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Accelerating Your ImplementationOnline Course
Accelerating Your Implementation
Course Category: Not Applicable
Credit: 1
Accelerating Your Implementation introduces you to CSM's core components, helps you prepare your service catalog, and compares CSM's out-of-the-box workflows with your core process requirements. You will analyze the design workbook, in order to help lead your design workshop of Cherwell Service Management. Knowing these topics will help avoid the roadblocks that most often stall or interrupt a smooth implementation.
Accelerating Your Implementation PortugueseOnline Course
Accelerating Your Implementation Portuguese
Course Category: Coaching - Best Practice
Credit: 1
O Curso de Aceleração de Sua Implementação apresenta uma introdução ao processo de design e implementação da Cherwell Service Management. (The Accelerating Your Implementation Course presents an introduction to the design and implementation process of Cherwell Service Management.)
Access Levels in the Cherwell Support PortalOnline Course
Access Levels in the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video explains the access levels in the Cherwell Support Portal.
Adding Journaling to Task ObjectsOnline Course
Adding Journaling to Task Objects
Course Category: Not Applicable
Credit: 1
This Quick Tip Video explains how to add Journaling (history) to the Task Supporting Object and then make those Journal Records visible from the Parent Object that is using Tasks.
Administration Foundations Self-Paced - v10Online Course
Administration Foundations Self-Paced - v10
Course Category: Not Applicable
Credit: 1
Administration Foundations is a hands-on course for new Cherwell Service Management administrators. In this comprehensive course, attendees will work with a Cherwell Service Management system to perform tasks that are designed for new system administrators.
Administration Foundations V10.2 - Virtual ClassroomClassroom Course
Administration Foundations V10.2 - Virtual Classroom
Course Category: Not Applicable
Credit: NA
In this comprehensive 3 day course, learners will work with a Cherwell Service Management system to perform tasks that are designed for new system administrators such as configuring Business Objects, forms and grids, analyzing One-Step functionality, using Expressions, One-Steps, and working in System Automation and User Management.
Applying Foreign KeysOnline Course
Applying Foreign Keys
Course Category: Not Applicable
Credit: 1
This Quick Tip video covers examples of Foreign Keys, why you want to leverage Foreign Keys, and how to configure Foreign Keys, and how to configure Foreign Keys on existing fields.
Approvals from End to EndOnline Course
Approvals from End to End
Course Category: Not Applicable
Credit: 1
This Quick Tip Module provides everything you need to know about Approvals.
Arbeiten mit dem Cherwell Blue Client (Out-of-the-Box)Online Course
Arbeiten mit dem Cherwell Blue Client (Out-of-the-Box)
Course Category: Not Applicable
Credit: 1
Verständnis eines Out-of-the-Box Incident Workflows in Cherwell Service Management (Utilizing the Out-of-the-Box Cherwell Blue Client)
Automating Quick TicketsOnline Course
Automating Quick Tickets
Course Category: Not Applicable
Credit: 1
This Quick Tip video demonstrates how to modify an Incident Form to quick classify based upon Sub-Categories.
Automating the On-Boarding ProcessOnline Course
Automating the On-Boarding Process
Course Category: Not Applicable
Credit: 1
Tips and Tricks to Automating in Cherwell
Automating with One-Step BranchingOnline Course
Automating with One-Step Branching
Course Category: Not Applicable
Credit: 1
Danyda Feldman teaches the decision branching One-Step using a workflow of a welcome e-mail to new customers. She steps you through automating a welcome e-mail based upon the customer location using a branched One-Step. The One-Step includes follow-up actions relevant to the customer location. Dany makes the complex simple by stepping you through building a One-Step, creating a logical Expression, adding action items of a customized e-mail, updating a Business Object Task, attaching a Goto Action and running the One-Step, filmed using Cherwell Service Management 8.2.
AWS Self-Service ProvisioningOnline Course
AWS Self-Service Provisioning
Course Category: Not Applicable
Credit: 1
Learn how Dun & Bradstreet is using Cherwell Self-Service Portal to create and manage AWS instances providing a lean/Agile approach for development while maintaining cost, asset, and compliance controls critical to our business within a complex environment.
Beyond Trust DemoOnline Course
Beyond Trust Demo
Course Category: Demo
Credit: NA
Support and IT organizations using Cherwell Service Management can integrate BeyondTrust Remote Support to shorten call handling times, eliminate site visits, and improve service levels. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
Blueprint ConsolidationOnline Course
Blueprint Consolidation
Course Category: Not Applicable
Credit: NA
This Quick Tip Video demonstrates how to consolidate two or more Blueprints into one single Blueprint file.
Building a Chart Widget for Incidents Breached by SLAOnline Course
Building a Chart Widget for Incidents Breached by SLA
Course Category: Free
Credit: NA
In this Quick Tip video, you learn how to build a chart widget for your dashboard that shows you the Incidents breached by Service Level Agreements.
Building a Custom Cherwell Service Management PortalOnline Course
Building a Custom Cherwell Service Management Portal
Course Category: Not Applicable
Credit: 1
Using a default configuration, build a custom Cherwell Service Management Portal.
Building a mAppOnline Course
Building a mApp
Course Category: Not Applicable
Credit: 1
Daniel Cooper explores the art of the possible by expanding your Cherwell usage with Mergeable Applications (“mApp”). Daniel addresses the business problem of tracking bugs by creating a mApp. You will learn to create a Business Object with grid fields and create a Relationship between reported Incidents and the new Business Object Form. Next, you will automate the tracking with a One-Step. A Dashboard will be created to dynamically enhance information reporting. Finally, you will upload the mApp to the mApp exchange to share your solution with the Cherwell Community. Filmed using Cherwell Service Management 8.1.
Building a Report with a Business Object with Child ObjectOnline Course
Building a Report with a Business Object with Child Object
Course Category: Not Applicable
Credit: 1
This Quick Tip video walks through the process of building a report in the Cherwell Report Writer, with a Business Object and related Child Object. In the example given, the presenter will use Incidents with Tasks.
Cherwell AdministratorRole-Based Learning Paths
Cherwell Administrator
Credit: 5
This role based learning path covers topics best suited for Cherwell Administrators. 
Cherwell Asset Management DemoOnline Course
Cherwell Asset Management Demo
Course Category: Demo
Credit: NA
Cherwell® Asset Management is a Software Asset Management (SAM) tool built for organizations that want to reduce software license spending, IT overhead, and software audit risk. It allows you to consolidate your hardware and software license, usage, and inventory data to seamlessly track and manage IT investments—and abandon Excel spreadsheets. The IT Asset Management (ITAM) mApp integrates seamlessly with Cherwell ITSM, populating the Cherwell CMDB with IT asset data. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
Cherwell Asset Management Endorsement for Partners v.15.1Solution Learning Paths
Cherwell Asset Management Endorsement for Partners v.15.1
Credit: 1
This learning path covers Cherwell Asset Management implementation, administration and user workflows. 
Cherwell Asset Management Implementation & AdministrationOnline Course
Cherwell Asset Management Implementation & Administration
Course Category: Not Applicable
Credit: 1
This course is for CAM Implementers and Administrators. This course provides exposure to, and practice with, some of the features and functions of Cherwell Asset Management 14.0. You will be ready to install and begin using the basics, such as discovering machines; deploying CAM Agent; configuring CAM; defining, updating, and contributing to the CSID, and more. If you are using CSM, but recently purchased Cherwell Asset Management, you’ll greatly benefit from Lesson 7, which walks through applying the CAM mApp to Cherwell.
Cherwell Asset Management User WorkflowsOnline Course
Cherwell Asset Management User Workflows
Course Category: Not Applicable
Credit: 1
This course is for CAM users. This course will teach users to utilize the user Panel and Activity Log, and create user-defined Groups, create, configure and manage License Units, Configure and administrate Reports on data in the CAM Database, complete and configure, Purchasing Orders and line items, import purchasing assets, and configure custom purchasing preferences, and evaluate and report on software license data in your environment.
Cherwell Business UserRole-Based Learning Paths
Cherwell Business User
Credit: 1
This role based learning path covers topics best suited for a Cherwell Business User. 
Cherwell Certified Professional AdministratorCertification Learning Paths
Cherwell Certified Professional Administrator
Credit: 1
To ensure your success, Cherwell highly recommends you complete our Administration Foundations course. Once you successfully pass this exam you will be a Cherwell Certified Professional Administrator.  If you would like to purchase this exam, please reach out to your Customer Success Advocate.
Cherwell Certified Professional Administrator ExamOnline Course
Cherwell Certified Professional Administrator Exam
Course Category: Not Applicable
Credit: 2
Successfully pass this exam to become a Cherwell Certified Professional Administrator. 
Cherwell Certified Professional DeveloperCertification Learning Paths
Cherwell Certified Professional Developer
Credit: 1
To ensure your success, Cherwell highly recommends you complete our Developer Essentials course. Once you successfully pass this exam you will be a Cherwell Certified Professional Developer. If you would like to purchase this exam, please reach out to your Customer Success Advocate.
Cherwell Certified Professional Developer ExamOnline Course
Cherwell Certified Professional Developer Exam
Course Category: Not Applicable
Credit: 2
Successfully pass this exam to become a Cherwell Certified Professional Developer. 
Cherwell Certified Professional Engineer Associate - InternalCertification Learning Paths
Cherwell Certified Professional Engineer Associate - Internal
Credit: 7
This credential is for a Cherwell professional who will perform the initial setup and configuration of a nominal Cherwell Service Management system.
