This course develops the foundational knowledge and practical skills needed to configure, administer, and maintain the ServiceNow platform. Participants explore platform navigation, instance configuration, application collaboration, self-service, automation, database management, security, and configuration migration.
The proposed five-day duration accommodates foundational learning, configuration activities, and an integrated capstone.
Duration 5 Days – 35 hrs.
Objectives
- Navigate the ServiceNow platform and identify its core capabilities and interfaces.
- Configure instance settings, applications, and plugins.
- Customize lists, forms, templates, and task management features.
- Create reports, visualizations, dashboards, and notifications.
- Configure knowledge management and service catalog offerings.
- Build basic automated processes using Workflow Studio.
- Explain Virtual Agent capabilities and common use cases.
- Manage tables, fields, relationships, and imported data.
- Administer users, groups, roles, and access controls.
- Explain CMDB, CSDM, and platform security fundamentals.
- Apply UI policies and basic business rules.
- Manage configuration changes using update sets.
Target Audience
- Aspiring ServiceNow system administrators.
- IT support and service desk professionals.
- Application administrators and platform support personnel.
- IT service management practitioners.
- Technical consultants and implementation team members.
- Business analysts involved in ServiceNow configuration.
- Professionals preparing for the ServiceNow CSA certification.
Prerequisites
- Basic computer skills and familiarity with web-based applications.
- Foundational understanding of IT services and service desk processes.
- Basic knowledge of database concepts, including tables, records, and fields.
- Familiarity with ServiceNow navigation, preferably through the Welcome to ServiceNow course.
- Access to a ServiceNow training instance with appropriate administrative permissions.
- Prior programming experience is not required; basic JavaScript familiarity is helpful.
- For certification preparation, ServiceNow recommends three to six months of experience using or maintaining a ServiceNow instance, alongside its recommended training. This experience is separate from the entry requirements for this proposed course.
Course Outline
Day 1: Platform Foundations and Instance Configuration
Module 1: ServiceNow Platform Overview
- Platform purpose, capabilities, and services.
- ServiceNow instances and environments.
- Applications, modules, and application scope.
- Core platform terminology.
Module 2: Platform Navigation and User Interfaces
- Next Experience Unified Navigation.
- Application navigation and search.
- User preferences, favorites, and history.
- Common interfaces, workspaces, and self-service experiences.
Module 3: Instance Configuration
- Administrative settings and system properties.
- Instance personalization and customization.
- Application and plugin installation concepts.
- Configuration dependencies and administrative responsibilities.
Day 2: Application Configuration and Collaboration
Module 4: Lists, Filters, and Forms
- List anatomy and configuration.
- Filters, conditions, tags, and record searches.
- Form layouts, sections, and related lists.
- Field configuration, form templates, and saving options.
- Advanced form configuration fundamentals.
Module 5: Task Management and Collaboration
- Task records and assignment.
- Users, assignment groups, priorities, and states.
- Activity streams, comments, and work notes.
- Visual Task Boards.
Module 6: Reporting, Dashboards, and Notifications
- Reports and visualizations.
- Platform Analytics fundamentals.
- Dashboard configuration and sharing.
- Notification conditions, recipients, and content.
- Events and notification behavior.
Day 3: Database Management and Platform Security
Module 7: Data Structure and Database Administration
- Tables, records, fields, and dictionary entries.
- Table inheritance and reference fields.
- Relationships and schema maps.
- Data consistency and administrative controls.
Module 8: Data Import and Configuration Management
- Data sources and import sets.
- Transform maps and field mapping.
- Coalescing and duplicate prevention.
- Import errors and data quality.
- Configuration Management Database fundamentals.
- Configuration items and relationships.
- Common Service Data Model fundamentals.
Module 9: User Administration and Platform Security
- User, group, and role administration.
- Role inheritance and access implications.
- Access control rules and permissions.
- Impersonation and access troubleshooting.
- Security Center fundamentals.
- Shared responsibility model and secure configuration.
Day 4: Self-Service and Automation
Module 10: Knowledge Management
- Knowledge bases and article organization.
- Knowledge access and user criteria.
- Article creation, publication, and retirement.
- Knowledge ownership and maintenance.
Module 11: Service Catalog Administration
- Catalogs, categories, and catalog items.
- Variables and variable sets.
- Record producers and order guides.
- Requests, requested items, and catalog tasks.
- Catalog access and user criteria.
Module 12: Workflow Studio and Virtual Agent
- Workflow Studio navigation and automation concepts.
- Triggers, actions, conditions, and flow logic.
- Approvals and fulfillment tasks.
- Flow execution monitoring and troubleshooting.
- Virtual Agent capabilities, topics, and self-service use cases.
Day 5: Platform Behavior, Configuration Migration, and Capstone
Module 13: UI Policies, Business Rules, and Scripting Fundamentals
- Client-side and server-side behavior.
- UI policies and UI policy actions.
- Business rule purpose, conditions, and execution.
- JavaScript and ServiceNow scripting concepts.
- Selecting declarative configuration or scripting.
Module 14: Update Sets and Integration Fundamentals
- Update set creation and configuration capture.
- Update set retrieval, preview, and commit.
- Collision handling and migration troubleshooting.
- Configuration changes versus operational data.
- Integration concepts and common data exchange approaches.
Module 15: Capstone — Configure an Employee Service Request Solution
- Configure support groups, roles, and appropriate access.
- Customize a request-related form and list.
- Import supporting reference data.
- Create a service catalog item with relevant variables.
- Configure approval and fulfillment automation.
- Publish a supporting knowledge article.
- Configure notifications and a request dashboard.
- Apply a UI policy to control form behavior.
- Capture supported configuration changes in an update set.

