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.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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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. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
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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Strong identity validation for approvals
Certain task approvals may require strong identity validation as an additional level of security. You will require a passcode, verification code, and authorization code to proceed with the approval for these records. The feature may be enabled by an administrator for all records or for specific records only.
Approve a task using strong identity validation
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Go to main menu > Approvals. In the Service Portal, open your To do list.
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Select a pending approval that matches the conditions defined for strong identity validation and click Approve or Deny and then Save.
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If you already have a passcode, the Strong identity validation dialog prompts you to enter it. If you do not have one, you are prompted to create one. Enter a passcode 10 to 20 characters long containing at least one upper case character, at least one lower case character, and at least one number. Retype the passcode and click Create passcode.
The system retains your passcode for a period of one hour while there is user activity. If you continue working beyond that period, or if there is no user activity for 10 minutes, you are prompted to re-enter your passcode.
Note
- If you want to change your passcode, click the Security Settings link on the Profile page and click the Change passcode link.
- If you enter an incorrect passcode 3 times, the passcode is locked for 15 minutes. After the next incorrect attempt, it is locked for 30 minutes, then for one hour, and so on.
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The first time you enter your passcode, you are prompted for a verification code. If you do not have one, click Ask for verification code and close the dialog. When you receive the code, enter it in the dialog and click Next.
If your passcode has already been verified for strong identity validation or for an encryption domain, this step is skipped.
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Next, you are prompted to enter an authorization code for the record. The code is generated automatically and sent to your email address. When you receive it, enter it in the dialog and click Get access.
Note
- The authorization code is valid for 24 hours from the time it is sent. If your authorization code has expired, click Resend authorization code to request a new one.
- Each approval has a unique authorization code.
- The approval is successfully saved.
Related topics
