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Yokohama Employee Service Management

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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
          • Employee passport
        • 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 Acrobat 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
          • 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
        • 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
        • HR Benchmarks
          • Customizing HR benchmarks
          • Using HR Benchmarks
          • HR Benchmarks KPIs
        • Personal Data Rights in HR Service Delivery
          • Request personal information report
          • Create RTBI report template
          • Generate Personally Identifiable Information (PII) report
          • Request erasure of personal data
      • Admin Workspace for Service Providers overview
        • Use Guided Tours in Admin Workspace for Service Providers
      • Employee Journey Management
        • Journey designer
          • Exploring Journey designer features
            • Journey details guided tours
            • Journey overview guided tour
          • Installation and configuration overview
            • Install Journey designer
            • 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
              • Enable the Now Assist Journey generation skill
              • 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 journey using Now Assist
              • Activate the Journey Summarization for Managers skill
                • Summarize a journey with Now Assist for HR Service Delivery (HRSD)
              • Create a task template in Journey designer
              • Add task template to journey
              • Modify and manager journeys as a mentor
              • 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
            • 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
            • Components installed with Journey designer
        • 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
          • Exploring Lifecycle Events
            • Lifecycle event dashboards
          • Configuring Lifecycle Events
            • Activate Lifecycle Events for Enterprise
            • Activate Lifecycle Events
              • Lifecycle event script includes and APIs
              • Lifecycle Events workflows
            • Migrate Lifecycle Events workflows
          • Using Lifecycle Events
            • 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 activity set progress optimization
                  • 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
            • 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
            • Filter lifecycle event activities
            • Support multiple jobs in a lifecycle event
            • Configure the UI of the lifecycle event builder
          • Lifecycle Events reference
            • Lifecycle event properties
            • 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 Entra ID integration for new hire onboarding
              • Set up the Microsoft Entra ID 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
          • Configuring Document Templates
            • 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
          • Using Document Templates
            • Using Document Templates: HR Service Delivery
              • Document tasks generation
            • Using Document Templates: Custom use case
            • Working on a document task
              • Fill and sign a PDF document
              • Sign an HTML document
              • Review a PDF document
              • Resubmit a PDF document
            • Using Guided Tours in Document Templates
          • Reference for Document Templates
      • Federal plugin
        • Set up Federal plugin
        • Using Federal plugin
        • Federal plugin reference
      • Employee Campaigns for Workplace from Facebook
        • Components installed with Employee Campaigns for Workplace from Facebook
        • Set up Employee Campaigns for Workplace from Facebook
        • Use Employee Campaigns for Workplace from Facebook
          • Create content for campaigns for Workplace from Facebook
          • Create a campaign for Workplace from Facebook
          • Create a campaign bundle for Workplace from Facebook
          • Customize the name and logo for Workplace from Facebook
      • 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
      • 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
          • Activate Workforce Optimization for HR
            • RCA approvals in Workforce Optimization for HR
          • Workforce Optimization for HR Domain Separation
          • Setting up Scheduling for Workforce Optimization for HR
            • Configure event categories
            • Create event types
            • Configure schedule adherence properties
            • Modify schedule adherence and conformance formulas by using extension points
            • Event type extension points in Workforce Optimization for HR
          • Setting up Teams in Workforce Optimization for HR
            • Create KPI Groups to monitor performance
            • Add managers to a KPI assignment group
          • Setting up Coaching in Workforce Optimization for HR
            • Configure an indicator to display in the Coaching Overview tab in Workforce Optimization for HR
            • Setting up skill prediction in Workforce Optimization for HR
              • Use extension points for skill prediction in Workforce Optimization for HR
            • Configure a list menu to display in the Learning tab in Workforce Optimization for HR
          • Setting up Demand Forecast in Workforce Optimization for HR
            • Configure data collection for Demand Forecast
              • Add parameters to be defined in the formula
              • Configure resource conversion formula
              • Group forecast configuration
            • Modify forecast parameters to visualize forecast data
            • Create a manual adjustment for a forecast
        • 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
            • Reorder the navigation pane modules in HR Agent Workspace
          • 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
            • Copy 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 the 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
          • 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
          • HR Walk-up
          • HR Triaging Dashboard
        • 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
          • Alumni profile
          • Alumni job opportunities
        • 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
          • Configure alumni job preferences
        • 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
