Playbooks for Enterprise Asset Management
Summarize
Summary of Playbooks for Enterprise Asset Management
Playbooks in Enterprise Asset Management (EAM) provide step-by-step guidance to help you efficiently set up and manage your assets. They break down workflows into multiple lanes, each containing a sequence of activities with status indicators and check marks to track progress. You can save work at any point and return later, with an activity log displaying all entered data.
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The playbook layout includes lanes on the left, a central work area, and an activity log on the right, ensuring clear navigation and progress tracking throughout asset management processes.
Available Playbooks and Their Uses
- Asset Onboarding Playbook: Guides the onboarding of a single asset by providing contextual steps and capturing critical asset information. Each asset can have only one onboarding process tracked via the Asset Onboarding Task table.
- Multi-asset Onboarding Playbook: Enables onboarding multiple assets of the same model simultaneously. Technicians can create catalog requests or onboarding orders which generate onboarding tasks. This playbook features activities that can be skipped or completed, including a Deployment activity to assign assets to users and locations. Deployment tasks can be configured either as Enterprise asset deployment tasks or Work order tasks through an asset property setting.
- Calibration Event Playbook: Facilitates tracking and management of asset calibrations performed as part of work orders with a Calibration work type. It is accessible via the work order task and supports both desktop and mobile agent applications for field use.
Practical Benefits for ServiceNow Customers
- Structured workflows ensure consistent and complete asset onboarding and calibration processes.
- Visibility into progress and status through intuitive lane and activity indicators reduces errors and improves efficiency.
- Flexibility to manage multiple assets at once and customize deployment task types according to organizational needs.
- Supports mobile and desktop environments, enabling technicians and asset managers to operate seamlessly in the field or office.
Playbooks provide a step-by-step guidance for setting up your assets with important information.
Playbook overview
- A list of activities that you review.
- Status indicators that display the current state of each activity.
- Check marks that indicate where you are in the workflow.
As you mark an activity complete in a lane, you move to the next activity. You can save an activity at any time and return to the playbook later. After you complete all the activities in a lane, you move to the next lane. As you keep completing activities and lanes, the status keeps getting reflected in the left-hand panel. An Activity log, on the right-hand side of the playbook shows all the data that you’ve entered for each activity.
Playbook layout
- lanes on the left-hand side.
- work area in the center.
Available playbooks for Enterprise Asset Management
- Asset onboarding playbook: Allows you to onboard a single asset.
- Multi-asset onboarding playbook: Allows you to onboard multiple assets at one go.
- Calibration event playbook: Allows you to track and manage the asset calibrations that you are performing as part of your work orders.
Asset onboarding playbook
The asset onboarding playbook provides context at each step of the process and helps you enter critical information for your assets.
Each asset can have only one onboarding process and for each onboarding process, there's an onboarding task to track the process.
The Asset Onboarding Task [sn_itam_common_asset_onboarding_task] table tracks the asset onboarding process.
Multi-asset onboarding playbook
The multi-asset onboarding playbook enables you to onboard multiple assets for a single model at one go.
- The person for whom the asset is assigned
- Location where the asset should be deployed
The deploy task for multi-asset onboarding can be either created as an Enterprise asset deployment task or a Work order task by configuring the com.sn_eam.default_deployment_task asset property using the enterprise_admin role. By default, the Value field of this asset property is set to sn_eam_deploy_asset_task and an Enterprise asset deployment task is created. However, you can create a work order task by setting the Value field to wm_task.
For details on using the multi-asset playbook, see Create a multi-asset onboarding process.
Calibration event playbook
The Calibration event playbook enables you to track and manage the asset calibrations that you are performing as part of your work orders. This playbook is available in any work order task that has a Work type of Calibration.
For more details on using the Calibration event playbook on your ServiceNow instance, see Complete and close a work order for an enterprise asset. For more details on using the Calibration event playbook in the ServiceNow® Mobile Agent® application, see Take action on an enterprise asset using the Mobile Agent application.