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 create a category
- From the main menu, select Administration > Master Data > Categories.
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Add a top level category:
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Click New Category at the top of the Category column.
Service Management displays the New Record Category dialog box.
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Type a suitable name for the category.
Note You must give each category a unique name.
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Clear the Active check box if you do not want to make the category available to users.
Note The default setting for a new category is Active.
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Click Save or Save & add another as appropriate.
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Add a subcategory:
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Select the category to which the new subcategory belongs.
Example: if you want to add the subcategory User identities to the Access category, select Access.
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Click New Subcategory at the top of the Subcategory column where you want the subcategory to go.
Service Management displays the New Record Category dialog box.
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Type a suitable name for the category.
Note You must give each category a unique name.
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Clear the Active check box if you do not want to make the category available to users.
Note The default setting for a new category is Active.
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Click Save or Save & add another as appropriate.
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Related topics