          • Alumni job preferences
          • Add other employment details
          • Edit personal details
      • Persona Based Experiences
        • 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 agents for HR Service Delivery AI Agent Collection
          • Configure resolution notes generation for Now Assist context menu
          • Configure sensitivity detection
          • Configure Now Assist AI Helper – Galileo Inside
        • Using agentic workflows in Now Assist for HRSD
          • Help resolve tuition requests agentic workflow for Now Assist for HRSD
          • Resolve HR cases agentic workflow
            • Generate a fulfillment plan
          • Generate onboarding ramp-up plan agentic workflow
            • Set Onboarding ramp up trigger to use Employee Center portal
            • Activate Onboarding ramp-up trigger
            • Activate the associated Now Assist skills
            • Add Employee Center to the Now Assist in Virtual Agent display experience
          • HCM AI agents
        • 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 an HR case using Now Assist for HRSD
          • Generate resolution notes using Now Assist for HRSD
          • View employee summary reports
          • Summarize actions while transferring an HR case
          • Use Knowledge Graph in Now Assist for HRSD
          • Use Galileo Inside to answer HR-related questions
          • 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
          • Detect sensitive topics by using sensitivity detection in Now Assist for HR Service Delivery (HRSD)
        • Reference for Now Assist for HR Service Delivery (HRSD)
          • Sensitivity detection filters mapping
          • Components installed with Galileo Inside
          • Sensitivity detection configuration table filters
          • Sensitivity detection configuration tables
          • Sensitivity detection filters mapping
      • 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
            • Configure learning objects for To-dos page
          • 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 HCM 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
            • Use HCM AI agents for HR Service Delivery Advanced Integration with Workday
            • 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 HCM 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
          • Use HCM AI agents 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
            • Use HCM AI agents 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
    • Unified Employee Experience
      • Employee Center
        • Exploring Employee Center
          • Service Portal versus Employee Center application
        • Configuring Employee Center
          • Employee Center admin configurations
            • Employee Center plugins
            • Employee Center roles
            • 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
            • Customize Employee Center portal theme
            • Modify email notification layout
            • Enable support for right-to-left languages
            • Employee Center global header
              • Add more menu items
              • Enable or disable global header options
            • Footer configuration
              • Configure the footer
              • Configure the footer menus
            • Employee live chat overview
            • Update the Employee Center home page theme
          • Setup Employee Center browse experience features
            • 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
            • Portal performance optimization
              • High-traffic experience
                • Modify homepage banner instance for high-traffic
              • Defer load in Employee Center
                • Modify defer load instance option
            • Taxonomy and connected content
              • Manage connected content from topic pages
                • Run the scheduled job for content association
                • Check for updated content in categories
              • Manage outdated connected content
                • Run the scheduled job for outdated content
            • 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
              • Search on the topic pages
              • Connect content to topic pages with the topic list selector
            • Mega menu configuration
              • View quick links on the mega menu
              • Add menu items to primary navigation
              • Configure Mega menu async load system properties
                • User portal data map
              • Get support
                • Configure static content
            • Advanced Portal Navigation
              • EC Information architecture
              • Configure advanced portal navigation
              • Configure advanced portal navigation order
              • Simplified Navigation
                • Configure simplified left navigation
            • Guided Self-Service in Employee Center
              • Configure Guided Self-Service
              • Build a visual flow for Guided Self-Service
              • Guided Self-Service user experience analytics
              • Modify the Guided self-service widget display
            • Cross-channel favorites
              • Configure favorite content type
              • Configure favorite content type on Mobile
              • Configure favorites option
              • Disable favorites
              • Remove favorites
              • Modify the my favorites widget display
            • 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
              • Modify the Quick links widget display
            • Employee Center browse experience widgets
              • Popular topics widget
              • Modify the topic header widget display
              • Modify the topic content widget display
              • Modify the sub-topics widget display
          • Setup Employee Center search experience features
            • AI Search for Curated Experiences
              • Improved search functionality
                • Configure search by the topic facets
              • Configure search source when AI search is disabled
              • Configure search navigation tabs
            • Enable Now Assist genius results
            • Personalized Answers on Employee Center
          • Setup Employee Center task management
            • Action framework
              • Configure actions
              • Configure action group
              • Configure action types
              • Update approvals action group
              • Modify the Employee Profile action group
            • 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 configuration
              • Set up the Requests filter condition
              • Opt in to the enhanced Enhanced Requests Experience
            • 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
