User guide for contact register
Pre-requisites:
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User has the role case worker (technical role name if you need to contact support: x_steas_uh_core.case_worker)
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Logged in user has English as their preferred language
What is the contact register?
The contact register contains contacts that are used for archiving and dispatch. Contacts can be based on an individual or a business.
People who are imported into ServiceNow from IAM have a contact automatically created.
If the case officer cannot find the right contact for dispatch, the case officer can manually create a contact.
Create contact manually
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Log in as a case worker
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Open workspace 'UH Workspace'
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Click the List button on the left side
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Under menu option 'Contacts' there are three menu options
a. Contact person
b. Contact companies
c. Contact departments
d.
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Click on the 'Contact person' menu option to create a contact for a person
a. Click on the button 'New'
b. Fill in required field 'Name'
c. If the person has a user in the system, put this in the 'User' field
d. Click on the button 'Save'
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Click on the 'Contact companies' menu option to create a contact for a business
a. Click on the button 'New'
b. Fill in required fields 'Name'
c. Also fill in the field 'Organization ID' if it is available and the contact is to be used for dispatch
d.
e.
f. Click on the button 'Save'