Operational data
Configure departments, locations, users, groups, and roles to establish the foundation for your ServiceNow implementation.
Departments
Manage and organize department details. On selecting Departments under Operational data, a list of existing departments shows up. You can modify an existing department by selecting it from the list. Select Add a department to individually add a new department.
Image showing departments
| Field | Description |
|---|---|
| Name | Name of the department |
| Department head | Name of the department head |
| ID | ID of the department |
| Primary contact | Primary contact of the department |
| Description | Optional description of the department |
You also have an option of Bulk upload to add more than one departments from an excel. If you select Bulk upload from the dropdown menu, you get the option of creating the Excel template and uploading the sheet where the department records are saved.
Select Save to save the recent department settings and redirect you to the list of existing departments. Select Save & add more to save the current department settings and reloads the Add a department form.
Locations
Store your address and contact details for all locations. On selecting Locations under Operational data, a list of existing locations shows up. You can modify an existing location by selecting it from the list. Select Add a location to individually add a new location.
Image showing locations
| Field | Description |
|---|---|
| Name | Name of the location |
| Contact | Contact information of the location |
| Street | Street name or number of the location |
| Phone | Contact number of the location |
| Fax phone | Fax contact number of the location |
| City | Name of the city of the location |
| State/Province | Name of the state or province of the location |
| Parent | Define parent location to manage multi-level location definition. |
| Zip/Postal Code | Zip or postal code of the location |
| Latitude | Exact latitude geo location |
| Longitude | Exact longitude geo location |
| Country | Name of the country of the location |
Note: The fields that are marked with asterisks are mandatory.
You also have an option of Bulk upload to add more than one location from an excel sheet. If you select Bulk upload from the dropdown menu, you get the option of creating the Excel template and uploading the sheet where the location records are saved.
Select Save to save the recent location details and redirect you to the list of existing locations. Select Save & add more to save the current location details and reloads the Add a location form.
Users
Add and manage users with job titles, then assign groups for simplified access control. On selecting Users under Operational data, a list of existing users shows up. You can modify an existing user by selecting it from the list. Select Add a user to individually add a new user.
If you select the checkmark next to an existing user, the Assign roles option is enabled. The Assign roles & users modal shows up on the right panel.
Image showing users
You also have an option of Bulk upload to add more than one user from an excel. If you select Bulk upload from the dropdown menu, you get the option of creating the Excel template and uploading the sheet where the user records are saved.
Select Save to save the recent user details and redirect you to the list of existing users. Select Save & add more to save the current user details and reloads the Add a user form.
Groups
Use Groups to organize users and assign roles. On selecting Groups under Operational data, a list of existing groups shows up. You can modify an existing group by selecting it from the list. Select Add a group to individually add a new group.
You also have an option of **Bulk upload** to add more than one group from an excel. If you select **Bulk upload** from the dropdown menu, you get the option of creating the Excel template and uploading the sheet where the group records are saved.
Select Save to save the recent user details and redirect you to the list of existing groups. Select Save & add more to save the current group details and reloads the Add a group form.
Roles assignment
Define roles for users and groups to control access permissions, leveraging smart defaults. On selecting Roles assignment under Operational data, a list of existing roles shows up.
**Note:** You can't modify the details of any existing role nor can you create a new role.
Parent Topic:Platform module configuration in Setup Hub