Center
          • Edit requests in External Legal Service Center
          • View and track requests submitted in External Legal Service Center
        • External Legal Service Center reference
          • Components installed with External Legal Service Center
          • Property installed with External Legal Service Center
      • Exploring Legal Service Portal
      • Security in Legal Service Delivery
        • Scoped knowledge bases
      • Analytics and Reporting Solutions for Legal Service Delivery
        • Activate the Analytics and Reporting Solution for Legal Service Delivery
        • Legal Executive dashboard
        • Legal Operations dashboard
      • Workflows in Legal Service Delivery
      • Domain separation and Legal Service Delivery
    • Universal Request
      • Exploring Universal Request
        • Universal Request versus Interaction Records (New Call record)
        • Universal Request data model
        • Universal Request roles and groups
        • Universal Request states and reasons
        • Mobile experience for Universal Request
      • Setting up and configuring Universal Request
        • Guided setup for Universal Request
        • Universal Request plugins
          • Activate Universal Request
            • Components installed with Universal Request
          • Activate Universal Request Advanced Work Assignment
          • Activate Universal Request Integration for Incident management
          • Activate Universal Request NLU Model for Virtual Agent Conversations
          • Activate Universal Request Reporting
          • Activate Universal Request Virtual Agent Conversations
          • Activate Predictive Intelligence for Universal Request
          • Activate Performance Analytics and Reporting for Universal Request
        • Configuring Universal Request
          • Configure users and groups
          • Assign roles to UR users
          • Service Level Agreement configuration for Universal Request
          • Transfer configuration
          • Configure Dynamic translation for Universal Request
          • Configure Chat queues
            • Configure Advanced Work Assignment chat queue
            • Configure Connect chat support queue
          • Predictive Intelligence for Universal Request
            • Train the classification solution to predict the assignment group
            • Train the similarity solution for similar knowledge articles
            • Train the similarity solution for similar closed Universal Requests
            • Train the classification solution to identify UR with sensitive information
          • Set up Virtual Agent for Universal Request
            • Enable Natural Language Understanding model for Universal Request topic
          • Standard Ticket page for Universal Request
            • Configure Standard Ticket page for Universal Request
        • Configure service to use Universal Request
          • Configure mappings
            • Map UR fields with target table fields
          • Create a service set
          • Create your service-specific assignment groups
          • Assign assignment group to service sets
          • Create your service for Universal Request
          • Assign assignment group to your service
          • Create service specific UI actions
          • Register application administration enabled scoped application
          • Remove UR administrator role from system administrator
          • Create a business rule for your service
          • Create a business rule to automatically create universal request
          • Create extension points for departments
          • Create an extension point for post-processing of transfers
          • Unified ticket experience setting
            • Create universal request automatically for department tickets via other channels
            • Email notification preferences for your service
              • Suppress outbound notification for services leveraging Universal Request
              • Use effective number in email subject
            • Automatically create universal request from an inbound email
            • Configure a catalog item or record producer to create a universal request
          • Universal Request state mapping
        • Domain separation and Universal Request
      • Using Universal Request
        • Create Universal Request
        • Cancel a universal request
        • Use the guided tour in Universal Request
        • View universal requests with primary ticket
        • Create associated ticket for primary ticket of UR
        • Universal Request sensitive information security
        • Transfer a primary ticket
        • Search similar and closed Universal Requests
        • Translate a Universal Request field
      • Reporting solutions for Universal Request
        • Universal Request Overview dashboard
        • Universal Request Process Overview dashboard
      • Virtual Agent for Universal Request
        • Create a universal request using Virtual Agent
        • Update or cancel a universal request using Virtual Agent
        • Universal Request Virtual Agent conversation flows
      • Universal Request reference
        • Universal Request properties
        • State mapping form
        • Transfer configuration form
        • Mapping configuration form
        • Service Configuration form
        • Universal Request form
      • Integrating Universal Request with other applications
      • Quick start tests for Universal Request
      • Universal Request in Agent Workspaces
        • Exploring Universal Request in Agent Workspaces
        • Setting up Universal Request in Agent Workspaces
        • Using Universal Request in Agent Workspaces
    • Universal Task
      • Exploring Universal Task