Cherwell CORE No-Code OverviewOnline Course
Cherwell CORE No-Code Overview
Course Category: Demo
Credit: NA
Cherwell CORE is a purpose-built no-code development and delivery platform that serves as the logical foundation for Cherwell’s ITSM solution, Cherwell ESM (Enterprise Service Management) Solutions such as HR and Facilities, and custom-built workflow applications. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
Cherwell DeveloperRole-Based Learning Paths
Cherwell Developer
Credit: 10
This role based learning path covers topics best suited for Cherwell Developer
Cherwell macht den Unterschied! - The Cherwell DifferenceOnline Course
Cherwell macht den Unterschied! - The Cherwell Difference
Course Category: Not Applicable
Credit: 1
Bernhard Koch gibt einen Überblick über wesentliche Merkmale, die Cherwell von anderen Anbietern unterscheidet. Gefilmt mit Cherwell Service Management Version 8.3.
Cherwell Mobile Experience DemoOnline Course
Cherwell Mobile Experience Demo
Course Category: Demo
Credit: NA
Cherwell leverages adaptive design to provide a unique and tailored mobile experience to customers. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
Cherwell TechnicianRole-Based Learning Paths
Cherwell Technician
Credit: 1
This role based learning path covers topics best suited for a Cherwell Technician. 
Cherwell WebhooksOnline Course
Cherwell Webhooks
Course Category: Demo
Credit: NA
Cherwell Webhooks provides a demonstration of how Cherwell uses webhooks to integrate with DataDog. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
Cherwell WorkflowOnline Course
Cherwell Workflow
Course Category: Demo
Credit: NA
Cherwell Workflow gives an introduction to One-Steps and Business Automation Processes. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
Configuring a One-Step to Consume APIOnline Course
Configuring a One-Step to Consume API
Course Category: Not Applicable
Credit: 1
Aaron Alexander walks through setting up a One-Step to call a Web Service API, and how to consume someone else's API in the system. You will also see how to create a ticket in JIRA to identify a bug, and then use CSM to track the status of the bug.
Configuring CAM for SAML IntegrationOnline Course
Configuring CAM for SAML Integration
Course Category: Not Applicable
Credit: 1
Connect CAM to CSM’s Authentication Engine
Configuring ISM AuditsOnline Course
Configuring ISM Audits
Course Category: Not Applicable
Credit: 1
In this module, you will use the ISM mApp Solution to conduct an ISM Audit and examine the ISM Audit Calendar.
Configuring ISM Compliance ActionsOnline Course
Configuring ISM Compliance Actions
Course Category: Not Applicable
Credit: 1
In this module, you will use the ISM mApp Solution to create an ISM Corrective Action and an ISM Preventative Action.
Configuring ISM Compliance FunctionsOnline Course
Configuring ISM Compliance Functions
Course Category: Not Applicable
Credit: 1
In this module, you will create an ISM Control, configure ISM Citations, Configure ISM Policies, and create an Authority Document.
Configuring ISM DashboardsOnline Course
Configuring ISM Dashboards
Course Category: Not Applicable
Credit: 1
In this module, you will examine the Dashboards that are included with the ISM mApp Solution, and configure the Security Analyst and Security Manager ISM Dashboards.
Configuring ISM Risk AssessmentsOnline Course
Configuring ISM Risk Assessments
Course Category: Not Applicable
Credit: 1
In this module, you will configure ISM Risk Assessment Types and use the ISM mApp Solution to complete a Risk Assessment.
Configuring ISM Security EventsOnline Course
Configuring ISM Security Events
Course Category: Not Applicable
Credit: 1
In this module, you will configure ISM Security Event Types, ISM Runbooks, and then work a Security Event Record from creation through closing.
Configuring ISM Security IncidentsOnline Course
Configuring ISM Security Incidents
Course Category: Not Applicable
Credit: 1
In this module, you will create an ISM Security Incident Record and work that Record from creation through resolution.
Configuring Security RightsOnline Course
Configuring Security Rights
Course Category: Not Applicable
Credit: 1
In this course, Neil Myers uncovers the mystery of Cherwell Service Management Security Settings. You will learn to configure Users by Roles, Security Groups, Teams, and Workgroups. You will learn to restrict access through Managers for visibility or controlling access to data through Business Objects. Neil will simplify the multiple security settings to help you design and plan for who needs what access in your own system.
Configuring Task Pane OptionsOnline Course
Configuring Task Pane Options
Course Category: Not Applicable
Credit: 1
Configuring the Task Pane is an effective way of customizing CSM to meet the requirements of your organization. In this course, we will walked through the process of configuring the Default Task Pane, and configuring the Task Pane for both individual Roles and individual Business Objects. This course was created using CSM Version 9.1.
Configuring the Decision Action One-StepOnline Course
Configuring the Decision Action One-Step
Course Category: Not Applicable
Credit: 1
This Quick Tip video demonstrates how to configure the Decision Action One-Step using Incident.
Configuring the View Counter Business ObjectOnline Course
Configuring the View Counter Business Object
Course Category: Not Applicable
Credit: 1
Emily Pace walks you through how to set up a View Counter Business Object to track how many times your pages have been viewed.
Contributing to the CSIDOnline Course
Contributing to the CSID
Course Category: Not Applicable
Credit: 1
This Quick Tip video gives an overview of the Cherwell Software Identification Database (CSID) and explains how easy it is to contribute to it.
Controlling Visibility on a Field on a FormOnline Course
Controlling Visibility on a Field on a Form
Course Category: Not Applicable
Credit: 1
In this Quick Tip video, you will learn how to make fields appear and disappear on a form, giving you control over your form real estate.
Converting Objects into Group ObjectsOnline Course
Converting Objects into Group Objects
Course Category: Not Applicable
Credit: 1
Ken Wooten teaches you how to convert Business Objects into Group Objects.
Creating a Basic Pivot Grid in a ReportOnline Course
Creating a Basic Pivot Grid in a Report
Course Category: Not Applicable
Credit: 1
In this Quick Tip video, you will learn how to customize a report.
Creating a New Specifics FormOnline Course
Creating a New Specifics Form
Course Category: Sales - Solutions
Credit: 1
Tanya teaches you how to create a new Specifics Form, think through your workflow, brainstorm the required fields and views of the Portal versus the Client. Next, you will create the form in a Blueprint in the Administrator Client (so you will need authority to create and publish). These forms will be allowed through the Security settings. Finally, you will map the fields to the Subcategories in the Specifics. Tanya steps you through the practical customizing of your workflow into your Specific forms.
Creating Alternate Lines in a Pivot GridOnline Course
Creating Alternate Lines in a Pivot Grid
Course Category: Not Applicable
Credit: 1
In this Quick Tip video, you will learn how to make your pivot grids pop in your reports using alternating color bars.
Creating an And-Or SearchOnline Course
Creating an And-Or Search
Course Category: Not Applicable
Credit: 1
In this Quick Tip video, you will learn how to create more flexibiltiy in your searches.
Creating Automatic Actions (Technician)Online Course
Creating Automatic Actions (Technician)
Course Category: Not Applicable
Credit: 1
In this course, you will be introduced to Automatic Actions, including both the pros and cons of using them. You will examine how to configure Automatic Actions and example Automatic Action Conditions in the Administrator Client. This course was created in CSM Version 9.1.
Creating Complex QueriesOnline Course
Creating Complex Queries
Course Category: Free
Credit: NA
Creating Custom ToolbarsOnline Course
Creating Custom Toolbars
Course Category: Not Applicable
Credit: 1
In this course, you will examine the different ways to create a custom Toolbar for an individual, specific role, or a Major Business Object. Chris will also discuss things to consider when choosing a toolbar, and valid use cases for each one.
Creating Quick Ticket TemplatesOnline Course
Creating Quick Ticket Templates
Course Category: Not Applicable
Credit: 1
In this course, you will configure Quick Ticket Templates to automate your most common request. You will review how a ticket’s activity is tracked, and look at different ways to link templates through the Object Actions.
Creating Widgets with Custom GraphicsOnline Course
Creating Widgets with Custom Graphics
Course Category: Not Applicable
Credit: 1
In this course, you will examine techniques for creating custom graphics to use in Cherwell Service Management. You will then be shown how to implement your custom graphics in Widgets on Dashboards.
Crisis ManagementOnline Course
Crisis Management
Course Category: Demo
Credit: NA
Cherwell now offers a free Crisis Management mApp® that enables organizations to efficiently track that status of their workforce in transition to remote work. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
CSM V10 InfographicOnline Course
CSM V10 Infographic
Course Category: Not Applicable
Credit: NA
This Infographic offers more detail about collaboration using CSM V10.
CSM V10 Interactive PDFOnline Course
CSM V10 Interactive PDF
Course Category: Not Applicable
Credit: NA
This interactive PDF functions as a handy guide to the What, Why and Benefits of each CSM V10 feature. Please open this in Adobe Acrobat Reader for best user experience!
CSM V10 One SheetOnline Course
CSM V10 One Sheet
Course Category: Not Applicable
Credit: NA
This OneSheet offers an overview of the benefits of CSM V10.
CSM V10.1.0 InfographicOnline Course
CSM V10.1.0 Infographic
Course Category: Not Applicable
Credit: NA
This Infographic offers more detail using CSM V10.1.0 features.
CSMV10 Game-based AssessmentOnline Course
CSMV10 Game-based Assessment
Course Category: Not Applicable
Credit: NA
This fun interactive Game-based Assessment builds on your understanding of the benefits of the CSM V10 release. This bicycle race will take you through challenges to test your V10 knowledge and see if you have what it takes to win the race!
