User Interface & Navigation 20% Flashcards
• ServiceNow Overview • Lists and Filters • Forms and Templates • Branding
ServiceNow Overview
ServiceNow Overview
ServiceNow believes in the power of technology to reduce complexity in our jobs and make work, work better for people. We transform old, manual ways of working into modern digital workflows. Employees, customers, and suppliers get what they need, when they need it—fast, simple, easy. It is all made possible by the many features of the Now Platform at the foundation of ServiceNow.
ServiceNow Overview
Now Platform Overview
The Now Platform from ServiceNow provides an Application Platform-as-a-Service (aPaaS). That means it is a cloud-based computing model which provides the infrastructure needed to develop, run, and manage applications. It is not limited to a specific department or function, but encompasses the entire enterprise.
ServiceNow Overview
The applications delivered by ServiceNow are divided into four different workflows:
- IT Workflow
- Employee Workflow
- Customer Workflows
- Creator Workflows
ServiceNow Overview
User Interface & Navigation
There are three ways to interact with the now platform. What are they?
The three Now Platform interfaces are:
- Next Experience Unified Navigation
- Now Mobile App
- Service Portal
ServiceNow Overview
User Interface & Navigation
ServiceNow Architecture consists of:
- Application Platform As A Service (APaaS)
- Single Data Model
- Multi-Instance
- High Availability Architecture Data Centers
- Frequent Back Ups (weekly) and 6 days of differential backups
ServiceNow Overview
What is Domain separation?
also called multi-tenancy—allows you to separate data, processes, and administrative tasks on an instance into logical groupings, called domains. You can then control several aspects of this separation, including which users can see and access data.
ServiceNow Overview
One key differentiator of the the Now Platform.
Multi-instance architecture
ServiceNow Overview
User Interface & Navigation
What does the (HI) abbreviation stand for in the Now Support.
Now Support (HI) stands for “hosted instance”. Now Support manages all ServiceNow hosted instances including upgrades.
Reference: ServiceNow - Now Support (HI)
ServiceNow Overview
The primary way to interact with the applications and information in a ServiceNow instance is?
Next Experience Unified Navigation
ServiceNow Overview
What are some notable features in the Next experience Unified Navigation:
Landing pages and navigation menus designed with tabs for all applications/modules, favorites, history, and workspaces.
ServiceNow Overview
User Interface & Navigation
What the Contextual app pill do?
Provides the context for where you are in the instance and enables you to favorite the current item.
ServiceNow Overview
User Interface & Navigation
ServiceNow offers two, persona-focused Mobile apps:
- ServiceNow Mobile Agent
- Now Mobile
ServiceNow Overview
When using the ServiceNow Mobile app, what role is it targeted for?
The ServiceNow Mobile Agent app is targeted to the role of fulfiller. It supports the needs of those fulfilling requests for products and services across the enterprise.
ServiceNow Overview
When using the Now Mobile app, what role is it targeted for?
The Now Mobile app is targeted to the needs of an employee. It includes functionality such as reporting broken items and finding available conference rooms.
ServiceNow Overview
Top 10 reasons to use ServiceNow Mobile apps:
- Persona-focused for intuitive use
- Mobile first and completely native, using the device’s built-in features
- Codeless and rapid development of new applets
- Ability to submit, view, and update requests, issues, and tasks
- Global search to find people, service and items, and articles
- Offline access with Mobile Agent to enable fulfillers to complete work while not connected
- Push notifications for access to important information instantly
- Access to Virtual Agent and knowledge articles
- Role-based access to customized information
- Manageable from an MDM (mobile device management) or an MAM (mobile application management)
ServiceNow Overview
The Service Portal provides a user-friendly self-service experience providing access to specific features, using widgets. Users are able to:
- Search for articles, catalog items, records
- Submit requests
- Browse the corporate news feed
ServiceNow Overview
How can The Service Portal homepage can be accessed
By navigating to https://.service-now.com/sp.
ServiceNow Overview
The Now Platform utilizes role-based access to ensure people have the information and workflows they need to fulfill their roles. Name the 4 Components:
- User
- Group
- Role
- Base Systems roles
ServiceNow Overview
The Now Platform utilizes role-based access they are divided into 4 Components; 1. User 2. Group, 3. Role, 4. Base system roles. Define USER
A user is an individual that has been granted access to your ServiceNow instance.
ServiceNow Overview
The Now Platform utilizes role-based access they are divided into 4 Components; 1. User 2. Group, 3. Role, 4. Base system roles. Define GROUP
A group is a set of users who share a common purpose.
Members of groups perform similar tasks or need access to similar information for various purposes, such as approving change requests, resolving incidents, receiving email notifications, or administering the Service Catalog. Users working in ServiceNow are typically assigned to one or more groups.
ServiceNow Overview
The Now Platform utilizes role-based access they are divided into 4 Components; 1. User 2. Group, 3. Role, 4. Base system roles. Define ROLE
A role is a collection of permissions in the Now Platform used to:
- Grant access to applications and other parts of the platform, and
- Assign security rights.
- in the context of the Now Platform, the word “role” defines your capabilities in the application.
ServiceNow Overview
The Now Platform utilizes role-based access they are divided into 4 Components; 1. User 2. Group, 3. Role, 4. Base system roles. Define BASE SYSTEM ROLES
Administrators can assign one or more base system user roles to grant access to base system platform features and applications.
Note: You cannot rename roles of any kind in the Now Platform.
The following are many roles included in the base ServiceNow system with a new instance
for example:
System Administrator (admin): Grant this privilege carefully.
Approvers (approver_user):
ITIL (itil):
ServiceNow Overview
Assigned role-based access is a collection of permissions has been defined as a role, it can be assigned to a group or user. All groups or users assigned to that role are granted the access allowed by the role permissions. What should you keep in mind?