        • Universal Task types
        • Universal Task data model
        • Universal Task in Now Mobile
      • Setting up and configuring Universal Task
        • Install Universal Task
          • Components installed with Universal Task
        • Configuring your service for Universal Task
          • Assign Universal Task admin role
          • Create UI actions for your service with Universal Task
          • Add a Universal Task related list
          • Add a Task tab on the Standard Ticket page
          • Define the agent criteria for Universal Task
          • Configure Universal Task for your service
          • Configure the catalog items for your service
          • Configure the roles to view employee forms
          • Configure the extension points for Universal Task
          • Display the universal tasks for a request in Now Mobile
          • Hide the template bar on the Universal Task form
          • Remove the Universal Task admin role from the admin role
        • Email notification layout for Universal Task notifications
        • Domain separation and Universal Task
      • Using Universal Task
        • Create a universal task
        • View and update Universal Task using Now Mobile
        • Create an employee form
        • Universal Task templates
          • Create a template using the Universal Task template form
          • Create a task template by saving a form
          • Create dynamic template mapping
          • Use Task templates
        • Add the Universal Task list category in Service Operations Workspace Core
          • Add lists under the Universal Task list categories
            • UX List Form SOW
        • Universal Task for external users
      • Universal Task reference
        • Universal Task form
        • Universal Task Configuration form
        • Employee form
        • Employee Input Task Configuration form
        • Universal Task template form
    • Now Mobile app
      • Now Mobile app demo
    • Configuring Now Mobile
      • Configure a personalized greeting
      • Configure My Requests to track open records
      • AI Search in mobile
        • Configure AI Search for mobile devices
        • Customize AI Search results
        • Add AI Search to a launcher screen
      • Define people search as inactive
      • Configure catalogs
      • Configure knowledge bases
      • Configure Siri shortcuts for Now Mobile
      • Add a quick action in your mobile applications
      • Enable Live Agent in the Now Mobile app
      • Populate search suggestions in the mobile apps
    • ServiceNow for Microsoft Outlook
      • Configuring ServiceNow for Microsoft Outlook
        • Configure system properties to update the survey question limit
      • Using ServiceNow for Microsoft Outlook
        • Manage approvals from a Microsoft Outlook email
        • Submit feedback from a Microsoft Outlook email message
        • Submit a survey from an email message
      • ServiceNow for Microsoft Outlook reference
        • Properties installed with ServiceNow for Microsoft Outlook
        • Outlook Actionable Messages compatibility for surveys
    • ServiceNow Add-in for Microsoft 365
      • Exploring ServiceNow Add-in for Microsoft 365
      • Configuring ServiceNow Add-in for Microsoft 365
        • Install the ServiceNow Add-in for Microsoft 365
        • Create a manifest file
        • Configure single sign-on for ServiceNow Add-in for Microsoft 365
        • Upload a manifest to the Microsoft admin center
        • Map email fields to a catalog item
        • Map email fields to a form
      • Using ServiceNow Add-in for Microsoft 365
        • Get a custom add-in for Microsoft Outlook
        • Raise a request using the ServiceNow Add-in for Microsoft 365
      • ServiceNow Add-in for Microsoft 365 reference
        • Components installed with ServiceNow Add-in for Microsoft 365
        • Office Manifest form
        • Office Control form
        • Catalog Mapping Configurations form
        • Form Mapping Configurations form
        • Office Mailbox to Catalog Field Mappings form
        • Office Mailbox to Form Field Mappings form
    • ServiceNow for Microsoft Teams and Microsoft 365
      • Exploring ServiceNow for Microsoft Teams and Microsoft 365
        • Explore Microsoft Teams and Microsoft 365 integration for Employee Experience
          • IT Service Management integration with Microsoft Teams and Microsoft 365
          • HR Service Delivery integration with Microsoft Teams and Microsoft 365
          • Universal Request integration with Microsoft Teams
        • Explore Microsoft Teams integration for Agent Experience
          • Notify connector for Microsoft Teams
          • Meeting Extensions for Microsoft Teams
      • Configure integrations for Microsoft Teams and Microsoft 365
        • Integrating ServiceNow with Microsoft Teams and Microsoft 365
          • Plan your installation
            • Install IT Service Management integration with Microsoft Teams application
            • Install HR Service Delivery integration with Microsoft Teams application
              • Verify Application Restricted Caller Access (RCA) Privileges
              • Import Update set from XML and install fix script
            • Install Universal Request integration with Microsoft Teams application
              • Approve application restricted caller access privileges
            • Install Notify connector for Microsoft Teams
            • Install Meeting Extensions for Microsoft Teams
          • Setting up the ServiceNow instance for Microsoft Teams integration
            • Setup for integrating pre-published apps with Microsoft Teams
              • Setup for integrating pre-published apps with Microsoft Teams for Employee Experience
