Playbook for Software Asset Management

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Playbooks provide step-by-step guidance for completing tasks in your daily software management activities.

Overview A playbook takes a workflow and breaks it into multiple lanes. Each lane includes: A list of tasks that you need to perform. Status indicators that display the current state of each task. Check boxes that indicate where you are in the workflow.

As you mark a task complete in a lane, you move to the next task. You can save a task at any point of time and return to the playbook at a later date and time. Once you complete all the tasks in a lane, you can move to the next lane. As you keep completing tasks and lanes, the status keeps getting reflected in the left hand panel. An Activity log on the right hand side of the playbook shows all the data that you have entered for each task. Once you complete all the tasks, you are asked to review the details you entered in all the lanes. You can choose to edit any field or click Finish to complete the process of creating the entitlement.

Playbook layout A playbook is divided into three parts: lanes on the left hand side. work area in the centre. activity log on the right hand side.

Figure 1. Playbook layout

Available playbook You can use the guided walk-through playbook for setting up entitlements. The guided walk-through playbook takes you step by step through each stage of the entitlement creation process, from initiation to completion.

To access the Software Asset Management playbook, you need to install it from the ServiceNow Store and then access the playbook from the landing page on the Software Asset Workspace .

Install Playbook for Software Asset Management You can install the Software Asset Management Playbook (com.sn_sam_playbook) if you have the sam or sam_user role. The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed. Create entitlements using the guided walk-through Use the guided walk-through playbook for a step-by-step process of creating entitlements.

Parent Topic: Using the Software Asset Management workspace