brc servicenow trainingucop.edu/business-resource-center/_files/training...u n i v e r s i t y o f c...
TRANSCRIPT
![Page 1: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/1.jpg)
BRC ServiceNow TrainingSeptember 2017
![Page 2: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/2.jpg)
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Agenda
• What is ServiceNow?• Present vs. Future• Benefits of ServiceNow
• How do I use it?
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ServiceNow
• UCOP ITCS Service Desk managed
• UC Single Sign-on
• Ticketing system
What is it?
![Page 4: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/4.jpg)
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ServiceNow
• Send and track all requests to BRC
• Submit & approve electronically
• Eliminates Dept & BRC logs!
• Status reports
• Storage for documents
• Communication tool (Transparency!!)
What does it do?
![Page 5: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/5.jpg)
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ServiceNow
Initiate
Track
Report
Simply put…
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ServiceNow
Process with ServiceNow
![Page 7: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/7.jpg)
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How do I use it?
https://ucop.service-now.com
Chrome & FireFox work best
UCOP ID & Password
NOTE: You need to log on once to activate your account in ServiceNow.
Your name will not appear as a user/approver until you have logged on for the first time.
![Page 8: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/8.jpg)
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How do I use it?
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How do I use it?
BRC Forms Are Here
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BRC Form Menu
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Forms…
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And more forms…
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Why all the forms???
![Page 14: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/14.jpg)
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Why all the forms??
• Feedback received
• Policy assistance
• Priority setting
• Metrics reporting
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How do I use it?
Let’s take a look!
![Page 16: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/16.jpg)
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How do I use it?
Standard on all forms
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How do I use it?
Standard on all forms
Receives notification
What is it?
What is the UC purpose?
![Page 18: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/18.jpg)
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How do I use it?
Standard on all forms
Auto-Populates
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How do I use it?
Rush!
![Page 20: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/20.jpg)
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How do I use it?
Mandatory v. Non-mandatoryMandatory
Non-Mandatory
![Page 21: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/21.jpg)
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How do I use it?
AttachmentsClick to attach
![Page 22: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/22.jpg)
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How do I use it?
Additional comments or Instructions
![Page 23: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/23.jpg)
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How do I use it?
FAUs & Approvers
Click to add a new FAU distribution
Automatically populates from form
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How do I use it?
FAUs & ApproversSelect FAU
Click
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How do I use it?
Select Account
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How do I use it?
Enter project/source
Optional fields determined by department
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How do I use it?
Enter amount
Enter amount that should be distributed to the FAU selected for this line. • You can distribute the total amount • If you are splitting FAU’s, make sure
the total amount of all lines equals the Total amount listed in the form
![Page 28: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/28.jpg)
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How do I use it?
Approval
Select Choose Approvers to select the approvers for each FAU included in the FAU Distribution
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How do I use it?
ApprovalWhen you click on Choose Approvers, you will be given a drop down with the names of those authorized to approve against the FAU selected
A general rule of thumb is to select the person with the lowest delegated authority, unless your department has other rules around who approvers which transactions.
![Page 30: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/30.jpg)
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How do I use it?
Approval
Click on the Approval attached button if you have scanned and attached a copy of the approval to the request.
![Page 31: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/31.jpg)
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How do I use it?
Submit!
Note that the documents you attached to the request are listed at the top of the request form. This makes it easy for you to double check that your files are attached before submitting your request to the BRC.
![Page 32: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/32.jpg)
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How do I use it?
Submitted!
Your tracking number
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NotificationsTicket open
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Notifications
Approval email
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Notifications
Approval email continued
Click to view in ServiceNow
Click to approve or reject via email
Click send to approve
![Page 36: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/36.jpg)
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Notifications
Updates & questions
Simply reply to the e mail string, and your response will be automatically added to the request in ServiceNow!
The e mail will contain a record of all of the information you originally entered into your request.
![Page 37: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/37.jpg)
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Notifications
Completed
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How do I use it?
Status
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How do I use it?
Status/Searching Requests
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How do I use it?
Status/Searching Requests
![Page 41: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/41.jpg)
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How do I use it?
Status/Searching Requests
The description field allows you to search all of the information you entered into your original request, such as vendor name, request description or anything in the business justification field, etc.
![Page 42: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/42.jpg)
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How do I use it?
Status/Searching Requests
Find out what’s outstanding
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How do I use it?
Status/Searching Requests
• Enter your name• Enter your department code• Click submit
![Page 44: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/44.jpg)
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How do I use it?
Status/Searching Requests
• Enter your name• Enter your department code• Click submit
![Page 45: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/45.jpg)
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How do I use it?
Status/Searching Requests
You will receive the report via e mail in excel format.
![Page 46: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/46.jpg)
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How do I use it?
Status/Searching Requests
You will see all, open requests submitted within your department code, not just those you submitted yourself.
![Page 47: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/47.jpg)
How to Use the Watch List In ServiceNowThis feature allows others to see your requests in ServiceNow
Click on My Open Tickets to view current requests.
![Page 48: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/48.jpg)
How to Use the Watch List - Continued
Click on the RITM number for the request you would like to share
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How to Use the Watch List - Continued
Click on the lock button to “unlock” the request and share it with anyone at UCOP
![Page 50: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/50.jpg)
How to Use the Watch List – Continued
Type the name of the person you want to add into the search screen and select it when it appears.
You can repeat this process to add multiple people to the watch list.
![Page 51: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/51.jpg)
How to Use the Watch List - Continued
Once you’ve added the name/s to the watch list, click “Update” to save the changes.
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How to Use the Watch List - Continued
To view Watch List items, click on the Watched Requested Items menu item
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How to Use the Watch List - ContinuedYour watch list contains the requests you have been added to view.
Click on the RITM number to view the individual request details.
![Page 54: BRC ServiceNow Trainingucop.edu/business-resource-center/_files/training...U N I V E R S I T Y O F C A L I F O R N I A UCOP Business Resource Center 9/2017 ServiceNow • Send and](https://reader036.vdocuments.mx/reader036/viewer/2022071218/604f30d759e1f8447811b9eb/html5/thumbnails/54.jpg)
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ServiceNow
• Need Assistance?
Contact any member of the BRC! We are all knowledgeable on how to submit items through ServiceNow!!
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