              • Modify Active items widget display
            • Notifications for Employee Center
              • Configure notifications for portal
              • Configure notification content for portal
              • Configure notification triggers
            • 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
            • Employee requests page
              • Create or modify a request filter
            • Employee profile
              • Create an active employee definition
              • Opt in to the employee profile
              • Configure the Employee Profile header
              • Configure the Employee Profile overview widget
              • Modify the employee profile widget display
              • 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
            • Organization chart in Employee Center Pro
              • Configure eligible users for org chart
              • Configure card settings for org chart
              • Update the report count based on eligible users
              • Modify the org chart widget display
          • Quick start tests for Employee Center
            • Run quick start tests for Employee Center
        • Using Employee Center
          • Use the Employee Center topic pages
          • Topic managers and contributors for topic page management
          • Use the My To-dos page
          • View advanced portal navigation
          • Task filters on My tasks
          • View the Recommended for you content
          • View employee profile
          • Use Personalized Answers
          • Employee Profile org chart widget
          • RTL support for Employee Center
          • Manage favorites
          • Use Guided Self-Service
        • Employee Center reference
          • Activity Configuration form
          • Activity Configuration Detail form
          • Browser Extension for Employee Center forms
            • Website configuration form
            • Browser Extension policy form
          • Connected Content form
          • 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
          • Footer form
          • Footer Menus form
          • Guided Self-Service reference
          • Menu Item form
          • Overview section form
          • Portal notification configuration form
          • Portal notification content form
          • Quick Link form
          • Standard banner and icon sizes
          • Trigger conditions form
          • Tab widget mapping form
          • Taxonomy form
          • Topic form
          • To-do content 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
      • Employee Center Pro
        • Exploring Employee Center Pro
        • Configuring Employee Center Pro
          • Employee Center Pro admin configurations
            • Upgrading to Employee Center Pro
              • Install Employee Center Pro
              • Upgrade to Employee Center Pro from Employee Service Center (HR)
            • Employee Center Pro plugins
              • Activate Content Experiences
              • Activate Content engagement
              • Activate Content Publishing
              • Activate Content Governance
            • Employee Center Pro roles
            • Enhanced chat in Employee Center
            • Update the Employee Center Pro home page theme
          • Setup Employee Center Pro task management
            • Approvals hub
              • 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
              • Enable task configuration for approvals
              • Configure E-signature for approvals
            • App Launcher
              • Sync your applications from Microsoft Entra ID
              • App launcher integration with Okta
              • Register custom web applications with app launcher
              • Configure application visibility and access
              • Assign topics to web applications
              • Modify app launcher widget display
              • App launcher user experience analytics
            • Appointment Booking
              • Opt in to unified appointment booking
              • Create an appointment reason
              • Configure appointment communication
              • Map category and reasons to a location
              • Configure feedback for appointment booking
              • Configure page routing for appointment booking
          • 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
            • 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
            • Configure employee communications widgets
              • Modify the Featured News widget
              • Modify the News feed widget
              • Modify the Content Experiences widget
              • Modify banner width options
            • Configure Localization Framework for Content Publishing
              • Configuring translation for Content Publishing after upgrade
            • Add or modify content type for Content Publishing
          • Setup continuous improvement
            • Integrated experience and service feedback
              • Set up the feedback configuration
              • Set up the feedback definition
              • Integrated service and experience feedback management
                • Modify the experience flow feedback widget
                • Modify the workflow feedback widget
              • Feedback for Virtual Agent setup
            • Content Analytics
              • Activate Content Analytics
              • Activate a tracking profile
              • Create a Content Analytics tracking profile
              • Set up Content Analytics tracking
          • Quick start tests for Employee Center Pro
            • Run quick start tests for Employee Center
          • Managing portal performance
            • Improve portal load time with asynchronous loading
            • Improve the image load time on Employee Center
            • View widget performance metrics
            • Add hotspots to track custom widget performance
            • Portal Concurrency
          • Managing employee communications
            • Creating employee communications
              • Microsites
                • Create rich content
                • Create and edit 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
                • Copy and Paste 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
              • Company events
                • Create a company event
                • Publishing company events
                • Workplace Service Delivery Integration
                  • Create Company Event with Workplace Service Management
                  • Company Event Troubleshooting
                • Attendee List and RSVP for company events
              • Portal content
                • 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
                • Create to-do content
