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

Request Access to Expertise Initiative

Use the Access to Expertise Initiative to connect to ServiceNow subject matter experts via personalized virtual coaching sessions.

Before you begin

Role required: Impact admin or Impact platform owner

Procedure

  1. Navigate to Impact > Initiatives & Accelerators > General Initiatives > Access to Expertise.

  2. On the Set up Initiative form, fill in the fields.

    FieldDescription
    Initiative titleTopic title
    Start dateRequested start date
    When do you need this by?Preferred resolution date
    Related business objectiveImpact objective selected from the drop-down
    Stakeholder groupAvailable for selection if stakeholder groups are enabled and configured
    Instance typeSelect if multiple instance types are available, such as production or sub-production
    Which instance is this related to?If multiple instances are available, the drop-down is enabled for selection
    Phase of implementation that this request pertains toPhase available in the drop-down
  3. Select a Primary category on the What do you need help with? form.

  4. Fill out the fields on the Workflow and product details form.

    FieldDescription
    WorkflowThe name of the instance specific workflow from the drop-down
    ProductThe name of the specific instance product from the drop-down
    CapabilityThe name of the specific Impact capability from the drop-down
    DescriptionA detailed description of the issue or question
    Attach a fileImage or document to help clarify the request or explain the issue
  5. Enter information of any progress you have made on the request in the What actions have you taken so far? form.

  6. Select the technical lead and other important contacts to include for the request on the Who else should be involved? form.

  7. Submit the form.

    Members of the Impact squad will reach out to you to request additional information, next steps, or with a resolution to your inquiry.

  8. Monitor the status and the related tasks under Impact > Initiatives & Accelerators > Your initiatives.