Service Management Team Outlook 1. New light User Interface for incidents and for Requests • Deployed in Production on 18/06/2013: Review all fields included in the layouts Ensure a generic use of the ticket layout without excluding special fields used by several groups Ease the navigation Review of the request process Ensure all processes implemented and agreements with users are respected 2. Calendar functionality for best effort and piquet • Deployed in Production on 18/06/2013: Embed a fast, generic and user-friendly calendar infrastructure accessible from the common ticketing system of ServiceNow 05/07/2013 New Features in ServiceNow 3 st 1 • topic Presentation of the new light User Interface: Incidents layout Current layout: the default view • Many specific groups information visible for all supporters • Ticket information mixed with communications • 05/07/2013 New implementations requiring extra fields that forces a reordering of the current layout New Features in ServiceNow 5 Getting Started: accessing the new UI • • Accessible from a specific view called: “Tabs view” Available from the ServiceNow tool: • • • Open any existing incident Right click the top bar or hover over the arrow • • • https://cern.service-now.com View Tabs view Same operation for requests Old view = “Default view” 05/07/2013 New Features in ServiceNow 6 Getting started: a look at the new layout 1. Basic variable zone Fundamental ticket information maintained in the fixed layout Related information grouped in tabs Related links maintained at the end of the ticket as before 05/07/2013 New Features in ServiceNow 1. Tabs area and specific variables 2. Buttons & links 7 1. Basic variable zone: fields layout 1 4 5 2 6 Field displayed if related child tickets 0 1. 2. 3. Who: caller From: SE, FE, assignment group and supporter What: Location, short description and description 05/07/2013 4. 5. 6. 3 Ticket number, SLA due Updated (when) and by (role) Visibility and status New Features in ServiceNow 8 2. Tabs area including specific variables Common tabs layout available at all tickets to group specific variables • • Default tab: Caller communication Dynamic tab: Record Producer Displayed only if the ticket is created from a Record Producer 05/07/2013 New Features in ServiceNow 9 The tabs (1): Record Producer (RP) • If the ticket is created from a RP the (specific) associated variables are included in a separated tab • Variables copied back into standard ticket variables are NOT displayed 05/07/2013 New Features in ServiceNow 10 The tabs (2): caller communication • Communications commonly received/managed by the caller • • • Notification tick box Watch list Messages to and from the caller 05/07/2013 New Features in ServiceNow 11 The tabs (2): caller communication (cont.) Field displayed when Caller = Guest If “related child incidents” is displayed 05/07/2013 New Features in ServiceNow 12 The tabs (3): internal communication • • Summary of the work notes “Remarks” field: free (reportable) text • • Requested for ITCM and available for all tickets Same meaning as for “Change Management” process: mark the ticket 05/07/2013 New Features in ServiceNow 13 The tabs (4): related tickets • • • Master ticket reference Conversion from and to Children list if child ticket field 05/07/2013 New Features in ServiceNow 14 The tabs (4): related tickets (cont.) • For ITCM tickets • • Associated vendor tickets Associated Event ticket 05/07/2013 New Features in ServiceNow 15 The tabs (5): Log • • • • Questions (if any) Created from a RP Report Type Number of items Time work records and registration 05/07/2013 New Features in ServiceNow 16 The tabs (6): CI and Third Party • Third party for INFOR • Configuration item and CI list displayed if exists • Specific case for GGUS: number and GGUS URL 05/07/2013 New Features in ServiceNow 17 The tabs (6): CI and Third Party: ITCM • • Main CI List of associated CIs list displayed if CI available 05/07/2013 New Features in ServiceNow 18 The tabs (7): SLA • • • Impact & Urgency (editable) Priority (result) Service Offering • Schedule and SLA parameters for the defined SE in the ticket 05/07/2013 New Features in ServiceNow 19 The tabs (8):Activity • • Activity log in chronological order Filters editable below 05/07/2013 New Features in ServiceNow 20 st 1 • topic Presentation of the new light User Interface: Requests layout Requests