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HAM Step-By-Step Guide (San Diego)

Step-By-Step

HAM Simulator (San Diego)

  1. 1. Create Users

Set up the following users with the appropriate roles:

To configure each user with the proper role

Navigate All>user>System Security>Users>New

Populate the following fields

ADMIN

  • User ID: admin.<your first name>
  • First Name: Admin
  • Last name: <your first name>
  • Email: <user id>@example.com
  • Role(s): admin

Right-click gray banner “Save” to remain in the record. Navigate to related records>Roles tab>Edit

Search the admin role>Select it and send it to the roles list>save.

Now the admin user has the admin role.

Repeat steps to add required roles to all users listed consider using “Insert and Stay” to cut on time. After each role has been granted to each user created Check Validation. If a task does not validate check each user to ensure the proper roles have been given

  1. 2. Validate Plugins – Go through each plugin to make sure they are all installed and activated. Procrument needs to repaired make sure to Load demo data.

Navigate to All>Plugins to locate Plug-ins.

Once Complete>

Check Validation

  1. 3. Opt-in to Ham License Resource Categories

Open each record select Opt-In>Ok

When complete, each item should have a green true in the Opt-in column.

Check Validation

  1. 4. Import Asset Data

All>Import Sets>System Import Sets>Load Data

Label>Customer Asset>Name will auto populate>Choose File>Asset Simulator Asset Data.xls file that was downloaded in step 1>Submit

Create Transform Map

Name table- Hardware Assets target table- asset[alm_asset]

Related Links> Auto Map

Related Records>Fields tab> set coalesce to true for serial number>right click gray banner>Save

Check Validation

  1. 5. Create a new hardware model

All>Hardware Model>New

Populate record with required info listed>Right click gray banner>Save>

Check Validation

  1. 6. Validate Hardware and model normalization

All>Content Service Setup>Opt in

All>Hardware Model> Search Model Number>R835-P81

Open Record Portege R835-P81>Normailization tab check Exclude from content service box

All>Hardware Model Normalization>Overview

Note Normalized/Not Normalized “Hardware Models up for End of Life”

Normalized=94(64.83%) Not normalized =51(35.17%)

Check validation

  1. 7. Publish a model to the hardware catalog

Downlad asset_simulator_t950.jpg

All>Hardware>hardware Models> Search Model Number T950>Open Record

Product Catalog Tab>Insert Picture>upload item downloaded in step 1 of current task>Right-click gray banner and Save

Related Links>Publish to Hardware Catalog>Hardware category>Right-click gray banner>Save

Check Validation

  1. 8. Create a vendor catalog item

All>Vendor>Vendor Items>New

Populate record with required info listed

Check Validation

  1. 9. Import Vendor Catalog Items

Download import set. Open it and change the price column from currency to number to properly import the price data

All>Import sets>System Import Sets>Load Data

Label>Vendor Items>Choose File downloaded in step 1>Submit>Create Transform Map

Name>Vendor Catalog Item>Target Table>Vendor Catalog Item[pc_vendor_cat_item]

AutoMap Matching fields

Related Records>u_product_id coalesce to true> right click gray banner >Save

Check Validation

  1. 10. Order and Source an item

All>Service Catalog>Hardware>T950>order now>open REQ item “Note the number”>Request State>Approved>Right-click gray banner>save

Impersonate Eric.schroeder>

All>service>My approvals>Locate req record open and approve>End Impersonation

All>Procurment>Requests>Open the approved record>Catalog Tasks tab>open Record listed>Source Request>Purchase>Amazon vendor>San Diego Border – Pickup/Dropoff>Submit>Right-click gray banner>Save

Check Validation

  1. 11. Create Stockroom

All>Stockroom>New>populate with detail given

Right-click gray banner save

Check Validation

  1. 12. Create Consumable

Open record made in previous step “Asset Simulator Stockroom”

Related records>Consumable>New>Model Category “Monitor>Model Samsung SyncMaster 22" Class BackLight LED>Qty 20>State In Stock>Right-click gray banner>Save

Check Validation

  1. 13. Consume a consumable

All>Stock>In Stock>Search Manager admin.your first name>Asset Simulator Stockroom>Consumables>Consume>Asset tag P100479 user admin.your first name>Right click gray banner>Save>

Check Validation

  1. 14. Transfer Consumable

Navigate to All>Transfer>Transfer Order>From Stockroom “Asset Simulator Stockroom” To Stockroom “San Diego Border – Pickup/Dropoff”> “Righlt-click banner and Save”

Transfer Order>New>Quantity Requested 9> Right Click Save

Impersonate Inventory user previously created.

