From the course: ServiceNow: Basic Administration

Understanding key UI components - Flink Tutorial

From the course: ServiceNow: Basic Administration

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Understanding key UI components

- [Instructor] As an administrator, you'll be spending a lot of time navigating the Service Now user interface. In this video, I introduce you to the three main work areas, their components, and how to quickly master navigation to accomplish tasks such as changing settings, impersonating other users, and modifying user preferences. The banner frame is where the company logo and banner text are displayed. It also shows the name of the logged in user, a magnifying glass for global search, chat bubbles to open up the connect sidebar, a question mark to open up the help and documentation sidebar, and finally, a gear icon to open personalization settings. Clicking the logged in username shows the user menu, where you can view your user profile and any other items that you might have available to your role. Impersonate user is an option that allows you to navigate and access the system as if you were someone else. For example, I can be Abraham Lincoln. This is great for when you need to test a function or debug access and security controls. When you're done impersonating others, you can simply click End Impersonation and start to feel like yourself again. The Elevate Role option allows you to temporarily grant high security for the current user. This is good for when you might need to modify instant security settings such as access control lists and background scripts. Clicking on the magnifying glass allows you to access global search, which allows you to search across the entire platform for specific records, including users, problems, changes, requests, and incidents. Clicking on the gear icon opens up the system settings menu. Here's where user options are stored. You can change everything from view options such as compacting the interface to getting accessibility options, changing themes and colors, how you're notified, and even developer options such as your application scope. The application navigator consists of a search bar and three icons. A filing box to show applications and modules, a star to show favorites, and a clock icon to display your history showing recently accessed items. If you click on the filing box, it shows applications and modules for the logged in user as determined by their role. Each application consists of a series of modules. When an application is clicked, it shows the included modules underneath it. If you click the application again, it collapses those modules. If you quickly wish to collapse or expand all applications, you can double click the filing box icon and everything will be either shown or hidden. By clicking on the favorites icon, you can quickly access frequent applications and modules. To add an item to the favorites menu, simply hover over an application or a module and click the star icon. Favorites can be easily removed from inside the menu by clicking on the minus button next to their name. If you click on the clock, you'll be able to pull up a list of recently accessed items. This allows for a quick navigation to where you may have previously left off, and it's great for pulling up developer documentation or knowledge articles that you may have been referencing. Finally, both applications and modules can be accessed quickly by simply typing a few letters of the module name into the filter navigator and watching the modules return live. In this example, cha helps me very quickly find the change application. When a module is clicked, the content for that module is displayed in the content frame. This is where work is done within the platform and records can be modified, updated, and created. You can minimize the navigator, giving you more space to be productive by clicking the arrow at the bottom of the application navigator. You can then maximize it by using the same arrow or by clicking on any of the navigation icons above.

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