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 Management administrative tasks
- Prompt reason for relating and unrelating a change to another
- View Change Management security profile records
- Modify an operator record to enable Change Management access
- Configure a Change Management environment record
- Delegate approvals to another operator
- Update an active approval delegation
- Disable an active approval delegation
- Copy an approval delegation
- View the Approvals section in Change Management
- Create a Change Management Group Definition record
- View a change category record
- View a task category record
- Delete a category record
- Print a category record
- Update a category record
- Security and access control
- Change Management environment record
- Create a new category from an existing record
- Add a phase to a category
- Access a phase or task record
- Access a phase or task record from a category record
- Create a phase record
- Delete a phase record
- Generate an automatic task for all members of a group (array based)
- Generate an automatic task for all members of a group (standard)
- Manually create tasks for all members of a group
- Print a phase record
- Update a phase record
- Validate a phase record
- View the Change Management background processor
- Access an Event Definition record
- Access an Alert Definition record
- Create an alert definition record
- Access Phase definition alert controls
- Access the Alert Log file
Security and access control
Change Management controls access to Change Management functions by following the steps below:
- Change Management checks the user’s operator record for capability words that determine which, if any, of the functional areas within Change Management the user can access.
- If the user has the right capability words to access Change Management functional areas, the system searches for the user ’s Change Management Profile record, based on the User Role specified in the Operator record.
- If the Profile record is blank, Change Management checks the Environment record to determine if it can use the default Profile record to enable access to certain functions.
- If no default profile exists for the specific function, the system searches for the default profile for all areas.
- Change Management enables the user to access those functions permitted by the user role or default Profile record.
Depending on the conditions in the phase definition record, a user might not be able to update a change or task, even if granted the general capability to do so in the User Role profile record.
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