Training Courses

Designing One-Steps and Automation Processes

If you understand the concept of One-Steps and Automation Processes but want to take that to the next level, consider this course. You will learn the questions to ask in determining when a One-Step or Automation Process is needed. Additionally, you will learn best practices in the design & build of one-steps and Automation Processes. The course concludes with troubleshooting tools available when you don’t receive the expected results. Labs will be completed throughout the course to provide practical application of these concepts.

Course Schedule:

NA: This course runs from 8:00 AM – 4:30 PM Mountain Time (MT) on the day of the course.

EMEA: This course runs from 9:00 AM – 4:30 PM Greenwich Mean Time (GMT) on the day of the course.

APAC: This course runs from 8:00 AM - 3:30 PM Australian Eastern Standard Time (AEST) on the day of the course.


Price (per student): $495 US | £385 GBP | €425 EUR | $690 AUS

Registration for this course will close at 2:00 PM Mountain Time on the day before the course start dateContact us for more information.

Course Objectives:

  • Effectively design, prepare and construct One-Steps & Automation Processes to meet the needs of your organization
  • Identify key words in requirements docs which result in a One-Step or Automation Process
  • Construct One-Steps using best practices and efficient design principles
  • Extend the power of One-Steps by employing Tokens & Variables
  • Illustrate the Automation Process functionality and usage
  • Create Automation Processes to trigger One-Steps
  • Identify system tools and logs for troubleshooting your work

Intended Audience:

Cherwell Administrators who have completed Cherwell Service Management Foundations and have basic knowledge of One-Steps and Automation Processes.

Course Agenda:

Lesson 1: Translating process requirements into One-Steps & Automation Processes 
Lesson 2: Designing One-Steps to meet process requirements 
Lesson 3: Leveraging Cherwell tokens within One-Step design
Lesson 4: Preparing Automation Processes
Lesson 5: Combining One-Steps & Automation Processes to maximize efficiency 
Lesson 6: Troubleshooting One-Steps & Automation Processes 

Upcoming classes

July 9, 2019
Virtual Classroom