ServiceNow Agent app

Use the ServiceNow Agent app to create assets, look up assets, and receive assets from a purchase order.

Create an asset

Use the ServiceNow Agent app to create an asset record by scanning the asset.

Before you begin

Download the ServiceNow Agent app from Apple App Store or Google Play Store.

Role required: asset

The Procurement plugin (com.snc.procurement) must be installed to get the procurement features in ServiceNow Agent app.

Procedure

  1. Navigate to Asset and tap Create Asset.
    Agent Mobile Asset home screen
  2. Scan the asset serial number or asset tag, then tap Search.
    If the asset exists in your ServiceNow instance, an asset record is displayed. This information is to ensure that you don't create duplicate asset records.
  3. Optional: To update an existing asset, select the asset and then tap Update Asset.
  4. If no existing asset record is found, tap the action icon in the upper right and select Create Asset.
  5. Scan or enter values for the Asset Tag, Serial Number, Model (non-software), Stockroom, State, and Substate fields.
  6. Tap Submit to create the asset.

Asset lookup

Search for an asset record in your ServiceNow instance by scanning the asset.

Before you begin

Role required: asset

Procedure

  1. Navigate to Asset and tap Asset lookup.
  2. Scan the asset tag, then tap Search.
  3. An asset record is displayed if the asset exists in your ServiceNow instance.
    You can select the existing asset to update it or to create an incident related to it.

Receive assets from a purchase order

Scan assets from a purchase order (PO) to verify that you received all assets from the order.

Before you begin

Role required: procurement_admin or procurement_user

Procedure

  1. Navigate to Procurement and tap POs Next 30 Days.
  2. Select a purchase order.
  3. Tap Related list.
  4. Tap the PO Line Items asset that you ordered and swipe Receive to receive the asset.
  5. If you only need to receive a single purchase, on the Receive form, scan the QR code for either the asset tag or serial number.
  6. If you need to receive multiple purchases, on the Receive form, tap Scan next item until you've scanned all of your purchases.
  7. Tap Submit.

Result

The purchase order is marked as received.

Verify and depart your assets for disposal

Use the ServiceNow Agent app to scan, verify, and depart your assets for disposal.

Before you begin

To verify an asset using the ServiceNow Agent app, make sure that a Disposal order exists in your Hardware Asset Management instance.

Role required: asset

About this task

After a Disposal order is initiated for your asset, use the ServiceNow Agent app to scan, verify, and depart the asset. You do not have to manually verify and depart your assets.

On the app, you can use the same functionalities when you are offline. For more information, see Offline mode.

Procedure

  1. Navigate to All > Asset > Asset disposal.
    The Verification tab shows the list of verification tasks, while the Departure tab shows the list of departure tasks. These tasks are for the assets that are present in a particular asset location for disposal.
  2. Scan and verify your assets in one of the following ways.
    • Swipe a verification task to the left.
    • Tap a verification task to open it and then tap Scan.

    You can scan multiple assets together. After you open a verification task, the verification task shows the number of assets that are verified, not verified, or expected to be verified. Click Expected, Verified, or Not verified to view the respective types of assets.

  3. Tap Review > Submit.
    A pop-up message appears and shows the successful verification of the scanned assets. The lists of verified and not verified assets are updated.
  4. Once you scan all the assets, tap Complete to close the verification task.
    If there are still some assets left for scanning and you click Complete, then a pop-up window appears to confirm if you still want to close the task. If you tap Complete, the task is closed.
  5. Enter the vendor details and the scheduled date by using your Hardware Asset Management instance.
    See Create a disposal order.
    After you enter the vendor details and close the Schedule Pickup task from your Hardware Asset Management instance, the Departure tab shows the list of departure tasks to process.
  6. Scan and depart your assets in one of the following ways.
    • Swipe a departure task to the left.
    • Tap a departure task to open it and then tap Scan.
    You can scan multiple assets together. After you open a departure task, the departure task shows the number of assets that are departed, not departed, or expected to be departed. Click Expected, Departed, or Not departed to view the respective types of assets.
  7. Tap Review > Submit.
    A pop-up window appears and shows the successful departure of the scanned assets. The lists of departed and not departed assets are updated.
  8. Once you scan all the assets, tap Complete to close the departure task.
    If there are still some assets left for scanning and you click Complete, then a pop-up window appears to confirm if you want to close the task. If you tap Complete, the task is closed.