Navigate to All>Transfer Order> Open Transfer Order Line>Close Task repeatedly until Short Description reads Deliver then

Check Validation

End impersonation

Important:

Click Close Task.

The system automatically does the following:

  • Moves the transfer order line task created to prepare for shipment to the Closed Complete state.
  • Opens a transfer order line task for shipping the asset. The short description text for this transfer order line task is "Ship" and the state is Open.
  • Moves the transfer order line task created for drop off to the Closed Skipped state.

https://docs.servicenow.com/bundle/sandiego-field-service-management/page/product/planning-and-policy/task/create-transfer-order-line-task.html

  1. 15. Create a Stock Rule

All>Stock Rule> New>

Model> Samsung SyncMaster 22” Class BackLight LED

Stockroom>Asset Simulator Stockroom

Threshold 5

Restocking option>Vendor

Order size>10

Right click banner>Save>

Check Validation

  1. 16. Create Bulk Stock Order

All>Submit Stock Order>Populate with information from simulator>Order Now “Note Order number> Impersonate Eric Schroder

All>Service Catalog> Requests> Open Record>Related Links Fields>Approvals>State>Requested>Open Record>Change state to Approve>Approve Record>Approve Record>Save>End impersonation

Check Validation

  1. 17. Configure Mandatory Fields

All>System UI> UI policy>Search table alm_hardware>Open table. Be sure tables reads “Hardware [alm_hardware]

Related Records>UI Policy Actions>New

In the Field Name field click the drop-down arrow select Asset Tag then Change Mandatory field to True and Submit

Repeat step for Seriel Number and Save

Check Validation

  1. 18. Configure Conditional Mandatory Fields

All>UI Policy>New

Table>alm_hardware>Short description Mandatory policies>Save

Conditions>State is In use>Save

Related Records>UI Policy Actions>New>Assigned to>Mandatory>Save

Repeat step for Location>Save

Check Validation

  1. 19. Create a Contract

All>Contract>Subscriptions>New

Populate fields with information on the simulator>

  • Vendor: ServiceNow
  • Contract Number: SN-001
  • Contract Model: Subscription>
  • Name: Asset Simulator Support
  • Start Date: Current date
  • End Date: 6 Months from Current Date
  • Approver: contract.<first name> account you created
  • Renewal options: 1 year

Save

Impersonate Contract.user created in step 1 of simulator

All>Contract>Subscription>Open contract created in this task>submit for review>Save

Related Records>Approval History>State>Open Requested record> Approve

Check Validation

  1. 20. Extend existing contract

While still impersonating Contract user

All>Contract>Open SN-001 record>Renewal Tab> Renew> renew for 1 year Sumbit>Related Records>State>Open Requested Record>Approve contract

Check Validation

  1. 21. Add Assets to a Contract

All>Contracts>SN-001>Related Records>Assets Covered>Edit>Search P1000551>Add the Apple MacBook to Assets Covered List>Save>Save Record

Check Validation

  1. 22. Create Contract Rate Cards

All>Contracts>SN-001>Related Records>Contract Rate Cards>New>Populate fields with information from the simulator>Save

Check validation

End Impersonation

  1. 23. Configure Depreciation

All>Cost>Depreciation>Open Straight Line SL 10 years record>change 10 to 20 in the script and Name>Save

Check Validation

  1. 24. Create a Fixed Asset

All>Fixed Asset>New

Name Fixed Asset “Asset Simulator Fixed Asset”>Save

Related Records>Covers Assets>Edit>

Search P1000091 Add to Asset Covered List

Search P1000181 Add to Asset Covered List

Search P1000066 Add to Asset Covered List

Save

Check Validation

Congratulation You’ve Complete the HAM Simulator