layout • • Identical to Incidents Reduced workflow • • “Go to fulfillment” step has been eliminated • Tickets going through the old workflow still have both: “Go to fulfillment” step AND the workflow stage bar Specific Request variables inserted in the corresponding tabs • Additional tab: “Approvals” 05/07/2013 New Features in ServiceNow 22 The tabs (7): SLA • Delivery field for requests • • • As soon as possible Default value Fixed Date and time mandatory Flexible Start Date&time + end Date&time mandatory 05/07/2013 New Features in ServiceNow 23 The tabs (9): Approvals • • Approval type (anyone/everyone) Approval records 05/07/2013 New Features in ServiceNow 24 nd 2 • topic Presentation of the Calendars facility in ServiceNow Outlook • The Best effort and Piquet Calendars are available for all ITIL users (supporters) from the ServiceNow tool • Supporters can declare their availability on an individual basis • No synchronization with EDH nor effect on the ticket workflow • No tickets assignment based on the calendars information 1st: User 2nd: Calendars type Best Effort 3rd: Functional Elements FE(s) 05/07/2013 Granularity levels of calendars definition Piquet FE(s) New Features in ServiceNow 26 Getting started: Navigation Panel 1 3 2 1. Application called: “Best effort and Piquet” reachable from the left hand main menu of the tool 2. Access to the calendars module 3. Access to the list of all calendars declared for the log-in person 05/07/2013 New Features in ServiceNow 27 Creating a new calendar: Intro 3 1 2 4 5 1. 2. 3. 4. 5. Access to the calendars module List of all calendars already defined for the log-in person Creation of new calendars Tick boxes associated to each calendar for selection purposes List of actions associated to the selected calendars in action 4: – Delete log-in person can delete own selected calendars 05/07/2013 New Features in ServiceNow 28 Creating a new calendar: Fields Calendar owner 3 1 4 2 5 6 1. 2. 3. Calendar type: Best Effort (default value) or Piquet 2nd level Declaration of FEs for the current calendar 3rd level The user allows the usage of the mobile phone – Tick box selected in default of the CERN phone exists – If there is no CERN mobile phone OR the user unselects it, the field “Phone” becomes mandatory 4. Phone field (Mandatory). At least one phone number has to be included Personal phone. Visualization restricted to: CC operators and department leader Free description field 5. 6. ( 05/07/2013 New Features in ServiceNow 29 FE selection and periods display 1. 1 2 • • 2. The padlock icon close to the Functional Element field displays this menu The magnifier gives access to the list of FEs the supporter belongs to as supporter and/or FE manager Several FEs can be selected per calendar assuming the same availability Creation of multiple calendars for the same FE and for the same calendar type is not allowed 3 3. Once the calendar has been saved the periods are displayed for selection purposes 05/07/2013 New Features in ServiceNow 30 Declaring availability periods 1 2 Out-of-the-box variables 1. Date and time to which the schedule entry applies. If the schedule entry applies to a full 24-hour day, select the All day check box. – Several periods can be defined for the same calendar in order to cover different schedules during the same day 2. Repetition interval for the schedule entry, if any 05/07/2013 New Features in ServiceNow 31 Calendars visualization Once the periods have been declared, the full calendar can be displayed clicking on the “Show Calendar” link available from the calendar form 05/07/2013 New Features in ServiceNow 32 Calendars visualization (cont.) • Modification of the calendar from this view available • Use the mouse to select a specific period and declare new schedules • Click on a certain existing schedule to move it across the existing calendar 05/07/2013 New Features in ServiceNow 33 Accessing all existing calendars • Application of filters based on: 1. Calendars type: Best effort, piquet, ALL 2. Functional Element of the login person 1 2 05/07/2013 New Features in ServiceNow 34 In the pipeline • • • • Access to the calendars from the FE pages in the tool Calendars visualization for long periods Private phone visualization under discussion Calendars manipulation rights for FE managers To be completed in the next weeks 05/07/2013 New Features in ServiceNow 35