                • Connect your ServiceNow instance to your Microsoft Teams tenant
                • Grant permissions to required Microsoft Azure apps
                • Enable connecting to meetings from Microsoft Teams
                • Change tenant to configure pre-published apps
                • Create and download the manifest file for pre-published apps
                • Upload manifest file in Microsoft Teams
                • Update the app ID in the ServiceNow instance
                • Disable the Now Virtual Agent
                • Translate the Microsoft Teams manifest file
                • Request-based chat access for a guest user
                  • Enable chat access for a guest user
                • User Presence Indicator
                  • Configure cache duration for the user presence status
                • Sending notifications to employees using Microsoft Teams
                  • Send automatic campaign notifications in Microsoft Teams
                  • Create a Microsoft Teams campaign with content publishing
                    • Create notification content for Microsoft Teams
                    • Schedule delivery of Microsoft Teams notification content
                    • Translation support for Microsoft Teams notification campaigns
                  • Create Microsoft Teams campaigns with the Content Experience Builder
                    • Create Microsoft Teams notification content with Content Experience Builder
                    • Create Microsoft Teams campaign stages using the Campaign Builder Experience
              • Setup for integrating pre-published apps with Microsoft Teams for Agent Experience
                • Integrate Notify connector pre-published app with Microsoft Teams
                  • Connect the ServiceNow instance to your Microsoft Teams tenant
                  • Authorize pre-published Azure apps to grant required permissions
                  • Create a Service user to make calls from Microsoft Teams
                • Integrate Meeting Extensions pre-published app with Microsoft Teams
                  • Authorize pre-published SSO and Activity Notification Azure apps to grant required permissions
                  • Download manifest file
                  • Configuring Notify connector for Microsoft Teams app in Microsoft Teams
                  • Map ServiceNow Meeting Extensions app ID in ServiceNow
            • Setup for integrating self-configured apps with Microsoft Teams
              • Setup for integrating self-configured apps with Microsoft Teams for Employee Experience
                • Create Microsoft Azure application and authenticate users to access Employee Center in Microsoft Teams
                • Create and download the manifest file for self-configured apps
                • Upload manifest file in Microsoft Teams
                • Update the app ID in the ServiceNow instance
                • Disable the Now Virtual Agent
                • Translate the Microsoft Teams manifest file
                • Working on campaigns in Microsoft Teams
                  • Authenticate users with additional permissions to send campaign notifications in Microsoft Teams
                  • Send campaign notifications automatically in Microsoft Teams
                  • Create a Microsoft Teams campaign using direct content publishing
                    • Create notification content for Microsoft Teams
                    • Schedule delivery of Microsoft Teams notification content
                  • Create Microsoft Teams campaigns using the Content Experience Builder
                    • Create Microsoft Teams notification content from Content Experience Builder
                    • Create Microsoft Teams campaign stages using the Campaign Builder Experience
                  • Translation support for Microsoft Teams notification campaigns
                • Register and configure the Request-based chat application on the Microsoft Azure portal
                  • Add permissions to the Microsoft Azure application
                  • Configure Application Registry on the ServiceNow instance
                • Request-based chat access for a guest user
                  • Authenticate guest users to initiate and import chat from Microsoft Teams
                  • Enable authentication of guest users
                  • Enable chat access for guest users
                • User Presence Indicator
                  • Configure cache duration for the user presence status
              • Setup for integrating self-configured apps with Microsoft Teams for Agent Experience
                • Integrating Notify connector self-configured app with Microsoft Teams
                  • Create an app in Microsoft Teams to enable making calls
                  • Manage permissions and authenticate the Notify connector app/bot in Microsoft Azure portal
                  • Create a Service user to make calls from Microsoft Teams
                  • Create a Microsoft Teams application registry entry to connect the created app to ServiceNow instance
                  • Create a Connection & Credentials alias for Microsoft Teams
                  • Update the records in the Microsoft Teams Configuration page
                  • Verify OIDC Application Registry creation for a self-configured app setup
                • Integrate Meeting Extensions self-configured app with Microsoft Teams
                  • Create and configure an app for Meeting Extensions in the Microsoft Teams Developer Portal
                  • Upload the app manifest in Microsoft Teams
                  • Add the Meeting Extensions tab in Microsoft Teams
                  • Configure the Notify connector app to use Meeting Extensions in the Microsoft Azure portal