                • Creating to-do content
              • Pulse survey content
                • Create pulse survey content
                • Create a pulse question
              • Employee Forums
                • Add or modify forum content
              • Content versioning
                • Checkout published content
              • Publishing content
                • Scheduling the delivery of content
                • Create a publish plan for your content
              • Multilingual support in the Content Library
            • Creating campaigns
              • 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
              • 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
        • Using Employee Center Pro
          • Use Approvals hub
          • Use the integrated experience and service feedback
            • Resolve a feedback task
            • Feedback task notification
          • Schedule an appointment
            • Manage your appointments
          • Access applications from App Launcher
        • Employee Center Pro reference
          • Approvals experience reference
          • Block content 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
          • Content Analytics dashboards
          • Content engagement dashboard
          • Content Library Overview dashboard
          • Employee Center Pro widgets
          • Feedback Analytics dashboard
            • User experience dashboard
          • Feedback configuration form
          • Feedback definition form
          • Link content form
          • Location Consent form
          • Notification content form
          • Properties installed with Content Experiences
          • Properties installed with Content Governance
          • Properties installed with Content Publishing
          • Schedule appointment form
      • Employee Center Pro Kiosk overview
        • 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
          • Customize Employee Center Pro Kiosk widgets
            • 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
        • Use Employee Center Pro Kiosk
      • Now Assist for Employee Experience
        • Explore Now Assist for Employee Experience
          • Supporting information for Now Assist for Employee Experience
        • Configure Now Assist for Employee Experience
        • Activate Now Assist for Employee Experience skills
        • 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
          • Check company news and events
          • View summarization for approvals
        • Using AI Agents with Now Assist for Employee Experience
          • Company News & Events AI Agent
            • Activate Company News and Events AI Agent
        • Now Assist for Employee Experience reference
          • Properties installed with Now Assist for Employee Experience
      • 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
        • Exploring Employee Center for Now Mobile
          • 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
          • Now Assist genius results in Now Mobile
        • Configuring Employee Center for Now Mobile
          • Next Experience theme for Now Mobile
          • Employee profile UI for Now Mobile
            • Upgrade search redirection to the new Now Mobile profile page
          • Configure My items
          • 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
          • Update search configurations
      • ServiceNow for Microsoft 365 Add-ins and Microsoft Teams
        • 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
        • Employee Profile integration with Microsoft Teams
          • Disable Microsoft Teams status view
        • 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
        • 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
      • Zoom integrations
        • 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
        • 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
          • Use Employee Center from Zoom
    • 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 achievement credential templates
              • Add skill to an achievement template
          • View Growth plans related information in the Now Assist Admin console
        • Using the Talent Development Core application
          • Create a growth plan with the help of Now Assist
          • 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
              • SAP SuccessFactors integration 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 Foundation 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
          • Close a conversation
          • Reopen a closed growth conversation
          • Create a growth conversation using an agent
        • Career Conversations reference
          • Discussion series form
          • Create Suggested Talking Points reference
          • Suggested talking points form
          • Components installed with Career Conversations
      • Learning
        • Exploring Learning
          • My Learning
            • Overview
            • Discover
            • Activity
            • 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
          • Skill sensing for learning content
            • Add skills to a course with skill sensing
            • Configuration for bulk skill sensing
            • Add or discard multiple skills with skill sensing
        • 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
          • Opportunity publishing approval
        • 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
        • Use Opportunity Marketplace
          • Share an internal job opportunity
          • Update Job Preferences
          • Create opportunities in Opportunity Marketplace
          • Create opportunities in Opportunity Marketplace by importing projects from Project Workspace
          • 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
      • 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 for generating reports
          • 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
          • Migrate existing safety documents to the Document library
        • 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
          • Managing safety knowledge articles
            • Create a Health and Safety knowledge article
          • Add a new 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 version form
          • Health and Safety report field mapping 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 property to set employee hours worked
          • Configure scheduled job to generate frequency rates
          • Disable the safety incident playbook
          • Configure property to set default map location for Health and Safety incidents and observations
        • 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
        • Universal Request for Health and Safety cases
