Cases in ServiceNow

This article covers how to create a case manually in ServiceNow.

A case is a means of capturing the details of a service, project, transaction, or response to customer requests. As the customer reaches out with a question or issue in need or resolution, a support agent will create a new case. The case assists the agent in tracking all activities, communications, and channels used in resolving the issue. The case remains open, or in-progress, until a resolution has been presented to and accepted by the customer. Additionally, the case may also be closed if the customer fails to take a necessary action (such as accepting or rejecting a proposed solution) within an allotted time period.

With this definition in mind, Managing a case is a natural extension, coordinating the teams, technologies, and tasks across an organization that each play a role in effective case resolution.

Creating a case manually

Roles required: A service desk agent, case coordinator or other IT user can manually trigger cases.

To create a case in ServiceNow UI,

1. Login to the ServiceNow using your credentials
2. From the Home page, search "Case" in the filter navigator in the left pane
3. In the left navigational menu, under Case, click Create New
4. Select the type of case you would like to create
   • Product (Recommended)
   • Order
5. In the case creation form, fill in the mandatory details such as Company, Assignment Group, Short description, and Work notes. Other details include state, impact, priority, and urgency to be provided which are helpful in the later stages in order to reach the incident to the correct support team

6. Click Submit either at top right corner or bottom left corner of your screen
A case is generated along with a Netenrich ID and appears in the case listing page