Whether you are new to the Service Catalog or looking to enhance your understanding, this guide will equip you with the necessary knowledge and empower you to navigate the Service Catalog with ease. So, let’s dive in and explore the various stages of the Service Catalog workflow, ensuring a seamless and efficient experience from start to finish.
Accessing the Service Catalog:
- To commence, start by logging in to your ServiceNow instance using valid credentials.
- Next, navigate to the Service Catalog module, which is typically located in the main menu or homepage.
Browsing Service Catalog Items:
- Take a moment to delve into the vast array of categorized catalog items.
- Once you’ve familiarized yourself with the categories, proceed to click on a category of interest to gain access to the wide range of associated items.
Placing an Order:
- Now, it’s time to make your selection from the abundant options available.
- Carefully review the description and details of the chosen catalog item to ensure it meets your requirements.
- Once you’ve assessed its suitability, confidently click on the “Order Now” button to initiate the ordering process.
To fill in requested information:
- Moving forward, complete all the required fields on the order form.
- Additionally, if there are any relevant documents that need to accompany your order, you may attach them using the designated attachment functionality, as desired.
Reviewing and Submitting the order:
- Before finalizing your order, review the provided information, verifying its accuracy and ensuring its completeness.
- If any modifications or adjustments are required, take the opportunity to make the necessary changes.
- Once you are confident in the accuracy and completeness of the information, proceed to click on the “Submit” button, confidently placing your order.
Tracking the order status:
- After submitting your order, actively monitor its status within the Service Catalog.
- You can easily do so by accessing the dedicated “My Requests” or “Order Status” section, which provides a comprehensive view of all your submitted orders.
- Through this section, you can keep a close eye on the progress of your orders, including approvals, fulfillment progress, and any associated tasks that may be assigned.
- By tracking these important updates, you can ensure a smooth and efficient order fulfillment process.
For approvals and notifications:
- When a requested service catalog item requires approval, the designated approvers will receive notifications promptly, ensuring timely action.
- Approvers, with appropriate permissions can review the approval requests and take appropriate actions based on their assessment.
- Once the approval is granted, requesters will receive notifications, signifying the approval and signaling the initiation of the fulfillment process.
- From there, fulfillment will proceed smoothly, ensuring the timely delivery of the requested service or item.
Automatic self-service fulfillment:
- In cases where a requested item has automated approval configured, the requested service undergoes an expedited provisioning process.
- With this configuration, the system automatically provisions the request without approvals.
Requesting confirmation and closing the order:
- Upon completion of the requested service, you may be requested to provide feedback or confirm your satisfaction with the delivered outcome.
- When no further action is required, you may mark the order as closed, indicating its successful completion and closure.
- By promptly providing feedback or closing the order when appropriate, you contribute to the continuous improvement of services and help maintain an organized and efficient workflow within the Service Catalog.
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