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 test the automatic reservation
To test the automatic reservation configuration, do each of the following:
Create the request
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From the main menu, select Service Portal.
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In Search topics, type "Request new PC." Search results are displayed.
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Click the offering "(DEMO) Request a new PC." The request form opens.
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In Business justification, type "I need a new PC for testing."
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Click Submit. A request receipt is displayed.
Review the request
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From the main menu, select Run > Service Request > Requests.
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Select the newly created request and click Details. The request is displayed.
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Click the Reservation tab. If the automatic reservation has completed:
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The Reserved flag for the reserved device is set to true; and
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The reservation details are displayed here.
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Click the Task Plan tab. In the Fulfill section, if the automatic reservation has completed, the Reserve PC part of the task plan is highlighted and marked "Completed."
In addition, Service Management automatically sends a notification email to the person entered in the Reserved for field.
The next stage is to complete the manual task "Prepare PC."
Complete the remaining manual tasks
Note Out-of-the-box, the task is assigned to the Hardware Services group. You must be in this group to view the task.
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From the main menu, select Tasks, then the MY GROUP TASK filter.
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Select the Prepare PC task.
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Click Completed, then Save.
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The next stage is the task "Close reservation." This task automatically completes.
The next stage is to complete the manual task "Deliver PC."
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Select the Deliver PC task.
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Click Completed, then Save.
Review the device details
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From the main menu, select Run > Service Request > Requests.
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Select the newly created request. In the Reservation tab, click the ID link of the reservation displayed under Reserve Asset. The reservation record is displayed.
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Point to the Reserved device content and click the link to display the device record. The device workflow should now display that it is in the In use phase.
Review the resolution
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From the main menu, select Run > Service Request > Requests.
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Select the newly created request and click Details. The request is displayed.
In the Resolution section of the General tab, the following should now be automatically populated as indicated:
Solution: The PC has been delivered
Completion code: Fulfilled offline
Validate the request completion
The assumption is that the PC has been delivered and received. Then the request submitter can validate the request in the Service Portal.
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From the main menu, select Service Portal.
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Open the request. The request is displayed with a validation request for acceptance.
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Click Accept. The request workflow changes to "Done."
If the reservation task completes without a reservation
If the reservation task displays as being complete, but there is no reservation in the reservation tab, check the following:
Area | Review |
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Offering task plan |
Check Reserve asset business rule is properly configured:
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Asset |
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Related topics