Servicenow Csm Workflow & Case Management For Beginners

Learn essential workflow & case management skills in ServiceNow CSM

What you'll learn

Master core workflows and case management processes within ServiceNow CSM.

Create, assign, escalate and resolve cases efficiently using structured methods.

Implement role-based assignment rules and work distribution logic for effective case handling.

Configure service level agreements (SLAs) to ensure compliance.

Utilize business rules and scripts for advanced workflow automation.

Design efficient workflows following best practices in ServiceNow CSM.

Monitor and report on cases through dashboards and reports.

Requirements

Basic understanding of ITIL principles

Familiarity with the ServiceNow platform is beneficial but not mandatory

Description

Are you eager to boost your customer service operations by mastering ServiceNow Customer Service Management (CSM)? ServiceNow CSM Workflow & Case Management for Beginners is the perfect course to start your journey, providing a comprehensive understanding of how cases are managed within this powerful platform.This beginner-friendly course walks you through essential workflows and case management processes in ServiceNow CSM. From creating new case records to resolving them efficiently, you'll learn key techniques to enhance your customer service operations. ServiceNow CSM Workflow & Case Management for Beginners equips you with the knowledge to set up cases effectively, assign them appropriately, escalate when necessary, and monitor performance against SLAs. By the end of this course, you'll be proficient in designing efficient workflows using automation tools like business rules and scripts.The curriculum is structured into ten detailed sections that cover every aspect of managing cases within ServiceNow CSM. You'll start with an introduction to CSM, understanding its importance and how it streamlines customer service operations. Dive deeper into setting up case records, configuring fields for optimal data collection, and implementing role-based assignment rules. Learn to escalate cases based on predefined criteria and understand best practices for resolving them quickly.Further sections explore advanced topics such as managing SLAs, automating workflow processes using scripts and business rules, and designing effective workflows. You'll also discover how to monitor case progress through dashboards and generate reports for data analysis. The course concludes with strategies to enhance customer service by leveraging knowledge management features and self-service portals.This course is ideal for beginners who want to gain a solid foundation in ServiceNow CSM without diving into technical implementation details. No prior experience with ServiceNow or coding skills are required; all you need is an interest in improving your organization's customer service operations through efficient case management.By the end of this engaging and informative course, you'll have gained essential skills such as creating cases, assigning them to agents based on their roles, escalating issues when necessary, resolving cases swiftly, configuring SLAs for compliance monitoring, automating workflows with scripts, designing effective workflow processes, setting up dashboards for tracking case progress, generating reports for performance analysis, and utilizing knowledge management features. These skills will enable you to enhance customer satisfaction and streamline your service operations.Join ServiceNow CSM Workflow & Case Management for Beginners today and unlock the potential of ServiceNow CSM in managing cases efficiently!Why Choose This Course?:This course provides a comprehensive introduction to ServiceNow CSM workflows.Gain hands-on experience through practical examples and real-world scenarios.Learn from experienced instructors who provide valuable insights into best practices.Access AI-generated voiceovers and slides for an engaging learning experience.Perfect for beginners looking to enhance their skills in customer service management.

Overview

Section 1: Section 1: Introduction to ServiceNow CSM

Lecture 1 1.1: Overview of ServiceNow Customer Service Management (CSM)

Lecture 2 1.2: Understanding the Importance of Workflows and Case Management

Section 2: Section 2: Setting Up Cases in ServiceNow CSM

Lecture 3 2.1: Creating a New Case Record

Lecture 4 2.2: Configuring Case Fields for Effective Data Collection

Section 3: Section 3: Assigning Cases to Agents

Lecture 5 3.1: Understanding Role-Based Assignment Rules

Lecture 6 3.2: Implementing Work Distribution Logic

Section 4: Section 4: Escalating Cases Within ServiceNow CSM

Lecture 7 4.1: Identifying Conditions for Case Escalation

Lecture 8 4.2: Setting Up Escalation Criteria and Notifications

Section 5: Section 5: Resolving Cases Efficiently

Lecture 9 5.1: Techniques to Expedite Case Resolution

Lecture 10 5.2: Best Practices for Marking a Case as Resolved

Section 6: Section 6: Managing Service Level Agreements (SLAs)

Lecture 11 6.1: Introduction to SLA Concepts in CSM

Lecture 12 6.2: Configuring and Monitoring SLAs for Compliance

Section 7: Section 7: Automating Workflow Processes

Lecture 13 7.1: Utilizing Business Rules for Automation

Lecture 14 7.2: Implementing Scripts for Advanced Automation Needs

Section 8: Section 8: Designing Efficient Workflows

Lecture 15 8.1: Principles of Effective Workflow Design

Lecture 16 8.2: Best Practices for Creating and Optimizing Workflows

Section 9: Section 9: Monitoring and Reporting on Cases

Lecture 17 9.1: Setting Up Dashboards to Track Case Progress

Lecture 18 9.2: Generating Reports to Analyze Case Data

Section 10: Section 10: Enhancing Customer Service Through CSM

Lecture 19 10.1: Utilizing Knowledge Management Features

Lecture 20 10.2: Leveraging Self-Service Portals for Customers

Beginners interested in ServiceNow CSM workflows,Customer service professionals aiming to improve efficiency through automation,IT administrators seeking to optimize case handling processes,Business analysts wanting to understand the flow of work within ServiceNow CSM