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Checklist Pro - "Terms Of Use" Capability

Import · Mar 06, 2022 · video

this video illustrates how to use checklist pro's terms of use capability to capture an attestation one of the bread and butter items of servicenow is its ability to capture approvals in a business process but if you're not careful in how you implement your business process you could overuse this convenient feature and find yourself paying for more business stakeholder licenses than you expect thereby eating into your servicenow budget and preventing you from investing in other important features that the platform has to offer as an example consider a mobile device catalog item in workflow most organizations offer a mobile device to some of their employees using these mobile devices typically requires an acceptance of a certain terms of use if the employee receiving the device is making the request you could require their consent to these terms before submitting the request but often these requests are made on behalf of the person receiving the device such as a supervisor requesting for a new employee being on board if the development team unwittingly uses the approval request to capture consent to terms of use in the mobile device workflow this approval will automatically transform the approving user into a business stakeholder with checklist pro there is a built-in terms of use workflow activity that can simply replace the approval activity in the workflow instead of burning a business stakeholder license for a one-time approval the person assigned the terms of use response must review the terms and elect to accept or reject these terms with the workflow in place when a mobile device is requested the person for whom the device receives an email notification instead of being an approval email notification it will be a link to the checklist pro terms of use page for the person can review the terms defined for the requested device can approve or reject checklist pros controls prevent an unauthorized person from accepting or rejecting the terms only the intended person has disability and their choice is preserved as a checklist item response [Music] this person can be a free requester licensed type user and because the approval activity was not used to capture the response a business stakeholder lice is not consumed

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