Workforce Optimization for ITSM components

reference brazil Updated Sep 10, 2026 2 min read components-installed-workforce-optimization-itsm.md
Raw file servicenow.com

The Workforce Optimization for ITSM application has tables to store user and application data or database views and a schedule job to collect data for indicators.

Important: Starting with the Brazil release, Workforce Optimization for ITSM is being prepared for future deprecation. It will be hidden and no longer installed on new instances but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.

Roles

To transition to the Workforce Optimization for ITSM base system roles, see https://www.servicenow.com/community/workforce-optimization-blog/workforce-optimization-for-itsm-wfo-itsm-transitioning-to-the/ba-p/2995242

Role title [name]

Description

Contains roles

Workforce Optimization User [sn_wfo.user]

Grants read access to primary group and additional managers.

  • pa_analyst
  • sn_agent_forecast.user
  • approver_user

Workforce Optimization Admin [sn_wfo.admin]

Grants administrative rights to create, read, update, and delete (CRUD) additional managers.

  • sn_wfo.user
  • pa_analyst
  • sn_agent_forecast.admin

Workforce Optimization ITSM Employee [sn_wfo_cfg_itsm.employee]

Grants read rights for Coaching, Scheduling and Teams applications.

  • sn_wfo.user
  • sn_shift_planning.agent
  • sn_coaching.trainee
  • sn_team_perf.team_performance_user
  • awa_agent
  • canvas_user
  • sn_wfo_skillreview.user

Workforce Optimization ITSM Manager [sn_wfo_cfg_itsm.manager]

Grants rights to create, read, or update, Coaching, Scheduling, Teams, or Channel Management applications.

  • sn_wfo_cfg_ws.manager
  • itil
  • sn_walkup.walkup_manager
  • sn_agent_forecast.user
  • sn_shift_planning.admin
  • sn_coaching.coach
  • sn_team_perf.team_performance_manager
  • sn_channel_mgmt.user
  • sn_sre.user
  • pa_target_admin
  • awa_agent
  • skill_manager
  • sn_wfo_skillreview.manager
  • sn_wfo_work_sched.manager
  • sn_cti_core.user_manager

Note: This role is automatically installed if you have integrated Workforce Optimization for ITSM with ServiceNow Voice.

  • sn_process_optimization_analyst

Workforce Optimization ITSM Admin [sn_wfo_cfg_itsm.admin]

Grants administrative rights to create, read, update, and delete (CRUD) Coaching, Scheduling, Teams, or Channel Management applications.

  • sn_wfo_cfg_itsm.manager
  • sn_shift_planning.admin
  • sn_coaching.admin
  • sn_team_perf.team_performance_admin
  • sn_agent_forecast.admin
  • sn_sre.admin
  • skill_admin
  • sn_process_optimization_analyst
  • sn_wfo_work_sched.admin

Workforce Optimization for ITSM Manager base system role [sn_wfo_cfg_itsm.base_manager]

Grants access to the manager workspace landing page and the list module.

  • sn_wfo_cfg_itsm.base_employee
  • sn_sre.user
  • pa_target_admin
  • skill_manager
  • awa_agent
  • sn_walkup.walkup_manager
  • sn_wfo_cfg_ws.manager
  • survey_creator

Workforce Optimization for ITSM Agent base system role [sn_wfo_cfg_itsm.base_employee]

Grants access to the Service Operations Workspace landing page.

  • canvas_user
  • sn_sow.sow_user
  • sn_wfo.user
  • awa_agent
  • itil
## Filter Configuration Tables

Module Name

Module Tables / Database View

Schedule

  • User [sys_user]
  • User Skill [sys_user_has_skill]
  • Agent Schedule [sys_shift_planning_agent_schedule]
  • Schedule Event [sn_shift_planning_event]
  • Manager Groups database view [sn_wfo_manager_group]

Coaching

  • Skill [cmn_skill]
  • Skill Category M2M [cmn_skill_m2m_category]
  • Group Member [sys_user_grmember]

Channels

Manager Groups database view [sn_wfo_manager_groups]Note: The filters for your channels have been custom built so that you can navigate using Advanced Work Assignment channels and queues. Because they were custom built, you can't create or customize filters for channels module.

## Scheduled job
Name Description
WFO data collection Runs the job on demand and collects data for all Workforce Optimization for ITSM indicators.

Parent Topic:Workforce Optimization for ITSM reference

Search documentation
Search document titles and file paths on the brazil branch