Daten aus Externen Datenquellen Importieren  - Importing Data from Various SourcesOnline Course
Daten aus Externen Datenquellen Importieren - Importing Data from Various Sources
Course Category: Not Applicable
Credit: 1
In diesem Kurs erhalten Sie einen tieferen Einblick in die verschiedenen Möglichkeiten, externe Daten in Cherwell zu importieren, bzw. eine Anbindung an externe Datenquellen einzurichten und zu automatisieren. Ausserdem wird der Download, die Installation sowie die Konfiguration von Cherwell mApps gezeigt.
Deleting Attachments from a Business ObjectOnline Course
Deleting Attachments from a Business Object
Course Category: Not Applicable
Credit: 1
This Quick Tip video demonstrates how to delete attachments from a Business Object in the Browser Client.
Demonstrating IT Project Tracking mApp (ITPT)Online Course
Demonstrating IT Project Tracking mApp (ITPT)
Course Category: Not Applicable
Credit: 1
In this course, recorded as an online presentation, Matthew Peeples, Mary Lynne Lawrence, and Dacia Uhls walk through the use of IT Project Tracking mApp (ITPT) in Cherwell Service Management. The course begins with an overview and discussion of the practical uses of ITPT, moves through a demonstration, and includes the uses of ITPT in non-IT environments like Marketing and Facilities.
Deploying Trusted AgentOnline Course
Deploying Trusted Agent
Course Category: Not Applicable
Credit: 1
Trusted Agents are a great way to integrate your system seamlessly through firewalls. Discover when you need Trusted Agents and why. If you are in a SaaS environment, learn how to deploy and use Trusted Agents. This Trusted Agent feature became available in 7.x with enhancements in 9.0. Filmed using Cherwell Service Management Version 9.0. This course was updated to include the 9.3 version which adds the e-mail functionality through Trusted Agent. The 9.5 version of CSM allows the Trusted Agent to be utilized with One-Step Actions.
Developer Essentials - Virtual ClassroomClassroom Course
Developer Essentials - Virtual Classroom
Course Category: Not Applicable
Credit: NA
Developer Essentials is a 5 day Virtual Instructor led, hands-on course for new Cherwell Service Platform Developers.
Discovering DashboardsOnline Course
Discovering Dashboards
Course Category: Not Applicable
Credit: 1
In this course, you will examine how Dashboards are commonly used, the components of a Dashboard, and how to build a Dashboard using the Dashboard Editor.
Doing More with Cherwell One-StepsOnline Course
Doing More with Cherwell One-Steps
Course Category: Not Applicable
Credit: 1
One-Step Actions are one of Cherwell’s most compelling features. They enable IT organizations to easily automate tasks, workflows, and processes without writing or touching code. This session will provide information on how to set up One-Step’s automate capabilities to warn IT of untouched tickets, auto-closing aging tickets and prompting Knowledge Article review and revision. This session was presented before a live audience during Cherwell Global Conference 2016. Branching One-Steps are in Version 8.2 and above.
Enabling Field Level EncryptionOnline Course
Enabling Field Level Encryption
Course Category: Not Applicable
Credit: 1
Chris Wiggins implements the new feature of Field Level Encryption which is available in version 8.1 and above. This series explains the best practices for enabling Field Level Encryption. You will learn to create Encryption keys, adding encrypted fields to forms and adding Journal Tabs for an audit trail. Chris will discuss compliancy and answer frequently asked questions. More information is also available in the Knowledge Center at www.cherwellsupport.com. This is a new feature in 8.1.
Examining IT Service ManagementOnline Course
Examining IT Service Management
Course Category: Demo
Credit: NA
Cherwell's IT Service Management (ITSM) solution includes eleven ITIL certified processes, including Incident, Request, Problem, Change Management and Knowledge Management. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
Examining SearchesOnline Course
Examining Searches
Course Category: Not Applicable
Credit: 1
In this course, you will examine the process of searching within the Cherwell Service Platform, analyze search clauses, and discover how to construct stored and dynamic searches.
Explaining Knowledge ManagementOnline Course
Explaining Knowledge Management
Course Category: Not Applicable
Credit: 1
In this video, Katie Huckett explains and demonstrates Knowledge Management enhancements in CSM 10.0. These enhancements include scheduled Knowledge Article publication, improved Knowledge security, and submitting to Knowledge from the originating record.
Explaining Related Item NavigatorOnline Course
Explaining Related Item Navigator
Course Category: Not Applicable
Credit: 1
This Quick Tip video explains how to use the Related Item Navigator.
Exploring the Activity PaneOnline Course
Exploring the Activity Pane
Course Category: Not Applicable
Credit: 1
Ken Wooten explains the purpose of and then demonstrates how to use the Activity Pane, a new feature being added to both the Browser and Desktop Clients
Exploring the Change ProcessOnline Course
Exploring the Change Process
Course Category: Not Applicable
Credit: 1
This Quick Tip video explains the Change Process Out-of-the-Box.
Exploring the Facilities Service Management mApp SolutionOnline Course
Exploring the Facilities Service Management mApp Solution
Course Category: Not Applicable
Credit: 1
The quick and efficient delivery of Facility Management services is critical to maintaining business operations. Traditionally, Facilities organizations have relied on spreadsheets, email, and manual processes to manage maintenance requests. This has become increasingly complex as leadership looks to Facilities teams to provide recurring, preventative maintenance that ensures business continuity while regulating expenses. This course demonstrates how the Facilities Management mApp allows an organization to manage and automate the requests for services, project planning, work assignment, and execution. This course is a high-level overview of functionality and implementation considerations. Version requirements for mApp are 10.0 and higher. Imaging in Cherwell Service Management Version 10.0
Exploring the Scrum MethodologyOnline Course
Exploring the Scrum Methodology
Course Category: Not Applicable
Credit: 1
In this course, Heather Eisele explains how to use Scrum to maximize your productivity and work best with your team. Heather explains Agile methodologies, the Scrum Framework, the members of a Scrum team, and Scrum Ceremonies.
Exporting and Importing .CED FilesOnline Course
Exporting and Importing .CED Files
Course Category: Not Applicable
Credit: 1
In this video, you will learn how to export and import One-Steps, Searches, Reports, Widgets, etc. from one instance of Cherwell Service Management into another.
Exporting the Relationship VisualizerOnline Course
Exporting the Relationship Visualizer
Course Category: Not Applicable
Credit: 1
Danyda Feldman shares this quick tip for exporting a visual diagram of the Business Object Relationships. From the Administrator Client, you may document and graphically view any CSM relationship and system configuration as well as export business object diagrams and visualizations into VSDX format. This enhancement is found in version 9.4 of CSM.
Extending Functionality with Mergeable ApplicationsOnline Course
Extending Functionality with Mergeable Applications
Course Category: Not Applicable
Credit: 1
Daniel Cooper explores the art of the possible by expanding your Cherwell Service Management usage with Mergeable Applications (“mApp”). You will download a mApp from Cherwell Marketplace to bring in new functionality by applying a mApp into your Cherwell system. You will learn the why, what and how of mApps and explore the three types of mApps: (1) enhancements, (2) extensions and (3) integrations available on Marketplace.
Facilities Service Management OverviewOnline Course
Facilities Service Management Overview
Course Category: Demo
Credit: NA
Cherwell's Facilities Service Management Solution utilizes all the same power and features that are available in all modules of the Cherwell Core Platform. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
Getting Started with CAM SaaS AnalyticsOnline Course
Getting Started with CAM SaaS Analytics
Course Category: Not Applicable
Credit: 1
This course presents an overview and detail of the new CAM SaaS Analytics feature in CAM 15.0.
Getting Started with Cherwell Report WriterOnline Course
Getting Started with Cherwell Report Writer
Course Category: Not Applicable
Credit: 1
This course is intended for users who have minimal experience with the Cherwell Report Writer ™ feature and would like to increase their skills and knowledge. This course includes recorded instructor guidance on defining report requirements, creating searches, basic tool functionality, report design considerations, and best practices. Participants will gain practical experience through step by step instructions on creating searches, modifying pre-configured reports, creating new custom reports, and creating new charts.
Getting Started with the CAM REST APIOnline Course
Getting Started with the CAM REST API
Course Category: Not Applicable
Credit: 1
This new feature in CAM v. 15.1 allows other applications to retrieve data from CAM via an API. This video explains how to install and configure the REST API for CAM 15.1.
Getting to Know Cherwell Service ManagementOnline Course
Getting to Know Cherwell Service Management
Course Category: Not Applicable
Credit: 1
Examine the core functionality of Cherwell Service Management.
How to Access the Cherwell Community from the Cherwell Support PortalOnline Course
How to Access the Cherwell Community from the Cherwell Support Portal
Course Category: Not Applicable
Credit: 1
This Quick Tip video demonstrates how to access the Cherwell Community from the Cherwell Support Portal.
How to Access the Learning Portal from the Cherwell Support PortalOnline Course
How to Access the Learning Portal from the Cherwell Support Portal
Course Category: Not Applicable
Credit: 1
This Quick Tip video demonstrates how to access the Learning Portal from the Cherwell Support Portal.
How to Adapt Form Layouts to Multiple DevicesOnline Course
How to Adapt Form Layouts to Multiple Devices
Course Category: Not Applicable
Credit: 1
This Quick Tip video demonstrates how to modify your form layouts to adapt to different devices. Cherwell Service Management Version 9.3 allows snap-to-grid features as well as Adaptive Form Layouts in forms and Dashboards to be used on any size screen. If a customer is viewing your Portal or Browser Client on a tablet or mobile device, one form may be modified in adaptive grids that adjust to multiple screens.
How to Add a New Chart to a ReportOnline Course
How to Add a New Chart to a Report
Course Category: Free
Credit: NA
This Quick Tip video demonstrates how to add a new chart to a Report in the Report Wizard.
