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Greg Shields

In this course, you'll learn to configure workflows, customize templates, and add automation to help desk incident management using System Center Service Manager 2016.

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In this course, you'll learn to configure workflows, customize templates, and add automation to help desk incident management using System Center Service Manager 2016.

Every IT organization has a help desk, and every help desk has a need for workflow. When users call in with issues, somebody needs to document their situation. Later on, a different person may fix the issue and in some circumstances, a third person still will need to approve certain changes like software installs and hardware purchases. It's the job of Service Manager, or SCSM, to manage all that back-and-forth communication. That said, right out of the box, SCSM can seem like an overwhelmingly difficult solution to implement and use. SCSM is designed to align with several IT process frameworks like ITIL and MOF. As a result, it offers a lot right up front that you might not necessarily use right at first. This course, Implementing Incident Management with System Center Service Manager 2016 (SCSM), focuses on Incident Management, and how Incident Management sits at the core of SCSM's activities. First, you'll learn how to customize incident templates and workflows to meet your business process needs. Next, you'll explore the role of notifications, so the right people know when their actions are needed. Finally, you'll walk through SCSM's user interfaces, configuring email submission for incidents as well as setting up it's self-service portal. By the end of this course, you'll leave with a head start on constructing request offerings, which provide a way for users to request new things without having to call into the help desk.

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What's inside

Syllabus

Course Overview
Introduction
Design an SCSM 2016 Infrastructure
Configure Incident Management
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Customize Templates and Workflows
Manage Email Notifications and the Self Service Portal
Construct Request Offerings and Service Offerings
Next Steps with Service Manager 2016

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Develops the basic skills needed for service managers
Draws on ITIL and MOF methodologies
Offers extensive built-in features
Requires advisor support for implementation
Focuses on core functions
May be best suited for mid to large-scale businesses

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Implementing Incident Management with System Center Service Manager 2016 (SCSM) with these activities:
Configure basic workflows
Reinforce your understanding of basic workflow configuration before starting the course to ensure you have a solid foundation.
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  • Review the documentation on basic workflow configuration.
  • Set up a test environment and practice configuring basic workflows.
Configure email notifications
Solidify your understanding of configuring email notifications by engaging in practice drills, which will improve your ability to ensure timely communication in SCSM.
Browse courses on Notifications
Show steps
  • Review the documentation on configuring email notifications in SCSM.
  • Set up a test environment and practice configuring email notifications.
Customize incident templates
Enhance your knowledge of customizing incident templates by following guided tutorials to ensure you can effectively tailor templates to your business needs.
Browse courses on Incident Management
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  • Find tutorials on customizing incident templates in SCSM.
  • Follow the tutorials and practice customizing incident templates.
Five other activities
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Show all eight activities
Gather resources on SCSM automation
Expand your knowledge of SCSM automation by gathering resources, which will provide you with a comprehensive understanding of available tools and techniques.
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Show steps
  • Search for articles, tutorials, and documentation on SCSM automation.
  • Organize and review the gathered resources to identify best practices and potential solutions.
Discuss SCSM best practices with peers
Enhance your understanding of SCSM best practices by engaging in peer discussions, which will provide you with valuable insights and perspectives from fellow learners.
Browse courses on Incident Management
Show steps
  • Join or create a study group or online forum for SCSM users.
  • Participate in discussions and share your experiences and knowledge.
  • Learn from the experiences and insights of your peers.
Attend a workshop on SCSM incident management
Deepen your understanding of SCSM incident management by attending a workshop, which will provide you with hands-on experience and insights from industry experts.
Browse courses on Incident Management
Show steps
  • Research and identify upcoming workshops on SCSM incident management.
  • Register for and attend the workshop.
  • Actively participate in the workshop and engage with the instructors.
Implement a new incident management process
Apply your knowledge and skills by implementing a new incident management process in SCSM, which will provide you with practical experience and a deeper understanding of the course concepts.
Browse courses on Incident Management
Show steps
  • Identify a need for a new or improved incident management process.
  • Design and document the new process.
  • Implement the process in SCSM and monitor its effectiveness.
  • Evaluate the results and make necessary adjustments.
Contribute to an open-source SCSM project
Enhance your understanding of SCSM and contribute to the community by participating in an open-source project, which will provide you with real-world experience and exposure to different perspectives.
Browse courses on Open Source
Show steps
  • Find an open-source SCSM project that aligns with your interests.
  • Review the project documentation and identify areas where you can contribute.
  • Make a pull request or contribute in other ways as per the project guidelines.

