Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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Change notification rules
Service Management sends an email notification to designated users when a business rule triggers a notification event. The following sections describe the notifications. The default business rules define the recipients according to the user or group identified in the change record, but an administrator must first do the following:
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Assign the appropriate Change Management roles to the named users.
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Populate groups with users who also have the appropriate roles to add, change, or update change records.
All change types
New change
Template | Recipients | Content | Notes |
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Template definition for change has been opened |
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Confirmation of new change record created. |
Comment added
Template | Recipients | Content | Notes |
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New comment added |
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Confirmation of new comment |
Emergency changes
Enters Build and test phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has been opened |
If Reported by person is blank:
Otherwise:
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|
Confirmation Build and test phase reached. |
Enters ECAB phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached the deployment approval phase |
If Reported by person is blank:
Otherwise:
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Confirmation ECAB phase reached. |
Transitions from ECAB phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for ECAB denial of Change |
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From ECAB to Plan. Confirmation approval for change denied. |
All included changes have been approved | Release owner |
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From ECAB to Execute. Change is part of a release, and is the last change to be approved among all the release changes. |
Enters Execute phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached the execute phase |
If Reported by person is blank:
Otherwise:
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Confirmation Execute phase reached. |
Enters Remediate phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached the backout phase |
If Reported by person is blank:
Otherwise:
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Confirmation Execute phase reached. |
Leaves Deployment metaphase
Template | Recipients | Content | Notes |
---|---|---|---|
All included changes have been approved | Release owner |
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Change is part of a release, and is the last change to be deployed among all the release changes. |
Enters CMDB update phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached the CMDB update phase |
If Reported by person is blank:
Otherwise:
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Confirmation CMDB update phase reached. |
Enters Review phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached the review phase |
If Reported by person is blank:
Otherwise:
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Confirmation Review phase reached. |
Enters Close phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for closed change |
Change Manager Group members |
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Confirmation change record has been closed. |
Enters Abandon phase
Template | Recipients | Content | Notes |
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Template definition for abandoned change |
Change Manager Group members |
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Confirmation Abandon phase reached. |
Normal changes
Enters Plan phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached planning phase |
If Reported by person is blank:
Otherwise:
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Confirmation Plan phase reached. |
Enters Approve plan phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached technical approval phase |
If Reported by person is blank:
Otherwise:
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Confirmation Approve plan phase reached. |
Transitions from Approve plan to plan phase
Template | Recipients | Content | Notes |
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Template definition for plan denial of change |
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Confirmation approval for change denied. |
Enters Build and test phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached build phase |
If Reported by person is blank:
Otherwise:
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Confirmation Build and test phase reached. |
Enters Approve deployment phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached the deployment approval phase |
If Reported by person is blank:
Otherwise:
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Confirmation Approve deployment phase reached. |
Transitions from Approve deployment phase
Template | Recipients | Content | Notes |
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Template definition for plan denial of change |
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From Approve deployment to Build and test. Confirmation approval for deployment denied. |
Template definition for deployment denial of change |
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From Approve deployment to Plan. Confirmation approval for deployment denied. |
All included changes have been approved | Release owner |
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From Approve deployment to Execute. Change is part of a release, and is the last change to be approved among all the release changes. |
Enters Execute phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached the execute phase |
If Reported by person is blank:
Otherwise:
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Confirmation Execute phase reached. |
Enters Remediate phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached the backout phase |
If Reported by person is blank:
Otherwise:
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Confirmation Execute phase reached. |
Leaves Deployment metaphase
Template | Recipients | Content | Notes |
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All included changes have been approved | Release owner |
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Change is part of a release, and is the last change to be deployed among all the release changes. |
Enters CMDB update phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached the CMDB update phase |
If Reported by person is blank:
Otherwise:
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Confirmation CMDB update phase reached. |
Enters Review phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached the review phase |
If Reported by person is blank:
Otherwise:
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Confirmation Review phase reached. |
Enters Close phase
Template | Recipients | Content | Notes |
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Template definition for closed change |
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Confirmation change record has been closed. |
Enters Abandon phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for abandoned change |
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Confirmation Abandon phase reached. |
Standard changes
Enters Plan phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached planning phase |
If Reported by person is blank:
Otherwise:
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Confirmation Plan phase reached. |
Transitions from Plan to Execute phase
Template | Recipients | Content | Notes |
---|---|---|---|
All included changes have been approved |
Release owner |
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Change is part of a release, and is the last change to be approved among all the release changes. |
Enters Execute phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached the execute phase |
If Reported by person is blank:
Otherwise:
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Confirmation Execute phase reached. |
Enters Remediate phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached the backout phase |
If Reported by person is blank:
Otherwise:
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Confirmation Execute phase reached. |
Leaves Deployment metaphase
Template | Recipients | Content | Notes |
---|---|---|---|
All included changes have been approved | Release owner |
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Change is part of a release, and is the last change to be deployed among all the release changes. |
Enters CMDB update phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached the CMDB update phase |
If Reported by person is blank:
Otherwise:
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Confirmation CMDB update phase reached. |
Enters Review phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for change has reached the review phase |
If Reported by person is blank:
Otherwise:
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Confirmation Review phase reached. |
Enters Close phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for closed change |
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Confirmation change record has been closed. |
Enters Abandon phase
Template | Recipients | Content | Notes |
---|---|---|---|
Template definition for abandoned change |
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Confirmation Abandon phase reached. |
For more information about customizing notification templates, see Notifications.