How to Add a Pre-Built Chart to a ReportOnline Course
How to Add a Pre-Built Chart to a Report
Course Category: Free
Credit: NA
This Quick Tip video, demonstrates how to add a pre-built chart to a Report in the Report Designer.
How to Add Contacts in the Cherwell Support PortalOnline Course
How to Add Contacts in the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video demonstrates how to add Contacts in the Cherwell Support Portal.
How to Approve Requests in Cherwell LearnOnline Course
How to Approve Requests in Cherwell Learn
Course Category: Not Applicable
Credit: NA
This Quick Tip video will show a Manager how to approve course registration requests from Learners. 
How to Assign Courses in Cherwell LearnOnline Course
How to Assign Courses in Cherwell Learn
Course Category: Not Applicable
Credit: NA
This QuickTip video is for Company, Partner and Department managers and will give instructions on how to assign content to your learners.
How to Configure Linux Applications into License UnitsOnline Course
How to Configure Linux Applications into License Units
Course Category: Not Applicable
Credit: 1
This Quick Tip video deomonstrates how to turn Mac, Unix, and Linux into license units.
How to Create a Change Model in CSMOnline Course
How to Create a Change Model in CSM
Course Category: Not Applicable
Credit: 1
This Quick Tip video explains how to create a Change Model in Cherwell Service Management.
How to Create a Change Request in CSMOnline Course
How to Create a Change Request in CSM
Course Category: Not Applicable
Credit: 1
This Quick Tip video explains how to create a Change Request in Cherwell Service Management.
How to Create a Configuration Item in CSMOnline Course
How to Create a Configuration Item in CSM
Course Category: Not Applicable
Credit: 1
This Quick Tip video explains how to create a Configuration Item in Cherwell Service Management.
How to Create a Department in CSMOnline Course
How to Create a Department in CSM
Course Category: Partner Led
Credit: 1
This Quick Tip video explains how to create a department in Cherwell Service Management.
How to Create a Matrix WidgetOnline Course
How to Create a Matrix Widget
Course Category: Free
Credit: NA
In this video you will learn how to leverage the powerful Matrix Widget on the Dashboard to show the performance of your technicians.
How to Create a Site in CSMOnline Course
How to Create a Site in CSM
Course Category: Not Applicable
Credit: 1
This Quick Tip video explains how to create a Site in Cherwell Service Management.
How to Create a Supplier in CSMOnline Course
How to Create a Supplier in CSM
Course Category: Not Applicable
Credit: 1
This Quick Tip video explains how to create a Supplier in Cherwell Service Management.
How to Create an Incident in CSMOnline Course
How to Create an Incident in CSM
Course Category: Not Applicable
Credit: 1
This Quick Tip video explains how to create an Incident in Cherwell Service Management.
How to Deactivate Contacts in the Cherwell Support PortalOnline Course
How to Deactivate Contacts in the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video demonstrates how to deactivate Contacts in the Cherwell Support Portal.
How to Delete the Access Point in CAMOnline Course
How to Delete the Access Point in CAM
Course Category: Not Applicable
Credit: 1
This Quick Tip video explains how to delete additional access points within the Cherwell Asset Manager.
How to Download Software Versions from the Cherwell Support PortalOnline Course
How to Download Software Versions from the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video demonstrates how to download software versions from the Cherwell Support Portal.
How to Edit Your Contact Information in the Cherwell Support PortalOnline Course
How to Edit Your Contact Information in the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video demonstrates how to edit your contact information in the Cherwell Support Portal.
How to Edit Your On-Premises Configuration Items in the Cherwell Support PortalOnline Course
How to Edit Your On-Premises Configuration Items in the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video demonstrates how to edit your On-Premises Configuration Items in the Cherwell Support Portal.
How to Log in to the Cherwell Support PortalOnline Course
How to Log in to the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video demonstrates how to log in to the Cherwell Support Portal.
How to Purchase Credits in Cherwell LearnOnline Course
How to Purchase Credits in Cherwell Learn
Course Category: Not Applicable
Credit: NA
This QuickTip Video will guide you in the process to purchase credits, using a credit card for payment, in Cherwell Learn.
How to Refresh Your Database Through the Cherwell Support PortalOnline Course
How to Refresh Your Database Through the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video demonstrates how to refresh your database through the Cherwell Support Portal.
How to Register for Courses in Cherwell LearnOnline Course
How to Register for Courses in Cherwell Learn
Course Category: Not Applicable
Credit: NA
This QuickTip video will show you how to Register for Content in Cherwell Learn.
How to Request an Upgrade Through the Cherwell Support PortalOnline Course
How to Request an Upgrade Through the Cherwell Support Portal
Course Category: Partner Led
Credit: NA
This Quick Tip video demonstrates how to request an upgrade through the Cherwell Support Portal.
How to Reset Your SSO Password for Cherwell LearnOnline Course
How to Reset Your SSO Password for Cherwell Learn
Course Category: Not Applicable
Credit: NA
This QuickTip video will show you how to reset your Cherwell Single Sign on password.
How to Run Reports in Cherwell LearnOnline Course
How to Run Reports in Cherwell Learn
Course Category: Not Applicable
Credit: NA
This QuickTip video will show Managers and Learners how to run reports.  
How to Search the Knowledge Base in the Cherwell Support PortalOnline Course
How to Search the Knowledge Base in the Cherwell Support Portal
Course Category: Partner Led
Credit: NA
This Quick Tip video explains how to search the Knowledge Base in the Cherwell Support Portal.
How to Submit a Request in the Cherwell Support PortalOnline Course
How to Submit a Request in the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video explains how to submit a request in the Cherwell Support Portal.
How to Submit an API Incident or Request in the Cherwell Support PortalOnline Course
How to Submit an API Incident or Request in the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video explains how to submit an API Incident or Request in the Cherwell Support Portal.
How to Submit an Incident in the Cherwell Support PortalOnline Course
How to Submit an Incident in the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video explains how to submit an Incident in the Cherwell Support Portal.
How to Subscribe to System Updates in the Cherwell Support PortalOnline Course
How to Subscribe to System Updates in the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video explains how to subscribe to system updates in the Cherwell Support Portal.
How to Uninstall Agents and Machines in CAMOnline Course
How to Uninstall Agents and Machines in CAM
Course Category: Not Applicable
Credit: 1
This Quick Tip video explains the differences in uninstalling and deleting machines from your network. It also walks through how to uninstall the CAM Agent as well as the Machine.
How to Update a Business Object with a One-StepOnline Course
How to Update a Business Object with a One-Step
Course Category: Free
Credit: NA
This Quick Tip video demonstrates how to build a One-Step using the One-Step Designer. The scenario demonstrated shows how to update the country in a Customer Business Object.
How to Upload Learners in Bulk to Cherwell LearnOnline Course
How to Upload Learners in Bulk to Cherwell Learn
Course Category: Not Applicable
Credit: NA
This QuickTip Video will show Company and Partner Managers how to upload learners in their organization.
How to Use Filters on DashboardsOnline Course
How to Use Filters on Dashboards
Course Category: Free
Credit: NA
In this Quick Tip video, we will be learning about using filters on Dashboards to automatically adjust the Widgets on that Dashboard.
How to Use the Skills Management mApp in CSMOnline Course
How to Use the Skills Management mApp in CSM
Course Category: Not Applicable
Credit: 1
This Quick Tip video explains how to use the Skills Management mApp in Cherwell Service Management.
How to Utilize Machine Learning in CSM 10.2Online Course
How to Utilize Machine Learning in CSM 10.2
Course Category: Not Applicable
Credit: NA
This Quick Tip Video provides an example of Machine Learning Categorization for an Incident. 
How to View Product Documentation from the Cherwell Support PortalOnline Course
How to View Product Documentation from the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video explains how to view product documentation from  the Cherwell Support Portal.
How to View Service Alerts in the Cherwell Support PortalOnline Course
How to View Service Alerts in the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video explains how to view Service Alerts in the Cherwell Support Portal.
How to View System Updates in the Cherwell Support PortalOnline Course
How to View System Updates in the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video explains how to view system updates in the Cherwell Support Portal.
How to View Your Account Information in the Cherwell Support PortalOnline Course
How to View Your Account Information in the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video explains how to view your account information in the Cherwell Support Portal.
How to View Your Open Incidents in the Cherwell Support PortalOnline Course
How to View Your Open Incidents in the Cherwell Support Portal
Course Category: Not Applicable
Credit: NA
This Quick Tip video explains how to view your open Incidents in the Cherwell Support Portal.
HR Service Management DemoOnline Course
HR Service Management Demo
Course Category: Demo
Credit: NA
Cherwell HR Service Management (HRSM) capabilities are fully integrated with Cherwell’s no-code automation platform and our IT Service Management solution—so you can use the tools already in place to help your company’s HR team make the move to advanced service delivery. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
HRSM For Cherwell AdministratorsSolution Learning Paths
HRSM For Cherwell Administrators
Credit: 1
This learning path walks CSM Administrators through a high-level overview of the Cherwell HRSM mApp Solution, it’s purpose and features.  
HRSM For HR Knowledge Management TeamsSolution Learning Paths
HRSM For HR Knowledge Management Teams
Credit: 1
This learning path walks HR Knowledge Management workers through a high-level overview of the Cherwell HRSM mApp Solution, it’s purpose and features.  
HRSM For HR Managers & ExecutivesSolution Learning Paths
HRSM For HR Managers & Executives
Credit: 1
This learning path walks HR Managers & Executives through a high-level overview of the Cherwell HRSM mApp Solution, it’s purpose and features.  
