Access your profile in Service Operations Workspace

Release version: Washingtondc

Updated February 1, 2024

1 minute to read

Track and monitor the real-time status of your work by accessing your profile in Service Operations Workspace. You can track how many incidents and interactions you have closed and how many you are actively working on. You can also view the roles and groups to which you belong and see information about your manager and teammates.

Before you begin

Role required: sn_wfo_cfg_itsm.employee

About this task

Access your profile to analyze information such as:

Key performance indicators that matter most to you and Performance Analytics targets set for you by your manager. For information on Performance Analytics, see Performance Analytics targets.
Pending training that has been assigned to you and when they're due.
Service channels that you are assigned to and their current utilization.
Skills and skill levels that you currently use and skill gaps that you may want to address.
Upcoming PTO.

Procedure

Navigate to Workspaces > Service Operations Workspace.

When you click the home icon (), you can view the status of your work, organizational performance, current status of incidents, and unassigned incidents in the Service Operations Workspace landing page.

Click the lists icon (

To	Do this
Access your profile from an incident record	Click Incidents and select Assigned to me. In the Assigned column, select your name. The profile page appears. In that page, you can access all the information that is related to your profile.
Create your profile for centralized access	Select the My Lists tab. Click New List. In the New List screen, click Create your own. In the List Name field, enter a name for the list; for example, My Profile. In the Select Source field, select User (sys_user). In the Add Filters condition builder, select [Name] [is] [<your name>]. Click Create. The workspace adds your profile to the My Lists tab. For information on creating a list, see Create My Lists in Workspace.
Analyze Performance Analytics targets	Click Incidents and select Assigned to me. In the Assigned column, select your name. You can view your targets for a KPI for a given date range if your manager has set the target for that KPI.

Do this

Access your profile from an incident record

Click Incidents and select Assigned to me.
In the Assigned column, select your name.

The profile page appears. In that page, you can access all the information that is related to your profile.

Create your profile for centralized access

Select the My Lists tab.
Click New List.
In the New List screen, click Create your own.
In the List Name field, enter a name for the list; for example, My Profile.
In the Select Source field, select User (sys_user).
In the Add Filters condition builder, select [Name] [is] [<your name>].
Click Create.

The workspace adds your profile to the My Lists tab.

For information on creating a list, see Create My Lists in Workspace.

Analyze Performance Analytics targets

Click Incidents and select Assigned to me.
In the Assigned column, select your name.

You can view your targets for a KPI for a given date range if your manager has set the target for that KPI.