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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How to edit a change template
You can edit a template when it requires an update, but you cannot change the template type.
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From the main menu, select Build > Change > Templates.
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Select the change template. Click the template title to open the template record.
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Edit any field in the existing template.
If you change the value in a field with an existing value, that value appears in every new change where you apply the template. If the updated value is not appropriate for all changes that use the template, the end user has to change it.
Complete the Template details.
Field Description Title A title for the template. You may use a maximum of 30 characters for the title.
Best practice: Choose a meaningful, descriptive, and relatively short title. Titles are often the only identification used in selection lists and in other areas to identify component.
Type This field is auto-completed with the template type: change, incident, or problem. Description A description that captures the details of the template. Provide enough information to help future users understand the purpose of the template. Edit the Template content.
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General change details
If you populate a field with a value, that value appears in every change where you apply the template. New changes contain that value, unless the end user changes it. If the template is for your exclusive use, it can be helpful to pre-populate some fields that always contain the same information.
Field Description Title This field is read-only.
Description A description that captures the details of the change.
Reason for change The reason for the change. Select the reason that most closely matches the purpose of the change request.
Latest execution time
This field is read only.
Justification The justification for the change. What may happen if the change is not implemented?
Best practice: be as specific as possible.
Reported by This field is read-only. -
Classification
Field Description Priority The priority for implementing the change. This is a read-only calculated field. Owning group The group responsible for dealing with the change. Urgency The urgency value describes how important the issue is for the customer. Service Management uses the urgency value to calculate the priority for the change implementation.
Owner The person responsible for dealing with the change.
The drop-down list displays only people who are members of the owning group.
Impact The global effect on the user community. Consider whether the change affects the entire enterprise, a business unit, or an individual. Risk
The risk involved in making the change. Release The release, if any, the change record is part of. Service The service affected by the change.
Services are usually related to one of the following:
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Infrastructure. For example, database or network services.
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Business services. For example, email or a web portal.
Category The category of the change. Service Management uses the category to classify change records. Subtype The subtype of change type. One of the following:
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Minor
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Significant
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Major
Change model This field is not relevant when creating a template. This field is enabled when you create a record. -
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Change plan
Field Description Build and test required Marks the change as requiring a build and test. Ensure you clear this check box if a build and test is not required. Implementation plan Details of the implementation plan. Remediation plan Details of the remediation plan. External reference The relevant external reference number, if available. -
Scheduled times
Field Description Breach status This field is not relevant when creating a change template. This field is enabled when you create a record. Scheduled start This field is not relevant when creating a change template. This field is enabled when you create a record. Scheduled end This field is not relevant when creating a change template. This field is enabled when you create a record. Scheduled duration The scheduled duration for the change. Click the duration to display a widget for editing the value. Scheduled DT start This field is not relevant when creating a change template. This field is enabled when you create a record. Scheduled DT end This field is not relevant when creating a change template. This field is enabled when you create a record. Scheduled DT duration The scheduled downtime duration for the change. Click the duration to display a widget for editing the value. If you have the appropriate permissions, you can configure the widget to display either of the following:
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Days, hours, and minutes
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Months, days, and hours
The length of a month is hard-coded in the widget at 30 days.
For more information, see "Precision" in Edit a field.
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Click Save on the toolbar.