Generate a summary report

Create and save as many templates as needed by using the ServiceNow Document Templates application. Create a summary report by selecting a document template for the report. Export the case details, in a PDF format, for documenting and sharing purposes.

Before you begin

Role required: sn_hr_core.case_writer

Confirm the installation of the following plugins:

• Document Templates [sn_doc]
• Employee Relations [com.sn_hr_employee_relations]

You must be assigned to the case.

Procedure

1. Navigate to All > HR Case Management > Agent Workspace for Case Management.
2. Create an HR case within the Employee Relations COE by selecting the Add icon (plus sign).
   For detailed instructions, see Create a case in Agent Workspace for HR Case Management.
   An employee relations case is created.
3. Select Summary Report.
   
4. In the Summary Report window, select a predefined document template format in which the case details are captured.
   For details on how to create and use document templates, see Document Templates.
5. Select Generate.
   Summary report is generated with case details, including work notes, and added as an attachment to the case.