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ITSM quick reference card with common operations, state values, priority matrix, and encoded query examples

Happy-Technologies-LLC By Happy-Technologies-LLC schedule Updated 2/6/2026

name: quick-reference version: 1.0.0 description: ITSM quick reference card with common operations, state values, priority matrix, and encoded query examples author: Happy Technologies LLC tags: [itsm, reference, cheatsheet, quick-start] platforms: [claude-code, claude-desktop, chatgpt, cursor, any] tools: mcp: [SN-Query-Table, SN-Create-Record, SN-Update-Record, SN-Get-Record, SN-List-Incidents, SN-Create-Incident, SN-Update-Incident, SN-Close-Incident, SN-Assign-Incident, SN-Add-Work-Notes, SN-Search-Incidents, SN-List-ChangeRequests, SN-List-Problems] rest: [/api/now/table/incident, /api/now/table/change_request, /api/now/table/problem] native: [] complexity: beginner estimated_time: 5 minutes

ITSM Quick Reference

Overview

A quick reference card for common ITSM operations in ServiceNow. Keep this handy for fast lookups of state values, priority matrices, and common query patterns.

  • What problem does it solve? Quick lookup for common ITSM values and operations
  • Who should use this skill? Anyone working with incidents, changes, or problems
  • What are the expected outcomes? Faster development with fewer documentation lookups

Procedure

Incident Operations

Quick Actions

Action MCP Tool Key Parameters
List incidents SN-List-Incidents query, limit
Create incident SN-Create-Incident short_description, caller_id, category
Update incident SN-Update-Incident sys_id, field updates
Get incident SN-Get-Incident sys_id
Close incident SN-Close-Incident sys_id, resolution_code, resolution_notes
Assign incident SN-Assign-Incident sys_id, assigned_to, assignment_group
Add work notes SN-Add-Work-Notes sys_id, work_notes
Search incidents SN-Search-Incidents Natural language query

Create Incident

Tool: SN-Create-Incident
Parameters:
  short_description: Unable to access email
  description: User reports Outlook not connecting to server
  caller_id: <user_sys_id>
  category: software
  subcategory: email
  impact: 3
  urgency: 3

Close Incident

Tool: SN-Close-Incident
Parameters:
  sys_id: <incident_sys_id>
  resolution_code: Solved (Permanently)
  resolution_notes: Restarted email service and cleared user cache
  close_notes: User confirmed email is working

Assign Incident

Tool: SN-Assign-Incident
Parameters:
  sys_id: <incident_sys_id>
  assigned_to: <user_sys_id>
  assignment_group: <group_sys_id>

State Values

Incident States

Value Label Description
1 New Newly created, not yet triaged
2 In Progress Work has started
3 On Hold Waiting for external input
6 Resolved Solution implemented, pending verification
7 Closed Verified and closed
8 Canceled Canceled (not applicable)

Change Request States

Value Label Description
-5 New Draft state
-4 Assess Assessment phase
-3 Authorize Awaiting authorization
-2 Scheduled Approved and scheduled
-1 Implement Implementation in progress
0 Review Post-implementation review
3 Closed Successfully completed
4 Canceled Change canceled

Problem States

Value Label Description
1 New Newly identified
2 Assess Under assessment
3 Root Cause Analysis Investigating root cause
4 Fix in Progress Working on permanent fix
5 Resolved Root cause addressed
6 Closed Verified and closed
7 Canceled Problem canceled

Change Types

Value Label Description
standard Standard Pre-approved, low risk
normal Normal Requires CAB approval
emergency Emergency Expedited approval process

Priority Matrix

Impact x Urgency = Priority

Urgency 1 (High) Urgency 2 (Medium) Urgency 3 (Low)
Impact 1 (High) Priority 1 (Critical) Priority 2 (High) Priority 3 (Moderate)
Impact 2 (Medium) Priority 2 (High) Priority 3 (Moderate) Priority 4 (Low)
Impact 3 (Low) Priority 3 (Moderate) Priority 4 (Low) Priority 5 (Planning)

Priority Values

Value Label SLA Target Description
1 Critical 1 hour Business critical, widespread impact
2 High 4 hours Significant business impact
3 Moderate 24 hours Limited business impact
4 Low 72 hours Minor inconvenience
5 Planning No SLA Future enhancement

Common Encoded Queries

Incident Queries

Description Encoded Query
Active incidents active=true
P1 incidents priority=1
P1 or P2 incidents priority=1^ORpriority=2
Unassigned incidents assigned_toISEMPTY
Assigned incidents assigned_toISNOTEMPTY
Created today sys_created_onONToday@javascript:gs.beginningOfToday()@javascript:gs.endOfToday()
Created last 7 days sys_created_on>=javascript:gs.daysAgoStart(7)
New state state=1
In Progress state=2
Resolved or Closed state=6^ORstate=7
Not Closed state!=7
My incidents assigned_to=javascript:gs.getUserID()
My team's incidents assignment_group=<group_sys_id>
Contains text short_descriptionLIKEnetwork
Starts with numberSTARTSWITHINC00100
Category is network category=network
Ordered by priority ORDERBYpriority
Ordered by created (newest) ORDERBYDESCsys_created_on

Change Request Queries

Description Encoded Query
Emergency changes type=emergency
Normal changes type=normal
Standard changes type=standard
Scheduled changes state=-2
Changes this week start_dateONThis week@javascript:gs.beginningOfThisWeek()@javascript:gs.endOfThisWeek()
High risk changes risk=1
Pending approval state=-3^approval!=approved

