Navigating the ServiceNow user interface is relatively straightforward once you understand the layout and common elements. Here’s a guide to help you navigate the ServiceNow user interface effectively:
1. Header Bar:
At the top of the screen, you’ll find the header bar, which contains key navigation elements and tools:
– ServiceNow Logo: Clicking the ServiceNow logo typically takes you to the homepage.
– Search Bar: Use the search bar to quickly search for records, applications, or knowledge articles within ServiceNow.
– Application Navigator: The application navigator displays a list of available applications and modules. Click on an application/module name to access its features and functionalities.
– Favorites: You can bookmark frequently used applications or modules as favorites for quick access.
– User Menu: Click on your user name or profile picture to access user-specific options, such as personal settings, preferences, and logout.
2. Application and Module Menus:
Once you select an application from the application navigator, you’ll see the application menu and module menu:
– Application Menu: The application menu appears as a sidebar on the left side of the screen. It displays a list of modules and features specific to the selected application.
– Module Menu: The module menu appears as a sub-menu below the application menu. It provides further navigation options within a specific module, such as Incident, Problem, Change, or Knowledge.
3. Content Pane:
The content pane is the main area of the ServiceNow interface, where you interact with records, forms, lists, and other content. It displays the content relevant to the selected module or feature.
– Lists: Lists display multiple records of a specific type, such as a list of incidents, change requests, or knowledge articles. You can sort, filter, and customize the columns in the list view.
– Forms: Forms display detailed information about a specific record. When you click on a record in a list, it opens in a form view, allowing you to view and modify its details.
– Related Lists: Related lists appear on forms and display records related to the current record. For example, an incident form may include a related list showing the associated tasks or attachments.
4. Buttons and Actions:
Throughout the user interface, you’ll encounter buttons and actions that allow you to perform various operations:
– Create New: Look for options to create new records within the current module or application.
– Update/Edit: Buttons or links to modify or update the details of a record or form.
– Save and Cancel: Use these buttons to save changes made to a record or form, or cancel any unsaved changes.
– Workflow Actions: Depending on the module, you may have workflow-specific actions available, such as submitting, approving, or rejecting a request.
5. Notifications and Alerts:
ServiceNow provides notifications and alerts to keep you informed about system events, updates, or actions related to your work. Look for indicators, pop-up notifications, or notification icons to stay updated.
Remember that the user interface may vary slightly depending on your ServiceNow instance’s configuration, customizations, and role-based permissions. However, these general guidelines should help you navigate and explore the key elements of the ServiceNow user interface effectively.
