Request Access to Expertise Initiative

task brazil Updated Sep 10, 2026 1 min read access-expertise.md
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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.

    Field Description
    Initiative title Topic title
    Start date Requested start date
    When do you need this by? Preferred resolution date
    Related business objective Impact objective selected from the drop-down
    Stakeholder group Available for selection if stakeholder groups are enabled and configured
    Instance type Select 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 to Phase 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.

    Field Description
    Workflow The name of the instance specific workflow from the drop-down
    Product The name of the specific instance product from the drop-down
    Capability The name of the specific Impact capability from the drop-down
    Description A detailed description of the issue or question
    Attach a file Image 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.

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