Emergency Self Report › Emergency Response Management › Employee Service Management

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Set up Emergency Self Report

To set up Emergency Self Report, install the application. Then configure user access, a dedicated knowledge base, and system properties.

Parent Topic:Emergency Self Report

Install Emergency Self Report

You can install Emergency Self Report if you have the admin role.

Before you begin

Role required: admin

Type	Instructions
Commercial on-premise	Visit the ServiceNow® Store to download and install the application.
Federal hosted	See the Federal downloads for the Emergency Response Management and Safe Workplace suite apps [KB0030260] article in the Store Help Center for more information.
Federal on-premise	If you are a federal on-premise customer and you would like to install this application, reach out to your sales representative or open a Now Support or HIWAVE ticket. In the ticket, request to be routed to the SHOT team. See the Federal downloads for the Emergency Response Management and Safe Workplace suite apps [KB0030260] article in the Store Help Center for more information.
On-premise	See the Commercial downloads for the Emergency Response Management and Safe Workplace suite apps [KB0030258] article in the Store Help Center for more information.

If you've subscribed to the Safe Workplace suite and you already have some of the apps installed, refer to the following order of installation for the remaining apps.

Emergency Outreach (sn_imt_checkin)
Employee Health Screening (sn_imt_monitoring)
Workplace PPE Inventory Management (sn_imt_ppe)
Employee Readiness Surveys (sn_imt_readiness)
COVID-19 Global Health Data Set (sn_imt_c19datafeed)
Contact Tracing (sn_imt_tracing)
Emergency Self Report (sn_imt_quarantine)
Workplace Core (sn_wsd_core)
Safe Workplace Dashboard (sn_imt_dashboard)
Emergency Response Management for Now Mobile (sn_imt_mobile)
Employee Travel Safety (sn_imt_travel)
Health and Safety Testing (sn_imt_health_test)
Vaccination Status (sn_imt_vaccine)

Procedure

Navigate to System Applications > All Available Applications > All.
Search for Emergency Self Report.
Click Install.

The Application installation dialog box opens.
Load the demo data by selecting the Load demo data check box.

For information about how to install or reinstall demo data after the initial installation, see the Work around to install demo data if application is already installed [KB0722909] article in the Now Support Knowledge Base.
Click Install.
When the installation is complete, click Close.

Result

The Emergency Self Report application is installed on your instance.

Components installed with Emergency Self Report

Several types of components are installed with Emergency Self Report, including tables and user roles.

Note: The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

Demo data is available for this feature.

Roles installed

Role title \[name\]	Description	Contains roles
Self report user \[sn\_imt\_quarantine.crisis\_task\_user\]	Access the Emergency Self Report Dashboard to report health status.	notify\_view
Crisis task users\[sn\_imt\_quarantine.humanResourceTeam\]	View and manage HR tasks, submit updates for other users, and import crisis tasks. Also grant the self report user role.	notify\_view

Tables installed

Table	Description
Crisis Task\[sn\_imt\_quarantine\_crisis\_task\]	Contains all self report crisis tasks, including HR crisis tasks.
Crisis Task Status Log\[sn\_imt\_quarantine\_crisis\_task\_status\_log\]	Contains a history of all reported health statuses for each user. This table is only populated when the sn_imt_quarantine.enable.health.status.log property is set to `true`.
Bulk Import Crisis Tasks\[sn\_imt\_quarantine\_bulk\_load\_crisis\_task\]	The Import Set table for importing reported health statuses from an Excel spreadsheet to create crisis tasks in bulk. When you load data from the Excel file into the application, the imported records are first saved in this import set table. After you run the transform or execute the scheduled import script, the records are copied to the Crisis Task table.

Configure Emergency Self Report

Configure Emergency Self Report to align with your business needs.

Before you begin

Role required: admin

About this task

Complete the following configurations as needed.

Grant app access to the appropriate response team members.
Specify custom system messages to help your users and response team members.
Set system properties to control how you use Emergency Self Report.
Configure user health status choices.
Create a dedicated knowledge base and add it to your Service Portal.

Procedure

Add the default application user roles to appropriate groups.

