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
Update a phase record
Applies to User Roles:
System Administrator
Change, task, quote, and order phase records contain field names that are applicable to the function of the record. Like categories, there are some differences between a change, task, quote, and order.
Caution When you update a phase record, you need to update svcCatStatusMap in Database Manager. This will ensure that any existing change requests or quote orders will receive the necessary phase record assignments based on the phase record you just updated.
To update a phase record for Change Management, follow these steps:
- Go to Tailoring > Process Designer > Workflows.
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Select the workflow name that matches the category where you want to update a phase.
Note Select cm3r for Change Request phases or cm3t for Change Task phases.
- Using the visual workflow representation, click on the phase that needs to be modified and update it accordingly using the tabs located on the lower part of the workflow or click the option Additional Phase Information.
- Click Save and close the workflow tab.
To update a phase record for Request Management, follow these steps:
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Do one of the following:
- Click Request Management > Orders > Order Phases.
- Click Request Management > Quotes > Quote Phases.
- Use search or advanced search to find one or more records.
- Click a record to view its detail.
- Modify any fields that need to be changed for the existing phase.
- Click Save and OK.
Refer to the following example for how to update svcCatStatusMap in Database Manager.
To update the Source Record Status for the Ordering phase with the Source File Name of ocmq, follow these steps:
- Go to Tailoring > Database Manager.
- Type svc in the Form field, and then click Search.
- Click svcCatStatusMap in the Format Name column. The Service Catalog Status Mapping form opens.
- Click Search to open a list of Service Catalog Status Mapping phase records.
- Find and select the record with the Source Record Status of Orderingand the Source File Name of ocmq. Your updated phase record needs to base on this existing record.
- Verify that the number in the Status Score field contains the right phase number. If you updated the phase or changed the order of the original phases, you need to change the Status Score field number here to match the order of the phases.
- Save the phase record.
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