          • Create Universal Request for Health and Safety cases as an employee
          • Create Universal Request for Health and Safety as an agent
          • Manage a Universal Request from the Health and Safety Workspace
            • Assign a Health and Safety case linked to a Universal Request
            • Transfer a Universal Request from the Health and Safety Workspace
            • Create associated tickets for Universal record within Health and Safety Workspace
        • 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
          • Add a contractor from the Health and Safety Workspace
        • Health and Safety Contractor Management reference
          • Components installed with Health and Safety Contractor Management
          • Domain separation and Health and Safety Contractor Management
      • Contractor Service Center
        • Exploring Contractor Service Center
          • Contractor Service Center navigation overview
        • Configuring Contractor Service Center
          • Install Contractor Service Center
          • Configure system properties for Save as draft option
          • Configure the menu for Contractor Service Center
          • Configure the Contractor Service Center portal theme
          • Configure Contractor Service Center web page
        • Using the Contractor Service Center
          • Log in to the Contractor Service Center for the first time as a contractor
        • Contractor Service Center reference
          • Components installed with Contractor Service Center
          • Contractor service portal menu item form
          • Domain separation and Contractor Service Center
      • 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
            • Perform risk analysis for a safety risk assessment
            • Create a risk analysis for a safety risk assessment from a job
            • Assess safety hazards and risk levels for a risk analysis
            • 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 system
            • Create a permit-to-work request
            • Approve or reject a permit-to-work request
            • 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
          • Hazard assessment form
          • Inspection schedule form
          • Audit schedule form
          • Finding form
          • Action schedule form for an exposure
          • Permit-to-work request form
          • Choice new record form
          • Variable set new record form
          • Variable new record form
          • Domain separation and Health and Safety Risk Management
      • Health and Safety Environmental Management
        • Exploring Health and Safety Environmental Management
          • Chemical management overview
        • Setting up Health and Safety Environmental Management
          • Install Health and Safety Environmental Management
          • Configure the chemical request approval flow
            • Configure the chemical request approver based on location
          • Migrate SDS from chemical safety register to chemical item
        • Using Health and Safety Environmental Management
          • Chemical management
            • View the chemical library as an employee
            • Create a chemical request from the Employee Center
            • Submit a chemical request for approval
            • Approve or reject a chemical request
            • Create a chemical record for a new chemical
            • Request a safety data sheet (SDS)
        • Health and Safety Environmental Management reference
          • Components installed with Health and Safety Environmental Management
          • Chemical request form
          • Chemical form
          • Chemical ingredient form
          • Chemical item form
      • Integration of Health and Safety applications with third-party services
        • Integration of 3E with Health and Safety Environmental Management
          • 3E service provider overview
          • Configure the application registry for the 3E Service Provider
          • Configure the property for 3E integration
          • Sync chemical information with the 3E database
      • 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
          • Conversational AI Health and Safety Incident Report
        • 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
          • Configure Now Assist in virtual agent for Conversational AI Health and Safety Incident Report
        • 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 an HTML 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
          • Configure a workplace card
            • Configure a space details card
          • 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
        • 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
          • Manage check-in and check-out reservations
          • Configure automatic check-in for reserved spaces
          • Configure reservation multi-day settings in Reservable Module
        • Reserve workplace items
          • Create a reservation
          • Auto-resolve recurring reservations
          • Reserve a space near your colleague
          • Create neighborhood reservations
            • Enable shift-based reservation
          • Create multi-building reservations
          • Create a multi-day reservation
          • Create reservation for multiple workplace items
          • Create a reservation along with a shared reservation
          • Set a location as favorite using the Space details page
          • Create a reservation including a virtual meeting link
          • Create a shift reservation
          • Create a group 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
        • Manage Workplace Reservations for Microsoft Outlook Add-in
          • Configure Reservable Module for Microsoft Outlook
          • Redirect WSD RSV MOA OAuth registry
          • Activate the add-in for Microsoft Outlook
            • Upload the manifest file for a workplace employee
            • Upload the add-in file Microsoft Office 365
        • Using Workplace Reservations for Microsoft Outlook Add-in
          • Create a reservation in Microsoft Outlook add-in
          • Edit reservation details in Microsoft Outlook
          • Delegate reservations in Microsoft Outlook add-in
        • 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
          • 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
          • 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
          • 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
                • Set up personal authentication mode OAuth connectivity with Microsoft Exchange Online
                • Configure a personal authentication mode Connection and Credential alias for Microsoft Exchange Online
                • Configure your own connection and credential alias for personal authentication mode