HRSM for Managers & ExecutivesOnline Course
HRSM for Managers & Executives
Course Category: Not Applicable
Credit: 1
In this module, you will learn how to use the Manager and Executive Dashboards, and how to locate, run, and manage HRSM Reports. 
HRSM For Tier 1 and Tier 2 HR SpecialistsSolution Learning Paths
HRSM For Tier 1 and Tier 2 HR Specialists
Credit: 1
This learning path walks HR Specialists through a high-level overview of the Cherwell HRSM mApp Solution, it’s purpose and features.  
HRSM Installation & ConfigurationOnline Course
HRSM Installation & Configuration
Course Category: Not Applicable
Credit: 1
In this module, you will learn how to apply and configure the HRSM mApp Solution and how to configure the HRSM components.
HRSM Introduction & OverviewOnline Course
HRSM Introduction & Overview
Course Category: Not Applicable
Credit: 1
In this module, you will learn how Cherwell HRSM meets the current needs in the HR Management marketplace and will gain a high-level understanding of the features and functionality of the Cherwell HRSM mApp Solution.
HRSM Knowledge ManagementOnline Course
HRSM Knowledge Management
Course Category: Not Applicable
Credit: 1
In this module, you will learn how to create and publish Knowledge Articles, manage the Knowledge Article workflow, and use the Knowledge Management Dashboard.
HRSM PortalsOnline Course
HRSM Portals
Course Category: Not Applicable
Credit: 1
In this module, you will learn the identity and functionality of each of the HRSM Portals and how they integrate with the administrative side of the HRSM mApp Solution.
Human Resource Integration to CherwellOnline Course
Human Resource Integration to Cherwell
Course Category: Not Applicable
Credit: 1
Automating HR events to Cherwell
Implementing Security with mAppsOnline Course
Implementing Security with mApps
Course Category: Not Applicable
Credit: 1
Neil Myers demonstrates how to build and implement a Security Group using a Mergeable Application, or mApp.
Implementing the BOMGAR mAppOnline Course
Implementing the BOMGAR mApp
Course Category: Sales - Solutions
Credit: 1
Jim Bates discusses the advantages of integrating BOMGAR with Cherwell Service Management through implementing a mApp. The Service Desk may then utilize BOMGAR to remotely access customers to communicate, view and control computers and mobile devices. Jim steps Administrators through the installation and configuration process. He demonstrates the basic usage as well as troubleshooting some common errors. This is a new feature added in 8.2.1.
Implementing the ITAM Purchase Request Through Receiving mAppOnline Course
Implementing the ITAM Purchase Request Through Receiving mApp
Course Category: Not Applicable
Credit: 1
Eric Beavers teaches how to implement the ITAM Purchase Request Through Receiving mApp into your Cherwell Service Management System. This course walks you through installing, configuring, and using the Solution. This course also demonstrates requesting a product through the Self-Service Portal, working a Service Request, fulfilling a Purchase Request, and receiving inventory. 
Importing Data in Cherwell Service ManagementOnline Course
Importing Data in Cherwell Service Management
Course Category: Not Applicable
Credit: 1
The ability to import data into CSM is something that no longer needs to be a mystery. In this course, you will begin with the basics of data integration and move through the concepts and processes of integrating with CSV, Databases, and Links. The original course was filmed in CSM version 7.0. Version 9.3 gives the .csv import the ability to update the existing records.
Importing into a Business Object from Multiple DatabasesOnline Course
Importing into a Business Object from Multiple Databases
Course Category: Not Applicable
Credit: 1
This module demonstrates mapping multiple external connections.
Importing Purchasing DataOnline Course
Importing Purchasing Data
Course Category: Not Applicable
Credit: 1
In this course, Lance explains how to set up a spreadsheet in order to import purchasing data into Cherwell Asset Management’s Purchasing Console. He walks through mandatory and optional fields to consider, and takes you step by step through the Import Wizard.
Importing Your Service CatalogOnline Course
Importing Your Service Catalog
Course Category: Not Applicable
Credit: 1
Neil Myers demonstrates how to import the CSM Service Catalog from a .csv file.
Importing Your Service Catalog - PortugueseOnline Course
Importing Your Service Catalog - Portuguese
Course Category: Not Applicable
Credit: 1
Neil Myers demonstra como importar o Catálogo de Serviços CSM a partir de um arquivo .csv (vsv.)
Information Security Management System mApp OverviewOnline Course
Information Security Management System mApp Overview
Course Category: Demo
Credit: NA
Cherwell's Information Security Management (ISM) mApp provides organizations a comprehensive solution for managing Governance, Risk, Compliance and Security Operations. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
Installing & Configuring the PPM SolutionOnline Course
Installing & Configuring the PPM Solution
Course Category: Not Applicable
Credit: 1
In this module, Cherwell Administrators will learn how to install and configure the PPM Solution.
Installing the Cherwell Service PlatformOnline Course
Installing the Cherwell Service Platform
Course Category: Not Applicable
Credit: 1
Neil Myers steps you through installing the Cherwell Service Platform in your on-premises environment. In this course, you will learn which components to install, when, and why. Neil steps you through the order of installation and connection to the database. You will understand the three different installers including the optional Portal and Browser Apps and Auto-Deploy. After watching these videos, you will be able to install a test or development system in your environment.
Installing the Cherwell Service Platform – PortugueseOnline Course
Installing the Cherwell Service Platform – Portuguese
Course Category: Not Applicable
Credit: 1
Neil Myers passa por você através da instalação da Plataforma de Serviço Cherwell em seu ambiente no local. Neste curso, você aprenderá quais componentes instalar, quando e por quê. Neil passa por você através da ordem de instalação e conexão com o banco de dados. Você entenderá os três diferentes instaladores, incluindo os aplicativos opcionais portal e navegador e implantação automática. Depois de assistir a esses vídeos, você poderá instalar um sistema de teste ou desenvolvimento em seu ambiente.
Integrating JIRA Using One-StepsOnline Course
Integrating JIRA Using One-Steps
Course Category: Not Applicable
Credit: 1
In this course, Jonathan Wilson walks through the process of how he integrates Cherwell Service Management with JIRA. In showing what he has developed, you will see the solution he came up with to help the Service Desk talk with the developers in the JIRA system, working in a DevOps environment. His solution is created so that Cherwell does all the posting and getting between the two environments.
Integrating the Azure mAppOnline Course
Integrating the Azure mApp
Course Category: Not Applicable
Credit: 1
Integration with the Microsoft Azure Cloud application controls Virtual Machines (“VM”) and allows customers to request and automatically set-up VMs through the Portal or the Cherwell Service Management Client. The Azure mApp automates provisioning as well as second day Actions such as restart, start, shutdown, de-allocate and reset access of a VM. Emily Pace teaches you how to integrate Azure and provides a troubleshooting checklist. She demonstrates the benefits of ease of use of provisioning and tracking Virtual Machines. This is a feature added in 8.2.1.
Integrating with MS Active DirectoryOnline Course
Integrating with MS Active Directory
Course Category: Not Applicable
Credit: 1
Neil Myers demonstrates how to connect CSM to MS Active Directory, how to set CSM to authenticate in MS Active Directory, and how to import customer accounts from Active Directory.
Integrating with MS Active Directory - PortugueseOnline Course
Integrating with MS Active Directory - Portuguese
Course Category: Not Applicable
Credit: 1
Neil Myers demonstra como conectar csm ao Diretório Ativo de MS, como definir csm para autenticar em Diretório Ativo de MS e como importar contas de clientes de Diretório Ativo.
Introducing Authentication ConsolidationOnline Course
Introducing Authentication Consolidation
Course Category: Not Applicable
Credit: 1
The Quick Tip video walks through the consolidation of all authentication code into the REST API. The impact of this for installation and upgrades is explained.
Introducing Enhanced Approvals in 10.2Online Course
Introducing Enhanced Approvals in 10.2
Course Category: Not Applicable
Credit: NA
This video walks you through the new set of enhancements in Approvals in CSM 10.2
Introducing Problem ManagementOnline Course
Introducing Problem Management
Course Category: Not Applicable
Credit: 1
In this course, you will begin with an introduction to Problem Management and a discussion of how Incident Management and Problem Management are related. Jim will show you how to perform a Root Cause Analysis and how to answer key questions about maturity levels. The course concludes with a discussion about Return on Investment and the keys to a successful implementation of Problem Management.
Introducing REST API - 9.0Online Course
Introducing REST API - 9.0
Course Category: Not Applicable
Credit: 1
In this course, you will be introduced to the Cherwell REST API. You will begin with identifying the core concepts of the REST API, including the security options. You will then be shown how to use the Swagger tool and the importance of operation versions. Next, you will examine error codes and observe the REST API being used in an example scenario. Filmed using Cherwell Service Management Version 9.0.
Introducing Service ManagementOnline Course
Introducing Service Management
Course Category: Not Applicable
Credit: 1
In this short course you will be introduced to the basic concepts of Service Management, and you will see a demonstration of how Service Management is implemented using CSM.
Introducing Skills ManagementOnline Course
Introducing Skills Management
Course Category: Not Applicable
Credit: 1
This Quick Tip video  walks through how to use the Skills mApp, which allows CSM Customers to associate skills to Users and Service Categories.
Introducing the ISM mApp SolutionOnline Course
Introducing the ISM mApp Solution
Course Category: Not Applicable
Credit: 1
In this module, you will apply the ISM mApp Solution, examine the default ISM Workflows that are included with the Solution, and add Users to the ISM Security Group.
