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ServiceNow Fundamentals

Learn the basics of the ServiceNow platform with this introductory course.

GK# 821227

Course Overview

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During ServiceNow Fundamentals, participants learn about many topics and interact with various applications by navigating the platform and applying their newly acquired knowledge.

Course Format:

ServiceNow Fundamentals is a three-day course taught both as Instructor-Led Training (ILT) and Virtual Instructor-Led Training (VILT) in time zones throughout the world.

Extensive hands-on exercises are included with each course module to reinforce the lecture concepts and provide practical experience. Exercises are performed in a personal dedicated training instance.

Several instructor-led group activities such as knowledge checks, concept reviews, and open discussions are embedded throughout the course flow. Participants are able to validate their newly acquired knowledge as well as benefit from real life business scenarios shared by fellow students.

Schedule

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What You'll Learn

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A combination of lecture content and labs in the ServiceNow Fundamentals course will summarize fundamental platform features by:

  • Describing the ServiceNow user interface,
  • Providing a summary of the database schema,
  • Demonstrating uses for commonly accessed applications, and
  • Introducing advanced functionality, such as scripting and application development

Outline

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Classroom Live Outline

Module 1: User Interface & Navigation

Objectives:

  • Demonstrate how to navigate to applications and modules in ServiceNow using the Application and Filter Navigators Create views and filters for a table list
  • Update records using inline editing
  • Configure a form view using Form Layout and Form Designer
  • Describe how to create and update records in a form view
  • Understand how to modify the colors in an instance for the logged-in user as well as for users in the instance

Labs:

  • Lab 1.1 – Navigate the platform utilizing the Application Navigator
  • Lab 1.2 – Configure a list view and create a shareable list filter
  • Lab 1.3 – Configure a form view and update records
  • Lab 1.4 – Use the Basic Configuration UI16 module to apply branding to the platform

Module 2: Collaboration

Objectives:

  • Explain how to access the service portal for the instance
  • Understand how to submit an incident through the service portal
  • Discuss when the My Work and My Groups Work modules should be used
  • Demonstrate how to use work notes, additional comments, and connect chat to collaborate on a task
  • Describe the differences between events and notifications
  • Create a reporter by modifying an existing report using the Report Designer
  • Share a report with a group

Labs:

  • Lab 2.1 – Practice group task management by using form work notes and chat
  • Lab 2.2 – Create, test, and verify a notification
  • Lab 2.3 – Create a simple report and share it with a group of users

Module 3: Database Administration

Objectives:

  • Explain the hierarchy of tables, records, and fields
  • Differentiate the classes of tables in ServiceNow
  • Identify different field types in a record
  • Demonstrate how to create access control rules
  • Discuss how access controls are evaluated
  • Explain how to use import sets to populate data in a table
  • Describe the purpose of the CMDB
  • Create a new CI class in the CMDB along with relationships to other CIs

Labs:

  • Lab 3.1 – Create a new table with accompanying lists and forms
  • Lab 3.2 – Practice restricting access to data by defining security controls
  • Lab 3.3 – Populate a table with data records using Import Sets
  • Lab 3.4 – Establish relationships in the configuration management database

Module 4: Self-Service & Process Automation

Objectives:

  • Create a Knowledge Base article by importing a Word document
  • Explain how to locate and approve knowledge base articles
  • Define, apply, and test user criteria on the knowledge base
  • Demonstrate how to create a catalog item with variables
  • Use the Try It functionality to test catalog item ordering
  • Create a Flow Designer Flow and associate it with a service catalog item
  • Test the flow by ordering a catalog item

Labs:

  • Lab 4.1 – Import knowledge content and practice publishing an article
  • Lab 4.2 – Create a catalog item
  • Lab 4.3 – Create a Flow and associate it to the catalog request process, then test it

Module 5: Introduction to Development

Objectives:

  • Demonstrate how to create a UI Policy and UI Policy Action to make a field read-only, mandatory, or visible
  • Explain how a business rule can be used to display messages to the user
  • Understand which changes are captured in Update Sets
  • Create an update set to capture form changes
  • Outline the process of completing and exporting an update set
  • Identify the steps to retrieve, preview, and commit an update set

Labs:

  • Lab 5.1 – Practice implementing various script types
  • Lab 5.2 – Work with update sets to capture configuration changes
  • Lab 5.3 – Register a developer instance and work with Update Sets

Module 6: Capstone Project

Objectives:

Reinforce various topics presented in ServiceNow Fundamentals

Who Should Attend

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This course is designed for all Customer and Partner users, and ServiceNow Employees in technical roles such as Technical Consultant, Architect, and System Administrator, who are expected to work within the ServiceNow platform.

Course Delivery

This course is available in the following formats:

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 3 day

Virtual Classroom Live

Experience expert-led online training from the convenience of your home, office or anywhere with an internet connection.

Duration: 3 day

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