Exploring Service Operations Workspace for ITSM
Summarize
Summary of Exploring Service Operations Workspace for ITSM
Service Operations Workspace (SOW) for ITSM offers a unified, configurable workspace designed to streamline the management of task records such as incidents, requests, and walk-ups in IT Service Management workflows. It enables agents and administrators to efficiently handle ITSM and IT Operations Management (ITOM) processes within an intuitive interface, enhancing productivity and service quality.
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Key Features
- Configurable Landing Pages: Tailored views for Tier 1 and Tier 2 agents provide overviews of outages, service announcements, assignments, and performance tasks, enabling efficient task prioritization.
- Incident and Request Management: Agents can manage incidents with contextual information, use data from the Agent Client Collector for faster resolution, and handle the full lifecycle of requests directly within the workspace.
- Recommended Actions: Real-time actionable recommendations accelerate triaging and resolution across multiple record types including incidents, problems, and change requests.
- On-Call Scheduling: Ensures support availability with schedule setups, roster rotations, escalation policies, and notifications, facilitating prompt expert response for high-priority tasks.
- Collaboration Tools: Integration with Microsoft Teams enables seamless communication between agents, requesters, and peers right from the task record.
- Walk-up Experience Management: Administrators and agents can efficiently manage walk-up interactions, appointments, stockrooms, and kiosks at service locations.
- Guided Tours and Setup: Interactive guided tours help agents learn to use SOW for ITSM effectively, while guided setup sequences assist administrators with configuration tasks.
- Integration with ITOM Workspace: Provides a unified platform experience for services and operations, enhancing automation and optimization across ITSM and ITOM.
User Roles and Their Focus
- Tier 1 Agents: Focused on managing interactions, incidents, and requests, with access to performance and learning tasks.
- Tier 2 Agents: Handle incidents, requests, changes, problems, and major incidents with more advanced capabilities.
- Administrators: Responsible for implementing, configuring, and managing the Service Operations Workspace environment.
Practical Workflow for Agents
Agents begin their day by reviewing prioritized assignments, outages, and announcements. They create and manage incidents with access to related data and knowledge articles, use recommended actions to expedite resolution, collaborate with experts on-call, communicate via Microsoft Teams, and generate change requests as needed—all within a unified workspace.
Access and Learning Resources
Agents and administrators can access Service Operations Workspace for ITSM through the platform’s navigation and benefit from guided tours for learning key processes. Administrators can utilize guided setup to configure the workspace efficiently.
Benefits for ServiceNow Customers
- Streamlines ITSM workflows by consolidating task management into a single, easy-to-navigate workspace.
- Improves incident resolution speed and accuracy with contextual information and actionable recommendations.
- Enhances collaboration and communication through integrated Microsoft Teams support.
- Supports efficient management of walk-up services and on-call scheduling to ensure continuous support availability.
- Facilitates smoother adoption with guided tours and setup tools, reducing configuration complexity.
You can have a unified and seamless experience when managing the life cycle of task records such as incidents, requests, and walk-ups in IT Service Management workflows using Service Operations Workspace (SOW) for ITSM.
Service Operations Workspace for ITSM overview
Service Operations Workspace for ITSM is a configurable workspace that provides a unified experience for multiple IT Service Management and IT Operations Management workflows. Configure your agent experience using the easy-to-navigate interface of Service Operations Workspace for ITSM.
Accessing Service Operations Workspace for ITSM
For information about accessing Service Operations Workspace for ITSM, see Access Service Operations Workspace for ITSM.
Service Operations Workspace for ITSM users
| User | Description |
|---|---|
| Tier 1 agent | User who has the itil or sn_sow.sow_home role and belongs to a service desk group. Primarily focused on the life cycle of the following records:
|
| Tier 2 agent | User with the itil role. Primarily focused on the life cycle of the following records:
|
| Administrator | User who implements and sets up Service Operations Workspace for ITSM. |
Service Operations Workspace for ITSM benefits
| Benefit | Feature | Users |
|---|---|---|
| Tailored landing page for tier 1 and tier 2 agents. It provides an overview of outages, service announcements, and assignments to efficiently prioritize the work. Tier 1 agents can view and manage their performance and learning tasks assigned by their manager. | Service Operations Workspace for ITSM landing page | Tier 1 and Tier 2 agents |
| Agents can manage incidents effectively with contextual information and targeted actions. Streamline investigations and accelerate incident resolution with the metrics data collected from Agent Client Collector (ACC). | Incident Management in Service Operations Workspace | Tier 1 and Tier 2 agents |
| Agents can use information from similar incidents and knowledge articles to accelerate incident resolution. | Recommended Actions for ITSM in Service Operations Workspace | Tier 1 and Tier 2 agents |
| Agents can reach out to experts on-call for high-priority tasks. | On-Call Scheduling in Service Operations Workspace | Tier 1 and Tier 2 agents |
| Agents can collaborate with the requester and peers from the task using Microsoft Teams chat. | ServiceNow integrations with Microsoft Teams in Service Operations Workspace | Tier 1 and Tier 2 agents |
| Agents can create requests from incidents and interactions. Agents can also manage the entire life cycle of requests. | Request Management in Service Operations Workspace | Tier 1 and Tier 2 agents |
| Agents and administrators can review and manage walk-up interactions, appointments, stockrooms, and kiosks at the walk-up service location. | Walk-up Experience management in Service Operations Workspace | Tier 1 and Tier 2 agents |
| All logged-in users can view key features to get started with Service Operations Workspace for ITSM. | Service Operations Workspace for ITSM landing page | Tier 1 and Tier 2 agents |
| Administrators can have a guided experience for initial configuration of Service Operations Workspace for ITSM. | Using guided setup | Administrator |
| Agents can have a unified experience for services and operations on a single platform by integrating with Service Operations Workspace for ITOM. | Automating and optimizing your services and operations using Service Operations Workspace | Tier 1 agent, Tier 2 agent, and IT operator |
For information about key features in Service Operations Workspace for ITOM, see Exploring Service Operations Workspace for ITOM.
Service Operations Workspace for ITSM workflow for an agent
- An agent can start the day by looking at an overview of assignments, outages, service announcements, and assignments in Service Operations Workspace to prioritize work based on service level agreements (SLAs), priority level, and urgency.
- The agent can create an incident based on the issue reported. Since the agent has access to related incidents and recent interactions, better and faster support can be provided. Agent also has access to all related information from the incident record page.
- The agent can resolve the incident faster by using tailored recommendations.
- The agent can reach out to experts on-call for high-priority tasks.
- The agent can collaborate easily with the requester and peers right from the task.
- The agent can create a change request to fix the issue.
Using guided tours to learn about Service Operations Workspace for ITSM
Use a guided tour that is sequence of interactive steps to guide an agent through a specific process or task within Service Operations Workspace for ITSM. To access guided tours, select the Show help icon in the navigation bar and scroll down to find the Take a Tour or Select a Tour option. For more information about playing a guided tour, see Play a guided tour in Service Operations Workspace.
- A guided tour might break if you customize any of its associated UI elements in your instance, so ensure that you update your guided tours as well accordingly. For information on how to update guided tours, see Edit Guided Tours.
- The Take a Tour or Select a Tour option is available only when a guided tour is available for that UI page.
Using guided setup to implement Service Operations Workspace for ITSM
Service Operations Workspace for ITSM guided setup provides a sequence of tasks that help an administrator configure Service Operations Workspace for ITSM on your ServiceNow instance. To open Service Operations Workspace for ITSM guided setup, navigate to . For more information about using the guided setup interface, see Using guided setup.