                  • Configure the Notify connector bot for Meeting Extensions
                  • Create an application registry entry in your ServiceNow instance
        • Integrating ServiceNow with Microsoft Teams for GCC-H or DoD
          • Integrating Employee Center with Microsoft Teams for GCC-H or DoD
            • Update the OIDC entities table
            • Download and modify the manifest file for Employee Center for GCC-H or DoD
            • Update your Microsoft Teams tenant URL for GCC-H or DoD
          • Integrating Employee Center and Virtual Agent with Microsoft Teams for GCC-H or DoD
            • Modify and download the manifest file for GCC-H or DoD
          • Integrating Request-based chat with Microsoft Teams for GCC-H or DoD
            • Update chat credentials with Azure GCC URL
            • Create record with Azure GCC details
        • Integrating ServiceNow with Microsoft 365 applications for Employee Experience
          • Create and download manifest file for Employee Center and Microsoft 365 integration
          • Upload manifest file in Microsoft Teams for Microsoft 365
      • Configuring ServiceNow for Microsoft Teams and Microsoft 365 integration
        • Configuring Microsoft Teams integration for Employee Experience
          • Configure IT Service Management integration with Microsoft Teams
            • Review the active notifications for Microsoft Teams
            • Enable Virtual Agent notifications for IT Service Management
            • Customizing approval notification fields
            • Configure Request-based chats to import messages from Microsoft Teams to ServiceNow
            • Configuring Employee Center
              • Embed a custom portal
            • Microsoft Teams Chat widget in Employee Center
              • Add Microsoft Teams Chat widget
            • Include On-call scheduling users to initiate Microsoft Teams chat
              • Extend On-Call Scheduling users to initiate Microsoft Teams Chat
            • Set up Chat to call
            • Access ServiceNow for Microsoft Teams app
            • Create custom email field to initiate Microsoft Teams chat
            • Unfurl the web links in Microsoft Teams chat
              • Enable link unfurling
              • Configure the system property to open the unfurled links
          • Configure HR Service Delivery integration with Microsoft Teams
            • Review the active notifications for Microsoft Teams
            • Enable Virtual Agent notifications for HR Service Delivery
            • Configure Request-based chats to import messages from Microsoft Teams to ServiceNow
              • Configure the chat to enable auto-import
              • Create requester mapping
              • Configure close condition
            • Configuring Employee Center
              • Embed a custom portal
                • Hide the chat button on the custom portal
                • Hide the logout button on the custom portal
            • Microsoft Teams Chat widget in Employee Center
              • Add Teams Chat widget
            • Include On-call scheduling users to initiate Microsoft Teams chat
              • Extend On-Call Scheduling users to initiate Microsoft Teams Chat
            • Set up Chat to call
            • Access ServiceNow for Microsoft Teams app
            • Create custom email field to initiate Microsoft Teams chat
            • Unfurl the web links in Microsoft Teams chat
              • Enable link unfurling
              • Configure the system property to open the unfurled links
          • Configure Universal Request integration with Microsoft Teams
            • Set up Virtual Agent for Universal Request integration with Microsoft Teams
        • Configuring Microsoft Teams integration for Agent Experience
          • Configure Notify connector for Microsoft Teams
            • Make Microsoft Teams the default communication channel
            • Manage Notify Connector for Microsoft Teams properties
            • Configure the conference bridge numbers to join calls via phone
            • Enable Audio Conferencing
            • Configure Lobby Settings
            • Map Microsoft Azure email to ServiceNow instance
      • Managing ServiceNow for Microsoft Teams and Microsoft 365
        • Manage Microsoft Teams integration for Employee Experience
          • Customize IT Service Management integration with ServiceNow
            • Customize UI actions for IT Service Management with Microsoft Teams
              • Customize Start Microsoft Teams chat UI action
              • Customize Import Messages from Microsoft Teams UI action
            • Customize business rules for actionable notifications
            • Configure business rule for reassigning tickets
            • Configure business rule for close condition
          • Customize HR Service Delivery integration with Microsoft Teams
            • Customize UI actions for HR Service Delivery integration with Microsoft Teams
              • Customize Start Microsoft Teams chat UI action
              • Customize Import Messages from Microsoft Teams UI action
            • Customize business rules for actionable notifications
          • Customize UI actions for Universal Request integration with Microsoft Teams
      • Using ServiceNow for Microsoft Teams and Microsoft 365
        • Use Microsoft Teams integration for Employee Experience
          • Use ITSM and HRSD integrations with Microsoft Teams
            • Employee actions
              • Link ServiceNow user account to Microsoft Teams application for Virtual Agent
              • Unlink your ServiceNow user account from Microsoft Teams for Virtual Agent
              • View informational notifications