Problem Queries

Description Encoded Query
Open problems state<6
Root cause analysis state=3
Known errors known_error=true
Problems with workaround workaroundISNOTEMPTY
Related to incidents related_incidentsISNOTEMPTY

Field Reference

Common Incident Fields

Field Type Description
number String Auto-generated (INC0010001)
short_description String Brief summary (required)
description String Detailed description
caller_id Reference Reporting user
opened_by Reference User who created record
assigned_to Reference Assigned technician
assignment_group Reference Assigned team
state Choice Current state
impact Choice Business impact (1-3)
urgency Choice Time sensitivity (1-3)
priority Choice Calculated priority (1-5)
category Choice Incident category
subcategory Choice Incident subcategory
work_notes Journal Internal notes
comments Journal Customer-visible notes
resolution_code Choice How resolved
resolution_notes String Resolution details
close_code Choice Closure reason
close_notes String Closure notes
cmdb_ci Reference Configuration item

Common Change Fields

Field Type Description
number String Auto-generated (CHG0010001)
short_description String Brief summary
description String Detailed description
type Choice standard/normal/emergency
state Choice Current state
risk Choice Risk level (1-4)
impact Choice Business impact (1-3)
start_date DateTime Planned start
end_date DateTime Planned end
requested_by Reference Requester
assigned_to Reference Change owner
assignment_group Reference Owning team
cab_required Boolean Needs CAB approval
justification String Business justification
implementation_plan String Implementation steps
backout_plan String Rollback procedure
test_plan String Testing steps

Common Problem Fields

Field Type Description
number String Auto-generated (PRB0010001)
short_description String Brief summary
description String Detailed description
state Choice Current state
priority Choice Priority (1-5)
assigned_to Reference Problem manager
assignment_group Reference Owning team
known_error Boolean Is known error
workaround String Temporary workaround
cause_notes String Root cause
fix_notes String Permanent fix
related_incidents List Related incidents
cmdb_ci Reference Configuration item

Resolution Codes

Incident Resolution Codes

Value Label
Solved (Work Around) Temporary fix applied
Solved (Permanently) Root cause addressed
Solved Remotely (Work Around) Remote temporary fix
Solved Remotely (Permanently) Remote permanent fix
Not Solved (Not Reproducible) Cannot reproduce
Not Solved (Too Costly) Fix not cost-effective
Closed/Resolved by Caller User resolved

Close Codes

Value Label
Solved Resolved successfully
Closed/Resolved by Caller User resolved
Not Solved (Not Reproducible) Cannot reproduce
Closed (Cancelled) Request withdrawn

Category Reference

Incident Categories

Category Subcategories
hardware cpu, disk, keyboard, memory, monitor, mouse
software email, operating system, application
network connectivity, dhcp, dns, firewall, vpn
database db2, ms sql server, oracle
inquiry request, password reset

MCP Tools Quick Reference

Incident Tools

Tool Purpose Required Parameters
SN-List-Incidents Query incidents -
SN-Get-Incident Get single incident sys_id
SN-Create-Incident Create incident short_description
SN-Update-Incident Update incident sys_id
SN-Close-Incident Close incident sys_id, resolution_code
SN-Assign-Incident Assign incident sys_id
SN-Add-Work-Notes Add work notes sys_id, work_notes
SN-Search-Incidents NL search query

Generic Tools

Tool Purpose Required Parameters
SN-Query-Table Query any table table_name
SN-Get-Record Get any record table_name, sys_id
SN-Create-Record Create any record table_name, data
SN-Update-Record Update any record table_name, sys_id, data

Common Workflows

Triage New Incident

1. Query: SN-Query-Table(table_name: incident, query: state=1^active=true)
2. Review: Check short_description, category, caller_id
3. Categorize: SN-Update-Incident(sys_id: X, category: network, subcategory: connectivity)
4. Prioritize: SN-Update-Incident(sys_id: X, impact: 2, urgency: 2)
5. Assign: SN-Assign-Incident(sys_id: X, assignment_group: <network_team>)

Escalate Incident

1. Update state: SN-Update-Incident(sys_id: X, state: 2)
2. Add notes: SN-Add-Work-Notes(sys_id: X, work_notes: Escalating to L2 per procedure)
3. Reassign: SN-Assign-Incident(sys_id: X, assignment_group: <l2_team>)

Resolve Incident

1. Update: SN-Update-Incident(sys_id: X, state: 6, resolution_code: Solved (Permanently), resolution_notes: Restarted service)
2. Notify: SN-Add-Work-Notes(sys_id: X, work_notes: Resolution confirmed by user)

Close Incident

1. Close: SN-Close-Incident(sys_id: X, resolution_code: Solved (Permanently), resolution_notes: Service restored, close_notes: Verified with user)

REST API Endpoints

Table API

Table Endpoint
Incident /api/now/table/incident
Change Request /api/now/table/change_request
Problem /api/now/table/problem
Task /api/now/table/task
User /api/now/table/sys_user
Group /api/now/table/sys_user_group
CI /api/now/table/cmdb_ci

Common Parameters

Parameter Description Example
sysparm_query Encoded query active=true^priority=1
sysparm_fields Fields to return number,short_description,state
sysparm_limit Max records 100
sysparm_offset Skip records 50
sysparm_display_value Display values all, true, false

Related Skills

  • itsm/incident-lifecycle - Full incident lifecycle management
  • itsm/incident-triage - Detailed triage procedures
  • itsm/natural-language-queries - Natural language search
  • admin/generic-crud-operations - Detailed CRUD operations

References

Install via CLI
npx skills add https://github.com/Happy-Technologies-LLC/happy-platform-skills --skill quick-reference
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