Career center

Learners who complete Implementing Incident Management with System Center Service Manager 2016 (SCSM) will develop knowledge and skills that may be useful to these careers:
IT Incident Manager
An IT Incident Manager is responsible for managing incidents. They may work in a help desk or a data center. To succeed in this role, you need to be able to configure workflows, customize templates, and add automation to help desk incident management. This course can help you develop these skills and knowledge.
IT Project Manager
An IT Project Manager is responsible for managing IT projects. To succeed in this role, you need to be able to configure workflows, customize templates, and add automation to help desk incident management. This course can help you develop these skills and knowledge.
IT Support Specialist
An IT Support Specialist provides technical support to users. They may work in a help desk or a data center. To succeed in this role, you need to be able to configure workflows, customize templates, and add automation to help desk incident management. This course can help you develop these skills and knowledge.
IT Systems Administrator
An IT Systems Administrator is responsible for managing IT systems. To succeed in this role, you need to be able to configure workflows, customize templates, and add automation to help desk incident management. This course can help you develop these skills and knowledge.
IT Security Analyst
An IT Security Analyst is responsible for protecting IT systems from security threats. To succeed in this role, you need to be able to configure workflows, customize templates, and add automation to help desk incident management. This course can help you develop these skills and knowledge.
IT Risk Manager
An IT Risk Manager is responsible for identifying and managing IT risks. To succeed in this role, you need to be able to configure workflows, customize templates, and add automation to help desk incident management. This course can help you develop these skills and knowledge.
IT Governance Manager
An IT Governance Manager is responsible for developing and implementing IT governance policies. To succeed in this role, you need to be able to configure workflows, customize templates, and add automation to help desk incident management. This course can help you develop these skills and knowledge.
IT Infrastructure Engineer
An IT Infrastructure Engineer is responsible for designing, implementing, and maintaining IT infrastructure. To succeed in this role, you need to be able to configure workflows, customize templates, and add automation to help desk incident management. This course can help you develop these skills and knowledge.
IT Compliance Manager
An IT Compliance Manager is responsible for ensuring that IT systems are compliant with regulations. To succeed in this role, you need to be able to configure workflows, customize templates, and add automation to help desk incident management. This course can help you develop these skills and knowledge.
IT Service Manager
An IT Service Manager is responsible for managing IT services. They may work in a help desk or a data center. To succeed in this role, you need to be able to configure workflows, customize templates, and add automation to help desk incident management. This course can help you develop these skills and knowledge.
IT Service Desk Analyst
An IT Service Desk Analyst provides technical help to end users. They respond to user inquiries, troubleshoot problems, and resolve issues. To succeed in this role, you need to be able to configure workflows, customize templates, and add automation to help desk incident management. This course can help you develop these skills and knowledge.
IT Program Manager
An IT Program Manager is responsible for managing IT programs. To succeed in this role, you need to be able to configure workflows, customize templates, and add automation to help desk incident management. This course can help you develop these skills and knowledge.
IT Help Desk Technician
An IT Help Desk Technician provides technical support to users. They may work in a help desk or a data center. To succeed in this role, you need to be able to configure workflows, customize templates, and add automation to help desk incident management. This course can help you develop these skills and knowledge.
IT Network Administrator
An IT Network Administrator is responsible for managing IT networks. To succeed in this role, you need to be able to configure workflows, customize templates, and add automation to help desk incident management. This course can help you develop these skills and knowledge.
IT Auditor
An IT Auditor is responsible for auditing IT systems for compliance and security. To succeed in this role, you need to be able to configure workflows, customize templates, and add automation to help desk incident management. This course may be useful.

Reading list

We've selected 20 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Implementing Incident Management with System Center Service Manager 2016 (SCSM).
ITIL Service Operation provides a comprehensive overview of the ITIL Service Operation process. It is particularly useful for those who are new to ITIL or for those who want to refresh their knowledge of the framework. is commonly used as a textbook at academic institutions or by industry professionals. It useful reference tool for IT professionals who are involved in the day-to-day operation of IT services.
Good introduction to the ITIL framework, which is used by many organizations to manage their IT services. It provides a good overview of the ITIL processes and how they can be used to improve incident management.
Provides a comprehensive overview of ITIL incident management best practices. It can help you understand the concepts and processes involved in incident management and how to implement them in your organization. This book is particularly useful for those who want to align their incident management practices with ITIL.
Provides a comprehensive overview of incident management in IT operations. It covers the concepts, processes, and tools involved in incident management, and it can help you understand how to implement and manage an effective incident management program.
Provides a comprehensive overview of incident management for IT professionals. It covers the concepts, processes, and tools involved in incident management, and it can help you understand how to implement and manage an effective incident management program.
Provides a comprehensive overview of the ITIL Foundation framework, including incident management. It can help you understand the concepts and processes involved in incident management and how to implement them in your organization.
Provides a good overview of incident management for IT professionals. It covers the basics of incident management, as well as more advanced topics such as incident response and recovery.
The Incident Management Handbook comprehensive guide to incident management for IT professionals. It covers all aspects of incident management, from planning and preparation to response and recovery.
Provides a good introduction to ITSM for those who are new to the field. It covers the basics of ITSM, as well as more advanced topics such as incident management.
Incident Management for IT Operations provides a practical guide to incident management for IT operations teams. It covers all aspects of incident management, from planning and preparation to response and recovery.
Provides a good overview of incident management for small businesses. It covers the basics of incident management, as well as more advanced topics such as incident response and recovery.
Provides a good overview of incident management for healthcare organizations. It covers the challenges of managing incidents in a healthcare setting, as well as best practices for incident management in healthcare.
Provides a good overview of incident management for government organizations. It covers the challenges of managing incidents in a government setting, as well as best practices for incident management in government.
Provides a good overview of incident management for educational institutions. It covers the challenges of managing incidents in an educational setting, as well as best practices for incident management in education.
Incident Management in Complex IT Environments book that provides guidance on how to manage incidents in complex IT environments. It covers all aspects of incident management, from planning and preparation to response and recovery.
Provides a good overview of incident management for religious organizations. It covers the challenges of managing incidents in a religious setting, as well as best practices for incident management in religious organizations.
Incident Management for Government Agencies book that provides guidance on how to manage incidents in government agencies. It covers all aspects of incident management, from planning and preparation to response and recovery.
Incident Management for Educational Institutions book that provides guidance on how to manage incidents in educational institutions. It covers all aspects of incident management, from planning and preparation to response and recovery.

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