              • Approve or reject requests from Microsoft Teams
              • Respond to a comment in a notification
              • View notifications for a major incident
              • Employee Center dashboard
              • Access a Microsoft Teams chat in Employee Center
              • Manage approvals from Microsoft Teams
            • Agent actions
              • Request based chat - Start and import chat from classic view
                • Request-based chat - Start and import chat from field decorator
                • Request-based chat - Start and import chat from Start Microsoft Teams chat action
                • Import messages from a ticket manually
              • Request-based chat - Start and import chat from Workspace
                • Request-based chat - Start and import chat from field decorator
                • Request-based chat - Start and import chat from Start Microsoft Teams chat action
                • Import messages from Agent Workspace
              • Request-based chat - Start chat with guest user from a record
              • Request-based chat - Start and import chat as guest user from classic view
                • Start a Microsoft Teams chat as a guest user
                • Import a Microsoft Teams chat as a guest user
              • Promote chat to a call from workspace
              • Add communication plan from MIM workbench
                • Send a notification from Major incident management workbench
                • View notifications for a major incident
              • Add collaborative communication task from MIM workbench
                • Initiate Microsoft Teams group chat from MIM workbench
          • Use Microsoft Teams for Universal Request
            • Employee actions
              • Create a Universal request from Microsoft Teams
              • Update or cancel a universal request using Microsoft Teams
            • Agent actions
              • Manage chat messages from a record
                • Initiate chat with an employee from a record
                • Import messages from a universal request
              • Manage chat messages from the Agent Workspace
                • Initiate chat with an employee from Agent Workspace
                • Import messages from Agent Workspace
        • Use Microsoft Teams integration for Agent Experience
          • Use Notify connector for Microsoft Teams
            • Use Notify connector for Microsoft Teams with task records
            • Use Notify connector for Microsoft Teams with Incident Communication Management
            • Use Notify connector for Microsoft Teams with a major incident
            • Manage calls in Microsoft Teams
          • Use Microsoft Teams Meeting Extensions
            • Manage calls using Meeting Extensions
      • ServiceNow for Microsoft Teams reference
        • Properties installed with Microsoft Integrations Core
        • Properties installed with IT Service Management for Microsoft 365
        • Properties installed with HR Service Delivery for Microsoft 365
        • ServiceNow for Microsoft Teams integration API permissions for Request-based chat and SSO
        • ServiceNow for Microsoft Teams integration API permissions for Notify connector and Meeting Extensions
    • ServiceNow for Zoom
      • Exploring Collaboration services for Zoom
        • Collaboration services for Zoom Team Chat
      • Configuring Collaboration services for Zoom
        • Set up Zoom spoke
        • Enable Zoom chat integration
        • Install fix-script for Collaboration services for Zoom
      • Integrating and using ServiceNow with Zoom
        • Enhance employee experience by integrating ServiceNow with Zoom
          • Starting and importing a Zoom Team Chat
            • Start a Zoom Team Chat
            • Import Zoom Team Chat messages
          • Chat-specific configuration for Collaboration services for Zoom
            • Configure Chat group to include On-call Scheduling users for Start Zoom Team Chat
              • Extend On-call users for Start Zoom Team Chat
            • Customize the Zoom chat form
            • Create requester mapping
            • Define how a Zoom chat is closed
      • Collaboration services for Zoom reference
        • API permissions/scope for ServiceNow integration with Zoom
    • SharePoint Online Search Connector
      • SharePoint Online Search Connector prerequisites
      • Setting up the SharePoint Online Search Connector
      • Index sites for search
        • Exclude sites from indexing
      • SharePoint Online Search Connector search results
      • SharePoint Online Search Connector reference
        • Microsoft SharePoint crawl types
        • SharePoint Online Search Connector scheduled jobs
        • Graph connection form
        • REST connection form
      • Domain separation and SharePoint Online Search Connector
    • Now Assist for Employee Experience
      • Exploring Now Assist for Employee Experience
        • Supporting information for Now Assist for Employee Experience
      • Configure Now Assist for Employee Experience
      • Using Now Assist for Employee Experience
        • Check your to-do tasks by using the Now Assist in Virtual Agent
        • Check your approvals by using Now Assist in Virtual Agent
      • Now Assist for Employee Experience reference
        • Properties installed with Now Assist for Employee Experience
Table of Contents

Legal Counsel Center reference

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  • UpdatedFeb 1, 2024
  • 1 minute read
    • Xanadu
    • Employee Service Management

The reference topic provides additional information about Legal Counsel Center notifications.

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