Introducing the Walk-Up Support mAppOnline Course
Introducing the Walk-Up Support mApp
Course Category: Not Applicable
Credit: 1
This Quick Tip video demonstrates the functionality of the Walk-Up Support mApp from both Customer and Technician perspectives.
Introduction & Overview of the PPM mApp SolutionOnline Course
Introduction & Overview of the PPM mApp Solution
Course Category: Not Applicable
Credit: 1
This module covers introductory and overview material to give you a high-level view of the PPM tool. It begins with a discussion of the components and workflows of this Solution, then reviews the functionality of the Business Objects, major core applications, and Supporting Objects that are part of this Solution.
Introduction to DashboardsOnline Course
Introduction to Dashboards
Course Category: Not Applicable
Credit: 1
This course is intended for users who have minimal experience with the Cherwell Service Management® (CSM) Dashboards feature. This course provides an overview of the basic functionality and a general understanding of Dashboard design. This course is designed to spend more time at greater detail than other courses that contain Dashboard design content.
Introduction to SearchingOnline Course
Introduction to Searching
Course Category: Free
Credit: NA
In this Quick Tip video, you will learn how to leverage the powerful search tool in CSM to create, edit and store searches for multiple purposes. You will also learn about the best way to organize your search to streamline performance.
Introduction to the Named Object REST APIOnline Course
Introduction to the Named Object REST API
Course Category: Not Applicable
Credit: 1
In this course, you will be introduced to the Named Object REST API in Cherwell Service Management 9.4. You will be shown how to use this feature and will examine several example scenarios of Named Object REST API configuration.
IT Asset Lifecycle mApp OverviewOnline Course
IT Asset Lifecycle mApp Overview
Course Category: Demo
Credit: NA
The intention of the IT Asset Lifecycle mApp is to manage the complete lifecycle of configuration items, inventory, and other enterprise assets from beginning to end. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
ITIL 4 Powered by CherwellOnline Course
ITIL 4 Powered by Cherwell
Course Category: Not Applicable
Credit: NA
This new three-day course prepares you for the examination leading to the ITIL® 4 Foundation Certificate in IT Service Management but with a difference. The most valuable element of any training event is the ability to take what has been learned theoretically and apply it practically in a working environment. This can sometimes be challenging with a purely theoretical approach. In this course, Pink Elephant takes the theory learned and demonstrates, using Cherwell Service Management, how these theoretical practices can be automated, bringing the theory to life. The course is designed as an introduction to ITIL® 4 and enables attendees to view IT Service Management from the perspective of a more evolved Service Value System. The Service Value System provides a holistic end-to-end picture of what it really means to contribute to business value and also integrates concepts from frameworks such as Lean IT, Agile, and DevOps. In this course your expert facilitator will break-up various theoretical introductions to important terms and approaches with a practical view of how these would work in a real-life environment, thus allowing best practice to become a way of work. For example: For common ITIL Processes/Practices, such as Incident Management, Change Management, Problem Management and Service Catalogue Management, your instructor will demonstrate within Cherwell Service Management, the key activities, how they should be structured, and the considerations needed in building this interface. Cherwell’s ITIL-based visual workflows will guide attendees through each core activity, during which discussions around theoretical elements learnt will be discussed.
Kundenspezifische Anpassungen mit dem Cherwell Administration Client umsetzenOnline Course
Kundenspezifische Anpassungen mit dem Cherwell Administration Client umsetzen
Course Category: Not Applicable
Credit: 1
Cherwell Software ist codeless. Bernhard Koch erklärt am Beispiel “Urlaubsantrag”, wie Business-Prozesse im Cherwell Service Management Administration Client erstellt und konfiguriert werden können. Im Kurs werden wesentliche Konzepte wie Business Objekte, Beziehungen, Konfigurierbarkeit, Blueprints und Automatierungsprozesse vorgestellt. Gefilmt mit Cherwell Service Management Version 8.3.
Leveraging the Email MonitorOnline Course
Leveraging the Email Monitor
Course Category: Not Applicable
Credit: 1
Doug Dollar demonstrates how to leverage the E-mail Monitor to capture alert information from network management products. Situational alerts may trigger the creation of a single Business Object to correlate related events into a single Incident with multiple related events. If you have alert information from network management products, you can integrate and automate E-mail alerts to function with Cherwell Incidents.
Linking Labels on DashboardsOnline Course
Linking Labels on Dashboards
Course Category: Not Applicable
Credit: 1
In this Quick Tip video, you will learn about a feature in CSM 9.4, the ability to connect a URL to link a label on Dashboards.
Manage Service Providers DemoOnline Course
Manage Service Providers Demo
Course Category: Demo
Credit: NA
Manage Service Providers can leverage Cherwell Service Management in their organizations to provide outstanding service to their customers. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
Managing Blueprints & CzarsOnline Course
Managing Blueprints & Czars
Course Category: Not Applicable
Credit: 1
In this course, Kevin Kraus explains the best practices workflow for publishing Blueprints from the development to test to production systems and restoring .czar files to continue the cycle. Naming conventions are important to prevent corruption of data in the production cycle. To demonstrate this point, Kevin examines Blueprints, creating One-Steps and Expressions and copying them for testing verification and production. He identifies the importance of rollback files. If you need to restore data, you will learn to export and refresh data utilizing .czar files.
Managing Concurrent LicensesOnline Course
Managing Concurrent Licenses
Course Category: Not Applicable
Credit: 1
Cherwell Asset Management allows you to configure, manage, control and run usage reports of concurrent licenses. CAM controls user access to a limited number of network licenses for usage efficiency.
Managing Configuration of Smaller Knowledge BasesOnline Course
Managing Configuration of Smaller Knowledge Bases
Course Category: Not Applicable
Credit: 1
This course walks you through the steps to configure a Relationship between Incident and Knowledge Articles, to add a Knowledge Article Tab to the Form Arrangement, and to automatically filter Knowledge Articles that appear there, based on the Service Classification of the Incident Record.
Managing Multiple Consultants & BlueprintsOnline Course
Managing Multiple Consultants & Blueprints
Course Category: Not Applicable
Credit: 1
In this course, Roger Penny walks you through the process of Managing Multiple Consultants in CSM. You will see the potential pitfalls that can occur when deploying, what to consider while structuring your team, and techniques for managing Blueprints with multiple developers.
Manually Creating License Units for Custom ApplicationOnline Course
Manually Creating License Units for Custom Application
Course Category: Not Applicable
Credit: 1
This Quick Tip video explains how to set up license units for applications CAM does not automatically recognize.
Microsoft Teams Integration mApp DemoOnline Course
Microsoft Teams Integration mApp Demo
Course Category: Demo
Credit: NA
Cherwell offers a free Microsoft Teams Integration mApp® that enables strong collaboration between CSM and Microsoft Teams. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
Modifying Dashboards for Mobile DevicesOnline Course
Modifying Dashboards for Mobile Devices
Course Category: Not Applicable
Credit: 1
As of  CSM 9.4, Adaptive layouts allow you to define different layouts for devices with different size screens. Neil Myers teaches you how to create additional displays based upon the size of the device screen from the Dashboard Manager in the Desktop Client. The Adaptive Layout update ensures Cherwell Service Management Browser Portal is easy to view on any device, be it Smartphone, Tablet, Desktop, (or even 4k). There is no sizing limit. Now, you have the power to make Browser views easier to read and navigate with minimal screen resizing, panning, and scrolling. No matter what device our product is viewed on, a preset layout will appear and automatically respond to present the best size for optimal viewing.
Modifying Lifecycles for your ProcessesOnline Course
Modifying Lifecycles for your Processes
Course Category: Not Applicable
Credit: 1
In this course, Neil Myers introduces all the elements used in CSM to implement workflows, lifecycles and processes. He shows various modifications to change the lifecycle functionality to suit your unique workflow.
Monthly Product Demonstration - April 2021Online Course
Monthly Product Demonstration - April 2021
Course Category: Demo
Credit: NA
This module presents an overview of features in progress for Cherwell Service Management for April, 2021.  These include Time Zones, G2 Forms Update, and Trusted Agent Auto Update.
Monthly Product Demonstration - February 2021 - InternalOnline Course
Monthly Product Demonstration - February 2021 - Internal
Course Category: Demo
Credit: NA
This module presents an overview of features in progress for Cherwell Service Management and Cherwell Asset Management for February 2021. 
MSP Scheduling Contracts and Time Tracking mApp DemoOnline Course
MSP Scheduling Contracts and Time Tracking mApp Demo
Course Category: Demo
Credit: NA
This video demos the MSP mApp, which will allow you to schedule onsite work, organize your contracts, and track time against Incidents and Service Requests.
Navigating Forms with the Definition ReviewerOnline Course
Navigating Forms with the Definition Reviewer
Course Category: Not Applicable
Credit: 1
This Quick Tip video provides an overview of the features included in the Definition Reviewer.
Populating & Maintaining PPM Foundation Business ObjectsOnline Course
Populating & Maintaining PPM Foundation Business Objects
Course Category: Not Applicable
Credit: 1
In this module, members of your Project Management Office or designated Business Users will learn how to add data to the following PPM Foundation Business Objects in your PPM System.
PPM Demand ManagementOnline Course
PPM Demand Management
Course Category: Not Applicable
Credit: 1
This module is intended for the Business User(s) in your organization responsible for managing submitted Ideas or Requests for consideration as formal Projects, Portfolios, Programs, or other Actions. The submitted Ideas or Requests are recorded as Demands in your PPM system.
PPM Portfolio & Program ManagementOnline Course
PPM Portfolio & Program Management
Course Category: Not Applicable
Credit: 1
In this module, members of your Project Management Office or designated Business Users will learn how to manage PPM Portfolios and Programs.