GOOD PRACTICE: Rather than assigning roles to individual users, add the users to a group and assign the role to the group. This method of role assignment simplifies maintenance when responsibilities within the organization change. A user can be removed from one group and added to a new group, inheriting all the permissions needed to the perform their new duties.
ServiceNow Overview
What are self-service users?
Users without any assigned role permissions can still log in to ServiceNow and access common actions, such as viewing a homepage, accessing the Service Catalog, viewing knowledge articles, and taking surveys. These are often referred to as self-service users.
ServiceNow Overview
The Now Platform can support many different methods of user authentication. What are six (6) examples?
1.Local database
Authenticates the user name and password stored in their corresponding user record in the ServiceNow instance
2. External Single Sign-on (SSO)
Authenticates the user name and password configured in identity providers that have a matching user account in the ServiceNow instance
3. LDAP
Authenticates the user name and password in their LDAP (Lightweight Directory Access Protocol) account that has a matching user account in the ServiceNow instance
4. OAuth 2.0
Authenticates the user name and password of OAuth identity provider that has a matching user account in the ServiceNow instance
5. Digest Token
Authenticates an encrypted digest of the username and password stored in the user rec
6. Multi-factor
Authenticates the user name and password in the ServiceNow instance and sends a passcode to the user’s mobile devicewhere an authenticator supporting Time-based One-time Password (TOTP) is installed, such as Google Authenticator
ServiceNow Overview
When you successfully log in to ServiceNow, you will see what page (First-Time Entry Point)
The Next Experience Unified Navigation page.
ServiceNow Overview
Which is the primary way to interact with the applications and data in a ServiceNow instance?
Through the Next Experience Unified Navigation
“The primary way to interact with applications and data in a ServiceNow instance is through the Next Experience Unified Navigation”
ServiceNow Overview
A role is a:
A role is a collection of permissions.
ServiceNow Overview
A group is a:
A group is a set of users who share a common purpose.
ServiceNow Overview
The Now Platform is an example of which cloud computing model?
The Now Platform is an Application Platform-as-a-Service (aPaas).
ServiceNow Overview
Name 3 work flow types does the Now Platform provide?
The Now Platform provides
- Information Technology (IT),
- Employee
- Customer workflows.
Note: and Creator Workflows
ServiceNow Overview
If you want to find and navigate to a specific record quickly. where do you go?
Go to Global search and just search for the record number. You’ll be directed to the form automatically with the record displayed.
ServiceNow Overview
When logging in for the first time on your Next Experience instance, an onboarding component is available to help get you acquainted. What do you select?
You can select the Check it out button to launch a tour.
–Then, close the Onboarding component once you are comfortable navigating around the platform. But it is important to note, once the component IS closed, you will have to ask your System Administrator to re-activate it for you.–
ServiceNow Overview
Name The Next Experience Unified Navigation four distinct zones:
- The logo,
- Navigation menus,
- The Contextual app pill
- and utilities.
ServiceNow Overview
The All menu displays:
the applications and modules available to the logged-in user, determined by role.
Lists and Filters
You can expand and collapse applications, what could you use to quickly locate menu items?
The Filter navigator
Lists and Filters
If you find yourself frequently visiting the same page, what 3 things you can click to reference this page?
Click the star to its right to make it a favorite
from the header menu, click additional actions menus and click create favorite
from a list drag the record number to the favorites navigator
Lists and Filters
How do would you access the the pages you clicked the stars to make them a favorite?
The Favorites menu
Lists and Filters
You were previously on a page looking at a record. But you forgot what page it was. What can you do?
Use the History tab to return to recently-visited pages.
Lists and Filters
You have access to multiple workspaces how do you access the other workspaces?
Click the Workspaces tab to easily locate the workspaces you have access to. If you do not have access to at least one workspace, this tab will not appear
Lists and Filters
You just logged into your instance for the first time and you search for an application or module and return ZERO results. What else can you do to make applications and modules easily accessible?
You can PIN any of the menu tabs if you would like it to remain visible on the left side of your instance. UNPIN it to collapse the menu and give you more work space.
Lists and Filters
Where can you look to show you where you are in the instance?
The Contextual app pill
The Contextual app pill shows you where you are in the instance. Notice when you navigate to another place in the instance, the name changes. The Contextual app pill’s star icon is another way to make the current item a favorite.
Lists and Filters
You are in Apodcalypse3 Pod and new to the Next Experience Unified Navigation page. You have like thousand of tabs open. How do you find your way home?
The logo can be selected any time to return you to the landing page
Lists and Filters
This Unified Navigation feature provides the ability to search keywords across the entire instance. If many results are returned, quick links provide the number of matches for each record type. These links will also help you navigate to relevant sections quickly. You can also search for specific records by number and open them from the results list. What feature is this called?
Global Search
Lists and Filters
You have been studying for the CSA exam for 8 weeks and your brain is fried ad you can’t remember how to do something. Where can you search for information to assist?
Use Help to access on-demand help when you need it
ServiceNow Overview
You need to review updates and messages from your instance, where do you go?
Click the Notifications icon
ServiceNow Overview
How do you personalize your instance
-You can use the User menu to personalize your instance and set your preferences. If your profile contains your image, it will display here. If not, your initials will be shown instead.
The Profile menu item displays your profile details when it’s selected. The Preferences menu provides access to the settings the logged-in user can use to set their personal instance preferences. These settings can be personalized in each of these categories, without affecting other users.
We can also use the User menu to log out.
ServiceNow Overview
What items are in the Banner Frame?
Contextual App Pill
Global Search
Help Icon
User Menu
ServiceNow Overview
What items are in the All Menus
Favorites
Navigation Filter
History
All (Applications and modules)