                • Configure the 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 multiple Reservable Sync Configurations
              • 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
          • Provider form
          • Third-party OAuth Provider form
      • 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 workplace contract clauses in Core UI
              • Add workplace contract options in Core UI
              • Add workplace contract responsibilities 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 workplace contract clause in Workplace Central
              • Add workplace contract options in Workplace Central
              • Add workspace contract responsibilities 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
          • Get directions to a workplace
          • 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
        • 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 hierarchy upload
            • Download and fill Excel templates for bulk upload
            • Upload Excel files
            • Upload CAD files
          • 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
          • Bulk upload Excel columns
      • 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
            • Wi-Fi data table
            • Extension point definition for Wi-Fi data
          • Execute the 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 reference
          • Employee Presence Calendar Widget form
          • Components installed with Workplace Concierge
          • Properties installed with Workplace Concierge
          • Insights installed with Workplace Concierge
      • Workplace Agent for mobile
        • Explore Workplace Agent for mobile
        • 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
        • Workplace Agent for mobile - references
          • Workplace Agent for mobile - Key features, actions, and case details
      • WSD for Microsoft places
        • Explore WSD for Microsoft places
        • Configure WSD for Microsoft places
          • Register the WSD for Microsoft places application
          • 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
          • Configure Reservable Module for kiosk reservation
          • Setup a kiosk on a physical device for reservations
        • 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
          • Make workplace reservations on the kiosk
        • 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
          • Automate map updates agentic workflow
      • Using Now Assist in Virtual Agent
        • Reserve a space using the workplace reservation AI agent
    • Contract Management Pro
      • Exploring Contract Management Pro
        • Word Document Templates
        • Clause Management
        • Microsoft Word add-in for ServiceNow Contracts
        • Contract and amendment requests
        • Optimizing Sales and Order Management through Contract Lifecycle Automation
        • Optimizing Sourcing and Procurement Operations through Contract Lifecycle Automation
      • Configuring Contract Management Pro
        • Install Contract Management Pro
        • Configure the Microsoft Word add-in for ServiceNow Contracts
        • External applications for Contract Management Pro
          • Configure an external storage system
          • Configure an e-signature provider
        • Create a contract type
          • Configure field mapping for parent-child contract linking
        • Create document template categories
        • Configure templates for a contract and amendment request in Contract Management Pro
          • 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 tables using the Microsoft Word add-in for ServiceNow Contracts
                • Add conditions for a contract table mapping
                • Configure mapped columns to append or add fields from related tables
            • Upload and parse a Microsoft Word document that includes content controls
            • Complete clause mapping to build a clause library
          • 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
          • 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
        • Define an internal signatory rule
        • Configure contract template rules
        • Create a contract configuration
        • Configure additional features in Contract Management Pro
          • Configuring Contract Workspace with UI Builder components
            • Activate Contract Workspace
            • Configure AI search for Contract Workspace
          • Configure signature pause duration when modifying signatories
          • Auto-populate the start date and end date for contract requests
          • Activate a system property to generate a certificate of completion
          • Enable users to view email details in activity stream
          • Enable keyword search for contract templates
          • Configure conditions to send reminder notifications for expiring contracts
          • Copy fields from parent request to amendment request
          • Manage notifications in Contract Management Pro
            • Configure Obligation Management notifications
            • Configure email notifications for approval workflow in Contract Management Pro
            • Configure extension point for notifications
        • Add and configure contract request functionality into your workspace
          • Configure non-task tables for contract templates
          • Add a workspace action button for initiating a contract request
          • Add Contract requests tab to your workspace
          • Add amendment tabs to contract repository record
          • Display contract documents in a contract repository record
          • Copy fields from parent request to contract request
          • Group contract documents by contract type in the contract request form
          • Add access to obligation management from contract repository records
          • Configure the contract request form header for your workspace
          • Provide permissions to configure default contract document information
          • Provide access to contract request fields in condition builders
      • Using Contract Management Pro
        • Contract Workspace
        • Initiating a contract request
          • Initiate a self-served contract request
          • Initiate a non-self-served contract request
          • Initiate an amendment request
        • View and track contract request details
        • Assign a contract request
        • Use self-served contract request
          • Work on self-served contract requests as a contract fulfiller
          • Work on self-served contract requests as a contract user
          • Add signatories in self-served contract request
          • Create an updated contract document revision after modifying a self-served contract request (starting 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