PPM Project ManagementOnline Course
PPM Project Management
Course Category: Not Applicable
Credit: 1
This module is intended for Project Managers in your organization who will use PPM to create, staff, schedule and manage the execution of project deliverables. We'll begin by describing the Project Lifecycle, then we'll look at Viewing and Assigning a Project, Creating a New Project, and conclude with Managing the Project Lifecycle.
Printing Incident TicketsOnline Course
Printing Incident Tickets
Course Category: Not Applicable
Credit: 1
Don Lacasse creates an alternative method to reporting by creating One-Steps to incorporate Specifics screens into a simple report. This method utilizes the Table Management and the Incident Subcategory to add fields for a print Action. This is an alternative to creating a report in Report Writer with a complex Detailed Band. This method creates a print Action within the Incident Form that will include the Specifics details.
Process Design for Automation Success (Business User)Online Course
Process Design for Automation Success (Business User)
Course Category: Not Applicable
Credit: 1
IT Service Management is about running the business of IT. Like any other Business Unit, IT has a set of business processes used to deliver IT services. For any Process Automation efforts to be successful – using Cherwell or other support tools – there first needs to be a complete and well-documented process defined. Marie’s motto is: “You can’t automate what you haven’t defined!” In this interactive workshop, participants will learn to facilitate Process Design discussions in their workplace to support Process Automation success.
Project & Portfolio Management DemoOnline Course
Project & Portfolio Management Demo
Course Category: Demo
Credit: NA
Cherwell Project & Portfolio Management provides the visibility and control the project managers need to improve project outcomes. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
Project Tasks and Timesheets for Project WorkersOnline Course
Project Tasks and Timesheets for Project Workers
Course Category: Not Applicable
Credit: 1
This module is intended for Project Workers who will use PPM to complete Tasks and Timesheets.
Publishing Blueprints in Concurrent DevelopmentOnline Course
Publishing Blueprints in Concurrent Development
Course Category: Not Applicable
Credit: 1
This Quick Tip video demonstrates the Concurrent Development, first featured in CSM 9.1.
Remote Employee Management SolutionOnline Course
Remote Employee Management Solution
Course Category: Demo
Credit: NA
Cherwell's Remote Employee Management mApp® Solution efficiently manages the transition of employees from the office to remote work. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
Reporting on Specifics FieldsOnline Course
Reporting on Specifics Fields
Course Category: Not Applicable
Credit: 1
This Quick Tip video demonstrates how to configure the Specifics Group Object to display a summary field with data from the Specifics Object on an Incident Report.
Return to Workplace DemoOnline Course
Return to Workplace Demo
Course Category: Demo
Credit: NA
A demonstration of Cherwell's Return to Workplace mApp. ***** To see this content please click on the orange circle with the black arrow to the right under the Learning Nuggets header or click the Add To Journey button above the Learning Nuggets header.
Reviewing Incident WorkflowOnline Course
Reviewing Incident Workflow
Course Category: Not Applicable
Credit: 1
This Quick Tip video gives a high-level overview of how Incident works.
Setting the Related Item Picker Default in CMDBOnline Course
Setting the Related Item Picker Default in CMDB
Course Category: Not Applicable
Credit: 1
This Quick Tip video demonstrates how to set the related item picker properties to default limiting records based on whether the customer is current or not.
Setting Up the CAM External ConnectorOnline Course
Setting Up the CAM External Connector
Course Category: Not Applicable
Credit: 1
Ana Carrier walks you through setting up the CAM External Connector to SCCM so you can import SCCM inventory data into the Cherwell Asset Management tool for reporting purposes.
Simulating Tabs on DashboardsOnline Course
Simulating Tabs on Dashboards
Course Category: Not Applicable
Credit: 1
This Quick Tip video demonstrates how to make your Dashboard display appear and function like the Tabs in a Browser.
Technical Support Call Solutions - Part 1Online Course
Technical Support Call Solutions - Part 1
Course Category: Not Applicable
Credit: 1
During this module we will be reviewing frequent support call scenarios and learning how to follow established Cherwell processes to resolve those tickets.
The ISM Governance Risk and Compliance Learning PathSolution Learning Paths
The ISM Governance Risk and Compliance Learning Path
Credit: 1
This Learning Path walks you through the Information Security Management Solution (ISM) from applying the mApp Solution to configuring ISM Dashboards, ISM Compliance Functions and Actions, ISM Risk Assessments and ISM Audits. This path is for individuals who need to work on Governance, Risk, and Compliance issues in their organizations.
The ISM Security Operations Learning PathSolution Learning Paths
The ISM Security Operations Learning Path
Credit: 1
This Learning Path walks Technicians through through the Information Security mApp Solution (ISM) from applying the mApp to configuring ISM Dashboards, ISM Security Events, and ISM Security  Incidents, to using ISM in the Cherwell Portal. This path is for individuals who need to create, work with, and resolve Security Events and Security Incidents in their organizations.
The PPM Cherwell Administrator Learning PathSolution Learning Paths
The PPM Cherwell Administrator Learning Path
Credit: 1
This Learning Path walks you through a brief high-level Introduction & Overview of the PPM Solution, and provides installation and configuration information needed to prepare the implementation for use.This Learning Path is for Cherwell Administrators.
The PPM Project Manager Learning PathSolution Learning Paths
The PPM Project Manager Learning Path
Credit: 1
This Learning Path walks you through a brief high-level Introduction & Overview of the PPM Solution, and provides installation and configuration information needed to prepare the implementation for use.This Learning Path is for Cherwell Administrators.
The PPM Workers Learning PathSolution Learning Paths
The PPM Workers Learning Path
Credit: 1
This learning path covers an introduction and overview for the PPM mApp solution. 
Touring Automation ProcessesOnline Course
Touring Automation Processes
Course Category: Not Applicable
Credit: 1
In this walkthrough, Tanya explains the automation processes in the out-of-the-box content. You will be able to locate, understand and troubleshoot automation processes. There are three types of automation processes: simple, visual and threshold. Tanya unpacks the simple and visual automation events. You will also learn some troubleshooting steps if the automation process does not work as you expected.
Touring Customer Satisfaction SurveysOnline Course
Touring Customer Satisfaction Surveys
Course Category: Not Applicable
Credit: 1
This Quick Tip video walks through the customer satisfaction survey. You wil learn how the Customer Satisfaction Survey is triggered, who it is sent to, and what that recipient will see.
Touring Incident 9.6Online Course
Touring Incident 9.6
Course Category: Not Applicable
Credit: 1
Neil Myers introduces you to the Incident and Service Request process or ticketing system and explains how to create an Incident, and then work through to the completion of the Incident.
Touring Knowledge ManagementOnline Course
Touring Knowledge Management
Course Category: Not Applicable
Credit: 1
This Quick Tip video explains how to use Knowledge Management to share knowledge with Cherwell Users and the Portal Customers. See how to search for Knowledge and add additional articles.
Touring Problem Management 9.6Online Course
Touring Problem Management 9.6
Course Category: Not Applicable
Credit: 1
Neil Myers demonstrates how to use the features of the Problem Form coming in 9.6.
Touring Service Level AgreementsOnline Course
Touring Service Level Agreements
Course Category: Not Applicable
Credit: 1
In this walkthrough, Tanya explains Service Level Agreements (SLAs) and how the corporate default sets the priorities and target times for resolution of Incidents. What if you want to stop the SLA clock in the Incident Lifecycle? Learn to set the Incident to pending to stop the resolution time clock.
Touring Tasks in Cherwell Service Management 9.6Online Course
Touring Tasks in Cherwell Service Management 9.6
Course Category: Not Applicable
Credit: 1
Neil Myers demonstrates how to use the updated features of the Task form coming in 9.6.
Touring the Configuration Management DatabaseOnline Course
Touring the Configuration Management Database
Course Category: Not Applicable
Credit: 1
Tanya Morton is your tour guide for understanding the Configuration Items (“CI”) found in the Out-of-the-Box Configuration Management Database (“CMDB”) of Cherwell Service Management. What is a CI? How do you find a CI? You will understand how to manage and link CI’s so you can streamline your workflows. Learn about upstream and downstream visualizers to predict the impact of an Incident.
Touring the E-mail MonitorOnline Course
Touring the E-mail Monitor
Course Category: Not Applicable
Credit: 1
In this walkthrough, Tanya unpacks the E-Mail Monitor. The email automation monitors an in-box and processes the emails on a particular set of rules. Tanya takes you on a tour in the Admin tool to see how it works.
Transitioning VPN to Trusted AgentOnline Course
Transitioning VPN to Trusted Agent
Course Category: Not Applicable
Credit: 1
This Quick Tip video explans how Cherwell Service Management integrates seamlessly with Cherwell Asset Management.
Using Action Blocks to Populate an Encrypted AWS KeyOnline Course
Using Action Blocks to Populate an Encrypted AWS Key
Course Category: Not Applicable
Credit: 1
This Quick Tip video demonstrates how to use Action Blocks to Populate an Encrypted AWS Key. 
Using Date/Time ExpressionsOnline Course
Using Date/Time Expressions
Course Category: Not Applicable
Credit: 1
In this course, Graham shows you how to use Date/Time Expressions within Cherwell Service Management. You will examine how to create two labels on an Incident Form: Delivery Date, using a Date/Time Math Expression and Countdown to Resolution, using a Duration Expression. You will also explore how to use these Expressions on Dashboards and Grids.
Using HR Service Management - The HR SpecialistOnline Course
Using HR Service Management - The HR Specialist
Course Category: Not Applicable
Credit: 1
In this module, you will learn how to create and work in Cherwell's HR Service Management mApp Solution as an HR Specialist. 
