Cherwell Foundation Training

This 4½-day course based on Cherwell Service Management content is intended to provide instructor-guided hands-on practice with the basic features and functions of Cherwell Service Management, along with the methodology for using it.

The target audience for this course is a customer who has not yet implemented Cherwell Service Management® (Cherwell Service Management). Each lesson and activity focuses training the student on what is included in the out-of-the-box (OOTB), basic functionality of the software.


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  • Overview
  • Exam
  • Course Requirements
  • Pricing

Course Objectives:


  • Explain the fundamentals of CSM Administration
  • Manage Users
  • Configure Business Objects
  • Configure Business Object Interfaces
  • Analyse One-Step functionality
  • Automate One-Steps
  • Utilise Expressions
  • Translate requirements into Dashboards and Reports
  • Troubleshoot and Maintain the system
  • Create Basic Business Objects, Expressions, and One-Steps

Lesson Structure and Agenda:

Day 1:
Lesson 1 – Administration Fundamentals
Lesson 2 – User Management

Day 2:
Lesson 3 – Business Objects
Lesson 4 – Interacting with Business Objects

Day 3:
Lesson 5 – One-Step Actions
Lesson 6 – System Automation

Day 4:
Lesson 7 – Business Intelligence Tools

Day 5:
Lesson 8 – System Maintenance and Toubleshooting
Lesson 9 – Translating Business Requirements


Participants will require dedicated access to a pc/laptop with the correct version of Cherwell installed. Ideally a classroom layout to facilitate the trainer demonstrating or discussing concepts.

This course is offered as an onsite option that can be tailored to suit your specific requirements. Price will depend on duration and number of people who require training.  Please contact us for pricing.

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