The application provides the following default roles in the sys_user_role table:
- sn_imt_quarantine.crisis_task_user
  
  Enables group members or individuals to submit a health alert for themselves. Managers can also submit and monitor alerts for their direct reports.
- sn_imt_quarantine.humanResourceTeam
  
  Enables group members, such as HR or Global Security team members, to manage the reported health alerts.
For information about how to assign roles to groups, see Roles.
Navigate to Emergency Self Report > UI Configuration, set the desired message values, and then click Update.

Property name	Description
sn\_imt\_quarantine.crisisSubmitMessage	Configure the message that is displayed to users after they submit a health status. Image omitted: emergency-self-report-message-example.png Sample information message.
sn\_imt\_quarantine.openTasksInfoMessage	Configure a tooltip for managers who are viewing open tasks for their direct reports. Image omitted: emergency-self-report-direct-report-msg.png Message for My direct reports' open tasks.

Navigate to Emergency Self Report > Emergency Self Report Properties, set the desired property values, and then click Update.

Property name	Description
sn\_imt\_quarantine.enable.health.status.log	When this property is set to `true`, a new record is created in the Crisis Task Status Log table \[sn\_imt\_quarantine\_crisis\_task\_status\_log\] every time that a user health status update is submitted. Crisis task records have a Crisis Task Status Logs related list that shows all health status updates for that crisis task. When this property is set to `false`, the Crisis Task Status Log table is not populated.The default value is `false`.
sn\_imt\_quarantine.data.retention.period	Sets the number of days that records are stored in the Crisis Task Status Log table \[sn\_imt\_quarantine\_crisis\_task\_status\_log\] before they are deleted.The default value is 30 days.
sn\_imt\_quarantine.fetchTaskQuery	Determines the data that is visible in the Emergency Self Report dashboard in the My direct reports' open tasks section. The default value is to show only P1 and P2 requests, incidents for the last month, and those assigned to the manager's direct reports: ``` sys_created_on>=javascript:gs.beginningOfLastMonth() ^active=true^assigned_to.managerDYNAMIC90d1921e5f510100a9ad2572f2b477fe ^sys_class_name=incident^ORsys_class_name=sc_task ^ORsys_class_name=sc_request^priorityIN1,2 ```
sn\_imt\_quarantine.healthStatusChangeTaskBehavior	Sets the behavior of crisis tasks for users who update their health status after their most recent crisis task is closed. When the value is `update`, the user’s most recent HR crisis task is reopened and their health status is updated with their new reported status. When the value is `create`, a new HR crisis task is created if an open one doesn’t already exist for the user's newly reported status. The default value is `update`.
sn\_imt\_quarantine.healthStatusesToTriggerTaskReopen	Sets the health statuses that reopen tasks or create new tasks if reported by a user after their most recent crisis task is closed. By default, the statuses that reopen or create new tasks are In quarantine and Reporting symptoms.
sn\_imt\_quarantine.hrGroup	Members of the global response team, who will have access to your team's user records. You can add a role to a group to act as a global response team or you can add the role directly to the users.
sn\_imt\_quarantine.MaxOrgLevelLimit	Number of levels in your organization structure. For example, If you have CEO, VP, Director, Manager, and Individual Contributors, you have five levels in your organization structure.
sn\_imt\_quarantine.outSickDuration	The time frame \(in days\) after which users are safe to return to work if sick.The default value is 20 days.
sn\_imt\_quarantine.quarantineDuration	The time frame \(in days\) after which users are safe to return to work if self-quarantined.The default value is 14 days.

Configure the check-in choices that the user can select.
1. Navigate to System Definition > Choice Lists.
2. Set a search filter with the following conditions:
  - [Table] [is] [sn_imt_quarantine_crisis_task]
  - [Element] [is] [request_type]
    1. Change the label or value for choices in the list, or add new values.
3. Click Update.
Configure knowledge articles about the emergency event.

For example, provide local regulations, organization policies, and how-to information.
1. Create a knowledge base to contain the application's articles.
2. Navigate to Service Portal > Pages.
3. Search for ID self_report_dashboard and click the record.
4. Click the Emergency Self Report - Container 2 link.
5. Under Column 2, click Instance of Simple List.
6. On the Table & Filter tab, name the knowledge base by setting the following filter condition: [Knowledge Base] [is] [<name>].
7. Associate application articles with the application knowledge base.