        • Send email to stakeholders
        • Add clauses during authoring or negotiation
        • Create a document revision
        • Internal review
          • Request an internal review
          • Work on internal review task
          • Share requested information for internal review
          • Cancel an internal review task
        • Linking parent-child contracts
          • Link parent contract requests
          • Link and inherit parent contract fields
          • Remove a linked contract
        • 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
        • Compare contract revisions in Contract Management Pro
        • Signature workflow for a contract request
          • Upload a manually signed contract document
          • Modify signatories
            • Resume signature process
          • Resend signature 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
      • Managing 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
        • Platform Analytics Solutions for Contract Management Pro
          • Activate Analytics Pack for Contract Management Pro
          • Using the Contracts Dashboard
        • Modify assignment rule for contract requests
      • Now Assist in Contract Management
        • Exploring Now Assist in Contract Management
        • Configure Now Assist in Contract Management
          • Select large language models for use cases in 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 contract metadata extraction
            • Enable notification for contract metadata extraction
            • Configure the workspace URL for contract 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
        • 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
          • 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
            • Enable notifications for AI extracted contract metadata
          • Manage contract repository agentic workflow
          • Reviewing AI extracted results in the contract playbook
            • Work with AI extracted results in contract playbook
        • 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
        • Contract request State and Contract document status in 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
        • Action assignment form
        • UFX Add on Event mapping form
        • Obligation form
        • Obligation Management notifications
        • Contract Management Pro glossary
    • 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
          • Configure number of records to display in search suggestions
          • 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
        • Legal Hold Notification
          • Exploring Legal Hold Notification
          • Configuring Legal Hold Notification
            • Install Legal Hold Notification
            • Assign the legal user role to a custodian
            • Customize an existing legal hold notice template
            • Configure a new legal hold notice template
            • Configure a restricted caller access privilege
          • Using Legal Hold Notification
            • Submit a Legal Hold Notification matter
            • Assign a matter owner
            • Issue a legal hold notice
            • Add a new custodian to an existing legal hold matter
            • Acknowledge the legal hold notice
            • Send a reminder to custodians for acknowledgment
            • Close a legal hold matter
            • Reopen a legal hold matter
          • Legal Hold Notification Reference
            • Components installed with Legal Hold Notification
            • Legal hold notification matter intake form
      • Now Assist for Legal Service Delivery (LSD)
        • Explore 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 the variables for Now Assist summarization
          • Configuring Q&A Genius Results in Now Assist for Legal Service Delivery (LSD)
        • 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 using Q&A Genius Results in Now Assist for Legal Service Delivery (LSD)
        • Using agentic workflow 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 legal request tables for data indexing
          • 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
            • Install Microsoft Word add-in for ServiceNow Contracts
              • 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
            • Add supporting document widget in own-paper record producer
            • Add external signatories widget in third-party paper record producer
          • Use Contract Management Pro for Legal Service Delivery
            • Non-disclosure agreement 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 (starting 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-served 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
                • Signature workflow for a request
                  • Upload a manually signed contract document
                  • Modify signatories
                    • Resume signature process
                  • Resend signature request
                  • Cancel a wet signature process for non-disclosure agreement legal requests
            • 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
                • Cancel the wet signature process from the Employee Center
            • Linking parent-child contracts
            • Internal review overview
              • Request an internal review
              • Work on internal review task
              • Share requested information for internal review
              • Cancel a review task
            • 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 repository 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
        • Exploring Legal Counsel Center
          • Legal Counsel Center Classic
        • 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
      • Legal Service Delivery reference
        • Legal Service Delivery glossary
    • 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
        • Guided setup for Universal Request
      • Setting up and configuring 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
    • 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
Table of Contents

Close a legal request through Mobile Agent

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  • UpdatedJan 30, 2025
  • 1 minute read
    • Yokohama
    • Employee Service Management

Close a legal request assigned to you when you've resolved it.

Before you begin

Role required: sn_lg_ops.legal_fulfiller

Procedure

  1. In the Mobile Agent, navigate to the Assigned Requests list.
  2. Tap the request item that you want to close.
  3. Tap Close Complete.
  4. Add your comments and tap Submit.
  5. Tab Yes on the confirmation message.

Result

The legal request is closed and the state changes to Close Complete.

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