Using ISM in the Cherwell PortalOnline Course
Using ISM in the Cherwell Portal
Course Category: Not Applicable
Credit: 1
In this module, you will configure the Portal Customer Security Group and then configure the Portal Dashboard with the ISM Security Event Business Object.
Using One-Steps to Automate your Service DeskOnline Course
Using One-Steps to Automate your Service Desk
Course Category: Not Applicable
Credit: 1
This session will cover automating repeatable tasks that are carried out by your Help/Service Desk. Password resets, account unlocks, requests for hardware, software, and documentation – all of these things can be automated within Cherwell’s One-Step Manager. In this session, you will see actual One-Step Actions and learn how you can easily create them.
Using Power BI and the Data ConnectorOnline Course
Using Power BI and the Data Connector
Course Category: Not Applicable
Credit: NA
This Quick Tip video demonstrates how to use Cherwell REST API to connect third party tools to CSM for data retrieval for reporting and analysis.
Using Shorthand for SearchesOnline Course
Using Shorthand for Searches
Course Category: Not Applicable
Credit: 1
In this course, you will be introduced to Searching in Cherwell Service Management, and the core functionality of the Group Clause and the Comparison Clause. You will examine how to use Searching for business intelligence. You will then examine how to use a shorthand for more effective Searching, and walk through an example using the shorthand for searching. Filmed using Cherwell Service Management Version 8.3.
Using Slackbot with Cherwell WebhooksOnline Course
Using Slackbot with Cherwell Webhooks
Course Category: Not Applicable
Credit: 1
This Quick Tip video explains how Slack Bot (Using Cherwell Webhooks) gives the ability to define a custom webhook endpoint, run a One-Step to process JSON body passed to webhook, authenticate with webhook, and test the Webhook in Admin with JSON input.
Utilizing Excel Merge in a One-StepOnline Course
Utilizing Excel Merge in a One-Step
Course Category: Not Applicable
Credit: 1
If you are accustomed to manipulating your Reports in Excel, you can extract data collected and maintained in Cherwell Management System into Microsoft Excel utilizing a One-Step. Mark Schot steps you through creating a template within Excel and loading the template into a One-Step to extract the data. Next, you’ll learn how to add multiple Business Objects and get creative interacting with the data in Excel. In conclusion, Mark offers troubleshooting tips.
Utilizing Google AnalyticsOnline Course
Utilizing Google Analytics
Course Category: Not Applicable
Credit: 1
Neil Myers demonstrates how to set up your Cherwell account to support Google Analytics.
Utilizing Help.Cherwell.comOnline Course
Utilizing Help.Cherwell.com
Course Category: Not Applicable
Credit: NA
This Quick Tip video explores the online help documentation at Cherwell.
Utilizing ITIL / Lean & Cherwell to Optimize Help DeskOnline Course
Utilizing ITIL / Lean & Cherwell to Optimize Help Desk
Course Category: Not Applicable
Credit: 1
In this course, Alonso Quinonez explains what Lean is, how Denver Health applied Lean concepts to their Help Desk, how they identified waste in their environment, and how they measured a value quotient for the time spent in resolving tickets. Then he explains how to create a Lean standard for work to maintain and improve their processes.
Utilizing Sentiment AnalysisOnline Course
Utilizing Sentiment Analysis
Course Category: Not Applicable
Credit: 1
This Quick Tip video demonstrates how to evaluate sentiment, run calculations against multiple text sources, and store sentiment score for future action.
Utilizing Solution Search in the Browser ClientOnline Course
Utilizing Solution Search in the Browser Client
Course Category: Not Applicable
Credit: 1
This Quick Tip video walks through searching solutions while working on a record, and linking proposed solutions to a Record. 
Utilizing System AnalyzerOnline Course
Utilizing System Analyzer
Course Category: Not Applicable
Credit: 1
This Quick Tip video  demonstrates the powerful System Analyzer tool used to diagnose and troubleshoot different types of errors, including errors in Business Objects.
Utilizing System RestoreOnline Course
Utilizing System Restore
Course Category: Not Applicable
Credit: 1
This Quick Tip video walks through how to restore a .czar file and upgrade the database to your current Cherwell version.
Utilizing the Email Manager and Security UpdatesOnline Course
Utilizing the Email Manager and Security Updates
Course Category: Not Applicable
Credit: 1
This Quick Tip video demonstrates features in Email Manager and Security.
Utilizing the Information Security Management System (ISM) mApp Solution Learning PathSolution Learning Paths
Utilizing the Information Security Management System (ISM) mApp Solution Learning Path
Credit: 1
This Learning Path walks you through the ISM mApp Solution from applying the mApp to configuring each aspect of the Solution.
Utilizing the ITPT mAppOnline Course
Utilizing the ITPT mApp
Course Category: Not Applicable
Credit: 1
In this course Aaron Alexander walks you through the ITPT Project Tracking mApp. Learn how to record a Project, add Project members, and configure the notifications for Project members. You’ll also learn how to add your deliverables to track the Project from a budgeting perspective, and from a time perspective.
What is Cherwell Asset Management?Online Course
What is Cherwell Asset Management?
Course Category: Free
Credit: NA
What is CAM? is a high-level overview of Cherwell Asset Management. This Quick Tip video explores the features of this robust product and will help you understand how it could benefit your organization.
What's New in Cherwell Asset Management 15.1 - InternalOnline Course
What's New in Cherwell Asset Management 15.1 - Internal
Course Category: Whats New
Credit: NA
This module presents an overview of the new features in CAM 15.1 due to release early in Q2, 2020. New features include new integrations with CSM, SaaS Analytics, VM Discovery Improvements, and CAM API
What's New in Cherwell Asset Management 15.2Online Course
What's New in Cherwell Asset Management 15.2
Course Category: Whats New
Credit: NA
This module presents an overview of the updated features in the 15.2 release of Cherwell Asset Management.
What's New in Cherwell Service Management 10.0Online Course
What's New in Cherwell Service Management 10.0
Course Category: Whats New
Credit: NA
This module presents an overview of the updated features in the 10.0 release of Cherwell Service Management.
What's New in Cherwell Service Management 10.1Online Course
What's New in Cherwell Service Management 10.1
Course Category: Whats New
Credit: NA
This module presents an overview of the updated features in the 10.1 release of Cherwell Service Management.
What's New in Cherwell Service Management 10.2Online Course
What's New in Cherwell Service Management 10.2
Course Category: Not Applicable
Credit: NA
This module demonstrates some of the new features in CSM 10.2.
What's New in Cherwell Service Management 9.6Online Course
What's New in Cherwell Service Management 9.6
Course Category: Whats New
Credit: NA
This module presents the new features available in the 9.6 release of Cherwell Service Management.
What's New in Cherwell Service Management 9.7Online Course
What's New in Cherwell Service Management 9.7
Course Category: Whats New
Credit: NA
This module presents an overview of the updated features in the 9.7 release of Cherwell Service Management.
Working with Cherwell PortalsOnline Course
Working with Cherwell Portals
Course Category: Not Applicable
Credit: 1
In this module, we walk you through the features of the Customer Service Portal, then explain how to design and build your own custom Portal.
Working with Cherwell ReportsOnline Course
Working with Cherwell Reports
Course Category: Not Applicable
Credit: 1
This module will walk you through the steps to create specific types of reports in Cherwell Service Management.  
Working with GlobalizationOnline Course
Working with Globalization
Course Category: Not Applicable
Credit: 1
Adrian DeKlerk teaches you the best practices of creating a multi-lingual localized version of Cherwell Service Management. This powerful new feature introduced in 9.2 enables you to support multiple languages within a single database. Learn how the Culture Switcher allows end-users to instantly switch the system to another language. Collaborate and create language packs into any language to speed up the translation process. Watch the introduction video to learn more on the features and benefits of supporting multi-cultures through Globalization. As of the 9.5 version of Cherwell Service Management, Double-byte and Platform translation are a part of the Globalization feature. Ken Wooten demonstrates how to utilize these 9.5 additions. Developers also teach the best practices for applying a Mergeable Application (“mApp”) to a Globalized Cherwell Service Management system. You will learn how to check for validation by list to modify to Table Management. After creating tables and updating Major Business Objects, you will learn to apply language packs and update foreign keys. You will conclude with best practices and special notes for the successful management of the Globalized lifecycles, Dashboards, and other cultural issues.
Working with Knowledge ManagementOnline Course
Working with Knowledge Management
Course Category: Not Applicable
Credit: 1
In this course, you will be introduced to the benefits of KCS and how it can have a positive impact on your organization. The Knowledge Centered Support (KCS℠) Methodology gets the right people collaborating faster and ensures Knowledge is captured, structured, and reused quickly. You will walk through the workflows and processes of integrating and implementing KCS, and you will examine the tools of adopting KCS. Filmed using Cherwell Service Management 7.0. You will also be introduced to the core functionality of the Cherwell KCS (Knowledge-Centered Support) mApp. You will begin with the process of applying the mApp and walk through the suggested configuration options from modifying your CKCS forms through setting up your security options. After the mApp is configured, you will be shown demonstrations of how to use the mApp from the viewpoint of both a Candidate and a Coach. Filmed using Cherwell Service Management Version 9.0. Chris Wiggins walks you through the differences between Knowledge sources and Knowledge mapping, then demonstrates when and how to use both. (The KCS methodology is service marked by the Consortium™ for Service Innovation)
Working with the Service CatalogOnline Course
Working with the Service Catalog
Course Category: Not Applicable
Credit: 1
This module will walk you through the design of your Service Catalog, show you  how to refresh it, and also how to create a new Service.